Filters
Filters impact both grid and charts.
There is an ability to create, group, enable/disable, edit or delete filters, save filters as preset.
- When you click the Add filter button, you are able to choose from the list of all available sources to choose. For each source you choose, there is a dropdown with operators and also the field to populate it with the value.
- You can add as many filters as you need or remove them.
- Use the toggle button to enable or disable filters:
- If there are 2 and more filters, operators AND / OR can be applied to the setting
- You can add groups of filters for more convenient managing (can be enabled/disabled in one click)
- All filters to apply are reflected above all the settings:
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Presets
You can save the applied filter set for future usage. In order to do that, adjust the filter settings that you want to save and click on Save as preset on the bottom of the window. You can create multiple presets.
Name the Preset and click SAVE.
If you add or remove filters in a saved preset, changes are applied to the current report view but are not saved in a preset unless Save as Preset is clicked.
Charts
Also see: [Video Tutorial] Charts
- Charts use the data from the report you are working in.
- The chart can be added to the report, which contains at least one measure data source.
- There are 3 types of charts: Pie charts, Column charts, and Line charts.
- You can add up to 6 charts for each report. The units are scalable, you can move and drag them.
- The charts are not exported to the excel report.
Pie Chart
Dimension - values that are measured in the report
Measure - values which dimensions are measured by
Column Chart
X and Y axis - choose values to create a chart
Group by - the field can be selected to group selected values by dimension (X-axis Parameter)
Line Chart
X and Y axis - choose values to create a chart
Group by - the field can be selected to group selected values by dimension (X-axis Parameter)
To save created charts on the report click the SAVE REPORT button.
Chart Settings
This section describes how to customize a created chart:
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Open the chart menu by clicking as shown below:
- Click on Settings to open the Chart Settings dialog.
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Configure the Chart Settings dialog to suit your needs:
- Sort by - Defines which data column to sort the chart by.
- Data sorting - Defines whether to sort the data in the chart in an ascending or descending order.
- Number of records - Defines how many records to display in the chart.
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Logarithmic scale - Defines whether or not apply the logarithmic scale to the vertical (y) axis.
A logarithmic scale shows equal intervals between each order of magnitude instead of showing equal intervals between each value. This can be useful when the data being plotted covers a wide range of values, as it can make it easier to compare data points that are far apart. - Hide legend - Defines whether or not to hide the chart legend.
- Hide grid - Defines whether or not to hide the chart grid.
- Click on SAVE to save the chart settings.