Welcome back to the BI & Reporting tool training Series. In today’s session, we’ll be walking through the radial menu and some formatting functions.
Now that our report has a few data fields, let’s take a look at the options our radial menu provides. The radial menu can be launched by clicking the small blue circle above the column heading. On any given field, we have the ability to filter or sort by the field, remove the field, or group by the field. You will notice that the data will change in real time to reflect your selection.
The report will automatically add simple aggregate calculations at the bottom of the report. By clicking the drop-down here, we can choose a different calculation for each field.
The menu on the top right of the page provides access to a variety of formatting options for the data set (Shown Below).
1. Selected Cell & Style
We have the ability to select and format any individual component of the data or apply a collection of formatting changes through the use of themes.
Here we can access our sort pane to modify how our data is ordered.
We can narrow down our data set with our filters pane here.
We can add a chart to our report by clicking the ‘show visualization’ icon located here. This automatically opens our visualization tab which allows us to change our chart type, the data we’re displaying, and the chart’s aesthetics. We can even set our color theme to match our underlying data.
Note: if this field is greyed out, please create a visualization that is located on the left side but same area (plus sign with a chart).
Now that we’ve built out our structure, we can use our live data toggle (top left) to go and get actual data values. Once the data is pulled, we can explore the information by scrolling. One item to note is that our headers are frozen, to make sure we always know where we are relative to the data. We can also collapse headers to quickly jump to the next grouping. We even have the ability to use our visualization to filter the tabular data below.
From here, we can save our report by giving it a name, folder to live in, and an optional description.