This video will walk you through the Field Tab in InfoAssist.
The Field Tab is only available when you select a data source from the Query Design pane. The options available in the Field tab are specific to the data type that is selected.
Highlight the entire Field Tab.
Point to or highlight each group as they are read off.
Information on the Filter group is reviewed in the Home Tab video
Highlight the Filter Group.
Highlight Filter as its sentence is read.
Highlight Include and Exclude as their sentences are read.
Highlight Prompt as its sentence is read.
The Sort Group provides sort options, including Up, Down, Rank, and Limit.
Selecting Up sorts the selected field in ascending order. Up is the default sort option.
Selecting Down sorts the selected field in descending order.
Selecting Rank inserts a rank column immediately to the left if a BY field is selected.
Rank is only available for reports.
The Limit drop-down menu allows you to specify the number of unique values displayed for a sort group that has been added. The Limit drop-down is only available for reports.
Highlight the Sort Group.
Highlight Up as its sentence is read.
Highlight Down as its sentence is read.
Highlight Rank as its sentence is read.
Highlight Limit as its sentence is read.
The Break Group enables you to customize report options and is only available for reports.
Selecting Page Break starts a new page when the selected sort field changes.
Selecting Line Break inserts a line in the report output when the primary sort field changes.
Selecting Sub Head opens a dialog box where you can type text to add a subheading
just below the column titles in the report output when the primary sort field changes.
Selecting Sub Foot opens a dialog box where you can type text to add a subfooting at
the end of the data on each page of the report output when the primary sort field changes.
Selecting Subtotal inserts a line, total text , and subtotals for all numeric fields when the primary sort field changes.
Selecting Recompute recalculates the values of an already calculated field.
Highlight the Break Group.
Highlight Page Break as its sentence is read.
Highlight Line Break as its sentence is read.
Highlight Sub Head as its sentence is read.
Highlight Sub Foot as its sentence is read.
Highlight Subtotal as its sentence is read.
Highlight Recompute as its sentence is read.
The Style Group provides styling options for reports and charts. For a selected field in a report, you can customize the font type, font size, font color, and background color. You can also justify text (left, center, right), style fonts and restore styling to the default values. You can apply styling to the Data, column Title, or both the Data and column Title for the selected field in a report.
Highlight the Style Group.
Click the Style Group when the second sentence is read.
Just keep the video on a still of the Style Group as a whole.
The Format Group provides formatting options for virtual or column fields including Alphanumeric, Integer, Decimal, Currency, Percentage, Comma, and Decimal Spaces.
Highlight the Format Group.
Click the Format group halfway through the sentence.
The Specific Group Provides additional options for a selected field, including Data Bars,
Aggregation, and Traffic Lights.
For reports only, selecting Data Bars adds a data visualization column to the right of a
selected numeric field.
Selecting Aggregation opens a drop-down menu, The choices are None, Sum, Average, Count, Count Distinct, Percent of Count,
First Value, Last Value, Maximum, Minimum, Total, Percent, Row Percent, and Average
Square.
Selecting Traffic Lights opens the Traffic Light Condition dialog box. From that dialog box
you can add new conditional styling or modify existing conditional styling by applying
traffic light colors to a selected field in the output when the field meets specified criteria.
Highlight the Specific Group.
Click the Specific Group halfway through the sentence.
Highlight Data Bars when it’s sentence is read.
Highlight Aggregation when it’s sentence is read.
Highlight Traffic Lights when it’s sentence is read.
The Visibility Group enables you to hide or show a selected field in the output.
Highlight the Visibility Group.
The Links Group Enables you to add a hyperlink or drill-down procedure to a selected field in a report by selecting Hyperlink in the Links group
Highlight the Links Group.