Ships & Trains

Another Interactive Report ..

Workshop - Ships & Trains Ordered

Building on your Interactive Reporting foundation, this workshop challenges you to create a business report independently using the skills you've developed. The sales manager at Steel Wheels needs visibility into a specific product category - ships and trains - and has requested a report that shows ordering patterns for these product lines across customers and territories. This workshop gives you the opportunity to apply your knowledge without step-by-step guidance, mirroring real-world report development scenarios.

In this hands-on workshop, you'll work more independently to construct a filtered, grouped, and summarized report that meets specific business requirements. You'll make decisions about data selection, grouping strategy, and formatting while following guidelines that define the expected outcome. You'll practice filtering data to specific product lines, creating meaningful hierarchical groupings that reveal patterns across territories and product categories, implementing sorting to organize chronological data, and calculating subtotals at multiple levels to support analysis.

What You'll Accomplish:

• Select the Orders data source and apply the Left Aligned - Nickel report template

• Add required data columns (Customer Name, Order Date, Status, Quantity Ordered)

• Filter the report to display only Ships and Trains product lines

• Create hierarchical groups with Territory as the primary group and Product Line as a subgroup

• Sort the report by Order Date in ascending order

• Add subtotals for Quantity Ordered at both the Product Line and Territory levels

• Calculate and display a grand total for all orders

• Customize page headers and footers with appropriate text

• Adjust column widths and refine formatting for professional presentation

• Save the completed report to the repository with a descriptive name

By the end of this workshop, you'll have demonstrated your ability to create a complete business report independently based on requirements rather than detailed instructions. You'll have practiced the decision-making skills that professional report developers use daily: determining appropriate grouping hierarchies, selecting which measures to summarize, and formatting output for business users.

Prerequisites: Completion of previous Interactive Reports workshops (Sales Territory, Orders NA & EMEA) Estimated Time: 20 minutes

Report - Ships & Trains

Report Guidelines

The following guidelines may help you in creating your report:

• Use the Orders data source and the Left Aligned - Nickel template

• Add text to the page header and footer

• Change the column sizes and refine the report format appropriately

• The report should be sorted by Order Date and should show subtotals for each Product Line by Territory, as well as a grand total.