This guide provides detailed instructions on the actions you can take after selecting a report. Learn how to apply drill-downs, perform table operations, add columns, and include charts to the report.

This feature allows users to perform drill-downs, insert columns, and search for charts using business language. Additionally, users can perform table operations to gain deeper insights and derive actionable outcomes.

Drill downs are a powerful analytical technique that allows you to explore your report data at a more granular level, enabling you to uncover patterns, trends, or details that might not be immediately visible at a high-level overview. By drilling down, you can navigate through hierarchical data layers that help you gain deeper insights, identify root causes of anomalies, and make data-driven decisions with greater precision and context.

In Petavue, you can perform the following actions when performing drill-downs:

There are two different types of drill-downs that Petavue supports today:

You can read more about guidelines for drill-down search here.

Once the selected report has been generated, you can add, modify, or remove drill-downs to further explore and analyze the data.

To remove a drill-down from the report, simply click the cross button located on the respective drill-down chip.

You can add a drill-down by clicking the button located next to the section where the applied drill-downs are displayed.

A section will open on the right side, allowing you to apply additional drill-downs to the report by using natural business language.

To know what are the available drill-down options available for the report, click the button as shown.

This will open a pop-up displaying all the available drill-downs that can be used in the report.

You can search of drill-downs in natural language and the system suggests drill-down options based on your search. You can expand the suggestion title to view a description of the suggestion, along with the columns used in the drill-down.

Once you select a drill-down suggestion, click the "Apply Drill-Down" button. The report title and the response will update accordingly.

Petavue provides a robust charts feature that enables the visualization of data directly on top of reports, transforming raw numbers and tables into intuitive and interactive visual representations. With this feature, users can create the following types of charts:

You can search for charts from reports and can even add multiple charts to the report. You can learn more about the guidelines for searching for charts here.

To include a chart in the report, click on the chart button at the bottom of the report output.

By default, the system suggests a few relevant options for pie, column, and line charts based on the report data.

You can expand the chart title to preview the chart and include it in the report by clicking the "Add" button.

If none of the system-suggested charts meet your needs, you can request a chart based on your specific requirements, tailored to the report. The system presents options based on your search, and you can select one of the suggested options.

Once you click the "Add" button, the chart will be added to the report.

This feature allows you to organize the report output table more effectively and analyze data with ease, helping you gain insights faster. Petavue offers a range of table operations, including sorting, filtering, renaming, deleting, and rearranging columns. Additionally, it supports performing various calculations and operations at the column level, such as SUM, AVERAGE, MIN, MAX, and COUNT. Let’s explore each of these operations one by one.

Sorting:
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Identify the column you want to sort, then click on the downward arrow next to the column name. Click on "Sort Ascending" or "Sort Descending".

Filter:
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Identify the column you want to filter, then click on the downward arrow next to the column name. Hover over "Filter" to open a pop-up. In this pop-up, you can specify the filter criteria to view the results you want.

Rename:
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Identify the column you want to rename, then click on the downward arrow next to the column name. Click "Rename," which will convert the column name into an editable text box.

Type the new name you want for the column and press Enter to save the changes.

Delete:
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Identify the column you want to delete, then click on the downward arrow next to the column name. Click "Delete". This will delete the column from the table.

Functions:
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Identify the column on which you want to perform SUM, AVERAGE, MIN, MAX, or COUNT. Click on the column name, and the column will get highlighted.

On the bottom right of the table, you will see all the available calculations for the selected column.

Petavue empowers users to enhance the depth and breadth of their reports by allowing them to seamlessly add additional columns. This feature enables users to incorporate more dimensions or metrics into their analysis, providing a richer and more comprehensive view of their data. This flexibility not only improves the analytical capabilities of the reports but also ensures that users can customize their data presentations to align with specific business needs and objectives.

There are two types of columns that users can add to the report table:

You learn more about the guidelines for adding columns here.

To add columns, first determine where the column should be included in the report output. Click the dropdown arrow next to the column name, then select the "Add Column" option.

This will open the conversational section on the right side. Here, you can request the system to add columns to the table using plain, natural business language. Columns to be added can be from source tables or calculated columns.

You can also view all the columns from the source tables involved in the report, providing an overview of the columns that can be added to the table by clicking the button as shown.

This will open a pop-up displaying all the available columns from the source that can be added to the report.

Start by typing the column you want to add. You can include multiple direct source columns or calculated columns in the same query. The system will provide suggestions based on your input. Click the "Add Column" button next to the suggestion you want to implement.

The instructions are the same for adding a calculated column.

Note: Any column used in the calculated column must already be present in the output table.

Click the "Add Column" button to add the column to the table.

After adding the column, click the down arrow next to the column name in the result table and select View Details to see the calculation details.

Note: View Details option will be available only for Calculated columns

This will open a pop-up with details of the calculated column

You can add a table or a generated chart from multiple reports to a dashboard, providing a comprehensive view of all the reports in one place. This helps you group insights say, growth overview, sales performance, and other key metrics for easier analysis.

To do this, click the 'Add to Dashboard' button at the bottom of the table or chart.

This will open a pop-up where you can enter the name and description for the widget, as each table or chart is considered a widget on the dashboard.

You can choose to add the widget to an existing dashboard or create a new dashboard from this pop-up.
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Click the 'Add' button to add the widget to the dashboard.

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This feature streamlines the process of modifying reports to meet your needs. By following the steps outlined above, users can efficiently adjust the report to gather the insights they require.