In this lesson you will learn how to create and manage a report. Reports allow you to choose the data on which you will perform your analyses. Once you have created a report, you can filter the data in the report using your panels of slicers or by manually filtering any of the fields in the data. Reports consist of four elements; dimensions, expressions, quick selections and quick variables.
Loading your DB
Load one of the databases used in the previous lessons:
(1) Click on the Vizubi tab in the ribbon.
(2) Click on the Open button in the Database group.
(3) Browse until you find "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\" then select "getting started.ndb".
(4) Click on the Open button to load the file.
Create a new report
(1) Click on the Report button in the Reports group.
(2) Select Create new report…
Choose where to save the report.
Choose where to place the report (Vizubi by default will place the report starting top left in the active cell)
(1) Click on Ok in the Create report pop up. The Customize Report panel automatically opens.
Finding fields to add to the report
(1) Click on the Vizubi tab.
(2) The Customize Report panel opens on the right side of worksheet.
(3) All the fields and groups loaded in the tables of database are in the Fields Section (fields are organized by table).
(4) The Areas Section, below the Fields Section, contains four panes where you drag and drop fields.
Adding fields to the report
(1) To add fields to your report, drag and drop them from the Fields Section to the Areas Sections, or
(2) check the box to the left of the field you want to add fields are automatically inserted: fields with general or date format are placed in the Row labels pane while fields with numeric format are placed in the Values pane).
Adding a field to the row labels pane
Suppose you want to create a sales report Product, Categories and Products:
(1) Check the box to the left of CatName in the categories table in the Fields Section.
(2) CatName is add to the Row Labels pane and to the column header in the report.
Adding more fields to the report
(1) Add ProductName (from the Invoices table) to the Row Labels pane by checking the box to its left or dragging and dropping the field into the pane.
(2) If you check the box to the left of TotalPrice, it will be added into the Values pane because it is formatted as numeric.
(3) Two new columns appear in the report and the table is filled of data (as consequence of adding a field to the Values pane).
Save and Close the new report
To save the report:
(1) Click on the Save As button in the Reports group of the ribbon. The Save As window opens.
(2) Insert the following label in the Label box: "Sales_Report_By_Category".
(3) Click on OK to confirm.
(4) Click on Close to go back to the worksheet.
Viewing the report
(1) Click on the Report in the Reports button of the ribbon and select All of the analyses.
(2) The Select Report window opens.
(3) The report is available in the list.
In this lesson you will learn how to create and manage a report. Reports allow you to choose the data on which you will perform your analyses. Once you have created a report, you can filter the data in the report using your panels of slicers or by manually filtering any of the fields in the data. Reports consist of four elements; dimensions, expressions, quick selections and quick variables.
Loading your DB
Load one of the databases used in the previous lessons:
(1) Click on the Vizubi tab in the ribbon.
(2) Click on the Open button in the Database group.
(3) Browse until you find "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\" then select "getting started.ndb".
(4) Click on the Open button to load the file.
Create a new report
(1) Click on the Report button in the Reports group.
(2) Select Create new report…
Choose where to save the report.
Choose where to place the report (Vizubi by default will place the report starting top left in the active cell)
(1) Click on Ok in the Create report pop up. The Customize Report panel automatically opens.
Finding fields to add to the report
(1) Click on the Vizubi tab.
(2) The Customize Report panel opens on the right side of worksheet.
(3) All the fields and groups loaded in the tables of database are in the Fields Section (fields are organized by table).
(4) The Areas Section, below the Fields Section, contains four panes where you drag and drop fields.
Adding fields to the report
(1) To add fields to your report, drag and drop them from the Fields Section to the Areas Sections, or
(2) check the box to the left of the field you want to add fields are automatically inserted: fields with general or date format are placed in the Row labels pane while fields with numeric format are placed in the Values pane).
Adding a field to the row labels pane
Suppose you want to create a sales report Product, Categories and Products:
(1) Check the box to the left of CatName in the categories table in the Fields Section.
(2) CatName is add to the Row Labels pane and to the column header in the report.
Adding more fields to the report
(1) Add ProductName (from the Invoices table) to the Row Labels pane by checking the box to its left or dragging and dropping the field into the pane.
(2) If you check the box to the left of TotalPrice, it will be added into the Values pane because it is formatted as numeric.
(3) Two new columns appear in the report and the table is filled of data (as consequence of adding a field to the Values pane).
Save and Close the new report
To save the report:
(1) Click on the Save As button in the Reports group of the ribbon. The Save As window opens.
(2) Insert the following label in the Label box: "Sales_Report_By_Category".
(3) Click on OK to confirm.
(4) Click on Close to go back to the worksheet.
Viewing the report
(1) Click on the Report in the Reports button of the ribbon and select All of the analyses.
(2) The Select Report window opens.
(3) The report is available in the list.