Overview of Visual Builder - layout, filters, format, calc


The Visual Builder in IntelliBoard NEXT allows you, the IB User, to create your own reports from scratch—without the need to know any SQL programming!


1. Layout Area (Displays the columns, filters, and formatting as you build)

2. Layout Menu (Lists the columns that you can add to the report, Add Field to add datapoints/columns)

3. Filter Menu (Create drop-down filters or hidden filters to narrow the data in the report)

4. Format Menu (Change the look of the report-colors, fonts, and conditional formatting)

5. Calculation Menu (Create stored formula/columns to reuse in other reports)

6. Preview Report Button (See what your new report will look like before finalizing)

7. Preview SQL Code (Review the SQL code for your newly created report)

8. Settings Menu (Change the name, description, and add tags for easy searching)

9. Cancel/Save to Dashboard Buttons (Exit out of the builder-cancel to delete what you created, or Save        to add the new report to your My IntelliBoard dashboard)


The Three Builder Menus:


The Layout, Filter, and Format menus are the three main Visual Builder menus. Within these three menus are all the components needed to build a report from scratch. 


Layout Menu:

Layout>Add Field



The Layout Menu lists all the categories for all the available datapoints available from your LMS, that IntelliBoard NEXT can utilize to make columns in the report. 



Expanding a category displays available datapoints/columns in the category. Toggle on Bulk Mode at the top of the category list to select multiple datapoints/columns.


Filter Menu:



Select "Create" to add a filter to your new report.




Similarly to the Layout Menu, the Filter Menu displays categories with available datapoints that can be filtered.




Selecting a datapoint to filter, you will be directed to available options: Select Type (drop-down filter for selecting individual or multiple options), Hidden (for the setting to be filtered in the background), and Alphabetic Range (filter by selecting a range between A-Z).




Filter operation options: Is selecting required to run the report, will it be single or multi select. Picking "Apply Filter" will create the filter in the new report. 


Format Menu:


The Format Menu allows you to change fonts, add colors, and move around the columns in your new report. Text and background colors, font sizes and bold font can all be selected here. Additionally, Each column can be formatted independently:


Here in column formatting, you can change the column name, freeze the cell, and add text options such as a prefix to clarify data or make the data stand out. You can even add Conditional Formatting, to give certain data in the column a specific look and feel:


Format>Conditional Format>New Rule


Here you can specify certain data points to be highlighted in the column. For example: If I had a column that was reporting how many days since last submission, and I wanted to make any submissions that were overdue by 15 days, I can select the "more" operator and have any days over 15 highlight in a color, a pill, or both.


That's the basics! There is so much more we can do here in the builder with Layout, Filters, and Formatting. Experiment with your own newly created report, or reach out to Helpdesk@intelliboard.net for support, suggestions, or guidance! 






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