Skip to main content

Articles in this section

Creating Reports and Visualizations in Customer Analytics Studio

  • Last updated:

With Analytics Studio, WorkRamp Academy Admins have the power of a complete Business Intelligence platform, without having to leave the WorkRamp Admin console.

This article will focus on how to create new reports, how to turn reports into visualizations, and how to manage multiple reports in a single workbook.

Other Analytics Studio Articles:

Creating Reports and Visualizations

The foundation of Analytics Studio is the comprehensive and flexible data analysis engine. Reports (Analyses/Queries) are what turn into powerful visualizations and robust dashboards that will provide you with the data you need to reach your Employee Learning needs.

How to Create a New Report

To create a new report in Analytics Studio:

  1. Navigate to the WorkRamp Admin Console > Reporting > Analytics Studio

  2. Click the “+ New Analysis” button at the top-right

  3. Choose a Topic

    1. Reminder: Topics are curated sets of WorkRamp data, based on common reporting needs and data combinations

Once you have chosen a relevant topic for the information you are looking to analyze, the next step is choosing which data you need.

You have now created a Workbook with a single report, and you are ready to start building!

There are 2 ways to create a brand new report once you have chosen a Topic:

Begin selecting the columns of data you wish to view by clicking the values in the left-hand menu.

  • As you add more columns, the data will dynamically filter and adjust based on the combination of columns selected.

  • The columns to the right of other columns will always respect the column to left of it.

  • Columns can be dragged around to re-order the data.

  • You can also use excel-like functions and formulas to create your own measures and dimensions - simply click the menu of a column to add one to the left or right (or click the >[] icon in the top-right menu to add a column to the right).

Use Analytics Studio’s natural language processing AI to ask a question or add a prompt.

  • Doing so will analyze your prompt and provide as accurate a combination of data as possible.

  • Use as many standard terms and WorkRamp terms as possible to ensure accurate results

  • You may be asked clarifying questions - if so, simply follow the prompts from the AI Assistant in the left-hand menu.

You can also click the AI icon in the right-hand menu of a report and use the AI natural language processing to create dynamic formulas and equations to further analyze your data

How to Filter your data

To add a filter to this data set:

  1. Find the value you wish to filter on (either from the left-hand navigation or from a visible column)

  2. Click on the overflow (three dots) menu next to that value or column header

  3. Click Filter

Depending on the type of data you are filtering, you will have the ability to configure the rules for that filter.

Filter options can include multiple and/or conditions, dynamic date ranges and much more. You can also create multiple filters from any value.

How to Create a Visualization

Once you’ve created a new report with the necessary columns and filters, you can keep that data in a tabular format and simply save (File > Save), or create a Dashboard with that report. Alternatively, you can transform a report into a dynamic and intuitive visualization.

To turn a report into a visualization:

  1. In the menu just above the column headers, click “Chart”

    1. You can always revert back to the Results (table-based version) for additional modifications to your data

  2. Analytics Studio will take a first guess at which chart type is most relevant based on the format of data in the report

  3. You can select or change the type of chart by clicking on the various different chart style icons in the newly-visible menu.

  4. With a Chart, you will have the ability to customize even further by modifying the data tied to the different components in the chart (axis, bars, sections, etc.), changing colors, adjusting labels, adding regression analyses and much more.

If you are newer to Data Analytics and Business Intelligence tools, it may be helpful to coordinate with another internal resource to understand the full functionality available

After the report is created to your satisfaction, you can save this Workbook in your ‘My documents’ folder or share it to the Hub or a folder within the Hub.

Managing Workbooks

How to Add New Reports within a Workbook

Once you’ve created a single report, you have also created a new Workbook. This workbook can have as many reports and/or visualizations as you’d like.

To create a new report or visualization within this workbook, click the “+” at the bottom-left of the screen.

This will add a new query ‘Tab’ to the workbook. Any previously-created reports in the workbook will also display as tabs at the bottom of the screen, which can be reordered, edited and renamed as necessary.

Once you’ve added the new report, follow the steps from above (‘How to Create a New Report). You can create as many tabs/reports within a workbook as you’d like!

After the Workbook has been created to your satisfaction, you can save this Workbook in your ‘My documents’ folder or share it to the Hub or a folder within the Hub.

For more about how to get the most out of Analytics Studio, see these additional articles:

In this article