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OnCommand Insight: Advanced

Report Creation with Report Studio

NETAPP UNIVERSITY

OnCommand Insight: Advanced Report Creation


with Report Studio
Student Guide
Course ID: STRSW-ILT-OCIARC
Catalog Number: STRSW-ILT-OCIARC-SG
Content Version: 1.1

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ATTENTION
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while beneficial for the purposes of training in a closed, non-production environment, can result in downtime or other
severe consequences in a production environment. This course material is not a technical reference and should not,
under any circumstances, be used in production environments. To obtain reference materials, refer to the NetApp product
documentation that is located at http://now.netapp.com/.

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2015 NetApp, Inc. All rights reserved. Printed in the U.S.A. Specifications subject to change without notice.
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OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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TABLE OF CONTENTS
WELCOME .......................................................................................................................................................... 1
MODULE 1: REPORT STUDIO OVERVIEW: NAVIGATING, CREATING LIST REPORTS, GROUPING,
AND SUBTOTALING ..................................................................................................................................... 1-1
MODULE 2: WORKING WITH LISTS: FORMATTING AND USABILITY ..................................................... 2-1
MODULE 3: WORKING WITH LISTS: CONDITIONAL FORMATTING ....................................................... 3-1
MODULE 4: TOP 10 REPORTS, VALUE PROMPTS AND PROMPT PAGES AND DRILL THROUGH .... 4-1
MODULE 5: CREATING AND CUSTOMIZING DASHBOARDS .................................................................. 5-1
MODULE 6: EMBEDDING GRAPHICS ......................................................................................................... 6-1

OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

OnCommand Insight:
Advanced Report Creation
with Report Studio
Course ID:
STRSW-ILT-OCIARC

ONCOMMAND INSIGHT: ADVANCED REPORT CREATION WITH REPORT STUDIO


Course ID: STRSW-ILT-OCIARC

OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Classroom Logistics
About the class
Schedule
Structure
Activities
Participation rules

About WebEx
Participants panel
About resources
Materials
Support

Note: For best experience and time management, its


recommended that the learners have two monitors or
computers. One to access the labs online and one to
display the exercise guide. As an option they can print
the exercise guide.
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CLASSROOM LOGISTICS

OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

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Goal: Learn Together

Participant
Video

Learn
Share
Participate
Whiteboard

Polling

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GOAL: LEARN TOGETHER

OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Chat
3

Course Overview
This course is a technical deep dive that focuses
on how you can use Report Studio to create
highly customized reports.
This course includes over 1 hour of detailed demo
videos and 4.5 hours of progressively challenging
hands-on exercises.
The time allotted to exercises is very aggressive
and require focused attention to complete.
The videos and exercise guides are designed to
provide you with a reusable take-a-way that you
can use in customer environments.
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COURSE OVERVIEW

OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Course Objectives
By the end of this course, you should be able to:
Explain how Report Studio enables
customized reporting
Use Report Studio to create reports and
dashboards from the OnCommand Insight
data warehouse
Use Report Studio to customize reports and
Dashboards
Use SQL and HTML to generate and
customize report data and report functions
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COURSE OBJECTIVES

OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Course Agenda: Day 1


Morning

Module 1: Report Studio Overview - Navigating,


Creating List Reports, Grouping, and Subtotaling
Module 2: Working with Lists: Formatting and
Usability

Afternoon

Module 2: Working with Lists: Formatting and


Usability (continue)
Module 3: Working with Lists: Conditional
Formatting

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COURSE AGENDA

OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Course Agenda: Day 2


Morning

Module 4 Top-10, Enabling Filtering, Value


Prompts and Drill-Through Capacity Reports
Module 5: Creating and Customizing
Dashboards

Afternoon

Module 5: Creating and Customizing


Dashboards (continued)
Module 6: : Embedding Graph

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COURSE AGENDA

10

OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Your Learning Journey Continues


Visit regularly to stay informed

NetApp University

NetApp

NetApp University Overview

New to NetApp Support Webcast

Find the training you need


Explore certification
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experience

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Access downloads, tools,


documentation

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Join the discussion

Contact the support team

Engage with experts

Welcome to Knowledgebase
Access a wealth of knowledge

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YOUR LEARNING JOURNEY CONTINUES


The NetApp University Overview page is your front door to learning. Find training that fits your learning map
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Join the Customer Success Community to ask support-related questions, share tips, and engage with other
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Search the NetApp Knowledgebase to leverage the accumulated knowledge of NetApp users and product
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11

OnCommand Insight: Advanced Report Creation with Report Studio: Welcome

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 1
Report Studio Overview:
Navigating, Creating List Reports,
Grouping, and Subtotaling

NetApp Confidential

MODULE 1: REPORT STUDIO OVERVIEW: NAVIGATING, CREATING LIST REPORTS,


GROUPING, AND SUBTOTALING

1-1
OnCommand Insight: Advanced Report Creation with Report Studio: Report Studio Overview:Navigating, Creating List Reports, Grouping,
and Subtotaling
2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Module Objectives
After this module, you should be able to:
Log in to the OnCommand Insight reporting
portal and change to Advanced view
Launch Report Studio and demonstrate a
working knowledge of its functional areas
Create a list report
Apply sizing and grouping techniques to a list
report

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MODULE OBJECTIVES

1-2
OnCommand Insight: Advanced Report Creation with Report Studio: Report Studio Overview:Navigating, Creating List Reports, Grouping,
and Subtotaling
2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 1: Demonstration

STRSW-ILT-OCIARC_Mod1 Report Studio Overview And Basic


Reports: (time- 8:30)

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MODULE 1: DEMONSTRATION
STRSW-ILT-OCIARC_Mod1 Report Studio Overview And Basic Reports:
https://www.brainshark.com/netapp/ReportStudioOverview

1-3
OnCommand Insight: Advanced Report Creation with Report Studio: Report Studio Overview:Navigating, Creating List Reports, Grouping,
and Subtotaling
2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Exercise
Module 1: Reviewing the Features of
Report studio and Creating List
Reports
Time Estimate: 90 Minutes

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EXERCISE

1-4
OnCommand Insight: Advanced Report Creation with Report Studio: Report Studio Overview:Navigating, Creating List Reports, Grouping,
and Subtotaling
2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Module Summary
Now that you have completed this module, you
should be able to:
Log in to the OnCommand Insight reporting
portal and change to Advanced view
Launch Report Studio and demonstrate a
working knowledge of its functional areas
Create a list report
Apply sizing and grouping techniques to a list
report

NetApp Confidential

MODULE SUMMARY

1-5
OnCommand Insight: Advanced Report Creation with Report Studio: Report Studio Overview:Navigating, Creating List Reports, Grouping,
and Subtotaling
2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 2
Working with Lists: Formatting and
Usability

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MODULE 2: WORKING WITH LISTS: FORMATTING AND USABILITY

2-1

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Formatting and Usability

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Module Objectives
After this module, you should be able to:
Configure scroll bars on list-report output
Configure and position scroll bars on a list report in Report
Studio
Configure alternating gray and white row backgrounds to
ease the readability of list reports
Use HTML to freeze list-report headers
Use HTML to remove the toolbar from the top of list reports
Use HTML to configure expandable and collapsible listreport columns

Use HTML to create and configure tabbed list reports

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MODULE OBJECTIVES

2-2

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Formatting and Usability

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 2: Demonstration

STRSW-ILT-OCIARC_Mod2 Report Studio Working with List (Part1):


(time- 19:20)

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MODULE 2: DEMONSTRATION
STRSW-ILT-OCIARC_Mod2 Report Studio Working with List (Part1)
https://www.brainshark.com/netapp/FormattingLists

2-3

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Formatting and Usability

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Exercise
Module 2: Working with Lists:
Formatting and Usability

Time Estimate: 120 Minutes

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EXERCISE

2-4

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Formatting and Usability

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Module Summary
Now that you have completed this module, you should be
able to:
Configure scroll bars on list-report output

Configure and position scroll bars on a list report in Report


Studio
Configure alternating gray and white row backgrounds to
ease the readability of list reports
Use HTML to freeze list-report headers
Use HTML to remove the toolbar from the top of list reports
Use HTML to configure expandable and collapsible listreport columns
Use HTML to create and configure tabbed list reports
NetApp Confidential

MODULE SUMMARY

2-5

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Formatting and Usability

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 3
Working with Lists: Conditional
Formatting

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MODULE 3: WORKING WITH LISTS: CONDITIONAL FORMATTING

3-1

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Conditional Formatting

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Module Objectives
After this module, you should be able to:
Add list-report columns that include
calculations of percentage of capacity used
Add conditional formating to list-report rows,
to change row color according to thresholds
Add conditional formating to list-report
columns, to create ambient orbs that change
color according to status

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MODULE OBJECTIVES

3-2

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Conditional Formatting

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 3: Demonstration

STRSW-ILT-OCIARC_Mod3 Report Studio Working with List (Part2)


Conditional Styles: (time- 10:22)

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MODULE 3: DEMONSTRATION
STRSW-ILT-OCIARC_Mod3 Report Studio Working with List (Part2) Conditional Styles
https://www.brainshark.com/netapp/ConditionalFormatting

3-3

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Conditional Formatting

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Exercise
Module 3: Working with Lists:
Conditional Formatting
Time Estimate: 90 Minutes

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EXERCISE
NOTE: This procedure is optional but necessary if you have NOT completed the Scroll List Report from
exercise 2.
You need to have the Scroll List Report from Exercise 2 completed before you begin the exercise in module
3. If you do not have the Scroll List Report completed, use the following procedure to quickly create the
Scroll List Report from the XML of that report before beginning exercise 3. Then proceed to exercise 3.
1. Using the steps outlined in Exercise 1, Task 2, steps 1-8, open a new blank report in Report Studio using
Storage and Storage Pool package.
2. Once you have a new blank report opened, navigate to CourseFiles folder on the desktop.
3. Navigate to subfolder called ReportStudioClass-LabReports XML
4. Open ScrollListReport.txt in Notepad. (note NO spaces in this file name)
5. Press Ctrl+A to select all.
6. Press Ctrl+C to copy the selection to the clipboard.
7. In Report Studio, in the menu bar, select Tools > Open Report from Clipboard. The report populates
Report Studio.
8. Save the imported report as Scroll List Report as follows:
a.
b.
c.
d.

In the menu bar, select File > Save As.


In the Save As dialog box, in the Save in list, select Storage and Storage Pool Capacity >
CustomerReports.
In the Name field, enter Scroll List Report.
Click Save.

9. Run the saved report to validate that it works.


Proceed to Module 3 exercise.

3-4

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Conditional Formatting

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module Summary
Now that you have completed this module, you
should be able to:
Add list-report columns that include
calculations of percentage of capacity used
Add conditional formating to list-report rows,
to change row color according to thresholds
Add conditional formating to list-report
columns, to create ambient orbs that change
color according to status

NetApp Confidential

MODULE SUMMARY

3-5

OnCommand Insight: Advanced Report Creation with Report Studio: Working with Lists: Conditional Formatting

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 4
Top 10 Reports, Value Prompts and
prompt pages and Drill through

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MODULE 4: TOP 10 REPORTS, VALUE PROMPTS AND PROMPT PAGES AND DRILL
THROUGH

4-1

OnCommand Insight: Advanced Report Creation with Report Studio: Top 10 Reports, Value Prompts and prompt pages and Drill through

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module Objectives
After this module, you should be able to:
Create a Top 10 array chart and list report
Add a value prompt to filter by manufacturer
Create a chart that shows capacity and usedcapacity trending across the enterprise, filtered by
manufacturer
Create a prompt page to filter by multiple
manufacturers
Create drill-through reports that show all the hosts
and storage that belong to a selected array

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MODULE OBJECTIVES

4-2

OnCommand Insight: Advanced Report Creation with Report Studio: Top 10 Reports, Value Prompts and prompt pages and Drill through

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 4: Demonstration

STRSW-ILT-OCIARC_Mod4 Top 10, Value Prompts, Prompt Pages


and Drill Through Reports: (time- 15:00)

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MODULE 4: DEMONSTRATION
STRSW-ILT-OCIARC_Mod4 Top 10, Value Prompts, Prompt Pages and Drill Through Reports
https://www.brainshark.com/netapp/Top10_ValuePrompts_Drill-thru

4-3

OnCommand Insight: Advanced Report Creation with Report Studio: Top 10 Reports, Value Prompts and prompt pages and Drill through

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Exercise
Module 4: Top 10 Reports, Value
Prompts, and prompt pages and
Drill through
Time Estimate: 120 Minutes

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EXERCISE

4-4

OnCommand Insight: Advanced Report Creation with Report Studio: Top 10 Reports, Value Prompts and prompt pages and Drill through

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Module Summary
Now that you have completed this module, you
should be able to:
Create a Top 10 array chart and list report
Add a value prompt to filter by manufacturer
Create a chart that shows capacity and usedcapacity trending across the enterprise, filtered by
manufacturer
Create a prompt page to filter by multiple
manufacturers
Create drill-through reports that show all the hosts
and storage that belong to a selected array

NetApp Confidential

MODULE SUMMARY

4-5

OnCommand Insight: Advanced Report Creation with Report Studio: Top 10 Reports, Value Prompts and prompt pages and Drill through

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 5
Creating and Customizing
Dashboards

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MODULE 5: CREATING AND CUSTOMIZING DASHBOARDS

5-1

OnCommand Insight: Advanced Report Creation with Report Studio: Creating and Customizing Dashboards

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module Objectives
After this module, you should be able to:
Create and format a custom dashboard for report
elements
Add bar, line, and pie charts to the dashboard
Customize charts for better usability
Add a capacity gauge to the dashboard
Add a raw-storage gauge to the dashboard
Add a utilization-percentage gauge to the dashboard
Copy and edit report dashboard elements for re-use
Export a report in HTML format for import into other
OnCommand Insight Data Warehouses.

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MODULE OBJECTIVES

5-2

OnCommand Insight: Advanced Report Creation with Report Studio: Creating and Customizing Dashboards

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 5: Demonstration

STRSW-ILT-OCIARC_Mod5 Creating Custom Dashboard with Charts


and Gauges: (time- 6:25)

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MODULE 5: DEMONSTRATION
STRSW-ILT-OCIARC_Mod5 Creating Custom Dashboard with Charts and Gauges
https://www.brainshark.com/netapp/CustomDashboards

5-3

OnCommand Insight: Advanced Report Creation with Report Studio: Creating and Customizing Dashboards

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Exercise
Module 5: Creating and Customizing
Dashboards

Time Estimate: 120 Minutes

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EXERCISE

5-4

OnCommand Insight: Advanced Report Creation with Report Studio: Creating and Customizing Dashboards

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Module Summary
Now that you have completed this module, you should
be able to:
Create and format a custom dashboard for report
elements
Add bar, line, and pie charts to the dashboard
Customize charts for better usability
Add a capacity gauge to the dashboard
Add a raw-storage gauge to the dashboard
Add a utilization-percentage gauge to the dashboard
Copy and edit report dashboard elements for re-use
Export a report in HTML format for import into other
OnCommand Insight Data Warehouses.
NetApp Confidential

MODULE SUMMARY

5-5

OnCommand Insight: Advanced Report Creation with Report Studio: Creating and Customizing Dashboards

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Module 6
Embedding Graphics

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MODULE 6: EMBEDDING GRAPHICS

6-1

OnCommand Insight: Advanced Report Creation with Report Studio: Embedding Graphics

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module Objectives
After this module, you should be able to:
Embed percentage-used and commit-ratio
graphics into columns

NetApp Confidential

MODULE OBJECTIVES

6-2

OnCommand Insight: Advanced Report Creation with Report Studio: Embedding Graphics

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module 6: Demonstration

STRSW-ILT-OCIARC_Mod6 Lab Embedding Graphs in Report


Columns (time- 8:15)

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MODULE 6: DEMONSTRATION
STRSW-ILT-OCIARC_Mod6 Lab Embedding Graphs in Report Columns
https://www.brainshark.com/netapp/EmbeddedGraphs

6-3

OnCommand Insight: Advanced Report Creation with Report Studio: Embedding Graphics

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Exercise
Module 6: Embedding Graphs in list
reports

Time Estimate: 60 Minutes

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EXERCISE

6-4

OnCommand Insight: Advanced Report Creation with Report Studio: Embedding Graphics

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

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Module Summary
Now that you have completed this module, you
should be able to:
Embed percentage-used and commit-ratio
graphics into columns

NetApp Confidential

MODULE SUMMARY

6-5

OnCommand Insight: Advanced Report Creation with Report Studio: Embedding Graphics

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

Course Summary
Now that you have completed this course, you
should be able to:
Explain how Report Studio enables
customized reporting
Use Report Studio to create reports and
dashboards from the OnCommand Insight
data warehouse
Use Report Studio to customize reports and
Dashboards
Use SQL and HTML to generate and
customize report data and report functions
NetApp Confidential

COURSE SUMMARY

6-6

OnCommand Insight: Advanced Report Creation with Report Studio: Embedding Graphics

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

NetApp Confidential

6-7

OnCommand Insight: Advanced Report Creation with Report Studio: Embedding Graphics

2015 NetApp, Inc. This material is intended only for training. Reproduction is not authorized.

NetApp University - Do Not Distribute

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