Cross tabular reports can be used to compare data values for multiple entries in a tabular format. Following are the steps to create a Cross-Tab report: Step 1: Select the columns from the tables that you want to see in the cross-tabular reports Step 2: Click on the CrossTab button as shown below:
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Helical Insight provides a user the flexibility to apply database functions on different data formats like Text, numeric, date, time, date-time, etc. Following are the steps to apply database functions. In the below blog we have shown the steps to apply a single function. But you can also apply multiple nested functions also like outside
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As Helical Insight supports Multi-tenancy, users would like to see data which is relevant to them. For example, Sales managers would like to see the reports/dashboards of sales data, Finance managers would see only financial reports etc. For that, ‘Metadata security’ feature can be used in which user can grant or deny the permission of
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Helical Insight provides the user with the functionality of exporting the Reports/Dashboards into various file formats. Some of the file formats that Helical Insight supports are PDF, JPEG, PNG, Excel etc. Note: Users can also add a new ‘Exporting file format’ like .PPT by using exporting APIs Following are the steps to export a Report/Dashboard:
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Helical Insight gives user an advantage to add JavaScript and CSS in the adhoc interface to make customization’s in the report. Users can also view the SQL query generated for the report. Following are the steps to customize report using JavaScript and CSS: Step 1: After a report is generated, click on ‘Editor’ button from
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A View is nothing but a virtual table based on a result set of SQL statement. It is mainly used for designing complex reports in adhoc or when certain pre-calculations are required, which then can be used in the adhoc interface as columns to create reports. These Views are basically stored in local Helical server.
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The ad-hoc interface for creating reports looks like: Tables/columns panel: All the tables and the columns under them can be seen in this panel on the left. Users can use these columns to create a report. Selection area: This is an area where all the columns selected for creating reports are
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In this article you will learn about customizing charts and data table using Adhoc of Helical Insight. In Adhoc, a user can generate various reports such as : Tabular Report Chart Report Axis Based chart Non-Axis Based chart Cross-Tabular Report Following are some of the customization which can be applied on table, charts and Cross-Tab
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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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