*** Please note, this article refers to the All-new Reporting and Analytics. View the FAQ for more details. ***
In this article, we’ll see how to get started if you want to build a report of your own.
In many cases, the fixed reports will provide the answer you need, however, there may be times when a new 'User-created' report is required. For example, you may have custom user fields against which you want to build a matrix visualisation, or perhaps there are some key measures available in a dataset that you want to put the front of your own report dashboard.
Watch the video or follow the steps below:
Steps to create a new report
- Select 'Reports' from the global navigation (if you don't see this tab, contact your LMS administrator to give permission to access Reports and Analytics):
- Select 'New report':
- Select the dataset to use for this report
- Select 'Open dataset'. The report-building interface opens:
- We recommend that the report is saved before continuing, in case a break in your internet connection causes work to be lost
Get deeper learning in The Academy
If you’re completely new to reporting and analytics, then Get started: Reporting and analytics with Power BI is the place to start. We'll start by introducing Power BI’s top five features, then, we’ll take a deep dive into each feature, with links to related learning and tips from the Kallidus team along the way.
If you're starting to explore user-created reports, take a look at Power BI Reporting: Deep dive previews. In this short course, you'll get a quick preview of each 'deep dive' scenario. If a scenario sparks your interest, follow the links in the Lesson description to view the full course.
Do you have a question about reporting? Come to our 'Ask me Anything' events in the Academy to ask questions and share feedback directly with the team.
Don't have your Academy account yet? Contact your Customer Experience Manager or the Support Team to sign up today.
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