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All right.
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So by this point we've put a ton of work into this.
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We've spent a lot of time connecting to our data sources tying them together with a proper normalized
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data model and then building out a ton of powerful calculated fields and measures to add new metrics
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like rolling profit return rates order targets a lot of really great stuff that we've done.
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But the thing is it all means nothing until we can actually communicate it and visualize it and allow
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users to interact with it.
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So that brings us to the final phase of the business intelligence workflow which is actually visualizing
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the data with reports and dashboards.
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So let's kick off this section with a quick walkthrough of the power by report view.
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Now we've spent some time in here already working with those matrix visuals but we were really only
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using those to check our measure values.
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Nothing else.
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And I think you've probably realized there is a huge amount of functionality and a huge library of tools
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that we haven't even touched yet.
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So that's what I want to spend our time focusing on in this section is working through each of these
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pains and toolbars and options to see exactly what we can do in this report view.
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So let's walk through some of them.
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First up at the top in our view tab.
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You've got some basic view options.
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We're gonna talk about phone versus desktop layout.
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You can show grid lines you can all have your objects and charts to snap to grid for alignment and you
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can also activate other panes like the bookmarks and selection pane down at the bottom of the screen
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you'll see report pages.
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Now these look just like Excel tabs and they function the same way think of each page as its own blank
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reporting canvas.
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So a single report can be made up of multiple individual pages.
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In this example we're looking at here and the example that we're going to build together we're gonna
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have an executive summary page a product detail page and a customer detail page.
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On the right side you've got two primary panes.
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These are like mission control for reporting visualizations and fields.
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So starting with visualizations this shows you all of the chart templates they have to work with charts
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sliders matrices like we've been working with different types of maps et cetera.
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And just keep in mind that for the purposes of this course we're working with the standard kind of default
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set.
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None of the preview options but it's very very easy by clicking those three dots in the lower right
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to import either new preview visuals or to import custom visuals.
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Now on the right you've got your field list.
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We've seen this before it's accessible in the data view as well.
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This is simply where you can access all of the fields and all the measures and columns across all of
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your tables now right beneath the visualizations box you'll see a pain that includes fields format and
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analytics.
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So they're actually three panes embedded within this.
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Now by default you're going to start in the fields pane which is what we're seeing here because that's
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where you drag in your metrics.
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It's how you actually tell power by what you want that visual to be showing.
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So in the matrix view we had rows and columns values in this example we've got a KPI visual that needs
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an indicator a trend axis and a target goal.
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So what you'll notice is that these panes are completely dynamic.
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You'll see different options depending on what type of visualization you're using and what fields and
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objects you have selected.
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So the fields view within this pain is where you drag those columns or dimensions and values the next
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tab a little paintbrush contains all of your formatting options which we'll dig into.
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And the third the little magnifying glass that's called the analytics view and that includes options
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to do some interesting things like trend lines and forecasts.
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Now the last thing to note here is the filters pane which includes four different types of filters visual
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level page level report level and drill through.
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We're gonna talk about those and practice them in a later lecture but for now just remember that those
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impact the specific scope of data that gets filtered.
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So let's quickly jump in to our report view and take a look for ourselves all right.
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Here we are in our adventure Works report right where we left it at the end of the tax section where
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we can actually do here is go ahead and delete this matrix visual so I've got a fully clean canvas clean
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slate to work with.
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And now you'll notice those view tabs we talked about can show the grid lines you can enable the snap
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to grid if you want to make sure you're working with clean alignment you can activate your bookmarks
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pane or your selection pane which just pops up next to visuals and then let's uncheck grid lines down
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the bottom.
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See We've defaulted to page 1 can easily add a new page or delete it.
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Just like Excel tabs and then here's our command center visualizations and fields.
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So these can be collapsed if you want to save space.
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But these will always live here on the right side of your view.
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And as always got access to all of our fields here and then as soon as we drag in a visual we'll have
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access to the fields options as well as the formatting options in this pain.
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So with that let's go ahead and get started by adding our first objects to our report.
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