Budget Planning

The Yarken Analytics screen is split into the following areas:

• Fields - Data Sources

• Visualization - Setting on how to display the results i.e.: Table Type, Column Order, Sorting, Totals

• Filters - Setting to filter the data set

• Results - The output of the query

• Saved Reports - Save and share favourite queries

Drag 'n Drop Fields from this section into the Visualisation or filter space to determine the data source of your report. There are two categories of fields to choose from

• Dimensions & Dates: Can be used as columns or rows and define what the report is reporting on

• Values:  Are the measure of a report and can only be used as values

Note: There a UI clues on which field can be placed where

This section is used to customize the look and feel of your report. For now you can choose between Data Tables and Pivot tables.

Data table: A table view which shows all fields added as new columns.

Pivot Table: Allows you to place fields in rows or columns to customise your reporting.

In addition to the output format you can

• enable row and column totals

• Sort the output by dragging in any of the fields and selecting the sort order

• Order the column and rows

Metric

Bar Chart

Stacked Bar

Column Chart

Stacked Column

Line Chart

Area Chart

Pie Chart

Donut Chart

Tree Map

Sankey

Any of the fields can be dragged into the filter panel. The filters can be configured using standard filter options like equals, greater, not null etc

The results section is a real time pane that shows the result of your current query. it updates as you customize the data source, visualisation or filter criteria.

Saving and Sharing Reports

Once you have created a report you can save the view, with an option of sharing with the team or keeping it private

Open a previously saved Report

Any saved reports (either your own or created by others and shared with the team) will be available here.

This option exports the current results to Excel.