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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
Evaluating Exago – Windows
Welcome to Exago! We’re glad to have you here. This article will serve as a home base for preparing your environment for an evaluation of Exago BI.
Exago’s entire library of documentation is accessible through this Support Site. As the breadth of the product is wide, this article serves to narrow that scope down, quickly guiding you through the necessary steps for getting up and running.
Tip
All links to documentation from this page will open in a new tab/window. Keep this tab open and use it as a checklist throughout the setup process.
If you have any questions along the way, contact your Exago Account Executive.
Table of Contents
Use the links below to skip to the relevant section of this article. Steps to get up and running with Exago are:
- Plan for the Exago Installation
- Download and Install Exago
- Initialize the Exago configuration
- Additional Steps
Finally, the Additional Resources section at the end of the article is where you can learn more about the product and the resources available to you as an Exago client.
1. Plan for the Exago Installation
1.1 Review the technical specification requirements
Review the Windows and Data Sources sections of the Technical Specifications article to make sure your environment is suited for Exago.
Optionally, review the Assumptions and Client’s Installations sections of the Considerations When Sizing an Exago System article for details on minimum hardware requirements.
Tip
The server where Exago is installed will need to be accessible to all participants in the evaluation process.
1.2 Prepare data sources
The required database drivers must be installed and configured on the target Exago BI evaluation server before a connection can be made. Review the Drivers section of the Data Sources article.
Prepare a standard connection string for all of your business intelligence data stores. https://www.connectionstrings.com/ is an excellent resource for sample connection strings.
2. Download and Install Exago
2.1 Configure IIS
Prior to running Exago you will need to install and configure Internet Information Services (IIS). Refer to our Configuring IIS for Exago article for detailed instructions how to complete this step.
2.2 Setup Support Site account
Check your email for a message from [email protected]
with login credentials for the Support Site. With those credentials you will be able to download and install the Exago application.
Contact your Exago Account Executive if you cannot find the e-mail.
2.3 Download the Exago installer
- On the top-right corner of this page, click the Sign in link.
- Enter your email address and Exago Support Site password.
- Click the Downloads link at the top of the page.
- Scroll down to the Evaluation Installer section and then click on the Exago vxxxx.x Release x button.
- Check the I have read the EULA and accept the terms and conditions checkbox.
- Click the Windows Download button.
2.4 Install Exago
Once the download is complete, start the Exago Installer.
Open the Installing Exago on Windows article. Choose the latest version from the Viewing content for dropdown.
Follow all of the steps in the Installation section and up to and including step 3, “Create a folder for storing temporary data” in the Create the Directory Structure section.
For evaluation purposes, also install the Scheduler Service and the Web Service API as well, by running the installer again.
2.5 Open the Admin Console
To test that the new installation is working, navigate to the Administration Console. By default this is http://<YourServer>/Exago/admin.aspx
If a page like the one below appears, congratulations, Exago is installed successfully!
3. Initialize the Exago Configuration
Now that Exago is installed and running on the server, some configuration is necessary to get the system ready for use. All of the configuration steps in the following section take place in the Administration Console.
3.1 Configure Storage Management
During the evaluation period, you’ll use a local SQLite database file for content storage. The SQLite file can be easily converted to a production environment at a later time.
In the Admin Console, double-click on the Storage Management item in the pane on the left. Verify the following settings match:
- Database Type: SQLite
- Database Provider: Sqlite
- Database Connection: Data Source=<your installation directory>\ConfigStorageMgmt.sqlite
Click the Prepare Database button, then click the Okay button on the confirmation dialog. A Connection to database was successful message should appear. Click Dismiss. Click the Load Themes button, and then click Dismiss when the confirmation message appears.
Continue to verify the other settings in this section match:
- Class Id: admin
- Company Id: company
- User Id: user
- Owner Id: user
The remainder of the settings in this section can be left at their system defaults.
Click Okay at the bottom of the Admin Console to save the settings.
3.2 Add a data source
Use the instructions in the Data Sources article to connect Exago to your business intelligence data source. Choose v2021.1 from the Viewing content for dropdown.
You will use the connection strings from step 1.2 Prepare data sources here.
3.3 Add data objects and joins
Now that a Data Source is connected, the data objects (tables, views, stored procedures, joins etc…) from that source can be added to the system.
Use the instructions in the Data Objects article to do so. Be sure to choose v2021.1 from the Viewing content for dropdown.
Once this step is completed, you are ready to begin a basic evaluation of Exago BI. Contact your account executive and begin exploring!
4. Final Steps
If the Exago team has suggested a REST integration, optionally follow the steps below.
- Install a REST client such as Postman or Advanced REST Client (ARC)
- Configure the Exago REST Web Service API, following the guidelines in the Getting Started with REST article.
- Review the sample integration code provided by your Exago account executive.
Additional Resources
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