Trend reports show the dynamics of data changes. The data is represented as columns over periods.

This report view is useful for monitoring time parameters.

Create a trend report

Use Report Designer to create, configure, and customize trend reports.

To create a bar report, follow the steps below:
  1. Navigate to the Reports → Create New.
  2. On the Data tab, fill in the mandatory fields: 
    • Name – enter the desired name.
    • Table – select the table you want to use as a source.
  3. Click Next or the Type tab to continue.
  4. On the Type tab, click the Trend icon:
  5. Click Next or the Configure tab.

  6. Fill in the mandatory fields, and configure the data, then click Refresh to generate a report.

    The Report Designer can stop the report generating if there is a large amount of data to display. Use the Condition Builder to limit the data sampling or try another type of report.

  7. Customize the style of the report created, and click Refresh.
  8. Click Save.

To open the saved report, navigate to Reports → All Reports and select one from the list.


Configure the data 

On the Configure tab, use settings to specify the source datasets to build the desired report.

To configure a report, follow the steps below:

  1. On the Configure tab, specify the report dataset.
  2. Click Refresh to build the report.
  3. Click Save to save the report.

Use the Condition Builder to establish additional conditions for data filtering and grouping.

Click the icon to open the Condition Builder, establish your conditions, then click Refresh to apply changes.

The Configure tab fields 

FieldMandatoryDescription
Trend byY

Select a column of the datetime type to use it as a time parameter you want to monitor.

Group byN

Select a table column as a criterion for data grouping.

PerN

Select a time period for the data changed:

  • Year
  • Quarter
  • Month
  • Week
  • Day
  • Hour
  • Date.
Combine PeriodsNSelect this checkbox to combine data changes over the same period with each other. 
Add Data TableNSelect this checkbox to show the data table below your report view.
Aggregation TypeN

The data aggregation allows preparing the combined datasets for data processing according to the user needs.

Select a type of the data aggregation with one of these options:

  • Average – counts an average number of the column values. 
  • Count – counts a number of entries.
  • Count Distinct – counts the number of unique values of the column.
  • Sum – counts the sum of the numeric data values in this table column.

The Sum and Average settings make sense if the aggregation column keeps the numeric data.

The aggregation option selected is applied to the table column set in the Aggregation Column field.

Aggregation ColumnY

Select a table column with numeric values for data aggregation.

The Aggregation Column is only available if the Aggregation Type option is Average, Count Distinct, Sum.

Groups LimitNSet the limit of the data groups shown in your report with a particular number in this field.
Show Rest as OtherN

Select this checkbox to show the data groups not included in Groups Limit as one.

The Show Rest as Other is only available if the Groups Limit option is specified.


Customize the style 

You can configure the report look in any way you want with the style settings.

To customize a report style, follow the steps below:

  1. On the Style tab of your report, configure the settings.
  2. Click Refresh to apply the changes.
  3. Click Save to save the report.

Change colors, add titles, and customize the data list and table views with the settings below.

The Style tab fields

General Style
FieldMandatoryDescription
Chart Color TypeN

Select the color type of your trend chart from one of these options:

  • Use one color
  • Use color palette
  • Default.
ColorN

Set the color for your trend chart if you selected Use one color as the color type. Click the magnifier icon  to select one of the available colors.

PaletteN

Set the desired color palette for your trend chart if you selected Use color palette as the color type. Click the magnifier icon  to select one of the available colors.

Display Data LabelsNSelect this checkbox to display the data labels on your trend chart.
Drilldown List LayoutN

Use this option to configure the view of the data slice drilled down. Click the magnifier icon  to select the desired list view of the source table.

See Personal list layout if you want to configure the list view as you like.

Decimal PrecisionN

Define how many numbers should be displayed after the point of numeric data values in your chart.

This field appears when the Aggregation Type field in the Configure tab contains Sum or Average.

Title Style
FieldMandatoryDescription
Report Title Show TypeN

Select the type for the report title showing. Available options:

  • Never
  • Report Only
  • Always.
Report TitleNSpecify the title of the report you create.
Report Title SizeNSpecify the number of pixels to set the size of the report title.
Report Title ColorN

Select the color of the report title. Click the magnifier icon  to select one of the available colors.

Title AlignmentN

Select the alignment of the report title. Available options:

  • Left Top
  • Left Bottom
  • Right Top
  • Right Bottom
  • Center Top
  • Center Bottom.
Bold TitleNSelect this checkbox to make the report title bold.
X
FieldMandatoryDescription
X TitleNSpecify the title name for the X-axis for your chart.
X Title SizeNDefine the number of pixels to set the size for the title of the X-axis.
X Title BoldNSelect this checkbox to make the title of the X-axis bold.
X Display OppositeNSelect this checkbox to make the X-axis display opposite.
X Display GridNSelect this checkbox to display the grid of the X-axis.
X Grid DottedNSelect this checkbox to make the X-axis grid  dotted.
X Label SizeNDefine the number of pixels to set the size of the X label.
Y
FieldMandatoryDescription
Y TitleNSpecify the title name for the Y-axis for your chart.
Y Title SizeNDefine the number of pixels to set the size for the title of the Y-axis.
Y Title BoldNSelect this checkbox to make the title of the Y-axis bold.
Y Display OppositeNSelect this checkbox to make the Y-axis display opposite.
Y Display GridNSelect this checkbox to display the grid of the Y-axis.
Y Grid DottedNSelect this checkbox to make the Y-axis grid  dotted.
Y fromNSet the Y value used as the chart starting point.
Y toNSet the Y value used as the chart endpoint.
Y Label SizeNDefine the number of pixels to set the size of the Y label.

  • No labels

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