Guide
The report editor is where you configure the visualization view(s) within your report, and includes three distinct areas: source settings, available fields and the visualization pane.
Source settings
This section allows you to see to the settings that were chosen during the initial report configuration. Clicking on Edit source will bring up the data source options panel, allowing you to make changes. Click Apply changes to confirm any changes.
If you change the Fibery databases being used for your report, it is likely to break any visualizations you have previously configured
Clicking on the right-pointing arrow in the bottom of the source settings section will bring up a data review pane, where you can see the raw source data on which the report is based.
Available fields
This section shows a list of fields available for the data set(s) you are visualising.
Each field has a specific data type (number, date, text or id) which will affect the configuration options available if the field is used as a visualization parameter.
In the case of using Fibery database(s) as a source, the available fields will be the Fields in the chosen source database(s). The database fields will be coerced into one of the data types.
Database field type | Report field type |
Text | text
|
Number | number
|
Date or date-time | date
|
Date or date-time range | date x2 (range start and range end)
|
Single-select or workflow | text (name of option)
|
Multi-select | text (comma-separated list of options)
|
Relation (to-one) | text (name of entity)
|
Relation (to-many) | text (comma-separated list of names of entities)
|
Rich text, files, documents | not available |
It is possible in some cases to change the data type of a field, e.g. from date to text or from number to text, by clicking on the gear symbol next to the field name.
If a field is set with id type, the value will be converted to text (if not already) and will be displayed as a clickable link if used in table view. Clicking the link will take the user directly to the relevant source data entity.
Also, id type fields are considered to represent unique properties, so items with the same value for an id field are not treated as being the same when it comes to grouping/aggregation.
Remove redundant fields
Once a report has been configured, you can choose to remove redundant (unused) fields, which will speed up rendering time for the report. This can be helpful if a data set is particularly large.
To remove redundant fields, finish configuring your report, and then choose the Remove redundant fields from the options menu
You can always choose + Add field in the available fields section of the report editor to add a missing field back into the list.
Visualisation pane
This section contains one or more visualization views, and each view allows you to make choices about how the data set should be visualized.
The pane will look different depending upon which visualization type has been chosen:
Chart, Table, Metric (KPI) or Pie chart.
Within the visualization pane there are dotted-line boxes into which you can drag and drop fields from the available fields list. These are the visualization parameters.
Refer to the individual visualization types for more details about how your choices for each of these parameters will affect the appearance of the resultant report.
The visualisation pane also allows you to apply filters to the data. See Report filters. These filters are applied in addition to any filters on the source.
For any view in a report, you can optionally describe the report in the description box of the visualization pane.
Parameter configuration
Each parameter in a visualization can be configured in specific ways.
The configuration options available are dependent on the data type being visualized, but will typically include:
Title
The title indicates how the visualization will be annotated. By default, the title is taken directly from the calculation.
Calculation
The calculation box shows how the parameter is defined. In many cases, this will simply be the name of a field in the data set.
However, it is also possible to use Calculations in Reports such that a parameter's value is derived using functions.
Group
For date type parameters, parameter values can be grouped, in order to visualize the data at a higher or lower granularity level. Date values can be grouped by Day, Week, Month, Quarter or Auto. If Auto is chosen, the report engine will pick the most suitable date period grouping automatically.
Aggregation
This option allows parameter values to be aggregated, e.g. for number type parameters, the options are Count, Sum Avg, Min and Max.
Sort
Values can be sorted to determine the order in which they appear. In some cases, the sorting order for a parameter can be chosen to be something other than the parameter itself. For example, you may want to show the Name field, but sort by Creation Date.
Format
It is possible to choose how dates and number values are formatted.
Multiple visualisations
Sometimes there is a need to explore the same data set using different data slices or using different visualization techniques. It is possible to have several visualization views within one report.
Click + Add View at the top of the visualisazion pane to add another view to your report, or click the gear icon next to an existing view and choose Duplicate view if that is more appropriate.
You can find also find options to rename, move and delete views under the gear icon. If it's more convenient, you can reorder views with drag and drop.
Once you have finished configuring your report, click on Finish.