Report is an important tool for displaying and analyzing business based on data sources such as business metadata, business model, and data model. In YonBuilder, you can quickly generate report analysis by simply dragging and selecting to improve report development efficiency. This issue introduces the basic configuration of reports in YonBuilder through employee information data.
01. Create a report
First create an employee information entity to store information data. Then create a new page and associate the data source as the information entity just created. For the specific employee information entity and data import process, please refer to the data analysis chapter developed by YonBuilder.
After creating a report, click Edit to enter the report editing page. Among them, the fields contained in the bound data model are on the left, and the specific configuration options of the cells are on the right.
02. Report data
2.1 Basic construction
After the report is created, the report can be specifically configured according to business requirements. Create a new report template and enter the items to be analyzed in the template. In addition to manual input in the report, you can also directly copy the report template in Excel.
Next, drag and drop the fields corresponding to the data to be analyzed in the report from the field bar on the left.
2.2 Extended area + intersection
After selecting a specific cell, we can configure its expansion direction in detail. If vertical expansion is selected, each data item contained in the field corresponds to a row. Similarly, after horizontal expansion is selected, all data items in the field correspond to a column of data.
There is also a necessary operation in the report, which is to select the area that needs to be expanded and set it to identify the expanded area, so that the data can be expanded.
The identification point is the intersection of horizontal expansion and vertical expansion. When our graph contains two types of expansion, we need to identify the intersection of expansion as the intersection.
So far we have implemented a basic data report, click the preview in the upper right corner of the page, you can see the report style at this time.
2.3 Set data filter conditions for fields
In the specific configuration, the data corresponding to each header can be further subdivided by setting data filtering conditions for the header. First, expand the template, and you can see that the table header is subdivided from the initial population statistics to the population statistics of different genders.
Select the table header "Male", and add a data filter condition in its data settings, so that the statistical data is the data when the field is "Male".
Similarly, we also add a data filter condition to the table header "female", so that the statistical data is the data when the field is "female". Click preview at this time, you can see that the statistics of the number of people of different genders have been realized.
2.4 Query Settings
In the report, you can quickly realize the configuration of query conditions by dragging and dropping fields, and drag and drop the query fields you want to prefabricate to the query bar to realize query options.
2.5 Data Settings
To calculate data in the report, you can directly select the field by dragging and dropping the field, and modify its data settings and aggregation type in the property bar on the right.
Data calculations can also be achieved through formulas.
03. Report style
On the top toolbar, you can quickly select functions such as table style design, row and column freezing. Select the table area you want to modify and check the table style to quickly beautify the table.
Through the above settings, we have realized the following style of report, and in the report, the data can be filtered according to the prefabricated query conditions.
So far, we have implemented an employee information analysis report. In practical applications, you can use YonBuilder to create complex reports such as group tables, cross tables, complex table header nested combinations, free tables, etc., to improve the efficiency of report development, thereby reducing labor and time costs.