Understanding the Resources Panel

In this section:

Reference:

The Resources panel displays the Data pane in the upper half of the panel and the Query Design pane in the lower half of the panel by default. When you select Query Design view, the Resources panel displays the Data pane only. You select Query Design view on the Home tab, in the Design group, clicking Query or on the View tab, in the Design group, clicking Query.

The following image shows the default view of the Resources panel, which displays the Data pane above the Query Design pane when you create a report.

Resources Panel

The Data pane, which contains all the fields from the selected data sources, is always displayed.

You can manually adjust the size of the Resources panel and Results panel by clicking and dragging the border between the two panels in either direction. Move the mouse pointer over the border. When the pointer changes to a two-way arrow, click and drag the border.


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Reference: Field Image List

In the Resources panel, each field has an image associated with it. The following table displays each image and describes what it represents.

Icon

Type

Database icon

Database

Dimension Segment icon

Dimension Segment

Measure Segment icon

Measure Segment

Locked Segment icon

Locked Segment

Unique Segment icon

Unique Segment

Key Field icon

Key Field

Index Field icon

Index Field

Blob or Compute Field icon

Blob

Text or Alpha Field icon

Text or Alpha Field

Date or Data and Time Field icon

Date or Date and Time Field

Numeric Field icon

Numeric Field

Calculated Date Field icon

Calculated Date Field

Calculated Numeric Field icon

Calculated Numeric Field

Calculated Other Field icon

Calculated Other Field

Calculated Text Field icon

Calculated Text Field

Cube

Cube

Cube Dimension

Cube Dimension

Cube Property

Cube Property

Folder Closed

Folder Closed

Folder Open

Folder Open

Measures

Measures

Measure Group



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Reference: Filter Area of the Query Design Pane

The Filter area of the Query Design pane displays all filters that have been created for the selected report. The Filter area is shown in the following image.

Filter Area

For more information on simple filters, see Field Tab. For more information on advanced filters, see Data Tab.

Note: The Filter area displays all created filters, both active (included) and inactive (excluded).


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Using the Data Pane to Add Fields to a Report

There are several ways that you can add data source fields to a report. You can drag and drop, double-click, or right-click data source fields in the Data pane to add them to a Query field container or Filter in the Query Design pane.

After you add data source fields to a Query field container, you can change the order of the fields by dragging and dropping one field above or below another field.

Drag and Drop. This method provides the most control. You can drag and drop data source fields from the Data pane to the appropriate Query field container or Filter in the Query Design pane.

For a larger work area in which to drop data source fields in the appropriate Query field container, make sure that Query Design view is selected, and then, on the View tab, in the Query Panel group, click Areas 2x2 or Areas 1x4.

You select Query Design view on the Home tab, in the Design group, by clicking Query or on the View tab, in the Design group by clicking Query. That selection expands the Query Design pane so that it is opened in the Results Panel.

Multi-Select. You can multi-select data source fields that you want to add to a report in Live Preview, Query Design view, and Document view. To select multiple data source fields to add to a report, click the appropriate fields while holding the Ctrl key on the keyboard. You can drag and drop fields onto the canvas, or add them to the Query field container.

Double-Click. To automatically add a field to the appropriate field container in the Query Design pane, you can double-click a data source field in the Data pane.

You cannot automatically add a field to the Across (Column Label) Query field container for a report, or to the Legend (Series) and Multi-graph Query field containers for a chart.

Right-Click. You can right-click a field in the Data pane to add it to the Filter area or a Query field container in the Query Design pane. For reports, the available right-click options are as follows:

For charts, the available right-click options are as follows:

Although most measure fields are composed of numeric values, and most dimension fields are composed of non-numeric or date values, there can be exceptions, depending on the selected data source.


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Using the Query Design Pane in the Resources Panel

The Query Design pane, which contains the Filter and Query (field container) areas, appears below the Data pane, except when you select Query Design view, which expands the size of the Query Design pane and displays it in the Results panel. There are different field containers for reports and charts.

Note: If you have more than one item in either Sum, By, or Across field containers (for reports) or Measure (Sum) or X-axis field containers (for charts), you can drag them up or down in the Query Design Pane to rearrange the order in which they display in your report or chart. When you perform the rearrangement, the Live Preview refreshes based on the newly indicated order.

Reports. For all reports, the Query field containers in the Query Design pane include Sum, By, and Across.

The following image shows the Filter and Query (field container) areas of the Query Design pane as it appears in the Resources panel for reports.

Query Design pane Filter and Query areas

Charts. For most charts, the Query field containers in the Query Design pane include Measure (Sum), X Axis, Legend (Series), Multi-graph and Coordinated. More complex charts that require additional data dimensions have alternative field containers.

The following image shows the Filter and Query (field container) areas of the Query Design pane as it appears in the Resources panel for most charts in Live Preview and Query Design view.

Filter and Query Areas of Query Design Pane

For pie charts, the Query field containers in the Query Design pane include Measure (Sum), Slices, Category, Multi-graph, and Coordinated.

The following image shows the Query (field container) area of the Query Design pane as it appears in the Resources panel for pie charts in Live Preview and Query Design view.

Query Design Pane for Pie Charts


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Using Right-Click Field Options in the Query Design Pane

Reference:

In the Query Design pane, you can right-click any field and select from a list of available options that are displayed in the menu that appears. The options that you can select vary, depending on the type of Query field container (Sum, By, Across) in which the field is located and the type of report that you are creating (report or chart).

Report. When you create a report, the Query field containers in the Query Design pane include Measure (Sum), By, and Across.

Chart. When you create a chart, the Query field containers in the Query Design pane include Measure (Sum), X Axis, Legend (Series), Multi-graph, and Coordinated (for documents only).



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Reference: Right-Click Field Options in Query Design Pane

The following table lists and describes all the right-click field options available in the Query Design pane for a selected field.

Option

Description

Filter Values

Opens the Filter dialog box for creating WHERE statements, which enable you to select only the data that you want and to exclude all unwanted data.

Prompt for Values

Opens the Filter dialog box for creating an auto prompting parameter that can be selected when a report is run.

Rank

Inserts a rank column immediately to the left if a Sort By field is selected and adds a rank column to the left of the Sort By field if a Measure is selected. Ranking a Measure results in two copies of the field, the original Measure and the Sort By field that is created during ranking.

Sort

Provides access to the Sort and Limit menus. The Sort menu allows you to sort your data either in ascending or descending order. The Limit menu allows you to specify the number of unique values displayed for a sort group that has been added.

Data Bars

Provides a menu for enabling the data bar representation functionality. Selecting On adds a data visualization column to the right of a selected numeric field. The column displays values in each row using horizontal bars that extend from left to right in varying lengths, depending on the corresponding data values.

Aggregation Functions

Provides a menu for selecting options to assign an aggregation type value to a selected numeric field in a report.

Subtotal

Provides a menu for enabling subtotal functionality. Clicking On inserts a line, descriptive text, and subtotal values in the report output for all numeric fields when the primary sort field changes.

Page Break

Provides a menu for enabling page break functionality. Clicking On starts a new page in the report output when the primary sort field changes.

Reset Page Numbers

Allows you to reset page numbers on a page break to start at 1.

Traffic Light Conditions

Opens the Traffic Light Condition dialog box, where you can add new conditional styling or modify existing conditional styling by applying traffic light (and other) colors to a selected field in the report output when the field meets specified criteria.

Visibility

Provides a menu for controlling the visibility of the selected field. Clicking Hide removes the selected field from the report output. Clicking Show (default) displays the selected field in the report output.

Sub Header

Opens the Sub Header & Sub Footer dialog box where you can edit and style your headers.

Sub Footer

Opens the Sub Header & Sub Footer dialog box where you can edit and style your footers.

Missing

Allows you to show or hide fields with no value.

Change Title

Opens the Edit Title dialog box, where you can change the title of the selected field by typing the new title in the Enter Title field.

Edit Format

Opens the Field Format Options dialog box, where you can edit the field type and display options.

Delete

Deletes the selected field.

All the right-click options available in the Query Design pane are also available in the Field tab. For more information, see Field Tab.


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