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Pure Academy: Reporting in PurePure Academy: Reporting in Pure
Here you will find training and documentation on the new report module that is the recommended reporting engine for Pure from 5.14.0. and going forward.
From Pure 5.14, we recommend to start getting acquainted with the so-called "New Report Module" - which has been in technical preview status for 2018. We recommend that you create any new reports in this and also start thinking about creating your existing reports in the new module. The "classic" Report module will be supported for some time going forward, but at some point it will be deprecated and we recommend that you start familiarizing yourself with the new one before long.
Foundation Classes
This three part series will review how to use and build both a data table and data story within the new report module and is aimed for those users who have been using the old report module and are familiar with the basics of reporting.
Note
- With 5.14, the new reporting module, was released in it's beta phase because we believe it is mature enough to use, but some functions are not fully developed and are still being worked on.
- This a foundation class on the new report module; we plan to have more specialized classes with specific cases in the future.
- The server used in this class has limited data, which will explain the low numbers you will see throughout this vide
Helpful Definitions
These will be common words you will hear throughout the classes on the new report module.
| Term | Term in old report module | Definition |
|---|---|---|
| Workspace | Report | This incorporates both the Data table and any associated Data story (where one has been created), and is the level at which you can save/share reports (you share or save a workspace). |
| Data table | Columns | The area in which you define the columns that constitute your report and view the rows of data that match your filter settings. |
| Data story | - | A series of visualizations (and optional explanatory text) based the columns and rows available in a data table. |
| Data story element | - | A single visualization or text element within a data story. |
| Value | Projection | The metadata field that is exposed for the record. For example, for a research output this may be Title, Managing organizational unit, ISBN (Print), etc. |
| Filter | Filter | Restrict the number of rows shown in a data table by removing any rows where the values do not fall within this filter. For example, you may want to restrict a list of research outputs by applying the filters Year and Current publication status so that your workspace only includes rows where the publication status was changed to Published within a certain year range. |
| Split | - | Break a count column (i.e. where the number represents the count of entities) into multiple columns that show how the count is derived from several buckets. For example, if the total count of research outputs managed by an organizational unit is 100, you may want to apply a Year split to see that 40 are from 2016, 50 are from 2018, and 10 are from 2019. |
| Expand mode | - | Expand any row into multiple rows if there is a column has chosen Values that cannot easily be rendered as a single row. This exposes the individual values but leads to repeat information in other columns. For example, if you count the number of Press/Media on Persons, you receive a number. But if you change the Value on that Press/Media column to be Title, this can no longer be aggregated into one value, and this is rendered as "Example title (+2 more)". If you are in Expand mode, one row is shown for each Press/Media record, even though the Person rows will appear to be repeated. |
| Driver variable | - | The 'driver variable' is the content type in the left-most column in the reporting workspace. It is chosen on the Create new workspace tab when creating a report and cannot be changed/or deleted once the report is created. Choosing the right driver variable can simplify the process of creating your report. |
| Column set | - | Several columns in a data table can relate to the same entity, e.g. by adding values on the same entity in another column. You cannot filter a single column in a column set, rather the filtering applies to the entities that the column set represent. |
Challenge!
Once you have completed the courses offered here, test what you have learned:
Part 1: Building a Base Report
In Part 1 of this 3 part series, we will focus on:
-
How to create and open workspaces
- Definitions: Workspace, Data Table, Data Story, Driver Variable
-
Creating data tables
- How to relate content
- How to move or delete columns
- How to use expand mode
Class Duration: 17 mins
Published: April 23, 2019
Part 2: Using Splits and Filters
In Part 2 of this 3 part series, we will focus on:
-
Creating data tables
- How to apply filters
- How to split content
Class Duration: 7 mins
Published: April 23, 2019
Part 3: Data Stories & Saving/ Sharing your Report
In Part 3 of this 3 part series, we will focus on:
How to create a data story
How to save, rename, share and export reports
Includes 5.15 updates.
Class Duration: 13 mins
Published: April 23, 2019
Master Classes
Report scenarios
Publications by Academics
This is an advanced course that will look at a specific reporting case and how to build it. We highly recommend watching the 3 part foundation classes prior to viewing any of the master class courses.
The report covered here will look at creating a report by academics, currently or previously affiliated with an academic department and/or college, within the last 4 years.
Class Duration: 15 mins
Published: July 30, 2019
Reporting on Organizational Hierarchies: Aggregation and Bonus features in 5.19
What we will cover:
Aggregation/ Hierarchy Reporting
-Reporting on rolled up numbers for an organizational hierarchy
Bonus Features
- Data Tables: Column width, delimiters
- Data Stories: Rearrange columns
Class Duration: 23 mins 44 secs
Published: November 5, 2020
Functionality Classes
Reporting: What's New in 5.13?
This Master Class will cover, in detail, the new Reporting functionality delivered in the 5.13 release, along with the development plans for 5.14 (February).
Class Duration: 54 mins
Published: October 17, 2018
New Report Module (Pure 5.12.0)
This Master class will catch you up on all functionality available in the technology preview of the new Reporting module, up to and including the 5.12 release. This will include:
- Creating a Data table
- Filters and Splits
- Drill-down
- Creating Data stories
- Exporting and saving
Class Duration: 2 hours
Published: July 11, 2018
Published at November 28, 2024