Difference between revisions of "Exercise 09: Managing Data"

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==Objective==
==Theory==
===Data Display Options===
:* Views and Reports organize data to be displayed
:* Views and Reports can be also displayed as Widgets on a Dashboard
 
'''Views'''
:* Find “records of interest” and present them on screen
:* Present data of one Object in a list format
:* Typically used to navigate to particular records
:* Default Views and custom Views
 
'''Reports'''
:* Provide high-level perspective operations
:* List records, make graphs, �calculate summaries (max, min, sum, avg)
:* Add formula fields
:* Example: (numberField=1) if checkbox_flag=true, �else (numberField=0)
:* Can then total the number of checkboxes �and get sum or average
:* Can also be used to drill down to �a particular record (like a View)
:* Can display joined data of related Objects �using Database Views
 
===Custom Views===
:* You can edit/configure default Views for an Object
:* You can also add custom Views for an Object
:* Specify:
:** Fields to be displayed
:** Field column order
:** Optional filter(s) by �date or field value
:* Provide a View name when saving
:* Determine visibility
 
===Report Features - Overview===
:* Organize Reports into report folders
:* Group data by rows and columns
:* Computation functions
:* Color Coding
:* Chart data in many graphic styles
:* Email Reports to individuals or teams
:* Display Reports as a widget on the Dashboard
:* Export Reports to PDF or CSV file
:* Excel Print ( .xlsx)
:* HTML Print ( browser window, use “Save As” to store)
:* Create ad hoc Computed Fields (in each record)�and Summary Computed Fields� (to summarize a column of data)
:* Report Schedules:�run one or more Reports at a specific time
:* Join & present data of multiple Objects via Database Views
 
===Structures that can be Used in Reports===
:* Chart formats:
:** Pie<br>[[File:Pie.png|100px]]<br>
:** Funnel<br>[[File:Funnel.png.png|100px]]<br>
:** Line<br>[[File:Funnel.png.png|100px]]<br>
:** Bar Chart<br>[[File:Bar_Chart.png|100px]]<br>
:** Meter Gauge<br>[[File:Meter_Guage.png|100px]]<br>
:* Tabular Reports display data in rows and columns with color coding<br>[[File:Tabular_Reports.png|100px]]<br>
:* Matrix Reports summarize data<br>[[File:Matrix_Report.png|100px]]<br>
 
 
 
==Exercise==
This exercise has four parts:
This exercise has four parts:
:* In Part 1, [[Part 1: Create a custom View|you create a custom View that shows only Priority 2 orders.]]
:* In Part 1, [[Part 1: Create a custom View|you create a custom View that shows only Priority 2 orders.]]

Revision as of 13:12, 14 December 2022

Theory

Data Display Options

  • Views and Reports organize data to be displayed
  • Views and Reports can be also displayed as Widgets on a Dashboard

Views

  • Find “records of interest” and present them on screen
  • Present data of one Object in a list format
  • Typically used to navigate to particular records
  • Default Views and custom Views

Reports

  • Provide high-level perspective operations
  • List records, make graphs, �calculate summaries (max, min, sum, avg)
  • Add formula fields
  • Example: (numberField=1) if checkbox_flag=true, �else (numberField=0)
  • Can then total the number of checkboxes �and get sum or average
  • Can also be used to drill down to �a particular record (like a View)
  • Can display joined data of related Objects �using Database Views

Custom Views

  • You can edit/configure default Views for an Object
  • You can also add custom Views for an Object
  • Specify:
    • Fields to be displayed
    • Field column order
    • Optional filter(s) by �date or field value
  • Provide a View name when saving
  • Determine visibility

Report Features - Overview

  • Organize Reports into report folders
  • Group data by rows and columns
  • Computation functions
  • Color Coding
  • Chart data in many graphic styles
  • Email Reports to individuals or teams
  • Display Reports as a widget on the Dashboard
  • Export Reports to PDF or CSV file
  • Excel Print ( .xlsx)
  • HTML Print ( browser window, use “Save As” to store)
  • Create ad hoc Computed Fields (in each record)�and Summary Computed Fields� (to summarize a column of data)
  • Report Schedules:�run one or more Reports at a specific time
  • Join & present data of multiple Objects via Database Views

Structures that can be Used in Reports

  • Chart formats:
  • Tabular Reports display data in rows and columns with color coding
    Tabular Reports.png
  • Matrix Reports summarize data
    Matrix Report.png


Exercise

This exercise has four parts:


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