Add and Edit Report Content

After youcreate a report, you can configure data fields, filters, and how data appears to viewers. When you finish,save your report.

After you create a report, you can configure data fields, filters, and how data appears to viewers. When you finish, save your report.

Data Selection

Select fields to include in your report and arrange them in the order you want.

Data fields are grouped under subheaders. You can search for a field using the search bar, or expand a subheader to view its fields.

• All Fields: Shows all available fields in the current Explore.
• In Use: Shows fields currently added to the report or selected as filters.

Add and Arrange Fields

Add fields to build your report, then reorder columns as needed.

To add a field, select the field name. The field is highlighted and added as a column under the Data section.

To reorder columns, select a column header in the Data section and drag it to a new position.

In the Data section, dimensions cannot be moved to the right of measures, and measures cannot be moved to the left of dimensions. If you need a different layout, reorder fields in the Visualization section.

Remove Fields

Remove fields you no longer need from the report.

To remove a field, select the field name in the field list, or select the Gear button next to the column header and then select Remove.

Field Selector

Use the field selector to choose dimensions and measures, and to access additional actions for each field.

1. Field Types

Field types determine how data is displayed and summarized in the report.

The field selector includes two types of fields: dimensions and measures. Select fields to add them to the Data section. You must add at least one field to run a report.

2. Custom Fields

Create custom fields if your plan includes this capability.

Emburse Analytics Pro customers can create custom fields and table calculations by selecting +Add.

3. Other Actions

Use field actions to pivot data, add filters, or review field details.

The field selector includes action buttons for additional options.

• Pivot: Moves a dimension field horizontally in the Data section so each value becomes a column.

• Filter: Adds the field to the Filters section so users can filter results.

• Information: Shows field details such as field name and data type.

• More (Three Dots): Opens additional options, including creating custom fields (Emburse Analytics Pro only). For more information, see Looker custom fields documentation.

Visualization

Choose how report results display, including table and chart formats.

Select the Visualization section to control how the report appears to viewers.

Select a visualization type in the header to change the chart or table displayed.

In the Table visualization, you can reorder columns by dragging a field to the position you want.

Advanced Visualization Editing Options

Use advanced settings to adjust formatting and display options for the selected visualization.

Select Edit in the visualization to access advanced settings.

For detailed information about all visualization settings, see Looker visualization types documentation.

Plot Settings

Adjust table-level display options for the visualization.

• Table Theme: Changes the colors and theme of the visualization.
• Show Row Numbers: Shows row numbers on the left side of the table.

Series Settings

Adjust field-level display, including labels and formatting per column.

• Show Full Field Name: Displays the subheader with the field name, such as changing “Full Name” to “Expense Owner Full Name”.
• Customizations:
  • Relabel column headers by expanding a field and entering a new value in the Label field.
  • Adjust formatting options such as shading, font, and display format for each field.

Formatting Settings

Adjust color collections and conditional formatting rules.

• Collection: Changes the color collection used by the visualization.
• Enable Conditional Formatting: Applies color rules to cells based on conditions, such as a red, yellow, or green indicator.

Filters

Add filters to control which results appear and to give viewers options when they run a report.

After you add a filter, use the drop-down menus in the Filters section to configure filtering options. Viewers and Creators can adjust filters when running a report. Only Creators can set default filter values when editing a report.

You can add filters without default values so users can set them when running the report. You can also add filters with default parameters that apply automatically when users run the report, and users can still adjust them if needed.

Complex Filter Logic

Use nested operators to build advanced filtering rules in reports and dashboards.

You can create nested AND and OR operators for more control over results. For details, see Looker and-or filters documentation.