Articles on: Reports

How to create a simple BI report?

If it is the very first time you start to use the BI Reports feature, and there is no dashboard pre-built for you, you will see the interface as below:

Otherwise, if there is already a dashboard created for you, just go to Reports -> BI Reports tab, click on the three dots on the upper right corner of the dashboard, and choose "Edit dashboard":

Click on "Add" -> Choose "Visualization":

And the "Choose an Explore" will prompt up:

To choose an explore, refer to the following article for more details: What kinds of Explores does DealRoom have?. Once you choose an explore, you will see the "Edit Tile" interface where you can start building out a report.

The "Edit Tile" interface has many sections that you can edit, refer to the following articles for more details about what these sections are and how to use them: Looker Explore Guide

For example, to build a simple "Deals by Status" report, go to Field Picker section, choose "Status" and "Count" under "Deal" view, and click on "Run" button on the upper right corner. The data will be pulled and showed in the Data Pane. And you can choose any visualization that applies in the Visualization Pane. In below screenshot, Pie Chart is used.

Updated on: 31/03/2023

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