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Reports

Reports are a type of catalog item that contains various business intelligence reports that you build in your BI tool. The connection between ONE and your BI tool allows you to:

  • Display and store data reports in one place.

  • Explore data from your reports in depth.

  • Schedule periodical report updates to get the most up-to-date information on your data.

Currently, we support dynamic interactions on reports with the following BI tools:

  • Tableau

  • PowerBI

  • Data Stories

You can also document reports from other BI tools by creating a generic report and using your BI tool’s APIs.

Overview

In ONE you can preview reports, adjust the visuals, and configure metadata changes. You can’t change the report content and structure from ONE, this can only be done from the BI tool where this report was built.

Before you start working with reports, make sure you have followed all the connection requirements that are specific to the tool you work with.

For more information, see Reports from Data Stories, Reports and Dataset Tables from Power BI, Reports from Tableau, and Reports from Other BI Tools respectively.

To view your reports, go to Data Catalog > Catalog Items > Reports.

You can switch between the view options by selecting the table view or preview view accordingly.
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On the Reports screen you can:

  • Search for reports by their status (published or draft), applied terms, or other parameters, or using full-text search.

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  • Delete one or several reports by selecting them from the preview or list and clicking Delete.

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Preview report

Select a report so you can view and adjust its preview.

Preview report details

To preview the report details:

  • To view all pages, scroll or use the arrows. The options available depend on the source BI tool.

  • To open the report in full screen, go to the Preview tab. Alternatively, select See full-screen preview to be redirected to the Preview tab.

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Edit the report preview

If the preview is available, you can interact with it by, for example, excluding or editing the elements, to explore the report data. Possible changes depend on the report content.

Your changes on the preview screen in ONE cannot be propagated to the source BI tool. When the report gets updated, your changes are lost.
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Edit the report content and structure

Open the report in the BI source tool to edit the content and structure:

  1. Open the report you would like to apply changes to.

  2. Select Open in [BI tool] from the Preview or full-screen preview tab. The report opens in the source BI tool where you can make changes as needed.

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  3. Apply changes to the report, save them, and navigate back to ONE. The changes are automatically reflected in ONE.

Set custom preview

A custom preview is an image that is displayed for a report on the Reports screen instead of the live preview from your BI tool. Upload one when, for example, you want a more representative image or when users have no access to the live preview.

Even when a report has a custom preview, the report detail still shows the live preview, unless it is hidden for the connection (see Hide the live preview) or the report doesn’t have one.

To set a custom preview:

  1. From the Preview tab, select Set custom preview to open the Custom preview dialog. Or, select this option from the three-dot menu in the report Overview tab.

    Set custom preview option

  2. Upload your custom image to ONE and Save.

    Custom preview dialog

To edit the custom preview, select Change image from the Custom preview dialog. Then add a new image and Save.

To remove the custom preview, select Clear from the Custom preview dialog. Then Confirm and Save.

Hide the live preview

The live preview is shown to anyone who can open the report, regardless of their access to the connection.

To hide the live preview for all reports on a connection, replace it with a custom preview:

  1. Set a custom preview for each report whose live preview you want to hide.

  2. Hide the live preview:

    1. Go to Data Catalog > Sources and open the source of the reports.

    2. On the Connections tab, select the three-dot menu for the connection and then Edit.

    3. Clear Keep live preview with custom thumbnail.

    4. Save and publish the changes.

Explore report metadata

Select a report so you can view and adjust its metadata:

  • View the structure of the report by expanding different sections:

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  • See the corresponding sources that are connected to this report in ONE:

    • Used data assets: Catalog items the report is built upon.

      When the reports are imported to the Reports tab, these reports get also documented as catalog items, so you can access the reports information from the Knowledge Catalog > Catalog Items tab.
      For Tableau, you can see reports and data assets combined under Used data and reporting assets.

    • Used in reporting assets: Other reports connected to this one. Select See detailed lineage to view the detailed lineage of the report on the Lineage tab.

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  • Apply glossary terms to reports by selecting Add Term and choosing terms from the list. You can then search reports and catalog items by terms.

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  • Add linked instances by selecting Link catalog item and choosing the catalog items related to the report.

    By assigning linked instances you can identify the logically connected catalog items that are not reported in Lineage or Relationships because they are not connected by data instances.

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  • View the Summary information on the report and its Purpose. For more information, see the corresponding article for your BI tool.

  • To manage the relationships of the report, you can manually set the relationships of any type in Relations section.

  • View the history of changes to the report by opening the History tab.

  • View the report relationships on the Relationships tab. Relations here show the data connections of the catalog item on which the report is built.

Collaborate on a report

Leave a comment (1), create a task (2), or share access to this report with other groups or users (3). For more details, see Comments, Tasks, and Sharing access respectively.

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Edit report configuration

Manage the report configuration by expanding the three-dot menu and selecting one of the following:

Manage report

  • Edit: Use to modify the metadata of the report. See Configure metadata.

  • Request access: Use to request changing your access rights on this report. For more information, see Workflows.

  • Delete: Deletes the report from the Reports tab in ONE.

    This does not delete the report from Data Stories, you can always access your story or exploration from Data Stories.

    In this case, to delete the report completely, you need to delete it from Data Stories as well. See Welcome to Data Stories.

  • Edit page template: Use this to modify the page layout. See Entity Screen Customization.

Configure metadata

To modify the report metadata in ONE:

  1. Open the report you would like to apply changes to. In the three-dot menu, select Edit.

  2. Specify or review the following:

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    • Name: A unique name for the report.

    • Connection: Review the existing connection name. We do not recommend changing it at this point.

    • Description: Optionally, provide a description for the report.

    • Number of attributes and Number of records: The number of attributes and records used in this report. The count is updated automatically based on the changes in the report.

  3. Save and publish the changes.

  4. You can now share access to this report with your coworkers.

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