The purpose of this article is to offer you a clear step-by-step process to add a grid to a report template while working in the DotActiv software.
Adding A Grid
After opening the DotActiv software, ensure you are in the ‘Reporting’ tab.
Once there, navigate to the ‘Advanced’ section and click on the drop-down arrow next to ‘Custom Report’. Select ‘Report Builder’.
The ‘Custom Report Builder – Templates’ window appears. Here, you can either choose an existing template or create a new one.
After selecting your chosen report, you’re taken to your report. On the left, you’ll find a dockable window labelled ‘Objects’. From here, you can add a data grid. Either drag and drop it or click on the report.
This opens the ‘Custom Report – Grid Properties’ window as seen below.
First, in the ‘Grid’ section, give your grid a name.
You can now select the type of grid that you would like to add. From the drop-down menu, you have the option to select a Base Grid or any of the planogram-based grids such as the Plano Analysis, Shelf Report, Fixture Report, Gondola Report, or Changes Report.
Then navigate to the ‘Data Sources’ section, click on ‘Add/Edit’ and select your data source.
Lastly, in the ‘Setup’ section, there are also other grid layout options allowing you to set columns, add calculated columns, add editable columns, set filters and place the data in specific sort order.
When setting columns, information can be fed into three different areas or fields, namely:
- Measure Field: this is the data field that is measured such as Category, Sub Category and Brand;
- Data Field: this is the actual data that will be measured, for example, %Sales and %Unit; and
- Data Group Field: this is an optional field where multiple series will be measured. For example, when creating a Grid, the distinct values of Data Group Fields will be displayed on the table header to order the group data fields accordingly. As demonstrated in the gif below;
When setting calculated columns, you can use hardcode numeric values as well as % columns which could be auto-added for selected data fields. This means that you have the option to set up percentage fields and to add a set value.
‘Editable columns’ can now be added and you can decide to set it as currency, numeric, date etc. The columns can be edited after generating/ running the report. This information will be saved if saved as a .drt file.
You can also move the grid around on your report template and edit it to your liking. To do that, right-click on the grid and selecting an option.
Lastly, you need to save your Custom Report. This can be done by either holding Control + ‘S’ or by navigating to ‘File’, then ‘Save’, after which you can select the directory that you want to save it in.
We recommend that you always save your report in the ‘DotActiv Data’ directory, and then under ‘Templates’. You can also give your Template a specific name and then save it.
Should the above steps not work for you, please create a support ticket and DotActiv support will assist you in uncovering the issue.