Side panel
The Side panel consists of the following areas:
Main side panel (
)
Objects panel
The Objects panel () allows you to view the objects retrieved from the data providers and allows you to manage variables. It contains the following items.
Item | Button | Description |
---|---|---|
Zoeken | ![]() |
Allows you to search for a specific report object. |
Expand all | ![]() |
Allows you to expand all hierarchies in the panel. |
Collapse all | ![]() |
Allows you to collapse all hierarchies in the panel. |
Modes and settings | ![]() |
Allows you to change the presentation of the report objects in the panel. Click the button and make one of the following selections.
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Add a new variable | ![]() |
Allows you to add a new variable to the report. |
Structure panel
The Structure panel () allows you to view the different elements (tables, charts, cells, etc.) used in the report. It contains the following items.
Item | Button | Description |
---|---|---|
Zoeken | ![]() |
Allows you to search for a specific report object. |
Expand all | ![]() |
Allows you to expand all hierarchies in the panel. |
Collapse all | ![]() |
Allows you to collapse all hierarchies in the panel. |
Alphabetical order | ![]() |
Allows you to sort the report elements alphabetically. This item is deselected by default.
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Map panel
The Map panel () allows you to navigate the sections of the report you're viewing.
- If the report you've run contains sections or you add a section to it, click a section to navigate to it.
- If the report you've run doesn't contain any sections, the following message appears when you open this tab: This report contains no sections.
Document Properties panel
The Document Properties panel () displays the document properties and statistics and allows you to edit some of its options
Shared Elements panel
The Shared Elements panel () allows you to view, add, and manage shared elements if they're contained in the report. It contains the following items.
Item | Button | Description |
---|---|---|
Check Revision | ![]() |
Allows you to search for a specific report object. |
Update | ![]() |
Allows you to expand all hierarchies in the panel. |
Prompts panel
The Prompts panel lists () all the prompts included in the report and shows whether they are mandatory or optional. It contains the following items.
Note: If this panel option doesn't appear, it's because the report you've run doesn't contain any prompts.
Item | Button | Description |
---|---|---|
Zoeken | ![]() |
Allows you to search for a specific report object. |
Share variants | ![]() |
Allows you to expand all hierarchies in the panel. |
Group | ![]() |
Allows you to collapse all hierarchies in the panel. |
Move prompt up | ![]() |
Allows you to move a prompt up in the hierarchy after selecting the prompt. |
Move prompt down | ![]() |
Allows you to move a prompt down in the hierarchy after selecting the prompt. |
Show prompt answers | ![]() |
Allows you to view the answers you entered for the prompt values. This item is deselected by default. |
Build side panel (
)
Data panel
The Data panel () is used to define the data structure of the selected item (e.g., filtering, sorting, ranking, etc.). By default, this panel displays the Filter panel only. Click a column in the report to view the Feeding, Sort, Ranking, and Break panels.
Feeding panel
The Feeding panel () contains two expandable accordions that allow you to transform the presentation of the report or edit the report columns.
Item | Button | Description |
---|---|---|
Turn Into... | ![]() |
Allows you to reformat the table in the report or turn the report table into a chart. Click a button to transform the report. If you do not have the Instant Apply checkbox selected, you will need to click Apply to reformat the default report table. Options include:
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Data Assignment | ![]() |
Allows you to reorder or hide the existing report columns or add an additional report object from the Main side panel > Objects panel (![]() To reorder or hide an existing column:
To add a report object to the report:
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Filter panel
Item | Button | Description |
---|---|---|
Filtered By | ![]() |
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Element Link | ![]() |
Click Create element link to create an element link. |
Sort panel
The Sort panel () allows you to apply additional sorts to the report. To add a sort:
- Expand the Add a sort drop-down list and select a report object from the list. The column for the selected report object will be automatically sorted in ascending order.
- (Optional) To change the sort order, click the Sort ascending button (
) to change the column sort to descending order.
Ranking panel
The Ranking panel () allows you to configure a ranking in the report. To configure a ranking:
- Click Add a rank.
- Select one of the following checkboxes.
- Top (default) - Ranks the highest records in the block.
- Bottom - Ranks the lowest records in the block.
- Enter the number of records you want to rank.
- Select the measure on which the ranking will be based from the Based on drop-down list.
- (Optional) Select a specific dimension in the block that you want to rank from the Ranked by drop-down list.
- Select a mode from the Calculation mode drop-down list.
- Count (default) - Keeps the top/bottom n values
- Percentage - Keeps the top/bottom n% of the total number of values
- Cumulative Sum - Keeps the top/bottom values until the sum reaches the value n
- Cumulative Percentage - Keeps the top/bottom values until the sum reaches n% of the total
- Click OK.
Break panel
The Break panel () allows you to break your table on values that are the most relevant to you. To add a break:
- Select a report object to break on from the Add a break drop-down list.
- Click the Settings button (
) for the break you just created.
- Select the Value based break checkbox and then click Values....
- Select the values you want to apply and then click OK.
Format panel
The Format panel () allows you to format the report. By default, this panel displays the following panels: Display Settings, Appearance Settings, and Layout Settings. Click a column in the report to view the Text Settings panel.
Display Settings panel
The Display Settings panel () allows you to hide charts whenever they are empty. To hide a chart, select one of the following checkboxes:
- Hide always - Hides the chart
- Hide when empty - Hides the chart when it's empty
- Hide when formula is true - Enter a formula in the box to hide the chart when the formula is true
If you do not have the Instant Apply checkbox selected, you will need to click Apply to update the report.
Appearance Settings panel
The Appearance Settings panel () appears when you open the Format panel in the Buide side panel. It allows you to adjust the display of the report and report columns. The options displayed depend on whether you have opened the report or selected a column in the report.
If you do not have the Instant Apply checkbox selected, you will need to click Apply to update the report.
Report display
Item | Button | Description |
---|---|---|
Read content as | ![]() |
Allows you to select how you want the content to display from the drop-down list. |
Padding | ![]() |
Allows you to specify the padding for the top, bottom, left side, and right side of report cells. |
Report background
Item | Button | Description |
---|---|---|
Background color | ![]() |
Allows you to apply a color to the background of your report. To select a new color:
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Background pattern | ![]() |
Allows you to add a pattern to the background of your report. To add a background pattern:
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Report hyperlinks
Item | Button | Description |
---|---|---|
Visited hyperlink | ![]() |
Allows you to select a color for visited hyperlinks in the report from a drop-down menu. |
Unvisited hyperlink | ![]() |
Allows you to select a color for unvisited hyperlinks in the report from a drop-down menu. |
Report border style
Item | Button | Description |
---|---|---|
Border color | ![]() |
Allows you to select a border color from the drop-down menu. |
Border line style | ![]() |
Allows you to select a border line style from the drop-down list. |
Border thickness | ![]() |
Allows you to pick the border thickness from the drop-down list. |
Border drawing tool | ![]() |
Allows you to select where you want a border to appear within the report. |
Text Settings panel
The Text Settings panel () appears when you select a column in the report. It allows you to update the text formatting for the selected column. If the Instant Apply checkbox is not selected, you must click Apply to update the report.
Item | Button | Description |
---|---|---|
Font name | ![]() |
Allows you to pick a new font for the report text. |
Font size | ![]() |
Allows you to change the size of the report text. |
Text color | ![]() |
Changes the text color on the selected element. |
Bold | ![]() |
Bolds the selected text. |
Italic | ![]() |
Italicizes the selected text. |
Underline | ![]() |
Underlines the selected text. |
Strikethrough | ![]() |
Draws a line through the middle of the selected text. |
Align Left (default) | ![]() |
Aligns your text with the left margin. |
Center | ![]() |
Centers your text on the screen. |
Align Right | ![]() |
Aligns your text with the right margin. |
Justify | ![]() |
Adds space between the words so that both edges of each line are aligned with both margins. |
Align Top (default) | ![]() |
Aligns text with the top of the cell. |
Center | ![]() |
Aligns text with the center of the cell. |
Align Bottom | ![]() |
Aligns text with the bottom of the cell. |
Wrap text | ![]() |
This option is selected by default. Deselect the checkbox to unwrap the text. |
Layout Settings panel
The Layout Settings panel () allows you to adjust the entire report or a specific column. The options available in this panel depend on whether you have selected the entire report or a specific column.
Panel options for the entire report
Item | Button | Description |
---|---|---|
Rows | ![]() |
Allows you to select how many rows should be displayed on each page of the report. |
Columns | ![]() |
Allows you to select how many columns should be displayed on each page of the report. |
Size | ![]() |
Allows you to specify the page size of the report. This applies to print layout only. |
Orientation | ![]() |
Allows you to set the orientation of the report. This applies to print layout only. |
Margins | ![]() |
Allows you to set the margins of the page. This applies to print layout only. |
Scaling | ![]() |
Allows you to set the report size using one of two options. Both options apply to the print layout only.
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Panel options for columns
Item | Button | Description |
---|---|---|
Column width | ![]() |
Allows you to set a specific width for the columns in the report. |
Column minimum height | ![]() |
Allows you to set a specific minimum height for the columns in the report. |
Object or Variables Properties panel
The Object or Variables Properties panel () allows you to edit the properties of the objects in the query (e.g., name, qualification, description, data type, etc.). It contains the following items.
Item | Button | Description |
---|---|---|
General properties | ![]() |
Allows you to view information about a report object in the report. To view report object information:
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Edit custom order | ![]() |
Allows you to edit the order of values for a report object in the report. To create a custom order of report object values:
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Prompt properties | ![]() |
Allows you to view information about a prompt in the report. To view report prompt information:
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