Performance report represents a powerful source of different statistical information, allowing to get answers on many different questions. The default report form looks as following:
In general, it allows to get information about rates, amounts and volumes for any period of time with regard to units, work types, clients, client categories, work fields and work field categories, in any order of these classification groups. For example, it is possible to build a table (and chart) showing average rates in 2016 for translation jobs counted in words; or proofread volume in 2014-2016 for the client X in IT field both in words and hours. Settings are very flexible, allowing to setup report for many different cases.
The window is divided into three areas: pivot table (left top), chart (left bottom) and settings pane (right). The table contains all the data according current settings. Here you can view resulting values, expand and collapse groups (both in column and row), and select necessary rows to build a chart.
All the setup is done in the setting pane. In its turn, it also has few areas. The top area contains hidden fields. These hidden field are split by folders:
You can drag these field to one of the areas below. For example, fields from the Values folder are better to move to Data area.
And below hidden field you can find four boxes, where you can drag and reorder items: Filter area, Column area, Row area and Data area.
Filter area only affect on the data displayed in the table. For example, if you would like to only display Words in the report, but don’t need to have grouping by units, then drag and drop Unit field into this area. It will appear in the top left corner of the table. Then you can use filtering system to exclude unnecessary data from the report:
Column area contains X axis data. In the example, it contains years and months, so you can see how the particular value is changed over time. But it is possible to change it. In the following example we’ve put Customer field into row area, and Work type and Unit fields into column area, getting a report which show translation volumes for each customer.
Respectively, column area corresponds to the Y axis (or column of the table).
Both row are and column area may contain multiple fields. In this case the data will be grouped in the order of fields in that group. So please pay attention into the order you add fields into these areas.
To expand or collapse groups, you may use triangles near each group. Also you can expand or collapse the whole level by right clicking near the triangle and selecting Expand all or Collapse all.
The last area is the Data area. It may contain only three fields: Rate, Volume and Amount (in other words, only numerical fields). It also may contain only one or all number fields. The only note here is that building a chart, when data area contains few measures, leads to losing a sense of a chart, because it may not contain different data simultaneously. But having a number of measures may be useful when only viewing a table, without building a chart.
To build a chart, simply select necessary rows or cells in the table. In the following example, we build a translation amounts chart on per-customer basis. To do this, we put Year into column area, Customer – into column area, and Amount – into data area:
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