Building a Compound Document

Building a Compound Document

In this section:

Reference:

Output Format Options in Compound Documents

Document view allows you to build multiple reports and charts on the same canvas. The styling, design, and report building functionality of Interactive Design view and Query Design view is available in Document view, as well as additional features that simplify building compound documents. You can build and insert multiple reports in the form of reports and charts. You can also insert images and text for presentation and organizational purposes.

Creating a Compound Document From a Single Report

You can take a single report created in Interactive Design view or Query Design view and convert it into a Compound document, displaying it in the Document view.

When you convert a single report into a compound document, the original report is preserved and a copy of that report is opened as a compound document in Document view. You can then add additional reports, charts, images, and text.

Inserting a Chart

How to:

With InfoAssist opened in Document view, you can insert multiple charts and reports onto the canvas. Following the procedures below, you can insert charts into new compound documents and documents that are already populated with reports, text, and images.

In Document view, you can insert a chart in the following ways.

Use the Insert tab.
Drag and drop a data source field onto the canvas.
Double-click a data source field.
Right-click a data source field.

Note: Using the Insert tab, double-clicking a data source field, and right-clicking a data source field will all result in a chart placeholder being inserted in the top-left corner of the canvas. Dragging and dropping a data source field onto the canvas will insert the place holder at the location you dropped the data source field.

The following procedures detail how to insert new charts. For more information on how to edit existing charts, see How to Style and Customize a Chart.

Procedure: How to Insert a Chart With the Insert Tab

In Document view, you can insert charts in a number of ways. Inserting charts with the Insert tab is unique to Document view. For more information on the Insert tab, see Using the Insert Tab.

With InfoAssist open in the Document view, select the Insert tab from the Control Panel.
Select Chart in the Reports group, as shown in the following image.

A chart placeholder appears in the top-left corner of the canvas.

You can now add fields to the chart using the canvas and the Resources Panel. For more information on how to use the Resources Panel to add additional fields to the report, see Understanding the Resources Panel.

Procedure: How to Insert a Chart With Drag and Drop

In Document view, you can insert charts in a number of ways. Inserting charts by dragging data source fields from the Resources panel onto the Layout Canvas can be accomplished in both the Interactive Design view and Document view. To insert a chart, make sure that Chart is selected in the Destination group of the Format tab. This option is also on the Home tab, in the Format group.

With InfoAssist open in Document view, select the Format tab from the Control Panel.
Select Chart in the Destination group, as shown in the following image.

Note: Chart can also be selected from the Home tab, in the Format group.
Select a data source field from the Data pane in the Resources Panel and drag it onto the Layout Canvas. Make sure that you drop the data source field onto an open area of the canvas and not on top of another chart or report.
A chart placeholder with the selected data source will appear in the Results panel, as shown in the following image.

You can now add fields to the chart using the canvas and the Resources Panel. For more information on how to use the Resources Panel to add additional fields to the report, see Understanding the Resources Panel.

Procedure: How to Insert a Chart With Double-Click

In Document view, you can insert charts in a number of ways. Inserting charts by double-clicking a data source field in the Resources panel can be accomplished in the Query Design view, Interactive Design view, and Document view. To insert a chart, make sure that no report is actively selected on the canvas and Chart is selected in the Destination group of the Format tab. This option is also on the Home tab, in the Format group.

You cannot insert a new chart with a double-click if a report is actively selected. If a report is selected, click the canvas to deselect the report and make the canvas the active object.
Select the Format tab from the Control Panel.
Select Chart in the Destination group, as shown in the following image.

Note: Chart can also be selected from the Home tab, in the Format group.
Double-click a data source field in the Data pane of the Resources Panel.
A chart placeholder with the selected data source will appear in the Results panel, as shown in the following image.

You can now add fields to the chart using the canvas and the Resources Panel. For more information on how to use the Resources Panel to add additional fields to the report, see Understanding the Resources Panel.

Procedure: How to Insert a Chart With Right-Click

In Document view, you can insert charts in a number of ways. Inserting charts by right-clicking a data source field in the Resources panel can be accomplished in the Query Design view, Interactive Design view, and Document view. To insert a chart, make sure that no report is actively selected on the canvas and Chart is selected in the Destination group of the Format tab. This option is also on the Home tab, in the Format group.

You cannot insert a new chart with a right-click if a report is actively selected. If a report is selected, click the canvas to deselect the report and make the canvas the active object.
Select the Format tab from the Control Panel.
Select Chart in the Destination group, as shown in the following image.

Note: Chart can also be selected from the Home tab, in the Format group.
Right-click a data source field in the Data pane of the Resources Panel. A menu will appear, as shown in the following image.
Select from the available right-click options, which are listed below.
- Include as Measure - For measure (numeric) fields.
- Include as Category Axis - For dimension (non-numeric or date) fields.
- Include as Legend Series - For dimension (non-numeric or date) fields.
- Filter - For all types of fields
- Coordinated
Note: The Coordinated field container contains a common sort field for creating multiple reports and graphs that are burst into separate page layouts. Each value for a coordinated sort field displays on a separate page.

A chart placeholder with the selected data source will appear in the Results panel, as shown in the following image.

Note: The chart placeholder will turn into a live preview of the chart once both X-axis and Y-axis data fields are selected.

You can now add fields to the chart using the canvas and the Resources Panel. For more information on how to use the Resources Panel to add additional fields to the report, see Understanding the Resources Panel.

Inserting a Report

How to:

With InfoAssist opened in Document view, you can insert multiple charts and reports onto the canvas. Following the procedures below, you can insert reports into new compound documents and documents that are already populated with reports, text, and images.

In Document view, you can insert a report in the following ways.

Use the Insert tab.
Drag and drop a data source field onto the canvas.
Double-click a data source field.
Right-click a data source field.

Note: Using the Insert tab, double-clicking a data source field, and right-clicking a data source field will all result in a report placeholder being inserted in the top-left corner of the canvas. Dragging and dropping a data source field onto the canvas will insert the place holder at the location you dropped the data source field.

The following procedures detail how to insert new reports. For more information on how to edit existing reports, see How to Style and Customize a Report.

Procedure: How to Insert a Report With the Insert Tab

In Document view, you can insert reports in a number of ways. Inserting reports with the Insert tab is unique to Document view. For more information on the Insert tab, see Using the Insert Tab.

With InfoAssist open in the Document view, select the Insert tab from the Control Panel.
Select Report in the Reports group, as shown in the following image.

A report placeholder will appear in the top-left corner of the canvas.

You can now add fields to the report using the canvas and the Resources Panel. For more information on how to use the Resources Panel to add additional fields to the report, see Understanding the Resources Panel.

Procedure: How to Insert a Report With Drag and Drop

In Document view, you can insert reports in a number of ways. Inserting reports by dragging data source fields from the Resources panel onto the Layout Canvas can be accomplished in both the Interactive Design view and Document view. To insert a report, make sure that Report is selected in the Destination group of the Format tab. This option is also on the Home tab, in the Format group.

With InfoAssist open in Document view, select the Format tab from the Control Panel.
Select Report in the Destination group, as shown in the following image.

Note: Report can also be selected from the Home tab, in the Format group.
Select a data source field from the Data pane in the Resources Panel and drag it onto the Layout Canvas. Make sure that you drop the data source field onto an open area of the canvas and not on top of another chart or report.
A report with the selected data source will appear in the Results panel, as shown in the following image.

You can now add fields to the report using the canvas and the Resources Panel. For more information on how to use the Resources Panel to add additional fields to the report, see Understanding the Resources Panel.

Procedure: How to Insert a Report With Double-Click

In Document view, you can insert reports in a number of ways. Inserting reports by double-clicking a data source field in the Resources panel can be accomplished in the Query Design view, Interactive Design view, and Document view. To insert a report, make sure that no report is actively selected on the canvas and Report is selected in the Destination group of the Format tab. This option is also on the Home tab, in the Format group.

You cannot insert a new report with a double-click if a report is actively selected. If a report is selected, click the canvas to deselect the report and make the canvas the active object.
Select the Format tab from the Control Panel.
Select Report in the Destination group, as shown in the following image.

Note: Report can also be selected from the Home tab, in the Format group.
Double-click a data source field in the Data pane of the Resources Panel.
A report with the selected data source will appear in the Results panel, as shown in the following image.

You can now add fields to the report using the canvas and the Resources Panel. For more information on how to use the Resources Panel to add additional fields to the report, see Understanding the Resources Panel.

Procedure: How to Insert a Report With Right-Click

In Document view, you can insert reports in a number of ways. Inserting reports by right-clicking a data source field in the Resources panel can be accomplished in the Query Design view, Interactive Design view, and Document view. To insert a report, make sure that no report is actively selected on the canvas and Report is selected in the Destination group of the Format tab. This option is also on the Home tab, in the Format group.

You cannot insert a new report with a right-click if a report is actively selected. If a report is selected, click the canvas to deselect the report and make the canvas the active object.
Select the Format tab from the Control Panel.
Select Report in the Destination group, as shown in the following image.

Note: Report can also be selected from the Home tab, in the Format group.
Right-click a data source field in the Data pane of the Resources Panel.
A menu will appear, as shown in the following image.
Select from the available right-click options, which are listed below.
- Sum
- Sort
- Across
- Include as Coordinated
- Filter
- Slicers
A report with the selected data source will appear in the Results panel, as shown in the following image.

You can now add fields to the report using the canvas and the Resources Panel. For more information on how to use the Resources Panel to add additional fields to the report, see Understanding the Resources Panel.

Inserting Reports From Multiple Data Sources

How to:

Insert Two Reports From Two Different Data Sources

With InfoAssist opened in Document view, you can insert multiple charts and reports onto the canvas. These reports can be from different data sources. With compound documents, you have the option to add additional data sources to the document.

In order to insert reports from different data sources, the compound document must have multiple data sources loaded. For more information on adding and switching between data sources, see Using the Data Tab.

Note: You do not have the ability to use multiple data sources when working with a Reporting Object.

Procedure: How to Insert Two Reports From Two Different Data Sources

Compound documents have the ability to display multiple reports from multiple data sources on the same document.

With InfoAssist open in Document view, insert a chart or report following the instructions in Building a Compound Document.
If your document has only one data source, insert additional data sources.
For more detailed instructions on inserting multiple data sources, see Using the Data Tab.
Switch to a data source different than the one used in step 1.
For more detailed instructions on switching to a different data source, see Using the Data Tab.
Insert a chart or report using this new data source, following the instructions given in Building a Compound Document.
Your compound document is now populated with reports that have data from different data sources. You can add as many data sources as you need.

Inserting an Existing Report

How to:

Insert an Existing Report With the Insert Tab

With InfoAssist opened in Document view, you can insert existing charts and reports onto the canvas. Following the procedure below, you can insert reports into new compound documents and documents that are already populated with reports, text, and images.

In Document view, you can insert a report from the Insert tab.

Procedure: How to Insert an Existing Report With the Insert Tab

You can create a document in the Custom Reports section of the domain, and use Standard Reports items as Existing Report components. You cannot use other Custom Report items as components.

With InfoAssist open in the Document view, select the Insert tab from the Control Panel.
Select Existing Report in the Reports group, as shown in the following image.

The Open dialog box will appear.
Browse to the report you want to insert and click OK.
The report will appear in the top-left corner of the canvas.

Resting the mouse on an existing report displays the report title as a ToolTip. You cannot edit an existing report that is inserted into a compound document.

Inserting Text and Images

How to:

With InfoAssist opened in Document view, you can insert text and images onto the canvas. Following the procedures below, you can insert text and images into new compound documents and documents that are already populated with reports, text, and images. Inserting text and images is a feature unique to Document view and cannot be done in Interactive Design view or Query Design view.

The following procedures detail how to insert text and images. For more information on how to edit existing text and images, see Editing Components in a Compound Document.

Procedure: How to Insert Text

With InfoAssist open in the Document view, select the Insert tab from the Control Panel.
Select Text in the Objects group, as shown in the following image.

A text component will appear in the top-left corner of the canvas with default text, as shown in the following image.
Double-click or right-click the text component to edit the text.
For more information on editing and styling the text, see How to Edit Text.

Procedure: How to Insert an Image

With InfoAssist open in the Document view, select the Insert tab from the Control Panel.
Select Image in the Objects group, as shown in the following image.

An Open dialog box appears, as shown in the following image.
Browse to the desired image and press OK.
The selected image will appear in the top-left corner of the canvas, as shown in the following image.

Editing Components in a Compound Document

How to:

The reports, controls, and text on a compound document can be edited, moved, resized, and deleted. Each of these components has a context menu which can be accessed by right-clicking the component. Images can be moved, resized, and deleted, but they have no context menu and cannot be edited. Right-clicking a image will only bring up the option to delete it.

Procedure: How to Resize a Component

You can resize of a component by clicking it, changing the height and width from the Size & Arrange group on the Layout tab, or by accessing the Size section of the Size and Position dialog box. This feature is available for all components that can be added to a compound document.

Open or create a compound document with at least one report, text component, control, or image.
Click the component and resize it using one of the following methods:
- With a component selected, sizing handles appear around the component, as shown in the following image.
  
  Resize the component by dragging the sizing handles.
  
  or
- Right-click the component and select Size and Position.
  
  Select Size from the left pane, as shown in the following image.
  
  Use the Height and Width options to change the position of the selected component. You can adjust the the pixel size of the object with the Size options or the scale percentage of the object with the Scale options.
  
  or
- With the component selected, change the size and width options from the Size & Arrange group on the Layout tab, as shown in the following image.
  
  You can lock the aspect ratio using the Aspect Ratio button. With the aspect ratio locked changing the width will automatically change the height to keep the component to scale and changing the height will automatically change the width.
Note: The Auto Overflow option is available for reports through the Size & Arrange group and the Size and Position dialog box. With Auto Overflow set you cannot manually set the height and width of a report, the area of the report will expand automatically to show all data.

The AutoFit option is available for reports through the Size & Arrange group and the Size and Position dialog box. With AutoFit set reports will automatically grow to accomodate newly added fields.

Procedure: How to Move a Component

You can move a component by clicking it or by accessing the Position section of the Size and Position dialog box. This feature is available for all components that can be added to a compound document. You can also align components with each other so that their horizontal or vertical position matches. For more information, see How to Align Components.

Open or create a compound document with at least one report, text component, control, or image.
Click the component and move it by using one of the following methods:
- Use the mouse to drag the component anywhere on the canvas.
  
  or
- Right-click the component and select Size and Position.
  
  Select Positon from the left pane, as shown in the following image.
  
  Use the Horizontal and Vertical options to change the position of the selected component.

Procedure: How to Align Components

You can align components with each other so that their horizontal or vertical position matches. You must have multiple components selected to use the align options.

The alignment is anchored by the component that is farthest in the selected alignment position. For example, if you select two components and then select Align Left, the components will be aligned horizontally with the far left component.

Open or create a compound document with at least two components.
Select a component.
Select a second component by holding the Ctrl key and clicking on a component.
Sizing handles appear around the components, as shown in the following image.
Align the components using one of the following methods:
- Right-click one of the selected components and select an alignment option from the Align drop-down menu, as shown in the following image.
  
  or
- Access the alignment options from the Align drop-down menu available in the Size & Arrange group of the Layout tab, as shown in the following image.
The selected components will be aligned, as shown in the following image.

Procedure: How to Style and Customize a Report

When you click a component, it enables you to perform functions such as moving and resizing, as explained in How to Move a Component. After a single click, the Control Panel can be used to affect all settings of the selected component except for fields. You can double-click or right-click a component, which allows you to select individual fields to be edited through the Context menu or Field tab.

The procedure below applies only to reports. Charts can be edited and have a context menu that is covered in How to Style and Customize a Chart. Text can be edited and has a context menu that is covered in How to Edit Text. Images cannot be edited.

Open or create a compound document with at least one report.
Click the report.
Sizing handles will appear around the border, as shown in the following image.

Take note of the groups on the Field tab. The groups of the Field tab are still grayed out and inactive, as shown in the following image.
Right-click the report, and select Edit Report, as shown in the following image.

Note: You can also activate the report by double-clicking it, which has the same functionality as right-clicking and then selecting Edit Report.
You can now select fields within the report. Select a field by clicking it in the canvas and take note of the now active groups on the field tab, as shown in the following image.

Note: You can also select a field within the report by clicking the field in the Query pane of the Resources Panel. Make sure that the report that contains the field you would like to edit is selected on the canvas.

You can now edit the selected report through right-click commands, which bring up the Context menu or use of Control Panel, which contains options similar to those of the Context menu. For more information on styling and customizing reports, see Customizing and Styling Reports.

Procedure: How to Style and Customize a Chart

When you click a component, it enables you to perform functions such as moving and resizing, as explained in How to Move a Component. After a single click, the Control Panel can be used to affect all settings of the selected component except for fields. You can double-click or right-click a component, which allows you to select individual fields to be edited through the Context menu or Field tab.

The procedure below applies only to charts. Reports can be edited and have a context menu that is covered in How to Style and Customize a Report. Text can be edited and has a context menu that is covered in How to Edit Text. Images cannot be edited.

Open or create a compound document with at least one chart.
Click the chart.
Sizing handles appear around the border, as shown in the following image.

Take note of the groups on the Field tab. The groups of the Field tab are still grayed out and inactive, as shown in the following image.
Right-click the chart, and select Edit Chart, as shown in the following image.

Note: You can also activate the chart by double-clicking it, which has the same functionality as right-clicking and then selecting Edit Chart.
You can now select fields within the chart. Select a field by clicking it in the canvas and take note of the now active groups on the field tab, as shown in the following image.

Note: You can also select a field within the chart by clicking the field in the Query pane of the Resources Panel. Make sure that the chart that contains the field you would like to edit is selected on the canvas.

You can now edit the selected chart through right-click commands, which bring up the Context menu or use of the Control Panel, which contains options similar to those of the Context menu. For more information on styling and customizing charts, see Creating and Customizing Charts.

Procedure: How to Edit Text

When you click a component, you can perform functions such as moving and resizing, as explained in How to Move a Component. You can double-click or access the Context menu by right-clicking a component.

The procedure below applies only to text. Reports can be edited and styled and have a context menu that is covered in How to Style and Customize a Report. Charts can be edited and styled and have a context menu that is covered in How to Style and Customize a Chart. Images cannot be edited.

Open or create a compound document with at least one text component.
Click the text.
Sizing handles appear around the border, as shown in the following image.
Right-click the text, and select Edit Text, as shown in the following image.

Note: You can also activate the context menus by double-clicking the text, which has the same functionality as right-clicking and then selecting Edit Text.
A cursor appears over the text. Click anywhere in the text box and begin entering text.
Highlight the text you would like to edit and right-click, a context menu appears.

Using the options in the Context menu, you can style the text and insert quick text.

The text component menu options are as follows:

Value	Description	Format Options
Font	Changes the font of the selected text.	Not available
Size	Changes the size of the selected text.	Not available
Bold	Changes the font weight of the selected text.	Not available
Italic	Applies or removes italics from the selected text.	Not available
Underline	Applies or removes underline from the selected text.	Not available
Text color...	Changes the text color.	Not available
Cut	Cuts the selected text.	Not available
Copy	Copies the selected text.	Not available
Paste	Pastes text from the clipboard.	Not available
Insert date/time	Inserts Date or Time quick text with various format options.	MM/DD/YY HH.MM.SS MMDDYY MMDDYYYY DDMMYY DDMMYYYY YYMMDD YYYYMMDD
Insert page #	Inserts page number quick text with various format options.	Page X Total pages Page X of Y

Procedure: How to Delete a Component

The procedure below applies to all components in the Document view.

Open or create a compound document with at least one component.
Right-click the component, select Delete and the component will be deleted from the canvas.

Note: You can also delete a component by clicking it and pressing the Delete key.

Reference: Output Format Options in Compound Documents

A compound document cannot output in Excel 2007, Excel Pivot, or Excel Formula format.

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