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This procedure describes how to extract fields into a HOLD file and then create multiple components in a document from the HOLD file.

1. Select a data source.
2. Add fields that need to be extracted for use in subsequent requests.
3. On the Home tab, in the Format group, click File.
4. In the Temporary dialog box, name the file, choose the format of the Hold file from the format drop-down list, and click Save.

   Note: The default is to create a temporary Hold file, which is deleted after the report or chart is run. Alternatively, you can create a permanent Hold file by selecting an application path folder location. This file will remain in this location after the procedure is run for future use.

5. Select Create Document.
6. On the Insert tab, in the Reports group, click Chart.
7. Add fields to the chart.
8. Insert another chart.
9. Add fields to that chart.
10. On the Format tab, in the Chart Types group, click Pie.
11. On the Insert tab, in the Reports group, click Report.
12. Add fields to the report.
13. Add as many reports and charts as you want to complete your document.

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You can store virtual field values, or summary values, calculated in one request for further processing in another request, as the following procedure illustrates.

Complete the procedure steps to create a tabular report showing Quantity of Items Sold per Product Category, By Region, Across Years. Include a column that shows percentages within region.

1. Select the WF_RETAIL_SALESCLUSTER master.
2. Add Quantity, Sold.
3. Change Title.
4. In the Edit Title dialog box, type Quantity and click OK.
5. Add Region.
6. On the Home tab, in the Format group, click File.
7. In the Temporary dialog box, name the HOLD file and click Save.

   Note: The default is to create a temporary Hold file, which is deleted after the report or chart is run. Alternatively, you can create a permanent Hold file by selecting an application path folder location. This file will remain in this location after the procedure is run for future use.

8. Click Create Report.
9. On the Data tab, in the Join group, click Join.
10. In the Join dialog box, click Add New.
11. From the drop-down menu, select Existing.
12. From the Please pick a new target master file dialog box, select Select the WF_RETAIL_SALESCLUSTER master and click OK.

    Two join tables are joined.

13. Click OK to close the dialog box.
14. From FACT_SALES, add Quantity, Sold.
15. From HOLD, add Quantity, Sold.
16. On the Field tab, in the Display group, click First Value to add the FST prefix to Quantity, Sold.
17. On the Field tab, in the Display group, click Hide Field to hide Quantity, Sold, as it will be used in a subsequent calculation.
18. On the Data tab, in the Calculation group, click Summary (Compute).
19. In the Summary Field Compute dialog box, do the following:
    • In the Field Name field, type XPCT.
    • In the Format field, type F6.2%.
    • Enter the expression in the image to calculate percentages.
20. Click OK to close the dialog box.
21. Add Region to By.
22. On the Field tab, in the Display group, select Simple from the Subtotal drop-down menu to create Subtotal on Region.
23. Add Product, Category to By.
24. Add Year, (Sales) to Across.
25. On the Home tab, in the Report group, click Row Totals.

The report is complete.

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The following procedure describes how to create a HOLD file for use in a subquery.

1. Create a new report with at least one filter condition set.

   For example, the report shown in the following image lists Customer IDs with Gender equal to Female.

   

2. Click File.

   The File button is found on the Home tab, in the Format group, and on the Format tab, in the Destination group.

   The File button is a split button. Click the left side of the button to launch the Save dialog box. The down arrow on the right side also opens the Save dialog box so you can change settings or set them for the first time.

   An example of the File button and the associated ToolTip are shown in the following image.

   

   The Select a location and format dialog box opens, as shown in the following image.

   

   Note: The label Temporary appears at the top of the dialog box. When you select a folder, the label changes to Select a location and format, as shown in the following image.

   

3. In the Select a location and format dialog box, provide the following:
   1. In the File name text box, type a file name.

      The default file name is File1.

   2. From the list menu, select SQL Script (*.sql) as the file format.
   3. Select a location for the HOLD file.

      The location is either Temporary, which is the default, or a writable server application folder.

      Note: If the HOLD file name already exists in the specified location, it will be overwritten without warning, when you click Save.

4. Click Save.

   The Create Report button appears on the bottom of the InfoAssist Live Preview application window, as shown in the following image.

   

5. Repeat steps 2 - 4 to create as many HOLD files as you need.
6. To use the HOLD file right away in a report, chart, document, or dashboard, select the corresponding option, as shown in the following image.

   

   The following image is an example of the Live Preview application window when Create Report is selected.

   

   Note: When you are working with a report created from a HOLD file, if you try to switch data sources, or add data sources to the report, you are presented with warning messages.

   For more information, see InfoAssist Warning Messages.

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FOCUS is the only format that supports an index field. The maximum number of fields to index is four. If the file format is FOCUS, then Index appears on the Query pane, as shown in the following image.