This is the second tool required for creating the dashboard under the Data Analysis section. A report is the visual representation of data that helps us in gaining quick access to accurate and meaningful business insights.
To begin with, you must decide which data source you would like to use for preparing the report. Within the tool, all the Numeric and Date Type fields are clubbed under the ‘Measures’ category, while all the remaining ones fall under the ‘Dimensions’ category. Still, if you wish to use any field as a ‘Dimension’, you can use the ‘Insert Formula Field’ feature under the ‘Query Builder’ to create a text format of the same so that it will show up under the ‘Dimensions’ category within the Report Builder. It is worth noticing that the ‘Date’ field is unique in the sense that it is available in both ‘Dimensions’ and ‘Measures’ categories, to enable advanced levels of flexibility for achieving enhanced data visualization. The data sources available to you correspond to the different queries that had been built through the Query Builder tool earlier. At this moment, data representation can be done inside the report in the following forms:
- Geo map
- Static Display
- Pivot Grid
- Custom Report
For creating filters, the ‘Dashboard Filter’ option available in the ‘Select Chart’ section of the Report Builder tool must be used. Select Report Builder from the main menu of the Visualr application.
ADD NEW RECORD
- Assign an appropriate name to the report.
- From the dropdown menu, select a query that you created through the Query Builder, and a data representation form of your choice for creating the
- The ‘Text’ and Date fields are automatically selected as dimensions.
- Numeric and Date values get listed as measures
- Drag the ‘Dimensions’ and ‘Measures’ from the left pane and drop them to the droppable area inside the right pane, to visualize your data.
- Configure the properties of the selected data representation type.
- By default, the ‘Measures’ are aggregated using the ‘count’ function. Alternatively, you can select any of the below functions to carry out aggregations on them:
- Standard Deviation
- Distinct Count
- To rename the Dimensions and Measures, just double-click their respective buttons and modify the names.
- Configuration of the chart can be made and changed with the help of various options available on the right side of the screen.
- As per the requirement, the Dimension columns can also be filtered to yield only the results that are needed immediately.
- While building the report, data representation is limited to only the first 50 records from the data available. On the dashboard page, entire data range specified by you is displayed in the form of the charts of your choice.
- Aggregate functions are available to be carried out upon the ‘Measures’ data in order to allow the user to designate the entity to be measured and displayed upon the chart as per the requirement.
Sorting (ASC & DESC)
- For sorting the data that needs to be displayed in the charts, both ‘Measures’ and ‘Dimensions’ can be arranged in ascending or descending order, by selecting the appropriate check box in the configuration panel of the Report Builder.
Save to proceed
Configuration of Handling NULL or White Spaces as Measures
At times, various ‘Measures’ or ‘Dimensions’ in datasets are either ‘NULL’ or ‘White Spaces’. In order to handle their display in an alternative manner, you can specify any numerical value for ‘NULL’, and any color code for ‘White Spaces’ to make your chart look better. This can be done through ‘Measures Configuration’ in Report Builder.
For displaying benchmarks or goals in charts like bar, column, line or area etc., you can configure the Plot Bands in Report Builder. It will visually represent a comparison of data values with the benchmarks specified.
Used Dimensions & Measures Indicator in Report Builder
The Indicator Icon is displayed next to the Dimension or Measure name within the Dimensions & Measures Panel in the Report Builder section. This icon allows you to have a quick glance as to which Dimensions & Measures you have used in your chart. If a Indicator Icon is in glowing state, the Dimension or Measure denoted by it has been used in the chart; and if it is in regular state, the same has not been used.
Chart Theme Configuration in Report Builder
You can apply various attractive and appealing visual themes to your charts. For doing the same, you have to configure the Chart Theme through the Configuration Panel in the Report Builder.
Specifying Numerical Values of Measures to be Displayed in Charts
You can specify the numerical values of Measures to be displayed as either the ‘Number’ or the ‘Percentage’ in the chart, from within the ‘Measures Configuration’ panel in the Report Builder section.
In case of Pie and Donut charts, the numerical values may be displayed in the chart as the ‘Number’, ‘Percentage’, ‘Number and Percentage’ or ‘None’, as per the specification made in the ‘Measures Configuration’ panel.
Specification of Number of Records as Default View
You can specify how many records you would like to assign to be viewed within your charts in Report Builder. By default, the value has been set to ‘All’, though you can change it to 50, 100, 500 or 1000 as per your wish.
Configuration of Comma Separator for Numeric Values
The notation of numerical values is handled in a varying manner in India and western nations, as the comma separator is inserted at different place values. For example, in India the numbers are denoted as Lakh, Crore etc. while in the west they are denoted as Million, Billion and so on. This difference in comma separator placing can be configured through ‘Measures Configuration’ panel within the Report Builder section.
Cumulative Measure & Running Total Measure
Within the Report Builder, you can assign a column as ‘Cumulative Measure’ or a ‘Running Total Measure’. While the ‘Cumulative Measure’ displays the cumulative sum of all the values till the current row, the ‘Running Total Measure’ displays sum or difference of two columns such as the Debit or Credit columns in Bank Account Statements.
If you select the Grid form of chart while designing your report, the format for numbers and dates can be set at the column level. Header and columns can be formatted as per your choice as well
Row Number Display in Grid Chart
If you want the Row Numbers in a Grid Chart to be displayed in a separate column, you can specify the same within the Configuration Panel of the Report Builder section. By default, the check box is unselected; and when you select it, the row numbers are displayed in the grid chart.
Dashboard Data Load configuration in Report Builder
At times you may find it useful for the Charts in your Dashboard to load some values by default. While at times you may wish the Dashboard to appear with blank data in some or all Charts, so that you may assign the values of your choice through Filters, on the basis of which those Charts will be drawn instantly to provide you with the desired visualization. In that case, you may configure these settings through the Configuration Panel in the Report Builder. By default the checkbox is selected, though you can unselect it to ensure the Charts are not loaded with values on their own when the Dashboard is viewed.
Custom report builder
With the help of ‘Custom Report Builder’ option, you may directly edit the HTML code of a report, in order to suit your own choices in terms of layout, formatting and content of a report, graph or chart.
After editing the HTML code, you may also have a live preview of the report or table, by clicking upon the ‘Preview’ tab.
While adding the report to dashboard, you may apply various filters such as ‘is equal to’, ‘is not equal to’, ‘Starts with’,’Ends with’,’Contains’ and ‘Does not contain’ to single out the measures of your choice to be displayed in the report.