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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In Settings tab, users can change the sample size to any numerical value or select full sample size. Note : Sample size is the size of data that would be visualized while you create a report. Users can unselect the option of prepending the table names. Doing this, users would then only see the column
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Editor Tab is especially for the developers who can modify the results using HTML & CSS. At the report level interface you can see Editor Icon clicking on that you can see two options i.e. JS Editor & CSS Editor. 1. JS editor: Users can write Java scripts in this section for adding customizations like
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Filters can be applied by using either of the 2 methods: Method 1: Double-clicking the icon Double click on Filter icon present in the columns on left panel. Method 2: Drag n drop column Select the Filter tab and drag the columns that you want to apply as a filter into the selection area. To
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Toggle Metadata: It allows user to hide/unhide the metadata tables & columns on clicking. Tab is always available on the left side of the window in adhoc page. Once the report is created, this tab can be used to hide so that the space available to show the report is more. Hide Mode: Unhide Mode:
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Ad-hoc reports are the type of reports which can be created instantly by using ‘Drag n Drop’ method. Users can select the columns from the tables present in the database and create reports on the fly. Multiple data sources can also be used to create Adhoc reports. The steps for creating a simple adhoc report
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To provide user-level data access and security, there is a login page. To login, enter the URL in the preferred web browser, thus the login page will appear. A person with proper credentials which includes organization name/user name/password will be able to login and based on his/her access will be able to do further operations.
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