Customising Reports

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The information displayed in a report can be modified by first maximising the report and then clicking the Settings menu option. Use the Refresh button in the menu to apply any changes you make to the settings and view the changes in the report.

There are two main types of report - Chart and Grid.

 

Charts

An explanation of some of the terminology on the Chart tab may be helpful:

Table. This is the source of the information to be displayed. These will have been set up by your database administrator.

Measure (Y). This is the left hand vertical axis of charts. The measure will be a numeric quantity that you want to sum, average, or show the minimum / maximum for each category on the Category (X) Axis or in the Series.

Category (X). Along the horizontal X Axis you can specify a time-based category or a category with a set of distinct values that will be represented as individual bars or points on a line.

Series. If no series is chosen, the chart will show only one set of data. If you choose a series, there will be a line / bar / bubble for each item in the chosen category.

Pie charts are a special case. The Measure (Y) determines the pie piece size and the Category (X) are what the pie pieces represent.

Bubble charts also have some peculiarities. They have a Bubble Measure field. This determines the size of the bubbles. The other difference is that the Category (X) is also a measure used to position the distance of the bubble along the horizontal (X) axis as opposed to a category used to display distinct values.

Based on the Table specified in the Settings tab you may have a time field that lets you limit the data returned in the report to a range or date specified in the Date & Time tab. You can limit the data to a fixed date, date range or rolling period. For a rolling period the options are to limit the data to the last or next number of hours, days, weeks, months or years from the current time.

By specifying a Compare To period, you can include a comparative time range for the data returned. Including a date based category for the Series you can view separate comparative date ranges as individual lines or bars in a single report.

The Filters tab allows you to specify particular categories that you are interested in for the chart. Select the specific values in the top panel and press the Add Filters button to limit the chart to those values. If values from several categories are filtered on then only data where the filter conditions from all the categories are met will be displayed.

 

Grids

A grid is a table of data with each row representing a distinct combination of one or more categories. On each row you can display multiple measures for the categories in a variety of styles.

When you choose Grid as the Pod Type in the settings form, the Chart tab changes to Grid. The Date & Time and Filters tabs work the same way as for charts. Similarly to charts you start by choosing a Table. You can add new columns to the grid by clicking the Add Column button. In the Add Column window you can choose if you want to add a category column, or a measure. If you choose to add a measure you'll see the different ways you can display them. As well as formatted numbers you can show:

Traffic Lights to highlight when to go or stop or just proceed with caution.

Bullet Graphs. These are a great way of enhancing the information shown in Traffic Lights. As well as the coloured ranges they have a bar showing the actual value, and can have a target marker.

Spark Lines - mini line graphs that show how a measure has changed over time. For a spark line you must specify a time field from the Table selected.

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