Workflow 6

In this workflow, we’ll guide you through the process of creating a Self-Service Report, utilizing its full range of features. We begin by navigating to the Data Center to create a new Data Connector, then build a Datastore using an SQL query based on the connector. Finally, we move to the Report Module to visualize the data in a Self-Service Report.

Step-by-Step Instructions

1. Begin by navigating to the Data Center module.

2. Click on the “create+”and the click on create data connector

3. Create a new data connector and provide the necessary details to connect to the data source.

4. Use an SQL query on top of the data connector to create a data store by clicking on three dots.

5. Explore the LOV (List of Values) settings feature: enabling LOV shows sub-values, while disabling it hides them.

6. Visualize the data by navigating to the Report module.

7. Create an instance for the report based on the data store created using the SQL query.

8. Navigate to the app menu and click on report module Create Report.

9. Provide the name of the report and description if needed and select desired data among excel file, csv file and existing data store,here we are selecting the existing data store and the click on create report

10. Now you are in a designing page to plotting the kpi

11. Search for dimensions and measures to plot the chart.

12. Use "Candidate ID" and "Source" fields to plot a chart.

13. Create a calculated field to compare offered salary and previous salary in the chart.

14. Use the NLP search feature to create a chart showing the top 5 skills by monthly salary.

15. Add synonyms for easier field searching.

16. Utilize the "Shared View" feature to apply created views across all data stores in the current report and add a view showing the joining status of candidates by team.

17. Manually refresh the view if any data gets updated.

18. Use the live refresh feature to update the chart in the report based on real-time data using the WebSocket component in the data pipeline.

19. Further explore KPIs for deeper analysis.