On this Support Lab Nick explains how to use ExpressView as a data discovery tool that can help troubleshoot Advanced Reports. He walks through examples of breaking down formulas into pieces to check for syntax errors, as well as understanding if joins are the cause of incorrect report ...
User Support Lab — Report Scheduler
Topics discussed:Emailing reports or dashboards
Scheduling reports or dashboards to be emailed on a recurrence pattern
Emailing personalized reports, filtered by userResourcesScheduling Reports
Admin Support Lab - Scheduler Configuration
Nick delivers a lab geared towards giving report builders a better understanding of how their UI actions translate to the SQL that is sent to the database.Resources: Advanced Features
Topics discussed:Using reports to fill out template forms
Creating PDF and RTF templates
Using repeating data in template fieldsResources:Templates
Topics discussed:Styling Crosstabs and ExpressViews
Saving styles as custom themesResources:Themes
ExpressView: Customizing appearance
Create a Custom ExpressView Theme
In another installation of our Train the Trainer Mini-Series, Emma discusses the points and phrasing we suggest using to best convey understanding of the Advanced Report Designer to your users.ResourcesAdvanced Reports
Advanced Reports Basic Training
Emma walks through some high level tips for teaching first time users the ExpressView Designer. Part of our Train the Trainer Mini-Series.Resources:ExpressView
ExpressView Support Lab
Basic Training: ExpressView
A lab designed to break the fourth wall and discuss preparation for training sesssions. Emma explains some of the understandings we at Exago establish before entering a targeted training session to bring the most value to our end users, and discusses how our clients might do the same.
Topics discussed:Making interactive changes to reports
Saving changes on a per-user basis
Adding drilldowns and hyperlinks to reportsResources:Report Viewer: Interacting with Reports
Report Viewer: Customizing Report Output
Report Viewer Options
If you've ever wondered the following, this lab is for you!What is a join?
What types of joins exist?
As an end user building reports, what benefit can understanding joins provide me?
Finally, how can I use this understanding to configure joins on the report level?Travis will ...
In this lab, Emma demonstrates how to build several Key Performance Indicators, or KPIs, with the Advanced Report Designer and display them on Dashboards.ResourcesAdvanced Reports
Top N Filters
User Support Lab — Linked Reports a.k.a DrilldownsIn this support lab, Tim walks you through what linked reports are, how to create them and different ways of filtering.Topics discussed:Linking reports to make custom drilldowns
Drilling down on charts and report cells
Linking to ...
Topics discussed:Visualizing geographic data using dynamic mapping
Drilling into different regions of dataResources:Google Maps
Geocharts (Legacy Maps)
Enabling the map wizard
User Support Lab — Multi-Series ChartsIn this lab, Emma demonstrates how to decide the best chart type and data layout to display your multi-series charts, as well as additional configuration options to extend the chart display beyond default options.ResourcesCharts
Chart Data Layout ...
Topics discussed:A quick look into two of the new features being added to v2018.2!Tutorial Mode in ExpressView
Conditional Drop Pin Colors, New Aggregation Options in Google Maps
Topics discussed:Dealing with situations when reports return no dataResources:No Data Qualified Options
Conditional Row Suppression
User Support Lab — CrossTab ReportsTravis reviews the basics of CrossTab Reports, how to create them and how to use formulas to create pseudo-CrossTabs. He then explains when each option is appropriate.Resources: CrossTab Reports
Admin Support Lab — Custom Columns and ...
Topics discussed:Why data values may be repeated on reports
Suppressing duplicates on the cell level
Suppressing duplicates on the category level
Using repeating sections to group by duplicatesResources:Dealing with Duplicate Values
Suppressing Duplicates (Categories)
User Support Lab — Dashboards v2019.2In this support lab, Tim walks you through the changes made to our Dashboard Designer and Dashboard Viewer tools in v2019.2 of Exago. He also builds a Dashboard with visualizations, existing reports and an interactive filter step-by-step.Resources...
Topics discussed:Making ExpressViews
Filtering and grouping data
Adding visualizationsResources:Exago ExpressView