Reports Help

Creating Reports

SkyDesk Reports offers a wide variety of reporting options such as charts, pivot tables, summary views, tabular views and dashboards. This enables you to analyses your data in a better way and helps you get new insights into your business. It provides a user friendly drag and drop interface for creating reports.This section briefs on how to create reports in SkyDesk Reports.

Charts

A chart is a graphical representation of data which enables you to analyze and interpret data. In this section we will create a simple basic chart.

The following is a brief description of each of the shelves in the Graph tab.

      • X-Axis - Column dropped in this shelf will be plotted across X-axis of the chart.
      • Y-Axis - Column dropped in this shelf will be plotted across Y-axis of the chart. Multiple columns can be added in this shelf to create charts with multiple Y-axes.
      • Color- The chart will be categorized based on the column dropped in this shelf and each data series will be displayed in different colors.
      • Text- The corresponding value of the dropped column will be displayed as data label in the chart.
      • Include columns for Tooltip- The corresponding value of the dropped columns will be displayed as tooltip in the chart.

You can add required columns in the shelves specified above to derive desired graph. For more details about the various features available in chart, refer to Chart section.

Pivot Table

Pivot Table allows you to group and summarize large sets of data for easy analysis. This section describes how to create a pivot table.

The following is a brief description of each of the shelves in the Pivot tab.

      • Column- Data of the pivot table will be categorized into columns based on the fields dropped in this shelf. The distinct data values of the field will be displayed as the column headers of your pivot table.
      • Row - Data of the pivot table will be categorized into rows based on the fields dropped in this shelf. The distinct data values of the field will be displayed as the row headers of your pivot table.
      • Data - Value of the field dropped in this shelf will be categorized corresponding to the row and column value of the table and the summary value will be displayed in each cell.

You can add required columns in the shelves specified above to create a needed pivot analysis. You can add multiple fields in these shelves. For more details about the various features available, refer to Pivot Table section.

Tabular View

Tabular View enables you to specify the order of the data and how it should be grouped. You can dynamically group and summarize the data to analyze the large sets of data.

The following are the available grouping options:

  • Group by Block - Groups the unique values in the column into columnar blocks.
  • Group by Sectional - Groups the unique values in the column into sections. Data rows corresponding to the unique value will be grouped under each section. Sectional grouping can be applied only for single column.

Summary View

Summary View allows you to display information about the data such as sum, average, count and so on. This will be useful when you want to analyze complex tables with several sets of data.

The following is a brief description of each of the shelves in the Summary tab.

  • Group by - Unique values in the columns dropped in this shelf will be grouped. Multiple grouping is supported. Arrange the columns in the order you wished to set the parent child relation. i.e., First column in this shelf will be the parent group and further columns will be set as the child group of the previous column respectively.
  • Summarize - Summary Function will be applied to the columns dropped in this shelf. Choose the required function, it will be calculated for each group child and will be displayed in the corresponding rows.

Dashboard

Dashboard allows you to combine multiple reports in a single page for a quick review.

Auto Generating Reports

SkyDesk Reports provides options to automatically generating reports to reduce the manual effort to create reports. With this, you can apply advanced rules engine and automatically generate reports. You can also generate reports over a table similar to reports available in another table in the workspace.

Auto Analyses

SkyDesk Reports can analyze your data and automatically generate reports on them. SkyDesk Reports applies an advanced rules engine to scan your data and based on pre-defined rules and generates reports. You can customize or delete these reports later as needed. Auto-generation of reports drastically reduces the time spent on manual creating reports. Auto analyzes can be applied to entire table or a specific column.

Note:

  • To apply Auto Analyses your table should contain either a date column or a text column and a numeric column.
  • To analyze a date or text column, your table should contain another numeric column.
  • To analyze a numeric column, your table should contain another date or text column.

Generate Reports Based on Another Table

SkyDesk Reports also provides option to create reports similar to reports created over another table in the workspace. Let’s assume that you have created reports on the sales data of the previous year and you need similar set of reports for the current year then you can achieve this using this option.

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