In this article we will learn about how to change the default Email-id for Scheduling. Whenever a report is created using EFW or with Adhoc in Helical Insight, such report can be email scheduled by the user on a daily, weekly, monthly basis and so on. For report scheduling, a default email-id need to be configured
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In this article you will learn how to use Crosstab in Adhoc. Crosstab report can be easily used for comparing the data values between multiple entries. Drag and drop the columns into canvas and create a report. Here we would be using Travel data. In order to visualize the report in a crosstab format, click
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In this article you will learn about how to change the chart background color and its opacity. First, open the chart report created using Helical Insight. Also, you can create your own customize report by connecting the datasource with Helical Insight. For your understanding we have used an “AreaSplineChart”. Default view of a generated chart
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Different functions like sum, group by, and Count etc. can be applied to the variables. If the user drags or selects a column in the selection area, a function would be applied to that column by default, depending upon the type of variable. Mostly, a group by function is applied automatically for categorical variables and
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Following are the mathematical functions that can be applied to the column: Group by Sum Distinct Count Max/Min Avg Users can observe that by default, categorical variables take ‘Group by’ function and Numerical variables take ‘Sum’ function. These default applied functions can be seen and changed in the Meta data file which is present in
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Metadata is basically a logical DB schema which gets stored locally in Helical Insight server (as a .metadata extension) and allows users to define which tables, columns they would want to keep. Thus, different Metadata can be created for the different set of users like finance metadata, sales metadata, operations metadata which then can be
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In this blog, we will how to connect to a data source in Helical Insight. Overview of Data Sources Tab The list of Data sources is present as a collection of icons for each database. User can search for the data source by typing in the search box. User can also search based on type
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Custom column feature allows user to create a separate derived column which could be required for creating adhoc reports. This is useful when the data is required in different format as that of present in the database. Some use cases of Custom column are mentioned below: We have ‘time of call’ in the database. Let
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Toggle Auto-update: On enabling Auto-update, user does not need to click on Generate report every time he/she make changes in the reports. Generally it is not advisable, as it generates lot of queries in the database. Toggle Hidden columns: User can hide particular column/columns using this button and could toggle between hide or unhide. Use
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Users can create Reports in the form of Table, Chart, Cross-tab and Geographical Map. Table: Output is seen in a tabular format (Rows & Columns) Charts: Users can select any of the charts from the list containing Non-axes charts, Axes charts & advanced charts to create data visualizations. Cross-tab: Data in the tabular format
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