Adhoc Overview

In this article, we will be providing an overview of Adhoc.
On the left side we have list of tables and columns.  There is a selection panel in which user can drag and drop any column from any table or double click on column name and create report.

user and role

Quick search can be also used for searching column name and then selecting it.

Generate report icon allows to generate report based on the current selection.
Data can be arranged in ascending or descending order by clicking on column in the selection panel.

Double clicking on selected column will allow to rename.

User also has the option to apply aggregate functions or apply other datatype functions on clicking on the selection.

aggregate functions

Filter allows to filter the data. Typical example of filters are date range, product name, geography etc and can be of many types like single select, multiple select, date range, is greater than, less than, contains, is not equal to so on and so forth. For text values pattern matching can also be done like show values starting with Abc or ending with xyz.

filters

Custom SQL Query allows user to check the SQL query generated, Scripts allows user to add scripts and styles allows for more styling options and control over the generated report.

adhocoverview

Settings allows to select the sample size and is very helpful in generating top N, bottom N kind of reports. It also allows to change the metadata file.

adhocoverview1

Hamburger icon allows to minimize and maximize the metadata view. Custom Column allows to add a new calculated column with ability to add formulas etc.

adhoc overview2

Preview option allows to preview. Further icon provides option to view report in various formats like Tabular report, Charts, use VF file for visualizing or view in Crosstabular report.

adhocoverview2

User also has the option to generate report, refresh cache, export data in excel or CSV format, Save or Save As the created report at a desired location.

adhocoverview5

For more info, contact us at support@helicalinsight.com

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We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
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A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
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