TrackWise QualityView for Report Developers

Audience: TrackWise QualityView Report Publishers and Authors
Duration: 4 Days

Course Description

This TrackWise Analytics course is designed for the student to gain familiarity with the tools available in TrackWise Analytics to develop useful reports quickly and efficiently. There will be hands on development of simple to advanced reports and the opportunity to explore some commonly used calculations and computes. Various display and formatting options will be explored as well as discussion on the benefits of planning prior to development.  The bulk of the course will focus on developing which demonstrate the ease and flexibility of TrackWise Analytics as well as show the developer advanced methods for creating reports using joins.

Course Topics/Outline

  • Overview of report authoring levels
  • Overview of reports and  charts
  • Review of available report outputs
  • Review of report tree and folder structure
  • Thorough review of the developer’s design screen , including toolbar menu items such as formatting, slicers, layouts and page breaks
  • Adding and removing report fields
  • Summing columns and rows
  • Grouping data
  • Filtering data with simple and advanced filter options
  • Creating and editing report headers and footers
  • Data visualization (traffic light conditions and font stylization)
  • Applying pre-formatted style sheets
  • Creating virtual fields to calculate or concatenate data
  • Shortcuts for data fields, work area, query area and short names
  • Creating a report from a template
  • Creating a report from scratch
  • Creating a metric report
  • Creating a chart
  • Using report joins to combine two reports for a drill down report
  • Creating pareto reports
  • Creating cycle time reports
  • Execute various report design challenges to reinforce student comprehension
  • Understanding how to set up and use Reportable Classes
  • Defining who can run, edit, develop, share and publish reports utilizing User Permissions
  • Advanced Reporting Business Scenarios:
    • Creation of Simple Comparison reporting – Charting of records for variances between the same quarter of consecutive years and comparing Open and Closed records in the dame timeframe.
    • Report Joins – Combining data from separate files into one chart or report; allowing for reporting on shared parameters such as a family hierarchy or a common attribute such as date, site or type
    • Use one reportable class for Multi-level reporting– showing family records and data fields from different record types without the use of sub-reports or joins
    • Building  a KPI (Key performance Indicator) Document – combing several charts and report into one document that is run with a single click; exploring drill down functionality
    • Using Defines – changing field formats and record level calculations
    • Practice with Computes – perform calculations based on a group of records
    • Formatting features – making a chart pop, highlighting data in reports and improving the overall presentation of reports
    • Function Examples – using Defines for formatting of string and dates as well as more complex calculations
    • Combined functionality to create:  Calendar Style Report, Compounding Traffic Light Conditions Report, Multi-Level Drill Down Report, and Rolling Trend Dashboard Report.
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