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 the Data Preparation Steps:

• Click the Report icon or Create a Report option from the Platform homepage.

• The Create New Report dialog box opens.

• Provide the name of the Report.

• Describe the Report.

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

• Provide a name for the Datastore.

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

Please Note: After selecting the Upload CSV file a field to mention the delimiter appears on the Create New Report page.

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

• A notification flashes to inform you that uploading the selected file may take a few moments.

• 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.

• 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 the 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 appear as a single step).

• Provide a name for the Data Preparation.

• Click the SAVE option.

• A notification message ensures the user that the Data Preparation has been successfully applied.

• Click the Apply and Close icon.

• A notification ensures that the selected Data Preparation has been applied.

• Click the Create Report option.

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

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

• Create a View by drag and drop 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.

Please Note: The same steps can be applied to an uploaded Excel file to create a Report.