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Online Help > InfoAssist > Customizing and Styling Report Queries > Utilizing Custom Reporting Features
Utilizing Custom Reporting Features
You can utilize the following custom features when creating
report queries in InfoAssist:
- Page
Breaks - Starts a new page in the output when the primary sort field changes.
For details, see How to Add Page and Line Breaks to a Report.
- Line Breaks
- Inserts a line in the report output when the primary sort field
changes. For details, see How to Add Page and Line Breaks to a Report.
- Subtotal
- Inserts subtotals in the output for all numeric fields when the
primary sort field changes. For details, see How to Add Subtotals to a Report.
- Column Totals
- Inserts a grand total row at the bottom of the report to sum up numeric
data in each column. For details, see How to Add Column Totals to a Report.
- Row Totals
- Inserts a grand total column to the right side of the report to
sum up numeric data in each row. For details, see How to Add Row Totals to a Report.
- Sub Head
- Adds a subheading just below the column titles in the report output when
the primary sort field changes. For details, see How to Add Subheadings and Subfootings to a Report.
- Sub Foot
- Adds a subfooting at the end of the data on each page of the report output
when the primary sort field changes. For details, see How to Add Subheadings and Subfootings to a Report.
- Pop-up Titles
- Adds pop-up titles to display in report output when the mouse
pointer is hovered over a column title. For details, see How to Add Pop-up Titles to a Report.
- Data Bars
- Adds data visualization bars to numeric data. For details, see How to Add Data Visualization Bars to a Report.
- Aggregation
- Displays numeric measure data using aggregation options other
than the default of Sum. For details, see How to Display Measure Data Using Aggregation Options in a Report.
- Repeat Sort
Values - Displays all repeated sort values instead of the default behavior
of displaying blanks after the first instance of a new sort value
appears in the report. For details, see How to Display Repeated Sort Values in a Report.
Procedure: How to Add Page and Line Breaks to a Report
You
can add page breaks and line breaks to report output for the primary
sort field.
-
Select a By (sort) field in the Query Design pane.
The Field tab is displayed in the Control Panel.
-
Select Page Break or Line Break from
the Break Menu.
-
Run the report.
When
Page Break is selected, a new page is created, which includes a
new set of column titles, every time the value of the primary sort
field changes, as shown in the following image.
When Line Break is
selected, a new divider line is inserted in the report output every time
the value of the primary sort field changes, as shown in the following
image.
Procedure: How to Add Subtotals to a Report
-
Select a By (sort) field in the Query Design pane.
The Field tab is displayed in the Control Panel.
-
Select Subtotal from the Break Menu.
-
Run the report.
Selecting
Subtotal inserts a line, total text (TOTAL FIELD Value), and subtotals for
all numeric fields every time the value of the primary sort field
changes. The following image shows an example of report output when
the Subtotal option is selected.
Procedure: How to Add Column Totals to a Report
-
Select the Home tab in the Control Panel.
-
Select Column Totals from the Report Menu.
-
Run the report.
Selecting
Column Totals adds a grand TOTAL row at the bottom of the report to
sum up numeric data in each column, as shown in the following image.
Procedure: How to Add Row Totals to a Report
-
Select the Home tab in the Control Panel.
-
Select Row Totals from the Report Menu.
-
Run the report.
Selecting
Row Totals adds a grand TOTAL column to the right side of the report
to sum up numeric data in each row, as shown in the following image.
Procedure: How to Add Subheadings and Subfootings to a Report
You
can add Subheadings and Subfootings to report output for the primary
sort field.
-
Select a By (sort) field in the Query Design pane.
The Field tab is displayed in the Control Panel.
-
Select Sub Head or Sub Foot from
the Break Menu.
-
In the Sub header or Sub footer dialog box that opens, type
the desired text, style the text using the styling controls (if
desired), and click OK.
The following image shows the Sub header dialog box.
-
Run the report.
Subheadings
are displayed just below the column titles in the report output every
time the value of the primary sort field changes. Subfootings are
displayed at the end of the data on each page of the report output
every time the value of the primary sort field changes. The following
image shows how subheadings appear in the report output.
Procedure: How to Add Pop-up Titles to a Report
-
Select the Format tab in the Control
Panel.
-
Click Title Popup in the Features menu.
-
Run the report.
Selecting
Title Popup displays pop-up titles when the mouse pointer is hovered
over any column title in the report output, as shown in the following
image.
Procedure: How to Add Data Visualization Bars to a Report
You
can add data visualization bars in the report output for a selected
numeric data source field.
-
Select the desired numeric data source field in the Query Design
pane.
The Field tab is displayed in the Control Panel.
-
Select Data Bars from the Specific menu.
-
Run the report.
A
data visualization column is added to the right of a selected numeric
data source 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. The following image shows an example
of report output when the Data Bars option is selected.
Procedure: How to Display Measure Data Using Aggregation Options in a Report
You
can display numeric measure data using a variety of aggregation
type values other than the default of Sum.
-
Select the desired numeric measure data source field in the Query
Design pane.
The Field tab is displayed in the Control Panel.
-
Select Aggregation from the Specific
menu or right-click the selected measure field and select Aggregation Functions.
-
In the drop-down menu that opens, as shown in the following
image, the choices are Sum, Average, Count, Percent of Count, First
Value, Last Value, Maximum, Minimum, Total, Percent, Row Percent,
and Average Square.
Note: If you
change the Measure field container from Sum to Print, Count, or
List, it overrides all assigned aggregation type values.
The
following image shows an example of the MIN (minimum), MAX (maximum), and
AVE (average) aggregation prefix operators added to measure fields
in the Query Design pane.
-
Run the report.
The following image shows an example of report output produced
by assigning the Minimum, Maximum, and Average aggregation options
to measure fields in a query.
Procedure: How to Display Repeated Sort Values in a Report
-
Select the Format tab in the Control
Panel.
-
Click Repeat Sort Value in the Features
menu.
-
Run the report.
When
Repeat Sort Value is selected, all repeated sort values are displayed
in the report output, as shown in the following image, instead of
the default behavior that displays blanks after the first instance
of each new sort value that appears in the report.