Customize Interactive Report using Actions Menu (Sort, Control Break, Highlight) - Part 12

Summary

The 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

• 🔄 To customize the interactive report, use the 'Actions' menu at runtime.
• 📝 Click 'Columns' in the 'Actions' menu to rearrange report columns and click 'Apply' to set the new order.
• 🔍 Use the 'Sort' option to order data; for example, sort order numbers in descending order to see the most current orders first.
• 💾 Save your report settings as default via the 'Actions' menu to retain modifications for future sessions.
• 🛠 Developers can create and manage multiple report layouts, including saving, renaming, or deleting alternative reports.
• 📑 Create alternative reports by selecting 'Save Report' under 'Report' and choosing 'Alternative' as the default report type.
• 📊 The 'Control Break' feature allows for grouping reports by one or more columns, such as 'Order Month'.
• 🖍 The 'Highlight' feature enables conditional color-coding of data, e.g., orders over 1000 highlighted in green with red text.
• 🎨 Customize the highlight appearance by setting the background and text colors, as well as the condition for highlighting.
• 📈 In the 'Monthly Review' alternative report, create a chart view and group by view for a summarized representation of data.
• 👨‍💻 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

00:00

🛠️ 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.

05:03

🎨 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.

Keywords

💡Tech mining

Tech mining refers to the process of extracting valuable insights from technology-related data. In the context of the video, it is the title of the series or platform where the tutorial is being presented, focusing on how to modify and customize interactive reports.

💡Actions menu

The actions menu is a feature within the interactive report interface that allows users to perform various tasks such as modifying columns, sorting data, and saving reports. It is central to the video's tutorial on customizing report views.

💡Columns

Columns in the context of the video represent the data fields displayed in the report. The script explains how to rearrange these columns using the actions menu to customize the report layout according to user preferences.

💡Sort option

The sort option is a function within the actions menu that enables users to order the report data in ascending or descending order based on a selected column. The video demonstrates setting the 'order number' column to display the most current orders first.

💡Control break

A control break is a feature that allows for data grouping in a report based on one or more columns. The video explains how to enable this feature to group report results by the 'order month' column, enhancing data organization.

💡Highlight feature

The highlight feature is used to visually distinguish data based on specific conditions, such as orders greater than a certain value. The video shows how to apply this feature to the 'order total' column to emphasize important data points with different colors.

💡Chart View

Although not explicitly detailed in the script, the term 'Chart View' suggests a feature that allows users to visualize report data in graphical formats. It is mentioned as part of the next steps in the tutorial series.

💡Group by view

Group by view likely refers to another method of organizing report data, possibly in a grouped or categorized format. It is implied as a feature to be explored further in the tutorial, complementing the control break functionality.

💡Alternative report

An alternative report is a separate layout or version of a report that can be created and saved for different viewing or analysis purposes. The video explains how developers can save, rename, or delete these alternative reports.

💡Default report settings

Default report settings refer to the standard configuration of a report that is automatically loaded when the application is accessed. The script emphasizes the importance of saving changes via the actions menu to maintain these settings.

💡Monthly review

In the script, 'monthly review' is used as an example of an alternative report name. It illustrates the concept of creating specific report layouts for periodic reviews or assessments of data.

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