Отчёты позволяют работать с актуальными данными из нескольких таблиц на одной странице. Вы можете объединить ключевые задачи и вехи в общую сводку для заинтересованных лиц или создать разнообразные представления для различных инициатив.
Если обновить данные в отчёте, соответствующие таблицы тоже автоматически обновятся, и наоборот. Можно создать строчный отчёт по строкам и столбцам таблицы или сводный отчёт по полям сводок.
Благодаря группированию и сводкам в отчётах можно быстро объединять данные из разных таблиц и выполнять вычисления.
Вы можете легко делиться отчётами с пользователями, имеющими доступ к таблицам, данные из которых используются в отчётах. Отчёты можно публиковать или отображать на панели мониторинга, чтобы представлять аудитории только информацию общего характера без доступа к исходным данным.
Типы отчётов
Reports are bidirectional, meaning the information updated on a report automatically updates back to the underlying sheets and vice versa.
You can send, share, and publish a report like a sheet. You can also edit, group, summarize, and sort the data in the report.
- You can share reports with anyone also shared to the underlying sheets populating the report.
- If you don’t want to share the underlying sheets with your audience, publish your report or display it in a dashboard. This way, you ensure your audience only sees the high-level information you want to display.
Note that because it doesn’t store any information, reports only display information stored in sheets. That’s why reports don’t count against the sheet limit for your plan.
Your report can source data from a maximum of 30,000 sheets.
Two types of reports are available: row reports and sheet summary reports.
Строчный отчёт
With Row Reports, you can aggregate row information from multiple sheets. For example, you can create a report to see all your high-priority incomplete tasks pulled from multiple sheets.
Сводные отчёты по таблицам
With Sheet Summary Reports, you can display summary data from multiple sheets. Sheet summary reports are a great way to get a high-level overview of multiple projects or to highlight portfolio-level metrics in a dashboard.
These reports aggregate sheet summary fields from one or more sheets into a single report to surface key metrics based on report criteria.
Build a row report
Создание отчёта по строкамОбъедините данные строк из нескольких таблиц в один отчёт по строкам. If you need to add multiple sheet summaries into one report, create a sheet summary report.
Создать строчный отчёт
- Select the Browse tab, then select Workspaces.
- Find the workspace you want the report to live in. Select the workspace name to open it.
- Выберите Create a copy (Создать копию).
- Выбрать отчёт
Then select the Row Report option.
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Configure the report
If you are working with large amounts of data, consider applying additional summary filters to the report during configuration. Sheet name, Created (date), and Modified (date) can limit the data included and help your reports run more efficiently.
Исходные таблицы
Source sheets are the sheets you want to pull in data from for the row report. You can have up to 30,000 source sheets for the report. You cannot use reports as source sheets for other reports.
Отображаемые столбцы
In the columns displayed dropdown, select the columns from your source sheets that you want to add to your report. You can have up to 400 columns selected.
Условия фильтра
Set filter criteria to filter the data that gets pulled into your report from the source sheets. Only the data that meets your filtering criteria will be displayed in the report.
Группа
Organize your data into groups which help you easily access the information you need.
Сводные данные
Summarize your data by defining key metrics to help you make informed decisions. Summary data is always displayed in the grouping row and cannot be formatted differently.
Сортировка
Sort the data in each group in a particular order: Oldest to Newest or Newest to Oldest.
Work with source sheets in reports
On a new report, the source sheets selection window is open by default. If you're editing a report, select the Sheet tab from the navigation bar.
This list includes sheets that you've created or that have been shared with you. You can find sheets by scrolling or typing into the source sheets search bar.
You must select at least one sheet, folder, or workspace from the Sheet tab before the other options (Columns to Display, Filter Criteria, Group, Summarize, Sort) become available in the report builder.
Your report can source data from a maximum of 30,000 sheets.
Consider using the Modified and Sheet Name filters in your report. These help to keep the scope as small as possible, which could significantly improve the report's loading time.
Необходимо учитывать изложенные ниже моменты.
If you select a folder, new sheets added to that folder after you've selected it won't be included in your report. To include newly added sheets, remove the folder from the Sheet tab and then add it back.
Use a workspace if you want your report to always include new sheets.
- Formatting (cell, font color, background color, bold text, and so on) in a report is based on the formatting in the source sheet.
- Reports don’t display row hierarchies from the source sheet.
- You can’t modify cells containing formulas from a report. You must modify them in the source sheet.
- Pulling numerous data into a report can increase load times. Add filters to your report to reduce the data and decrease load times.
Work with start and end dates in reports
You can't edit end dates for rows in the report's underlying sheets because they're automatically calculated based on the dependency settings. Edit the start date and duration in the source sheet to automatically recalculate the end date.
You can't edit the start date of a task driven by a predecessor from a report. Instead, change the start date or duration of the predecessor task to automatically recalculate the dates associated with dependent tasks.