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📚 User Guide

Complete guide to SQL-Report Studio Pro - Your all-in-one data analysis platform

📋 Overview

Welcome to SQL-Report Studio Pro

SQL-Report Studio Pro is a comprehensive data analysis platform that allows you to upload data, build complex SQL queries visually, create interactive dashboards, and generate professional reports.

📁

Data Management

Upload and manage Excel, CSV, and JSON files. View and edit data in real-time with our built-in data viewer.

🔍

Visual Query Builder

Build complex SQL queries without writing code. Drag tables, create joins, add filters, and see results instantly.

📊

Dashboard Builder

Create interactive dashboards with KPI cards, charts, and tables. Drag and drop widgets, customize layouts.

📄

Report Builder

Generate professional reports with templates. Add headings, text, charts, and tables. Export to PDF or HTML.

🎲

Pivot Tables

Create dynamic pivot tables to analyze data. Group by multiple dimensions, apply aggregations.

📥

Export Options

Export your work in multiple formats: PDF, HTML, PNG, CSV, JSON, Excel. Share with your team easily.

Quick Start

1

Upload Your Data

Start by uploading your data files (Excel, CSV, JSON) in the Data Upload section.

2

Build Queries

Use the Visual Query Builder to explore and analyze your data without writing SQL.

3

Create Dashboards

Build interactive dashboards by dragging widgets onto the canvas and connecting them to your data.

4

Generate Reports

Create professional reports using templates or start from scratch. Export as PDF or HTML.

📁 Data Upload & Management

Uploading Data Files

1

Navigate to Data Upload

Click on "📁 Data Upload" from the home page to access the data management interface.

📁 Data Upload & Management
📂 Choose File
➕ Upload

Supported formats: Excel (.xlsx), CSV (.csv), JSON (.json)

2

Select Your File

Click "Choose File" and select an Excel, CSV, or JSON file from your computer.

3

Configure Import Settings

For Excel files, select the sheet you want to import. For CSV files, verify the delimiter is correct.

4

Upload and View

Click "Upload" to import your data. The data viewer will display your data in a table format.

💡 Pro Tips

  • Excel files can contain multiple sheets - each sheet is imported separately
  • Column headers are automatically detected from the first row
  • Large files (100,000+ rows) may take a moment to process
  • Data is stored locally in your browser using IndexedDB

Managing Your Data

1

View Files

All uploaded files appear in the left panel. Click on a file to view its sheets.

2

Edit Data

Click on any cell in the data viewer to edit values. Changes are saved automatically.

3

Delete Files

Click the 🗑️ icon next to a file name to remove it from storage.

4

Search and Filter

Use the search box to find specific values in your data quickly.

Supported File Formats

📗

Excel (.xlsx)

Multi-sheet Excel workbooks. Each sheet is imported as a separate table.

📄

CSV (.csv)

Comma-separated values. Automatic delimiter detection (comma, semicolon, tab).

🔖

JSON (.json)

JSON arrays of objects. Each object property becomes a column.

🔍 Advanced Visual Query Builder

Building Your First Query

1

Add Tables to Canvas

From the left panel "Tables" list, drag a table onto the main canvas area. The table will appear with all its columns.

🔍 Advanced Visual Query Builder

📋 Tables

📊 Sales Data

👥 Customers

📦 Products

Canvas Area

📊 Sales Data

☑ order_id

☑ customer_id

☑ amount

2

Select Columns

Check the checkboxes next to the columns you want to include in your query results.

3

Create Joins (Optional)

To combine data from multiple tables, drag another table onto the canvas. Click the "🔗" icon and select the join type and fields.

4

Add Filters

Click the "🔍 Filter" button in the toolbar. Select a column, operator (=, >, <, LIKE, etc.), and enter a value.

5

Execute Query

Click the "▶ Execute" button to run your query. Results appear in the bottom panel.

Advanced Features

1

Calculated Fields (🧮 Calc)

Create custom calculated columns using formulas:

Field Name: Total_Amount

Formula: [Price] * [Quantity]

Available fields dropdown shows all columns from your tables

Available functions include: SUM, AVG, COUNT, MIN, MAX, ROUND, UPPER, LOWER, LENGTH, CONCAT, SUBSTRING, COALESCE

2

Group By (📊 Group)

Group results by one or more columns and apply aggregations (SUM, AVG, COUNT, MIN, MAX).

3

Pivot Tables (🎲 Pivot)

Create pivot tables to analyze data across multiple dimensions:

  • Select data source from dropdown
  • Choose row fields (categories to group by vertically)
  • Choose column fields (categories to group by horizontally)
  • Select value field and aggregation type
  • Click "Generate Pivot" to create the table
4

Export Results

Click "📥 Export" to download results in multiple formats:

  • SQL: Export the generated SQL query
  • CSV: Download data as comma-separated values
  • JSON: Export as JSON array
  • HTML: Create a formatted HTML table

Join Types Explained

🔗

INNER JOIN

Returns only matching rows from both tables. Most common join type.

◀️

LEFT JOIN

Returns all rows from left table and matching rows from right table.

▶️

RIGHT JOIN

Returns all rows from right table and matching rows from left table.

🔄

FULL JOIN

Returns all rows from both tables, with NULLs where no match exists.

💡 Query Builder Tips

  • Use LIKE operator with wildcards for partial matches: %search%
  • Save frequently used queries using the "💾 Save" button
  • View generated SQL in the SQL Editor panel (right side)
  • Use preview mode to see sample data before executing full query
  • Drag tables to rearrange them on the canvas

📊 Dashboard Builder

Creating Your First Dashboard

1

Open Dashboard Builder

Click "📊 Dashboard Builder" from the home page to access the dashboard interface.

📊 Dashboard Builder

Available Widgets

💰 KPI Card

📊 Bar Chart

📈 Line Chart

🥧 Pie Chart

📋 Data Table

Dashboard Canvas

Total Revenue

$125,000

2

Drag Widgets to Canvas

From the left panel, drag any widget (KPI Card, Chart, Table) onto the canvas. The widget will appear where you drop it.

3

Position and Resize

Click and drag widgets to reposition them. Drag the bottom-right corner resize handle to change widget size.

4

Configure Widget Data

Click the "⚙️" (configure) icon on each widget to connect it to your data source and set display options.

5

Save Your Dashboard

Click "💾 Save" in the header to save your dashboard layout and settings.

Available Widget Types

💰

KPI Card

Display single key metrics with large numbers. Show trends with percentage changes.

📊

Bar Chart

Compare values across categories. Vertical or horizontal bars.

📈

Line Chart

Show trends over time. Perfect for time-series data and tracking changes.

🥧

Pie Chart

Display proportions and percentages. Show part-to-whole relationships.

🍩

Donut Chart

Modern pie chart with a hole in the center. Great for showing categories.

📋

Data Table

Display tabular data with sorting and filtering. Show detailed records.

🎯

Gauge Chart

Show progress towards a goal. Display percentage completion visually.

Dashboard Tools

1

Pivot Builder (🎲 Pivot)

Create pivot tables directly in your dashboard. Select data source, configure rows/columns, and generate dynamic summaries.

2

Advanced Tools (🔧 Tools)

Access additional tools:

  • Calculated Fields: Create custom metrics
  • Data Transform: Clean and reshape data
  • Advanced Filters: Complex filtering conditions
  • Data Merge: Combine multiple data sources
3

Export Dashboard (📥 Export)

Export your dashboard in multiple formats:

  • PDF: Print-ready dashboard snapshot
  • PNG: High-resolution image
  • HTML: Interactive web page
  • JSON: Dashboard configuration for backup

💡 Dashboard Best Practices

  • Place most important KPIs at the top of the dashboard
  • Use consistent color schemes across all widgets
  • Group related widgets together visually
  • Don't overcrowd - leave white space for readability
  • Update data regularly to keep dashboard current
  • Test dashboard on different screen sizes

📄 Report Builder

Creating Professional Reports

1

Start New Report

Click "📄 Report Builder" from the home page. You'll see a blank canvas ready for your content.

📄 Report Builder

Report Elements

📋 Heading

📄 Text Block

💰 KPI Card

📋 Data Table

📈 Chart

Report Canvas

Business Report

Quarterly Performance Analysis

2

Use Templates (📋 Templates)

Click the "📋 Templates" button to choose from pre-designed report layouts:

  • Blank Report: Start from scratch
  • Executive Summary: KPIs and key highlights
  • Financial Report: Revenue and expenses
  • Sales Analysis: Sales metrics and charts
  • Detailed Report: Comprehensive data tables
  • Dashboard Style: Multiple KPIs and charts
3

Add Elements

Drag elements from the left panel to build your report:

  • Heading: Section titles
  • Text Block: Paragraphs and descriptions
  • KPI Card: Key metrics
  • Data Table: Detailed data
  • Chart: Visual representations
4

Edit Content

All text elements are editable. Click on any text to edit it directly. Tables and charts can be configured by clicking their settings icon.

5

Export Report

Click "📥 Export" to save your report:

  • PDF: Professional print-ready document (multi-page support)
  • HTML: Standalone web page
  • PNG: High-resolution image

Report Features

1

Pivot Tables in Reports

Click "🎲 Pivot" to create pivot tables and insert them into your report. Perfect for summary analysis.

2

Advanced Tools

Access the "🔧 Tools" menu for:

  • Calculated fields for custom metrics
  • Data transformations
  • Advanced filtering
  • Chart builder
3

Content Formatting

All content is editable:

  • Click any text to edit in-place
  • Hover over editable elements to see highlight
  • Focus on element shows blue outline
  • Tables support cell-by-cell editing

⚠️ Important Notes

  • Reports are auto-saved to browser storage
  • Always export important reports as PDF backup
  • Large reports (10+ pages) may take time to export
  • Test PDF export before finalizing long reports

💡 Tips & Tricks

General Tips

💡 Productivity Tips

  • Save Often: Use the Save button regularly to prevent data loss
  • Test with Sample Data: Try features with small datasets first
  • Use Templates: Start with templates to save time
  • Organize Files: Use clear naming conventions for uploaded files
  • Export Regularly: Back up your work by exporting to files

💡 Performance Tips

  • Filter Early: Apply filters before adding multiple joins
  • Limit Results: Use TOP or LIMIT for large datasets
  • Index Columns: Ensure join columns have good cardinality
  • Close Unused Tabs: Free up browser memory
  • Clear Cache: Press Ctrl+Shift+R to hard refresh

Keyboard Shortcuts

Browser Shortcuts

Ctrl + Shift + R - Hard refresh (reload without cache)

Ctrl + S - Save current work (in some modules)

Ctrl + Z - Undo (in text fields)

Common Issues & Solutions

1

Data Not Showing

Solution: Clear browser cache (Ctrl+Shift+R) and reload the page. Check if data was uploaded successfully in Data Upload section.

2

Query Returns No Results

Solution: Check filters - they might be too restrictive. Verify join conditions match actual data values.

3

Export Failed

Solution: Disable popup blockers. Check browser console for errors. Try exporting smaller sections.

4

Storage Quota Exceeded

Solution: Delete old files from Data Upload section. Export and clear saved queries. Browser limits local storage to ~10MB.

5

Page Frozen or Slow

Solution: Close other browser tabs. Reduce dataset size. Clear browser cache. Restart browser if needed.

Best Practices

📊

Data Quality

Clean data before upload. Remove duplicates, fix formatting issues, ensure consistent data types.

🎯

Query Optimization

Use specific columns instead of SELECT *. Add filters early. Index join columns.

📈

Visualization

Choose appropriate chart types. Use consistent colors. Label axes clearly. Avoid chart junk.

💾

Data Management

Regular backups. Clear old data. Export important results. Document data sources.

⚠️ Browser Compatibility

This application works best on:

  • Google Chrome (recommended)
  • Microsoft Edge
  • Mozilla Firefox
  • Safari (limited support)

Note: Internet Explorer is not supported.