Creating Reports in the new ProView

    Creating Reports      

               

                      For Editors and Clients with ProView Advanced

     

    Reports are tables or charts that offer information about one or more metrics – the data we seek to quantify. Often, we put metrics in the context of certain attributes (categories) to bring out trends and patterns that lead to interesting insights. When we analyze metrics broken down by various attributes, we call this slicing and dicing data.

    Terminology Review

    Facts

    Individual numerical measurements attached to each data set in the source data.

    Facts are always numbers and are the smallest units of data. Examples include opportunity amount, campaign clicks, and website views.

     

    Metrics

    Aggregations of facts, or counts of distinct attribute values, presented as a single number in a report.

    Metrics represent what is being measured in a given report and are defined by customizable aggregation formulas. Examples include sum of sales, average salary, and opportunity count (number of opportunities).

     

    Attributes

    A non-measurable descriptor, or category, that contextualizes metrics by determining how they are computed and displayed in a report.

    Examples could include month, store, or employee name – all interesting categories for breaking up some metric like total sales. Attributes appear as row and column headers on a table and represent the categories by which metrics are divided on a chart. e.g. The bars on a bar chart might each stand for the total sales (metric) witnessed at different store locations—location being an attribute.

    In this chapter, we’ll discuss steps you can take as a report author to specify what you’d like to measure and how you’d like to measure it in a report. We’ll also explore features like data filtering and custom drill paths. In upcoming chapters we’ll then look at how you can get the most of your tables and charts.

     

    Creating New Reports in the Report Editor

    New reports are set up from the Report Editor. To navigate there, select Create Report above the Report Directory on the Reports Page.

    Figure 63 The Create Report button leads to the Report Editor, where a report can be built from scratch.

     

    NOTE: Editors can always return to a report’s configurations page by clicking a report’s linked name as it appears on any given dashboard.

    When you arrive at the Report Editor, you will see the What, How, and Filter buttons. You can enter a report title and description at any time by clicking the default text that appears at the top of the page.

     

    Figure 64 Decide what your report will measure and how data will be categorized

     

    All reports have at least one metric (what) and – with the exception of headline reports – typically have one or more attributes (how). Reports can also have filters, which allow the report author to zero in on certain subsets of data by excluding data that is not of interest.

    As you add report metrics, attributes, and filters to your report from the What, How, and Filter panes, the total number of each type of report element will be displayed on the buttons at the top of the Report Editor.

    Figure 65 There are three types of elements that go into a new report. What and How represent metrics and attributes, respectively.
    At any time when configuring a report, you can compute and preview it by clicking Done.

    Figure 66 Click Done to preview a report you are configuring.

     

    What Pane - Adding Metrics to Reports

    The first step of building any report is to select the What button to decide what metrics will be computed in your report. This opens a pane that displays all of your project’s metrics.

    By default, metrics are organized by folder, but you can also use the View by drop-down to organize your metrics by tag.

    When you select a folder or tag of interest in the left-most sidebar, its metrics appear in list form in the center column. There, you can use the checkboxes to select one or more metrics for use in your report.

    Figure 67 Select metrics in the center column to add them to your report’s definition In some cases, metrics are displayed in two categories:

    • Global Metrics

    • Report Specific Metrics

    Figure 68 Global metrics are available to add to any report within a given project.

    Global metrics are available for all of the project’s reports, while report specific metrics can only be used for the current report. The decision to keep a metric report-specific belongs to the metric author, who can always opt to globalize a local metric.

    NOTE: After a metric has been added to the global metrics, it can be edited only through the Manage page.

    In the case where a user deletes a global metric that is being used in one or more report, the metric is removed from the list of global metrics but remains as a local metric within the reports in which it already appears.

     

    Metric Details

    The details of a selected metric appear in the right-most column. Details include the metric description (determined by the metric author), the MAQL definition that is used to select data relevant to the metric you have selected, and the current metric number format.

    The View Detail button at the bottom of the details pane links to the Manage Page, where you can make global changes to the metric – affecting its settings wherever it appears in the project.

    Simple Metric Editor – Adding New Metrics

    You can create new metrics from the metrics column in the What pane. Click Add New Metric to access the Simple Metric Editor, or click (advanced) to access the Metric Editor dialog.

    Figure 69 Clicking Add New Metric opens the Simple Metric Editor. Clicking (advanced) leads to the Custom Metric Editor.

     

    Clicking Add New Metric in the metrics column opens a Simple Metric Editor in the right- most column of the What pane.

     

    Figure 70 The simple metric editor allows you to aggregate facts (and attribute values) into new metrics.

    Operation: Begin by selecting which operation will aggregate data facts to form your new metric: SUM, MAX, MIN, AVG, COUNT, or one of the running total operations.

    SUM stands for the sum total of all of a fact’s values, MAX stands for the single largest fact value, MIN stands for the single smallest value, and AVG stands for the mean.

    You can also choose COUNT to determine the number of unique values of a certain attribute, like Stores. COUNT is supported by the Simple Metric Editor but is more powerful when used in the Custom Metric Editor.

    Running total operations like RUNSUM, RUNMAX, RUNMIN, and RUNAVG are useful for creating metrics that, when broken down by one or more attributes in a report, display values that represent the cumulative total of the current metric value and all prior metric values in the report.

     

    Figure 71 Running sum of a number of leads fact, RUNSUM(#Leads), broken down by the month/year attribute

    Perform operation on: Choose a fact to aggregate.

    Add to Global Metrics: If you’d like your metric to be available for use in other reports within your project, select Add to Global Metrics. Once you select to make a metric global, you can use the dropdown that appears to add the metric to a metric folder of your choice, or create a new metric folder.

                 • Administrators can also reorganize metrics into folders from the Manage Page.

    NOTE: After a metric has been added to the global metrics, it can be edited only through the Manage page.

    Figure 72 Add global metrics to a folder so they are easy to find later on.

    If you choose to keep your metric local it will only be available for use on the current report.

    Note: For more information on using the Advanced Metric Editor dialog, see the section below: Custom Metric Editor.

    Once you have added your new metric, notice how the What button is updated to reflect the total number of metrics currently in your report.

    Figure 73 Any numbers beside What, How, and Filter indicate the number of metrics, attributes, or filters (respectively) that have been added to the report.

     

    How Pane - Adding Attributes to Reports

    After deciding what measurement a report will display, the next step is to determine how your report metrics will be contextualized. Clicking the How button opens a pane where you can choose one or more attributes that will be used to break up your metric into categories of interest.

    Like metrics, attributes are organized by tags and folders that can be accessed in the sidebar on the left side of the How pane. Use the View by dropdown to change the way your reports are organized.

     

     

    Figure 74 The Report Editor intelligently removes attributes that do not relate to a report’s metrics.

    When you select a folder or tag of interest in the left-most sidebar, its attributes appear in list form in the center column. You can use the checkboxes to select one or more attributes to contextualize your metrics. (In many cases you will choose just one attribute, but for some charts and use-cases you may wish to choose two or more.)

    Depending on the metric(s) you have selected in the What pane, certain attributes may become unavailable. These will appear light gray in the How pane. Unavailable attributes are a feature of the guided analytics, which guides users away from coupling metrics and attributes that, according to the project’s data model, are unrelated to one another. Such combinations would result in a nonsensical report.

    Attribute Details

    Like metrics, attributes also have details associated with them. These are displayed in the right-most Detail column, within the How pane.
    Attribute descriptions appear toward the top of the details column. Beneath, you can use the Display Label dropdown to determine how reports will label an attribute (relevant for many but not all attributes).

    Beneath, you can verify which filters are already applied to the active attribute or click the Filter This Attribute link to add a filter to your new attribute.

    Filter This Attribute: Filter Values

    Clicking the Filter This Attribute link in the Attribute Details column opens a Filter Values sub-pane in the How dialog. There, you can select certain sub-categories of the active attribute that you would like to include or exclude from your report.

    The Filter Values sub-pane offers a quick way to filter a report’s attribute values, but for more advanced filtering you’ll want to turn to the Filter pane.

    Figure 75 Add simple report filters directly from the How pane.

     

     

    Filter Pane - Filtering Within a Report

    Once you have selected what to measure and how your report’s metrics will be computed, you may wish to actively include or exclude certain subsets of data from your report. This is done from the Filter pane, which is accessed by clicking the Filter button.

    At the top of the Filter pane, you can see all active filters in your report. In many cases, filters are automatically created as a result of the report definition.These filters can be reviewed and modified by selecting their linked names.

    In cases where more than one filter is applied to a report, you can modify the order in which the filters are applied by dragging filter names up and down the numbered list.

    You can also delete a filter by hovering over its name and then selecting Delete.
    In the example below we see one active filter, which serves to exclude all data that does not relate to the sales reps that the user has selected.

    Figure 76 See which filters have already been added to a report.

    The Filter pane is also useful for adding new filters to your report. You can create four different types of filters in the Filter pane:

    Select from a List of Values

    The List of Values filter allows you to focus in on specific sub-categories of a given attribute. For the Account attribute, for example, you could choose to only include report data from certain accounts.

    NOTE: For some types of attributes, like dates, the appearance of the List of Values filtering pane may change. In the following example, a user has selected several months in 2012. Data from these months will be used in the report’s computations. Data from other months that have not been selected will be excluded. Rather than select an absolute time period to filter, the user could also choose to use the controls on the right to select a floating time range that is defined relative to the present.

    Figure 77 When filtering for dates, select discrete date values on the left.

    You can choose floating ranges of time to pinpoint time periods relative to the present: