Dataset Reports Overview (New in 5.3)

As of Release 5.3.0, Metric Insights offers new dynamic Reporting capabilities. With the Report designer concept in mind, Dataset Reports functionality allows more ways to control how Report Data is managed and displayed in the Report editor, Viewer and in Notification messages.

PREREQUISITES:

  1. Dataset
  2. Two System Config variables need to be set to 'Y'
    1. DATASET_REPORTS_ARE_DEFAULT: necessary to make Dataset Reports the default when creating Report objects from Dataset Viewer
    2. ENABLE_DATASET_REPORTS_MENU_SELECTION:  to activate both options for Report creation in the New menu: Dataset Reports and Legacy Reports

 

The example below creates a Report directly from the Dataset Viewer. You can also create a Dataset Report directly from the New menu -  You can also create a Dataset report directly from the New menu > Dataset Report

1. Select a Dataset View

2. Create Report directly from Dataset Viewer (Actions > Build Report )

3. Report Editor > Content tab

3.1. Table Formatting

Dataset Data is displayed as a Table based on the configuration from in the Dataset View.

To edit the whole table, use the Edit (Gear) icon. In the pop-up you can:

  1. Specify the Title for your Table
  2. Change the Header Formatting
  3. Drag&Drop Columns to Sort the order in which they appear
  4. Determine a new Sort Order of your choice
  5. Add Grand Totals
  6. Choose to Show in Viewer and configure the Height of your Table
  7. Select to Show in Email
  8. Include as Attachment (The File type is defined in the Report Distribution tab)
  9. Apply to make the changes effective.

3.2. Column Formatting

3.2.1. Format via Table Editor

When in the Table Editor you format individual columns by clicking the Edit (Gear) icon next to the Column's name.

You can:

  1. Change the Name of the Column.
  2. Configure the Column Format.
  3. Add Conditional Formatting Rules.
  4. Determine if you want a particular Column to be displayed in the Table.
  5. Click [Done] to apply changes.
  6. Click [Apply] on the Table Editor pop-up.

3.2.2. Format via the Formatting Drop-down

To edit individual Columns, open the dropdown next to the Column name.

You can select from the list of choices or click the Edit (Gear) icon to access more formatting options.

In the pop-up, you can:

  1. Change the Name of the Column.
  2. Configure the Column Format.
  3. Add a Conditional Formatting Rule.
  4. Determine if you want a particular Column to be displayed in the Table.
  5. Click [Done] to apply changes.

3.3. Charting Options

To Add and Format Charts and Report Tables, Drag the placeholder images to the Drop Components Here field.

4. Design how Report Data is displayed

4.1. Line Charts

  1. Specify the Line Chart's Name
  2. Determine X-Axis values
  3. Choose the Measure for your Chart to display
  4. Select the Chart to show a Single Line or a Multiple Line Series
  5. [Optional] Define the X-Axis and Y-Axis Titles
  6. Determine the Height
  7. Apply

4.2. Pie Charts

  1. Specify the Pie Chart's Name
  2. Define Sector Labels
  3. Define Sector Values
  4. Select these two options to display the figures directly on the chart in Viewer and Email; otherwise these values only display on hover-over.
  5. Determine the Height
  6. Apply

4.3. Tables

The Formatting options for Report Table are essentially the same as those for the initial Dataset Table. In this table, you can choose to display relevant information. To do so:

  1. Specify the Table's Name
  2. Define which Columns to display. Those that will not be shown are greyed out. Drag&Drop Columns to sort.
  3. Apply to make all the changes effective.

4.4. Pivots

  1. Specify the Pivot's Name
  2. Determine Row Values
  3. Determine Column Values
  4. Specify Measure that will be used to calculate values
  5. Optionally, specify is you want to include Grand Totals for Columns and Rows and if so, determine their formatting
  6. Apply

4.5. External Visualizations

  1. From the drop-down, choose External Report Visualization with which your Dataset Report will interact.
  2. Define the Title.
  3. "Link Visualization to Data Table" to link Column Values to a Visualization.
    • In the Dataset Report Editor, when you click such a link, the Visualization will open on an external webpage.
    • In the Dataset Report Viewer, when you click the table link, the Visualization will open in the Viewer.
  4. Map Report Columns to Filters. Clicking [+Add] allows mapping more Dataset Report columns to Filters.
  5. If you select "Combine values for each filter",  the same Visualization will be displayed for All Filter Values. If this box is clear, you can select the number of instances to display in Viewer and in an email. Options for Maximum number of instances to display will appear in both Show in Viewer and Show in Email
  6. Optionally, select to Show in Viewer. You can specify:
    • the Height of Visualization
    • the Maximum number of Instances
  7. Optionally, select to Show in Email. You can define:
    • whether clicking the image in an email will open your Dataset Report or External web page
    • the Maximum number of instances
  8. Apply.
4.5.2. Example of how Table Links work in Dataset Report Viewer

When you click a link in the Table, the Visualization will display data for that particular link.

5. Specify the Attachment Format

If you have chosen to use any Attachments, you must specify the format in the Report Distribution tab.  

Note: This setting will apply to all Charts and Tables in this Report.

7. Configure Report Notifications (from Report Viewer)

8. Select Chart/Table to appear on the Homepage

  1. Specify which Chart or Table will appear on the Homepage tile by activating the Show on Tile option.
9. Create a Dataset Report from the New menu (New > Report > Dataset Report)

9.1. Define the Basics

  1. From the drop-down, select a Dimension
  2. Specify the Name
  3. Add a Description if necessary
  4. Select a Category for your Dataset Report  
  5. Optionally, put your Dataset Report in a Folder
  6. Add any Tags if desired
  7. Click [Define Details]

9.2. Report Editor > Data tab

  1. From the drop-down, select Dataset & View
  2. Click [Show Data]
  3. Save

Go to Report Content tab. to complete,  continue with steps beginning in:  Section 3 of this document: Report Editor > Content tab