Create a new Report

How to create a new report?

  • Click on Analyze from the navigation bar and navigate to Reports V2.

  • Click on β€œ+ Create Report” to create a new report.

  • On the Build Report Using page - Choose SQL Editor, to build detailed reports using the SQL Query's Output table using your data warehouse tables.

  • Report V2 info popup will appear and click on the "Start Building Report"

  • The Create Reports form opens up. Give a name to your report.

  • SQL Reports Builder window will open up in Edit Mode where you can write your SQL code to get the desired data.

  • By default, the result/output of your SQL query is visualized as a Table.

  • You may choose from other visualization options from the visualization selector dropdown appearing just below the SQL Editor.

  • After running the SQL code in SQL Editor you may go to the Visualization tab on the left-hand side and choose the relevant Visualization (by default it will be Table) to enhance your data storytelling.

  • Add/ Drop the table output columns obtained from running the SQL query in SQL Editor into the relevant sections under the Visualization tab.

  • Click on Visualize button and your report will be ready.

Build a Report using SQL Editor

Let's say you have an Order_details raw table which you need to modify first using some SQL query and then use the final table to perform some analysis like "Product Category wise Total Orders".

  • Click on β€œ+ Create Report” and choose SQL Editor.

  • Give a name to the Report and now you will land on the Report V2 -SQL Editor UI.

  • Now in the SQL Editor tab write the SQL query which you want to use to modify the Order_details table and click the Run button.

For eg: If you want to analyze only the North region order's data and also want to combine order_id and location_id columns to create a new column tracking_id then you can write the following Code

Select a.*, concat(a.order_id,'-',a.location_id) as tracking id

from orders_details

where a.region ='North';

  • You will now have a final table as the Output of the above SQL query.

  • Now go to the Visualization Tab below the Schema Browser tab and choose the Pie Chart option.

  • In the Build panel go to the Chart Setting section and select Measure column Count of Order_id in the Values section and select Product Category column in the Labels section.

  • Click on the Visualize Button and your Pie Chart will be ready showcasing "Product Category wise Total Orders" for only the North region as you require.

Note: SQL Reports in the new version is an update from the SQL Explores legacy feature.

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