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How to personalize a Report. From Tips & Tricks Vol 2/22

Sneak: Customize Labels of Value Metrics

The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use cases.

How to personalize a report

Pyramid lets users customize and personalize the labels of value metrics and hierarchies for a given data model. These customizations can be set for all sessions (present and future) or to a specific report without affecting other users; breaking the functionality of the underlying data model; or compromising the enterprise-wide governance and security features required by administrators.

By definition, self-service analytics is about letting users work creatively with data to produce their own data discoveries and visualizations and ultimately drive better decisions. The self-service component means changing queries, calculations, visualizations, and anything else needed to deliver useful information.

Example: The user of this report wants to use the term “Revenue” instead of “Sales”. In addition, the user wants to use the term “Branch” instead of “City” and wants to replace “dates year” with the title “Year”. The amounts must be displayed in the thousands format (K), rounding to the closest thousand.

  1. By right clicking on the sales chip, the user can adjust the caption, the format string, and the label format. The user can also choose to apply these changes for this report only, for all of their subsequent reports, or for all roles that an administrator user has the security authorization to apply this for.

  2. After applying the changes, we can see how the captions have been adjusted on the chips, in the report, and even in the title of the report. The numbers have also been adjusted to display the “K” format. Any other user will not see these changes, as the user specified that these overlays will only be applied “For Me”.
    Pyramid has retained a single definition for this report, retaining governance and shareability, while providing the flexibility to customize the report per user.

If you have questions about these tips (or improvements) please let us know in a comment.

P.S. We will post previous Tip&Tricks as well as all new ones to keep this information active and available to all users.

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