Using Self-service Data Retrieval
Overview
Self-service Data Retrieval provides flexible ad-hoc querying and report generation capabilities for business users, including those without a technical background. On the preview page, users can build the report they need by selecting fields and applying filters directly.
User Guide
Generating Reports
End users can retrieve the required data immediately by selecting the fields they need.
In the field pane, users can search for selected fields and also use Select All, Invert Selection, or one-click deletion.
The current number of selected fields is displayed in the upper-right corner of the table. Users can also use Field Configuration to set row and column dimensions and adjust field order. For related operations, see Field Configuration.
Data Filtering
On the preview page, two filtering methods are supported:
- Filter: Filters in the filter bar;
- Header Filter: Table header filtering.
For details, see Data Filtering.
In addition to these two methods, users can also rely on pre-filters configured in the editor. See the Default Filter (Pre-filter) section in Creating Self-service Data Retrieval for details.
Advanced Sort
Besides filtering, users can also sort report data on the preview page. The configuration logic is the same as Advanced Sort in the editor. For details, see Advanced Sort.
Exporting Reports
If users need to save data from Self-service Data Retrieval, they can export the result set. Guandata BI also supports applying filters during export and saving the filter conditions into the exported worksheet.
For example, in the case below, select "Save card filter conditions to worksheet body" in the "Export Options," turn on the "Batch Export" switch, add a filter, and filter data for "Yunnan Province."
Data Retrieval Template
When using Self-service Data Retrieval, you can save the current query result as a Data Retrieval Template. The system stores the current field selection, filter conditions, sorting, styles, and related settings in that template.
Click Data Retrieval Template in the upper-right corner of the page, then click Save Current Result as Data Retrieval Template. You can also select Set as Default and Set as Public as needed.
- Set as Default: If multiple templates exist, the default template is displayed first.
- Set as Public: Administrators and page owners can mark their templates as public. After that, all users with permission to access the page can use the public template directly.
Later, users can directly reuse previously saved query results by selecting the corresponding template.
View Details
If users want a more focused view of the report, they can click View Details to enlarge it.
More Features of Self-service Data Retrieval
In addition to the editor, the preview page also supports options such as auto-refresh, merged cells, and column grand totals. Some of these settings are generally consistent with the control property settings described in Creating Self-service Data Retrieval.
The logic of View Query Statement is the same as View Query Statement in Dashboard card management. For reference, see the relevant section in Card Management.
For details on "Viewing Resource Lineage," see Resource Lineage.
Other
For more content about Self-service Data Retrieval creation, please visit the Guandata Video Tutorial Website.