You can use the following custom features when creating reports in InfoAssist.
You can add rank columns to the By and Measure fields in a report by clicking the Rank button. You access the Rank button, on the Field tab, in the Sort group.
Note: The rank option can also be accessed by right-clicking a By or Measure field and accessing the Rank option through the right-click menu.
The Field tab appears on the ribbon.
A rank column appears, as shown in the following image.
Note: The rank column can now be edited and formatted like any other column, with the following exceptions:
You can limit the number of unique values that appear in a column through the Limit menu. First you must select a column, then the Limit menu becomes available on the Field tab, in the Sort group.
Note: You can also access the Limit option by right-clicking a column, pointing to Sort, and then selecting Limit.
The Field tab appears on the ribbon.
You can add page breaks and line breaks to report output for the primary sort field.
The Field tab appears on the ribbon.
The Field tab appears on the ribbon.
If you select Page Break, a new page is created every time the value of the primary sort field changes. Each page includes a new set of column titles, as shown in the following image.
If you select Line Break, a new divider line is inserted in the report output every time the value of the primary sort field changes, as shown in the following image.
Clicking Subtotal turns Subtotal on for all fields as a RECOMPUTE and inserts a line of descriptive text (*Subtotal FIELD Value). Clicking the down arrow launches a menu of options. From this menu, you can choose between Simple and Recompute. Selecting More Options opens a dialog box from which you can choose which fields to subtotal, as well as what type of aggregation to do for those fields. You can also change the Subtotal text.
On the Home tab, in the Report group, click Column Totals.
Clicking Column Totals adds a grand total row at the bottom of the report that sums numeric data in each column, as shown in the following image. Clicking the down arrow launches a menu of options. From this menu, you can choose between Simple and Recompute. Selecting More Options opens a dialog box from which you can choose which fields to total, as well as what type of aggregation to do for those fields. You can also change the Current Total text.
On the Home tab, in the Report group, click Row Totals.
Clicking Row Totals adds a grand TOTAL column to the right side of the report that sums numeric data in each row, as shown in the following image.
You can add subheadings and subfootings to report output for the sort field.
The Field tab appears on the ribbon.
The Sub Header & Sub Footer dialog box opens.
Subheadings appear just below the column titles in the report output every time the value of the primary sort field changes. Subfootings appear at the end of the data on each page of the report output every time the value of the primary sort field changes. The following image shows how subheadings and subfootings appear in the report output.
On the Format tab, in the Features group, click Title Popup.
Clicking Title Popup displays a pop-up title when the mouse pointer hovers over any column title in the report, as shown in the following image.
You can add data visualization bars to the report output for a selected numeric data source field.
The Field tab appears on the ribbon.
A data visualization column appears to the right of the selected numeric data source field to display values in each row. The column uses horizontal bars that extend from left to right and vary in length, depending on the corresponding data values. The following image is an example of report output with data visualization bars.
You can display numeric measure data using a variety of aggregation type values other than the default of Sum.
The Field tab appears on the ribbon.
The Aggregation Functions menu opens. It contains the following options:
If you change the Measure field container from Sum to Print, Count, or List, it overrides all assigned aggregation type values.
The following image is an example of the MIN (minimum), MAX (maximum), and MDN (Median) aggregation prefix operators added to measure fields in the Query Design pane.
The following image is an example of report output produced by assigning the Minimum and Maximum aggregation options to measure fields in a report.
You can use the Within functionality to apply specific aggregation tasks at different report levels.
The Field tab appears on the ribbon.
Note: Depending on how your data is set up, you can apply the Within phrase on a By or Across field.
Optionally, you can access the Within functionality from the right-click menus on the column level, as shown in the following image. You can also access these menus when you right-click on an operator (for example, SUM) in the Query pane.
Run this procedure when the output format, Excel, for example, does not sort properly.
On the Format tab, in the Features group, click Repeat Sort Value.
When you click Repeat Sort Value, all repeated sort values appear in the report output. This option overrides the default behavior, which displays blanks after the first instance of each new sort value that appears in the report.
The first image shows a report before Repeat Sort Value is applied.
The second image shows the same report with Repeat Sort Value applied.
For more information on the compute command, see Calculation Group.
The Field tab appears on the ribbon.
Note: Recompute is not available for Across fields.
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