Create Public Report using Actions Menu (Report, Chart, Group By and Pivot) Views - Part 14

Summary

Tech 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

00:00

📊 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.

05:00

📊 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.

Keywords

💡Tech mining

Tech mining refers to the process of extracting valuable insights from data, particularly in the context of technology. In the video, it likely represents the subject matter or the name of the software being discussed, which is used to analyze and report on data. The script mentions 'Tech mining' at the beginning, indicating it's the title or theme of the tutorial.

💡Public report

A public report in this context is a type of report that can be accessed by multiple users within a system. The script explains that a public report can be created, renamed, or deleted by the end user who made it, and it can be viewed by others, which is a key feature for collaborative environments.

💡Named report

A named report is a saved instance of a report with a specific name for easy identification and retrieval. The script describes the process of saving a report as a 'named report', which allows users to create multiple variations of a report and save them under different names for either public or private viewing.

💡Control break

In reporting tools, a control break is used to group data based on a certain field. The script mentions setting a control break on the 'customer' column, which organizes the report data by different customer names, allowing for segmented analysis within the report.

💡Chart

A chart in the context of the script refers to a graphical representation of data that can be created within the reporting tool. The script provides steps to create a chart using parameters and functions, such as the 'average' function, to visualize the data in a more digestible format.

💡Average function

The average function is a statistical tool used to calculate the mean of a set of numbers. In the script, it is used to determine the average order amount per customer, as shown when dividing the total orders of a customer by the number of orders they placed.

💡Group by

Group by is a feature in reporting that allows data to be aggregated based on specific criteria. The script describes using the 'Group by' feature to organize the report by certain parameters, such as 'customer', and to display grand totals for a comprehensive view of the data.

💡Pivot

Pivot refers to a feature in data analysis that allows for the reorganization of data into a cross-tabulated format. The script mentions using the 'pivot' option to create a crosstab view, which is useful for comparing data across different categories or dimensions.

💡Sum switch

The sum switch is a setting in reporting tools that, when turned on, calculates the total of a particular field across the dataset. The script mentions enabling the 'sum switch' to produce grand totals on the page, which is essential for getting an overall summary of the data.

💡Actions menu

The actions menu is a part of the reporting tool's interface that contains various options for manipulating and customizing the report. The script describes using the actions menu to perform various tasks, such as saving the report, applying filters, sorting data, and computing new columns.

💡Download

The download option allows users to export or save a report in a specific format for offline use. The script mentions the 'download' feature, indicating that users can download the report in formats that are supported by their system and report definition.

💡Help

The help feature provides assistance or guidance on how to use the reporting tool effectively. The script briefly mentions 'help' as a part of the actions menu that offers descriptions on customizing interactive reports, which is useful for users who need additional support.

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