Getting started with Astrato's Custom Report
Astrato Custom Report gives your business users the ability to freely slice and dice data and extract quick insights without the risk of breaking anything or losing vital information. Less dependency on IT, more actionable insights across the organization.
It's easy to set up; on a new worksheet, add the Custom Report data object and allow your users to select from the predefined dimensions and measures in your workbook.
They can drag and drop data dimensions and measures into the explorer directly from the live data warehouse - no coding required.
Dimensions and measures can be sorted and re-ordered, helping end-users build the visualization they want to support their analytics.
Access to row-level data
Democratize access to row-level data. Access to the lowest level of data moves away from fewer users because Astrato isn't limited by the number of rows you're looking at. Therefore, minimizing the number of rows isn't essential to keep queries fast. Users can look at the rows they want immediately.
Consumers of your workbooks are able to select pre-defined measures and dimensions to include in a visualization. This reduces risk when selecting data for visualizations.
Using Custom Report
In your workbook, click Data objects, and click the icon for Custom Report. A new worksheet displays the visualization (in this first release, it's a Table), and its property panel displays.
Using predefined dimensions and measures
The dimensions and measures are predefined in your Data View Editor (DVE) for your users to select. Those options for dimensions and measures are automatically loaded when you add the Custom Report object to your worksheet.
Changing the default options
If you don't want the predefined dimensions and measures to display:
Click on the object to display its property panel.
Click on the Data tab, and move the toggle beside Defined Dimensions and Measures to the left to turn the default setting off.
Adding your predefined dimensions and measures
Use the collapsible menu on the left side to explore data.
Click on the side tab with the arrow ( < ) to expand or collapse the menu.
Using the collapsible menu, click the (+) plus icon to view the list of dimensions and measures.
Click the name of the dimension or measure, and a checkmark displays beside the name and the names of the selected dimension and measure display above the table.
To remove the dimension or measure, click the name in the collapsible menu to remove the checkmark, or click the ( X ) beside the field name in the filter bar.
Drag and drop the field names to reorganize their order in the Table.
Your visualization automatically updates as you add and remove dimensions and measures.
Defining new dimensions and measures
To define new dimensions and measures, add these in the properties panel, as you would with any other visualization - or add them in the DVE. Date and number formatting can also be adjusted.
Sorting and filtering dimensions and measures
All columns have sorting and filtering options.
Click the funnel icon to sort and add filters.
Click Apply to update your visualization.
To re-order dimensions and measures, simply drag and drop the field name along the top bar. Click Clear to remove all applied filters.
Styling your visualizations
Use custom colors to match the look and feel of your Astrato workbook. The background and border of the visualizations can be removed.
In the Style tab, Settings section, use the slider to add a border.
In the Background section, select a fill color and adjust its opacity to set the background of your visualization.
Remove the background by selecting white or the tile with the diagonal line as the fill color.
Using Layers to manage your Custom Report objects
If you want to add more than one Custom Report object to your worksheet use layers to help you manage all the objects on your worksheet.
Click the Layers icon in the left sidebar.
The list of objects displays; as you click on an object, its name is highlighted in the list of objects.
Click Rename and type in a descriptive name for that object to distinguish it from the objects on your worksheet.
Data query insights (SQL)
The object exports in the same column order as specified by the query.
The order may differ from what is displayed in the UI. Right-click on the Custom Report object to view the order of the sorting and filters in your object.
If you select CSV it displays as below.
Exporting and copying to the clipboard
From a published workbook or while viewing in Preview, you can right-click to view the Export options.
Copy to clipboard > Object or Sheet
Export > Object as > CSV, XLSX, image or PDF
Export > Sheet as > image or PDF
Custom Report Roadmap
Option to defer query until all measures/dimensions have been picked
Presets that users can choose from, including setting defaults
More visualizations supported
Shareable bookmarks to workbooks, which load a bookmarked preset
Dedicated button to export (faster than using the context menu)