In this section: |
Active technologies were introduced in FOCUS 7.7.03.
In this section: |
An active report is a report that is designed for offline analysis. When using an active report, you can:
Performance may vary across browsers due to browser-specific memory limitations. For very large reports, Internet Explorer® may produce an error. For more information, refer to the Microsoft® Web site.
When working with an active report, you can:
The following image shows an HTML active report. The pop-up menu is open for the Quantity column, with the Avg Calculate operator selected.
The HTML page that you generate contains both the JavaScript and the data for the report so that you can interact with the data in a disconnected mode. Internet Explorer detects the JavaScript and issues a warning. If you look at the Internet Explorer warning, it mentions explicitly the detection of “active content,” which is the JavaScript. The same warning appears when pop-ups are blocked in the browser.
Because all post-retrieval processing is performed in the memory of the Web browser, an active report has a processing limit of approximately 5,000 records or 100 pages of output.
An active report provides customizable options for creating an HTML-formatted report that enables users to experience features similar to those found in Excel workbooks. An active report is designed for distribution to users to perform offline analysis and interactive functions without any connection to FOCUS. All of the data and JavaScript code are stored within the HTML file, which also makes the output highly compressible for e-mail and transparent to security systems.
Specific FOCUS StyleSheet commands enable developers to set the initial state of the report and control the options available to users. When you develop active reports, the options that you can control include:
To create an HTML active report, use
ON TABLE {HOLD|SAVE} [AS name] FORMAT AHTML
where:
Saves the report output to a file for later use.
Saves the output file under DDNAME name.
The following code generates an HTML active report.
All customized (non-default) values and corresponding keywords, used to specifically format an HTML active report, are shown in bold.
TABLE FILE CENTURYSALES SUM ORDERNUMBER ORDERDATE QUANTITY LINEPRICE BY PLANTCODE AS 'Plant' ON TABLE SET PAGE-NUM OFF ON TABLE SET BYDISPLAY ON ON TABLE NOTOTAL ON TABLE HOLD FORMAT AHTML ON TABLE SET STYLE * UNITS=IN, SQUEEZE=ON, ORIENTATION=PORTRAIT, $
TYPE=REPORT, GRAPHCOLOR='GREEN', GRAPHCOLORNEG='RED', $
TYPE=REPORT, FONT='ARIAL', SIZE=9, COLOR='BLACK', BACKCOLOR='NONE', STYLE=NORMAL, FREEZE-WIDTH=AUTO, LINES-PER-PAGE=30, CALC-LOCATION=BOTTOM,$
TYPE=TITLE, STYLE=BOLD, $ TYPE=REPORT, OBJECT=MENU, COLOR=RGB(0 51 102), HOVER-COLOR='WHITE', BACKCOLOR=RGB(51 204 204), HOVER-BACKCOLOR='PURPLE', BORDER-COLOR='FUCHSIA', $
TYPE=REPORT, OBJECT=STATUS-AREA, COLOR=RGB(153 51 0), BACKCOLOR='AQUA', $
TYPE=REPORT, OBJECT=CURRENT-ROW, HOVER-BACKCOLOR=RGB(255 255 153), BACKCOLOR=RGB(255 153 0), $
TYPE=REPORT, OBJECT=CALC-AREA, COLOR=RGB(153 51 0), BACKCOLOR=RGB(255 204 153), $
TYPE=REPORT, COLUMN=N2, CALCULATION=CNT, $ TYPE=REPORT, COLUMN=N4, CALCULATION=SUM, $ ENDSTYLE END
The output is:
Starting at the top of the report, notice the customized background colors, the record status and page navigation bar, the first data row (which is selected), the fourth data row (which is hovered), and the calculation row at the bottom.
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Some of the formatting options can only be controlled or implemented from the user menus in the output of an active report. For more information about these options, see User-Controlled Options in an Active Technologies Report.
You can set the initial state of an active report by customizing many report options with FOCUS StyleSheet syntax. You can enable or disable some options prior to distribution to users. The following syntax sections describe the options you can control.
To control how windows display in the report output when multiple windows are open in the Web browser, use
TYPE=REPORT, WINDOW-DISPLAY=wdisplay, $
where:
Enables the report to display multiple open windows as tabs or cascaded windows in the Web browser. Multiple windows are created in the browser when viewing data as a chart, a roll-up table, and so on.
Valid values are CASCADE or TAB.
To control the colors of the row being selected or hovered over, use
TYPE=REPORT, OBJECT=CURRENT-ROW, HOVER-BACKCOLOR=hovercolor, BACKCOLOR=selectcolor, $
where:
Specifies the object, which is the current row where the mouse pointer is clicked, or is hovering.
Specifies the background color of the row where the mouse pointer is hovering. The default value is RGB(255 252 204), which is a shade of yellow. Valid values can be either a preset color name in single quotes, for example, 'YELLOW', or the RGB (red green blue) numeric values, for example, RGB(255 255 153).
Specifies the background color of the row selected (click anywhere within a row). The default is RGB(51 255 204), which is a mix of green and blue. Valid values can be either a preset color name in single quotes, for example, 'BLUE', or the RGB (red green blue) numeric values, for example, RGB(153 53 0).
To control the user menu options, which determine the location and color characteristics of the user menu in the report, use the appropriate syntax section that follows.
To control all of the colors of the user menu, use
TYPE=REPORT, OBJECT=MENU, COLOR=textcolor, HOVER-COLOR=hovertextcolor, BACKCOLOR=backcolor, HOVER-BACKCOLOR=hoverbackcolor, BORDER-COLOR=bordercolor, $
where:
Specifies the object, which is the user menu.
Specifies the color of the text (font) in the user menu. BLACK is the default value. Valid values can be either a preset color name in single quotes, for example, 'YELLOW', or the RGB (red green blue) numeric values, for example, RGB(153 153 153).
Specifies the color for the hover text in the user menu. BLACK is the default value. Valid values can be either a preset color name in single quotes, for example, 'RED', or the RGB (red green blue) numeric values, for example, RGB(255 255 153).
Specifies the color for the background (non-text) areas in the user menu. SILVER is the default value. Valid values can be either a preset color name in single quotes, for example, 'GOLD', or the RGB (red green blue) numeric values, for example, RGB(153 51 0).
Specifies the color for the background area of the user menu where your mouse pointer is hovering. WHITE is the default value. Valid values can be either a preset color name in single quotes, for example, 'ORANGE', or the RGB (red green blue) numeric values, for example, RGB(51 204 204).
You can use this, along with the hover text color, to visually contrast the menu option where the mouse is currently hovering from the rest of the menu.
Specifies the color for the borders of the user menu. WHITE is the default value. Valid values can be either a preset color name in single quotes, for example, 'BLUE', or the RGB (red green blue) numeric values, for example, RGB(255 255 153).
To control the calculations options, which determine the column and the calculation you want to perform, along with the styling characteristics of the calculation results row, use the appropriate syntax section that follows.
TYPE=REPORT, COLUMN=coldesc, CALCULATION=calc, $
where:
Specifies the description (column name or identifier) of the column where you want to perform a calculation.
Specifies the calculation to be performed. The default is no calculation.
For columns containing numeric data, select from: SUM, AVE, MIN, MAX, CNT, CNT.DST, PCT.TOT
PCT.TOT values appear in a separate column adjacent to the column for which it is calculated, and styling is inherited from the visualization column.
For columns containing text (alphanumeric) data, select from: CNT, CNT.DST
TYPE=REPORT, CALC-LOCATION={TOP|BOTTOM}, $
where:
Specifies the top row of the report as the location of the calculation results. TOP is the default value.
Specifies the bottom row of the report as the location of the calculation results.
TYPE=REPORT, OBJECT=CALC-AREA, COLOR=color, BACKCOLOR=backcolor, $
where:
Specifies the object, which is the calculation results row.
Specifies the color for the calculation values in the calculation results row. The default value is BLACK and is inherited from the column title font color. Valid values can be either a preset color name in single quotes, for example, 'RED', or the RGB (red green blue) numeric values, for example, RGB(255 255 153).
Specifies the color for the background in the calculation results row. The default value is WHITE and is inherited from the column title background color. Valid values can be either a preset color name in single quotes, for example, 'GOLD', or the RGB (red green blue) numeric values, for example, RGB(153 51 0).
To control the colors of the graphic values used with the visualization option, use
TYPE=REPORT, GRAPHCOLOR=positivecolor, GRAPHCOLORNEG=negativecolor, $
where:
Specifies the color for the positive values displayed in the optional visualization column. BLACK is the default value. Valid values can be either a preset color name in single quotes, for example, 'BLUE', or the RGB (red green blue) numeric values, for example, RGB(255 255 153).
Specifies the color for the negative values displayed in the optional visualization column. BLACK is the default value. Valid values can be either a preset color name in single quotes, for example, 'VIOLET', or the RGB (red green blue) numeric values, for example, RGB(153 153 153).
To control the freeze column options, which determine the column (and all columns to the left) that will freeze when scrolling to the right to view other columns in the report output, use
TYPE=REPORT, FREEZE-COLUMN=coldesc, $
or
TYPE=REPORT, FREEZE-WIDTH=AUTO, $
where:
Specifies the description (column name or identifier) of the column you want to freeze. You can only specify one freeze column, which must be a BY sort field. The default value is none (no freeze column).
Enables the report to freeze at a particular column that will be automatically determined by FOCUS for optimal viewing.
If you can view the entire report output on the screen without scrolling, the freeze will not be applied.
To control the hide columns options, which determine the columns that will be hidden from view in the report output, repeat the following for each column you want to hide.
TYPE=REPORT, COLUMN=coldesc, HIDE={ON|OFF}, $
where:
Specifies the description (column name or identifier) of the column you want to hide. You can hide multiple columns, but you cannot hide all columns (at least one column must always be visible).
Enables the option.
Disables the option. OFF is the default value.
To control active report menu options available to the users, use
TYPE=REPORT, ALLOW-feature={ON|OFF}, $
where:
Specifies the feature. Select from:
PAGINATION to enable the use of show records options.
FILTER to enable the use of filtering or highlighting options.
FREEZE to enable the use of freeze column options.
CALC to enable the use of calculation options.
HIDE to enable the use of hide columns options.
CHART to enable the use of chart creating options.
EXPORT to enable the use of exporting options.
VISUALIZE to enable the use of graphical visualization options.
SORT to enable the use of sorting options.
ROLLUP to enable the use of roll-up table options.
PIVOT to enable the use of pivot table options.
COMMENTS to enable the use of comment options.
WINDOW to enable the use of window type options.
RESTORE to enable the use of restore options.
SENDEMAIL to enable the use of send as e-mail options.
SAVECHANGE to enable the use of save changes options.
PRINT to enable the use of print options.
TOOLS to enable the use Chart/Rollup Tool, Pivot Tool, and Grid Tool options.
Enables the option. ON is the default value for all user-controlled options.
Disables the option.
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For active reports, you can:
1-25 records, Page 1 of 4
You can display the range of records that appear on a page by creating a JavaScript file that overwrites the default display. For details, see Display the Range of Records on a Page.
Use the appropriate syntax section that follows.
TYPE=REPORT, LINES-PER-PAGE={n|UNLIMITED},$
where:
Specifies the number of rows displayed on each HTML page. The default value is 20 rows when the LINES-PER-PAGE option is used. Otherwise, the FOCUS default value is 57 rows.
Specifies that you want to show all the results on one HTML page.
TYPE=REPORT, OBJECT=STATUS-AREA,PAGE-LOCATION={TOP|BOTTOM},JUSTIFY={LEFT|CENTER|RIGHT}, COLOR=textcolor, BACKCOLOR=backcolor,$
where:
Specifies the object, which is the record status and page navigation bar.
The record status and page navigation bar show row and page information, where your cursor is positioned, relative to the total number of rows and pages in the report (for example, 10 of 100 records (10.00%), Page 1 of 3).
Specifies the location of the record status and page navigation bar, which is either at the top of the report above the report header, or at the bottom of the report below the report footer. TOP is the default value.
Specifies whether you want the information in the record status and page navigation bar to be centered, left-justified, or right-justified. CENTER is the default value.
Specifies the text color for the record status and page navigation bar. BLACK is the default value. Valid values can be either a pre-set color name in single quotes, for example, 'GREEN', or the RGB (red green blue) numeric values, for example, RGB(153 153 153).
Specifies the background color for the record status and page navigation bar. SILVER is the default value. Valid values can be either a pre-set color name in single quotes, for example, 'WHITE', or the RGB (red green blue) numeric values, for example, RGB(51 153 102).
By default, the strings and parameters used to display the pagination bar are stored in the IRPSTR member of the data set allocated to DDNAME JS.
Open member IRPSTR (from your data set) in a text editor and locate the following code:
'paglinetext':"<%^%rcs of %trcs records, Page %inds of %pgs%> <span id='smsg%tn'><\/span>"
'paglinetext':"<%^%frcs-%lrcs records, Page %inds of %pgs%> <span id='smsg%tn'><\/span>"
TYPE=REPORT,LINES-PER-PAGE=n,$
where:
Is the number of lines per page to display.
TYPE=REPORT,OBJECT=STATUS-AREA, JUSTIFY=just, PAGE-LOCATION=location, COLOR=textcolor, BACKCOLOR=backcolor,
where:
Is the justification for the text in the pagination bar. Valid values are LEFT, CENTER, or RIGHT. CENTER is the default value.
Is the location of the pagination bar. Valid values are TOP or BOTTOM. TOP is the default value.
Specifies the text color, either a color name enclosed in single quotation marks, or a color code in the form RGB(r,g,b). The default value is BLACK.
Specifies the background color, either a color name enclosed in single quotation marks, or a color code in the form RGB(r,g,b). The default value is SILVER.
For example, use the following StyleSheet declaration and run the report:
TYPE=REPORT, LINES-PER-PAGE=10, OBJECT=STATUS-AREA, JUSTIFY=LEFT, PAGE-LOCATION=BOTTOM,$
The pagination bar now displays 10 records per page, as shown in the following image. Based on the styling characteristics, the pagination bar appears at the bottom of the page, and the text inside the pagination bar is left-justified.
Tip: You can also specify the number of records to display per page when a report is run. Click Show Records from a drop-down menu on the report. In the following image, 5 Records per page is selected.
You can suppress the display of the pagination bar using FOCUS StyleSheet code.
ON TABLE SET STYLE * TYPE=REPORT, OBJECT=STATUS-AREA, PAGE-LOCATION=OFF, $ ENDSTYLE
Once you suppress the display of the pagination bar, you can no longer navigate to a page after the first page if the number of records in the report exceeds the records (lines) per page that you set.
The following options can be implemented only from the user menus in the output of an active report. Basic information for each of these options provides a more comprehensive understanding of this type of report.
If the ALLOW-SORT option is enabled, you can sort columns in either ascending or descending order. For string data types, the sorting is alphabetical. For date data types, the sorting is chronological. When the report view option is tabular, only single column sorts are supported. When the report view option is expandable, an inner sort is also supported.
If the ALLOW-VISUALIZE option is enabled, you can display visualization graphics in a new column inserted into the report to the right of the selected column. Negative values appear with colored bars that extend to the left of center, and positive values appear with colored bars that extend to the right of center.
If the ALLOW-CHART option is enabled, you can create charts using roll-up tables. All applied filters are respected, and all calculation methods are available to create aggregation charts. A selected BY sort field and a measure column are required. There is also an option to open charts in separate browser windows.
If the ALLOW-EXPORT option is enabled, you can export all data, or filtered data only. The export method only exports data, not the JavaScript code, which makes exported reports static without the interactive options available in an active report. The export formats supported are: Save as HTML (formatting is preserved), XML export to Excel (formatting is not preserved), and Save as CSV (formatting is not preserved).
If the ALLOW-FILTER option is enabled, you can filter or highlight data. Filtering limits the output to display only data that meets the criteria in the WHERE clause specified with the user menus. Highlighting changes the color of the data in the output based on the criteria in the WHERE clause specified with the user menus.
When multiple active reports are inserted in the same HTML page, you can apply filters on all reports containing a common BY sort field.
The AREXPIRE parameter enables you to set the date when an active report expires and the report output can no longer be displayed.
The syntax is
SET AREXPIRE = {yymmdd|xxxDAYS}
where:
Is the expiration date in the format of year, month, and day. For example, if you want the report to expire on January 1, 2009, use 090101.
Is the number of days from the current date that the report expires. Valid values are 1 to 999.
The command can also be issued from within a request using:
ON TABLE SET AREXPIRE {yymmdd|xxxDAYS}
The ARPASSWORD parameter enables you to set a password that is required to view active report output. Prior to opening the report output, the user is prompted to enter a password to unlock the report.
The syntax is
SET ARPASSWORD = password
where:
Is any character string up to 32 characters in length.
The command can also be issued from within a request using:
ON TABLE SET ARPASSWORD password
The following is a list of commands and features that are not supported for HTML active reports:
This section describes how to use active report features and functionalities.
The following image shows the pagination options in an active report.
Use any of the following options to navigate between pages in the active report.
You can apply operators to your report data so that you either filter data or highlight data based on criteria you define. You can apply multiple filters to a report and you can apply filters to filtered data.
Operators include:
The Filters Selection dialog box opens. You can change the operation after you select it.
Values are entered either by typing a value in a text box or selecting a value from a drop-down list.
If you are adding additional filters, you can apply either AND or OR logic. AND logic considers all filters and all data must pass all filters in order to be included in the report output. OR logic considers filters independently and includes data that meets any of the applied filters in the report output.
Once you apply a filter or highlight, and minimize the selection dialog box, the selection dialog box appears as a button (Filter Selection or Highlight Selection) in the bottom of the window. You can click the button to access the dialog box. If you close the dialog box, all filters and highlights clear from the report output.
In the Filter Selection dialog box, click the X adjacent to the filter/highlight you want to remove. To remove all filters or highlights, click Clear All.
Also note that if you close the Filter Selection dialog box, all filters clear from the report output.
When you select a value in the Filter Selection dialog box, a value selection dialog box displays if there are over 20 data values. Additionally, when item(s) are selected in the value selection dialog box, the item is highlighted and checked to indicate the selection.
Selecting multiple values is available for Equals and Not Equal conditions.
The Filter Selection dialog box opens.
Values are entered either by typing a value in a text box or selecting a value from a drop-down list.
If there are over 20 data values for the column, a value selection dialog box appears, as shown in the image below. For more information about selecting values to be filtered, see Usage Notes for Selecting Values.
The item(s) selected are highlighted and checked, as shown in the image below.
While the value selection dialog box appears for both alphanumeric and numeric data, indicated selections only appear for alphanumeric data.
The following apply when filtering data:
If no records are returned after applying a filter, the Status Bar states Page 1 of 1 and, for example, 0 of 10 records.
The following apply when selecting values to be filtered:
You may not type input values in the filter field.
You may not type input values in the filter field.
When a filter is applied to a report with calculations, the report refreshes and the calculated column total shows the value for the filtered data. A calculation icon appears on the pagination bar, enabling you to toggle between calculation types for the filtered data.
The calculation icon only appears when a filter is applied to a report with calculations.
Click the calculation icon on the pagination bar to toggle between calculations for the filtered data. Note that the column total value changes accordingly, as shown in the image below.
In addition to using column controls to filter and highlight your report, you may also filter, highlight, and comment individual rows of data in the active report output.
When a row is selected, the context menu offers options to add comments, highlight values and rows, and filter cells.
For example, the image below shows the context menu for a row in the active report output.
You may add multiple comments per row. Comments cannot be edited but they can be deleted.
The Add Comment dialog box appears.
A star (*) indicates that there is a comment in the row.
The Add Comment dialog box appears displaying the comment entry and the date it was created.
The comment date and entry is shown in the output.
Comments cannot be edited.
The Add Comment dialog box appears.
The comment is removed.
To highlight a row:
Select the row of data that you want to highlight, click and select Highlight Row from the context menu.
The row is highlighted in an aqua color.
You may highlight multiple rows.
To highlight a value:
Select the row of data that you want to highlight, click select Highlight Value from the context menu.
The row is highlighted in an aqua color.
Highlight Value is only applicable for one row. When you apply Highlight Value, any other highlighted rows are unhighlighted.
You may use the context menu to highlight other rows, unhighlight the row, or unhighlight all rows.
The filter option enables you to filter the output and only show a selected row of data.
The output refreshes and only shows the filtered row of data.
How to: |
You can perform calculations on data in an active report. Types of calculations that you can apply are:
For numeric fields you can also apply:
Calculations are applied to the entire data set and to the filtered and/or expanded data in the report. What this means is that reports that have filters applied or are not fully expanded will have multiple results appear for calculations. The first is the calculation for the visible data (that is the data that currently appears in the report output). The second is the result for all values in the report even if they are filtered out or are not currently showing in an expandable report.
Calculations appear in the top or bottom row of the report. When a filter is applied, you can toggle between different displays of calculated data. Calculations are not recalculated on page breaks. Some calculations may initially appear in your report. You can change these.
Calculations on data in the Scientific Notation format are not supported.
The following image shows a report where calculations appear in the top row. If you select the % of Total calculation, the results appear in a new column to the right of the selected column. For example, as shown in the following image, the % Total calculation is selected for the Line Total field.
Click the arrow in the heading of the column you want to calculate, click Calculate and then the operation.
Calculation results appear in the top or bottom row of the report, depending on how the report is designed.
Click the arrow in the heading of the column where you want to clear calculations. Select Calculate, then Clear (to clear the calculation for the individual column) or Clear All (to clear all calculations).
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You can sort data in any row of an active report in ascending or descending order.
Click the arrow in the heading of the column you want to sort and select Sort Ascending or Sort Descending.
You can also sort data by adding a Table of Contents (TOC). The TOC enhances the display of groups of data. You can view one section of a report at a time, or you can view all sections at once.
You can enhance navigation within a large executed report by adding a dynamic based Table of Contents (TOC). To take advantage of this feature, the report must contain at least one vertical sort (By) field. Add the following command to the report request:
ON TABLE SET COMPOUND 'BYTOC n'
where:
Represents the number of vertical sort (BY) fields to include in the TOC, beginning with the first (highest-level) sort field in the request. The hierarchy of sort fields is determined by the order in which they are specified in the request.
The default value is 1, meaning that only the highest-level sort field and its values are displayed in the TOC. You can omit the single quotation marks if you omit the n.
The following image is an example of an HTML active report with a Table of Contents sort option.
How to: |
Tab window navigation options are available when multiple windows are open in the active report within a Web browser.
Tabs show the open windows as tabs across the top of the active report. Click the tabs to navigate between the open windows.
You may also select Restore Original from any column heading to return to the original view of the active report.
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You can control the columns and subtitles that appear and the number of records that appear in an active report. When you hide a column in an active report, you can still filter and highlight the report based on values in the hidden column. Hide respects all other report functions. For example, if you have a filter or calculation applied to a report and then you hide a column, the calculations and filters remain unchanged.
You can also freeze report columns so you can keep some data stationary while you scroll to the right in the report output.
If you are working with an accordion active report, the Freeze and Pagination options are not available.
Click the arrow in the heading of the column you want to hide and select Hide Column from the menu.
You can restore hidden fields by clicking the arrow in the heading of the column and selecting Show Columns, then Unhide All or a particular field name.
Click the arrow in the heading of the column and select Hide Subtitles from the menu.
You can hide subtitles from any sort column in the report. However, when you sort the report with any other column besides the first sort column, subtitles automatically disappear.
You can restore hidden subtitles by clicking the arrow in the heading of the column and selecting Show Subtitles.
The Hide/Show Subtitles option appears when a SubHeading or SubFooting column is available in the report.
Click the arrow in any column heading and then select Show Records and a value from the pop-out menu.
The report shows the number of records you select. All report information appears in the record status and page navigation bar, which can be moved from the top to the bottom of the report by clicking the pagination icon.
Select Freeze options from the column pop-up menu.
Note that Freeze options are only available when a report does not fit in the current window. Therefore, if your report fits in the current window, Freeze options are unavailable in the menu. If you resize the report, or a column or row extends beyond the proportion of the window, then Freeze options become activated and are available for use.
Pop-up menus sometimes get cut off when freezing columns, depending on which column is frozen and how wide it is.
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Data visualization, or peer graphics, enable you to visually compare the values of numeric columns. When you select the visualization option, bars that reflect the value of the data display in a column to the right of the data. Data visualization bars do not represent true proportions. They are algorithmically scaled to be relative to the other values in the column to make comparisons of similar values simple.
Data visualization bars update dynamically when you add a filter to the report. You can toggle between visualization of filtered data or total data.
The following report shows the Quantity field with visualization applied.
Click the arrow in the heading of the column you want to visualize and select Visualize from the menu.
The Visualize option only appears for numeric columns.
In this section: |
How to: |
Reference: |
You can view data in your active report as a line, bar, scatter, or pie chart. For example, the following image shows an HTML active report.
The following image shows a chart that was rendered from the data in the report. This is a pie chart that shows the sum of the values in the Quantity field by Plant.
Once a chart is rendered, you can use the chart icons as follows.
Chart Icon |
Action |
---|---|
Create new charts to compare values, especially when using the Freeze options. Change or add fields. You can only add fields to a bar or line chart. Export charts to another application or open the Chart/Rollup Tool. |
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Change the chart type to a bar chart. |
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Change the chart type to a pie chart. |
|
Change the chart type to a line chart. |
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Change the chart type to a scatter chart. Scatter charts are available for numeric columns. |
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View the chart as a report in table format. |
|
Freeze Chart. You can link or unlink a chart to the filters you have applied in your report using the Freeze Chart button. The button indicates whether the report is linked to the filter (Freeze Chart) or not (UnFreeze Chart). |
|
Change the aggregation method. |
Scatter charts are available for numeric columns.
The menu that appears shows you how the chart is going to be created. The first row tells you the calculation, for example Group By (SUM), then the following rows list the vertical (By) sort fields in the report that you can select for the X-axis. The column title you clicked on is the field that displays on the Y-axis.
The chart is rendered. You may create a new chart from the chart window, create a Rollup Table, change the type of calculation for the column, and view data tips for the chart items.
Tip: To view data tips in a chart, hover your mouse over the pie slice (or column, or dot, depending on your chart type), to view the data tip for the field. For example, the following image shows a data tip for a column in a bar chart.
If you click on a column, the data tip includes the column data and name, as shown in the following image.
Another chart window opens with the same chart.
Any additional filters that you apply do not affect this chart window.
Select the Freeze icon again to unfreeze the chart and link the chart to the report when new filters are applied.
You can select Sum, Avg, Min, Max, Count, or Distinct as the aggregation method (calculation type) for numeric data. You may select Count or Distinct as the aggregation method (calculation type) for non-numeric data.
For information about the available types of calculation in active reports, see Calculating Data.
The following apply to charts.
How to: |
You can view data in an active report in a Rollup Table. For example, the following image shows a partial active report that has the Order Number, Date of Order, Line Total, and Quantity sorted by Plant and by Product. If you need to see only the quantity in stock for each plant, you can create a Rollup Table with only those fields, as shown in the following image.
The Rollup Table appears in a separate window.
How to: |
Reference: |
Pivot Tables reorganize and summarize selected columns and rows of data in order to obtain a desired report. A Pivot Table pivots, or turns, the data to view it from different perspectives, without actually changing the data from the report.
The selected column is the vertical sort field and the selected row is the horizontal sort field in the Pivot Table.
The Pivot Table appears in the same Web browser session.
The Pivot Table inherits the style used in the original active report.
You may use the Pivot controls and Pivot Table menu options to select additional values and calculations.
The following image is an example of a Pivot Table for an HTML active report.
The following icons are available from the Pivot Table:
The New icon opens a new window with the same Pivot Table. This Pivot Table window can be used to compare values, especially when you use the Freeze option.
Add additional vertical sort fields (Add (Y)) and horizontal sort fields (Group By (X)) to the Pivot Table.
You may also export the Pivot Table to another application and open the Pivot Tool.
Select the Freeze icon to keep the Pivot Table frozen so that additional selection criteria does not reflect in the Pivot Table.
Select the Freeze icon again to unfreeze the table and reflect new selection criteria in the Pivot Table.
The Calculation icon identifies the calculation value for the Pivot Table. Options are Sum, Avg, Min, Max, Count, and Distinct.
Sum is the default calculation value.
The Pivot Table has individual controls for each sorting column or row. These controls enable you to alternate the sorting to analyze the data. The following image is an example of the Pivot controls in a Pivot Table.
The following controls are available from the Pivot Table.
Button |
Control |
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Moves a column sort to a row sort or vice versa. |
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Up/Down arrows enable you to switch the order of the sorts and moves the column to a new position in the Pivot Table. Arrows are grayed out if there is only one sort column. |
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Right/Left arrows enable you to switch the order of the sorts and moves the row to a new position in the Pivot Table. Arrows are grayed out if there is only one sort row. |
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Deletes the column or row from the Pivot Table. |
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The Grid Tool enables you to change the column order, select multiple columns to sort ascending or descending, hide and show columns, add a calculation result to a column, and add subtotals in the active report.
The Grid Tool is available as long as you do not include the following StyleSheet declaration in the request:
TYPE=REPORT,ALLOW-GRID=OFF,$
The Grid Tool opens as shown in the image below.
The columns are displayed in the order that they appear in the active report.
Tip: You may left-click and drag the columns in the Column Order section to reorder the list.
By default, the Grid Tool displays Hide icons for the hidden fields (HIDE=ON StyleSheet setting) and NOPRINT fields in the procedure. The Grid Tool displays Show icons for anything else.
There are no calculations set by default.
When columns are added to the Sort Order section, options for sorting ascending or descending appear. The default sort order is ascending, lowest to highest (A to Z). Click the sort order icon to switch to descending, highest to lowest (Z to A).
In the example below, COUNTRY is descending and CAR is ascending.
A Subtotal column appears in the Sort Order section. No subtotals are selected by default.
When Group sort columns is selected, the columns in the report are grouped by the order specified in the Sort Order section. These columns are repositioned to the beginning of the report and override the Column Order list.
In the following example, MODEL and SEATS are hidden, DEALER_COST and RETAIL_COST have a Sum aggregation type, COUNTRY, CAR, MODEL, and SEATS appear in the Sort Order column, Group sort columns is selected, and Subtotal is applied to CAR.
The active report is generated based on the sort fields selected.
In the example below, the subtotal of sum values appear under DEALER_COST and RETAIL_COST by the CAR field. You may select Grid Tool from the column menu to open the Grid Tool again.
The following apply when you use the Grid Tool in active reports:
TYPE=REPORT,OBJECT=CALC-AREA,COLOR=WHITE,BACKCOLOR=BLACK,$
TYPE=TITLE,FONT='GEORGIA',COLOR=RGB(78 137 187),$
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The Chart/Rollup Tool enables you to select multiple group fields in the Chart or Rollup Table generated.
The Chart/Rollup Tool contains a list of columns available in the active report and Group By and Measure sort fields. Click and drag the columns into the desired sort field.
The Chart/Rollup Tool opens as shown in the image below.
For charts, Group By is the column(s) used for the X-axis and Measure is the column(s) used for the Y-axis.
Pie chart is selected by default.
In the example below, CAR and MODEL are the Group By sort fields, DEALER_COST and RETAIL_COST are the Measure fields, and Line chart is selected.
The Chart or Rollup Table is generated based on the sort fields selected. You may click the New icon from the Chart or Rollup Table and select Chart/Rollup Tool to open the Chart/Rollup Tool again.
The following apply when you use the Chart/Rollup Tool in active reports:
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By default, a Pivot Table groups the selected column as the vertical sort field and the selected row as the horizontal sort field. The Pivot Tool enables you to select multiple group fields in the Pivot Table generated.
Pivot Tables reorganize and summarize selected columns and rows of data in order to obtain a desired report. For more information, see Viewing Data in a Pivot Table.
The Pivot Tool contains a list of columns available in the active report and Group By, Across, and Measure sort fields. Click and drag the columns into the desired sort field.
The Pivot Tool opens as shown in the image below.
A column must be included for the Group By and Measure sort fields (Measures typically define how much or how many). The Across sort field is optional.
In the example below, CATEGORY and RATING are the Group By sort field, COPIES is the Across sort field, and WHOLESALEPR is the Measure field.
You may not use multiple Measures.
The Pivot Table is generated based on the sort fields selected. You may click the New icon from the Pivot Table and select Pivot Tool to open the Pivot Tool again.
The following apply when you use the Pivot Tool in active reports:
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You can save an active report from your browser to another location. You can e-mail active reports as an HTML attachment. You can also export data in an active report to HTML, CSV (comma-delimited), or XML (Excel) formats. You can export the entire data set or only filtered records. Export does not include the JavaScript that makes interaction possible due to browser security settings, only static data is exported. All data that you see in your report is exported. For example, if you have applied calculations to a column, those calculations appear in the exported data. In addition to exporting data, you may also export charts created in active reports to Microsoft® Excel®, Word, and PowerPoint®.
The active cache feature does not support the Save Changes and Send as E-mail options for active reports.
In order to save an active report, ensure that your Temporary Internet Files setting is set to Automatic.
The Prompt dialog box opens.
To use the Save Changes option, you must enable ActiveX® in your browser security settings.
The report is saved with the most recent modifications applied.
The original report name will not show these modifications.
You may print All records or Filtered only.
Tip: Click the arrow in any column heading and select Filter to filter data. For more information about filtering, see Filtering and Highlighting Data.
The data is sent to the printer.
The Mozilla Firefox® browser and the Safari® browser do not support the Export XML (Excel) feature of HTML active reports.
Using Safari as the Web browser has identical functionality to Mozilla Firefox. A limitation for both Safari and Mozilla Firefox is the unavailability of the export directly to Microsoft Excel function in the HTML active report. The export directly to Microsoft Excel function in HTML active reports requires ActiveX controls, which are supported only when you use Internet Explorer as the Web browser.
The active report menu options Export to HTML and Export to CSV (comma-delimited) export data in Unicode only. Exporting data in an encoding scheme other than Unicode is not supported. For instance, in the Save HTML Document dialog box in Internet Explorer, you must select Unicode from the Language drop-down list. The requirement that you export data in Unicode applies to all platforms.
Formatting is only preserved for reports that are exported in HTML format. If you export data to HTML and then change the file extension in the Save as dialog box to .xls, when you open the file in Excel, it retains all formatting.
The Save as dialog box opens.
A new browser window also opens that shows the exported data. This data shows due to browser security features.
Field formats with dollar signs and decimals are not exported to CSV and XML (Excel) formats. They export as plain integers.
When you export charts, the selected application opens and a chart is created in a new worksheet, document, or presentation. You must use Internet Explorer as the default browser in order to successfully export data to a Microsoft Office application.
Ensure that ActiveX controls and plug-ins are enabled.
The chart is exported to the selected application.
The chart opens in the corresponding Microsoft Office application.
The following image is an example of a chart exported to Excel.
The following image is an example of a chart exported to Word.
The following image is an example of a chart exported to PowerPoint.
You must use Internet Explorer as the default browser in order to successfully e-mail active reports.
The Mozilla Firefox browser and the Safari browser do not support the Send as E-mail feature of HTML active reports.
Using Safari as the Web browser has identical functionality to Mozilla Firefox. A limitation for both Safari and Mozilla Firefox is the unavailability of Send as E-mail functions in the HTML active report. Send as E-mail functions in HTML active reports require ActiveX controls, which are supported only when you use Internet Explorer as the Web browser.
The HTML file that is created by Active Technologies contains JavaScript so that you can interact with the data in a disconnected mode. When you send an active report in HTML using e-mail, many e-mail client programs on a smartphone or any other mobile device may block the JavaScript in the attachment. A third-party tool may be required in order to correctly view the attachment.
The Prompt dialog box opens.
If Microsoft Outlook® is your default e-mail system, an e-mail is opened with the AHTML report as an attachment.
If Microsoft Outlook is not your default e-mail system, save the active report as an HTML document and attach the file to your e-mail message.
Note: When using Internet Explorer 7 and Microsoft Office Outlook 2003 or 2007 on Windows, you may receive the error message Access is denied, if you click the attached HTML file to preview the active report before you send it. Once the e-mail is sent, the HTML file will open and the active report will be displayed correctly on the machine of the e-mail recipient.
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