Configure Filters & Calculations for Custom 360 Reports with Visuals and Dashboards (Beta)

When creating a 360 Report with visuals and dashboards. Once you've selected a visual type and data set, the next step is to configure it to present your data. This tutorial provides detailed instructions for customizing each available visual types, from tabular reports to scorecards. Follow the steps for your chosen visual type to define data sources, apply filters, add calculations, and customize the display to fit your needs.

• Required User Permissions:

  • How do 360 Reporting permissions work?

Load Data Manually for Better Performance

By default, Load Data Manually is on to improve performance with large data sets.

• When ON (Default): Users click a button to load the report data when they are ready. This feature is ON by default to improve performance with large data sets.

• When OFF: If you prefer data to load automatically, move the toggle to the left to turn this feature OFF.

Add Filters and Conditions

Pinpoint the exact information needed by applying one or more filters to the report.

1. Click the Filters tab.

2. Select a filter from the Add Filters box.

3. Apply a condition to the filter:
   

   

   • Matches or Does not match

   • Contains text or Does not contain text

   • Starts with or Ends with

4. Add additional features as needed.

Set Up a Basic Calculation

Create a new field in the report by performing simple math on the existing data.

1. Click +Create New Calculation.

2. Add a Name and Description for the basic calculation.

3. Select Basic Calculation from the Calculation Builder.
   

   

4. Describe the calculation:

   1. Type a name for the calculation in the Add a Name box.

   2. Add its purpose in the Description box.

5. Build the equation: Click the Reset button at any time to start over.

   1. In the Column Type list, select Basic Calculation.

   2. Select a field.

   3. Select an operator (like + or -).

   4. Select the second field.

6. Format the result:

   • Choose a Format (e.g., # Number, $ Currency, or % Percent).

   • Set the number of Decimal Places.

   • Optional: Choose the Decimal Places.

7. Turn the Rounding toggle ON to round numeric results.

8. Click Save.

Set Up a Date Variance Calculation

Calculate the difference between two date fields.

1. Click Create New Calculation.

2. Add a Name and Description for the basic calculation.

3. In the Column Type list, select Date Variance.

4. Build the equation:
   

   

   1. Select the first date column.

   2. Select an operator (e.g., -(subtract)).

   3. Select the second date column.

5. Click Save.