Some unique design of a report doesn`t exert influence over final numbers and doesn`t change their meaning for business, but:
Not infrequently, you have to prioritize correctly to emphasize really important information;
Applying a corporate style of your company requires similar visual settings for the entire report;
Correctly emphasized important information is absorbed simpler and faster;
After all, report design is your style and your standards, your face in the eyes of your clients.
This has been dealt with. Next question:
How can I make a report?
You should know that in this article we will tell you about the ways of designing a report and not about how to do it. We have particular articles and lessons about it; the links to them we will indicate to you later in the text.
So, you can design a report in the following ways:
With the help of the component properties;
With the help of report styles and their collections;
Using conditional formatting.
Now we will consider each way in detail.
Design using of a component properties
Each report or dashboard component contains a range of design properties. It contains not just changing the color of the content or background but also borders, indents, and shadows. You may find all these properties in the property panel of a selected component. Some settings are duplicated on the Ribbon tab and in the component editor. For example, as it happens with the Dashboard text element. There are its settings in the properties panel, on the Ribbon tab, and in the editor of this element.
As a rule, this way is used if you need to change only the design of one component or change some parameter of the design without editing the component style.
Design using styles
It`s an excellent way of designing lots of reports, also recommended when using corporate style. Generally, knowledge and proficiency of using styles in reports open up endless possibilities when designing them. Having created a component style once, you can use it constantly and in any other report. There is only one thing - for each component type, its own style is created, but it`s due to the settings of designing a specific component type are individual. For reports, by the way, styles can be combined into collections, and then a collection can be applied to a report automatically. Essentially, you can create a report with various visual designs. You can save all the styles and collections you create to a separate file, which you can use in other reports. You can find more detailed information about styles in dashboards here, about styles here, and here are various videos about work with styles in a report.
Design using conditional formatting
An interactive way to change design settings. Depending on the execution of a condition, you can change the design settings for various components of a report and elements of a dashboard. In addition, a condition can enable some action of a user (it means the choice of a parameter value in the viewer) or not enable. Conditional formatting can be used as a tool of analysis too. For example, when achieving boundary values, the design may change. By the way, you can even change style when a condition is met in a report on conditional formatting. Some lines above, we have written how it is important to have the skill of working with styles, but if you use conditional formatting in addition to this, you`re just a pro in setting the design of reports and dashboards.
Having followed this link you`ll find information about conditional formatting in dashboards, and here is a video selection on the topic.
When you acquire the skill of customizing design, you go to a new level in creating reports and dashboards. It's quite easier to do it with Stimulsoft than it seems.
Displaying data is one of the key points in creating reports. This article will show you several ways to output data, give some practical recommendations, and provide samples to show convenient ways to output data.
Specifically, we will talk about creating lists of data, but not about calculations in reports, displaying graphical data, filtering, or conditions. Today we are interested in how to create lists and the components with which they are created. Let's get started.
Let's start with lists. They can be:
Simple. Data from the source is displayed in the report line by line;
Hierarchical. In this case, the data is also displayed line by line but keeping its original hierarchy;
Cross-lists. Display data from the source by columns or by columns and rows.
Report sample with different lists
Naturally, these are not the only ways to design reports. Even with the basic skills, you can build any reports practically without restrictions.Well, let's go back to the lists. We will analyze them in more detail.
You may create it using the Data band or the Table component. If you use a band, you should place text components with links to data columns on it, and if you select a Table, you should specify the links in its cells. Learn more about creating lists using the Data band and the Table component.
It is called so because the Hierarchical band is used to display the data hierarchy within one source. Once again - we are talking about hierarchical subordination within one data table. If you are interested in the hierarchy between tables in a report, wait for our next article. In the meantime, you can find detailed instructions on creating hierarchical lists here.
It is a type of data output in which each data source entry is displayed in the report as a new column. Accordingly, a special Cross-data band is used to display cross-lists. If the list should be displayed once, it is placed on the Data band with a virtual source equal to 1. For more details, watch the related video.
You should know this!
The Cross-tab component is quite popular among our clients because it allows you to display data by rows and columns. Step-by-step instructions on using cross-tab in reports you may find here and here. Lifehack - using the Cross-tab component, you can simulate the displaying of simple lists or cross-lists. Just do not specify columns or rows for this component, respectively.
Basically, this is all that we wanted to tell you about creating lists for displaying data in reports. If you have any questions or concerns, please get in touch with us. We will be happy to help.
We are finishing our series of articles about the new Stimulsoft Reports and Dashboards 2021.3 versions of products. Today, we will tell you about a new data adapter, which allows you to create dashboards with web analytics.
What is Google Analytics?
Simply said, using the Google Analytics webmaster may find out:
Location of users;
The language they speak;
The browser and the operating system that he uses;
Traffic source, how a user comes across your website. For example, a user can come across it due to organic search, having clicked on an advertisement or having followed a link from social networks, etc.
Next, you can track the behavior of users on the website - pages they visit, the time they stay, whether they make specific actions, for example, fill a registration form, add products to a cart or subscribe to a newsletter. With the help of this data, a webmaster analyzes the effectiveness of channel traffic, website page quality, CTA, call-to-action buttons, and other indicators.
Stimulsoft and Google Analytics
Google Analytics is a rather complicated service for working and learning. The number of views, metrics, various pieces of data is several hundred, and, frankly speaking, not all of them are needed by most analysts, marketers, and webmasters.
Stimulsoft products allow you to create custom dashboards and reports, which visualize and analyze the data you need. Now, this also applies to metrics and views of the most popular web analytics service. You can only display and analyze data that is of direct interest to you and your business.
Google Analytics data connection
In the 2021.3 version, we have added the capability, which allows you to get data for a report or dashboard from the Google Analytics web service. When connecting a new data source on the Google tab, the Google Analytics connection type is available.
Next, you should get the Service Account Key File from the service. This account should have permission to view GA data. After, the Stimulsoft report generator gets all necessary information automatically, and you select metrics and dimensions. You select the metrics you want to display and analyze. As a result, a data table will be generated and on the basis of it, you can create a report or a dashboard.We have prepared a video with detailed instructions on connecting data from Google Analytics into the Stimulsoft report designer.
Besides, Stimulsoft products have data analytics tools. Among them, you can find various types of charts: pie and doughnut, Pareto, funnel, Box and Whisker, clustered column, line, area, indicator, gauge, progress, table, map, etc.We hope this article will help you understand the capabilities of the new Stimulsoft products version and connecting data from Google Analytics. If you have any questions, contact us – we will be glad to solve your problem.
Conditional formatting allows you to change design settings when a specified condition is met. It's one of the data analysis capabilities when certain tendencies are highlighted in the list with a different color, style, font size, or other design settings.
In the 2021.3 version, we have added several capabilities to use conditional formatting when creating a dashboard flexibly. In earlier versions, there was a lack of settings to use conditional formatting widely.
Firstly, only a static value could be specified as the second condition value, and it was not possible to specify an expression. Accordingly, you were not able to make the visual analysis dynamic. For example, when some two values from data columns are compared with.
Secondly, it was not possible to define table columns for which you should apply conditional formatting. In other words, you had to set conditions for each column, which design needs changing.
Now things are different. You can specify the expression, which calculation result will be the second condition value. To do it, you should define the Value parameter as the Expression.
In addition, you can define the columns for which you should apply conditional formatting. You can do this in the Destination parameter. You should select the table columns, which design you want to change.
Now the use of conditional formatting in dashboards is quite easier, and visual data analysis may be dynamic.
We continue to acquaint our users with the changes and additions of the new version of Stimulsoft products 2021.3. The next new functionality to create dashboards is setting icons for indicator series.
What is it for?
The Indicator is an analytics element, which is often used in dashboards to display the sum of values, deviation values, etc. In addition, it is used to display several values in the case of using series. In other words, when working with one value, the set of icons is quite diverse, and in the case of using series, you were able to apply only five preset kits of icons.
This way, if, when creating a dashboard, a creator uses series in the Indicator element with an icon, it has two options:
create a lot of components on a dashboard with the risk of the lack of place there;
work only with the proposed set of icons, limiting the choice of icon for a specific situation and making data display less visual and understandable.
From the 2021.3 version, you can add ranges for indicator values with series and define icons for these ranges. Accordingly, the icon for the indicator record will correspond to the icon of the range to which this record belongs. Moreover, the borders of ranges can be defined as relative or absolute values.
You should know that the color of the indicator style is used for icons, so if you want to change it, you can do this when editing the style or using conditional formatting.
We hope this article will help you understand the new capabilities of Stimulsoft products for report and dashboard creation. If you have any questions, feel free to contact us – we will be glad to help you.