Create Report

Self-service report creation in BDB is a streamlined process that empowers business users to generate reports with ease using flat files.

This page will walk you through the process of creating a new report by uploading a CSV file.

Step 1: Initiating Report Creation

• To begin, navigate to the Platform homepage.

• From the navigation panel on the left side of your screen, select the Reports option.

• This action will open the "Create New Report" drawer on the right side.

Step 2: Providing Report Details

In the "Create New Report" drawer, you'll need to provide some basic information for your report.

• Name: Enter a descriptive name for your report.

• Description: (Optional) Add a brief description to help you remember the purpose of the report.

• Next, you must choose a method to create your report. Select either the Upload CSV or Upload Excel option. For this guide, we'll proceed by selecting Upload CSV.

Step 3: Setting Up the Datastore

A datastore will be created from your uploaded file. You need to provide a name for this datastore and specify the delimiter used in your CSV file.

• Datastore Name: Provide a name for the datastore that will be built from your CSV.

• Delimiter: Specify the character used to separate values in your data (e.g., a comma , ).

• Now, click the Choose File option to upload your CSV file. Once the file has been uploaded, click Create Report to begin the datastore creation process.

Please note: While choosing an Excel file, it redirects the users to select a specific sheet.

Step 4: Reviewing Your Data

After the datastore is created, you'll be redirected to the Data Store Details page.

You can also see the following tabs:

• Variable Types: To see a breakdown of the variable types in your data, click the Variable Types tab. This will show you the data type of each column and the count of values.

• Sample Data: To view a sample of the data from your uploaded file, navigate to the Examples tab.

• Once you have reviewed the data and are satisfied, click Create Report.

Step 5: Designing and Saving Your Report

The system will now create the report and redirect you to the Design page.

• Here, you can use the design canvas to create a View—this is where you'll build your visualizations and tell your data story.

• After designing your View, save it to the final screen.

• You can add multiple Views to build a comprehensive business report.

Do you need help with any of the specific steps, such as designing a View on the canvas?

Rules to Remember while using a Flat File

Please ensure the selected CSV/ Excel file follows the format given below:

1. The first row in the file should contain the column headers.

2. The headers should not have a space. It should be a single word or two concatenated by an underscore(_).

3. The headers should not contain any special characters. E.g., %, #,$, @, *, etc.

4. The headers should not have only numerals. It should be with at least one alphabet.

5. All cells in a column should have a single data type.

6. The header should not use single or double quotes, dots, brackets, or hyphens.

7. Files with UTF-8 encoding are not supported in data store creation.

8. The size of an Excel file should be less than 10MB.

Try it out yourself

Follow the above instructions and use the CSV file as sample data to create your first self-service visualization report with BDB.

35KB

Smple Data for Report Creation.csv

Open

Please note: Kindly change the name of the Sample File while using it for your trial each time, if you are attempting more than one trial.