Report header customization will work for all kind of charts and visualizations. Following are the steps to add/edit report header: Step 1: Click on the ‘Customize’ button Step 2: Double-click on ‘Report Header’ icon Note that, there are two separate customization options ‘Report Heading’ & ‘Report Header’. Users can use Report Heading for writing the
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Report footer will work for all kind of charts and visualizations. Following are the steps to add/edit report footer: Step 1: Click on the ‘Customize’ button Step 2: Double-click on ‘Report footer’ icon Step 3: Enter the text/number for the report header and choose the font type, size, color, alignment etc. Users also can use
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Following are the steps to apply Heat Map feature: Step 1: Click on the ‘Customize’ button. Step 2: Double-click on Heat Map icon. Step 3: Select start color and End color and click on ‘OK’. Generally a light shade is selected for indicating small measure and a dark shade to indicate big measure. Exactly opposite
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Following are the steps to apply ‘Column freeze’ feature: Step 1: Click on the ‘Customize’ button. Step 2: Double-click on ‘Column freeze’ icon. Step 3: Select the column till which you want to freeze the columns and click on ‘OK’. In above image, you can see the columns of the report. If for example user
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Following are the steps to customise the background colour: Step 1: Click on the ‘Customize’ button Step 2: Double-click on ‘Background color’ icon Step 3: Select the color from the color tray and click on ‘OK’ button Step 4: Now click on the apply tick mark as shown in the image
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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 a virtual table based on the result set of an SQL statement. It is primarily used for designing complex reports which are a bit difficult to achieve using the drag drop interface. The output structure of those SQLviews are saved as a separate table in the metadata which can then in-turn be
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