Layout and options

Input Pane

• This pane has fields that can be selected in the Report, which you can select from the input model.

• It lists all the inputs that can be added to the report, such as columns from the model, or custom fields which can be created in the form of SQL expressions.

• You can drag and drop these inputs into the relevant sections, such as the Filter pane or the Visualization pane's build section.

Column Section

This Section has a list of all Dimension columns and Measures that are present in the selected input model. All these fields can be added to different sections for report creation.

It has two sections:

• Dimension: It contains the list of all the selected categorical columns at the Model level.

• Measure: It contains the list of all the aggregated columns at the Model level like count of order_id, a sum of sales, etc.

Custom section

• Custom columns: You can write SQL expressions to create new columns at the level of the input and use it in your report/visualizations. It will also contain the list of all custom columns that you have already created at the Model level using Expressions.

• Custom metrics: You can write SQL expressions to create complex metrics and use them in your report. It will also contain the list of all custom metrics that you have already created at the Model level using Expressions.

• Custom filters: You can write SQL expressions to create complex logic that evaluates to a boolean and use it to filter your data.

• Variables: You can create new variables here. This section shows all the defined variables at the Report level, either local or global.

  • You may create local variables and use them in your expressions. The global variables are read-only.

  • Local Variables defined at the model level are not available to be used in the report expressions. But these become available on the view-screen for you to update the run-time value.

Visualization Pane

• You can select different visualization options to create reports, viz., charts such as line, bar, column, area, combo, scatter, pie, bubble, histogram, funnel charts, tables, pivot tables, etc.

• You can create reports using the Build and Format section which has options such as selecting Table fields, Sort, Row limits, Total, Table calculations, Field Formatting, etc in this pane. For more, refer here.

Filter Pane

• You can filter the reports by adding/dropping columns, metrics, or custom filters to this pane.

• This pane is available in both Edit/ View modes. In Edit mode, you may add, remove or update the filter operators and values. In the view mode, you may only update the filter operators and values for the particular run, it does not get saved.

Output Pane

• This pane shows the output of the report, it can be in the form of a table or any charts as configured on the visualizations pane.

• You can also view the SQL query of the generated report or view the details of historical runs in the Jobs section.

• You can export the report table using the Download button in CSV or PDF formats.

• This pane has a Save button to save the configurations for the report and a Run button to run the report with the latest configurations.

• You can change the Save/Column limits from the settings menu.

Tabs

• Reports V2 lets you create multiple analyses from the same input in one report. For eg, You can create a Region-wise sales analysis in one tab and a Product-wise sales analysis in another tab in one report from single input - model.

• All parts of the report builder interface as discussed above except the inputs pane are at the tab level.

• Each tab has its own visualizations pane, filters pane, and output pane.