Introduction to Zoho Reporting - PowerPoint Presentation

Slide1

Introduction to Zoho Reporting

Day 3 – Session 2.2

Slide2

Sign-In Into Your Account

To Sign-in to your Zoho Account navigate to the following link:https://www.zoho.com/reports/login.html Enter your user name and password and click the “Sign Up Now!” button

Slide3

considerations

To

access the

Zoho

Reporting website, you need the following items

:

Reliable internet

connection

Internet browser, such as Internet Explorer, Mozilla Firefox, Google Chrome

Slide4

Zoho Reports Licenses - USERS

Zoho

reports is licensed based on the number of users and Rows(records

)

Who

is a User?

Anyone to whom you privately share your databases, tables(data), reports and dashboards for collaboration is considered a "User" in the

Zoho

Reports pricing model. A user is identified by his/her unique email address, with which their

Zoho

Reports account was created/registered.

Example:

Suppose

you subscribe to a

Zoho

Reports plan for 5

-

y

ou

can privately share the data/reports in your account and collaborate with 4 other

people.

When sharing reports within other organizations or

partners

, donors, etc

…

you have the ability to share reports without having to purchase licenses for these users

.

Slide5

Zoho Reports Licenses - rows/records

What are rows/records?

In

Zoho

Reports, a row or record is defined in the same context as in a database. In simple terms, a database table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Employees", each row would represent a single employee record.

The number of rows shown in the pricing plan, is the sum of all rows/records stored across all your database tables in your

Zoho

Reports account. As a measure of size, you can assume 100,000 simple rows would be equivalent to 10MB or more in data size. However, this can vary based on the number of columns and the type of data.

Slide6

Reporting challenges

A common challenge

of data

collection is how to aggregate, analyze and report on the data.

The most common

program used

is

MS Excel

,

which is not an ideal reporting tool;

if you need to link multiple sources of data it can take days if not weeks to organize data in a way that it can be reported.

Slide7

ZOHO Database

Zoho

Reports organizes all the information into a logical collection of data called a Database. A database is a logical grouping of datasets (stored in Tables) and all the reports created. The database also contains structural information on how the data (table) is organized and offers users different ways to filter, edit and report on that data.

The user who creates a reporting database is the owner/administrator of the database. Only the administrator can delete the database created by him/her. Also he/she controls the access privileges of the database i.e., who can access, create reports and edit data in the database.

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Importing Data

Click on “Import from File & Feeds” option

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Importing Data LOCALLY

Specify the Table NameAdd a Description Select the File Type as “EXCEL”Select Data Location as “Local Drive”

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OR… Get

the URL for a Data Feed

Select Form in iFormHold the “Shift” button on your keyboard and click on “JSON” for Feed type

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Get the URL for a Data Feed

Paste the URL into a Text editorAdd a User Name and Password “&USERNAME=ICTuser##&PASSWORD=iForm@2015”Add Type of Import “&TYPE=TOP”

Note: USERNAME and PASSWORD URL parameters must be in Capital letters

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&USERNAME=ICTuser##&PASSWORD=iForm@2015&TYPE=TOP

Slide13

Importing Data from iFormBuilder

Now that we have all the necessary information we are ready to import data into Zoho Report tables. Click on “New Table” button as shown in screen shot below.

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Importing Data

You should see a preview of the data you are importing

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Importing Data

You can customize the Date format for Date type fields.Select “Retain Column Name” = Yes

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Importing Data

Uncheck the columns which you do not require in your report

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CREATE YOUR DATABASE!

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CONFIRMATION

You should get a confirmation after successfully importing the data From this screen you can schedule a periodic import of the data. Click on “Would you like to schedule this import periodically?”

Slide19

IFORM - Periodic Import

Select “How do you want to import?” “Add new, replace existing and delete missing records”.Select “ID” as the Key FieldSpecify the import frequency and the Notification frequency for failures.Click “Save”

Slide20

Now you have imported a data feed

Note: Using these steps users should import all forms in a parent and child relationship and then re-join these when establishing relationships between tables later on

Slide21

Reporting | FIVE Guiding Questions

Before

starting any report in

Zoho

try to answer these questions:

What indicators need to be reported on?

Best format

of

the report? [

C

harts/tabular ?]

What

are my

data sources

?

Do

I need parent

form only

or related

“child” files, as well?

What calculations

do I need?

Slide22

Group work #1

Analyze the workshop registration data

How many participants per organization, broken down by sex

% breakdown of favorite colors in group

# of participants by sector, with the ability to filter by sex

Report

on # of support trips per region, broken down by organizations responding

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Charts

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CREATING A NEW CHART

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CREATING A NEW CHART, Con’t

In Edit Design mode, you will notice all the columns of the selected table listed on the left side Column List pane. On the right hand side, you can see the Design Area with shelves to drop the columns and a preview area below to view the chart created.

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CREATING A NEW CHART, Con’t

Drag and drop the required columns listed in the Column list pane into the respective shelves in the Graph tab. You can also Select the check box adjacent to each column listed to auto place the columns into the appropriate shelves. After dropping the columns click on the option Click here to Generate Graph to create the new chart.

Slide27

Choosing Chart Types

Slide28

Applying Filters

Slide29

User Filters

Zoho

Reports allows you to include dynamic filtering

capabilities

 in the reports view mode called

User Filters

.

 

User filters enables your users who access the report, to apply filters on the report data displayed using the filter columns exposed as part of User Filters. The filter columns included in User Filters can be displayed using a variety of display components like Drop Down boxes, Slider, Date range chooser etc., to suit your needs.

Slide30

User Filters

To add a string (categorical) column as a User Filter, follow the instructions given below:Open your report (chart) in Edit Design Mode and then click User Filters tab in the Design Area.Drag and drop the required category (string) column which you want to add as a user filter in the User Filters tab as shown below. 

Slide31

User Filters

Hover your mouse over the dropped column and select Edit from the highlighted options.

Slide32

User Filters

On clicking the Edit user filter option it opens a dialog box with options to edit the Filter Display Name and to Choose Component type for the user filter, as shown in the screen-shot below.

Slide33

User Filters

Now when you publish your chart a user will have the ability to select the filter option that would be applied for this chart that dynamically refreshes data based on the user filter

Slide34

Applying Functions on Columns

Zoho

Reports allows you to apply aggregate/categorical functions like

Sum, Count, Average, Min, Max, etc

., on the data columns to group and summarize data in charts. When you apply a function on a column, a single value will be returned, derived based on the values in the column.

The

default function for a

Numeric (

including

Currency)

data type is

Sum

and for a

Date

data type is

Year

. If the data type of the column is string (Categorical/Dimension column) and not numeric, then the default function applied is

Actual

Values

.

Slide35

Pivot Tables

Pivot Tables allow you to dynamically rearrange, group and summarize data for easy analysis of large data sets. You can transform data in a table(s) into interactive and meaningful summaries easily by using intuitive drag and drop provided by

Zoho

Reports.

You

can also filter, sort and customize the appearance and content of your Pivot Table the way you want it, by using a wide range of options provided by

Zoho

Reports. For users who view/access the pivot tables,

Zoho

Reports offers a range of interactivity like Data Drill Down, User Filters, Sorting,  Export etc.,

Slide36

Creating a Pivot Table

To create a Pivot View, follow the steps given below:Open the reporting database containing the required data with which you want to create a Pivot Table.Click New Report button in the left top corner to open the Create New Report window.In the Create New Report window, click Pivot View (Matrix View). The Select Base Table dialog box opens as shown below.Use Select Base Table dialog box to choose the table on which you want to create the Pivot Table and then click OK.This opens a window in Edit Design mode:

Slide37

Creating a Pivot Table

Slide38

Creating a Pivot Table

Below is a brief description of each of the shelves in the Pivot tab

.

Columns:

Distinct data values present in the columns dropped in this shelf will appear as the column headers of your pivot table. You can also have multiple columns dropped in this shelf for summarization. When you add multiple columns, they will be displayed as categorized layers (group within a group) of data vertically.

Rows:

Distinct data values present in the columns dropped in this shelf will appear as the row headers of your pivot table. You can also have multiple columns dropped in this shelf for summarization. When you add multiple columns, they will be displayed as categorized layers (group within a group) of data horizontally.

Data:

Values of the columns dropped in this shelf will appear in the body of the pivot table. Values will be summarized based on the summary function that you select. Also it will be categorized to provide the appropriate summary value for each cell corresponding to the row and column value in the table. You can also have multiple columns dropped in the Data shelf for summarization.

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EXAMPLE: Pivot Table

Lets use the following example: we want to create a pivot table showing the count of beneficiaries by Gender and Year of Birth.For Columns we added “sex” from the beneficiary members tableFor Rows we added “date_of_birth” and changed the function to show YearFor Data we want to count the number of individual beneficiaries

Slide40

Dashboards

We have created a chart report and a pivot report. Lets put these two reports on a single page; we are going to create a Dashboard.

What is a Dashboard? A dashboard is a composition of multiple summary tables, charts, etc… that are accessible by a user without having to open each report separately.

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Creating a Dashboard

To create a Dashboard follow the steps belowClick on “Explorer” tabClick on “New”Select “New Dashboard”

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Creating a Dashboard

Slide43

To add report(s) to a Dashboard, drag and drop your report from the left side into the design area.

Creating a Dashboard

Slide44

To split columns into two sections click “Contract” option.

Creating a Dashboard

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If you want to add free text or an image, add it by using “Add Text” or the “Add Image” options from the toolbar

Creating a Dashboard

Slide46

You can also add “User Filter” options.To add User Filter for your dashboard click on “+Add User Filter” button

Creating a Dashboard

To add a specific column just drag and drop this column into the “Filter” section

Slide47

You can customize your filter by hovering your mouse over the filter element and clicking “edit”

Creating a Dashboard

Slide48

Relational Data Model

Now that we imported data from

iFormBuilder

we can start building reports and charts but before we can start

building

reports we want to setup relationships between our tables.

Slide49

Relational Data Model

Why do we need to setup relationships between our tables?

Data in

iFormBuilder

is not stored in a flat format

We may want to relate Beneficiary Registration Records with Services Delivery records

Slide50

Setting Up Relationships in Zoho Reports

Lets look at an example: we want to report on the members of a household. A household is composed of one or multiple member(s)

Located at

Household

Household Members

Belong to

Slide51

Setting Up Relationships in Zoho Reports

In

a single Household you can have one or multiple member(s)The Parent_Record_ID informs you to which Household (Parent Table) the individual beneficiary (Child Table) belongs.

To join

tables

you will use “

ID

” from the parent table

(in this example “

Beneficiary

& Household Registration

”)

and join this to “

Parent_Record_ID

” in the “

Beneficiary Registration

”

subform

(e.g. dependent) table.

Slide52

Setting Up Relationships in Zoho Reports

To setup relationships between tables in Zoho Reports follow the steps below:Open the Child table firstClick the “Edit Design” icon

Slide53

Setting Up Relationships in Zoho Reports

Change the data type for Parent_Record_ID column to “Lookup Column”

Slide54

Setting Up Relationships in Zoho Reports

Make sure to select the “Stop conversion and rollback the changes” option and click “OK”

Slide55

Setting Up Relationships in Zoho Reports

Now select the Table and Column that this field is related to by double clicking under “Lookup Column”.

Beneficiary Household is related to the “Beneficiary & Household Registration”

parent

form.

Slide56

Setting Up Relationships in Zoho Reports

Now a dialog box will come up as shown with the options to handle errors during conversion and to maintain data integrity.

Slide57

Setting Up Relationships in Zoho Reports

Explanation of options

available in the

Design Modification Settings

dialog

box

:

If

error occurs on conversion?

Changing

a column to a Lookup could result in failures. There are a few options for actions to be taken in case an error occurs during Lookup column conversion. The options are

:

Set empty value for the column in the corresponding record: For every row that fails during conversion the corresponding lookup column value will be set to empty (NULL), if this option is selected

.

Stop conversion and rollback the changes: Choosing this option, if an error occurs during conversion the entire conversion will be aborted and the changes done will be rolled back. This way the table will retain the existing design & values without any lookup column being created and no changes done. 

On Deleting the values in the Lookup (parent) column:

This

section provides options for action to be taken in the child table (table in which you define the lookup) when a record is deleted in the Parent table (the table which you are looking up).

Slide58

Setting Up Relationships in Zoho Reports

After you set relationships in your table click on the “Save” button.

Slide59

Setting Up Relationships in Zoho Reports

Once the relationship between parent and child table has been established, the contents of both tables should available for analysis when a new chart or table is built.

Slide60

Practice: IN small groups or individually

Create a dashboard with the following information, with branding for CAFOD and Caritas Europa

How many support trips per disaster type, broken down by sex

Breakdown

of

support trips by region

# of participants by sector, with the ability to filter by favorite color