Datalore 2022.3 Help

Interactive reports

You can publish notebooks as an interactive report with a shareable link. This allows you and other users to view the notebook output as a completed HTML page and edit the published notebook's copy collaboratively. Compared to static reports, interactive reports allow viewers to dynamically change data presentations (tables and charts) using interactive controls.

Publish an interactive report

  1. Open the notebook in the editor.

  2. Open the Report builder in one of the two ways:

    • Click the Build report button in the upper-right corner of the editor screen.

    • Select Main menu | File | Build report

  3. Do one of the following:

    • Publish a report using the original structure of the notebook

    • Prepare a report using the Report builder before publishing

    Refer to the Build and publish reports topic for more details about the tool.

The newly published notebook is added to the Reports list on the Home page or your respective own workspace.

Manage published interactive repoorts

After you publish an interactive report, you have the following options to manage it:

  • Update a report after editing the respective notebook, editing the report itself, or changing the publishing settings. For all these cases, open the Report builder and click the Update report in the lower-left corner. For more details about changing publishing settings, refer to Build and publish reports.

  • Manage published interactive reports from your Home page or other workspaces:

    1. Select Reports to view all your published reports.

    2. Click the ellipsis for the interactive report that you want to manage.

    3. Select the following actions from the context menu:

      • Open: to open the report

      • Share: to open the sharing dialog and revoke access to the report or copy the link to its page

      • Edit copy: to open a copy of the respective notebook in the editor

      • Download: to download the respective notebook as an .ipynb file

      • Remove: to unpublish the report (without deleting the respective notebook)

Work with interactive reports

As a collaborator with access to an interactive report, you can view the report and dynamically change the respective data presentations. Report owners can also edit original notebook code, while all viewers can edit code in their individual copies of the original notebook.

  1. Open an interactive report using the provided link. In the image below, there is an interactive report containing a table and a chart.

    Unedited interactive report
  2. Try using the provided controls. In the example below, the controls are:

    • A slider used to select a number of rows displayed in the table (changed from 5 to 8)

    • A dropdown used to select a column for the Y axis (changed from kernel_python 3.4 to kernel_python 3.6)

    Using controls to change data displays
  3. (Optional) If the report owner switched off Reactive mode, to calculate the entire report, click the Recalculate all button in the upper-right corner of the report.

  4. To save a table as a .csv file, click the Download .csv icon in the upper-left corner of the table.

  5. To edit a code cell in the original notebook, hover over the cell and click the Go to code icon in its upper-left corner.

    Go to code icon
  6. Alternatively, report viewers and report owners can edit a copy of the original notebook. To use the option, clock the Edit copy button in the upper-right corner of the report.

Last modified: 30 September 2022