Overview
This document contains steps on how to walk through various features of the Version 4.5 release.
3. Select Data, for example, Sales, then select the Crosstab Button:
4. Select multiple Measures and Fields and drag into row and column locations, for example:
to expand group data. to swap the Column / Row orientation, for example:
Note that Measures type data can now be placed into column groups, this is a new feature! 7. Select the Save As button to save your work, for example:
4. Select the Edit with Domain Designer link, the Domain Designer page appears. 5. Select the Display tab and expand the Sales_Fact_All item:
6. Select the sales_fact_ALL_store_sales_98 field, then scroll the properties pane to the bottom:
Note the Field or Measure attribute. This value controls how a field appears as either a Field or Measure in the Ad Hoc UI data selector. 7. Select the Sales_Product item form the center pane, then select the sales_product_brandname field:
5. Select the Save As button, and save your report, for example:
6. Select a data cell for Drill-Through, the result set displays in the Viewer, for example:
7. Select the Export button, note the new options. Select the Excel option, the following appears:
8. Open the Excel sheet and peruse the results. 9. In the browser, go back to the Ad Hoc editor tab. Note, you can now use the saved report in the Dashboard Designer, and also schedule the report; both new features!
Note that the data panel contains both Fields and Measures. The application determines which fields are classified as Measures based on its data type. If certain fields need to be re-classified, select the item with a right mouse click, and select the Use as Field item from the context menu, for example:
4. Drag some Measures and Fields to the Columns area 5. Drag some Fields to the Group area. For example:
Note, the Layout Manager element of the UI is used to orient data in Column and Row orientations. You can Hide and Unhide the Layout Manager by selecting the option button:
Export to Excel
1. Select the View Reports menu item. 2. Run the Accounts Report report. (You can also get to this report by navigating the repository to /Reports/Samples/AllAccounts) 3. Select the Export option on the top-right hand corner of the Report Viewer. 4. Choose the As Excel and As Excel (Paginated) Export options to see the difference in the Excel output in the two export modes. The Excel (Paginated) version will have repeated column headers for each page while the other one will not.
3. Run your mouse over any column heading, a hand-cursor appears. 4. Mouse click any column heading to sort. 5. Right click on any column heading to perform a filter on the report content. For example, a right-click on the Address column brings up the filter dialog, you can select an operator and filter value. For example, Address contains the string cir:
Any column that has a sort or filter applied will display the appropriate icon: