It covers:
Navigating and switching between report types (columnar, group, pivot).
Configuring report settings, including columns, totals, and general options.
Enabling and managing sorting, filtering, and advanced filter queries.
Resizing, pinning, and reordering columns for better readability.
Creating charts directly from report data for quick visualization.
Managing gridlines, highlighting, and text wrapping for clarity.
Applying spanning and row settings to organize data effectively.
Activating interactive mode and configuring viewer menus for collaboration.
Defining column attributes (e.g., sum, count) and using page filters for targeted analysis.
Styling reports to ensure consistency and professional presentation.
Key Steps
1. Overview of Columnar Reports 0:00
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Understand the purpose of columnar reports.
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Recognize that columnar reports can be switched to group or pivot reports.
2. Navigating the Report Interface 0:11
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Familiarize yourself with the report types available in the selection.
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Learn how to switch between report types.
3. Understanding Report Settings 0:28
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Access the settings organized into columns and rows.
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Identify the total row and general settings.
4. Configuring Menu Options 1:34
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Enable or disable sorting, pinning, and auto-sizing from the menu.
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Understand how disabling options affects the menu availability.
5. Resizing Columns 2:00
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Use grab handles to resize columns when resizing is enabled.
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Utilize the auto-sizing feature to adjust column widths.
6. Applying Filters 2:48
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Activate filtering to search for specific data (e.g., customers in Canada).
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Recognize the visual indicators for applied filters.
7. Using Advanced Filters 3:31
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Enable advanced filters to filter across multiple columns.
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Construct queries using the query builder for complex filtering.
8. Managing Gridlines and Highlighting 5:04
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Toggle gridlines on or off for rows and columns.
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Adjust highlighting settings for better visibility.
9. Pinning Columns 6:01
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Pin columns to the left or right for easier access.
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Understand how pinning affects the layout of the report.
10. Reordering Columns 7:24
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Drag and drop columns to reorder them as needed.
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Ensure the order is logical for reporting purposes.
11. Creating Charts from Data 8:03
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Highlight data and select chart options to visualize information.
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Edit chart types and customize settings as required.
12. Sorting Data 9:05
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Click on column headers to sort data in ascending or descending order.
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Understand how sorting options can be disabled.
13. Utilizing Spanning 9:45
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Enable spanning to organize repeating values into blocks for clarity.
14. Managing Row Settings 10:13
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Toggle totals, row numbers, and pagination settings as needed.
15. Enabling Interactive Mode 11:14
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Activate interactive mode to allow viewers to filter and reorganize data.
16. Configuring Viewer Menus 12:02
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Control visibility of column and context menus for viewers.
17. Wrapping Text 13:21
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Enable text wrapping to adjust row heights based on content.
18. Setting Column Attributes 14:50
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Define attributes for columns such as count, sum, or minimize.
19. Applying Filters from the Left Panel 15:51
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Use the left panel to apply page filters and manage filter types.
20. Styling Reports 17:05
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Refer to a separate video for detailed styling options.
Cautionary Notes
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Ensure that any changes made to the report settings are saved before exiting.
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Be cautious when applying filters, as they can significantly alter the displayed data.
Tips for Efficiency
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Regularly familiarize yourself with the report interface to speed up navigation.
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Keep a checklist of common tasks to streamline the report creation process.