With the development of enterprise informatization, more and more various types of data are generated, and the demand for reports is also increasing. Business needs are raised every day, and report development is working overtime every day, and the company's operating efficiency has decreased over time. Many companies are eager to build a complete report system to solve the problems of report development and management.
In the traditional enterprise report building, it is more common to use Excel to make the table manually, but this method is too primitive and very inefficient. Scattered data is difficult to find, and it is even more difficult to conduct a comprehensive analysis. It finally takes half a day to make a table. If the requirements are slightly changed, they may have to start all over again. The flexibility is too poor.
In our daily work, we often need to use reports to assist us in data analysis. Chinese-style reports have a large amount of information. Usually a report will contain a variety of data, such as detailed data, summary data, etc., so how to make a report quickly And the selection of report tools has become a headache for most data analysts. Having a handy tool will make our report development process more effective.
If data is the blood of every information system, and the report management system is a thread connecting local data, how should the business department build an efficient report management system? The first thing to do is to determine the requirements.
Invariably, the first thing to do is to determine the demand, and first ask yourself the following questions in turn: What is the purpose of the reporting system, what information needs to be displayed and understood, finance, sales or production? Where does the data come from, grabbed from a database or obtained elsewhere? After this step is done, the general layout of the report management system will come out. You have a good idea of where the data comes from, what to do with the data, what data to display, and how to display the data.
Generally speaking, the cost of self-development is relatively high and it is suitable for large companies with strong strength. In terms of specific implementation, it is a cost-effective choice to hand it over to professional teams in the industry. In terms of software selection, open source software and some old-brand software have disadvantages Obviously, choosing open source software almost chooses endless bugs, and some commercial software is not very reliable. On the whole, mature commercial reporting tools, such as Crystal, such as Smartbi, should be given priority. Let’s take Smartbi as an example to give you a brief introduction to how easy it is to use the enterprise report management system.
1. Introduction to Smartbi Tool
Smartbi Insight takes Chinese-style reports, multi-dimensional analysis, and visual dashboards as its core. The functions that meet report requirements feature "true Excel", turning Office Excel and WPS tables into enterprise-level WEB report designers, table styles and calculation logic The flexibility is self-evident.
2. Production process
The report production process is basically inseparable from the connection of the data source at the beginning, a series of data preparation after data acquisition, and the subsequent report development and design process, and finally release preview.
Three, report realization
The first step: Create a data source: create a connection with the business database, and obtain resources related to the business database.
Smartbi Insight creation entry: Click Manage on the smartbi tab in the toolbar to enter the main interface of the system, then click Data Connection, then switch to the relational database in the database selection interface, click the corresponding database type to pop up the data source creation interface, and then fill in the database configuration information OK.
Step 2: Create a data set
Create a data set based on the created data source, get the fields required for report design, and form a data collection.
Smartbi Insight creation entry: Click Manage on the smartbi tab in the toolbar to enter the main interface of the system, click Data Preparation on the main interface of the system, select the data set, right-click on the corresponding catalog node to create a new data set, select native SQL data set, data source Select the above data source and write SQL statements.
The third step: sample design
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Design a static form in the report design area, including merged cells, border settings and color filling, etc.;
- Set the slash header, click the corresponding merged cell, change the format on the toolbar to slash, and fill in the corresponding display content.
The Smartbi Insight report design style is as follows:
Step 4: Drag and drop fields
Drag and drop the fields of the corresponding data set into the designed form, and modify the cell attributes of the fields.
Smartbi Insight operates as follows:
Set the area and city fields to expand group display from top to bottom, product category names and product names expand group display from left to right, sales volume is not expanded summary summation, and set the data to display as 0 when the data is empty.
Step 5: Publish preview
Finally, publish the designed report to the server, and we can preview it directly in the designer.
Smartbi Insight release preview report:
In general, Smartbi's report software experience is good, with comprehensive functions, easy to use and easy to use. It is an efficient and practical enterprise report tool.
There are still a lot of free BI reporting tools. How to make the right choice?
Generally, it is easier to achieve a good effect if you choose to download the free report tool with good reputation and use it first. Now Smartbi has a good reputation in the BI industry in the past two years. Its enterprise version is charged by project, but the personal version is free forever! If you are interested, try it out, and it will be good.