This section include steps to create a new Report with Data Preparation.
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The page explains Report creation based on a Data Store (from the Data Center) that contains Data Preparation steps.
Check out the walk-through on a Report creation workflow with a Data Store that contains saved Data Preparation steps.
Please follow the below-given steps to create a new Report based on a Data Sandbox file with Data Preparation Steps:
Navigate to the Data Sandbox list from the Data Center module.
Select a Data Sandbox file from the list.
Click the Data Preparation icon to create a Data Preparation and make some transformations.
The user gets redirected to the Data Preparation module.
Apply transformations using the Transforms tab.
The applied transforms will be noted under the Steps tab. You may open it to see the applied transforms.
Click the Auto Prep option to apply the Auto Prep functionality.
The Auto Prep is also mentioned under Steps tab after being applied to the selected data.
Provide a name to the Data Preparation.
Click the SAVE option.
A notification ensures that the data preparation is saved.
The Data Preparation gets added to the Data Preparation list.
Click the Create Data Store icon for the same Sandbox file from the Sandbox list.
The Create Data Store window appears.
Provide a name for the Data Store.
Describe the Data Store.
Select the available Data Preparation using the drop-down menu.
Click the Validate option.
A note gets displayed ensuring that the Data Preparation is applied and unsupported headers are modified.
Click the Save option to finish the Data Store creation.
A notification ensures that the Data Store creation has been initiated and may take a few minutes.
The newly created data store with data preparation steps gets added to the Data Store list.
Wait till the Job Status for the newly created Data Store gets displayed as Running.
The user may open the Notifications section to check the Data Store update. It would notify that the data is loaded to the newly created Data Store.
Navigate to the homepage and click the Report icon or Create New Report option to initiate the report creation.
The Create New Report window opens.
Provide a name for the Report.
Describe the report.
Click the Select Existing Data Store option to create the report.
Select the data store earlier created with the Data Preparation steps using the checkbox.
Click the Create Report option.
A new report gets created based on the Datastore and the user gets redirected to the Design page of the report.
Drag and drop dimensions and measures to create a View.
Click the Save icon to save the View.
A notification message appears and the View gets saved to the Report.
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.
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.
