The SQL Report Builder is a report builder with options: you can run a query for the sole purpose of retrieving a table of data, or you can turn those results into a report. In this article, we’ll give you some tips for building a visualization from a SQL query. Here's a look at everything we'll cover:
Before we dive into the how-to, let’s go over the terminology we use in the SQL Report Builder.
The column that you want to measure is referred to as a Series in the SQL Report Builder. Common examples are revenue, items sold, and marketing spend.
At least one column must be set as a Series to create a visualization.
For example, if you want to segment your customers’ lifetime revenue by their acquisition source, the column that contains acquisition source would be specified as the Category. More than one column can be set as a Category.
Note: Dates/timestamps can also be used as Categories. They are just another column of data in your query and must be formatted and ordered as desired in the query itself.
These are applied as x-axis labels. When analyzing data trending over time, the year and month columns are generally specified as labels. More than one column can be set to be Label.
Now that we’ve got the terminology down, let’s move on to the query.
Before you dive into your query, there are a few things you should keep in mind:
ORDER BYthe timestamp column(s). This will ensure that the timestamps are plotted in the right order on the report.
EXTRACT()function is great to use for parsing out the day, week, month, or year of the timestamp. This is useful when the the time interval you’d like to use on the report is daily, weekly, monthly or yearly.
To get started, open up the SQL Report Builder by clicking Report Builder > SQL Report Builder.
As an example, let’s consider this query that returns the monthly total number of items sold for each product:
SELECT SUM("qty") AS "Items Sold", "products's name" AS "product name", EXTRACT(year from "Order date") AS "year", EXTRACT(month from "Order date") AS "month" FROM "items" WHERE "products's name" LIKE '%Jeans' GROUP BY "products's name", "year","month" ORDER BY "year" ASC,"month" ASC LIMIT 3500
This query would return this table of results:
Now that we have our results, how do we go about creating the visualization? To get started, click the Chart tab in the Results pane. This will display the Chart settings tab.
When a query is first executed, the report may look inscrutable because all columns in the query are plotted as Series:
Don’t worry; we’ll fix that in just a moment. For our example, we want this to be a line chart that trends over time. To create it, we’ll use these settings:
The Items sold column must be chosen as the Series since we want to measure it. After you define a Series column, you’ll see a single line plotted in the report.
In our case, we want to view each product as a different line in the report. To do this, we'll set Product name as the Category.
The columns year and month must be used as labels on the x-axis to be able to view Items Sold as trending over time.
Note that the query must contain an
ORDER BY clause on the labels if they are date/time columns.
Here’s a quick look at how we created this visualization, from running the query to setting up the report:
In our example, we're using the Line Chart type. You can use a different chart type if you like - simply click the icons above the chart options section to change it:
That’s it! If you want to use this report again, give the report a name and click the Save button in the top right corner when you’re happy with how the results look.
In the dropdown, select Chart as the Type and then a dashboard to save the report to.
We know what we covered in this article was pretty basic, but you have to walk before you can run. Our goal here was to familiarize you with the terminology used in the SQL Report Builder and give you a solid foundation for creating SQL visualizations.