Using Custom Reporting Features

How to:

You can use the following custom features when creating reports in InfoAssist.


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Procedure: How to Rank Fields in a Report

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.

  1. With a report open, in the Query Design pane, select a By or a Measure field.

    The Field tab appears on the ribbon.

  2. In the Sort group, click Rank.

    A rank column appears, as shown in the following image.

    Rank Column

    Note: The rank column can now be edited and formatted like any other column, with the following exceptions:

    • The only formatting that can be applied is Traffic Light Conditions.
    • It cannot be hidden.
    • You cannot insert breaks or a filter on the RANK column.
    • No column can be moved in between the rank column and the column it is ranking.

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Procedure: How to Limit the Values of a Column in a Report

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.

  1. With a report open, in the Query Design pane, select a By or Measure field.

    The Field tab appears on the ribbon.

  2. In the Sort group, enter a value in the Limit field, or select a value from the list. The number of unique values that appear in the column is now limited to value that you set.

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Procedure: How to Add Page and Line Breaks to a Report

You can add page breaks and line breaks to report output for the primary sort field.

  1. With a report open, in the Query Design pane, select a By (sort) field.

    The Field tab appears on the ribbon.

  2. From the Break group, click Page Break or Line Break.

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Procedure: How to Add Subtotals to a Report
  1. With a report open, in the Query Design pane, select a By (sort) field.

    The Field tab appears on the ribbon.

  2. From the Break group, click Subtotal.

    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.

    Report With Page Break

    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.

    Report With Line Break

    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 Recomputed. 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.

    Report With Subtotals


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Procedure: How to Add Column Totals to a Report

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 Recomputed. 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.

Report With Column Totals


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Procedure: How to Add Row Totals to a Report

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.

Report With Row Totals


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Procedure: How to Add Subheadings and Subfootings to a Report

You can add subheadings and subfootings to report output for the sort field.

  1. With a report open, in the Query Design pane, select a By (sort) field.

    The Field tab appears on the ribbon.

  2. From the Break group, click Sub Header or Sub Footer.

    The Sub Header & Sub Footer dialog box opens.

  3. In the Sub Header & Sub Footer dialog box, type and style the text, and click OK.

    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.

    Report With Subheading and Subfooting


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Procedure: How to Add Pop-Up Titles to a Report

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.

Report With Pop Up Title


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Procedure: How to Add Data Visualization Bars to a Report

You can add data visualization bars to the report output for a selected numeric data source field.

  1. With a report open, in the Query Design pane, select the numeric data source field.

    The Field tab appears on the ribbon.

  2. In the Display group, click Data Bars.

    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.

    Report With Data Bars


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Procedure: How to Display Numeric Measure Data Using Aggregation Options in a Report

You can display numeric measure data using a variety of aggregation type values other than the default of Sum.

  1. With a report open, in the Query Design pane, select the numeric measure field.

    The Field tab appears on the ribbon.

  2. Access the Aggregation Functions menu by doing one of the following:
    • From the Display group, click Aggregation.
    • Right-click the selected measure field, point to More, then Aggregation Functions, and choose one of the following options:
      • Sum
      • Average
      • Count
      • Count Distinct
      • Percent of Count
      • Distinct Values
      • First Value
      • Last Value
      • Maximum
      • Minimum
      • Total
      • Percent
      • Row Percent
      • Median
      • Average Square

    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.

    Aggregation Prefix Operators in 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.

    Minimum and Maximum Aggregation Options



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Procedure: How to Access the Within Functionality

You can use the Within functionality to apply specific aggregation tasks at different report levels.

  1. With a report open, in the Query Design pane, select the numeric measure field.

    The Field tab appears on the ribbon.

  2. On the Field tab, in the Display group, click Within, as shown in the following image.

    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.

  3. On the Within menu, click the down arrow to select the Within phrase for the By or Across field, as shown in the following image.

  4. Select a By or Across field from the list of available fields.
  5. Run the report to view output.

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Procedure: How to Display Repeated Sort Values in a Report

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.

Report Before Sort Value Applied

The second image shows the same report with Repeat Sort Value applied.

Report With Sort Value Applied


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Procedure: How to Recalculate the Result of a Compute Command

For more information on the compute command, see Calculation Group.

  1. With a report open, in the Query Design pane, select a By (sort) field.

    The Field tab appears on the ribbon.

  2. You can recalculate the result of a Compute command in one of the following ways:
    • Ribbon: On the Field tab, in the Break group, open the Subtotal menu. On the menu, click Recomputed.
    • Right-Click Menu: Right-click a sort field, point to Break, then Subtotal, and then click Recomputed.

      Note: Recompute is not available for Across fields.


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