Creating Custom Reports
To leverage OvalEdge's report functionality for a deeper understanding of your data, you can create custom reports by following these four essential steps:
Step 1: Create a New Report Group
A “report group” serves as a consolidated entity for your reports, charts, and dashboards, streamlining security administration. Administrators have the ability to provide access to complete report groups. These report groups can be created through two methods: manual creation within OvalEdge or retrieval from BI Tools.
OvalEdge Reports: Reports generated within OvalEdge.
BI Tools (e.g. Power BI/Tableau): Reports and dashboards created in other Business Intelligence tools are automatically grouped when you crawl a site/app workspace.
Example: For instance, if a user performs a crawl on an app workspace named ovaledge within the Tableau Site, a corresponding reports group titled Certified Reports is automatically established within the Security section, consolidating all reports and dashboards from that Workbook into a unified Reports Group.
Report Navigation: BI Tool (Tableau) > Tableau Site (ovaledge) > Projects/Report Group (Certified Reports) > Workbook (Inventory Forecast) > Report (Inventory Report)
To create a new report group:
Login to the OvalEdge application, navigate to the Administration and select Security.
Choose the Reports Groups tab and click on the "+" button to add a new Reports Group.
Select "OvalEdge_Report" from the reports group type list.
Choose the Connector, which is the associated database name for the report.
Enter a group name and description for the reports group and click "Save." The new report group is created and displayed on the Report Group Security page.
Step 2: Generate and Run SQL
To generate custom reports:
Navigate to the Query Sheet and run a query for the connection you want to report on.
OvalEdge records all queries executed in the query editor as historical queries. You can view the latest query executed and save it for future use by selecting the catalog button. Additionally, you can view results from historic queries by clicking the view result icon.
Step 3: Visualize the Results
OvalEdge offers a lightweight visualization feature for converting data into graphical representations. You can visualize saved queries as basic charts, including bar charts, line graphs, area charts, scatter plots, and pie charts. These charts are published to the OvalEdge timeline dashboard.
To build a visual from a cataloged query:
Select the query from the Data Catalog >> Codes tab. The Codes home page is displayed.
Click on the Code Name, and the Codes Interface page is displayed.
Make any necessary changes to the query and click "Execute" to see the results in the result window.
Click the "Visualize Results" tab to choose from available charts in OvalEdge and select the corresponding columns to visualize the results.
Step 4: Publish the Visual
Once the query results are visualized, click "Publish" to share and view the results in the "All Reports" dashboard.
Follow these steps to publish:
In Codes > Visualize Results > Click on the "Publish" button. A pop-up window allows you to input chart details, including the report name and description.
Select the Reports group from the drop-down list. If no report group is listed, create one report group. The Reports group is where the selected report will be published.
Click "Publish Report" and navigate to the "All Reports" dashboard to view the published chart.
Alternatively, you can open Data Catalog → Reports and filter by Report Group.
Tables Undocumented Report
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