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Table of Contents

3.1       Data Step

Once you've selected your view, you'll be taken to the Data step.

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Note: if you are unsure of how many results your report will return, or if at any stage it does return lots of results and takes a long time to load, apply filters to limit results or turn Auto Refresh off.

  1. Start your report by dragging and dropping the fields you wish to use onto the canvas (or into the Column box).
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    Hold the left mouse button down on the data field and drag it over to the canvas. Place fields in the order you’d like them to appear in the report.

    If you wish to remove a data field from the report, drag and drop the unneeded data field outside of the canvas or column fields box.

  2. Once you have data in your report you can access options against each field to manipulate how the data will appear in your report. Click the arrow against the field name on the report or in the columns box.

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    The options for each field can include the following (depending on the field type).

    • Aggregation Aggregation (of data) and Totals  Totals (at the bottom of the column), which are defined as follows:
      • Sum  – This will add up the number values for data metrics only (the most commonly used).
      • Count  – This will count the number of data entries for the metric.
      • Count Distinct  – This will return the number of unique data entries for this metric.
      • Average  – This will return the average for data metrics only.
      • Maximum  – This will return the largest value for data metrics only.
      • Minimum  – This will return the smallest value for data metrics only.

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