x

In the Resources panel, each field has an image associated with it. The following table displays each image and describes what it represents.

Icon	Type
	Database
	Dimension Segment
	Measure Segment
	Locked Segment
	Unique Segment
	Key Field
	Index Field
	Blob or Compute Field
	Text or Alpha Field
	Date or Date and Time Field
	Numeric Field
	Calculated Date Field
	Calculated Numeric Field
	Calculated Other Field
	Calculated Text Field

x

The Filter area of the Query Design pane displays the filters that have been created for the selected report. The filter area contains both advanced and simple filters, as shown in the following image.

For more information on simple filters, see Using the Field Tab. For more information on advanced filters, see Using the Data Tab.

Note: The Filter area displays all created filters, both active (included) and inactive (excluded).

x

There are several ways that you can add data source fields to a report. You can drag and drop, double-click, or right-click data source fields in the Data pane to add them to a Query field container or Filter in the Query Design pane. After you add data source fields to a Query field container, you can change the order of the fields by dragging and dropping one field above or below another field. In Query Design view, you can also add data source fields in the Data pane to Report Heading, Report Footing, Page Heading, and Page Footing text fields in the Query Design pane, depending on which Header/Footer options are selected in the Query View group of the View tab.

Drag and Drop. The method that provides the most control is drag and drop. You can drag and drop data source fields from the Data pane to the desired Query field container, Filter, or Heading and Footing text fields in the Query Design pane. For a larger work area in which to drop data source fields in the desired Query field container, make sure that Query Design view is selected, and then select Areas 2x2 or Areas 1x4 from the Query View group of the View tab. You select Query Design view by going to the Design group of the View tab or Home tab and selecting Query. That selection expands the Query Design pane so that it is displayed in the Results Panel.

Multi-Select. You can multi-select data source fields that you want to add to a report in Interactive Design view, Query Design view, and Document view. To select multiple data source fields to add to a report, click the desired fields while holding the Ctrl key on the keyboard. You can drag and drop fields onto the canvas pane, or add them to the Query field container.

Double-Click. To automatically add a field to the appropriate field container in the Query Design pane, you can double-click a data source field in the Data pane. When you double-click a numeric measure field in the Data pane, it is automatically added to the Sum (Measure) Query field container. When you double-click a dimension (non-numeric or date) field in the Data pane, it is added to the By (Row Label) Query field container for a report, or to the X Axis Query field container for a chart. You cannot automatically add a field to the Across (Column Label) Query field container for a report, or to the Legend (Series) and Multi-graph Query field containers for a chart.

Right-Click. You can also right-click a field in the Data pane to add it to the Filter area or a Query field container in the Query Design pane. For reports, the available right-click options are as follows:

• Sum - For measure (numeric) fields.
• Sort - For all types of fields.
• Across - For dimension (non-numeric or date) fields.
• Include as Coordinated - Only available in Document view.
• Filter - For all types of fields.
• Slicers - For all types of fields

The following image shows the pop-up menu that appears when you right-click a field in the Data pane of a report.

For charts, the available right-click options are as follows:

• Sum - For measure (numeric) fields.
• Include as Category Axis - For dimension (non-numeric or date) fields.
• Include as Legends Series - For dimension (non-numeric or date) fields.
• Filter - For all types of fields.
• Slicers - For all types of fields
• Include as Coordinated - Only available in Document view.

The following image shows the pop-up menu that appears when you right-click a field in the Data pane of a chart in Interactive view and Query Design view.

The following image shows the pop-up menu that appears when you right-click a field in the Data pane of a chart in Document view.

Although most measure fields are composed of numeric values, and most dimension fields are composed of non-numeric or date values, there can be exceptions, depending on the selected data source.

x

The Query Design pane, which contains the Filter and Query (field container) areas, is displayed below the Data pane, except when you select Query Design view, which expands the size of the Query Design pane and displays it in the Results Panel. There are different field containers for reports and charts.

Reports. For all reports, the Query field containers in the Query Design pane include Sum, By, and Across.

• Use the Sum field container to aggregate or display numeric measure fields. Its right-click menu provides options to Sum (the default), Print, Count, or List the fields in the report.
• Use the By field container to vertically sort dimension fields to produce row labels in the report output. Dimension fields are normally non-numeric or date fields.
• Use the Across field container to horizontally sort dimension (non-numeric or date) fields to produce column labels in the report output.

The following image shows the Filter and Query (field container) areas of the Query Design pane as it appears in the Resources Panel for reports.

Charts. For most charts, the Query field containers in the Query Design pane include Measure (Sum), X Axis, Legend (Series), and Coordinated. More complex charts that require additional data dimensions have alternative field containers.

• Use the Measure (Sum) field container to aggregate or display numeric measure field values.
• Use the X Axis field container to sort dimension (non-numeric or date) fields in the chart output.
• Use the Legend (Series) field container to display dimension (non-numeric or date) fields as color-coded values (lines, bars, areas, scatter plots) that match the color-coded dimension values displayed in the legend below the chart. Legend (Series) provides functionality that is similar to an Across field in a report.
• Use the Coordinated field container to collectively sort and collate by a common sort group (for Compound documents only).

The following image shows the Filter and Query (field container) areas of the Query Design pane as it appears in the Resources Panel for most charts in Interactive view and Query Design view.

For pie charts, the Query field containers in the Query Design pane include Measure (Sum), Pie slices, Category, and Coordinated.

• Use the Measure (Sum) field container to aggregate or display numeric measure field values in the pie.
• Use the Pie slices field container to display dimension (non-numeric or date) fields as color-coded pie slices that match the color-coded dimension values displayed in the legend below the chart. The Pie slices field container is the equivalent of the Legend (Series) field container used for other chart types.
• Use the Category field container to sort dimension (non-numeric or date) fields in the chart output. Category is the equivalent of the X Axis field container used for other chart types.
• Use the Coordinated field container to collectively sort and collate by a common sort group (for Compound documents only).

The following image shows the Query (field container) area of the Query Design pane as it appears in the Resources Panel for pie charts in Interactive view and Query Design view.

x

Reference: Right-Click Field Options in Query Design Pane

In the Query Design pane, you can right-click any field and select from a list of available options that are displayed in the pop-up menu that appears. The options that you can select vary, depending on the type of Query field container in which the field is located and the type of report that you are creating (report or chart).

Report. When you create a report, the Query field containers in the Query Design pane include Sum (Measure), By, and Across.

Right-clicking a Sum field in a report displays the Filter Values, Sort, Visibility, Change Title, Edit Format, More, and Delete options, as shown in the following image. You can select more to access the Data Bars, Aggregation Functions, and Traffic Light Conditions options.

Right-clicking a By field in a report displays the Filter Values, Sort, Break, Visibility, Change Title, More, and Delete options, as shown in the following image. You can select more to access the Traffic Light Conditions option.

Right-clicking an Across field in a report displays Filter Values, Sort, Break, Visibility, Change Title, and Delete options, as shown in the following image.

Chart. When you create a chart, the Query field containers in the Query Design pane include Measure (Sum), X Axis, Legend (Series), and Coordinated (for Compound documents only).

Right-clicking a Measure (Sum) field in a chart displays the Filter Values, Visibility, Change Title, More, and Delete options, as shown in the following image. You can select more to access the Aggregation Functions and Traffic Light Conditions options.

Right-clicking an X Axis or Legend (Series) field in a chart displays the Filter Values, Sort, Visibility, Change Title, and Delete options, as shown in the following image.

Right-clicking a Coordinated field in a chart displays all the preceding options, with the exception of Change Title.

Top of page