Understanding the Resources Panel

Using the Data Pane to Add Fields to a Query

There are several ways you can add data source fields to a query. You can drag and drop, double-click, or right-click data source fields in the Data pane to add them to a Query field container or Filter in the Query Design pane. After data source fields are added to a Query field container, you can change the order of the fields by dragging and dropping one field above or below another field. When Query Design view is selected, you can also add data source fields in the Data pane to Report Heading, Report Footing, Page Heading, and Page Footing text fields in the Query Design pane, depending on which Head/Foot options are selected in the Query View menu of the View tab.

Drag and Drop. The method that provides the most control is drag and drop. You can drag and drop data source fields from the Data pane to the desired Query field container, Filter, or Heading and Footing text fields in the Query Design pane. If you want a larger work area to drop data source fields in the desired Query field container, make sure Query Design view is selected, then select Areas 2x2 or Areas 1x4 from the Query View menu of the View tab. Note that Query Design view is selected by going to the Design menu of the View or Home tabs and selecting Query, which expands the Query Design pane to display in the Results Panel.

Double-Click. To automatically add a field to the appropriate field container in the Query Design pane, you can double-click a data source field in the Data pane. When you double-click a numeric measure field in the Data pane, it is automatically added to the Sum (Measure) Query field container. When you double-click a dimension (non-numeric or date) field in the Data pane, it is added to the By (Row Label) Query field container for a report or the X Axis Query field container for a chart. Note that there is no way to automatically add a field to the Across (Column Label) Query field container for a report, or the Legend and Multi-graph Query field containers for a chart.

Right-Click. You can also right-click a field in the Data pane to add it to the Filter area or a Query field container in the Query Design pane. For report queries, the available right-click options are as follows:

Include as Row Label (BY) - For dimension (non-numeric and date) fields.
Include as Column Label (ACROSS) - For dimension (non-numeric and date) fields.
Include as Measure - For measure (numeric) fields.
Filter - For all types of fields.

The following image shows the pop-up menu that appears when you right-click a field in the Data pane of a report query.

For chart queries, the available right-click options are as follows:

Include as Measure. For measure (numeric) fields.
Include as Category Axis. For dimension (non-numeric and date) fields.
Include as Legends Series. For dimension (non-numeric and date) fields.
Filter. For all types of fields.

The following image shows the pop-up menu that appears when you right-click a field in the Data pane of a chart query.

Note: Although most measure fields are comprised of numeric values, and most dimension fields are comprised of non-numeric or date values, there can be exceptions depending on the selected data source.

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Using the Query Design Pane in the Resources Panel

The Query Design pane, which contains the Filter and Query (field container) areas, is displayed below the Data pane, except when Query Design view is selected, which expands the size of the Query Design pane and displays it in the Results Panel. There are different field containers for reports and charts.

Report Queries. For all report queries, the Query field containers in the Query Design pane include Sum (Measure), By, and Across.

The Measure field container is used to aggregate or display numeric measure fields, and its right-click menu provides options to Sum (the default), Print, Count, or List the fields in the query.
The By field container is used to vertically sort dimension fields, which are normally non-numeric and date fields, to produce row labels in the report output.
The Across field container is used to horizontally sort dimension (non-numeric and date) fields to produce column labels in the report output.

The following image shows the Filter and Query (field containers) areas of the Query Design pane as it appears in the Resources Panel for report queries.

Chart Queries. For all chart queries, except pie charts, the Query field containers in the Query Design pane include Measures, X Axis, Legend (Series), and Multi-graph.

The Measures field container is used to aggregate or display numeric measure field values.
The X Axis field container is used to sort dimension (non-numeric and date) fields in the chart output.
The Legend (Series) field container is used to display dimension (non-numeric and date) fields as color-coded values (lines, bars, areas, scatter plots) that match the color-coded dimension values displayed in the legend below the chart. Legend (Series) provides functionality that is similar to an Across field in a report query.
The Multi-graph field container is used to display a new chart for each value of a dimension (non-numeric or date) field.

The following image shows the Filter and Query (field containers) areas of the Query Design pane as it appears in the Resources Panel for all chart queries except pie charts.

For pie chart queries, the Query field containers in the Query Design pane include Measures, Pie slices, Category, and Multi-graph.

The Measures field container is used to aggregate or display numeric measure field values in the pie.
The Pie slices field container is used to display dimension (non-numeric and date) fields as color-coded pie slices that match the color-coded dimension values displayed in the legend below the chart. Pie slices is the equivalent of the Legend (Series) field container used for other chart types.
The Category field container is used to sort dimension (non-numeric and date) fields in the chart output and is the equivalent of the X Axis field container used for other chart types.
The Multi-graph field container is used to display a new chart for each value of a dimension (non-numeric or date) field.

The following image shows the Query (field containers) area of the Query Design pane as it appears in the Resources Panel for pie chart queries.

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Using Right-Click Field Options in the Query Design Pane

In the Query Design pane, you can right-click any field and select from a list of available options that are displayed in the pop-up menu that appears. The options you can select vary depending on the type of Query field container where the field is located and the type of query you are creating (report or chart).

Report Query. When creating a report query, the Query field containers in the Query Design pane include Sum (Measure), By, and Across.

Right-clicking a Sum (Measure) field in a report query displays the Filter Values, Prompt for Values, Sort, Bar Representation, Aggregation Functions, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.

Right-clicking a By field in a report query displays the Filter Values, Prompt for Values, Subtotal, Page Break, Sort, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.

Right-clicking an Across field in a report query displays the Filter Values, Prompt for Values, Subtotal, Sort, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.

Chart Query. When creating a chart query, the Query field containers in the Query Design pane include Measures, X Axis, Legend (Series), and Multi-graph.

Right-clicking a Measure field in a chart query displays the Filter Values, Prompt for Values, Aggregation Functions, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.

Right-clicking an X Axis, Legend (Series), or Multi-graph field in a chart query displays the Filter Values, Prompt for Values, Sort, Change Title, and Delete options, as shown in the following image.

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Reference: RIght-Click Field Options in Query Design Pane

The following table lists and describes all of the right-click field options available in the Query Design pane for a selected field.

Right-Click Field Option	Description of Option
Filter Values	Opens the Filter dialog box for creating WHERE statements to select only the data you want and filter out all unwanted data.
Prompt for Values	Opens the Filter dialog box for creating an auto prompting parameter that can be selected when a query is run.
Sort	Provides a menu for selecting sorting options.
Bar Representation	Provides a menu to turn on the data bar representation functionality. Selecting On adds a data visualization column to the right of a selected numeric field to display values in each row using horizontal bars that extend from left to right in varying lengths depending on the corresponding data values.
Aggregation Functions	Provides a menu to select options to assign an aggregation type value for a selected numeric field in a query.
Subtotal	Provides a menu to turn on subtotal functionality. Selecting On inserts a line, some total text, and subtotal values in the query output for all numeric fields when the primary sort field changes.
Page Break	Provides a menu to turn on page break functionality. Selecting On starts a new page in the query output when the primary sort field changes.
Traffic Light Conditions	Opens the Traffic Light Condition dialog box where you can add new or modify existing conditional styling by applying traffic light (and other) colors to a selected field in the query output when the field meets criteria that you specify.
Visibility	Provides a menu to control the visibility of the selected field. Selecting Hide removes the selected field from the query output. Selecting Show (the default) displays the selected field from the query output.
Change Title	Opens the Edit Title dialog box, as shown in the following image, where you can change the title of the selected field by typing the new title in the Enter Title field.
Delete	Deletes the selected field.

All of the right-click options available in the Query Design pane are also available in the Field tab. For more information, see Using the Field Tab.