Learning ReportLite
Chapter 1 Installation & Trial
- 1.1 Download & install
- 1.2 Create row-wise reports through wizard
- 1.3 Expansion & expression
- 1.4 Report zone
Chapter 2 Appearance & format
- 2.1 Border, font and color
- 2.2 Display format and display value
- 2.3 Conditional format
- 2.4 Card-style report
- 2.5 Picture
- 2.6 Exercises
Chapter 3 Grouped report
- 3.1 Create grouped reports through wizard
- 3.2 Common grouped reports
- 3.3 Structure of a grouped report and master cell
- 3.4 Computations on a grouped report
- 2.5 Picture
- 3.5 Exercise
Chapter 4 Crosstab report
- 4.1 Create crosstab reports through wizard
- 4.2 Common crosstab reports
- 4.3 Structure of a crosstab report & master cell
- 4.4 Computations on a crosstab report
- 4.5 Exercise
Chapter 5 Multizone association
- 5.1 From crosstab to zones
- 5.2 Coexistence of expanding and static areas
- 5.3 Equality of row and column
- 5.4 Make a master-sub table through multizone association
- 5.5 Exercise
Chapter 6 Inter-cell computations
- 6.1 Calculate proportion, running total & simple YOY growth
- 6.2 Calculate ratio & complex ratio
- 6.3 Calculate conditional aggregate, ranking & complex YOY growth
- 6.4 Get ordinal number in one group/across groups
- 6.5 Exercise
Chapter 7 Irregular sorting & grouping
- 7.1 Incomplete grouping
- 7.2 Sorting & grouping by the specified order
- 7.3 Grouping by segment
- 7.4 Grouping by specified conditions
- 7.5 Exercise
Chapter 8 Parameters & scripts
- 8.1 The concept & uses of parameters
- 8.2 Dynamic parameters
- 8.3 Reports with dynamic columns
- 8.4 Variables & scripts
- 8.5 Exercise
What is ReportLite?
ReportLite: Solve reporting challenges and improve efficiency
ReportLite is a desktop reporting tool that uses Excel like operation methods, supporting multiple data files as data sources and the generation of various format reports. The operation is simple and the settings are flexible, which can significantly improve the efficiency of report making.
When & Where to use
Large number of reports， heavy workload
When converting some data files (xls, csv, etc.) into the required report format, even if the report is very simple, the production of a large number of tables takes too much time and is very cumbersome.
When the data changes, the report needs to be remade
After the original data changes, it is necessary to manually remake the report.
The format undergoes significant change
Reports need to present data in different formats, such as converting rows to card format.
Weak grouping and cross statistical scenarios
The number of rows and columns in grouping and cross statistical reports is not fixed, and the report needs to be scrape together manually. It is troublesome to do only one time.
The format of the pivot table is too rigid and we can only view the data.
Difficult to perform complex calculations
Excel can group and summarize data through a pivot table, but slightly more complex calculations are difficult to implement. For example, based on a student grade table, students with average scores below each subject and students with total scores below average are listed separately.
Poor data association ability
The vlookup function can achieve data association, but for summary data, it is necessary to first group it through a pivot table. If multiple columns need to be fetched, the function needs to be written multiple times, which is cumbersome to operate. It is even more difficult to achieve for reports with an unfixed number of columns.
More Difficulties
There may also be some special grouping intervals during data aggregation and statistics, such as grouping according to numerical intervals (age group, numerical range, etc.), or artificially dividing some grouping rules, etc.
How to use
Application diagram
Report Design Process
Select a Data File
Set the data required in the report through the wizard, and when multiple data files are needed in the report, you can also choose from here.
Data mapping
Set corresponding data mapping relationships in cells according to report requirements
- The grouping, summation, counting, and other settings of data can be generated through formula wizards or mouse dragging
- The grouping subtotal, total, and other data summary intervals are determined by merging multiple cells
Format adjustment
Adjust the report format to make the presentation of the report more aesthetically pleasing
- Adjust the formatting and beautify the presentation of the report through setting the font color, fill color, border, and alignment of cells
- Save the report template after completing report settings
Preview results, export files
Preview and view the report results, which can be converted into formats such as xls, doc, PDF, HTML, txt, etc.
Replace data file
The source data file needs to be replaced. Open the already set report template and select the desired data file. The template does not require any other modifications. Save as a new report template file.
Preview results, export files
Features
Zero learning cost
Provide Excel like spreadsheet tools that maintain consistency for regular operations with Excel, and can implement most tasks without the need for specialized learning, making it simple and easy to use.
Easy to create reports, no matter how many reports to make
Wizard based report generation, simple and fast
By extending data through report formulas, the template only needs to set the style of the extended rows, making it easy to operate.
Report templates can be reused, and for reports with similar formats, simply change the data file and adjust the format, resulting in high development efficiency.
Changing source data is simple and convenient
To replace a data file for an existing report, simply select a new data file; even if the data changes, the report template does not need to be modified.
Data files can be switched between different formats, such as replacing xls with txt.
Free format reports are more flexible
The sheet content can be laid out arbitrarily through a flexible expanding model.
The results can be dynamically generated based on the amount of data
Meet the needs of various tables
Powerful grouping and cross statistical ability, flexible style setting
Reports support multi-dimensional grouping, cross and summary statistics. The header cell merging, diagonal setting, form and style settings are flexible and diverse, and the display effects are more abundant.
More powerful complex-computing capability
Reports can be re-filtered and re-calculated based on the summarized data, making complex calculations easier to process. Of course, the calculation function is not limited to this, the change of data also makes the position of row-or-column results altered. It can achieve some dynamic cross-row operations, such as the same period ratio, proportion, ranking, etc.…
Multi source associated zone is simple and efficient
Multiple data files can be imported into the report
Through functions to associate and display data, it only needs to be set once
Grouping and aggregation before join is more efficient
Multiple dimensions dynamically expand based on its own data without affecting each other
More flexible grouping and statistics
Provide more flexible grouping methods, which can group data according to interval, numerical range, or manually specified grouping interval, etc.
You can also perform secondary statistics based on the aggregated data, such as listing the top three states in sales
Flexible expanding model
Simple
Expanding based on the data in the data file through the formula of cells. When setting the template style, only the row and column where the formula is located need to be operated, rather than selecting a whole piece of data in Excel. The operation is simple.
Easy
Extend based on data file, and there is no need to repeatedly adjust templates for changes in data
Flexible
Free format reports can also be expanded in chunks based on the amount of data
Efficient
Aggregation before association for multi file association leads to higher efficiency; and expansion of multi areas do not affect each other.
Generate multiple types of files
The results can generate multiple file formats: xls, doc, PDF, HTML, txt ......
The generated HTML can be easily embedded into other web pages
