Customize Interactive Report using Actions Menu (Sort, Control Break, Highlight) - Part 12
Summary
TLDRThe Tech mining video tutorial guides users on customizing interactive reports through the Actions menu. It covers rearranging columns, sorting data, saving default and alternative reports, utilizing control breaks for grouping, and applying highlight features to display data based on conditions. The tutorial also introduces creating chart and group by views for enhanced report analysis, ensuring viewers can personalize and optimize their report experience.
Takeaways
- đ To customize the interactive report, use the 'Actions' menu at runtime.
- đ Click 'Columns' in the 'Actions' menu to rearrange report columns and click 'Apply' to set the new order.
- đ Use the 'Sort' option to order data; for example, sort order numbers in descending order to see the most current orders first.
- đŸ Save your report settings as default via the 'Actions' menu to retain modifications for future sessions.
- đ Developers can create and manage multiple report layouts, including saving, renaming, or deleting alternative reports.
- đ Create alternative reports by selecting 'Save Report' under 'Report' and choosing 'Alternative' as the default report type.
- đ The 'Control Break' feature allows for grouping reports by one or more columns, such as 'Order Month'.
- đ The 'Highlight' feature enables conditional color-coding of data, e.g., orders over 1000 highlighted in green with red text.
- đš Customize the highlight appearance by setting the background and text colors, as well as the condition for highlighting.
- đ In the 'Monthly Review' alternative report, create a chart view and group by view for a summarized representation of data.
- đšâđ» Only developers have the ability to save, rename, or delete alternative reports, ensuring control over report layouts.
Q & A
How can I change the look and feel of the default interactive report in Tech mining?
-You can change the look and feel of the default interactive report by using the actions menu at runtime to modify columns, sorting, and other settings.
What is the first step to arrange the report columns in a specific order?
-The first step is to click the actions menu, select the columns option, and arrange the report columns in the desired order.
How do I apply the changes to the column arrangement?
-After arranging the columns, click the apply button to apply the changes and update the report with the new column order.
What does the 'sort' option in the actions menu allow me to do?
-The 'sort' option allows you to specify the order in which data is displayed, such as sorting by the order number column in descending order.
How can I save my changes to the report settings?
-To save your changes, go to the actions menu, select 'report', then 'save report', and choose 'as default report settings' from the Save list.
What is the purpose of the 'alternative report' feature in Tech mining?
-The alternative report feature enables developers to create multiple report layouts, which can be saved, renamed, or deleted by developers only.
How do I create an alternative report?
-To create an alternative report, select 'save report' under 'report' in the actions menu, choose 'alternative' for the default report type, enter a name for the report, and click apply.
What is the control break feature and how is it used?
-The control break feature allows you to group your report on one or more columns. You enable it by selecting 'format', 'control break', choosing the column to group on, and setting the status to enabled.
How can I highlight data based on a condition?
-You can use the 'highlight' feature in the actions menu to display data in different colors based on a condition. Specify the condition, highlight type, and colors for the background and text.
What are the two types of highlight conditions mentioned in the script?
-The two types of highlight conditions are 'sell', which applies the condition only to the order total column, and 'row', which highlights a complete row based on the condition.
How do I create a chart view and group by view in an alternative report?
-The script does not provide specific steps for creating a chart view and group by view. However, it suggests that these features are part of the actions menu in the alternative monthly review report.
Outlines
đ ïž Customizing Interactive Reports
This paragraph explains the process of customizing the appearance and functionality of an interactive report through the 'Actions' menu. It details how to rearrange report columns, sort data by order number in descending order, and save these settings as the default. It also introduces the concept of 'Alternative Report' for creating multiple layouts, which can only be managed by developers. The paragraph concludes with instructions on how to create an 'Alternative Report' named 'Monthly Review' and the importance of saving changes through the 'Actions' menu to ensure they persist.
đš Applying Highlight and Control Break Features
The second paragraph delves into the use of the 'Highlight' and 'Control Break' features to enhance data visualization in reports. It describes how to apply conditional formatting to display data in different colors based on specific conditions, such as highlighting orders greater than 1000 in green with red text. Additionally, it explains how to create a 'Highlight' condition for orders less than or equal to 999, which results in a yellow background with red text for the entire row. The paragraph also mentions the creation of a chart view and group by view within the 'Monthly Review' report, suggesting further customization options available through the 'Actions' menu.
Mindmap
Keywords
đĄTech mining
đĄActions menu
đĄColumns
đĄSort option
đĄControl break
đĄHighlight feature
đĄChart View
đĄGroup by view
đĄAlternative report
đĄDefault report settings
đĄMonthly review
Highlights
Introduction to modifying the look and feel of the default interactive report using the actions menu at runtime.
Step-by-step guide on how to rearrange report columns using the columns option in the actions menu.
Explanation on applying changes to arrange report columns in the specified order.
Demonstration of sorting report data by selecting the 'data' and then 'sort' option from the actions menu.
Setting the sort direction to descending to display the most current orders on top.
Instructions on saving the modified report using the 'save report' option in the actions menu.
Importance of always saving changes through the actions menu to reflect modifications on subsequent logins.
Introduction to alternative reports and their creation by developers for multiple report layouts.
Guidance on saving an alternative report with a unique name like 'monthly review'.
Explanation of the drop-down list displaying both primary and alternative reports.
Overview of the control break feature for grouping reports on one or more columns.
Instructions on enabling the control break and defining the column to group on.
Demonstration of the report results grouped by the order month column after applying the control break.
How to toggle the control break rule on or off using the checkbox next to the control break column.
Introduction to the highlight feature for displaying data in different colors based on conditions.
Tutorial on setting up a highlight condition for orders greater than 1000 with specific colors for background and text.
Explanation of applying the highlight condition to the order total column only.
Demonstration of highlighting a complete row based on the order total being less than or equal to 999.
Introduction to creating a chart view and group by view in the alternative monthly review report.
Conclusion and thanks for watching the tutorial on modifying interactive reports.
Transcripts
a very warm welcome to Tech mining
perform the following steps to change
the look and feel of the default
interactive report
these modifications are made using the
actions menu at runtime
[Music]
click the actions menu
select the columns option
arrange the report columns respectively
[Music]
click apply button
this action will arrange the report
columns in the specified order
click the actions menu again
select data followed by the sort option
in the sort grid select the order number
column in the first row
set the corresponding direction to
descending
click apply
this action will display most current
orders on top
click actions menu
report
save report
in the save report dialog box
select as default report settings from
the Save list select primary for default
report type
click apply always save a report via the
actions menu whenever you make changes
to it otherwise your modifications will
not be reflected the next time you log
into the application
alternative report enables developers to
create multiple report layouts
only developers can save rename or
delete an alternative report
let's create one
from the actions menu
select save report under report
in the save report dialog box
select as default report settings from
the Save list
this time select the alternative option
for default report type
enter monthly review in the name box
click apply
[Music]
you will see a drop down list between
the search bar and the actions menu
carrying two reports primary report and
monthly review
the control break feature enables
grouping to be added to your report on
one or more columns
click actions
format
control break
under column select order month in the
first row column attribute defines which
column to group on set status to enabled
status attribute determines whether the
control break is active
click apply when you click the apply
button you will see the report results
are grouped by the order month column
and the control break column rule is
listed under the toolbar
a checkbox is displayed next to the
control break column and it is used to
turn the control break rule on or off
the control break can be deleted from
the report by clicking the small cross
icon
the Highlight feature in the actions
menu enables users to display data in
different colors based on a condition
click actions
format
highlight
[Music]
display orders greater than 1000 in the
name box
[Music]
set highlight type to sell
[Music]
click the Color Picker select the green
color for background color
[Music]
select the red color for text color
foreign
[Music]
section set column to order total
operator to greater than
expression to 1000
click apply
since you set the Highlight type to sell
the condition will apply only to the
order total column
foreign
click actions
format highlight
in the name field type display orders
less than or equal to 999.
set highlight type to row
click yellow for background color
this step is similar to the previous one
with different parameters
click red for your text color
[Music]
in highlight condition set column to
order total
operator to less than or equal to
[Music]
expression to 999 click apply
in contrast to the previous action where
only a single cell was highlighted this
one highlights a complete row with
yellow background and red text color and
applies it to all rows in the report
that have order total equaling 999 or
less
in the next part we'll create chart View
and group by view in this alternative
monthly review report through actions
menu
[Music]
thanks for watching
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