Create Public Report using Actions Menu (Report, Chart, Group By and Pivot) Views - Part 14
Summary
TLDRTech mining's tutorial video guides users on creating and customizing interactive reports from a customer perspective. It covers saving reports as named reports, public or private, and manipulating data with control breaks, charts, and group by functions. The video also demonstrates pivot tables, sorting, and computing new columns, concluding with tips on downloading and resetting reports to default settings for further customization.
Takeaways
- 📑 Users can save, rename, or delete a public report they created.
- 🔍 The report in this video is created from the perspective of customers, contrasting with previous videos focusing on orders.
- 🛠️ To create a report, start by viewing a public report, then select 'Save Report' from the actions menu and choose 'As Named Report'.
- 🔑 Multiple variations of a report can be saved as named reports for public or private viewing.
- 📝 For a new report, enter a name like 'Customer Review', check 'Public', and click 'Apply' to display it on the screen.
- 📊 Use 'Control Break' on the customer name column to organize the report by customer.
- 📈 The chart in the report uses the average function, unlike the sum function used in the previous video.
- 🔢 An example calculation is provided, dividing the total orders by the number of orders to find the average order value per customer.
- 🔄 The 'View Report' icon is used to switch between different report views.
- 📋 The 'Group By' feature allows for summarizing data by categories, with options to display grand totals.
- 🔄 The 'Pivot' option creates a crosstab view, which is demonstrated with specific parameters in the video.
- 🛠️ Additional customization options are available in the 'Actions' menu, such as 'Filter', 'Data', 'Sort', 'Compute', 'Rows per Page', and 'Reset'.
- 📁 The 'Download' option allows users to save the report in various formats, depending on the installation and report definition.
- ℹ️ 'Help' provides descriptions on how to further customize interactive reports.
Q & A
What is the purpose of the Tech mining report discussed in the video?
-The Tech mining report is used to analyze and display data from a customer perspective, allowing users to create, save, and customize interactive reports for public or private viewing.
How can a user create a named report from a public report?
-A user can create a named report by selecting 'Save Report' from the Actions menu under 'Report', then choosing 'As Named Report' from the Save dropdown list, and following the prompts to name and set the report visibility.
What is the significance of setting a report as 'public'?
-Setting a report as 'public' allows it to be accessible to all users, ensuring that the report can be viewed by multiple end users without the need for individual access permissions.
How does the control break feature work in the report?
-The control break feature organizes the report by breaking it down into sections based on a specific column, such as 'Customer', which helps in grouping related data for easier analysis.
What is the difference between using the 'average' function and the 'sum' function in a chart?
-The 'average' function calculates the mean value of a set of data, while the 'sum' function totals the values. In the script, the 'average' function is used to find the average order amount per customer.
How can a user switch between different views of a report?
-A user can switch between different views of a report by using the 'View Report' icon and selecting the desired view from the toolbar.
What does the 'Group by' feature do in a report?
-The 'Group by' feature groups data based on specified parameters, allowing users to aggregate and summarize data for better analysis and presentation.
What is the role of the 'pivot' option in creating a crosstab view?
-The 'pivot' option rearranges and summarizes data to create a crosstab view, which is useful for comparing data across different dimensions and categories.
How can users modify the properties of a page in the report?
-Users can modify the properties of a page in the report by using the 'Properties' option in the Actions menu, which allows them to change settings such as the number of rows per page and sorting options.
What are some additional customization options available in the Actions menu?
-The Actions menu contains options like 'Filter', 'Sort', 'Compute', 'Rows per Page', 'Reset', and 'Download', which allow users to further customize the report according to their specific needs.
How can users save their customized report settings?
-Users can save their customized report settings by selecting 'As Named Report' from the 'Save' list in the Actions menu and applying the changes.
Outlines
📊 Customizing Public Reports in Tech Mining
This paragraph outlines the process of creating and customizing a public report named 'Customer Review' in Tech Mining. It begins with accessing the default primary report and saving it as a named report. The report is then formatted with a control break on the customer name and a chart is added using the average function to display customer order values. The instructions also guide on how to switch views, apply group by functions to display order totals and item counts, and save the customized report for public access.
📊 Advanced Report Customization Features
The second paragraph delves into additional features for report customization in Tech Mining. It covers the pivot option, which creates a crosstab view, and the use of the actions menu to further tailor the report. The menu options discussed include filter, which modifies the query's where clause, data, which contains sorting options, compute for adding computed columns, rows per page for setting the row display count, reset to revert to default settings, and download for exporting the report in various formats. The paragraph also mentions the help option for further guidance on customizing interactive reports and concludes with a note on modifying the properties of the 'Order Details' page.
Mindmap
Keywords
💡Tech mining
💡Public report
💡Named report
💡Control break
💡Chart
💡Average function
💡Group by
💡Pivot
💡Sum switch
💡Actions menu
💡Download
💡Help
Highlights
A public report can be saved, renamed, or deleted by end users who created it.
The report focuses on customers, unlike the previous one that focused on orders.
Users can create and save multiple variations of a report as named reports for public or private viewing.
To create a named report, select 'Save Report As' from the Actions menu under Report.
A new public report will be added to the Reports list in the toolbar with the specified report name.
Use the 'Control Break' feature to group data by customer name.
The chart in the report uses the average function, unlike the sum function used in the previous video.
Calculating the average order amount for a customer by dividing the total order amount by the number of orders.
Use the 'Group By' feature to display grand totals for each customer.
Apply some and count functions to columns like Order Total and Order Items to display total orders and items per customer.
The 'Pivot' option in the Actions menu creates a crosstab view based on the data in the report.
Turning on the sum switch in the pivot view produces grand totals on the page.
The Actions menu contains options to customize interactive reports, such as filter, data, sort, compute, rows per page, reset, and download.
The 'Filter' option focuses the report by adding or modifying the where clause on the query.
The 'Sort' submenu changes the columns to sort on and determines the sorting order, ascending or descending.
The 'Compute' feature enables users to add computed columns to a report.
The 'Rows per Page' option determines how many rows are displayed in the current report.
The 'Reset' option reorganizes the report back to the default settings.
The 'Download' feature allows users to download the report in available formats depending on the installation and report definition.
The 'Help' option provides descriptions on how to customize interactive reports.
The video also covers modifying the properties of the Order Details page.
Transcripts
a very warm welcome to Tech mining
a public report can be saved renamed or
deleted by end users who created it
alternative report created in previous
videos focuses on orders while this one
is Created from the perspective of
customers
the following steps to create first view
named report view of a public report
from the reports drop down list in the
toolbar select the default primary
report option
from the actions menu under report
select save report
from the Save drop down list select as
named report
users can create multiple variations of
a report and save them as named reports
for either public or private viewing
for report name
enter customer review
put a check on public
click the apply button
when you click the apply button the
report is automatically displayed on
your screen a new report public will be
added to the reports list in the toolbar
carrying a new report named customer
review
with the customer review report being
displayed on your screen click actions
format
control break
in the first row under column select
customer
set status to enabled
click apply
see the control break on customer name
column
[Music]
click actions
chart
parameters for the chart as performed
[Music]
thank you
click the apply button to see the output
the chart uses the average function as
compared to the sum function used in the
previous video
William Hartsfield has placed two orders
amounting to 2
370 dollars
divide this value by 2. the average for
this customer comes to
1185 and this is what you see when you
move your mouse Over the Bar
representing this customer
[Music]
click the view report icon to switch
back
[Music]
click actions
Group by
set parameters for this view as shown in
the video steps
[Music]
turn on the sum switch to display Grand
totals
[Music]
thank you
[Music]
thank you
[Music]
click apply
from the report list in the toolbar make
sure customer review is selected
and also the View group by icon
in this view you applied some and count
functions to two columns order total and
Order items
this view displays total amount of
orders placed by each customer with
number of orders and the total number of
items ordered
using the actions menu save your work
from the Save list select as named
report
the name box should be displaying
customer review
click apply
[Music]
the pivot option in the actions menu is
used to create a crosstab view based on
the data in the report
let's see an instance of this option as
well
click the view report icon to switch
back
[Music]
click actions
pivot set following parameters
[Music]
don't forget to turn on the sum switch
to produce Grand totals on the page
click apply
[Music]
using the actions menu save your work
in the previous few videos we've used
some options from the actions menu to
customize the interactive report
however the menu contains a few more
filter focuses the report by adding or
modifying the where clause on the query
data contains submenu
sort changes the columns to sort on and
determines whether to sort an ascending
or descending order
compute enables users to add computed
columns to a report
rows per page determines how many rows
display in the current report
[Music]
reset is used to reorganize the report
back to the default report settings
download enables users to download a
report
available download formats depend upon
your installation and Report definition
help provides descriptions of how to
customize interactive reports in the
next part we'll modify the properties of
page 29 order Details page
thanks for watching
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