This video will walk you through the Home Tab in InfoAssist. The Home tab provides access to the most commonly used properties and options from the Format, Design, Filter, and Report groups.
Highlight the Home tab and its ribbon.
Point to each group.
The large button in the Format group shows the current output format. The drop-down menu for the output format button displays all supported output types. The Format group also contains buttons to toggle between a report (which is the default) or a chart. Now we are switching to a chart. And now we are switching back to a report.
Point to the output format button. Open the drop-down menu.
Click the Report button.
Click the Chart button.
Click the Report button on the status bar to change back to a report.
The Design group enables you to select the design mode for creating reports and design preview options for accessing data. Selecting Interactive Design view, also known as the Live Preview, displays a preview of the report in the Results Panel as you create the report. Selecting Query Design view displays the Query Design panel. The query design view will be familiar to those who have used programs such as Report Assistant. Selecting Document view displays the Document Layout Canvas, where you can add text, images, lines, reports and charts to create a compound document.
Highlight the Design group.
Select Interactive Design View. Add a label for Live Preview.
Select Query Design View. Add a label for the Query Design panel.
Select Document View. Label the Document Layout Canvas.
Click the Data From Source button to display output from the selected data source in live preview. Click the Use Sample Data button to display the output with just sample data, which reduces processing time by eliminating the need to access the actual data source. Click Records to set a limit on the number of rows retrieved from the data source when live preview is selected.
Click the Data From Source button.
Click the Use Sample Data button.
Click Records to show the drop-down menu.
The Filter group provides simple filtering options. When you click Filter, the filter dialog box opens. You can create or modify WHERE statements. When you select a filter in the Filter area of the Query Design panel, you can click Exclude to remove the filter. To restore a filter to a report, select an excluded filter from the Filter area of the Query Design Panel and click Include. The filter is restored to the report.
Highlight the Filter group.
Click Filter. Create a filter in the dialog box for Spain.
Select the filter in the Query Design panel and click Exclude.
Select the filter in the Query Design panel and click Include.
The Report group provides options that you can select to enhance a report. Selecting Theme opens a dialog box where you can select a colored theme other than the default. Selecting Style opens a dialog box for applying global styling to the entire report. You can edit fonts and paragraph styles. For reports only, selecting Banded opens a dialog box in which you can choose an alternating color scheme for the rows of the report. The Header and Footer button opens the Header and Footer dialog box, in which you can add and style headers and footers. For reports only, selecting Column Totals adds a grand total row to the bottom of the report to sum numeric data in each column. Also for reports only, selecting Row Totals adds a grand total column to the right side of the report to sum numeric data in each row.
Click Theme. Select a color theme.
Click Style. >Change the font.
Click Banded. Choose a color scheme.
Click Header and Footer. Type Profits into the header.
Click Column Totals.
Click Row Totals.