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Vizlib Custom Report Guides - Setup

This article contains instructions on setting up Vizlib Custom Report. There are 2 setup methods you can use - Data Set Creator Wizard (a quick and easy setup) and Master Item Tables (a legacy item, but still supported). 


Data Set Creator - Tutorial

We've created a video tutorial about using the Data Set Creator Wizard which you can watch here. 

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Data Set Creator Wizard

To use the data set creator wizard in Vizlib Custom Report, follow these instructions. There's also an example shown  in Figure 1

  • In the Custom Report, click to add a data set and open the Data Set Creator Wizard. 
  • When the wizard opens, select the dimensions and measures you would like to use. (Master items are highly recommended but not necessary.) Make sure everything that is added will be calculated correctly. With more complex applications or expression a certain combination of dimension and measure may not work, in that case they should either be adjusted or placed in separate data sets.
  • Once you've completed the setup, you can find and manage the Data Set dimensions and measures in the property panel in Data Sets, clicking the data set name and opening the Data panel. You can find the article here

Figure 1: Data Set Creator Wizard

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Master Item Tables

If you're looking to set up and work with Master Item tables, please follow these instructions.

  • Create one or more Master Item Table(s) with the dimensions and measures you want to visualize. 

Important: Use the Native Table Master Item for this, rather than Vizlib Table.

  • Check your measure calculations are correct regardless of which dimensions are used.
  • Select Master Item in the drop-down or drag and drop it on the visualization.

Figure 2: Master Item Tables

Kenneth is the author of this solution article.

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