Lesson 5: Advanced Charting & Analysis

Lesson 5-1 Creating a Report from multiple Tables

1. From the ReportList.aspx page Click on "Design a New Report". Or if you are in report designer click the "New" icon. Now we need to select a data source.
2. Click on the "Data Sources" tab. Then click on the drop down box and choose "Categories".
3. In the bottom most row under the "Data Sources" label, select "Products" from the drop down box. Ad Hoc automatically joins these tables. This is a unique feature of our product.
4. Click on the "Fields" tab.
5. Click on the "Field" drop down box and choose "CategoryName"
6. In the bottom most row under the "Field" label, select "ProductName" from the drop down box. Let's count the number of products in each category.
7. To do this we will want to select the "Group" function for the "Category Name" field.
8. Then we will select the "Count Distinct" function for the "ProductName" field. We should rename the Description for Products to make more sense.
9. Type in "Products" for the "Description" textbox in the "ProductName" field.
10. Click on the "Preview" tab so you can view the report. Let's add a title to this report.
11. Click on the "Misc" tab.
12. In the "Title" text box enter "Product Stats per Category"
13. Click the "Preview" tab. Now the report is titled. Let's Save it.
14. Click on the "Save as" tool bar button, name your report, for example "Lesson 5-1", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

Lesson 5-2 Adding Some Statistics to the Report

1. If you did not just complete lesson 5-1 then you will need to load it. This can be done from the reports list or report designer. It will be under the "Training" category and labeled "Lesson 5-1". In report designer just click the name. In reports list you click the pencil next to the name and this will load the report in report designer.
2. Click on the "Fields" tab. Let's add a field that shows the percentage of products that are of each category type.
3. In the bottom most row under the "Field" label, select "ProductName" from the drop down box. After selecting the field we need to count the number of products in each category and show them as a percentage.
4. Select the "Count Distinct" function for the "Function" in the field we just added. Also select the "% of Group (with rounding)" "Format" for this field. Now let's put a new description for this field.
5. In description type "%" for the bottom most "ProductName" field. Now let's sum up the columns.
6. Add a subtotal by selecting "sum" from the subtotal drop down box.
7. Click the "Preview" tab. The percentage of group statistics and subtotals have been added to the report. Let's Save it.
8. Click on the "Save as" tool bar button, name your report, for example "Lesson 5-2", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.