AD HOC REPORTING ANALYTICS RT - USDA Report - Analytics RT...ANALYTICS RT NICK CALIGIURI MAY 26,...
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AD HOC REPORTING ANALYTICS RT NICK CALIGIURI MAY 26, 2015
Transcript of AD HOC REPORTING ANALYTICS RT - USDA Report - Analytics RT...ANALYTICS RT NICK CALIGIURI MAY 26,...
AD HOC REPORTINGANALYTICS RT
NICK CALIGIURIMAY 26, 2015
AGENDA
• Navigating to InstantView• Drag and Drop Report• Formatting Report• Using Filters
NAVIGATING TO INSTANTVIEW
NAVIGATING TO INSTANTVIEW
Click Create
Select the View you will build your report on
Click on Report
NAVIGATING TO INSTANTVIEW
You are now at the reporting building screen known as InstantView
DRAG AND DROP REPORT
DRAG AND DROP REPORT
Drag fields from the field categories to the column or rows section to instantly see your data
DRAG AND DROP REPORT
To aggregate a field, click on the field, select Aggregation and choose either Count or Count Distinct
DRAG AND DROP REPORT
Click output to see how the report will be displayed when opened.
DRAG AND DROP REPORT
Click Report, then click save to prompt the save options. Chose where to save the report and click activate.
FORMATTING REPORT
FORMATTING REPORT
There are multiple formatting options for reports.
Report Formatting:
Clicking on this option will present you with all formatting options available for the table, such as; font size, sorting, header labels, etc.
FORMATTING REPORT
Column Formatting:
Clicking on this option will present you with all formatting options available for the each column such as; font size, summaries, column name, etc
FORMATTING REPORT
Conditional Formatting:
Clicking on this option will present you with the ability to change text color, add icons, or change cell color for a column based on values in that column.
USING FILTERS
USING FILTERS
Drag and drop a filter the same way you would add a field as a column.
USING FILTERS
Click on the filter to prompt a list of options for that filter.
