Step
#1: Accessing a Subject Area
1.Subject Areas are
collections of metrics and attributes that can be reported together in a
meaningful way.
2.Completed requests can be accessed either through a directory structure..
3 ... or through any
Dashboard page, in which that request has been “dropped.” (Requests can be
placed in an unlimited number of Dashboard pages.)
1. Select the link
“Answers” at the top of your web page.
2. Select the subject area
“Paint” on the right side of the Answers page. When you need to find an
existing request but you don’t where the request has been stored in the
directory structure, you can track it down through the Dashboard tab in
Answers.
Step #2: Selecting Columns
1.Once a subject area is
selected, a “Pick List” appears on the left of the screen, organizing metrics
and attributes into folders.
2.When clicked, the
selected metric or attribute appears in the column list...
3...and any selected
filters appear in the filters list. In this case, no filters have been added.
4.The user then has the
option of picking from one of the standard request view types including:
Tabular View
Charted View
Pivot Table View
1. Open each of the folders in the “Pick List” on the left side of the Answers page.
2. Click on the following
fields in the pick list:
A. Region
B. Brand
C. Units
D.
Dollars
Step #3: Creating a Tabular request
1.Selecting either the
tabular request icon (looks like a grid), or selecting the Results tab
directly, generates a tabular request view from the selected columns.
2.The results tab navigator
will always inform you as to which view you are currently in. Its current setting
indicates that we are in the tabular view.
3.Clicking the “Table View
Properties” icon (looks like a hand) allows you to add “green bar” styling to
the request (which colors every other row, used for reports without grouping);
it allows you to enable sorting through the Dashboard; and it allows you to
show or hide column headers, among other functions.
1. Click on the “Tabular
View” icon.
2. Click the format icon
(looks like a hand).
Step
#4: Formatting Basics: Green Bar and Parent Columns
For tabular requests that
will be placed in a Dashboard, it may also be desirable to enable sorting
through the Dashboard, which allows the user to sort high to low on any column
simply by clicking on it.
The user can also choose
to display the columns “table headings” (which are actually the names of the
folder in which the “column” is contained) as separate parent rows on the
request. This allows a nice method of organizing columns for better
readability.
Result
The resulting request
now has the folder names displayed as parent columns.
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