Customize Interactive Report With Actions Menu - Part 11
Summary
TLDRTech mining's tutorial guides viewers through customizing an interactive report page for orders, integrating customer data from a demo database. It covers downloading source code, modifying SQL queries, adjusting column properties, and creating custom links. The tutorial also explains how to enable saving and public report options, with a preview of upcoming steps for order wizard creation and further report customization.
Takeaways
- 🎥 The video is a tutorial for modifying an 'Orders Interactive Report' page in a tech application.
- 🔍 It instructs viewers to fetch order information from a 'demo orders table'.
- 💾 Viewers are directed to download source code from the video description for use in the tutorial.
- 🛠️ The tutorial involves replacing auto-generated data fetching code with a custom SQL query that includes customer information.
- 📋 The 'Columns' node under the 'Orders' region is to be expanded for further customization.
- 🔄 The 'Order ID' column type property must be set to 'Hidden'.
- 📈 The 'Order Total' column is to be formatted with a specific mask, indicated as '5234.10'.
- 🔗 The 'Order Number' column is to be turned into a link with certain specified properties.
- ⚙️ In the 'Attributes' tab, the 'Exclude Link Column' option is to be selected for the 'Link Column' property.
- 🔑 The 'Save Public Report' option is enabled in the 'Actions' menu to allow for public report creation.
- 📝 A 'Create' button is to be configured with specific properties for new customer orders.
- 🔄 Future customizations will be added to the interactive report via the 'Actions' menu, including sorting and highlighting options.
Q & A
What is the main topic of the 'Tech mining' video?
-The main topic of the video is modifying an interactive report page to fetch and display orders information from a database, incorporating customer details from a demo database.
Where can the source code for the video be found?
-The source code can be downloaded from the description of the video, specifically in the 'Part 7' folder.
What is the purpose of replacing the auto-generated data fetching code with a custom SQL query?
-The custom SQL query is used to incorporate information from both the demo orders and demo customers tables, providing a more comprehensive view of the orders.
Why is the 'Order ID' column type property set to 'Hidden'?
-The 'Order ID' column is set to 'Hidden' to prevent it from being displayed in the interactive report, likely because it is not necessary for the user's view or analysis.
What is the format mask property used for in the 'Order Total' column?
-The format mask property is used to format the 'Order Total' column in a specific way, such as displaying numbers with two decimal places, like '5234.10'.
How can the 'Order Number' column be turned into a link?
-The 'Order Number' column can be turned into a link by setting specific properties that define the link's behavior, although the exact properties are not detailed in the transcript.
What is the purpose of excluding the link column from the report?
-Excluding the link column is done to remove the default link column with a pencil icon, as a custom link has already been created in a previous step.
What does enabling the 'Save Public Report' option allow users to do?
-Enabling the 'Save Public Report' option allows users to save the report in a public format, making it accessible to others without requiring them to recreate the report.
What is the 'Create' button used for in the context of this video?
-The 'Create' button is used to set properties for new customer orders, which will be recorded via a wizard in subsequent steps, as detailed in future videos.
What customizations are planned for the interactive report in the next part of the video series?
-In the next part, the video will show how to customize the interactive report using the actions menu by adding sorting, highlighting, and other options.
Outlines
😀 Customizing Interactive Report Page
This paragraph introduces the process of modifying an interactive report page in a tech mining application. It guides the user to replace the auto-generated data fetching code with a custom SQL query that includes customer information from the 'demo customers' table. The user is instructed to download the source code from the video description and open the relevant file from the 'part 7' folder. The tutorial also covers how to set the 'order ID' column to hidden and format the 'order total' column. It explains how to turn the 'order number' column into a link with specific properties and how to exclude the default link column from the report. Additionally, it mentions enabling the 'save public report' option in the actions menu to allow for public report creation and setting up a 'create' button for new customer orders, which will be further detailed in subsequent videos.
Mindmap
Keywords
💡Tech mining
💡Interactive report page
💡SQL query
💡Demo orders table
💡Source code
💡Columns node
💡Column type property
💡Foreign format mask
💡Link properties
💡Attributes tab
💡Actions menu
💡Order wizard step
Highlights
A warm welcome to Tech mining, a tutorial on modifying an interactive report page.
The interactive report page fetches orders information from a demo orders table.
Source code for the tutorial can be downloaded from the video description.
Replacing auto-generated data fetching code with a custom SQL query.
Incorporating customer information from the demo customers table into the query.
Expanding the 'columns' node under the 'orders' region in the report.
Setting the 'order ID' column type property to 'Hidden'.
Editing the 'order total' column with a specific foreign format mask.
Transforming the 'order number' column into a link with custom properties.
Excluding the default link column from the report with a custom link setup.
Enabling the 'save public report' option in the actions menu for runtime.
Creating a public report with the 'create' button and setting its properties.
Recording new customer orders via a wizard with steps outlined in subsequent videos.
Customizing the interactive report using the actions menu for sorting and highlighting.
The next part of the tutorial will focus on further customization of the report.
Thanks for watching, a closing remark to the tutorial video.
Transcripts
a very warm welcome to Tech mining
the cute the following steps to modify
the order's interactive report page
[Music]
the orders interactive report region on
page 4 fetches orders information from
the demo orders table
[Music]
download source code from description of
video
open part 7 folder to get file used in
video
[Music]
let's replace the existing
auto-generated data fetching code with a
custom SQL query which incorporates
information of customers from the demo
customers table
[Music]
expand the columns node under the orders
region
make sure order ID column type property
must set to Hidden
[Music]
edit the order total column foreign
format mask property select the value
5234.10
select the order number column
turn it into a link using the following
properties
[Music]
foreign
[Music]
orders interactive report region click
the attributes tab select exclude link
column for link column property in the
property editor
this action will exclude the default
link column denoted with a pencil icon
from the report as we have a custom link
created in the previous step
on the attributes tab scroll down to the
actions menu section turn on the save
public report option to include this
option in the actions menu at runtime by
enabling this option you can create a
public report
click the create button set the
following properties for this button
[Music]
new customer orders in this setup will
be recorded via some wizard steps along
with page 11 which will be the first
order wizard step to be created in
subsequent videos
foreign
ifications
in the next part you will use the
actions menu to customize this
interactive report by adding sorting
highlight and other options
thanks for watching
[Music]
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