As reports get more and more complex, efficiency is important not just for automation, but for accuracy. In this video, learn how to control and manage resources beyond the chart level.
- [Instructor] Efficiency in reporting is important, … not just for automation and agility, … but I'm sure there's much more to your job … than just reporting. … You can use any of that saved time … for the value of analysis and decision making. … I'll go over to the left here, … where we have two scorecards of revenue, … which represents overall revenue, … and then mobile revenue, which is pulled out of that. … Already, I can see that the performance is very different. … So when I show this to my team or my executives, … they can come back and say, "Wow, that's interesting. … Now give me a whole page that's just on mobile … to dig in even further." … While you could add the mobile filter over here … to every single chart element, there's a much quicker way. … First, I'll go up to this main tool bar, … where you see, "Page." … Click it and choose, "Current page settings." … Over here, there are new options, … and the first is to select a data source. … Now, we already have data sources …
- Connecting to data sources
- Adding charts and graphs
- Constructing filters
- Adding interactivity
- Creating and editing design themes
- Sharing reports