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 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.

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