Chinese-style Reporting Pro Workflow

Workflow Overview

The Chinese-style Reporting Pro workflow can be divided into four stages: Data Preparation -> Template Editing -> Data Preview -> Report Usage, as shown below:

For a video explanation of this section, see Introduction to Chinese-style Reporting Pro. Please sign in to Guandata Learning Center to watch the course.

Data Preparation

Prerequisite: the required data has already been connected in the Data Preparation module. For details, see Overview of Multi-source Data Integration.

1. In Data Analysis > Target Dashboard, create a new Chinese-style Report Card, select a Dataset, and generate a View.

   Note

   Only the first 20,000 rows are retained in the View for subsequent report creation.

   
   
   

2. Drag the fields you need into the Dimension and Metric areas, then perform preliminary filtering, aggregation, calculation, and sorting as needed.

   Note

   1. To ensure report performance during later steps, only drag in the fields required for analysis.

   2. For ease of use, operations such as aggregation, calculation, filtering, sorting, and creating new fields should be completed in the current data preparation stage whenever possible.

3. If you need multiple Views, click the ➕ icon on the right side of the View to create and edit additional Views.

   You can rename Views using short and recognizable English names to improve readability and make template editing easier.

   

4. After data preparation is complete, click Save and Continue in the upper-right corner to enter the template editing stage.

Template Editing

Enable Chinese-style Reporting Pro

If both Chinese-style Report 2.0 and Pro are available in the system, you need to enable the Pro switch to enter the new editing page.

Note

After a Pro version template is saved, the Card cannot be converted back to a 2.0 report. Proceed carefully.

Online Editing Features

After data preparation is complete, enter the template editing stage and build the template using the formula syntax provided by Guandata together with native Excel formulas.

The template page is divided as follows:

The feature list is explained below:

Feature	Description
Import / Export	Import: import an Excel file directly as a template. Formulas, multiple sheets, conditional formatting, cell styles, and other Excel capabilities are preserved whenever compatible. Export: export the edited online template as an Excel template, while keeping compatibility with native Excel features and formulas.
Home	Supports basic Excel-style operations such as filtering, sorting, cell styles, and conditional formatting. Note: Excel sorting works on static column data. To sort expanded data, use the template syntax property (s=X).
Insert	Supports insertion of tables, charts, shapes, images, snapshots, and more. After insertion, you can click a graphic for further editing.
Formulas	Compatible with 450+ Excel formulas. When content is static text, the editor can display either formulas or results. Note: The formula display feature lets you verify the actual scope and logic of formulas after each template editing step, making it easier to check both calculation results and the calculation process.
Data	Supports grouping, filtering, sorting, text-to-columns, and related data operations.
View	Supports view-level configuration such as titles, gridlines, and frozen panes.
Settings	Supports configuration of table properties, including the table itself, sheet tabs, scroll bars, and more.
Card Settings	Supports pagination settings, special value replacement, title settings, and card style settings. For details, see Card Settings.
Multi-source Association	Supports multi-source data association. It is not recommended unless required, because preview performance may degrade significantly as data volume grows. Whenever possible, perform the association earlier in Data Integration or ETL. When a View is used for association, create a copy first. Fields in the associated View are then displayed according to the association result. The configuration method is the same as the ETL join operator.
Edit Cells	A: After selecting a cell, you can edit the cell formula and content in the formula bar. B: To configure a cell as a template cell, right-click and set it accordingly. Template cells display a blue corner marker in the lower-left corner. For template cells, you can double-click to configure dynamic attributes. For details, see Chinese-style Reporting Pro Template Guide. C: Right-clicking a cell also supports operations such as inserting comments.
Multiple Sheets	Supports multiple sheets, as well as configuration options such as hiding and protection. You can use template fields to dynamically name and expand sheets.

Data Preview

After template editing is complete, click Preview in the upper-right corner to view the generated report in real time, then save it after confirmation. If you need to switch pages, make sure to save the current edits first.

Report Usage

For successfully created reports, click the Card management icon in the upper-right corner of the Card. The drop-down menu supports multiple Card functions such as interaction configuration, subscription creation, and data export. For details, see Card Management.

License and Switch Notes

1. Chinese-style Report 2.0 and Chinese-style Reporting Pro use separate licenses. They do not affect each other and can coexist. For purchase or upgrade inquiries, contact the Guandata business team.
2. When licenses for both versions exist in the system, you can configure which version is used by default when creating a new report in the admin management interface.