Create a Report with Data Preparation - Inside the Report UI

Create a new Report by implementing the Data Preparation steps to an uploaded file using the Report UI.

Check out the given walk-through to create a new report on top of an uploaded file that contains Data Preparation steps.

Creating a new Report based on an uploaded file with Data Preparation steps

Please follow the below-given steps to create a new report based on an uploaded file containing Data Preparation Steps:

• Click the Report option from the Platform homepage (The user can use any of the way to access the Report option). The following image displays selecting the Report icon provided on the left side panel.

• The Create New Report dialog box opens.

• Provide the name for the Report.

• Provide the description for the Report.

• Click the Upload CSV option to upload a CSV file.

• After selecting the Upload CSV file a field to mention the delimiter appears.

• Click the Choose File option to select and upload a file from the local system.

• The selected file's name appears next to the Choose File option.

• A notification message appears to ensure that the file is successfully uploaded.

• Click the Data Prep option provided at the bottom of the page.

• The data of the selected CSV file opens in the Data Grid format under the Data Preparation framework.

• Provide a name for the Data Preparation.

• Apply the required Transforms. or Click the Auto Prep option to apply the auto-mated transforms to the selected data (In the below-given image Auto Prep option has been chosen).

• Open the Steps tab to see the applied Data Preparation steps (In this case, all the transforms part of the Auto Prep appears as a single step).

• A notification message appears to ensure the user that the Data Preparation has been successfully applied.

• Click the Create Report option.

• Another notification message appears to inform the users that the Data Store creation process has been started and status notification will be sent shortly.

• The report gets created under the My Documents, and the Design canvas of the report opens by default.

• Create a View by drag and drop or selection of the required Dimensions and Measures.

• Click the Save option to save the View.

• A notification message appears to ensure that the View has been created successfully.

• The newly created View gets Saved to the final screen of the Report.