Lesson 1: The Basics

Lesson 1-1 - Designing a List of Shipping Countries Report

1. From the ReportList.aspx page Click on "Design a New Report".
2. Under the "Data Sources" tab - Click on the drop down arrow and choose "Orders"
3. Under the "Fields" tab - Click on the drop down arrow and choose "ShipCountry". Leave the "Description" box as it is (this will be discussed in another lesson).
4. Click on the "Preview" tab to see the Izenda report you just created.
5. Click on "Save as" tool bar button, name your report, for example "Lesson 1-1", and enter the category you want the report to be shown under, for example "Training", click ok. Now you have a saved Izenda report.

Figure 1. Screen shot from report made in Lesson 1-1

End

Lesson 1-2 - Adding additional fields, using field functions, using field formats, & sorting the data.

1. If you did not just complete lesson 1-1 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 1-1". 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. Let's add some more information to the report. Click the fields tab.
3. In the bottom most row under the field label, select "ShipCity" from the drop down box
4. I'd also like to see the "Order ID" & "Freight". Repeat Step 3 but select "Order ID" and then "Freight".
5. The freight field is a dollar amount so select the "$0.00" format from the format drop down box.
6. Click Preview. You will see the fields have been added.
7. I'm interested in the number of orders to each city and the total freight spent shipping the orders. To see this information we need to add some functions to the fields.
8. Click the "Fields" tab.
   
9. Next to the "OrderID" field select "count" from the function drop down box. This will count the number of order IDs from the previous report. Let's change the description to "Orders" by entering that into the description textbox.
   
10. **Notice that when a function is selected all of the fields default to using the group function.
11. Next to the "Freight" field select "sum" from the function drop down box. This will sum the freight. Let's change the description to "Freight" by entering that into the description textbox.
12. Click the "Preview" tab. Now let's sort the data alphabetically by country.
    
13. Click on the "Fields" tab. Then click on the "sort a-z" checkbox on the same row as the "ShipCountry" field.
    
14. Click the "Preview" tab. Now the data is sorted. Let's save the report.
    
15. Click on the "Save as" tool bar button, name your report, for example "Lesson 1-2", and enter the category you want the report to be shown under, for example "Training", click ok. Now you have a saved Izenda report.
    

End

Lesson 1-3 Visually Grouping & Subtotal Function

1. If you did not just complete lesson 1-2 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 1-2". 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. Notice how some countries have multiple cities listed. We can visually group by the country and have a cleaner report. Click on the "Fields" tab.
3. Click the "VG" check box in the "ShipCountry" field row. Note: When using VG it must be the first field in the fields tab. If the field you select to visually group by is not the first field then use the up arrow icons to make it the first field.
4. Click the "Preview" tab. Now the data is sorted by the Ship Country. Let's add subtotals for each Ship Country.
5. Click the "Fields" tab.
6. Select "Sum" from the "subtotal" dropdown box.
7. Click the "Preview" tab. Subtotals have been added. Let's save the report.
8. Click on the "Save as" tool bar button, name your report, for example "Lesson 1-3", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.
   

Figure 3. Screen shot from report made in Lesson 1-3

End

Lesson 1-4 Adding a Summary and a Title

1. If you did not just complete lesson 1-3 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 1-3". 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. There is a lot of data here so let's add a summary. Click the "Summary" tab.
3. Under the "Fields" dropdown - Click on the drop down arrow and choose "ShipCountry".
4. I'd also like to see the total number of "Orders" & "freight" cost in the summary. Repeat Step 3 but select "Order ID" and then "Freight".
5. For the "Ship Country" field select the "group" function and select the "sort a-z" checkbox. This will group the data together by country and sort the data alphabetically.
6. For the "Order ID" field select the "count" function and change the description to say "Orders". This will count the number of Order IDs for the country.
7. For the "Freight" field select the "Sum" function and the "$0.00" format. Change the description to say "Freight". The will sum the freight for all orders sent to each country.
8. Let's add a grand total so we can see how much business we have done. Select the "Add Grand Totals" check box.
9. Click the "Preview" tab. You will have to scroll down to the bottom to see the report.
10. Let's move the summary to the bottom of the report. Click on the "Style" tab.
11. Scroll down until you see the report order. Click on the down arrow next to "Summary" until it is below "Details". Now it will be at the bottom of this report. Let's also add a title.
12. Click on the "Misc" tab. In the "Title" text box enter "Orders and Freight By City and Country"
13. Click the "Preview" tab. Now the Report is titled and in the order I want. Let's Save it.
14. Click on the "Save as" tool bar button, name your report, for example "Lesson 1-4", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

Lesson 1-5 Exporting a Report

1. If you did not just complete lesson 1-4 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 1-4". 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 Excel button on the tool bar.
3. You will see a box that asks "Do you want to open or save this file".
4. Click "Open".
5. Now you will see a "web" version of the report.
6. Click file, save as.
7. Decide where you want to save the file and name the file.
8. Change the "Save as type" to Microsoft Excel Worksheet.
9. You now have an Excel document which shows the information on your PC Lesson 1-4 report.

Lesson 2: Trend Charts

Lesson 2-1 Creating a Trend Chart showing Orders by Month

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 "Orders".
3. Click on the "Chart" tab. This is where we create charts.
4. Click on the "Chart Type" drop down box and choose "Trend" for the chart type.
5. Click on the "Date" drop down box and select "OrderDate" for our date field.
6. For the "Date" function select "Group (Month Name)" from the drop down box.
7. Click on the "Value" drop down box and select "OrderID" for our value field.
8. For the "Value" function select "Count Distinct" from the drop down box.
9. Click on the "Preview" tab so you can view the report. Let's add a title to this report.
10. 10. Click on the "Misc" tab.
11. In the "Title" text box enter "Orders by Month"
12. Click the "Preview" tab. Now the Report is titled. Let's Save it.
13. Click on the "Save as" tool bar button, name your report, for example "Lesson 2-1", and enter the category you want the report to be shown under, for example "Training" , click ok. The Izenda report is saved.

Lesson 2-2 Advanced Trend Chart Report

1. If you did not just complete lesson 2-1 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 2-1". 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 "Chart" tab.
3. Click on the "Show Advanced" button.
4. Click on the "Separator" drop down box and select "OrderDate"
5. Click on the "Separator" "Function" drop down box and select "Group (year)" this is how the data will be separated.
6. Notice that the legend check box is selected.
7. Click on the "Smooth" check box.
8. Click the "Preview" tab. Now the Trend Chart has been enhanced and separated by year. Let's update the title for this report.
9. Click on the "Misc" tab.
10. In the "Title" text box enter "Orders by Month and Year"
11. Click the "Preview" tab. Let's Save it.
12. Click on the "Save as" tool bar button, name your report, for example "Lesson 2-2", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

Lesson 3: Bar Charts

Lesson 3-1 Creating a Bar Chart showing Top 15 Countries by number of customers

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 "Orders".
3. Click on the "Chart" tab. This is where we create charts.
4. Click on the "Chart Type" drop down box and choose "Bar" for the chart type.
5. Click on the "Label" drop down box and select "ShipCountry" for our label field.
6. For the "Label" function select "Group" from the drop down box.
7. Click on the "Value" drop down box and select "CustomerID" for our value field.
8. For the "Value" function select "Count Distinct" from the drop down box. Let's limit the number of Countries listed on the graph to 15.
9. Click on the Show records textbox. Enter "15". Let's sort the data so we get the Top 15 countries sorted by number of customers.
10. Click on the sort checkbox for the value field.
11. Click on the "Preview" tab so you can view the report. Let's add a title to this report.
12. Click on the "Misc" tab.
13. In the "Title" text box enter "Top 15 Countries"
14. Click the "Preview" tab. Now the Report is titled. Let's Save it.
15. Click on the "Save as" tool bar button, name your report, for example "Lesson 3-1", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

Lesson 3-2 Advanced Bar Chart Report

1. If you did not just complete lesson 3-1 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 3-1". 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 "Chart" tab.
3. Click on the "Show Advanced" button.
4. Click on the "Separator" drop down box and select "OrderDate"
5. Click on the "Separator" "Function" drop down box and select "Group (Year)" this is how the data will be separated.
6. Notice that the legend check box is selected.
7. Click the "Preview" tab. Now the Bar Chart has been enhanced to show the countries with the most customers separated by year. Let's update the title for this report.
8. Click on the "Misc" tab.
9. In the "Title" text box enter "Top 15 Countries by Year"
10. Click the "Preview" tab. Let's Save it.
11. Click on the "Save as" tool bar button, name your report, for example "Lesson 3-2", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

Lesson 4: Pie Charts

Lesson 4-1 Creating a Pie Chart showing the percentage of orders from each country

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 "Orders".
3. Click on the "Chart" tab. This is where we create charts.
4. Click on the "Chart Type" drop down box and choose "Pie" for the chart type.
5. Click on the "Label" drop down box and select "ShipCountry" for our label field.
6. For the "Label" function select "Group" from the drop down box.
7. Click on the "Value" drop down box and select "OrderID" for our value field.
8. For the "Value" function select "Count Distinct" from the drop down box. Let's sort the values so the countries with the most orders will be together.
9. Click on the sort checkbox for the value 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 "Orders By Country"
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 4-1", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

Lesson 4-2 Advanced Pie Chart Report

1. If you did not just complete lesson 4-1 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 4-1". 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 "Chart" tab.
3. Click on the "Show Advanced" button.
4. Click on the "Separator" drop down box and select "OrderDate"
5. Click on the "Separator" "Function" drop down box and select "Group(Year)" this is how the data will be separated. Let's limit the number of records shown to 10.
6. Click on the Show records textbox. Enter 10. Let's add a legend.
7. Click on the "Legend" check box to select it. Let's explode the largest slice from each year.
8. Click on the "Explode Largest Slice" check box. Let's add percentages to the pie graph.
9. Click on the "Show Percentage" check box. Let's also change the type of pie chart.
10. Click on the "Chart Type" drop down box and select "Doughnut."
11. Click the "Preview" tab. Now the Pie Chart has been enhanced to show the countries with the most orders separated by year. Let's update the title for this report.
12. Click on the "Misc" tab.
13. In the "Title" text box enter "Orders By Country and Year"
14. Click the "Preview" tab. Let's Save it.
15. Click on the "Save as" tool bar button, name your report, for example "Lesson 4-2", and enter the category you want the report to be shown under, for example "Training", click ok. The Izenda report is saved.

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 has 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.