Reports Help

Please note this page contains the descriptions of SkyDesk Services already terminated.

What's New in SkyDesk Reports

Trail on SkyDesk Reports feature and service evolution.

Nov. 20, 2015

Enhancements in KPI Widgets

Support to Customize the Comparison Indicator

Now SkyDesk Reports allows you to customize the comparison indicator. Till now the indicators will only be displayed based on the result of comparison between latest and previous value. From now on you will be able set the indicator by choosing what to compare with the given aggregate values.

With this you can display the indicator based on various patterns such as comparison between maximum & minimum value and so on. You can also set the indicator by comparing it with a constant value.

Support to Customize the Primary Value

With this update SkyDesk Reports allows you to display dynamic values in the Label & Value component of the KPI widgets. You can do this by specifying the values in a parametrized format.

Follow the below given format to specify a parametrized format.

${ColumnName}.LABEL - Refers to the default label of the column used.
${ColumnName}.VALUE - Refers to the corresponding functional value of the column used.
${OPERATION} - Refers to the corresponding Show Value As operation.

Groups & Clients Modules support in  SkyDesk Projects Analytics Add-on

The Advanced Analytics Add-on for SkyDesk Projects now supports  Groups and the Clients modules. From now on you can synchronize data from these two modules into SkyDesk Reports and analyze the same.

You can also find new pre-built reports added for these modules when you setup the Analytics add-on including them.

Chart specific Drill Down Path

Now SkyDesk Reports allows you to set a drill down path for your chart axis from within Charts settings. This enables you to define drill down paths a lot quicker for a chart.

You can find this option in Settings section, which allows you to define the complete path in the same dialog. This path is specific to the chart where you are defining it.

When you open the Drill down settings, any drill paths paths already defined at the table level will be displayed by default.

If you want to define the path globally (i.e., for all charts), then you need to define that for the corresponding columns at the table level. To know more refer this documentation.

Create Lookup Columns in Business Application Data Connectors

In the workspaces that you setup using any of the default Business Application Data connectors (like SkyDesk CRM) offered by SkyDesk Reports, till now you cannot define Lookup columns in the data tables pulled (synchronized) from these applications.

With this option you can combine data sets (using the auto-join feature) across business applications (e.g., combine SkyDesk CRM Leads data with your Marketing Campaign information that you might have stored Google Drive etc.) and easily do cross functional analytics.

ReferHow to define Lookup columns and join tables .

Report specific data formatting options 

SkyDesk Reports now allows you to set report specific formatting for data columns displayed in your reports. Till now you could set column formatting only in the Tables in which these columns are part of which was just inherited to every report that was created involving these columns. Hence it was not possible to change the formatting at the report level. The new reports specific formatting options addresses this limitation. 

You can set this using Setting section of the report you create. This feature is available for Charts, Pivot View and Summary View. In Charts this will format the data displayed as tooltip.  The following screenshot is from a pivot table settings dialog. 

Dashboard PDF Export Enhancements

SkyDesk Reports has now enhanced the dashboard PDF export with the following features. 

Zoom Factor in % (Font size) 

With this option, you can scale the font size of the reports in your dashboards to fit to the page size appropriately. This could be scaled between 1 to 100%.

Column Width Ratio

This allows you to define the column width radio for the table styles reports (pivot, summary, table etc.,) in your dashboard. You can either choose to have equal width for all columns or set proportional column width based on the design of the original report. 

Schedule Imports in your own Time Zone

So far data imports can be scheduled only in GMT time zone. Now SkyDesk Reports allows you to set these schedules in your own time zone of preference. 

New Functions in Query Table

SkyDesk Reports Query Table has now been enhanced with the following new functions.

  • ADDHOUR - Adds the specified number of hours to the given date value.
  • ADDMINUTE -Adds the specified number of minutes to the given date value.
  • ADDSECOND - Adds the specified number of seconds to the given date value.
  • ADDWEEK - Adds the specified number of weeks to the given date value.
  • ADDMONTH - Adds the specified number of mounths to the given date value.
  • ADDQUARTER - Adds the specified number of quarters to the given date value.
  • ADDYEAR - Adds the specified number of years to the given date value.

Custom Sorting in Pivot Tables

SkyDesk Reports now allows you to sort the Pivot Table columns in a custom order that you define. Custom sorting was a feature that is already available in Charts, which has been extended to Pivot tables now.

You can find theCustom Sort order item under the "Sort" menu in Pivot Tables. Invoking the same will allow you to customize the order in which the values of the columns are to be sorted. Setting the order and applying it will sort the column values accordingly.

Support for Date and Time Difference function

SkyDesk Reports now supports data and time difference functions in both Formula Columns and Query Tables. With this function you will be able to calculate the date and time difference between two date columns based on the unit specified. The supported units are SECOND, MINUTE, HOUR, DAY, WEEK, MONTH, QUARTER, YEAR. For more detailsrefer here .

Enhancement to Auto Generated Reports

Auto generated reports in SkyDesk Reports has now been enhanced. With the new update you will find new combination of analysis done and reports created automatically. That apart now the reports generated also covers some of the valuable features that has been recently introduced into the product.

Trash and Restore Support

SkyDesk Reports now supports to the concept of trash and restore for better handling your deleted views in your workspace. With this, you can easily restore views deleted accidentally from Trash.

You can view all the deleted view list using the Trash option at the bottom left of your navigation tree. You can find the options to restore or delete the view permanently, when you mouse over the views listed under Trash.

The views will be maintained in trash for 45 days from the date of deletion.

Support to Format Numeric Columns in Units

Now SkyDesk Reports supports formatting the numeric columns in units such as thousands (K), millions (M) and billion (B). This helps to maintain your data more legible as the value increases.

Dependency List of a Query Table

SkyDesk Reports now provides an useful option to view the dependency list of any Query Table. With the "Dependency List" option you can view the parent tables ( & query tables) on which the selected Query Table has been created on. You can also view the list of child query tables which have been created over the selected Query Table.

In the dependency list, you will also be able view the hierarchy level of each table (or query table) in the dependency list. Level indicates the proximity of the dependency. The lower the level the more direct is the dependency.

Dependency list will be a pretty useful feature to facilitate easy management & maintenance of your query tables, especially if you are a power user of query tables.

Importing MilliSecond data

From now on you will be also able to import millisecond data into your date column in a SkyDesk Reports table.

Advanced Summary Functions support on Aggregate Formula

SkyDesk Reports now supports applying Advanced Summary Functions (Windowing functions) even over Aggregate Formula while creating reports. So far when you use an Aggregate formula in a report, you will not be able to apply other functions on the formulae. The function will always be selected as 'Actual' and cannot be modified. Now you can apply other windowing calculation such as Running Total, Difference form, Moving Calculation etc.,

Configurable Join support for report creation 

SkyDesk Reports now allows you to choose between Left or Right type join while creating reports (Charts, Pivot Table and Summary View) over related (linked) tables. This option will provide much more flexibility in creating reports. You can find this option in theTable Relationship dialog.

  • Left Join - Report will be computed with  all  the rows from the child table (left) and only the  matching  rows from the parent table (right). Matching is done based on lookup columns defined between child & parent tables. This will be the default join type.
  • Right Joint - Report will be computed with  all  the rows from the parent table (right) and only the  matching  rows from the child table (left). Matching is done based on lookup columns defined between parent & child tables. 

Let's say you have joined Employees  (parent table) and Tasks Completed  (child) tables through a Lookup column Employee Name . If you want to create a report to show the tasks completed by each employee.

Left join will return all employees who have 1 or more completed tasks  in their name.

Where as Right join will return all employees, including those with no completed tasks  at all.

Apart from the above, SkyDesk Reports comes with lot other interesting features like exploratory drill down, KPI Widgets in dashboards, organizing and sharing reports as Slideshows, visualizing and understanding your workspace models through Model diagrams.

June 18, 2015

Announcing SkyDesk Reports 3.0

The much awaited SkyDesk Reports 3.0 is now here. SkyDesk Reports 3.0 is sleek, responsive and feature-packed.

 The user interface has been completely revamped. SkyDesk Reports 3.0 offers an enhanced user experience, designed for power users and beginners alike, to quickly and easily create fabulous reports.

Support to Import from Cloud Storage/Drive

SkyDesk Reports now allows you to import data from different Cloud Storage/Drive to start with your reports and analysis. 
You could import data from the following services in addition to Google Drive. 

  • SkyDesk Docs
  • Dropbox
  • Box
  • OneDrive

Feb 02, 2015

Copying a Table

With this new feature form SkyDesk Reports, you can now save a copy of a table in your workspace. This feature will be pretty useful for cases like Backup, Copying table design etc.       

Click 'Save as' menu in the toolbar to save a copy of that table. You can choose to copy the table       with data and/or retain the look up columns of the original table. On copying, all formatting, formulas etc. will get retained in the new table. 

Conversion rate in Funnel Charts

  • With the latest enhancements, you can now show the conversion rate in your funnel charts as data label. The conversion rate can either be from the previous value or from the original value. 
  • Also, two new funnel designs, 'weighted height' and 'weighted width' have been added to the existing 'uniform height' design. 

Find the above features under 'settings' in chart view.

 

Chart Enhancements

  • 'Sorting' option has been added to both pie charts and web charts. 
  • While plotting a pie chart you can now show both the percentage and actual value as data labels. 

 

Dashboards - Enhancement to View Underlying Data permission control

While sharing a dashboard for the permission "View Underlying Data" you could now handpick the columns specifically that you want to share. So far you could only show all the columns or the columns involved in the reports embedded in the dashboard.

Jan 20, 2015

 

Mobile BI using SkyDesk Reports

Now SkyDesk Reports for iPad is available

  • BI apps specially optimized for mobile devices
  • Interactive reports & dashboards
  • Drill down into your data
  • Share & collaboratively analyze your reports

Check out updates in:  2016  | 2015 |  2014

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