Walk through DataSelf Lite's Standard Reports interface. Select reporting periods like fiscal year 2018, compare quarters side-by-side, drill down from customer to product sales, filter by branch, and add measures like quantity sold and gross profit percentage.
Fiscal year 2018.
Year to date through May.
Branch ABC Corp.
Let's take a look at how these features work with Dataself Lite. This is the customer report showing customers in right now for the fiscal year 2018 showing three periods in the total. For those three periods, what if I want to select different periods? Let's say year to date through May. Press apply. There it is. What if I want to compare the first quarter, both years side by side? I only select the first quarter. I select both years and there it is. What if I want to see this comparison without looking at the period detail? I can just put the mouse over the year and click this collapse button. Right now I'm seeing the totals for the year, but still only for the first three months. Three periods of the years. What if I want to drill down from CUSPR to the next level? I put the mouse over the header, I see this plus signal, I click on it and on this report it will drill down and show product sales by customer. By the same token, if I put the mouse over the year and I click the plus signal it will expand back into the periods details. And what if I want to sort this by the total in the first quarter of 2018 I put the mouse over the total here and click this sort icon. And now it's sorting in a descending order. Ripping one sort by this year, first quarter, same thing. Put the mouse over and sort. If I click a second time on this icon it will sort in ascending order. I can also put the mouse over the row header and use this icon to sort alphabetically, ascending, descending and sort from whatever the default option is. What if I want to filter this report? I can use this filter dropdown lists. In this example I'm going to choose only one of my branches. Press apply and now it's only showing the information for branch ABC Corp. And now I want to add more measures to this report. I also want to see quantity sold in gross profit percentage. Press apply and there it is. Don't miss the next video with more tips and tricks on how to navigate and explore data Self Lite. Thanks for watching.
