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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
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- 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
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- 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
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- Formula Editor
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- List of Functions
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- What are formulas?
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Administrators
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- Advanced Joins
- Amazon S3 File Storage
- Application Settings
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- 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
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- Exago Installation Manifest
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- Exploring Exago Technology
- Hidden Flags
- Inline Frame or JavaScript API?
- Installing and Configuring the REST Web Service API
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- Step 1: Install and Configure
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- Storage Management: Custom Implementation
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- Table-Valued Functions
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- What's New in Version 2021.2
- Performance Enhancements in Version 2019.1
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- Updating Recommendations
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- What's New in Version 2019.1
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- 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
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- 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
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- WebReports.Api.Data
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- Configuration File Options and Optimizations
- High Availability
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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
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- 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
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- Remote Execution
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- Scheduler Queue
- SessionInfo
- Styling Exago
- Styling the Home Page
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- Global Event: OnAfterLoadReportsList
- Global Event: OnAfterReportExportSuccess
- Global Event: OnConfigLoadEnd
- Global Event: OnConfigLoadStart
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- Global Event: OnExportCsvCell
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- Global Event: OnGetUserPreferences
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- Global Event: OnOkFiltersDialog
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- Global Event: OnParameterSqlStatementConstructed
- Global Event: OnRenameFolderEnd
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- Global Event: OnReportExecuteEnd
- Global Event: OnReportExecuteInit
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- Global Event: OnReportFailValidation
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- 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
Basic Training 08. Charts
Previous: CrossTabs
Next: Filters
Transcript
Welcome back to the Exago Video Training Series! In this segment we’ll discuss charting, a way to visually display the relationship between 2 or more metrics of data.
We’re currently looking at an advanced report displaying revenue summed per order, for each employee. Let’s begin by adding a chart in our group footer on employee last name that will show us that employee’s orders as well as their revenue totals. We can select the large cell we’ve created for our chart, and click our chart icon here. This opens the chart wizard, which will walk us through the chart creation process. We’ll start by selecting the type of chart we’d like to display, and in this case I’ll use the doughnut option.
Next we come to our data tab, where we define what information will be displayed in the chart. Depending on how our report is structured, we have three different data layouts we might use. ‘Cell based’ is used when pairs of cells on the report directly map to points on the chart. We’d use this layout if we wanted to display something like the minimum, maximum, and average revenue values for employee orders. ‘Column based’ is used when we have one metric for data labels, but may have more than one series we’d like to display. One example would be showing the order count and total revenue for each employee. ‘Row based’ is used when a single column on the report can provide the data values for the chart. This could be displaying revenue per employee per order.
Since we want to simply show revenue for each order, we’ll use the column based layout. We can then define our data labels to be our Order ID’s. This means our x-axis labels will populate with Order ID’s. Our series values can be our aggsum of the revenue, and so now the chart will show the total revenue for each order. If we’d like we can modify how our chart is sorted using the dropdown here.
Hitting next, we have the ability to modify our charts’ aesthetic. Let’s use the ‘blue grey’ theme, and give our chart a title so it’s clear what information is being displayed.
Hitting next again, we arrive at the size and preview tab. We can set the chart to be a specific size if we’d like, or let the chart automatically resize to fit to the cell it lives in. At this point we’ve completed our chart, so we can hit finish.
We now have a chart to show us an employees’ revenue total for each order, but we may want to see a report wide chart to show us how employee’s orders compare against one another. We’ll select the available cell in our report footer, and again open our chart wizard. This time, let’s use a stacked column chart. Moving to the data tab, this time we want to see revenue per order per employee, so we’ll want to ensure we’re using the row based chart layout.
Next we’ll select our revenue sum to be our data values. Since we want to see employees broken down by their orders, we want our data labels to the employee last names, and our series labels to be the order ID’s.
Moving to appearance, let’s again use the blue grey theme, and give our chart a title so it’s clear what information is being displayed. We can move to our size and preview tab and verify we’re fitting to cell, and then hit finish.
Executing the report, we can see a chart for each employee to show their individual order revenue totals. Jumping to the bottom of the report, we can see our employees compared against one another, with each bar chunked out by Order ID. Here in our report viewer, we have the ability to check or uncheck specific series. By right clicking, we have the ability to modify our chart on the fly, changing things like chart type, theme, legend location and sort order. We can even invert our data, which will switch our data and series labels.
This concludes our discussion on charting. Be sure to check out our segment on dashboards, and as always, Happy Reporting!
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