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The Filter group contains options for filtering your report. These include:

• Filter. Opens the Create a filtering condition dialog box for creating or modifying WHERE statements. For more information on creating a filter, see Filter Group.
• Exclude. Removes, but does not delete, the filter from the report.
• Include. Restores a filter that was previously excluded from a report.
• Prompt. Opens the Create a filtering condition dialog box for creating an auto prompting parameter that you can select when you run a report. The Create a filtering condition dialog box is used to create both filters and auto prompting parameters. The following prompt options are available when Parameter is selected from the Type drop-down menu:
  • Simple. This is used for prompts using Text Input. This is the default value.

    Note: If you create a filter that specifies a simple parameter, QUOTEDSTRING will be inserted at the end of the line that defines the simple parameter, as specified in the procedure (.fex), by default. In this case, when you run a .fex that contains this value, you will not be able to enter multiple values, at run time, for simple parameters.

  • Static. This is used for prompts using Selection. This option allows you to select multiple values at run time.
  • Dynamic. This is used for prompts using Data Values. This option allows you to select multiple values at run time.
  • Optional. This is used for prompts using Single or Multiselect parameters.

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The Sort group contains the following sorting options:

• Up. (Default.) Sorts the selected field in ascending order.
• Down. Sorts the selected field in descending order.
• Rank. Inserts a rank column immediately to the left if a Sort By field is selected. It also adds a rank column to the left of the Sort By field if a Measure field is selected. Ranking a Measure field results in two copies of the field, the original Measure field, and the Sort By field that is created during ranking.
• Group. Opens the Create a Group dialog box where you can create a group to combine values together.
• Limit. Opens a drop-down menu that allows you to specify the number of unique values to display for a sort group that has been added.

For more information about these report options, see Using Custom Reporting Features.

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The Break group contains the following options for customizing a report:

• Page Break. Starts a new page when the primary sort field changes. Clicking the drop-down icon enables you to select Reset Page Numbers, which allows you to reset page numbers on a page break to start at 1.
• Line Break. Inserts a line in the report output when the primary sort field changes.
• Sub Header. Opens a dialog box where you can type text to add a subheading just below the column titles in the report output when the primary sort field changes.
• Sub Footer. Opens a dialog box where you can type text to add a subfooting at the end of the data on each page of the report output when the primary sort field changes.
• Subtotal. Inserts a line, total text (TOTAL FIELD Value), and subtotals for all numeric fields when the primary sort field changes.

For more information about these report options, see Using Custom Reporting Features.

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The Style group contains styling options. For a selected field in a report, you can customize the font type, font size, font color, background color, and restore styling to the default values. You can also style fonts (bold, italic, underline), justify text (left, center, right). You can apply styling to the Data (default), column Title, or both the Data and column Title for the selected field in a report.

For more information about styling reports, see Styling Reports.

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The Format group contains the following formatting options for virtual or column fields:

The drop-down menu provides three field-type options for the selected column, which are Alphanumeric, Integer, and Decimal. Selecting the fourth option, More options, opens the Field Format Options dialog box, which provides further formatting options for the selected field. For more information, see Changing a Field Format.

You can also apply floating and non-floating currency, percent signs, and commas. You can increase and decrease decimal places by clicking the appropriate buttons under the drop-down menu.

The Currency button is a split button that turns the currency symbol on or off. Click the Currency button to turn on the default floating currency option. Click the Currency button a second time to turn off the floating currency option.

To turn on the non-floating currency option, open the drop-down menu and select Non floating currency. To turn off the non-floating currency option, click the Currency button.

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The Display group contains the following additional options for a selected field:

• Hide Field. Allows you to hide a selected field.
• Hide Missing. Allows you to hide fields that have no value.
• Aggregation. Opens a drop-down menu of the following options:
  • None (default)
  • Sum
  • Average
  • Count
  • Count Distinct
  • Percent of Count
  • First Value
  • Last Value
  • Maximum
  • Minimum
  • Total
  • Percent
  • Row Percent
  • Average Square

  Sum is the default aggregation type value for all numeric fields added to the Measure field container in the Query Design pane. Changing the Measure field container from Sum to Print, Count, or List overrides all assigned aggregation type values. For more information related to reports, see How to Display Numeric Measure Data Using Aggregation Options in a Report. For more information related to charts, see How to Display Aggregations on Measure Data.

• Traffic Lights. Opens the Traffic Light Condition dialog box. From this dialog box you can do the following:
  • add new conditional styling by applying traffic light (and other) colors to a selected field in the output when the field meets specified criteria
  • modify existing conditional styling
  • enable conditional drill-down

  For more information related to reports, see Styling Reports. For more information related to charts, see Traffic Light Condition Dialog Box.

• Data Bars. (Reports only.) 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. For more information, see How to Add Data Visualization Bars to a Report.
• Within. Allows you to use specific aggregation tasks at different report levels. You can use the Within phrase to manipulate display field values as they are aggregated within a sort group rather than a report column. For more information, see How to Access the Within Functionality.
• Column(s). Allows you to indicate the number of columns in which you wish to display multiple graphs. The value can be between 1 and 512. The default is 1. This option is also available from the Query Design pane shortcut menu for a Multi-graph component.

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The Links group contains the Hyperlink command to add a hyperlink or drill-down procedure to a selected field in a report.

Click Hyperlink to open the Drill Down dialog box, as shown in the following image. In the Drill Down dialog box, you can configure a hyperlink or a drill-down procedure for the selected field. Clicking that field in report output takes you to the specified URL or executes the specified procedure.

The Links Group contains the following options for specifying drill down information for the selected field:

Note: When specifying parameters for your drill down, be sure to use the ampersand (&) to add them to your parameters list.

• Web Page. Select this option to indicate that you want to drill down to a webpage. Enter a value in the URL field.
• Report. Select this option to choose a report to which to drill down from the repository.
• Refresh BI Portal. Select this option to refresh the components of the BI Portal and pass parameters to them.
• URL. Enables you to specify a webpage to which to drill down. This option is available only when Web Page is selected.
• Alternate Comment. Enables you to enter additional comments related to the drill down.
• Target. Enables you to specify a target for the drill down. Options include: New Window, Same Window, or a value that you specify. The default value is New Window.
• Parameters. Displays the parameters that you have indicated for the current drill down.