Imagine for a moment that all the data you have is in a big Excel spreadsheet where you can do all kinds of sorts, filters, calculations and charts.
It’s all possible in NexOne Office (GIMMI Web). The platform allows you to manipulate, extract and produce endless lists, reports and statistics from your data.
You will find below the steps to follow to produce a simple interactive report and manipulate it.
Situation:
I want to know in the sales made in the last 24 months, the average number of days between the registration date and the sale date; grouped by the first 3 characters of the property's postal code in order to target my next advertising campaign.
Creating your report:
1. Selection of the basic report
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The customization of a report is started from an existing basic report. Select the report with the data closest to what you want to extract. |
For our example we will use the detailed transactions report: Transactions > Reports > Transactions - Detailed
2. Selection of columns to display
Click on Actions and on Select columns
On the left side of the window you see the columns that do NOT appear in the report, the right side displays the columns that appear in the report. Select a column name and use the '< & >' arrows to move them from one side to the other.
You can change the order in which the columns are displayed in your report by using the arrows on the right side.
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You can use the CTRL or Shift keys to select more than one element at the same time |
For our example, we will only keep the MLS #, address, listing date, transaction date and we will add the sold price. Click on Apply. The report will be generated with the columns you have just selected.
3. Selection of filters
-Clear existing filters from the base report by clicking on the "X" to the right of the filter.
-Create a new filter to keep only transactions from the last 24 months
In the Actions menu, select: "Filter".
Under the "Column" field, select the column: "Transaction date".
Under the "Operator" field, select: "Is in the last".
Under the "Expression" field, enter: "24" (for 24 months).
Select the "Month" time unit in the drop-down list to the right of the Expression field (for 24 months).
Click on Apply.
A new active filter "Transaction date is in the last 24 months" is added at the top of the interactive report.
-Create a new filter to keep only transactions that have a listing date.
In the Actions menu, select: "Filter".
Under the "Column" field, select the column: "Listing date".
Under the "Operator" field, select: "is not null"
Click on Apply.
A new active filter "Listing date is not null" is added at the top of the interactive report.
4. Add columns
-Add a column: the first three characters of the postal code.
In the Actions menu, select: "Format> Compute".
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This function is used as in Microsoft Excel to create a formula from existing data |
Under “Column Label”, enter “3 first char. of postal code”
In the "Computation expression" field, enter "Substr (BB, 1, 3)".
Click on Apply.
A new column "First 3 char. Of postal code" is added to the report with the first 3 characters of the postal code of each of the properties.
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'BB' is an alias and refers to the "Postal code" column (your alias might be different). Under "Columns" you can see the list of all the columns with their aliases. They can be used to perform both simple and complex computations (i.e difference between asking price and selling price, number of days the property is on the market, etc.). |
-Add a column: the number of days between the listing date and the transaction date.
In the Actions menu, select: "Format> Compute"
Under the "Column Label" field, enter "Nb of days"
Under the "computation expression" field, enter the following formula: "I - CA".
Click on Apply.
A new column "Nb days" is added to the report with as value the difference between the transaction date and the registration date of each of the properties.
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Note: 'I' and 'CA' are aliases and refer to the "Transaction date" and "listing date" columns (your aliases could be different). You can see your aliases in the list under the caption "Columns". |
5. Group data
-Group transactions by the first 3 characters of the postal code.
In the Actions menu, select: "Format> Control Break".
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This function is used to break a column of a report. |
Under the "Column" field, select the column ''** 3 first char. Of the postal code"
Click on Apply.
The report is regenerated immediately; grouping the transactions by the first 3 characters of the postal code.
6. Calculate an average
-Calculate the average of the number of days based on the first three characters of the postal codes.
In the Actions menu, select: "Format> Aggregate".
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This function is used to calculate sums, average, maximum, median, etc. from a numeric or currency column in a report. |
Under the "Function" field, select: "Average".
Under the "Column" field, select: "** Nb days".
Click on the Apply button.
The report is regenerated immediately by adding to the last line of each grouping by postal code, the average number of days elapsed between the listing and the transaction date.
7. Save your personalized interactive report
If you want to reuse your personalized report, you can just save it.
In the Actions menu, select: Save report and enter a representative name (the description is optional).
You can reuse it at any time by going back to "Modules> Transactions> Desktop> Detail button" and clicking on the "Reports" drop-down list. Your report appears at the bottom of the list in Private Reports.
Your first interactive report is over!
CONVERT THE RESULT TO A GRAPH
As it seems heavy to me to go through each of the pages to know the average number of days per postal code, nothing better than to represent in a graphic form the result of my work.
In the Actions menu, select: "Format> Chart".
This function allows you to easily represent in graphic form, 2 data of my report with a function.
Type of graphic: horizontal or vertical stick
Under the "Caption" field, select: "** First 3 char. Of the postal code", Axis title for the caption: "Postal code".
Under the "Value" field, select: "** Nb days", Axis title for the value: "Days".
Under the "Function" field, select: "Average".
Under the "Sort" field, select: "Value - Descending".
Click on the Apply button. The graph is generated immediately
You can at any time click on the 2nd button to the left of the Actions menu to return to the list and at any time click on the 1st button to the left of the Actions menu to return to the graph.
It is possible that there is not a value on the axis for each of the rods. To display the number of days versus a postal code; you just have to hover the mouse pointer over the stick and you will have the postal code and the average of the corresponding number of days.
Modify the chart
To modify the layout or sorting of the chart, all you have to do is click on the "Edit chart" link which is located among the filters.
If you want to have the same statistic but by city instead of the postal code, it's simple; Just click on the link "Edit chart"
Select, under "Label", "City" (Change the title of the label to "City").
Click on the Apply button. The graph is regenerated immediately but displays the average number of days per city instead of the first 3 characters of the postal code.
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Congratulations! You have made your first interactive report! |