Build and Format - Overview

Build Overview

The Build panel is the most integral part of Reports V2. It allows users to select multiple columns to create a report.

It has two parts Summarise and Group By.

Summarise: Here you can select one or more columns on which you want to apply aggregation like Count, Sum, Average, etc. For eg: Count of Leads, Sum of sales, etc.

To add a column to Summarise section you can either click on add column button and choose the desired column or you can simply drag the required column into Summarise section.

Group by: Here you can select one or more columns to group by to show the aggregated data. For eg: Name, City, State, etc. dimension columns.

To add a column to Group by section you can either click on add column button and choose the desired column or you can simply drag the required column into Group by section.

Format Overview

Format Panel is used to apply various formatting on the final tabular report. It involves column text formatting, freeze columns, text alignment, adding total rows, etc.

It contains multiple fields for different formatting purposes.

Freeze Columns: This allows you to freeze single or multiple columns according to your requirement. You first need to enable the Freeze Column toggle and then select a number of columns you want to freeze starting from the first column and click Apply.

Total: This allows you to enable column total for all the measure columns in the report. You need to enable the Show Total Row toggle and then click on Apply.

After clicking Apply a new Total Row will be added in the Report showing column sum for measure columns.

Table Calculations: This allows you to add over-the-top table calculations on measure columns in the report. It includes calculations like Running Column Total, % Column Total, Rank of Column, etc.

Steps to add Table Calculations:

• Click on Add Calculation button and then Add Table Calculation window will open up.

• Choose the Calculation type.

• Choose the Input Column on which Table Calculation is to be applied.

• Give Name to Table Calculation.

• Choose the Output Format of calculation between Value/Percent. (Optional).

• Specify the desired decimal value for Table Calculation output.

• Give some brief Descriptions of the Table Calculation. (Optional).

• Then Click Apply.

Conditional Formatting: This allows you to make patterns and trends in the Report more prominent. It involves formatting certain values in the column or the entire row based on some conditions/rules.

Steps to apply Conditional Formatting:

• Click on Add Rule button and then select the column on which you want to apply Conditional Formatting.

• After selecting the Column Apply Conditional Formatting window will open up.

• Specify what conditions/rules you want to apply by choosing from Format cells if dropdown.

• Choose the formatting style you want to apply.

• Choose whether you want to Highlight an entire row or not.

• Click Add button and then Apply the Conditional Formatting.

Column Headers: This allows you to format Column headers in the Report as per your requirement. It involves changing the Column header's font size, font color, font style, alignment and background color, etc.

You need to click on the Column Header button, select the respective font style, size, color, etc and then click on Apply button.

Field Formatting: This allows you to format field values in any Column as per your requirement. It involves changing the field value's font size, font color, font style, alignment and background color, etc.

Steps to Apply Field Formatting:

• Click on the Field Formatting button and select the column whose field value you want to format.

• Apply Field Formatting window will open up and then select the respective font style, size, color, etc and click on the Update button.

• Click on Apply button.

Transpose: This allows you to transpose the Report.You need to enable the Transpose toggle and then click Apply button and then Report will be transposed.