The Foster report format that we're going to discuss about is a tabloid report format.
So what are the tabloid report tabloid reports are the simplest form of reports you'll get know very
much compared to tabloid reports with a spreadsheet that you know it has all the fields and columns
right.
So tabloid reports would look something similar to that.
Definitely.
They're very easy to set up but ask we say that they're very easy to set up.
They come with a lot of constraints.
Say for example a tabloid reports do not support all detachable competence.
You can use a dashboard competence like a vertical bar chart or horizontal bar chart on a pie chart.
But at the same time you cannot use a gauge or metrics or a scattershot at all these.
So all of these are simply too.
They have data and restrictions so very obvious this is not the preferred report form it into your time
but we definitely use them in GIS we want to have some quick data.
We want to see some quick data outside of it easily.
We go for tabloid reports.
Okay.
Now let's quickly create a tabloid report.
So go to report staff go for the option you report select which report basically from the object you
want to pull the data say for example opportunities.
Me say opportunities and you know what does that report type and what's the significance of a report
type.
So we are just keeping those apart.
Again these are all the columns that are included.
That's fine.
Let me stay with the default.
Let me make it all opportunities okay stage.
Fine.
And let me not given any date because I won't be able to see any records.
Okay.
Now that we have got some opportunities out here.
And by default we know whenever we click on new report the default report form and establish report
former and now that we are creating a tabloid report.
So David the defense in this case and as we already discussed in the previous lecture this preview will
show the preview of the actual report.
So we know it has got all these columns.
OK.
It looks like too many columns.
Let me remove all the columns and let me just add the ones which I need so say for example for opportunity.
Definitely name is needed and I say stage let's go for stage and say around
close date
and let's how will these will feels for the time being.
And let's also add a filter say for example I warned that on the opportunities off stage close to one.
So let me say stage equals.
It's a big list so automatically there's lookup into it pops up.
And let me say close to one and once I click on OK it lists all the opportunities off type of stage
close to one.
And one important thing that you got to note here is for the tabular format you got to have a rule limit
and the maximum limit that you can define is ninety nine so let me say sort of the opportunity name.
That's perfect.
OK because when you generate dashboard dashboards they support these tabular format will leave.
There a rule limit.
Otherwise it do that a note saying that is an oral limit for the tableau to put that we've created.
And once you add a little limit to the tableau farm it you can see one new buyer that is cordless dashboard
settings so go for dashboard settings.
Here you go to set up the name and the value.
So this name and value will be used in your dashboards and these columns would be available in the dashboard
for grouping purpose tables they shall both name and value.
But then if you're using charts then they are grouped by name and you go to load one more point here
that the number of feeds on the currency feeds only those fields that are available for value.
So let's choose a name.
Say for example opportunity name and a value amount.
Say OK nobody's will understand the significance of this when we do dashboards so let's keep that aside
for the time being.
Now that we are done with the report we have added all the respective fields and we have added all the
filters which are needed for the report.
And let me run the report and as it underreport report I see that I had these many opportunity like
cars that are matching my criteria and we know what these options are.
So you know pretty much we are not covering that concept here.
Let me quickly save the report.
Let me say as best tabular report and you got to give a description out here and then let me put it
in my personal customer report.
Safe perfect.
So when I access my personal custom reports Florida I'm able to see my established report.
And if you want to edit the Save the report then you just need to click on that report.
Go customize.
You can customize your portfolio to that.
And now you can see this option off report properties which is a neighbor.
So report properties like using that you can change the report name and the unique name not recommended
doing the unique namely later domain assets you can change the label if you want and then a portfolio.
Basically if you want to save it in a different folder you can definitely do that.
And it also gives you that report type basically on which video report by this report is built on.
So these options will be available only after you'll save the report.
Perfect now that we have successfully created our first established report and in the forthcoming sessions
we'll understand more on the other report formats.