Rock U - Reporting - BI Attendance Report

Transcribed Video Content

Okay. So let's look at how we make this attendance report, that came out of the template. So our goal here is we're gonna recreate this page of the template which is basically just showing some attendance data over time. Now, is from the demo site, so it's not the richest, data set, but it's enough here for us to get started. So let's go ahead and create a new page. I'll just call this attendance two. Okay. So again, blank canvas, kind of intimidating. So the first thing we're gonna wanna do is wanna think through what fact table are we gonna be reporting off of. That's pretty easy. So we want fact of fact attendance. Now since, , looking back at it maybe the previous report which was the financial transactions, that one we were kind of concerned about the amount of money. This one is not really about a summing, an amount as much as is summing the count. So we're gonna drag out the count column. Okay. So we have a bar chart. And so next we want to see that over time. So we're gonna head up to the dimension table, the attendance date dimension. And we're gonna drag out. Now, we have a few options here. We could drag out date. But in this case for this specific example, I actually want to not drag out date, I want to drag out the Sunday date. So I wanna see it where each dot is really a week. Okay? And how you do it is totally up to you. But in this case, I always wanna see it by a week. Okay. So now I have a bar chart. But if you remember back, that chart that we were looking at was actually a line chart. So if I go ahead and select this visual and I switch it to line, we're almost there. So we'll see that this is a sum of all of the attendance. Now if I want to kind of break it out by group or area, that's very easy. So okay. So I'm gonna kind of close-up this dimension. I'm gonna go back to my fact. Now, in here, I can kind of create groupings based on any one of these properties. And so I'm gonna find group name and I'm gonna make that my grouping. And so what I'm gonna do to do that, I'm gonna drag this over here to the legend. And by doing that, I've created three different groupings. So I have grades two through three and grades k through one. And I also have this test group which, , that is valid data. We did check-in there once. But I really don't wanna show up on my I don't want it to show up on my report here. So what I can do is come down to this page level filters. And I want to filter by group name. Okay. So then here I can do some basic type of filtering, but I'm gonna actually switch it to advanced. And I'm just gonna say is not and then I type in the value here, test group. Okay. I did that right, which looks I didn't, let's go back and look at that is not test group. So that, if I did it right, should remove it. There it goes. Okay. So now test group is gone. Again, to make it look that last report, I'm gonna add a text box. We're gonna say attendance. Then we're gonna highlight this text, bold it, and make it large. Okay. Then we can push this over. It's always about trying to get everything organized and fitting. Right? And at the top, I had another slicer where I could filter by year. So let's go ahead and do that. For that, I'm gonna go back to my tenants dim table, dim date table here and I'm going to find calendar year. This should be very familiar. We've done this already before in the financial transaction video. Again, it thinks it's should be a bar chart. We would disagree and say it should be a slicer. And I want that slicer to be orientation to be horizontal. And I really don't need the header. Okay. So now we have the ability to filter on a specific date if I want. Okay. Let's go back and see how we're doing here. Okay. So it looks we want to add a few more slicers by location, schedule name, and check-in area. So let's go ahead and do that. Now location is interesting. I have a few different options on how I could do that. I could come down to the fact table here and there is a field called location, location name. I could drag this out. I'm just gonna do that. Okay. And then see I have two values. So this is pretty smart. It's just showing me all the locations that this fact table had. So people have only checked in in this in this test data set to the bears room and to the bobcat's room. And that might be fine. This might be exactly what we wanted. I could turn this into a slicer and I'm pretty much done. Now, I'm just gonna roll this up and I'm gonna show you another way of doing it. And it's really up to you how you wanna do this. If you go back up to the top, there's another dimension called the tenants location. And if I pull out name off of this, I'm gonna get a much lot larger list. So here, I'm really getting a listing of all of the locations that someone could have checked into. So now which one you prefer is really up to you. At the end of the day, they're gonna do the same thing. So because we used the longer list before, let's just stick with that. Again, maybe this name isn't what I want. I wanna turn off the header, give it a title, and then I can name it whatever I want. Okay. And then I think we did schedule. Yep. Schedule name. Okay. Now this one, we do have to come down here and find the schedule name, drag it out, turn that into a slicer. And again, I'm just gonna skip the step of formatting that. And the last one was check-in area. So again, same exact thing. Once you kind of get the hang of this, it's actually, pretty easy to create these reports and and to do the slicing. Slicing. That is something maybe you keep to yourself though and just tell people how hard this is. And so that's a basic attendance graph. Of course, you'll probably want to do other, things with it but that's a great start, to get you on your way.