Create reports

If you have not read it yet then please  start with overview of eazyBI concepts .

Here you will find the main steps on how to start analyzing your uploaded or imported data and create and save reports. Go to Analyze main tab and follow these instructions. You can also try these steps in demo Sales cube.

Drag dimensions to columns and rows

Select dimensions across which you would like to analyze your data (measures). E.g. in this example we would like to analyze who are our best customers based on sales amount.

One or several default measures [1] are already selected in the report columns. You can select just one measure you would like to analyze or select other measures. You may move Measures [2] to rows or pages while you can't remove them from the report altogether.

There is no difference in the report results whether you select a dimension in the report rows or columns; it affects only the report layout. Usually, Measures are selected in columns and dimensions with a lot of selected members on rows.

After you have selected all needed dimensions for the report, hide dimension section [3] to get more space for the report results. You can always unhide dimensions.

Expand and collapse, rearrange measures and dimension members

You can expand and collapse [3] selected dimension members to show detailed hierarchy level members (e.g. start with all customers and expand into countries, regions or states, cities and individual customers). You can add or remove [1] selected measures in columns or rearrange them with drag and drop [2]. If added one by one, measures are displayed in the same order as they were added to the report.

All hierarchy level members and member actions

Instead of expanding hierarchy levels from the top you can select all hierarchy level members (e.g. all countries, state provinces, cities, customers). And then you can order them by selected measure or select other available member actions. Read also about more advanced filters using date filters and regular expressions.

Rearrange dimension member order in the report

The sequence of dimension members in rows or columns is set automatically. To rearrange them, bookmark dimension members and then add them to the report one by on in the needed order. 
Another option is creating calculated member in this same dimension with members in the correct sequence and then using this calculated member instead of All level member.

Order and filter rows by measure values

When clicking on a column header, there are several built-in options for data representation. You may order rows by measure value [1], drill across another dimension, select only one member for a report or remove a member chosen from a report, select top or bottom rows based on measure chosen, filter rows by text pattern or value range, format cells according to their values [2].


Conditional formatting on cells

Select Cell formatting to specify the range of values which should have different text or background color in the column or row.

You can also use Cell Formatting to color Text fields; then write the exact text as both Min and Max values. If you have letter-coded field values like A, B, C, D etc, then you can set A as Min and C as Max to color all A, B, Cs.

Add members to Time dimension

The dates in Time dimension are created dynamically - days are added only if there is some activity in that particular date. If you wish to add some analysis of future or past Time periods that you do not see in eazyBI, it is possible to add these Time members in Time dimension / All Hierarchy level members. 

This option is available for the users with account OwnerUser Admin or Data Admin user roles.


To add date range you should use exact date name or relative date descriptions. After clicking OK you will see a confirmation screen indicating how many Time dimension day level members will be created; click Yes to proceed and create new Time dimension members that can be used to show e.g. forecasts or comparison when not all last year data exist.


Page dimensions

You can drag some dimensions to pages to filter report data [1]. Select one or several dimension members from the dimension [2] and the filter is applied to all measures of the report. You may select on or multiple members in the filter.

By default, all dimension members selected on rows will be visible while Measures will be shown only where applicable based on the filter. If you wish to see only dimension members that have values for selected filters, click on the Nonempty option in the Rows section header [3]. This will make a NonEmpty CrossJoin with selected measures and only show dimension members with Measure values with the selected filter.

You may use one dimension in the report rows (or columns) and pages at the same time. It allows to display the dimension members in rows and use this same dimension to filter them. It could be useful in cases if you want to display, for instance, months of any selected year, or only a few selected dimension members.

 

Change row dimension headers

You may add or change a header on columns containing row dimension members [1]. Choose to display the dimension name as a header or, with edit option, type an appropriate one. 

Headers of measures can't be changed from the report view [2]. You may change the name of the measure itself (it would affect all reports where the measure is used) or create a new measure (or calculated member for other dimensions) with needed name and then use it instead of originally selected.

Vertical column headers

It is possible to change the table report to show the column headers vertically. The option of the vertical header will appear automatically when the report width exceeds the size of the report design dashboard area, and the horizontal scrollbar will show up.

The “Vertical header” button will show up, and you can turn on the report to show the lowest level column headers vertically.

 



Save report and toolbar buttons

If you have created report you would like to use later, then save it from report header toolbar. If you edit existing report and would like to save it as well as to keep the previous report, click the save button [1] and give report a new name. This will save the new report and leave the previous report as it was. There are also other report actions in the report header toolbar, e.g. to create new report [2], open another report [3], rename, delete report or embed reports in other HTML pages [4].

You can try out some options for report result configuration in the report results toolbar - maximize [1], undo & redo buttons [2] as well as adding report description [3] and exporting results [4] to file in CSV, XLS, PNG, PDF formats.

Export and import report definitions

If you have several eazyBI accounts or several eazyBI environments (development, test, production), you can export report definitions from one eazyBI account and import into another eazyBI account.

 

To export individual report definition click on other report actions in report header toolbar and select Export definition.

You will see report definition in JSON format, please copy this report definition for pasting it in the other eazyBI environment. Exported report definition will also include all calculated member definitions that are used and needed for this report.

You can also export all report definitions for selected cube from Analyze tab by clicking Export reports [1]. If you have any private reports they will not be exported with all report definitions. Then you can visit a different eazyBI account where you wish to import one or several exported reports and click Import reports [2].

In Import report definition dialog paste previously copied one or several report definition export results.

If there will be any warnings, please review them and confirm that you would like to continue with report import. After import will be finished you will be able to see and use imported reports in your eazyBI account.

Report folders

If you have created many reports, you can create report folders [1] and organize them in folders [2]. You can select a folder when saving a new report or move existing report to a selected folder [3].

You can view your reports and folders as a grid (by default) or a list [1]. List view provides additional information about reports, like, who and when created reports and updated them. You can sear reports by name in all folders [2].