Business Intelligence Features

How to:

You can enable or invoke a number of advanced business intelligence tools from Report Painter. These include:

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Procedure: How to Access the Financial Report Painter

In the Report Painter window:

  1. Add the fields you want to include in the report.
  2. Select the column that you want to use as the For field and click the For button on the Columns toolbar. The selected For field allows the report to be structured on a row-by-row basis in the Financial Report Painter.
  3. Click the Matrix tab on the Report Painter window.

    The Financial Report Painter Design grid opens.

For details, see Creating Reports With Financial Report Painter in the Creating Financial Reports manual.

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Procedure: How to Enable Data Visualization Graphics
  1. Open the report in which you wish to insert visualization bar graphs in Report Painter.
  2. Right-click a column containing numeric data and click Visualize from the context menu.

    The Data Visualization dialog box opens.

  3. Select the Visualize check box. This activates the option and also invokes the bar graph when you subsequently run the report.

For details, see Visualizing Trends in Reports.