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Showing articles from Reports tag

How to build an area chart using HappyFox BI?

**Area Chart:** An area chart is a combination of a bar and a line chart. Like Line charts, Area charts are also used to display trends over an interval. The variable that is analysed is on the X-axis and a numeric value is aggregated on the Y-axis. To analyse multiple numeric values, a Multi-area chart is used. **S…

How to build a table in HappyFox BI?

**Table:** A table displays a subset of your dataset in a matrix format. It shows information in rows and columns and it does not aggregate data. ![][1] **How to build a table using HappyFox BI:** **Basic Settings** * Click on the **Add Visualization** button. * Name your visualization. * Choose** Table** f…

How to integrate HappyFox BI with Salesforce account?

**Integrating your HappyFox BI account to Salesforce account:** Integrating your Happyfox BI account to the Salesforce account will establish the connection for HappyFox BI to pull data from your Salesforce account. You can then build meaningful and interactive dashboards on top of your Salesforce data within HappyFo…

How to build a Multi-line chart using HappyFox BI?

**Multi-Line Chart:** A Multi-line chart is used to compare trends of multiple numeric values across another variable. The variable that is analysed is on the X-axis and multiple numeric values are aggregated on the Y-axis as individual line graphs. **Steps to build a Multi-line chart using HappyFox BI:** **Basic S…

How to build a Text tile in HappyFox BI?

**Text Tile:** Text tile is a visualization that allows you to type plain text in your report. ![][1] **Steps to build a Text Tile using HappyFox BI:** **Basic Settings** * Click on **Add Visualization** button. * Give a name for your visualization under the field **Name**. * Choose **Text tile** from the *…

How to build a Data tile in HappyFox BI?

**Data Tile:** A data tile is suitable to depict a unit value of any attribute. ![][1] **Steps to build a Data tile using HappyFox BI:** **Basic Settings** * Click on **Add Visualization** button. * Give a name for your visualization under the field **Name**. * Choose **Data tile** from the **Visualization …

How to build a Doughnut chart in HappyFox BI?

**Doughnut Chart:** A doughnut chart is suitable to depict parts of a whole relationship, where all units together represent 100%. It is a variation of the pie chart. ![][1] **Steps to build a Doughnut chart using HappyFox BI:** **Basic Settings** * Click on **Add Visualization** button. * Give a name for you…

How to build a pivot table in HappyFox BI?

**Pivot Table:** A pivot table is a table that helps you aggregate your data in a meaningful manner. ![][1] **Basic Settings** * Clicking on **Add Visualization** button. * Give a name for your visualization under the field **Name**. * Choose **Pivot table **from the **Visualization type** dropdown. * Sele…

Using a Visualization template in your report:

**Visualization templates are pre-built visualizations for various scenarios, which when dragged into your report will get populated for your dataset, making report creation faster and easier.** **There are hundreds of visualization templates available in HappyFox BI template library, which can be used to build your …

How to create and use a Report Template?

**A Report template can be used to replicate a report and then tweak the replicated report based on your needs if required.** **Creating a Report template:** * **Create a [report][1].** * **Click on the edit symbol next to the report name in the menu. ** ![][2] * **Click on ‘Save as report template’. ** ** …

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