Data Explorer

  Summit 2022 Feature

Data Explorer expands the functionality of the Reports tool to include pivot tables. Using data pulled from a query, pivot tables can summarize and reorganize that data and reveal underlying patterns.

Data Explorer Table

To add a Data Explorer table to a report:

  1. From the main navigation, select Queries / Reports. 
  2. At the top right, select the Report icon. 
  3. Select New Report, enter a name, and optionally select a Realm and Folder, then click Save. Or choose an existing report. 

Reports_Icon.png

  1. From the right, select Data Explorer. An Edit Part pop-up appears.

Data_Explorer.png

  1. In the pop-up, enter the following:
    • Name: Enter a name for the part.
    • Type: Configurable Joins
    • Category, Base: Select a base that narrows your results as much as possible. For example, if you want gift information, select the Gift base rather than the donor or person base. Then, join to the donor or person base if additional constituent information is needed.
  2. Click Save. A query configuration pop-up appears.

Configure_Data_Explorer_Part.png

Example configuration used in this article.

  1. Add exports to the query. These exports represent the data available for the pivot table. Determine the population available to the pivot table with filters. This section can be accessed and updated anytime by selecting the Edit button in the upper right corner.
  2. Click Save.

Configure_Exports_and_Filters.png

Example exports, filters, and joins used in this article.

Important!

One or more filters must be applied to the query to ensure the Data Explorer's fast, reliable operation.

 

You're left with a (temporarily) blank screen, with two widget options available to add at the right:

    • Explorer, and
    • Static Content

Explorer___Static_Content.png

 

Explorer 

Create the Explorer Widget

To create a pivot table, select the Explorer widget. Provide a Title for the pivot table, and select the user edit options. There are three user edit options for when the portal renders, Editable, Persist Edits, and choosing neither.   

    • Editable - Let users edit the pivot table as they view it, though changes are reverted when the page is refreshed.
    • Persist Edits - Users can make edits to the table, and those changes will save even when the page is refreshed. Requires Editable be selected.
    • With neither option selected - Users who have access to the report can view the pivot table but cannot interact with it.

Configure_Pivot_Table.png

Click Save.

 

The Explorer Widget Layout

The Explorer widget appears, comprised of the four main areas of a pivot table: 

  • Values Area - Where data is displayed.
  • Row Area - Left of the Values Area, where exports can be placed to create a row-oriented perspective.
  • Column Area - Across the top of the Values Area, exports placed here will provide a column-oriented perspective, helpful in creating a matrix or showing trends over time.    
  • Filter Area - Configure and filter which data display on the pivot table. 

Explorer_Widget.png

 

Selecting Data to Display

Additionally, on the far left of the Explorer widget, you'll find a list of exports available for the pivot table, as generated by the query setup earlier.

Drag these exports to the Row or Column Areas to incorporate them into the data display.

Drag_Exports_to_Row_or_Column_Areas_to_Display_Data.png

Exclude the returned value of an export by selecting the export and deselecting the value in the list. Use Select All or Select None to activate or deactivate all exports at once.

Select_or_Deselect_Exports_for_Display.png

When a chart is selected for a data display type, double clicking the chart presents additional options: Start, Charts, and Customize.

Double_Click_the_Values_Area.png

  

The Start tab provides recommended chart types according to the data you include on the table. The Charts tab includes additional chart types. Lastly, the Customize tab allows further customization of a selected chart.

Start__Charts____Customize_tabs.png

 

Static Content  

The Static Content widget is an HTML WYSIWYG. Dragging the widget over to the report section will open the HTML WYSIWYG, and HTML support content can be added to the report.  

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