Dataset Report Editor Overview

This article gives a brief overview of the range of expanded Reporting options available in Metric Insights.

The Dataset Report Editor has following tabs:

  1. Info Tab
  2. Data Tab
  3. Content Tab
  4. Distribution Tab
  5. Associations Tab
  6. Documents Tab
  7. Advanced Tab
  8. Engagement Tab
  9. History Tab

1. Info Tab

  1. Activate this checkbox to flag elements and then Migrate Content using our Export/Import Migration Scripts. Check for details in Scripted Migration via Category and Element Editors article.
  2. Dimension it by: Optional. Choose a Dimension to be applied to the Report.
  3. Visible: Select where the Report will be visible by activating the corresponding checkbox.
  4. Name: Give the Report a descriptive name.
  5. Description: Optional. By default, the Name is repeated here, but if this is not sufficiently descriptive, you may change it.
  6. Category: Select from dropdown; all reports much exist in one and only one Category.
  7. Certified: Certification is a means for Admin and Power Users to identify elements that have been approved as being valid and accurate. For details refer to Certifying an Element.
  8. Tags: Tags are used to relate elements to each other for purposes of identifying similar Charts when the See Related drop-down list in the Metric Viewer is populated, allowing a more in-depth analysis of trends. For details refer to Create a Tag.

2. Data Tab

  1. Dataset & View: Select the Dataset from the drop-down menu.
  2. [Show Data] to validate the report.
  3. [Save & View] or just [Save].

Your Report is now ready to view, but you will probably want to apply some of the Report Formatting options available in the Report Content tab.

3. Content Tab

  1. A full Report Table will be set up with the formatting applied to your Dataset (if any). Selecting Edit for any object will produce a slide-out Editor.
  2. Additional Objects are created using drag-and-drop to move the icons into the 'Drop Components Here' area:
    • Tables or Pivot Tables product separate Editors;
    • Text allows free-form 'banner' sections to be displayed / External Visualizations are easily added to the Report;
    • A variety of pre-formatted Charts are also available.
  3. The "up-down" icon allows you to move the various items within the Report.
3.1. Select Object to Display on Report Tile

Specify which Chart or Table will appear on the Homepage tile by activating the Show on Tile option. Only one object will be allowed, any other checkbox will be de-selected.

3.2. Apply Filters at Report or Element Level

For more details, see Applying Filters in Dataset Reports article.

3.3. Table Structural Formatting

3.3.1. Basic Formatting via Table Editor

Click Edit to open the Table Editor.

  1. Give the Table a descriptive title.
  2. Select a font for this Table.
  3. Header Format: Select the color of font and background and the styling of the header.
  4. Limit Rows: Activate this checkbox to display another field where you can limit the number of rows (see highlighted example).
  5. By drag-and-dropping the rows you can define the order in the Table and activate the checkboxes to show/hide the columns. The Edit icon allows setting options for individual fields.
  6. Hide Unused Columns: Activate this checkbox to hide all unused columns in the Editor.
  7. Sort Order: [+ Sort] to add a sorting rule.
  8. Conditional Formatting: Apply Rules for Formatting based on specified conditions.
  9. Grand Totals: Activate this checkbox to add totals to every column and optionally relabel this field.
  10. Show on Tile: Select either the table itself or the rows count will be shown on the tile.
  11. These checkboxes define whether the table is shown in the Viewer and Email or not.
  12. Include as Attachment: Activate this checkbox to add the table to the email as an attachment.
  13. Display banded rows: Activate this checkbox if you want every uneven row to be shown with a gray background color.
  14. Click </> Get embed code to obtain table's embed code.

[Apply] to confirm changes in the Table.

3.3.2. Applying Sections and Groupings in Table Editor

Sections and Grouping provide an easy way to customize your Table for easy viewing.

  • Sections provide the ability to divide the table into separate sections according to the unique values of one of the columns.
  • Grouping allows specifying one or several columns and grouping all other columns according to their values. When set, the repeated column values are instead shown as blank.

For more details, check the Using Sections and Groups in Dataset Report Tables article.

3.3.3. Applying Formatting Via the Column Drop-down Menu

To edit individual Columns, open the drop-down next to the Column name. You can easily Sort or Hide the column, apply Text and Fill color, etc. Or you can click Edit Column to open the full Column Editor.

Report Editor - Google Chrome

Full Column Editor allows you to also:

  1. Display Name: Allows you to modify how the Column Name displays.
  2. Display Mask: allows you to select a Display Mask for column values.
  3. Aggregation:  Allows you to aggregate column values.
  4. Hyperlinking: Allows you to drill down to more detail (see Creating Manual Hyperlinks in a Dataset Report).
  5. Column Format: Allows you to see any options already set or apply new options.
  6. Override Header Colors: Will use the same colors for the Header that are set for the Column text/filler.
3.4. Table Conditional Formatting

Conditional Formatting allows you to set Rules and Conditions that can highlight when specific conditions (aka Anomalies) occur in your data.

Select [+ Rule] in Conditional Formatting section to display the options available.

You can choose to compare and format any of your data fields; the options available will differ for text, date, and numeric fields. 

Example: Comparing a Field to a Value
  1. Select any of the data columns from the drop-down menu.
  2. Choose both the condition, and either a value or another data column. List of options in the drop-down will vary based on both the Data and Condition chosen.
  3. Select Format options: text or background color, bold or italic styling.
  4. Choose whether you want to apply the formatting to a single value or "Entire Row".
3.5. Creating Pivot Tables

Pivot Tables function much like other Tables in the Report Editor, but provide fewer options, especially when applying Conditional Formatting as this can only be done at the Column level.

For more details, see Pivot Tables in Dataset Reports article.

3.6. Creating Various Charting Displays

There are numerous charting options available by simply dragging-and-dropping one of the Chart icons.

For details about various Charts and options available, check Creating Charts in Dataset Reporting article.

3.7. Creating Rich Text Blocks

Users can add blocks of text to the Dataset Reports to make them even more informative and compelling. To use this option, drag the Text tile to the Report Canvas and add the desired information.

For more details on Text Blocks, see Working with Text Blocks article.

3.8. Adding External Report
  1. External Visualization: From the drop-down menu, choose the External Report with which your Dataset Report will interact.
  2. Title: Give the External Visualization a descriptive name.
  3. Activate the Link Visualization to Data Table radio button 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: Click [+Add] and map more Report columns to External Filter values.
  5. If you activate Combine values for each filter checkbox, 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 Show in Viewer. You can specify:
    • the Height of Visualization;
    • the Maximum number of Instances.
  7. Optionally, select 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. Distribution Tab

  1. Specify whether Reports with no data will be distributed or not. For more details, see Generating Empty Dataset Reports (when there is No Data).
  2. If you have chosen to include any attachments to your Report, you must specify the format in the Report Distribution tab.  

NOTE: This setting will apply to all Charts and Tables electing to include attachments.

5. Associations Tab

  1. Associations. These are the drill path that lead from the Metrics. For more details, check Establishing a Drill-Path from a Metric to Another Element article.
  2. Announcements. This table shows the list of Announcements that is shown on the Report Viewer. For more information, see Create an Announcement on Homepage or Element Viewer article.
  3. Bursts. The Dataset Report can be sent to other users via Burst. This table shows the list of Bursts that include this Report.
  4. Folders. This section displays which Folders contain this Report.

6. Documents Tab

In this tab the User can attach Documents to the Report. For more details, check the Adding Documents to Homepage or Element Viewers article.

7. Advanced Tab

  1. Permissions. Here that User can allow other Users and Group to view or edit the Report. For more details, check the Granting Power User Access to Report article.
  2. Ownership. In this section the Administrator or creator of the report can define who will be owners of the Report. For more information, see What Types of Users Exist in Metric Insights article.
  3. This Report is: Define whether this Dataset Report will be visible to all Users that have access to it or only to you.
  4. Show numeric NULL values as: Define either the NULL values will be shown as a blank space or a zero.
  5. Show text Blank values as: Provide a custom text to replace a blank text value if necessary.
  6. Message when report is empty: If the Report is empty, the message from this field is shown.
  7. Use Different Element for Tile on Homepage: Select what Element is shown on the Catalog Page Tile of this Report.
  8. Expire if latest data is more than: Set the time period after which the Report is expired.
  9. Make Discoverable to Users Without Access: Define whether the Users who don't have access to this Report can see it blurred on the Catalog Page or not. If it is visible, the User can request access by clicking on the Report's Tile.
  10. Preview Image: Define how blurred the Preview image will be for Users who don't have access to the Report.
  11. Use Custom Access Denied Message: Enable this toggle switch to add a custom "Access Denied" message for Users who try to open this Report without having access to it.
  12. Access Request Email: Provide an email address to which access requests will be sent.

8. Engagement Tab

This tab shows all the engagement that Users had with this Report. The chart displays how many times Users opened the Report's Viewer. The Feedback section shows comments Users left to this Report.

9. History Tab

This tab displays all the changes that were made with this Report.