ReportMessenger 2.0

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Introducción

El año pasado lanzamos ReportMessenger, nuestra herramienta de distribución de informes de Tableau Server. ReportMessenger actualiza, personaliza y distribuye toda la información de tu empresa cuando y a quién tu quieras en múltiples formatos (como PDF, PowerPoint o CSV, entre otros).

Ahora estamos orgullosos de informaros que hemos lanzado el nuevo y mejorado ReportMessenger 2.0 – una versión con más consistencia y estabilidad y con ¡muchas funcionalidades nuevas!

Report Messenger Log in page

 

ReportMessenger: Nuevo Look and Feel y funcionalidades en la Home

ReportMessenger ha mejorado su diseño para asegurar una experiencia de usuario óptima. La Home, que muestra todas las tareas programadas, ahora incluye un cuadro de búsqueda para que sea más fácil encontrar una tarea en concreto.
Además, puedes ordenar por columnas, seleccionar varias tareas a la vez y llevar a cabo distintas acciones para cada una, incluyendo: duplicar, enviar informes ahora, activar o desactivar la tarea.
Se ha añadido un color para cada tarea (verde, amarillo o rojo) para que puedas reconocer su estado en un vistazo.

ReportMessenger homepage

 

ReportMessenger: Nuevas funcionalidades

Estas son las nuevas funcionalidades que puedes encontrar en la nueva versión de ReportMessenger:

Importar contactos: Puedes importar listas de contactos directamente desde un archivo CSV en lugar de entrarlos manualmente.
Ejecutar tareas mientras estás desconectado: Ya no necesitarás estar conectado para que se ejecute una tarea. Esta funcionalidad es muy útil para empresas con una política de seguridad muy estricta.
Filtros de usuario: Con esta nueva funcionalidad puedes definir, dentro de una misma tarea, qué información va a recibir cada usuario y asegúrate que cada persona recibe los datos que le son relevantes.
Repetir tarea: Establece, con intervalos personalizados de minutos o horas, cada cuánto quieres que una misma tarea se ejecute. Esta nueva funcionalidad está pensada para empresas que necesitan tener información actualizada constantemente.
Descarga tus informes localmente: Puedes descargar tus informes en tus carpetas compartidas o intranet corporativa. Esto es útil, por ejemplo, si necesitas tener guardado un histórico de todos tus informes.
Reporte de errores:
»  Reporta errores en la tareas: Cualquier error durante la ejecución de una tarea será reportado a la dirección de email que se desee.
»  Reporta errores en la aplicación Web: Estos errores se reportaran al departamento de soporte de ClearPeaks para que podamos solucionar cualquier incidencia lo antes posible.
Evita que se envíen informes vacíos.
Especifica el SMTP sender: Puedes especificar el campo “De” de tus emails.
Inicia sesión en ReportMessenger: Ahora puedes iniciar sesión con cualquier cuenta de administrador de Tableau.

Figure 3

 

Cómo funcionan los filtros de usuario?

Una de las principales nuevas funcionalidades de ReportMessenger 2.0 es el filtro de usuario.

Permite al administrador crear una tarea utilizando filtros dinámicos. De esta forma evitamos crear una tarea distinta para cada vista que queramos enviar.

El filtro de usuario se define en el perfil del usuario y cada usuario de puede crear con hasta 4 filtros distintos:

Figure 4

 

 

En el caso anterior, el primer filtro se ha utilizado para poder filtrar por regiones y el segundo nos permite filtrar por categorías. Esto es útil cuando una empresa quiere mandar un informe a cada agente de zona. En lugar de crear una tarea para cada agente o región, ahora se puede incluir todo en una misma tarea. Además, puedes añadir más de un valor por usuario y filtro añadiéndolos entre comas. Por ejemplo: North, South, East, West

Cuando los filtros de usuario están definidos los puedes aplicar a cualquier tarea:

 

Figure 5

Como puedes ver, la fórmula para utilizar el filtro es: Region=<<filter1>>&Category=<<filter2>>, Tanto la vista de la región cómo la de la categoría viene de Tableau.

En las siguientes imágenes puedes ver el resultado después de aplicar un filtro dinámico:

Figure 6

Figura 1: Informe de Antonio (filtrado por la región "South")                   Figure 2: Informe de Jordi (filtrado por la región "West") 

 

Si un usuario no tiene ningún filtro definido, recibirá el informe con todos los datos.

 

Conclusión

Esta última versión de ReportMessenger aporta mayor estabilidad y asegura una mejor experiencia de usuario. Las nuevas funcionalidades permiten personalizar mucho más cualquier tarea, permitiéndote aplicar filtros dinámicos y repetirlas sin tener que duplicar una tarea original varias veces.

¡No dudes en contactar con nosotros si quieres recibir más información o una demostración gratuita!

 

ReportMessenger 2.0

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Introduction

Last year we successfully launched ReportMessenger, our easy-to-use report distribution solution for Tableau reports. With ReportMessenger, you can reliably schedule and deliver your reports to anyone in your organization in any combination of file formats from enriched PDF to CSV!

We´re now proud to announce the new improved ReportMessenger 2.0 - a version that brings greater consistency, stability and a bunch of new features!

Report Messenger Log in page

 

ReportMessenger New Look&Feel and Homepage Functionalities

ReportMessenger has improved its design for optimal user experience. The homepage, which displays all scheduled tasks, now has an integrated search box that makes it easy to find a task. You can also sort data columns through an interactive table, select multiple tasks from the aforementioned table, and perform different actions for each selected task, including duplicate, run now, activate and deactivate. Color-coded tasks (red, yellow, or green) have also been added make it easier and quicker to identify their current status.

ReportMessenger homepage

 

ReportMessenger New Features

Below you can find a list of the new features we have implemented in this version:

Import contacts: you can import multiple contacts from a CSV file as opposed to entering the contacts manually.
Run tasks while logged off: You do not have to be logged on anymore to run a task. This feature is useful if your company has a very strict security policy.
User-filters: With this new feature, you´re able to send reports to multiple users with different filters applied by creating just one task. Find out more about this feature in the next chapter!
Repeat task: With this option your task will be executed in set intervals of minutes and hours. This option is very useful for companies in need of constant progress updates on their critical data.
Download reports locally: You can download your generated reports locally. This is very useful, for example, if your company needs to store all your reports and make a history vault. They can also be downloaded to a network drive.
Report errors:
»  Report task failures: Any error during the execution of a task will be reported to a previously defined e-mail address.
»  Report web application errors: these errors will be reported to ClearPeaks Support so we can solve any inconsistencies as soon as possible.
Prevent sending empty reports.
Specify SMTP sender: you can specify the “From” field of your email.
Log in to ReportMessenger: you can now login with any Tableau Administrator account.

Figure 3

 

How do user-filters work? 

One of the main new features of ReportMessenger 2.0 is the User-Filters functionality.

It allows the ReportMessenger administrator to create a task using a dynamic filter. This feature prevents the creation of multiple tasks within the same view.

The user-filter is defined on each user profile and can be set up with up to four filters per user:

Figure 4

 

 

In the case above, filter one has been set to filter by regions and filter two is filtering by categories. This is useful for when your company wants to send a report to each agent of every region. Instead of creating a task for every region, you can now condense it all into a single task. You can also add different values for any filter by separating them with a comma (,). For example: North, South, East, West

Once the user-filters are defined, you can apply them to any task:

 

Figure 5

As you can see, the formula of the filter is Region=<<filter1>>&Category=<<filter2>>, Region and Category are fields from the Tableau’s view.

The next two images show the result of applying the dynamic filter:

 

Figure 6

Figure 1: Antonio’s Report (filtered by South region)                     Figure 2: Jordi’s Report (filtered by West region)

 

If a user doesn’t have any filter defined, then that user will receive the report with the full content of data.

 

Conclusion

This new version of ReportMessenger provides greater stability and ensures a better user experience. The new features make ReportMessenger more configurable than ever, allowing you to customize each task with a dynamic filter and set up repeating tasks without needing to duplicate the original task multiple times.

Don't hesitate to contact us if you would like to receive more information about ReportMessenger or request a free demo!

 

ClearPeaks´ Visualisation Plugin

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Introduction

If you’ve worked with any kind of data, you know how harrowing reading rows and rows of numbers can be. It isn’t easy to wade through all of those numbers and easily figure out what they mean. That’s the case where visualisation comes to the rescue. Visualisation de-mystifies the data and helps decision-makers derive actionable insights from it. The whole idea of this blog is to delve into the blossoming world of data visualisation. It is hard to ignore the weight that more advanced and more interactive visualisations carry in today’s data-centric world. It is common to get requests to add visualisations or other improvements to the dashboard in order to provide a flashier look or design. Typically, these kinds of requests are handled by embedding HTML and JavaScript to provide data driven, custom visualisations. At ClearPeaks, we have developed a set of Custom Visualisations that allow configurable visualisations to work natively in modern browser technologies.
 

1. Motivation

Following are the main Key factors, which drive the need for Custom Visualization Plugins:

Add new Capabilities to existing chart types for modern reporting tool.
Add brand new Visualization types.

Let us discuss each one of these points in detail.

Add new Capabilities to existing Chart types.
How many times have you received a request that you just could not meet with native chart types because there was not enough ability to customize the chart? For example, imagine that you want to build a line/bar combo chart with a third distinct Y-axis. Oh sure, you can map three metrics, but if the metrics do not have the same unit of measurement or the same scale, then you are screwed. To handle these kind of scenarios, we have to use these Pre-build custom Plugins.

Add brand new Visualisation types.
There is huge scope for improvement in terms of Interactive Visualizations with traditional charts Library and there are so many new visualization Patterns we can build using JavaScript like Donuts, Meters, Pokers or Animated Donuts etc, which is hard to visualize with Traditional Reporting tools.

 

2. How does it work?

ClearPeaks’ plugin is solely based on native browser technologies and doesn't require client side plugins like Flash or Java. The plugin is built with jQuery and SVG. With the ClearPeaks plugin referenced in your webpage, we are ready to use a wide range of highly customizable charts. In case of the Oracle BI implementations, where their servers are isolated from the Internet and protected in internal LAN segments, referencing these resources from Oracle BI means having to first deploy them in the WebLogic Server as static resources.
ClearPeaks’ plugin allows us to easily customize the design of a chart, like its size, colour and fonts. Also, it is possible to include or exclude parts of the charts.
 

3. Data Visualization Graphs

In this section, we present some of the visualization graphs developed by our team:

Gauge Chart: Gauge provides a rich amount of configurable items, which can set options we pass through the plugin invocation.
Figure 1 - Gauge Chart
Donut Chart: A Donut Chart is a circle chart that shows the percentage of an activity.
Figure 2 - Donut Chart
Pyramid: A Pyramid chart displays a single series of data in progressively decreasing or increasing proportions, organized in segments, where each segment represents the value for the particular item from the series.
Figure 3 - Pyramid
TimeLine: Timeline allows to visualise the starting and ending of an activity.
Figure 4 - Timeline

Visualisation also includes the below charts.

Horizontal Bar Chart:
Figure 5 - Horizontal Bar Chart
Vertical Bar Chart:
Figure 6 - Vertical Bar Chart
Bubble Chart:
Figure 7 - Bubble Chart
Percentage Bar:
Figure 8 - Percentage Bar

 

Conclusion

ClearPeaks’ custom visualisation plugin provides some of the best and most unique visualisations available. The charts are highly customizable in terms of size, colour and design. Better yet, the visualisations can be implemented in OBIEE or any custom html reports or dashboards.

Click here if you would you like to know more about this innovative solution!

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