The Field tab appears in the ribbon when you select a data
source field in the Query Design pane or Layout canvas. The options
available in the Field tab are specific to the data type that is
selected. The options available for numeric fields are different
from the options available for non-numeric and date fields. The
Field tab provides access to the Filter, Sort, Break, Style, Format,
Display, and Links groups. It is shown in the following image.
The
Field tab provides the following groups and options.
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The Filter group contains options for filtering your report.
These include:
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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.
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Exclude. Removes, but does not delete,
the filter from the report.
-
Include. Restores a filter that was previously
excluded from a report.
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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.
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Static. This is used for prompts using
Selection. This option allows you to select multiple values at run
time.
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Dynamic. This is used for prompts using
Data Values. This option allows you to select multiple values at
run time.
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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.
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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.
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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.
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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.
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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.
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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:
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Hide
Field. Allows you to hide a selected field.
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Hide
Missing. Allows you to hide fields that have no value.
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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.
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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.
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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.
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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.
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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.
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Report. Select
this option to choose a report to which to drill down from the repository.
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Refresh BI Portal. Select
this option to refresh the components of the BI Portal and pass
parameters to them.
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URL. Enables
you to specify a webpage to which to drill down. This option is
available only when Web Page is selected.
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Alternate Comment. Enables
you to enter additional comments related to the drill down.
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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.
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Parameters. Displays
the parameters that you have indicated for the current drill down.