 Okay, going live. Hello everyone. So I am Sanjay Gupta and welcome you on Sanjay Gupta Tech School. So this is day 16 and I have Ankit with me. So Ankit will be delivering one more concept related to Appian. And like today will be the last topic that Ankit will be delivering. So I think all these 16 session will help you out if you are planning to work with Appian, want to build your career as a consultant in Appian, right? So everything practically, Ankit demonstrated you. So you can go through all the sessions. And I think in this session, he will be talking about reports, right Ankit? Yes, yes. Okay, so like I just want to hand over Mike to Ankit so that he can start with the session. Okay, sure, thanks. So if you want to check all the recorded sessions so you can go through the CodeMestro YouTube channel and we will get all the recorded session and any other if in related videos as well. And if you have any query today or in future, then you can put in the CodeMestro Telegram channel. So whenever we have, we will reply or we will answer your questions. So in our last sessions, we learned about Appian records. So now today we will learn about Appian report, okay? So like records, records are to display the data that is stored in database related to entity and it's related tables and others. So to display that, we create records. So now if there is a requirement to display the multiple and related entities like, suppose there is a employee and employee is working on some of the tasks and tasks have some different status and if one to get the aggregated data like in form of charts, in form of tables, grids. So for that purpose, we use report, okay? And like in Appian, we have the data in process instances as well, right? So to get the data from process instance and to display that also, we create reports. So if I talk about the type of report, so in Appian, we generally have three type of report. First is process report, then tempo report and task report, okay? So process reports are related to process models, okay? So suppose I created a process model and I run multiple instances. Like, you know, that there is a process model to where employee is putting the information and then it is going for approval and so on, okay? So for the process model, there might be multiple instances, live instances and all live instances have some data, okay? So to use that data, to display the data, we create the report. That report is process report. So process report can also have multiple sources or multiple type. Like if I want to get the process related data like who started the process, what is the value in the particular process variables, okay? And all process related functions, then we create on basis of a particular process instance, okay? If I want to get the data for a particular user, okay? Like this is the logged in user, I want to get the data related to the particular logged in user, then also we use the process report but that will be on a user basis, okay? It can be on group basis or task basis as well. So suppose in a particular process model, there is a UI or user input task and I want to show that to the particular user to whom it is assigned, okay? So for that we use process report that is the type of task report, okay? So like for this purpose, we use the process report and you know that we have a tab, the monitoring tab, okay? Then you can see all the processes instances, okay? All the live process instances will display here, okay? Whenever we run the process instance, that will have process name, process name is the dynamic name, okay? And process modeling that is the static name and if there is any error who started this, if there is an active task or start time and time and we can show other details as well, okay? By clicking on this. So this is the APNs built report, okay? Similar type of report we can create in using the, you know, from our self also by using different functions or process variables, okay? So those all reports are process report because the source of the data is process instance in that case. Second is tempo report. So suppose there is a data that is in database table or there's some data that is coming from third party system and we want to aggregate the data or we want to display the data. Suppose we are creating some KPIs, some metrics says, okay? So for that we need some aggregated data, right? So to display the data in the charts format, metrics format, KPIs format or like in grids or tables, we create the tempo report. And why we call this a tempo report because we have a tempo interface in APN, right? And on tempo interface, we have one tab that is report tab. So if this report will automatically display there on that tempos report tab, okay? Third is task report. So suppose there are some tasks assigned to user and I want to display those tasks, okay? So we create the report as task report and in this tempo report and task report, first we create the interface, okay? And in interface we define the charts, the grids and everything that we are needed and then we configure that in report. And to define if it is a tempo report or task report, we have only one checkbox. So if I click that checkbox, so it will be created a task report and it will be displayed on the tempo tab of the APN, okay? So it will display on the task tab of the tempo, okay? So in that case, it won't be displayed in that report tab. That's why it is task report. So with all the tasks that is assigned to me, I can see this task report as well on that task tab, okay? Now APN charts, so as I told that in tempo report we define display a lot of multiple type of charts. So that charts can be like, you know that a file chart or a column chart or bar chart, okay? So those charts we can create in APN by using the data that we are getting from different sources, okay? So to display the aggregated data. So APN support multiple type of charts, like file chart, bar chart, column chart, line chart, area chart or scatter chart, okay? So if I talk about the whole display interface that I'm creating AB report, okay? So if I want file chart, okay? So you can see here we have file chart and you can see directly from here when you're over on this one and if I want to use this, I can drag, okay? So this is file chart that APN built automatically to stack the data to use our own data. We can go to expression editor and we can define its name, life support, this is showing some employer divisions like that, okay? We can show and chart series. So you can see here we have three chart series that can be more also like currently we have one, two and three. And it display like this third chart series have this amount of data then one have this one and this two one, this one, okay? So you can see here we have chart series that is defined and this one have data one that's why account one that's why it is small, right? And this is two, three, if I increase the size so it will increase this one. So now you can see one have this much area. So like this, we create the pie chart. There are more configurations of parameter that this pie chart have like so data labels. If I want to show the data labels, it will display, we can use this one, okay? And you can see from here like what all values we can use it can be a default or true, okay? So default is false then if I want to then I can, okay? Now you can see it is, we can see the numbers also, right? Two, three and then eight one, right? So like that we can use other parameters as well. Like we can give the help tool tip if I want to put the condition so when we can use this one if I want a different style like different colors combination we can use the color scheme. So all these things we can use here. If I want to increase or decrease the height that also I can do, okay? So we can use these parameters, okay? And we can define whatever data we are needed and whatever format we want, okay? So we can define in this one and we can use this chart. So in APN it is very easy to use that particular chart to create this one. We just need a data and once we have data it will be easy for us to display that in this chart form. Similarly, we have other type of charts as well. Like if I talk about column chart so we have column chart, okay? So now you can see we have the data in column format. If you want to configure the parameters or data you can use currently it have only one chart series, right? If I want to use multiple chart series I can use this one. I can give the name like two. It can be like two, three, four, okay? So like it is two different different data, right? So we are creating the chart series. If you want to show this in stack format instead of this type of format then also there are some parameters that you can define and you can use. So this is supposed as I was talking about stacking so you can define this one, okay? So like if I give normal I have to just click on this one and now you can see it is coming in the form of stacks, right? Similarly, we have other parameters like in pile chart we can define here as well. If I want to make it as clickable chart so that once I click on this particular one some of the data will be visible related to this particular slice, okay? That also we can do and for that APN chart support the links, okay? So we can use the dynamic link here and we can make it as a tree label, okay? So once I click on that particular one the data will display. You can display that in the grid format or any other format that we can do. And you can define the color schema and height and other parameters also, okay? So this is similar to the other chart only. Suppose I want bar chart, okay? So in bar chart also the configurations are same as column chart just the display the way of display is different, okay? In this one also we can define the multiple chart size in this also we can make it as clickable so that you can click and can check the data and other parameters also that parameters you can see from here, okay? So all parameters are same as column chart, okay? So we can define use this one also as per our requirement if we need column chart to display the data we can use the column chart if we need this type of chart then we can use this type of charts as well, okay? Next if I talk so it's support line chart so in this one also it is supporting, you know in some of the cases we are needed this type of chart where we are showing the numbers on a particular year or a particular location something like that. So in that case we use line chart, okay? So in that one also we can define the multiple chart series as well and it is like a state line but it depends on data so if data is something different so line structure can be changed as well, okay? So those all things we can define from here like if I want other chart series I can simply define from here so now it will have so you can see now we have two lines, okay? On category one, category two there are some points category three and in left side on vertical bar you can see the numbers in left or in the horizontal one you can see the name like suppose I was showing the data like countries population in 2011, 2021, 2021 so something we can do here, okay? So like that if you can support other charts as well like if I talk about area chart you can see here if I want to define the particular area the form of area so we can use this one if I want to use multiple charts here also we can use multiple charts there is no any issue and other parameters are same as we use in line chart, okay? And we can define the color scheme and other things that we can define in this chart also so everything else is same just you know that in each and every chart we just once we have the data it is very easy so we have data in the formatted form like suppose the data in the multiple tables so we need to create some time the database view or restore procedure to get the data the data is coming from third party see we have to convert the data into the formatted form in which we are needed the data into the chart other things are very simple in APN charts we have to just configure that know that the parameters that are needed there is nothing else like the other chart as well that I can show you it is scatter chart so now we do not have a data in this one but if you check this one so we have parameters similar to the other if we have data then it will display it it have label, title whatever parameters are there other charts it is similar but something different like it have grouping secondary grouping, primary grouping measurements and all that are needed to display the particular point at a particular location that we can do there but other things like that color schema and all we can display in this one as well so these are chart that APN supports now in APN APN supports two type of grades read only grid and add table grid so sometime we need to display the data user want to come and update the data just user can see the data in some of the cases in that we use the read only grid and in read only grid APN supports the pagination also so suppose there are 100 rows in the database table and on one page we want to display only 10 rows when user click on forward link or another something like button it will move to the 11 to 20 or 21 to 30 something like that so APN supports this out of the box we no need to create the different code for that so that read only grid supports that particular so if I show you how you create the read only grid so now you can see here we have this read only grid and if I open this one this one have grid pin I have to put the data here and if the data will be dictionary format like suppose there are employee details that I want to show into the particular grid so I have to use that into the dictionary or the CDT format so first I have to pass the data from the query entity using the query entity from database table or records or third party system and we can use that and we can define the columns as well from here suppose the particular grid needs 4 columns so we can define those 4 columns if the particular grid need 5 columns so like employee name employee salary that I want to display we can simply display from here ok so like this we create the read only grid the other type of grid is editable grid sometimes we need to allow user to update the data so we can give a drop down or free text so that user can go and can update the data can upload some document so for that we create the editable grid ok so in editable grid user can update the data but it does not support the out of the box you know the page itself for that we create it manually ok in APN that we can do by using some links, by using some images we can do that and to create the editable grid we can simply go here and can create so now you can see we have this editable grid and these are the parameters that we need to configure so like we define the header cell to define the particular column name ok if we are needed multiple columns in the particular grid we can use multiple columns here ok so as many as columns we are needed into this grid we can configure by using header cells ok if I want to fix that change the width of the particular columns for that we can use the column configurations to create the data into this particular one we use the rows ok in this one we can use a grid row function so it will create a row if we want multiple rows then we can use the looping function in this one as well and it will create the multiple rows if I need I want to allow user to add new row by user itself so for that we can give the dynamic link as well that you can support we can use this parameter dynamic link ok so once you click on that particular link we can append the value in the particular dictionary and it will add the new row ok into that one so suppose if I ask a user to allow the documents so user have 10 documents some user have 5 documents and some have some different number of documents so we can use this particular functionality in that case so these are two types of grids now we can talk about APN sites so we talked about tempo we talked about reports records ok so tempo is the APN defined interface right we have defined tabs there it have actions it have records, report, tasks ok so all news all are this APN ok but sometimes our client does not want to use this out of the box you know that tabs because some you know some of the users do not understand the meaning of this one so we use the APN sites APN sites are similar to other type of sites that have you know completely dedicated to a particular application so we can define branding for a particular application we can define the name of the site for a particular application and we can define specific application specific ok so completely dedicated to the particular application or customer so whatever branding or anything else customer want we can define them in this one ok this does not have any out of the box so this is a particular type of interface other than tempo that APN support third type of interface that we have is portal so you know that we discussed about tempo we discussed about sites but all of these things we need user to login into the system ok so only authenticated user can access the sites or tempo if suppose there are unauthenticated users that want to access the APN site or sample they cannot do so suppose there is a case so we are creating an application for all of the taxpayers in India ok and the taxpayers want to come and can fill the details and then the particular department like income tax department or can see the data can approve the things ok and can perform the internal activities so if I talk about like you know that the countries each and every person who pay the tax so there are a lot of you know users so for each users we cannot take the APN license because in that case it will be very costly ok so we need unauthenticated access in that case ok so that APN so that user can directly come and can submit their request or submit their income tax form and for internal purpose like internal income tax department can use the APN sites and tempo so for this we create the portal ok so portal we can say is the interface for unauthenticated user where we no need to login into the system so it directly get the data from APN you know APN's records, APN's database or APN processes but with the help of APN record functionality or APN's web APIs ok so we can directly use the web we can create the web API and we can get the data on the portal interface directly and if I want to save the data in that case also I can use the record ok so that it will store the data into record that we can that will be stored in the database directly and I can use the web APIs also to store the data ok so like for this type of purpose we use the portal so like a newer feature in APN that comes like you know one year back only so these are three main interfaces that APN support, APN support one more interface that is embedded interface that we can call so in that one support there is already built website or any of the portal where client is not using APN but we want to display some components of APN on there or no already built like HTML or javascript based portal or website in that case also we can embed our APN component directly there with the help of javascript provided by APN and some keys so that we call as embedded interface ok if I want to use any of the websites or any of the portal directly into APN so APN support iframe also we have web content field ok so in that one we can display the data from there or display the interface of the that is not part of APN ok but it will work similar that we work on that particular portal directly so this is all about APN interfaces reports records that we discussed so this is all about basic of APN that we covered so you can go through the sessions one by one and if you are already watching the sessions if you are already learning the things so you can learn these particular things as well and wherever you are query you can put on our telegram channel or you can email us and if you still do not have instance so you can request on our telegram channel or you can put your details you know this Google form ok so with this note thank you everyone and I want to hand over to Sandesh yeah thank you Ankit for sharing all the sessions so I think this whole boot camp will be helping folks those who are enthusiast for APN technology so thank you so much for sharing all your knowledge and I hope like soon we will see some positive feedbacks from viewers like if by watching this boot camp they will be getting some jobs right ok thank you Ankit thank you everyone for attending those who have joined all the sessions and those who are watching the recording thanks to you as well thank you so much