Intellicus Enterprise Reporting and Business Insights 19.0

Format Step

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The Format step primarily lists all fields provided by the selected Query Object.

The Format step generally the last step of the Query Object workflow, specifies caption, group label etc. and acts as business view of the Query Object.

Figure 9: Format Step

For each field on the Format step, the following properties are set:

Property Values Comments
Field Name of Field

(read only)

Original name of the field.
Source Step Name

(read only)

In which step did this field originate in the Query Object.

Helps in tracking a field source in a complex Query Object

Caption Enter This is name of the field which you can see under the Fields list while designing a report
Hyperlink Hyperlink Options:

URL

Drill Down to another Report

Detailed steps of specifying hyperlink is mentioned below in a separate section titled “Hyperlinking a Field”
Group Label Enter or Select from list To create a new group, type the new group name.

To put this field into an existing group, select group name from the drop-down list.

This helps to categorize fields if the number of fields fetched from SQL is large

Hidden Select/De-select Select = makes this field invisible to users for reporting process.

It also hides this field from next Query Object if this Query Object is used as a Data Source

Geographic Role Enter of select from list Select = This field has GIS classification data such as country names, state or city names.

GIS enabled field will appear in selection list for grouping option in GIS mapping visualization screens

Format
Width Number 1-100 Default width of this field when dragged onto a report
Output Format Format String This field value will be formatted using this format string.

Useful for Date and Number formatting.

If you need to decide the format string at run time, then select “Apply Locale Default” property in the Format String selector dialog

Align Left,

Right,

Center

This field, when put on a report, its values will be aligned to the selected side by default
Input Format Format String This format string decides the prompting format for the value for this field on Ad hoc Filter screen.

This is useful in prompting date values in desired format.

This is also used to input IP Address format for number values.

For details on Output/Input Format, refer the below section titled “Data Format Dialog”

User Time Zone Select Time zone Specify the time zone in which the date data is to be converted and displayed.

The Report Server calculates the difference between Database Time Zone and User Time Zone and does time conversion.

For deciding User Time Zone at run time, select SYS_USER_TZ value.

In a smart report, if the hyperlink is provided to an external URL and if the external URL does not have the specific permission, then the URL does not open and displays an error message. For example, if the external URL is Intellicus.com and permission has not been given to open this URL, then the error “refused to display ‘https://intellicus.com/”is displayed.

Hyperlinking a Field

A field can be made hyperlink to visit a web page or drill down to another report (parameterized report) at run time.  For example,

  • For a summary report having sales by country, you can hyperlink the country-name so that user can open respective country’s detailed sales report by clicking the country-name.
  • From within a report, select and open web sites or documents dynamically, based on values used in the URL

Figure 10 Hyperlink Options dialog box

Hyperlink Options

URL

You can hyperlink the field to open a specific URL.

The URL is automatically constructed by the “Drill Down to another Report” settings.

You can over write the URL on your own.

For external links such as web links you need to write your own URL text.

Drill Down to another Report

This option enables to hyperlink the field to open a specific report.

Hyperlink Dialog Properties

Property Values Comments
Select Select Report using Report Selector Report to drill down to
Target New Window(_blank)

 

Same Frame(_self)

 

Parent Frame(_parent)

 

Parent Window(_top)

Opens the drill-down report in new browser window

Replaces the parent report and opens the drill-down report in the same portal tab

Opens the drill-down report in new Intellicus portal tab

Replaces the Intellicus portal and open the drill-down report in the same browser window.

Report Parameter Parameter of the drill-down report Report Parameter is the parameter in the report being set as hyperlink.
Report Parameter Value Field Select field from this report Select the field whose value is to be passed to drill-down report as the selected parameter value
System Parameter Select from list Select if you need to pass system parameter from this report to drill-down report
System Parameter Value Field Select value For each system parameter you choose to pass, relevant values for that system parameter populates in the list automatically. You shall choose the desired value. To know more, refer System Parameter(s) and their value(s)

Data Format Dialog

Data Format dialog is used to set the format of the field upon clicking  icon. As an alternate, you can also type-in the format string in the Output/ Input Format text box.

Data Format dialog properties:

Format General

Number

Currency

Date

Time

Percentage

Scientific

Text

Network Id

Specifies various formats of data for input or output.

 

General No specific format to apply to the data.
Number Treat the data with number validations as given below.

Apply Locale Default = Instead of providing a fixed format here, pick the format from Localeconfigurations.xls for user’s current selected locale or the default settings

Decimal Places = maximum number of decimals allowed in input

padding or rounding up to these many decimals in output

Use 1000 Separator = Yes = apply thousand separators in output

Negative Numbers = whether to enclose in braces or prefix with minus

Currency

 

Treat the data with currency validations as given below.

Apply Locale Default = It picks the format from Localeconfigurations.xls for user’s current selected locale or the default settings

Decimal Places = maximum number of decimals allowed in input

padding or rounding up to these many decimals in output

Select: Use 1000 Separator to apply thousand separators in output

Negative Numbers = whether to enclose in braces or prefix with minus

Currency = Select currency symbol/chars to prefix

Date Treat the data with date validations as given below.

Apply Locale Default = Instead of providing a fixed format here, pick the date format from localeconfigurations.xls for user’s currently selected locale or the default settings

Append Time = Append the time format from the localeconfigurations.xls and create date + time format string for user’s currently selected locale

Format = Select a format string from the fixed formats’ list (Some formats may not be supported by the calendar control that helps end user to fill the date value)

In case you need a fixed format date + time input or output formats, select the format strings that contain both date and time parts

Time Treat the data as time part only.

Apply Locale default = Instead of providing a fixed format here, pick the time format from localeconfigurations.xls for user’s currently selected locale or the default settings

Format = Select a format string from the fixed formats’ list (Some formats may not be supported by the calendar control that helps end user to fill the date value)

Percentage Treat the data as percent division so multiply by 100.

Decimal places = Decides number of decimal places in the output

Scientific Treat the data as a big number that needs conversion into scientific format.

Decimal places = Decides number of decimal precision places in the output

Text Process the text data according to the format string.


Formats = Select format types as:

Lower Case = Convert text into all lower case

Upper Case = Convert text into all upper case

Network ID This format is applicable on number fields. This format treats the number 32bit IP number and converts to respective IP display formats.

Formats: Select format types as:

IP Address (IPV4) = Converts user entered dotted quad notation IP address into 32-bit IP number in input fields.

Converts 32-bit IP number into quad dotted notation of IP address in output fields

MAC Address = Converts user entered MAC address string into its EUI-48 number in input fields.

Converts EUI-48 number into its MAC address string in output fields.

Note: The path for locale configuration file is:

Folder: <Install Dir>\ReportEngine\Config\i18n

File: localeconfigurations.xls

You may need to consult with your system administrator, in case you don’t have access to this file