The Analyse Section allows you to build and analyse your reports. To do this you must first have uploaded data in the Data section.
To create a report, select the dataset you wish to analyse.
If you click on a dataset eg ‘Sales’, you will be able to see the reports already created. To create a new report, click ‘+Add’.
You will then be at the build stage of creating a report which will look similar to below. If your table report is empty then click ‘Add all’.
Report Type Options
The first thing to do is to choose an option for your report type. Analyse offers a number of chart types, so there will always be a suitable way to present your data.
Choose from:
- Table Charts
- Bar Charts
- Line Charts
- Pie Charts
- Scattergraphs
- Waterfall Charts
- Boxplots
- Rosecharts
- Spider Diagrams
- Bubble Diagram
Bar Chart: This presents categorical data with rectangular bars with heights or lengths proportional to the values that they represent. The bars can be plotted vertically or horizontally.
Line Chart: This is a type of chart which displays information as a series of data points called ‘markers’ connected by straight line segments. It is a basic type of chart common in many fields.
Pie Chart: This is a circular statistical graphic, which is divided into slices to illustrate numerical proportion. In a pie chart, the arc length of each slice (and consequently its central angle and area), is proportional to the quantity it represents.
Scatter Graphs: This is a type of plot or mathematical diagram using Cartesian coordinates to display values for typically two variables for a set of data.
Waterfall Chart: Form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values. These intermediate values can either be time based or category based.
Spider Chart: This is a graphical method of displaying multivariate data in the form of a two-dimensional chart of three or more quantitative variables represented on axes starting from the same point. The relative position and angle of the axes is typically uninformative.
Box Plot: A simple way of representing statistical data on a plot in which a rectangle is drawn to represent the second and third quartiles, usually with a vertical line inside to indicate the median value. The lower and upper quartiles are shown as horizontal lines either side of the rectangle
Bubble Chart: A bubble chart is a variation of a scatter chart in which the data points are replaced with bubbles, and an additional dimension of the data is represented in the size of the bubbles. Just like a scatter chart, a bubble chart does not use a category axis — both horizontal and vertical axes are value axes.
Choosing Report Fields
Once you have chosen a report type, you can then drag and drop the fields from ‘Fields’ into the X and Y axis.
For example, I want to have a line chart that shows quote value by month.
Y axis: Net Value
X axis: Required Date
Once the chart is set up, there will be a live preview in which you will be able to check any changes made to your chart.
In the X axis you can edit:
- Title: You can change the title of the field.
- Sort: Sort by ascending, descending or none
- Value: Sum, Count, Average, Max, Min and Percentage
In the Y axis you can edit:
- Title: Title of the field
- Interval: This will only appear for dates. You can choose to show the data in Days, Weeks, Months or Years.
- Sort: Sort by ascending, descending or none
- Columns: This is how many columns your graph will have, from 4 to 364.
Filtering the Data
The next thing you can do is filter the data. Click the ‘Filter’ tab.
To filter your report by certain filters, drag and drop one at a time into the box.
Your chosen filters will then appear under the chart. You can have multiple filters per chart.
Date Filters
Click the dropdown under ‘Type’ on each filter to filter the data. For example, you could choose to filter the dates by ‘This Year’, or you could choose ‘Exact Period’.
The exact period filter allows you to select exact dates that you wish to report on. Choose a start and end date.
Next Step: Customising the Report