John Ykema, Director of Sales & Marketing

Business Intelligence 201 Advanced Report Styling Pivot Tables Drill Down Reports Opening Records Smart Filters Creating Dashboards

ADVANCED REPORT STYLING

Fields Tab: Advanced Field Settings Column Group Hide this field Sort (z-a) Expressions: AVG, CAST, COUNT, DISTINCT, MAX, MIN, SUM, LENGTH, ROUND Examples – [FinanceChargePct]/100 – [LastName] + ‘, ‘ + [FirstName] – COUNT(DISTINCT OrderID) – AVG(Freight) Bold & Italic Justification Subtotal Function Click the Gear icon to access Advanced Field Setting

New Analysis Grid

Analysis Grid

PIVOT TABLES

Pivot Tables

Visually Group your Pivot Tables

Pivot Tables Visually Group your Pivot Tables

Pivot Tables Multiple Calculations per Pivot

Pivot Tables Multiple Calculations per Pivot

DRILLING INTO REPORTS

Report Drill Down Methods Standard Method (Novice) 1.Used to drill down using a matching value to the value clicked. 2.Can pass one filter. 3.Filter parameters DO cascade from report to report. URL Method (Advance) 1.Use to drill down using keys or some other value that is not the value being clicked. 2.Can pass multiple filters. 3.Filter parameters DO NOT cascade from report to report.

Standard Method Identify your “Main Report” & “Sub-Report” On the Sub-Report: – Choose the Drill Down Key. On Main Report: – Choose which Sub-Report to drill in to – Choose the style of the Sub-Report

URL Method For Example: /BusinessIntelligence/ReportViewer.aspx?rn={Rep ort+Category}\{Report+Name}&p1value={6}&p2v alue={7} Where rn is the category and report name path. Use + for spaces. And where p1value is a parameter we want to pass into the URL structure.

URL Method – Break it Down /BusinessIntelligence/ReportViewer.aspx?rn= This is the root of the report URL, this is what actually called the Business Intelligence tool. Case+Reports\Open+Cases+By+Assigned+To This tells the tool which report to call. Use the following format {Report+Category}\{Report+Name}. Use the “+” symbol for spaces.

URL Method – Break it Down &p1value={6}&p2value={7} This is how we pass filter parameters from the parent report into the sub-report.

OPENING RECORDS

Linking to Dataforms - Classic Any Dataform * /DataForms/DataForm.aspx?fkProjectID={Projec tID}&ProjTypeID=XXX&FormID={RecordID}&acti on=edit * XXX represents the ProjTypeID (aka Dataform) from the ProjectTypes table. Make an Ad Hoc Report to quickly obtain this information in the future.

Linking to Dataforms - NEXT Any Dataform * /next/linkto/{TableCode}/{FormID} /next/linkto/ClientServiceCase/{13} * XXX represents the ProjTypeID (aka Dataform) from the ProjectTypes table. Make an Ad Hoc Report to quickly obtain this information in the future.

Linking to a Non-Dataforms Organization Link /next/linkto/Orgnaization/{FormID} Contact Link /next/linkto/Contact/{FormID}

Linking to a Non-Dataform Task Link /next/linkto/Task/{FormID} Activity/CRM Note Link /next/linkto/Activity/{FormID}

SMART FILTERS

#CurrentWorkspace Filter Use on reports to only return data from the workspace it is lunched from. At the end of the Report URL add “&projectid={fkProjectID}”

#CurrentUser Filter Use on reports to only return data associated with the current user.

RUNNING AD-HOC REPORTS

Running Ad Hoc Reports From Inside a Workspace – A Dataform Header Link Link Row Section Report Section – A Workspace Landing Page Link From a Dashboard Module

Running Ad Hoc Reports Regardless of the location, the URL is the same /BusinessIntelligence/ReportViewer.aspx ?rn=Case+Reports\Case+List

AD HOC DASHBOARD

Adding Dashboards Display Data from many reports in one place.

Adding Dashboards 1. Click New > Dashboard

Adding Dashboards 2. Click the + Icon on the Canvas

Adding Dashboards 3. Resize & Add new sections until satisfied.