The content in this article is appropriate for: Administrators and Supervisors
Step-by-step creation of a scheduled report using components of the Orders explore.
This article covers:
*The Looks created in this article are slightly more complex than those used in the previous article from this series. For a simpler report creation how-to, please refer to the step-by-step for Creating a Sample Call Report.
💡 Before any report is created, it is recommended that you evaluate what is already present on the SC Analytics platform. This article will walk you through everything required to create a report consisting of multiple looks, from start to finish. All of these steps may not be necessary if simple modifications to a LookML dashboard, or existing Looks will produce the same end result. Take stock of what you have already created in your Personal and Shared spaces, as some of the work may already be done!
If you find that other measures or dimensions, differing from those listed here, are more useful to you-- utilize them instead of or in addition to the sample. SC Analytics is a powerful and extremely customizable tool.
Choosing the Dimensions and Measures
Put together a list of items that you would like the report to contain.
For example:
All calls from the past month, from a single campaign, and from agents reporting to a specific group of managers
Total items ordered today/this week/this month*
*This can either be a single looks or 3 separate looks, each with a single value visualizationAverage total vs average shipping cost
Map of TPO sales
Creating the Looks
The action items above can all be made into separate looks.
Log in to SC Analytics
Click on your name in the left-hand navigation bar to load your personal space
*If you have not saved anything to your personal space, you will see the following message on the right:
Click on Explore, and then on Orders
The Orders explore will open, with its one default filter (Call Date= today)
Total Items Ordered Today
Scroll through the list on the left until you find a suitable measure for this statistic
💡 Click through everything on the the left to find precisely what you are searching for. There are many options and it may take some time for you to familiarize yourself with them all.
Click the measure to add it to the look. It will now be shown on the right side of the screen.
⚠️ Notice that if you click Run, the platform will return data but only using the default filter of Today.
Because this look is for the current day, the filter can stay as-is
Set the other filters for this look:
[For a certain campaign]
Click the arrow to the left of Campaigns to expand its list of dimensions
Hover your mouse over the first dimension, Campaign
This will bring up the options for the dimension
⚠️ In this case, do NOT click the Campaign dimension. Doing so will add it to your query, and we only want to filter by Campaign.Click on FILTER to add the filter on the right-hand side
Because we only want to include ONE campaign, it must be selected from the dropdown list. Leave the setting for is equal to as is, then click in the text box to add a list of the desired campaign(s) you wish to include in the query.
[All agents reporting to a certain group of managers]
Click the arrow to the left of Agents to expand its list of dimensions
Hover your mouse over the Manager ID dimension
Click on FILTER to add it
Leave the setting for is equal to as is
Click in the text box and then click (scroll if necessary) on the first Manger ID you want to add to the list
To add additional IDs to this filter, you can click again to the left of the first ID and choose another from the dropdown that appears
*Once an ID is added, it will no longer appear in the dropdown
Subsequent selections will appear on the same line in the same filter. They do not have to be added individually.
Click Run to test the query
Choose a Visualization option
Click the arrow to the left of VISUALIZATION to expand the list of available choices
Click the Single Value option
Save the look
Click the settings button in the top right
Click on Save as a Look
Add a Title and an optional Description
Browse for a save location by choosing a folder on the left
✏️ Remember that saving into the Shared space means other users can access and make changes to this look. Saving into your Personal space means that only you can see it.
Click Save to save the look and return to the explore or click Save & View Look to save and then run as a new query.
Now, repeat the above steps to create the other two similar looks for total order items this week and this month.
Total Items Ordered in the Last Week
From the Orders explore:
Click Order Items
Click the Items measure to add it
Expand the Filters by click the arrow to the left of Filters
Change Calls\ Call Date\ matches(advanced)\ today to Calls\ Call Date\ is in the past\ 7\ days
⚠️ Choosing to assign the filter of is in the past/ 1/ week will only pull data from the calendar week. For example: if today is Tuesday, it will only show data from Sunday, Monday, and Tuesday. In this case, we want to see info from the past 7 days.
Click Campaigns
Click FILTER on the Campaigns dimension to add it to filter
Adjust the Campaigns filter by choosing the campaign you are monitoring
Click Agents
Click FILTER on the Manager ID dimension to add it to filters
Adjust the Manager ID filter by adding the same group of ID numbers from the dropdown
Click Run to test the query
Choose the Single Value visualization option
Save the Look into the same location as the previous
Total Items Ordered in the Last Month
From the Orders explore:
Click Order Items
Click the Items measure to add it
Expand the Filters by click the arrow to the left of Filters
Change Calls\ Call Date\ matches(advanced)\ today to Calls\ Call Date\ is in the past\ 30\ days
Click Campaigns
Click FILTER on the Campaigns dimension to add it to filter
Adjust the Campaigns filter by choosing the campaign you are monitoring
Click Agents
Click FILTER on the Manager ID dimension to add it to filters
Adjust the Manager ID filter by adding the same group of ID numbers from the dropdown
Click Run to test the query
Choose the Single Value visualization option
Save the Look into the same location as the previous
Average Total vs. Average Shipping Cost
From the Orders explore:
Click Orders
Click the Total Measures\ Average Total measure to add it
Click the Shipping Cost Measures\ Average Shipping Cost measure to add it
Expand the Filters by click the arrow to the left of Filters
Change Calls\ Call Date\ matches(advanced)\ today to Calls\ Call Date\ is in the past\ 30\ days
Click Campaigns
Click FILTER on the Campaigns dimension to add it to filter
Adjust the Campaigns filter by choosing the campaign you are monitoring
Click Agents
Click FILTER on the Manager ID dimension to add it to filters
Adjust the Manager ID filter by adding the same group of ID numbers from the dropdown
Click Run to test the query
Choose a visualization type
Click the Column visualization
Change the configuration by clicking EDIT and changing the Series Positioning to Stacked and theSeries Order to Ascending
💡 By stacking the columns, you get a clearer visual idea of the percentage of money spent on shipping vs the entire sale amount.
Save the Look into the same location as the previous
*Visualizations can be customized with various pre-made color themes or you can create your own. For more details on custom color palettes and using the color picker, click here.
TPO Sales Map
From the Orders explore:
Click Orders
Click the Order Counts\ TPO Orders measure to add it
Click the Orders\ Region dimension to add it
*In this case we ARE clicking on the dimension and adding it to the query, rather than just using it to filterExpand the Filters by click the arrow to the left of Filters
Change Calls\ Call Date\ matches(advanced)\ today to Calls\ Call Date\ is in the past\ 30\ days
Click Campaigns
Click FILTER on the Campaigns dimension to add it to filter
Adjust the Campaigns filter by choosing the campaign you are monitoring
Click Agents
Click FILTER on the Manager ID dimension to add it to filters
Adjust the Manager ID filter by adding the same group of ID numbers from the dropdown
Click Run to test the query
Choose the Map visualization option
By default, the map will be zoomed out when added
Click EDIT to set the zoom level and make any other visual adjustments
Save the Look into the same location as the previous
Compiling the Dashboard
Now that all three looks are complete, they need to be combined into a central location so that all 3 queries can be run and viewed simultaneously. This is what dashboards are built to do.
To create a new dashboard:
Browse to your personal space, if not already there
Open one of the looks that were just created
Click the Settings icon in the top right corner of the look
Click on Add to Dashboard
Because we are creating a NEW dashboard, click on New Dashboard
*If this look was being added to an existing dashboard, select the desired dashboard from the space by clicking its name, and then click Add
Type a name for the dashboard and click OK
The new dashboard will now appear highlighted in the dropdown list and the message at the top of the pop-up will reflect the visualization type of the look that was just added.
💡 Another way of adding a look to a dashboard is to refer to the right-hand side of the screen when inside the look:
Add to Dashboard can also be clicked here and the steps are the same as above.
Add the other two looks by using one of the methods above.
Browse to your personal space and click the new dashboard containing the three looks that you just added
By default, the looks will be stacked vertically, in the order they were added
Edit the default layout of the dashboard:
Click Edit in the top right
Resize looks by hovering your mouse in the bottom right corner of the look, then clicking and dragging it to make the tile larger or smaller
Change the positioning of looks by hovering your mouse in the top left corner of the look, then clicking and dragging the tile up or down
While in Edit mode, you can also do the following:
Looks: view a list of all your individual looks.
Any that are contained within this dashboard will have the Remove option to take them out of the dashboard:
And the rest will display an +Add option:
Text: Any text added in this pop-up will display in its own tile at the bottom of the dashboard:
Any text typed into the Body can be formatted using the markdown toolbar. This gives you the option to add:
Bold text
Italicized text
Quoted text
HTML code
Clickable link to another report
Bulleted list
Numbered list
Click Save to view your formatted text in the dashboard
Filters: Add or Edit any of the filters on the individual looks contained in the dashboard. Any change made here will be reflected on the individual look and vice versa.
Settings: Modify selected options on the dashboard
Run on Load: [defaulted ON] The dashboard will perform a database query once at load time
⚠️ This setting is turned OFF on all LookML dashboards. Doing so provides the user with a Run button on the top left of the dashboard so that they can choose when to perform the database query.
Dashboard Auto Refresh: when enabled, the user can use the dropdowns to select the timing at which to refresh the data.
Auto Refresh can also be set on the Dashboard Element Name
Once you are happy with the arrangement, click Done Editing in the top right
Scheduling
Setting a schedule for any report is optional; however, it is the best option if you would like to keep the saved dashboard in your personal space and still share the data with others.
Once you have a list of recipients, and an idea of the settings you would like for the report (when to send, how often, etc) the steps outlined in this article will walk you through the process.