Creating visuals on Report with custom Queries

Overview

PersivX allows you to create visuals using the standard drag-and-drop feature, as well as by writing your own custom queries per tile. Visuals created with custom queries do not restrict any feature, i.e. you can still allow users to filter using filter components, paginate data, drill down into data, run AI models etc.

Info

A single report can have multiple tiles, with some tiles created using the drag-and-drop feature, and some created with queries. Users will still be able to interact with all the visuals - without experiencing any difference between them.

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Creating the first visuals

STEP 1:
Click and drag in an empty area on the canvas to create a new tile.

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STEP 2:
Click on the tile menu, under "Query & Transform", click on "Use Query to fetch data"

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STEP 3:
This will open up the query editor. Write the query to fetch the desired data.

Info

Query will be run directly on the database. Hence, you can use any macros that are available in the connected datasource - even the ones custom created at the data source levels.

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STEP 4:
Click on "Run & verify query" to ensure there are no errors in the same.

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STEP 5:
As soon as you click "Save", PersivX will build the visual, and show the column in the customization panel. You can now proceed to customize this visual as if it were created using the standard drag-and-drop method.

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STEP 6:
Lets arrange the attributes in the correct box, convert it to a a bar chart and customize the look and feel.
This steps are exactly the same as one we saw in the Customizing Visuals section.

You can use any visual type and even create pivot tables, just like you do with the drag-and-drop method.

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Next, lets look at allowing users to filter query based visual.