TrackWise QualityView for Report Developers

Audience: TrackWise QualityView Report Publishers and Authors
Duration: 4 Days

Course Description

This TrackWise Analytics course is designed for the student to gain familiarity with the tools available in TrackWise Analytics to develop useful reports quickly and efficiently. There will be hands on development of simple to advanced reports and the opportunity to explore some commonly used calculations and computes. Various display and formatting options will be explored as well as discussion on the benefits of planning prior to development.  The bulk of the course will focus on developing which demonstrate the ease and flexibility of TrackWise Analytics as well as show the developer advanced methods for creating reports using joins.

Course Topics/Outline

  • Overview of report authoring levels
  • Overview of reports and  charts
  • Review of available report outputs
  • Review of report tree and folder structure
  • Thorough review of the developer’s design screen , including toolbar menu items such as formatting, slicers, layouts and page breaks
  • Adding and removing report fields
  • Summing columns and rows
  • Grouping data
  • Filtering data with simple and advanced filter options
  • Creating and editing report headers and footers
  • Data visualization (traffic light conditions and font stylization)
  • Applying pre-formatted style sheets
  • Creating virtual fields to calculate or concatenate data
  • Shortcuts for data fields, work area, query area and short names
  • Creating a report from a template
  • Creating a report from scratch
  • Creating a metric report
  • Creating a chart
  • Using report joins to combine two reports for a drill down report
  • Creating pareto reports
  • Creating cycle time reports
  • Execute various report design challenges to reinforce student comprehension
  • Understanding how to set up and use Reportable Classes
  • Defining who can run, edit, develop, share and publish reports utilizing User Permissions


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