Using Custom Reporting Features

How to:

You can use the following custom features when creating reports in InfoAssist.

Rank - Inserts a ranking column for By and Measure fields in a Report. For details, see How to Rank Fields in a Report.
Limit - Limits the number of unique variables in a column. For details, see How to Limit the Variables of a Column in a Report.
Page Breaks - Starts a new page in the output when the primary sort field changes. For details, see How to Add Page and Line Breaks to a Report.
Line Breaks - Inserts a line in the report output when the primary sort field changes. For details, see How to Add Page and Line Breaks to a Report.
Subtotal - Inserts subtotals in the output for all numeric fields when the primary sort field changes. For details, see How to Add Subtotals to a Report.
Column Totals - Inserts a grand total row at the bottom of the report to sum numeric data in each column. For details, see How to Add Column Totals to a Report.
Row Totals - Inserts a grand total column to the right side of the report to sum numeric data in each row. For details, see How to Add Row Totals to a Report.
Sub Head - Adds a subheading just below the column titles in the report output when the primary sort field changes. For details, see How to Add Subheadings and Subfootings to a Report.
Sub Foot - Adds a subfooting at the end of the data on each page of the report output when the primary sort field changes. For details, see How to Add Subheadings and Subfootings to a Report.
Pop-up Titles - Adds pop-up titles to report output when the mouse pointer hovers over a column title. For details, see How to Add Pop-Up Titles to a Report.
Data Bars - Adds data visualization bars to numeric data. For details, see How to Add Data Visualization Bars to a Report.
Aggregation - Displays numeric measure data using aggregation options other than the default of Sum. For details, see How to Display Measure Data Using Aggregation Options in a Report.
Repeat Sort Values - Displays all repeated sort values instead of blanks after the first instance of a new sort value appears in the report. The default behavior is to display blanks after the first instance of a new sort value. For details, see How to Display Repeated Sort Values in a Report.
Recompute - Recalculates the result of a Compute command. Recompute is similar to Subtotal in that it recalculates only at the specified sort break. For more details, see How to Recalculate the Result of a Compute Command.

Procedure: How to Rank Fields in a Report

You can add rank columns to BY and Measure fields in a Report by using the Rank button in the Sort group. Adding a rank column to a BY field will insert a rank column immediately to the left of the field. Adding a rank column to a Measure field will create a copy of the column as a BY field and add a rank column to the left of the new BY field.

Note: The rank option can also be accessed by right-clicking on a BY or Measure field and accessing the Rank option through the context menu.

Select a By or Measure field in the Query Design pane.
The Field tab is displayed in the Control Panel.
Select Rank from the Sort group. A rank column will now appear, as shown in the following image.

Note: The rank column can now be edited and formatted like any other column, with the following exceptions:
- The only formatting that can be applied is Traffic Light Conditions.
- It cannot be hidden.
- You cannot insert breaks or a filter.
- No column can be moved in between the rank column and the column it is ranking.

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Procedure: How to Limit the Variables of a Column in a Report

You can limit the number of unique variables that appear in a column using the Limit drop-down menu available in the Sort group of the Fields tab when a column is selected.

Note: The Limit option can also be accessed by right-clicking on a column and accessing the Limit option through the context menu.

Select a By or Measure field in the Query Design pane.
The Field tab is displayed in the Control Panel.
Enter a number or select a number from the Limit drop-down menu in the Sort group. The field will now be limited to the entered number of unique values.

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Procedure: How to Add Page and Line Breaks to a Report

You can add page breaks and line breaks to report output for the primary sort field.

Select a By (sort) field in the Query Design pane.
The Field tab is displayed in the Control Panel.
Select Page Break or Line Break from the Break group.
Run the report.

If you select Page Break, a new page is created every time the value of the primary sort field changes. Each page includes a new set of column titles, as shown in the following image.

Page Break report output

If you select Line Break, a new divider line is inserted in the report output every time the value of the primary sort field changes, as shown in the following image.

Line Break report output

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Procedure: How to Add Subtotals to a Report

Select a By (sort) field in the Query Design pane.
The Field tab is displayed in the Control Panel.
Select Subtotal from the Break group.
Run the report.

Selecting Subtotal inserts a line, descriptive text (*TOTAL FIELD Value), and subtotals for all numeric fields every time the value of the primary sort field changes. The following image is an example of report output when you select the Subtotal option.

Subtotal report output

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Procedure: How to Add Column Totals to a Report

Select the Home tab in the Control Panel.
Select Column Totals from the Report group.
Run the report.

Selecting Column Totals adds a grand TOTAL row at the bottom of the report that sums numeric data in each column, as shown in the following image.

Column Totals report output

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Procedure: How to Add Row Totals to a Report

Select the Home tab in the Control Panel.
Select Row Totals from the Report group.
Run the report.

Selecting Row Totals adds a grand TOTAL column to the right side of the report that sums numeric data in each row, as shown in the following image.

Row Totals report output

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Procedure: How to Add Subheadings and Subfootings to a Report

You can add subheadings and subfootings to report output for the primary sort field.

Select a By (sort) field in the Query Design pane.
The Field tab is displayed in the Control Panel.
Select Sub Head or Sub Foot from the Break group.
In the Sub header or Sub footer dialog box that opens, type the desired text, style the text using the styling controls (if desired), and click OK.
The following image shows the Sub header dialog box.
Run the report.

Subheadings are displayed just below the column titles in the report output every time the value of the primary sort field changes. Subfootings are displayed at the end of the data on each page of the report output every time the value of the primary sort field changes. The following image shows how subheadings appear in the report output.

Subheadings report output

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Procedure: How to Add Pop-Up Titles to a Report

Select the Format tab in the Control Panel.
Click Title Popup in the Features group.
Run the report.

Selecting Title Popup displays pop-up titles when the mouse pointer hovers over any column title in the report output, as shown in the following image.

Title Popup report output

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Procedure: How to Add Data Visualization Bars to a Report

You can add data visualization bars to the report output for a selected numeric data source field.

Select the desired numeric data source field in the Query Design pane.
The Field tab is displayed in the Control Panel.
Select Data Bars from the Specific group.
Run the report.

A data visualization column is added to the right of the selected numeric data source field to display values in each row. The column uses horizontal bars that extend from left to right in varying lengths, depending on the corresponding data values. The following image is an example of report output when you select the Data Bars option.

Data Bars report output

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Procedure: How to Display Measure Data Using Aggregation Options in a Report

You can display numeric measure data using a variety of aggregation type values other than the default of Sum.

Select the desired numeric measure data source field in the Query Design pane.
The Field tab is displayed in the Control Panel.
Select Aggregation from the Specific group, or right-click the selected measure field and select Aggregation Functions.
In the Aggregation Functions drop-down menu that opens, as shown in the following image, the choices are Sum, Average, Count, Count Distinct, Percent of Count, First Value, Last Value, Maximum, Minimum, Total, Percent, Row Percent, and Average Square.

If you change the Measure field container from Sum to Print, Count, or List, it overrides all assigned aggregation type values.

The following image is an example of the MIN (minimum), MAX (maximum), and AVE (average) aggregation prefix operators added to measure fields in the Query Design pane.
Run the report.
The following image is an example of report output produced by assigning the Minimum, Maximum, and Average aggregation options to measure fields in a report.

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Procedure: How to Display Repeated Sort Values in a Report

Select the Format tab in the Control Panel.
Click Repeat Sort Value in the Features group.
Run the report.

When you select Repeat Sort Value, all repeated sort values are displayed in the report output, as shown in the following image. This option overrides the default behavior, which displays blanks after the first instance of each new sort value that appears in the report.

Repeat Soft Value report output

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Procedure: How to Recalculate the Result of a Compute Command

Select a By (sort) field in the Query Design pane.
The Field tab is displayed in the Control Panel.
You can recalculate the result of a Compute command either by:
Selecting Recompute from the Break group as shown in the following image.

Or, selecting Recomputed Totals from the right-click menu on a sort field, as shown in the following image.

Note: Recompute is not available for ACROSS fields.
Run the report.

The following image shows a calculated field name Diff, which is the difference between Dollars and Buddollars. This value is then recomputed for each sort break on region. The recomputed value is the difference between the totals for Dollars and Buddollars.

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