Ad Hoc Elements

Field

Description

1

Collapse Panel

Collapses the left panel to give more screen space for report viewing. 

2

Domain Name

Name of the domain selected from the Create Chart Of or Create Crosstab Of listing will appear here for reference. 

3

Source Menu

Enables users to change the data sets pulled in from the domain selected. The options include:

• Change Source Data - Enables the user to add or remove different data sets for the report. While available, this feature is not needed for some domains. 

• Choose Visible Fields - Shows a listing of all available fields that may be pulled in from the domain but not used in the report. A user can add or remove fields to expand or limit the amount of field options available. 

4

Create Calculated Fields

Enables the user to create a new, customized field data point. Once clicked, the New Calculated Field dialog box will open. From here, users can build a formula using existing fields, measures, and functions. Once created, the field will be added to the Fields list and can be used on the report.

5

Fields Search

 Searches the Fields list for the keywords entered. 

6

Fields List

The list of all field data points available for use on the report.

Click and drag a field onto the report to add the field to the report.

New calculated fields can be created by clicking the menu icon and selecting Create Calculated Fields.

7

Create Calculated Measure

Enables a user to create a new, customized measure data point. Once clicked, the New Calculated Measure dialog box will open. From here, users can build a formula using existing fields, measures, and functions. Once created, the measure will be added to the Measures list and can be used on the report.

View an example of creating a calculated measure here. It is recommended to calculate:

• Net Sales = Enter the following into the formula box before clicking 'Validate'

Total Sales - (Coupon Amount + Discount Amount + Comp Amount)

8

Measures Search

Searches the Measures list for the keywords entered. 

9

Measures List

The list of all measure data points available for use on the report.

Click and drag a measure onto the report to add the measure to the report.

New calculated measures can be created by clicking the menu icon and selecting Create Calculated Measure.

Field

Description

1

Close Ad Hoc View

Closes the ad hoc view. If there are any unsaved changes, users will first be prompted to either close without saving or close the prompt and save the report before closing. 

2

Save 

Enables users to save the report. Users will have the following options from the save dropdown:

• Save Ad Hoc View

• Save Ad Hoc View As

• Save Ad Hoc View and Create Report

3

Export

Exports the report into the selected file type. Users can choose from any of the following file types:

• .pdf

• .csv

• .docx

• .rtf

• .odt

• .ods

• .xlsx

• .pptx

4

Embed Code

Allows the user to copy the embed code so that current saved state of the report can be embedded elsewhere. When clicked, users will be shown the code as well as the preview of what the embed code will shows when embedded anywhere.

From this slideout, users can copy the code.

5

Undo/Redo

The left pointing arrow will undo the last change made. The right pointing arrow will redo the last change that may have been undone. 

6

Reset 

Resets the report to the last saved state. 

7

Switch Groups

Switches placement of the columns and the rows.

8

Sort Order

Enables the user to set the sort order of the information in the columns. 

9

Input Values

Enables users to change the input values. 

10

Layout Band Settings

Shows or hides the layout band. This will remove the column and rows field from the top of the page. This can be clicked again to show the layout band.

11

Select Visualization Type

Enables the user to change the visualization of the report. Visualizations are the visual representations of the data selected. The selected visualization selected will determine the way in which the data points are organized and laid out in the report.

Clicking this icon should open the Select Visualization Type dialog box, where users can review and select a visualization to set for the report.

12

Data Type Selector

The type of the data used for the report. Users may see the following options:

• Sample Data - Uses key data points for the report. It is recommended to select this type of data while creating a report with massive amounts of data to limit the processing time. However, when the report is completed, make sure to change back to full data before saving.

• Full Data - Uses all data points selected for this report.

• No Data - Uses no data points for the report. If a user is familiar with this reporting tool and knows the type of report they want to create, clicking this data type will enable a user to select the necessary Fields and Measures without the system processing the formatting or data of the report.

13

Columns

The fields or measures being used to apply to the columns of the report.

Within this box is where fields and measures can be organized for the layout of the columns. Fields and measures can be structured by clicking and dragging data points in the desired layout.

Measures can only be rearranged among themselves and dragged as a unit using the hash mark next to the first measure.

14

Rows

The fields or measures being used to apply to the rows of the report.

Within this box is where fields and measures can be organized for the layout of the Rows. Fields and measures can be structured by clicking and dragging data points in the desired layout. 

Measures can only be rearranged among themselves and dragged as a unit using the hash mark next to the first measure.

Field

Description

1

Remove from Crosstab

Removes the measure from the column or row.

This button may replace the word 'crosstab' for the selected visualization type.

2

Switch to Column Group

Switches the measure from the Row field to the Column field. If located in the Column layout, then this will say Switch to Column Group.

3

Create Filter

Creates a filter for the measure, which can be adjusted in the Drill-down and Filters panel.

4

Move Left

Shifts the measure/field left. This is an alternate way to move a measure or field around on the report as opposed to dragging and dropping. If the selected measure/field has room to move right, users will have the option to move right.

Field

Description

1

Change Summary Calculation

Changes the type of calculation used for the selected measure. This includes a variety of calculation including average, maximum, minimum, mode, and sum.

2

Change Time Balance Calculation

Changes the time balance of the measure. Users can select either the default time balance, first, or last. 

3

Remove From Crosstab

Removes the measure from the column or row.

This button may replace the word 'crosstab' for the selected visualization type.

4

Switch to Row Group

Switches the measure from the Column field to the Row field. If located in the Row layout, then this will say Switch to Column Group.

5

Create Filter

Creates a filter for the measure, which can be adjusted in the Drill-down and Filters panel.

6

Move Left

Shifts the measure/field left. This is an alternate way to move a measure or field around on the report as opposed to dragging and dropping. If the selected measure/field has room to move right, users will have the option to move right. 

7

Add Measures

This option only appears when a measure is located in the Column field. It allows the users to select an additional measure to the layout. 

Field

Description

1

Enable Drill-down

From the drill-down section, users can elect to enable to disable the ability to drill down into values on a report.

Drill-down can only be enabled for charts that have multiple fields.

2

Filters List

List of all filters added to the report. 

3

Filter List Menu

Enables users to do any of the following:

• Minimize All Filters

• Maximize All Filters

• Remove All Filters

4

Close

Closes the section on the panel. 

5

Filter

The type of filter applied. In the above image, the report has a Date filter and Transaction Type filter applied. 

6

Filter Terms

The terms of the filter. From this list, users can choose the terms in which the filter has to meet:

• equals

• is not equal to

• is before

• is after

• is on or after

• is on or before

• is between 

• is not between

7

Filter Options

Enables the user to do the following:

• Remove the selected filter

• Move the filter up

• Move the filter down

8

Parameter

The filter parameter. The available parameters are determined by the filter in place. For example, the Date filter allows users to select a timestamp for the filter, and the Transaction Type filter allows users to select a specific type of R365 transaction in which to filter the report. 

9

Custom Filter Expression

 A user-created filter that will return data to the report if the entered filter is true. The letters listed ((A and B) in the image above) reference the different filter sections within the filter box. 

Users must click Apply to apply the changes and save any updates made. 

Field

Description

1

Ad Hoc View

Changes the user's view of the report. Users can switch into Editing mode or Viewing mode.

In Viewing mode, all panels except for the Filters section will be hidden. Only the report will show. 

2

Title

From this section, changes to the title can be made. Edit the report title or elect whether to show/hide the title.

3

Labels

From this section, changes to the report labels can be made. Elect whether to use/not use the domain labels, auto-scale font size, show/hide measure names.

4

Appearance 

From this section, changes to the visualization appearance can be made. Users may be able to merge cells, use/don't use available width, edit background colors, and others.