Create a new report

How to create a new report?

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

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.
:zap: 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 :zap: Hit Run.
And there you have the Pie chart of the Category-wise Total Orders report.