Custom reports

Overview

You can create your own custom reports in Tableau. We have made available a number of data sources that you can use for this purpose. These data sources are located in the  CustomReportDatasource  folder, which you can access from the  Explore  page.

The data sources are explained in Data sources, below.

A data dictionary is available that provides descriptions of the fields available in the data sources. It is located in the  DataDictionary  folder, which can be accessed from the  Explore  page.

For information about using Tableau Online, see the Tableau Online Help.

Best practices

• Use the shortest possible timeframe that allows you to create the report that you want.
• Use the most appropriate data source for your report. Using a data source (such as all data) that is larger than required will cause performance issues.
• NAGRA operates a fair usage policy – long-running or inefficient queries will be cancelled by the server.

Creating a custom report

To create a custom report:

1. Log in to Tableau Online.
2. Go to the  Explore  page.
3. Open the  CustomReportDatasource  project.
4. Click the appropriate data source for the report you want to create (see  Data sources, below).
5. Click  New Workbook.
6. Use the available dimensions and measures to create your report.
7. Click  File > Save As...
8. Save the worksheet into the appropriate project.
9. Navigate to the folder where you saved the worksheet, then open it and make sure it displays what you wanted.

Example

To create a report that shows account creation over time (similar to the  Account creation report):

1. Create a new workbook as explained above using the ds_account_actvity_device_entitlement_relation  data source.
2. Drag  accountid  from the  Dimensions  list into the  Rows  shelf.
3. Right-click  accountid  in  Rows  and select  Measure > Count (Distinct).
4. Drag  Createddatetime  from the  Dimensions  list into the  Columns  shelf.
5. Right-click  Createddatetime  in  Columns  and select the second  Day  option.
6. Click File > Save as... and save the worksheet to a convenient location.
7. From the  Explore  page, navigate to your new worksheet and open it.

This creates a very simplistic report, with no colouring, filters, calculated fields, etc. Have a look at the way the NAGRA-supplied reports are constructed to see this additional functionality. (For example, in any report, you can click  Edit  at the right-hand side of the toolbar, then save a copy that you can play around with.)

Data sources

Accounts

Data source name:  ds_ts_nxtGen_account_based_data_all 

Logical layer – data source ds_ts_nxtGen_account_based_data_all	Physical tables (only with joins)

Devices

Data source name: ds_ts_nxtGen_device_based_data_all 

Entitlements

Data source name:  ds_ts_nxtGen_entitlement_based_all 

Activity

Data source name: ds_ts_nxtGen_activity_based_data_all 

This data source is also available with different time filters at the data source level:

Analytics

Data source name:  ds_ts_nxtGen_Analytics_Dataset 

This is a generic data source that can be used for many different types of report.

Legend

Joins

Inner join

The following symbol indicates an inner join:

This means that the result of the join includes only rows that correspond across the joined tables.

Left outer join

The following symbol indicates a left outer join:

This means that the result of the join includes all the rows from the left table and only the corresponding rows from the right table(s).

Relationships

The following diagram style represents relationships:

Multiple Data Source

Data source for the account, activity, device, entitlement, and product relationship:

Data source for the CPM entity – editorial content, event, and content group relationship:

Data source for the CPM entity – event, channel, and editorial content relationship:

Legend

Left Outer Join

When you use a left join to combine data, a query is sent to the database where the join is performed. A left join returns all rows from the left table and any corresponding rows from the right table.

The results of the join are then sent back to Tableau and aggregated for display in the visualisation.

A left join takes all rows from the left table and where there is corresponding information from the right table, that data is returned. Otherwise, there is a null.

Right Outer Join

N/A

Inner Join

When you use an inner join to combine tables, the result is a table that contains values that have matches in both tables.