Custom Reports

How to build a simple visual 

There are a few steps you need to create a report: 

To start, you need a data source, so you can:

• Create a new dataset from your own data source
• Use an existing data source: We already provided it for you! It is always filled with up-to-date institutional data (we provision data at least once a day) from Learn and many more sources.

Create a new dataset

1. Create a new dataset from your own data source 
   You can create a new one by selecting Datasets from the left panel of Custom reports, go to New dataset. 

1. Choose the data source
   From the complete list, select the data source you want to use

1. Create the data source
   Complete the information of your connection and select Create data source.

Create a data set from an existing data source

1. Choose an existing data source
   From the left panel of Custom reports, go to Datasets and then in the top right corner select New dataset.
    

1. Choose an specific table
   You can choose an existing schema that already contains a set of tables, then, choose the specific table that you want to use. Finally select Visualize to finish the data set creation.

1. Explore all the data available 
   See the fields list directly in the Dataset section. You can see all the data that is available in the Data Dictionary or in Developer > Snowflake. 

1. In this example, we chose the CDM_LMS.PERSON_COURSE table which contains the mapping between people and courses, user enrollment information, and role assignment in courses.  

   We recommend searching for data in the Data Dictionary Entity-Relationships diagram and checking the description.

1. Create a new Analysis and use the dataset you just created 
   Once you have a dataset, you can start creating your first analysis: an editable report. You can edit the visual as many times as you like until you find the most appropriate way to reveal key insights from your data.

   The difference between Analysis and Dashboard is that Analysis can be accessed and edited by Authors (only). The Dashboard contains the same information as its Analysis but in a read-only format.

1. This simple visual counts individual roles within an institution. This institution has a lot of students compared to other roles, so it might be better to show the counts logarithmically.

1. Personalize the visual format 
   You can edit the title, legends, colors, labels, and more. Your first visual is ready! 

Pre-built tables are good for a start, but sometimes they are not enough for what you want to build. Custom Reports allows you to create your custom dataset, just follow the steps in the next section.

Add a bit of (spice) SQL 

1. Make your custom dataset powered by SQL query 
   When choosing a table, select Use custom SQL.  

1. 
   Beware that using difficult queries can time out. There is a limit of 2 minutes on query run for direct queries.
    

2. Custom Reports helps with an initial AutoGraph 
   You can edit the dataset and choose 1 or more fields to let QuickSight create the most appropriate visual for your data. 

1. Change the visual
   You can select Correct metric in the AutoGraph and change the visual type. 

1. In this example, with COUNT(ID), the visual was changed to histogram which is more suitable for such data.

1. Personalize the visual format
   You can edit the title, legends, colors, labels, and more. Your new visual is ready, now share it with your peers! 

Making a Dashboard out of an Analysis 

1. Publish the Analysis 
   Go to the top menu, select File and then Publish. Give it some suitable name and then select Publish Dashboard. 
     

1. Star it, share it, or export it 
   Go to the QuickSight home button to come back to the Author landing. From there, go to Dashboards in the left panel and see all your new dashboards. 

1. Share your dashboard with your Institution’s report Viewers
   From the Dashboard section:
   1. Select the three dots on the bottom right corner of the dashboard you want to share. 
   2. Select Add to folder.
   3. Expand the Shared Folders list and select the Institutional Reports folder and select Add button.
   4. Finally, confirm the sharing action by selecting Add and share.

1. Now, your dashboard is shared with all report Viewers. They only need to sign in Anthology Illuminate, go to Custom Reports and select the Shared folder section.