Creating a report using slicers in PlanStreet is a great way to add interactivity to your data visualization. Here are the steps to create such a report:
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Start with any existing report.
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Edit the report by clicking the "Edit" option.
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In the report, click on the table visual or any other visual you want to add slicers to. It will be highlighted.
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Go to the "Visualization" section.
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Click on the "Slicer" icon. A blank slicer will appear on the canvas.
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Add the fields you want to use as slicers. These could be fields like dates, caseworker names, programs, or categories.
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As you add slicer fields, you will see their values in the slicer visual.
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Now, you can interact with the slicer by selecting values. When you do this, the report will dynamically change based on your slicer selections.
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Once you are satisfied with your report and slicers, save the report.
Using slicers makes it easy to filter and analyze data interactively, allowing you to gain more insights from your reports.