Chapter 3. Building Advanced Reports and Documents

In the previous chapter, we learned about the creation of schema designs and different schema and public objects; so, in this chapter, we can dig deeper and understand some advanced techniques for presenting data to end users.

This chapter will cover:

  • Creating consolidations
  • Building different types of custom group
  • Creating transformations
  • Working on your first advance report
  • Creating and adding data to the document
  • Dashboard creation and usage

Advanced reporting components

A report is an object that provides a multi-perspective view of our data. Reports are the starting point for further business investigations and decisions. Advanced reporting allows us to create complex and sophisticated reports using several advanced objects such as advanced metrics, transformations, consolidations, custom groups, freeform SQL, and intelligent cubes.

Before you begin with this chapter, you should be familiar with basic reports and components.

  • Real-life scenarios using advanced reporting features include:
  • Top N products with highest sales
  • Sales of current year versus previous year
  • Yearly revenue splits by territory
  • Sales based on seasons
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