Sprinkle Docs
Search
K

Create a new report

How to create a new report?

  • Click on Analyze from the navigation bar and navigate to Reports V2.
  • Click on “+ Create Report” to create a new report.
  • On the Build Report Using page - Choose Model, to build detailed reports using models created on top of 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.
  • Search and select the model on which you want to build the report.
  • Click on Create.

Build a Report from Table

Let's suppose we have an ecomm_orders model and we want to build some analysis around that, like Category-wise total orders, Sales by state, etc.
  • Click on "+Create Report" and select the ecomm_orders model.
  • On clicking on Create, you would land on the Edit View of the Report Builder UI.
  • In the Input section, you can see all the Dimension columns and Measures that are present in the model.
  • For example, let's build a table consisting of category-wise total orders. The Table is the default visualization type.
  • In the Build Section, Table Fields - there are two sections: Summarize and Group By.
  • Drag Order_id into the Summarize area. You may also click on "+Add Column" to add a column. When you drop a numeric column, the summarization is by default selected as Sum. You may change the aggregation type. As for our example, we need the Count of the Order_Ids by category, so let's change the aggregation to Count by clicking on the dropdown button alongside the selected Order_Id column in Summarize area and choose Count aggregation.
  • Now drop Category into the Group By Area.
  • Hit the Run button.
  • And there you have the Category-wise Total Orders report in the Table format.
  • Now, for example, you want to plot a pie chart for the Category-wise Total Orders report. Click on Pie-Chart Visualization type on the top of the pane.
  • Make edits to the chart settings if required, and
    Hit Run.
  • And there you have the Pie chart of the Category-wise Total Orders report.
Category-wise Total Orders