Filtering, Totals,
and Formatting Tabular Views
Step #1: Formatting
Columns and Changing Column Order
1 Additional formatting can be done column by column, by selecting
the format icon (looks like a hand) within any column. Doing so opens the
column format dialogue box.
2 The column order can be changed by dragging and dropping
the column, or the parent heading (if they are being displayed). When dragging,
a dark blue bar indicates where the column or group can be dropped.
1. Investigate the options available if you select the
“Column Properties” icon (looks like a hand). Don’t make any changes yet!
2. Practice dragging and dropping the columns to re-order the
column order. Notice that you can re-order columns on both the “Criteria” tab and
the “Results” tab (as long as you are in the table editor, not the compound
layout).
3. Make sure the column order is Region, Brand,Units, and
Dollars before continuing.
Step # 2: Filtering
the Request
1 Requests can easily be filtered by selecting the filter icon
(looks like a funnel) on any column on the Criteria tab. This will open the
filter dialogue box.
1. Click the Criteria tab.
2. Click on the filter icon on the “Region” column. This
will open the filter dialogue box.
When you want to filter on a column that doesn’t exist on
the request, hold down the <CTRL> key and select the column from the pick
list. This will open the filter dialogue box without adding the column to the request.
2.Clicking the “Limited Choices” option will constrain the
resulting list to any other filter that has already been set. For example, if
the user had already set a filter on the column “Country” to “United States”,
then the only regions appearing in this list would be regions in the U.S.
There are many options for filtering including using the operator
column to include, exclude, or set a range of values.
1. Click the “All Choices” option.
2. Select two regions from the resulting list, the “CENTRAL REGION”
and “EASTERN REGION”.
3. Select the “OK” button.
4. Click the Tabular View icon to see your results.
Step #3: Adding a
Grand Total
The request content is now filtered to display just the two
specified regions.
Clicking on the “Sigma” button in the upper left hand corner
will add a grand total line to the request.
Step #4: Totals and
Sub-Totals.
1.Clicking on the “Sigma” button in the upper left hand
corner will add a grand total line to the request.
2.Clicking the “Sigma” button on any column, will add a
sub-total break whenever a new element appears in the list.
1. Click the button above the “Region” column to add a
sub-total break after each region.
Result
1.The request now has sub-totals wherever there is a “break”
in the elements in the first column...
2...and a grand-total at the bottom of the request.
Step #5: Opening the
Compound Layout Editor
Each request will be contained in a compound layout when
added to a dashboard. The compound layout contains the title, tabular views,
charts, or any other items needed to display the request.
Clicking on the “Compound Layout” button (to the left of the
editor drop-down) will take you to the compound layout editor, where you can
arrange multiple request objects (such as this tabular view, and other views,
such as charts), for display on the Dashboard.
Step #6: Editing a
View
The compound layout contains different views of the data as
well as views such as the title view. At this point we have the title view and
the tabular view in the compound layout.
Each view contains the following icons:
1.Click on the Edit View button in the Table.
Format View – set alignments and widths, etc.
Edit View – clicking this will put the view into edit
mode.
Delete View – clicking this will remove the view from the compound
layout.
Notice that we are now editing the table and there is a message saying “Editing within Compound Layout View” in yellow. Once you are done editing the view you can either click OK to save your changes or Cancel to return without saving.
The view will still be saved with the request but will not
be displayed on the dashboard. We will do this in a future exercise.
Step #8: Adding a View to the Compound Layout
To add a “view” to the compound layout, click an icon to the
right of the words “Add View”. These are the most commonly used views.
This will add the view to the bottom of the compound layout.
You can drag and drop the view to the desired place after adding it.
The following icons are displayed:
Table
Chart
Pivot Table
Filter
1 If you click the words “Add View” you will see additional “views”
that can be added to the compound layout, such as Column Selectors and View Selectors.
We will be adding these in a future exercise.
Result
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