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User Support Labs

User Support Lab – Filters

Topics discussed: Why am I applying my filter, and why is important for me to ask this question before doing so? How each type of filter works, why we might use them, and how they interact with each other How filters on advanced reports will behave together on a dashboard, and what we can ...

User Support Lab – Filter by Formula

Topics discussed: How to use Filter by Formula in ExpressView and Advanced Reports How to use Filter by Formula to improve the end user experience  Resources:  Filters Formula Filters ExpressView Filters

User Support Lab – ExpressView

Topics discussed: Making ExpressViews Applying themes Filtering and grouping data Adding visualizations Resources: Exago ExpressView

User Support Lab – Dashboards v2019.2

User Support Lab — Dashboards v2019.2 In 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 ...

User Support Lab – Crosstab Reports

User Support Lab — CrossTab Reports Travis 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 ...

User Support Lab – 3D Charts

User Support Lab — 3D Charts Business Intelligence Consultant Emma Cortina demonstrates the creation of so-called three-dimensional charts, including Scatter Charts, Bubble Charts and Heatmaps. Resources Support Center Articles Charts Scatter and Bubble Charts Heatmaps Chart Data ...

User Support Lab – Conditional Formatting

Topics discussed: Conditionally formatting cells Conditionally formatting chart data Conditional row suppression Resources: Conditionally Format Cells in a Report Conditionally Format Data in a Chart Conditional Row Suppression

User Support Lab – Complete Report Design

Topics discussed: What information regarding input can I gather from the intended output? Structural, functional, and formatting considerations to keep in mind prior to - as well as during - report design Resources: Basic Training - Advanced Reports Sort By Aggregate Conditional ...

User Support Lab – Chart Data Layouts

User Support Lab — Chart Data Layouts Client Integration Manager Nick Cortina demonstrates the three different chart data layout types: cell-based, column-based and row-based. Additional Resources Chart Data Layout Types Charts: Data Layout

User Support Lab – Chained Reports

Topics discussed: When and how to use Chained Reports Using Chained Report collation Resources: Chained Reports

User Support Lab – Advanced Grouping

Topics discussed: Collated Chained Reports Conditional Formatting Advanced Grouping (Repeating Groups, Grouping by Formulae, Aggregates in Group Headers) Filter Window Types Resources: Chained Reports Sections Sorting by a Formula General Options