Customize Interactive Report With Actions Menu - Part 11

Tech Mining

26 Oct 202203:11

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

00:00

😀 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

Tech mining refers to the process of extracting and analyzing data from technical documents or databases to discover trends and insights. In the context of the video, it likely refers to a specific software or process used for data analysis within a technical or IT environment. The script mentions 'Tech mining' as the subject of the tutorial, suggesting it is the main focus of the video.

💡Interactive report page

An interactive report page is a dynamic interface that allows users to view and manipulate data in various ways, such as sorting, filtering, and drilling down for more details. In the video, the script mentions modifying an 'orders interactive report page', indicating that the tutorial involves customizing a user interface for displaying order information.

💡SQL query

SQL (Structured Query Language) is used for managing and manipulating databases. A custom SQL query is a user-defined command that retrieves specific data from a database. The script suggests replacing auto-generated data fetching code with a custom SQL query to incorporate customer information, showing the process of tailoring data retrieval to specific needs.

💡Demo orders table

A demo orders table is a sample database table that contains order information for demonstration purposes. The script refers to fetching orders information from this table, which implies that the tutorial is using a pre-populated dataset to illustrate the process of working with data.

💡Source code

Source code is the original code written by a programmer that can be compiled into an executable program. The script instructs viewers to download the source code from the video description, which is necessary for following along with the tutorial and modifying the interactive report page.

💡Columns node

In the context of a report or a database, a columns node refers to the section or setting that manages the display and properties of columns in a table or report. The script mentions expanding the 'columns node' under the orders region, which is part of customizing the report's layout.

💡Column type property

The column type property in a database or report interface determines the nature of the data contained in a column, such as whether it's a number, text, or date. The script specifies setting the 'order ID column type property' to Hidden, which means that the order ID will not be visible in the final report.

💡Foreign format mask

A foreign format mask is used to define how data is displayed in a foreign field or column. The script mentions editing the 'order total column foreign format mask' to a specific value, indicating a step to customize how monetary values are presented in the report.

💡Link properties

Link properties in a report allow columns to act as hyperlinks that can navigate to other reports or pages. The script describes turning the 'order number column' into a link with specific properties, which is part of creating interactive elements within the report.

💡Attributes tab

The attributes tab in a report or interface builder is where properties and settings of an element are defined. The script refers to selecting the 'attributes tab' to make various selections, such as excluding a link column and enabling the save option, which shows part of the customization process.

💡Actions menu

The actions menu in a report interface typically contains options for user actions, such as exporting data or saving reports. The script mentions turning on the 'save public report' option in the actions menu, which is a feature that allows users to save and share their reports.

💡Order wizard step

An order wizard step refers to a part of a guided process for creating or processing orders. The script mentions creating the 'first order wizard step' on page 11, suggesting that the tutorial will include a step-by-step guide for order management.

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.