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Reporting
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- Advanced Options
- Advanced Reports: Categories (pre-2021.1)
- Advanced Reports: Design Grid (pre-2021.1)
- Advanced Reports: Joins
- Advanced Reports: Report Designer (pre-2021.1)
- Advanced Reports: Report Options
- Advanced Reports: Sections (pre-v2021.1)
- Advanced Reports: Sorts
- Advanced Reports: Using the Toolbar (pre-v2021.1)
- Cell Formatting
- Report Wizard
- Report Wizard: Categories
- Report Wizard: Filters
- Report Wizard: Layout
- Report Wizard: Name
- Report Wizard: Options
- Report Wizard: Sorts
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- Advanced Reports: CrossTabs
- Advanced Reports: Templates
- Building Your First Report
- Chained Reports
- Conditional Row Suppression
- Dealing with Duplicate Values
- Display Page Numbers
- Filters
- Keyboard Shortcuts
- Linked Reports (Drilldowns)
- Navigating the Application
- No Data Qualified Options
- Report Types
- Report Viewer
- Sorting by Aggregates
- User Preferences and Context Sensitive Help
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- Chart Advanced Features: Area
- Chart Advanced Features: Bar 2D
- Chart Advanced Features: Bar 3D
- Chart Advanced Features: Bubble
- Chart Advanced Features: Column 2D
- Chart Advanced Features: Column 3D
- Chart Advanced Features: Combination 2D
- Chart Advanced Features: Combination 3D
- Chart Advanced Features: Doughnut 2D
- Chart Advanced Features: Doughnut 3D
- Chart Advanced Features: Funnel
- Chart Advanced Features: Heatmap
- Chart Advanced Features: Line
- Chart Advanced Features: Pareto 2D
- Chart Advanced Features: Pareto 3D
- Chart Advanced Features: Pie 2D
- Chart Advanced Features: Pie 3D
- Chart Advanced Features: Pyramid
- Chart Advanced Features: Radar
- Chart Advanced Features: Samples
- Chart Advanced Features: Scatter
- Chart Advanced Features: Spark Column
- Chart Advanced Features: Spark Line
- Chart Advanced Features: Spline
- Chart Advanced Features: Spline Area
- Chart Advanced Features: Stacked Area
- Chart Advanced Features: Stacked Bar 2D
- Chart Advanced Features: Stacked Bar 3D
- Chart Advanced Features: Stacked Column 2D
- Chart Advanced Features: Stacked Column 3D
- Chart Advanced Features: Zoom Line
- Chart Advanced Features: Zoom Scatter
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- Bar Charts
- Chart Data Layout Types
- Charts and the Chart Wizard
- Displaying Null Values in Charts
- Gauges
- GeoCharts
- Google Maps
- Heatmap Charts
- Key Performance Indicator (KPI)
- Line Charts
- Pareto Charts
- Pie, Doughnut, Pyramid, and Funnel Charts
- Scatter and Bubble Charts
- Spark Charts
- Tabular Visualizations
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- Dashboard Designer (v2019.2+)
- Dashboard Designer: Existing Report Tiles (v2019.2+)
- Dashboard Designer: Filters (v2019.2+)
- Dashboard Designer: Image Tiles (v2019.2+)
- Dashboard Designer: Parameters (v2019.2+)
- Dashboard Designer: Samples (v2019.2+)
- Dashboard Designer: Text Tiles (v2019.2+)
- Dashboard Designer: URL Tiles (v2019.2+)
- Dashboard Designer: Visualization Tiles (v2019.2+)
- Dashboard Viewer (v2019.2+)
- Exporting Dashboards (v2019.2+)
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- ExpressView: Aggregating/Summarizing Data (v2021.1+)
- ExpressView: Exporting (v2021.1+)
- ExpressView: Filtering (v2021.1)
- ExpressView: Formula Columns (v2021.1+)
- ExpressView: Grouping (v2021.1+)
- ExpressView: Introduction (v2021.1+)
- ExpressView: Sorting (v2021.1+)
- ExpressView: Visualizations (v2021.1+)
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- Aggregate Functions
- Arithmetic and Geometric Functions
- Database and Data Type Functions
- Date Functions
- FilterValue and General Format Best Practices
- Financial Functions
- Formatting Functions
- Formula Editor
- Internal Parameters
- JSONExtract Function
- List of Functions
- Logical Functions
- Other Functions
- String Functions
- What are formulas?
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Administrators
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- Advanced Joins
- Amazon S3 File Storage
- Application Settings
- Automatic Database Discovery
- CData Drivers
- Config File XML & API Setting Reference (General Nodes)
- Config File XML Reference (All Nodes but General)
- Configuring Remote Report Execution Host for Azure App Service Deployments
- Considerations When Sizing an Exago System
- Database Aggregation
- Evaluating Exago - Linux
- Evaluating Exago - Windows
- Exago Installation Manifest
- Execution Caching
- Exploring Exago Technology
- Hidden Flags
- Inline Frame or JavaScript API?
- Installing and Configuring the REST Web Service API
- Installing Optional Features
- Managing the dbconfigs.json File
- Manual Application Installation
- Moving Files Between Storage Management Databases
- Multi-Tenant Environment Integration
- Multiple Data Models
- Report-Level SQL Objects
- Scheduling Reports
- Security Checklist
- Set Up Exago in a Web Farm
- Step 1: Install and Configure
- Step 2: Integrate
- Step 3: Install and Configure the Scheduler Service
- Step 4: Administration Console and API
- Step 5: Extensions
- Storage Management: Custom Implementation
- Storage Management: Database Schema
- Storage Management: Getting Started
- Storage Management: Introduction
- Storage Management: Transitioning from Legacy Storage Methods
- Storage Management: Utility (v2020.1)
- Storage Management: Utility (v2021.1+)
- Table-Valued Functions
- Technical Specifications
- User Identification
- Using SQLite Data Sources
- Vertical Table Support
- Windows Registry Changes
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- What's New in Version 2021.2
- Performance Enhancements in Version 2019.1
- Support and Maintenance Policy
- Time Zone Calculation Enhancements in v2019.1
- Updating Recommendations
- Updating to the Latest Version (Potentially Breaking Changes)
- What's New in Version 2019.1
- What's New in Version 2019.2
- What's New in Version 2020.1
- What's New in Version 2021.1
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- Constants and Enumerators
- Executing Reports with the API
- List of REST Endpoints
- REST - Batch
- REST - Config Settings
- REST - Data Joins
- REST - Data Objects
- REST - Data Sources
- REST - Folders
- REST - Functions
- REST - GetExecute
- REST - Getting Started
- REST - Introduction
- REST — Parameters
- REST - Role Security
- REST - SchedulesV2
- REST - Server Events
- REST - Sessions
- REST - Storage Management
- REST Updates
- Using JSON
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- .NET API Documentation
- .NET API General Reference
- .NET Sample Code
- Constants and Enumerators
- Introduction to the .NET API
- List of .NET API Resources
- Load Reports in the .NET API
- Supply SQL for New Reports in the API
- Using the Administration Console and Exago API
- WebReports.Api
- WebReports.Api.Common
- WebReports.Api.Composite.Chained
- WebReports.Api.Composite.Dashboards
- WebReports.Api.Data
- WebReports.Api.Reports
- WebReports.Api.Roles
- WebReports.Api.Scheduler
- WebReportsDebug.xml
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- Configuration File Options and Optimizations
- High Availability
- Incremental Loading
- Intro to Performance and Scaling
- Measuring Database Network Latency
- Monitoring Database Schema
- Monitoring Scheduler Load
- Monitoring: Setup
- Monitoring: System Overview
- Special Cartesian Processing
- Tracking Execution Frequency with Monitoring
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- Adding Custom Items to the Report Tree
- Adding Fonts to Exago
- An Overview of Exago Extensions
- Application Themes
- Assembly Data Sources
- Create a Custom ExpressView Theme
- Create a Custom ExpressView Theme (v2021.1+)
- Custom Context Sensitive Help
- Customizing Getting Started Content
- Displaying User Messages
- Exago Theme Maker
- Excel: Grouping on Separate Worksheets
- Getting Started with Application Themes
- HTML Tag Sanitization
- Multi-Language Support
- Remote Execution
- Report and Folder Storage/Management
- Scheduler Queue
- SessionInfo
- Styling Exago
- Styling the Home Page
- Themes
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- Global Event: OnAfterLoadReportsList
- Global Event: OnAfterReportExportSuccess
- Global Event: OnConfigLoadEnd
- Global Event: OnConfigLoadStart
- Global Event: OnDataCombined
- Global Event: OnDataFieldsRetrieved
- Global Event: OnExceptionThrown
- Global Event: OnExecuteSqlStatementConstructed
- Global Event: OnExportCsvCell
- Global Event: OnFilterSqlStatementConstructed
- Global Event: OnGetUserPreferences
- Global Event: OnLoadReportParameters
- Global Event: OnOkFiltersDialog
- Global Event: OnOkParametersDialog
- Global Event: OnParameterSqlStatementConstructed
- Global Event: OnRenameFolderEnd
- Global Event: OnRenameFolderStart
- Global Event: OnReportExecuteEnd
- Global Event: OnReportExecuteInit
- Global Event: OnReportExecuteStart
- Global Event: OnReportFailValidation
- Global Event: OnReportSaveStart
- Global Event: OnScheduledReportComplete
- Global Event: OnScheduledReportExecuteStart
- Global Event: OnScheduledReportExecuteSuccess
- Global Event: OnSetUserPreferences
- Global Event: OnWebServiceExecuteEnd
- Introduction to Server Events
- List of Server Events
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How To
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- .NET and REST APIs
- Batch REST API
- Custom Aggregate Functions
- Custom Columns and CrossTabs
- Custom Dialogs
- Custom Filter Functions
- Custom Functions
- Custom Interactivity via HTML & Action Events
- Customizing Color Picker
- Dashboard Updates in v2021.1
- Data Formatting
- Date Check Custom Functions
- Dynamic Rank Custom Function
- Filters
- Folder Management
- High Availability
- JavaScript API
- JavaScript API Filters
- Joins for Admins
- Linux Installation
- Multi-Tenanting
- Multiple Data Models, Cloned Data Objects & Vertical Tables
- Parameters
- REST Web Service API Setup & Security
- Roles
- Scheduler Configuration
- Security Settings
- Server Events
- Share by Link
- Storage Management Customization
- Storage Management Migration
- Storage Management Overview
- Storage Management Permissioning
- Stored Procedures
- Time Zone Handling
- Troubleshooting for Admins
- Upgrading
- v2018.2 User Preferences
- v2019.1 Configuration Changes
- v2019.1 Small Enhancements
- Visual Integration and Localization
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- User Support Lab - 3D Charts
- User Support Lab - Advanced Grouping
- User Support Lab - Chained Reports
- User Support Lab - Chart Data Layouts
- User Support Lab - Complete Report Design
- User Support Lab - Conditional Formatting
- User Support Lab - Crosstab Reports
- User Support Lab - Dashboards v2019.2
- User Support Lab - ExpressView
- User Support Lab - Filter by Formula
- User Support Lab - Filters
- User Support Lab - Formatting Tips and Tricks
- User Support Lab - Formulas
- User Support Lab - Formulas in ExpressView
- User Support Lab - Interactive Reports
- User Support Lab - Joins for Report Writers
- User Support Lab - Key Performance Indicators (KPIs)
- User Support Lab - Linked Reports a.k.a Drilldowns
- User Support Lab - Mapping
- User Support Lab - Multi-Series Charts
- User Support Lab - New Features v2018.2
- User Support Lab - No Data Qualified
- User Support Lab - Repeating Data
- User Support Lab - Report Scheduler
- User Support Lab - Report/SQL Relationship
- User Support Lab - Templates
- User Support Lab - Themes
- User Support Lab - Train the Trainer
- User Support Lab - Train the Trainer Advanced Reports
- User Support Lab - Train the Trainer ExpressView
- User Support Lab - Using ExpressView as a Data Discovery and Troubleshooting Tool
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- Adding a SQL Datasource
- Configuring a Stored Procedure Pt 1
- Configuring a Stored Procedure Pt 2
- Configuring a Table or View Pt 1
- Configuring a Table or View Pt 2
- Configuring IIS
- Configuring the REST Web Service [Linux]
- Configuring the REST Web Service [Windows]
- Configuring the Scheduler [Linux]
- Configuring the Scheduler [Windows]
- Installing Exago on Linux [Apache]
- Installing Exago on Linux [NGINX]
- Installing Exago on Windows
- Installing REST [Linux]
- Installing REST [Windows]
- Installing the Scheduler [Linux]
- Installing the Scheduler [Windows]
- Integration Example
- Introduction to Technical Training Series
- Programmable Object Settings
- Roles
- Storage Management Permissioning and Setup
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- Basic Training 01. Introduction
- Basic Training 02. ExpressView
- Basic Training 03. Advanced Reports
- Basic Training 04. Sections
- Basic Training 05. Formatting
- Basic Training 06. Formulas
- Basic Training 07. CrossTab Reports
- Basic Training 08. Charts
- Basic Training 09. Filters
- Basic Training 10. Conditional Formatting
- Basic Training 11. Dashboards
- Basic Training 11a. Dashboard Visualizations
- Basic Training 12. Practice Exercises
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Resources
Amazon S3 File Storage
This document covers several versions of the application. Use the Viewing content for dropdown to see only the content relevant to a specific application version.
Amazon Cloud Storage can be used for:
- Config Storage
- Report Storage
- Temp Files Storage (which includes themes and templates).
In order to connect to your cloud server:
- Obtain the access key and secret key. See Getting Your Access Key ID and Secret Access Key for more information.
- Locate the region code for the location of the cloud server. See Regions and Availability Zones for more information.
- Create a formatted connection string in the following format. This string will be used in various places in the application to connect to the cloud storage repository.
region='region';accesskey='accesskey';secretkey='secretkey';bucketname='bucketname'
region
— the region of the cloud server from step 2.accesskey
: Amazon access key credential from step 1.secretkey
: Amazon secret key credential from step 1.bucketname
: The storage directory.
EC2 v2016.3.4+
To enable EC2 instances access to S3 buckets, an IAM role needs to be created and tied to the instances with a policy allowing that level of access.
To use instance credentials, set every instance of accesskey to ec2.
The Config, Reports, and Temp files can all reside in a single S3 bucket, and will be placed automatically into separate Config, Reports, and Temp folders, which should not need to be created ahead of time.
Config Storage
An Exago installation contains a minimum of one base configuration file, typically named WebReports.xml.
There are three ways to specify a cloud location for this config file:
- A file in the Web Application install directory called appSettings.config.
- When using the .NET API, an argument in the API constructor method.
- When using the REST Web Service API, a connection string needs to be placed in both appSettings.config files in the WebServiceApi folder and the Web Application install directory.
Method 1: appSettings.config
Exago utilizes the appSettings.config file in the root folder of the install directory to load certain settings with the start of the web server. For more information, see Application Settings.
If it does not exist, create it as a text file with the following content:
<?xml version="1.0"?> <appSettings> </appSettings>
To set the config file location, place or change this ExagoConfigPath node in the appSettings.config
file as follows:
<add key="ExagoConfigPath" value="pathtype=s3;region='region';accesskey='accesskey';secretkey='secretkey';bucketname='bucketname';storagekey=config"/>
Change the bucketname
and region
values to match the environment along with the accesskey
and secretkey
from the beginning of this article:
-
bucketname
— the S3 bucket used for config, report, and temporary file storageregion
— the AWS region where the S3 bucket is located
storagekey
— must always be config
To allow S3 access for EC2 instances, add the following line to the config after configuring the EC2 instances:
<add key="ExagoConfigPath" value="pathtype=s3;region='region';accesskey='ec2';bucketname='bucketname';storagekey=config"/>
Method 2: .NET API
Exago .NET API apps cannot access the appSettings.config file
. Instead, you must use one of the following two methods to specify a config file location:
- Place the config key within the embeddting host application‘s web.config or app.config.
- Pass the connection string to the API constructor:
Api myApi = new Api("/exago/virtual/path", "WebReports.xml", "pathtype=s3;region='region';accesskey='accesskey';secretkey='secretkey';bucketname='bucketname'");
Similarly, managing and creating folders within an S3 file system through the .NET API requires an alternate method than the one listed in the .NET API General Reference. Instead of using the ReportMgmtFileSystem
class to create, rename, or otherwise manage the file system within the .NET API, methods defined within the ReportManagement
property of the API object must be used. For example, to add folders via the .NET API when using S3 storage, the following method should be called:
api.ReportManagement.AddFolder("<parent folder>", "<child folder>");
Method 3: REST Web Service API
The REST Web Service API requires the following connection string to be placed in both appSettings.config files, located in the WebServiceApi folder and Exago’s install directory.
<add key="ExagoConfigPath" value="pathtype=s3;region='us-east-1';accesskey='accesskey';bucketname='bucketname';secretkey='secretkey';storagekey=config"/>
Report Storage pre-v2020.1
To use Amazon for report and folder management in pre-v2020.1, enter your connection string in the Report Path field of the Admin Console.
For versions v2020.1+, content managment is handled by the Storage Management system, and the following section does not apply.
Admin Console > General > Main Settings > Report Path
pathtype=s3;region='region';accesskey='accesskey';secretkey='secretkey';bucketname='bucketname'
For EC2, the Report Path should be defined as:
pathtype=s3;region='region';accesskey='ec2';bucketname='bucketname'
Temporary File Storage
Note
Log files will still be written to the Admin Console > General > Main Settings > Temp Path even when a Temp Cloud Path is defined.
To use Amazon for temporary file storage, enter your connection string in the Temp Cloud Service field of the configuration.
Admin Console > General > Main Settings > Temp Cloud Service
type=s3;region='region';accesskey='accesskey';secretkey='secretkey';bucketname='bucketname'
For EC2, the Temp Path should be defined as:
pathtype=s3;region='region';accesskey='ec2';bucketname='bucketname'
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