Ok, you've prepared your data source, or multiple sources, and wish to visualise them in one or more reports... We refer here to the blue block, containing the tabs with charts.
Drag the blue Report block to the workflow and connect your data sources to it. Open it by clicking on the blue block.
As a default, Omniscope will provide a Bar chart, a Table view and one set of Filter devices, to help you make a start. You can start by editing these items, or by replacing them with the new charts.
Switching between read and edit modes is done by clicking on the "Preview" button in the top right-hand corner. At the top of the screen you will also find two '+' buttons, enabling you to add a new chart, or create a new tab, which could be a blank one, copy of the existing one, default combination with the bar/table/filters, or one with a multi-page layout.
Tip - if you've spent time configuring the filters or charts on a page, this might make good basis for your next report tab.
In the edit mode you can click on a chart you wish to work with to select it and access the settings. Each 'view' will have a little handle, containing the chart picker dropdown list, expand/collapse button, moving hand and a delete button. To get the full view of the chart and all the settings - click and expand it.
On the left sidebar you will be able to pick a data source to base the chart on (if you have multiple sources connected to this particular report).
Below the source option will be a list of fields, along with the data type icon, making it easier to pick and drag the field name to the 'pill box' next to the chart. Here we've dragged the [Country] field to the X axis pill box, in order to split the bar by country name. Now you need to drag another field to the Y axis, in order to compare the countries by a measure other than the Record count, which is a default.
Under the chart you will find the table icon, which you can expand to see the data table preview, again helpful when trying to decide which fields to pick for the visualisation.
On the right-hand side you can expand/collapse further chart configuration and styling options. Very important options at the bottom of the list enable you to configure the subsets (is the chart responsive to filtering: default behaviour is 'filtered in' data, but you could pick 'inverse', or set it to 'query'. See other articles for instructions how to configure a named query.
Selection section will allow you to configure how this visualisation behaves in relation to other charts on the page - what should happen when a selection is made elsewhere on the page, e.g. in a Pie chart next to it?
Note - you have to think about the underlying data sources and how to structure your 'story-telling'. You could place 2 charts showing 2 unrelated datasets on the same tab, but selection on one is not going to have any effect on the other, unless there is some logic connecting them, such as shared date field and period. See other articles for instructions how to merge and create connected filter devices.
One of the most useful items in the chart picker is a Filter device. Clicking on the '+' button for the new chart will open the Chart picker. You can use the search box to look for words i.e. "pie" or "map". You can drag the view from the picker, or click on it, to add it to the page, then move it around to achieve a desired layout.
You can add multiple tabs and change their order later by clicking on the report Settings button, from the 3-dot menu, in the top right-hand corner. This settings cog option is only visible when you're in the edit mode.
Contain multiple tabs, giving you control of variety of settings.
- Global: manage the tabs - rename, change order by dragging the arrows, delete or duplicate. Manage queries and their editing options (ready only or editable?).
Option at the bottom is useful if you wish to set your report to cycle through the tabs - at an event, client meeting or in a lobby.
- Current tab: Manage how Omniscope sizes the report in relation to the given amount of screen space. Very useful options : Multi-page document (if you wanted to have multiple pages that can be saved as a PDF or printed. See a successful application of this concept here.
- 'Fixed size, free-form layout' will create details that you can copy/paste to use as an Iframe, and embed it into a page on your website. See application here.
- Sharing tab - lists all the different options you can use to share this particular report. When you send someone a url from tis tab, they will only be able to access one report, with its tabs, and will have no knowledge that you might have created multiple, similar-looking, or totally different reports in this same project/ data workflow. See other articles explaining the report sharing options.
- Report Styles deals with page/toolbar/button colouring, as well as the report font, that you can pick from the Google list. Page styling set here will override the folder styling, if created earlier.
- Field Styles enables you to pick the fields and change the designated colours, as well as the data value order. For example, your [Day in week] field will use alphabetical order to place them on a chart on the split axis. You can enforce the order: Mon, Tue, Wed, etc. by dragging the arrows next to the values. You can also pick the data value colours in the rainbow picker, or by entering the hexadecimal value.