Self-Service Visualization
  • What is a Report?
  • Creating a new Report
    • Accessing the Report Module
    • Create New Report
      • Creating a new Report with an Existing Data Store
        • Creating and Updating Instance
      • Creating a new Report by Uploading a File
        • Creating a new Report by Uploading a CSV File
        • Creating a new Report by Uploading an Excel File
      • Creating a new Report with Data Preparation
        • Create a Report with Data Preparation - Inside the Report UI
        • Create a Report with Data Preparation- Partly from the Data Center
    • Designing a View
    • Saving Multiple Views
  • Design Canvas
    • Dimension Profiling
    • View Measure Summary
    • Customize Category Color
    • Series Properties
    • Create Calculated Field
      • Creating a Formula
        • Record Level Formula
        • Summary Level Formula
      • Creating Range
    • Order by and Limit
    • Adding a Slicer
  • Chart Gallery
    • Mixed chart
    • Area chart
    • Bar chart
    • Bubble chart
    • Column Stack chart
    • Line chart
    • Pie chart
    • Scattered Plot chart
    • TreeMap chart
    • Circumplex chart
    • Pareto chart
    • Semi Gauge
    • KPI Tile
    • KPI Tile: Comparative Tile
    • KPI Tile: Sparkline
    • Map
    • Data Grid
    • Metric Summary
    • Dissolution/Decomposition chart
    • Spider chart
    • Waterfall chart
    • Funnel chart
    • Inverted Funnel chart
    • Heat Map chart
    • Geo chart
    • Sankey chart
    • Word Cloud
    • Candlestick chart
    • Benchmark Analysis
  • Report Final Screen
    • Tab
    • Search
    • Create a New ML View
    • Shared Views
    • Live Refresh
    • Export
      • Export Properties
    • Change Theme
    • Data Store Information
    • Options Assigned to a View
      • Analyse
        • Timeline Play
        • Data Drills
          • Drill Into
          • Drill Through
      • Editing a saved View
      • Duplicate
      • Remove
  • Applying Filters
    • View Specific Filter
      • Dimension-based View Filter
      • Measure-based View Filter
      • Date-based View Filter
    • Global Filter
      • Exclude from the Global Filter
      • Saving a Global Filter
      • Custom View Filter
      • LOV Settings
  • Interactions
Powered by GitBook
On this page
Export as PDF
  1. Creating a new Report

Create New Report

Begin your actual Report creation process with this section. It aims to explain the multiple ways available for a user to create a new report.

PreviousAccessing the Report ModuleNextCreating a new Report with an Existing Data Store

The Create New Report page displays three options to begin with the Report creation.

Please Note: This screen opens to a user who has accessed the Report module using either of the steps shown in the Accessing the Report Module description.

  • Navigate to the Create New Report page.

  • Provide a Name for the Report.

  • Provide a Description of the report.

  • Select Existing Data Store.

OR

  • Upload a CSV file.

OR

  • Upload an Excel file.

  • Based on the selected option the rest of the information gets displayed to the user.

Please Note: The user can create a new Report based on an uploaded Data Sandbox file. It is possible to save some Data Preparations transforms on this Data Sandbox file and then use it for Data Store creation. Later the user can select this Data Store from the Existing list of Data Store while creating a new Report. This flow contains the following steps:

  1. Upload a Sandbox File/ Use an uploaded Sandbox file.

  2. Use the Data Preparation option to transform the uploaded file data.

  3. Create a Data Store based on the same Sandbox file.

  4. Create a new Report based on the same Data Store created on the clean Sandbox file.

Refer to the Creating a new Report based on a Data Sandbox Data Store with Data Preparations section to understand the flow in detail.

Create New Report page with various Options to proceed with Report creation