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How do I create a Reports action?

Dataflow Actions

What's covered in this article?

What is Dataflow Automation?

Dataflow Automation provides organizations Big Data capabilities including long term storage, data management, processing and integration without having to invest millions of dollars and a dedicated team.  

Click here for more information on Dataflow Automation.

What is a RecordSet?

RecordSets are storage locations for data saved within a Dataflow. These RecordSets and the actions associated with them are the foundations for Dataflow Automation.

Click here for more information on RecordSets.

What is a Dataflow Reports action?

The Reports action enables records to be pushed to our customizable reporting and dashboarding service. When using the Reports action, records may be pushed to an existing table or a new table may be made from within the Dataflow Automation interface.

How do I create a Reports action?

To create a Reports action, please follow the instructions below.


STEP 1

With your Dataflow loaded, select the RecordSet that will push records into Zerion Reports. 

Reports-Action-Step-1.png

Step 2

From the Actions drop-down menu, select Reports --> Zerion Reports.

Reports-Action-Step-2.png

Step 3

Enter a name for the Zerion Reports Action. PLEASE NOTE: This name will be displayed on the Dataflow.

Reports-Action-Step-3.png

Step 4

Select your Zerion Report DB from the drop-down menu. This will auto-populate the Zerion Report Table drop-down menu below. To create a new table, refer to STEP 5 (New). To use an existing table, refer to STEP 5 (Existing).

Reports-Action-Step-4.png

Step 5

NEW: Enter a name for the new table that will be created. Once entered, the Dataflow Builder will attempt to create a template table if the parent Dataflow contains records. Otherwise, a blank text area will be shown where a sample record may be pasted.

Reports-Action-Step-5-New-A.png

Next, click the Create Table button.

Reports-Action-Step-5-New-B

Once completed, the newly made table should be selected in the Zerion Report Action drop-down menu.

Reports-Action-Step-5-New-C.png

EXISTING: From the Zerion Report Table drop-down menu, select the table to be used. The body template will automatically be generated based on the columns in the table. Modify the Value column as necessary to map the record fields to the appropriate table columns.

Reports-Action-Step-5-Existing.png

STEP 6

Select the type of action to be done from the Zerion Report Action drop-down menu.

Reports-Action-Step-6.png

There are four available options:

  • Add a Single Row - insert a new row into the reporting table.
  • Update - update row(s) in the reporting table based on criteria.
  • Update or Insert - update row(s) in the reporting table based on criteria, but if no records match then insert a new row.
  • Delete - remove the row(s) in the reporting table based on criteria.
STEP 7

If you want the Dataflow Builder to create new columns based on incoming records, activate the checkbox labeled Automatically Add New Columns.

Reports-Action-Step-7.png

STEP 8

Click Save.

Reports-Action-Step-8.png

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