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Wed Jun 20 19:45:25 2018

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QGIS Planet

Exploring Reports in QGIS 3.0 – the Ultimate Guide!

In 2017 North Road ran a crowd funding campaign for extending QGIS’ Print Composer and adding a brand new reporting framework to QGIS. Thanks to numerous generous backers, this campaign was a success. With the final QGIS 3.0 release just around the corner, we thought this was a great time to explore the new reporting engine and what it offers.

We’ll start with a relatively simple project, containing some administrative boundaries, populated places, ports and airports.

Using the “Project” – “New Report” command, we then create a new blank report. Initially, there’s not much to look at – the dialog which is displayed looks much like the QGIS 3.0 Layout Designer, except for the new “Report Organizer” panel shown on the left:

QGIS reports can consist of multiple, nested sections. In our new blank report we initially have only the main report section. The only options present for this report section is to include an optional header and footer for the report. If we enable these, the header will be included as the very first page (or pages… individual parts of reports can be multi-page if desired) in the report, and the footer would be the last page. Let’s go ahead and enable the header, and hit the “Edit” button next to it:

A few things happen as a result. Firstly, an edit pencil is now shown next to the “Report” section in the Report Organizer, indicating that the report section is currently being edited in the designer. We also see a new blank page shown in the designer itself, with the small “Report Header” title. In QGIS reports, every component of the report is made up of individual layouts. They can be created and modified using the exact same tools as are available for standard print layouts – so you can use any desired combination of labels, pictures, maps, tables, etc. Let’s add some items to our report header to demonstrate:

We’ll also create a simple footer for the report, by checking the “Include report footer” option and hitting “Edit“.

Before proceeding further, let’s export this report and see what we get. Exporting is done from the Report menu – in this case we select “Export Report as PDF” to render the whole report to a PDF file. Here’s the not-very-impressive result – a two page PDF consisting of our header and footer:

Let’s make things more interesting. By hitting the green “+” button in the Report Organizer, we’re given a choice of new sections to add to our report.

Currently there’s two options – a “Single section” and a “Field group“. Expect this list to grow in future QGIS releases, but for now we’ll add a Field Group to our report. At its most basic level, you can think of a Field Group as the equivalent of a print atlas. You select a layer to iterate over, and the report will insert a section for each feature found. Selecting the new Field Group section reveals a number of new related settings:

In this case we’ve setup our Field Group so that we iterate over all the states from the “Admin Level 1” layer, using the values from the “adm1name” field. The same options for header and footer are present, together with a new option to include a “body” for this section. We’ll do that, and edit the body:

We’ve setup this body with a map (set to follow the current report feature – just like how a map item in an atlas can follow the current atlas feature), and a label showing the state’s name. If we went ahead and exported our report now, we’d get something like this:

First, the report header, than a page for each state, and finally the report footer. So more or less an atlas, but with a header and footer page. Let’s make things more interesting by adding a subsection to our state group. We do this by first selecting the state field group in the organizer, then hitting the + button and adding a new Field Group:

When a field group is iterating over its features, it will automatically filter these features to match the feature attributes from its parent groups. In this case, the subsection we added will iterate over a “Populated Places” layer, including a body section for each place encountered. The magic here is that the Populated Places layer has an attribute named “adm1name“, tagging each place with the state it’s contained within (if you’re lucky your data will already be structured like this – if not, run the Processing “Join by Location” algorithm and create your own field). When we export this report, QGIS will grab the first state from the Admin Level 1 layer, and then iterate over all the Populated Places with a matching “adm1name” value. Here’s what we get:

(Here we created a basic body for the Populated Places group, including a map of the place and a table of some place attributes). So our report is now a report header, a page for each state followed by a page for every populated place within that state, and finally the report footer. If we were to add a header for the Populated Places group, it would be included just before listing the populated places for each state:

Similarly, a footer for the Populated Places group would be inserted after the final place for each state is included.

In addition to nested subsections, subsections in a report can also be included consecutively. If we add a second subsection to the Admin Level 1 group for Airports, then our report will first list ALL the populated places for each state, followed by all the airports within that state, before proceeding to the next state. In this case our report would be structured like this:

(The key point here is that our Airports group is a subsection of the Admin Level 1 group – not the Populated Places group). Here’s what our report could look like now:

Combining nested and consecutive sections, together with section headers and footers allows for tons of flexibility. For instance, in the below report we add another field group as a child of the main report for the Ports layer. Now, after listing the states together with their populated places and airports, we’ll get a summary list of all the ports in the region:

This results in the last part of our report exporting as:

As you can start to imagine, reports in QGIS are extremely powerful and flexible! We’re extremely thankful for all the backers of our crowd funding campaign, without whom this work would not have been possible.

Stay tuned for more reporting and layouts work we have planned for QGIS 3.2!

 

QGIS Composer Rewrite and Layout Engine crowdfund launched!

At North Road we believe that crowdfunding is a sustainable way to maintain and enhance open source software, like the QGIS open source GIS package. We’ve run a number of successful crowdfunding campaigns in the past, including support in QGIS for live layer effects, a point cluster renderer, and a unique value renderer for raster layers.

Now, we’re proud to announce our latest crowd funding endeavour, and our biggest to date, the QGIS Layout and Reporting Engine Campaign.

This campaign covers stage 1 of a large, ongoing project to modernise and expand on QGIS’ print composer and layout facilities. Over time QGIS’ composer functionality has grown extensively and now is capable of creating flexible, high quality cartographic outputs. However, we’ve now hit a limit where the current code architecture is prohibiting further improvements and important fixes. In order to add a reporting framework to QGIS, it is necessary for us to refactor and improve large sections of the composer code.

If this campaign is successful, we’ll be adding flexible report generation features to QGIS and cleaning up all the existing composer code. As part of these clean up, we’ll be taking the opportunity to tackle a number of current limitations which cannot be addressed in the current composition code:

  • Layouts will become unit aware, allowing for item placement and properties using millimetres, inches, pixels, centimetres, points, etc.
  • Layouts will have the ability to include mixed page sizes and orientations.
  • Plugins will be able to create custom composer item types (eg allow utilisation of 3rd party graphing and visualisation libraries!).
  • Individual layout items can be rasterised without affecting the rest of the layout. For instance, a map which requires rasterisation due to its use of blend modes will not require all other layout items (such as headings, legends, etc) to be rasterised. This will greatly benefit PDF outputs for complex map layouts.
  • The code refresh will allow more extensive use of data defined layout item properties.
  • A render caching system will be implemented for items, speeding up use of the layout designer and also paving the way for use of live paint effects on layout items (eg dynamic drop shadows).

Full details on what we have planned are available here: QGIS Layout and Reporting Engine Campaign.

To make it possible we need 30,000€ pledged before 31 May 2017. You can help make this a reality by supporting the campaign or by sharing the campaign page and increasing exposure to the campaign. Updates to follow!

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