Intellicus Enterprise Reporting and Business Insights 18.1

Designing Ad hoc Reports

0 views June 28, 2020 0

Ad hoc Report Designer – Introduction

Ad hoc Report Designer is a tool for non-technical, business end users to design or modify reports. By following simple steps, business users can design reports on their data and view or download them in different formats. There are multiple settings like filtering, highlighting, sorting etc. that gives options to modify your reports as per your exact needs.

In this document we will be taking you through different options in designing ad hoc reports and discuss their benefits.

The Ad hoc Report Designer is divided into sections, which appear as tabs. Each section’s functionality is discussed in the respective sections.

A user with the role of Report Designer having system privileges for Ad hoc Report Designer can design ad hoc reports.

Ad hoc report may have tabular data arrangement in the form of a matrix or as a chart. On Ad hoc Report Designer, you can also:

  • Sort the data to re-arrange it in order of your choice
  • Get totals / summaries
  • Highlight selective records (when a condition is met)

Ad hoc Report designing includes simple steps as selecting a data source and fields, applying grouping, filtering, etc. as required.  You can view the report immediately after it is designed.

When you click a tab, it opens to make respective settings on that tab. To close an open tab, click that tab again. You can also expand (or collapse) all tabs one underneath the other by clicking Expand All (or Collapse All).

Ad hoc Report Designer
Figure 1: Ad hoc Report Designer

Information:

  • Ad hoc Report Designer is configurable for many options that it provides. Your administrator may further simplify your experience in creating or editing by removing some options on the Report Designer.
  • When you run an ad hoc report in HTML output format, the viewer provides a right-click menu that helps altering the report on the viewer itself. To know more about the menu options, refer UsingPowerViewer
  • You can also customize the toolbar when a report is viewed in HTML output format. To know about customizing toolbar of HTML Viewer, you can refer to CustomizingHTMLViewer

Selecting a Data Source

Let us look at the Data Source tab where you need to specify the source query object for creating an ad hoc report.

Data Source properties
Item Values Comments
Query Object Select from Query Object Selector demo sales dataOpen the Query Object Selector, navigate to the folder and select the data source Query Object for this report.

Selecting a Query Object populates its fields in all the sections (tabs) of the Ad hoc Report Designer

Query Editor Open Query Editor If you are a Data Administrator you can either design or edit the selected Query Object
Report Title Type yourself Type the title that should appear on the ad hoc report
Report Format Select from the list:

HTML

ACROBAT PDF

MS EXCEL

COMMA SEPARATED

TEXT

MS WORD

MS POWERPOINT

iHTML

 

SMART

XML

RAW TEXT

HTML = Default format

Opens report in HTML Report Viewer

ACROBAT PDF = Opens report in PDF viewer

MS EXCEL = Downloads report in XLS format

COMMA SEPARATED = Downloads report in CSV format

TEXT = Downloads report in TXT format

MS WORD = Downloads report in DOC format

MS POWERPOINT = Downloads report in PPT format

iHTML = Opens report in single page HTML with Grid and Interactive Charts

SMART = Opens report in Intellicus Smart View

XML = Downloads report in XML format

RAW TEXT = Downloads large reports in CSV format, without formatting

Template Select from the list A template defines the layout part of the ad hoc report. This generally applies to color, fonts and page size of the report.

Some templates could be specifically designed for certain reports – such as wide report etc.

Report Contents Detailed

 

 

Summarized

Detailed = Shows detail section (expanded), hence showing the lowest level detail of the report

 

Summarized = Hides detail section, hence showing only the group level summary of the report.

Summarized Report shows useful data only when groups and summaries are applied

View Options

View Options are format specific settings for the report:

View Option Values Comments
Download Zipped File Check/Uncheck Applicable to downloadable formats (ACROBAT PDF, MS EXCEL, COMMA SEPARATED, TEXT, MS WORD, XML, RAW TEXT, MS POWERPOINT)

Check = Zip the file and download

Uncheck = Downloads the unzipped file

Multipage Check/Uncheck Applicable to specific formats (HTML, ACROBAT PDF, TEXT, MS WORD, IHTML, XML, RAW TEXT, MS POWERPOINT)

Check = Break report into pages according to size mentioned in template

Uncheck = Merge all pages into single page

(Note: Single page reports will be slower to download and viewers carry their limitations in opening these files)

MS EXCEL View Options    
Pagination

(Alternate property to Multipage )

Single Sheet

 

MultiSheet

 

Horizontal Breaks

Single Sheet = Merge all pages into single page

MultiSheet = Break report into pages according to size mentioned in template

Horizontal Breaks = Break report only on the length part and keeps the width to actual size required at run time.

(This breaking is required for reports with large number of fields or matrix fields when you don’t want pages to split vertically)

Remove Blank Rows, Columns Check/Uncheck Check = Compact the Excel Report by removing blank rows and columns

Uncheck = Shows the Excel Report including blank rows and columns

Repeat Page Header and Footer Check/Uncheck Check = Repeat column headers on each page

 

Uncheck = Merge all detail data under a single instance of column headers

 

COMMA SEPARATED View Options    
Separator Select (under Predefined) or Type yourself (under Custom) Select the separator character to be inserted between columns in the CSV output
Enclosure Select (under Predefined) or Type yourself (under Custom) Select the enclosure character to be used to enclose each column value in the CSV output
Target XLS Select from the list This option will help you to export your report in CSV format but formatting as per xls format
Include (Grid, Chart, Matrix) Check/Uncheck If you want to include any of the three types, check the respective box. The data generated from these types will get appended in text format in the CSV
RAW TEXT View Options    
Separator Select (under Predefined) or Type yourself (under Custom) Select the separator character to be inserted between columns in the RAW TEXT output
Enclosure Select (under Predefined) or Type yourself (under Custom) Select the enclosure character to be used to enclose each column value in the RAW TEXT output

Action Buttons

Button Comments
Run Run the report with full data in desired format.

This loads the respective report viewer

Preview Run the report with initial partial data.

This will also run the report with data that was cached in previous preview of the same report in same session

Open Open previously saved ad hoc report for editing. An Open dialog will prompt for selecting the folder and report
Save Save the settings of this report – data source, fields, groupings etc. A save dialog will prompt for report name and folder location
Save As Save the settings of this report with a different name. A save dialog will prompt for report name and folder location

Selecting Display Fields

Under the Fields tab, you can select the fields to be displayed on the report.

Display fields
Figure 2: Selecting Display fields

To select a field, check the checkbox displayed before each field from Available Fields and click arrow button to bring the fields in Selected Fields.  To select all the fields, click  button arrow.

To select a group, check the checkbox displayed before the group and click arrow button.

To deselect a field, highlight it from Selected Fields and click arrow button.  To deselect a group, highlight the group-name from Selected Fields and click arrow button. Click arrow button to deselect all the fields.

To reposition fields on the report, you can use the up arrow and down arrow arrows.

Click the Apply button after selecting the fields.

In case of a hyperlinked field (specified at the query object level), you can drill down to open another report or URL on clicking the value of field on grid.

You can quickly search a field name by entering any text in the Search textbox. The searched field appears highlighted in the shown list.

Display Field Properties
Item Values Comments
Width 0-N Number of characters of this field to show on the report. Field data may wrap beyond this width
Render As

 

 

(Default)

 

DataBar

Applies to Number Data type fields

Blank option (Default) = render numbers as numbers

DataBar = render numbers as a horizontal bar whose size is in ratio to its value

DataBar Base 0-N (in case Custom option is checked)

 

 

Avg

 

Min

Max

Custom = Choose your base number for Data bar. Rows with value equal to base value will show zero width data bar. All greater numbers will be green bars towards right and lower to base will be red bar towards left.

Avg = Average of the group becomes base of data bar. All values below average will be red bars and all values above average will be green bars

Min = Minimum of the group becomes base of data bar

Max = Maximum of the group becomes base of data bar

Rendering data bars

Rendering data bars
Figure 3: Rendering Databar

In case Update Fields At Runtime is enabled at Query Object level and you have added a new field in the database file, you would see the new field when Add New Fields At Runtime is checked here. In case this is unchecked, then you can add new fields from PowerViewer.

Applying Filters

You can use filters to limit the data that appears in the report. You can narrow the information based on specific conditions. Filter is a condition, which you can choose to apply on your report data. You can apply multiple conditions by joining them with AND/OR operators.

Filter Section properties
Item Values Comments
Max. Rows 0-N Maximum number of rows to be fetched for this report. When you are using a data set that returns too many rows or when you are not sure of number of rows, this is the tool to restrict the size of the report.

(Note: Reports generated with Max. rows set may contain incomplete information of your business data)

Suppress Duplicates Check/Uncheck Yes = Removes consecutive duplicate records from the report.

(Note: Distant duplicate rows may still exist in the report)

(Note: Make sure that the report is sorted on all the report fields)

Ad hoc Filters
Item Values Comments
Field Select from list Select the field on which you wish to apply filter
Criteria Select from list Select the operator to be used in the filter. These are comparison operators based on the data type of the selected field.

 

The between operator prompts for two values

Use Field Check/Uncheck Check = When Use Field is checked, Value gets populated with Field values for comparison
Value Type yourself or select from list Based on the configuration of this field in the meta layer, the value list appears
Relation AND

 

 

OR

AND = The next condition is applied with combined conjunction of this condition

 

OR = The next condition is applied in alternate conjunction of this condition

Open/Close (

((

(((

((((

(((((

)

))

)))

))))

)))))

Braces to group a set of conditions for applying appropriate AND/OR combination
Actions
Item Comments
Add Filter Add a new filter condition row
Remove Filter Remove current filter condition row
Selecting values from Lists and Multi-Select List

The value select list may behave differently for different fields based on how they have been configured by your data administrator for best performance. You can configure Lookup Values for fields while designing the Query Object. To know more about Query Objects, refer WorkingwithQueryObjects

List behavior

Criteria List behavior Comments
In List Pre-populated List is loaded as soon as the field is selected This field generally has less number of values, it is always faster to pre-fetch the values before loading the Ad hoc Report Designer
List populates when you pull the drop down This field generally has medium number of values, it is better to fetch values only when you try to use this field for filtering
List shows a hint “Search..” with a search drop down icon This field generally has a large number of values. You start typing in first few characters and a shortlist will automatically appear for selection
Entering values for Network ID formatted fields (specified on the Query Object Editor screen)
  • IP: It needs to be specified as a set of 4 numbers (decimal) separated by dots or written in hexadecimal and separated by semicolon. (IPv4, IPv6 IP addresses are supported)
  • MAC Address: It needs to be specified as a set of 6 numbers (hexa) separated by colon. Each of the number needs to be between x00 (00) and xFF (FF).  Example: 15:FF:01:F1:01:B4.

TIP: While specifying MAC address, putting a colon between the hexa digits is not necessary.  The application will automatically insert colon after every second ‘digit’ (starting from right side).  Example: number entered is FF101B4; Number changed to is 00:00:0F:F1:01:B4.

Linked Filters

A Field could be linked to one or more other fields for fetching available values for filtering.

This is to handle situations like short listing states when a country is selected.

You may need to select parent field, apply filter before selecting a child field to apply filter. The child field is specified as a Link Lookup field linked to parent field at the Query Object level.

Link Lookup field
Figure 4: Filters as Link Lookup

Selecting Dynamic Dates

When you select a date field to apply filter, you have an option to specify a dynamic date variable – is in last, is in next etc.

This helps to re-run saved reports without having to change the date value to get then current date range applied.

For example,

  • Date of hire is in last 10 days from today (report generation date).
  • Date of sales transaction is in this Quarter.
  • Transaction Date is in last month.
  • Date of retirement is in next

For criteria, you may select any of the following:

  • is in last
  • in this
  • is in next

If in this is selected as Criteria, the Value drop down box has following options to choose from:

  • Year
  • Quarter
  • Month
  • Week
  • Day
  • Hour
  • Minute

If is in last or is in next is selected in Criteria, specify the number of Day(s), Week(s), Month(s), Quarter(s) or years (as the case may be) in Value entry box.  Explanation for each of the option is given below:

  • Year(s): The number of years from the date of report generation.
  • Quarter(s): The number of quarters from the date of report generation. A quarter is January to March, April to June, July to September and October to December.
  • Month(s): The number of months from the date of report generation.
  • Week(s): The number of weeks from the date of report generation. A week is considered from Sunday to Saturday.
  • Day(s): The number of days from the date of report generation.
  • Hour (s): The number of hours from the date of report generation.
  • Minute (s): The number of minutes from the date of report generation.

Applying Grouping

Grouping brings together or summarizes the related data of a report based on the grouping key.

Group key can be arranged in ascending or descending order, based on group key value or a detail field’s summary value.

For example, if you group population details by region, you can arrange regions by name or by highest to lowest population.

Ad hoc reports support multi-level grouping, for example, you can group the report data by country; within country by states and within states by cities.

select grouping
Figure 5: Selecting Grouping

Group properties
Item Values Comments
Field Select from list ‘Group By’ field is the highest priority field selected for grouping. It specifies top level grouping.

‘Then by’ field specifies fields of next priority and level for grouping

Order Ascending

Descending

Select the order of grouping. Grouping is applied on group key or ranking field
Ranking Field Select from list Select the field to apply ranking function to decide the order of appearance of groups
Ranking Function Sum,

Avg,

Count,

Min,

Max,

Variance,

PopVariance,

StdDeviation,

PopStdDeviation

and

Distinct functions

Select the function to apply on the ranking field and find rank.

Ranking functions change based on data type of the ranking field

Show When Specify the criteria Show When feature helps to specify condition to be met in order to show that group. You can combine multiple conditions with AND/OR operators. Current group details would be shown on the report only if the Show When condition is satisfied
Actions
Item Comments
Add Groupplus sign Add a new group
Remove Groupcross sign Remove current group
Date fields grouping

If you select date type field in Field dropdown, you can also group dates by:

  • Minute: Number of the minute indicating the minute of an hour
  • Hour: Number of the hour indicating the hour of the day
  • Day: Day of the month
  • Week: Week number of the month
  • Month: Month number
  • Quarter: Quarter number
  • Year: Number indicating the year

Date fields Grouping
Figure 6: Date fields Grouping

Applying Totals

Applying totals summarizes detail rows. The summaries can be applied at group level (in case grouping is applied), page level or report (grand total) level.

select totals
Figure 7: Selecting Totals (summary)

Totals properties
Item Values Comments
Field Select from list Select the field on which the summary needs to be applied

 

Function Select from list

Sum,

Avg

Count,

Min,

Max,

Variance,

PopVariance,

StdDeviation,

PopStdDeviation

and

Distinct functions

Select the function to apply on the summary field.

The applicable functions change based on the data type of the summary field.

You can view the custom-defined functions in case the functions are defined as discussed under the section “Custom-Defined Functions” (page# 18).

 

Level Group

Page

 

Report

Group = Apply and display total at each group level

Page = Apply and display total once per page for all detail rows appearing in that page

Report = Apply and display grand total at report level

On a summarized report (Report Content = Summarized), only the group Keys and these summaries appear, hiding the detail rows.

In an iHTML grid report you can collapse group keys to show only summary and hide details. You can also expand the group keys to show detail rows.

Note: If total is applied on field that is not in display fields, it will be automatically added in the Display Fields list.

Custom-Defined Functions

You can also use custom-defined summary functions for summarizing data values in reports.

These summary functions can be defined in a class implementing IScriptFunction interface. The .jar file of this class should be placed in ReportEngine > lib folder.
There should also be an .xml file containing all the entries of .jar file and placed in ReportEngine > config folder.

Restart Intellicus Report Server and then Web Server to be able to see these summary functions as any other function in the list. The .xml file would look like:

<SUMMARYPROVIDERS>
	<!-- Summary Provider. Provider name is just a user friendly name to identify provider class.
	Class file is fully qualified java class name of the class containing summary functions.
	A summary provider may have as many summary functions as desired -->
     <SUMMARYPROVIDER PROVIDERNAME="PACKAGECAPTION"
		CLASSFILE="com.client.summaryfunctions.MathAlternate">				        <SUMMARYFUNCTIONS>		
			<!-- Summary function that contain logic for applying business logic on the selected field. Name is just a user friendly name that is displayed in the dropdown. Id is a unique number that must be unique and separate from IDs of in-built summary functions.
			Recommended: Start IDs from 1001. APPLYONDATATYPES is a comma-separated list of data types on which this summary function is applicable.
			Possible values are CHAR|NUMBER|DATE. Rest all are ignored  -->
                <SUMMARYFUNCTION NAME="AlternateSum" ID="1001"
				APPLYONDATATYPES="CHAR,NUMBER,DATE">
			</SUMMARYFUNCTION>
			<SUMMARYFUNCTION NAME="ReverseString" ID="1002"
				APPLYONDATATYPES="CHAR">
			</SUMMARYFUNCTION>
			<SUMMARYFUNCTION NAME="ModTen" ID="1003"
				APPLYONDATATYPES="NUMBER">
			</SUMMARYFUNCTION>
			<SUMMARYFUNCTION NAME="FutureDate" ID="1004"
				APPLYONDATATYPES="DATE">
			</SUMMARYFUNCTION>
		 </SUMMARYFUNCTIONS>
	      </SUMMARYPROVIDER>
</SUMMARYPROVIDERS>

 

Applying Sorting

You can sort the report to get the report data in a pre-determined (ascending or descending) order.

Note: If you have setup grouping for a report, you need not set sorting for it.  This is because data is already sorted to make groups.

Ad hoc Report Designer supports multiple level of sorting.  For example, you can Sort By “Country”; then within “Country”, sort by “State” and within “State” sort by “City”.

If not already expanded, click Sorting tab header to expand it.   The number of sort levels you have selected is displayed on right side of the header.

Sort Order
Figure 8: Specifying Sort Order

In Sort By row, select the Field on which sorting is to be applied.  After selecting the Field, select the sort order from Criteria dropdown menu.  You can set sort on more than one field.

To apply sorting on one field specify field in Sort By row.  To set sorting on another field select the field from Then By field.

You can choose to alter given sorting settings at the run time from Power Viewer.

Applying Highlighting

Highlight is a visual indication on an ad hoc report.  The purpose of highlighting is to catch user’s attention to specific records or groups while viewing the report output. Each highlight is configured along with an ad hoc condition or multiple conditions related by AND/OR operators. The specific record or group is highlighted only if the specified condition is satisfied.

You can also specify Alert with or without highlight. Setting alert creates a special head listing the record count for mentioned condition(s) in the report.

You can set multiple highlights on a report; a record falling into multiple highlights will be highlighted in combination style.

A highlight can be set at Detail level or Report level.  If the report is grouped, highlight can be set at group level too.

highlighting
Figure 9: Setting highlighting

Highlighting properties
Item Values Comments
Highlight Select from list:

(Entire Row)

 

 

Group->Field Name(Entire Row)

 

Field Name

 

(Entire Row) = Apply below mentioned highlighting style to entire row of detail.

 

Group->Field Name(Entire Row) = Apply style to entire row of field under group header

 

Field Name = Apply style to individual field value

Using Style Select from list Select the style (combination of color and image) to apply on highlighting item

You can select Custom Style in order to create highlights of your choice of font style and color.

Alert Check/Uncheck Check = In addition to applying style on the report item, the report tool bar also shows an alert icon, if a highlight condition occurs. When this report is saved, users can subscribe to this alert from notification screen

Uncheck = visual style applying only

Open (

((

(((

((((

(((((

Braces to group more than one conditions using AND/OR
Field Select field from list Field to apply condition on
Level Select field from list:

 

Detail

Report

 

Group

 

 

Detail = field’s value to be compared at row level

Report = field’s value to be aggregated at report level and then compared

Group = field’s value to be aggregated at mentioned group level and then compared

Function Select from list

Sum,

Avg

Count,

Min,

Max,

Variance,

PopVariance,

StdDeviation,

PopStdDeviation

and

Distinct functions

Aggregation function, used in case of field level is Report or Group
Criteria Select from list Condition like Above, Below, Is etc. to apply on the specified field
Use Field Check/Uncheck Check = The value box turns into a field selector. Helps in comparing one field with another for the condition

(Comparison is done dynamically at run time)

Uncheck = The value box shows text box, select list or calendar to manually enter or select values

(Comparison is done on static value defined at design time)

Value Enter or

select value

Shows text box, select list or calendar to manually enter or select values from drop down list in case “Use Field” is checked
Close )

))

)))

))))

)))))

Braces to group more than one conditions using AND/OR
Relation AND

 

OR

AND = The next line condition relates to this condition with an AND operator. This is default behavior when blank is selected

OR = The next line condition relates to this condition with an OR operator

 

Creating Matrix

Use matrix to summarize your report data in the form of cross-section of fields in rows and columns.  For example, ‘Product Type’ and ‘Product’ in columns; ‘Location’ and ‘State’ in rows.  A cross section of ‘Product Type’, ‘Product’ and ‘Location’, ‘State’ will display sales of that product in that location.

Under Data Source tab, select the data source.

To get only matrix on the report, don’t select any display fields on the Fields tab.  If you select display fields, matrix will be placed below the tabular data.

If not already open, click Matrix tab header to open the Matrix tab.

create matrix
Figure 10: Creating Matrix

To place a field as matrix row, drag it from Available Fields list and drop it in Row Fields (or, select a field and click arrow button).  To place a field as matrix column, drag it from Available Fields list and drop it in Column Fields (or, select a field and click arrow button).

To place a field on summary (intersection of row and column), drag a field from Available Fields list and drop it in Summary Fields (or click arrow  button).

These fields will be calculated for summary/totals.  Functions listed in Function dropdown box will depend on data type of the Summary Field.

You can drop multiple fields in Row Fields, Column Fields and Summary Fields box. Fields appear higher in sequence in Row Fields and Column Fields will appear on outer side of matrix.   Summary Fields are placed left to right on the matrix. To move a field up or down, click arrow or arrow button.

Show When opens up filtering criteria to apply on column and row fields. The column/row that meets the condition shows up on the matrix when you run the report.

You can highlight a Cell, Cell Family, or an Entire Row or Column of a matrix based on a condition. The matrix highlights the summary field using the specified Style.

In case of a hyperlinked field (specified at the query object level), you can drill down to open another report or URL on clicking the value of field on matrix.

Grouping values of Numeric fields

You can specify an integer value to group numeric fields.  For example, to have groups of 0-9, 10-19 …  specify 10 in Group By box of respective row in Row Fields or Column Fields box.

Grouping values of Date type fields

You can group a date by Minute, Hour, Day, Week (Sunday to Saturday), Month, Quarter (Jan-Mar, Apr – Jun, Jul – Sep, Oct – Dec), Year.  Select an option from Group By box of respective row in Row Fields or Column Fields box.

Clicking Clear Matrix would clear the specified matrix properties to start all over again.

Designers/Users can link Matrix and Chart so that any changes made in one component gets reflected automatically in the other. Linking can be done in both ways- Matrix to Chart and vice versa.

Link Matrix and Chart
Figure 11: Link Matrix and Chart

Creating Chart

Chart is used for graphical representation of data.  To address your charting needs ad hoc report supports most of the popular chart types like bar, line, pie and radar.

You can create multiple charts on an Ad hoc report.

Chart section provides + button to add more charts and specify the chart details in the new chart tab.

In the Ad hoc template you can control the number of charts displayed by the size. More charts flow to next row.

In case of a hyperlinked field (specified at the query object level) on either X or Y axis, you can drill down to open another report or URL on clicking the data point on chart.

create chart
Figure 12: Creating Chart

Chart properties
Item Values Comments
Query Object Check ‘Use Parent’s’ or select from object selector Select the parent query object to create chart on same dataset or a different query object to help you create chart on different datasets in the same report
Chart Title Type yourself Give a title to your chart
Chart Type Select from list Select the base chart type
chart type
Link Select from list:

 

With Report Fields

 

 

 

 

 

Matrix

 

 

Report Fields = Take report grouping fields as chart grouping fields and number fields from detail or summary section as chart series fields at run time

 

Matrix = Take row and column group fields as chart group fields and cell value fields as chart series fields

Clear Chart Action Removes all chart settings
Value Fields

(Y-Axes)

value fields
Value Fields Y-Axes Tabs

Y

Y1

Y2

+

Create new tab using + for secondary Y Axis.

Drag fields on respective Y Axis tab

Field Drag from available fields Each field becomes a Y axis on chart series
Function Select from list

Sum, Avg, Count, Min, Max and others

Value Fields will be aggregated on chart using this function
Series Type Select from list

series level chart

Select series level chart type.

(Parent) = No series level chart type applied, use base chart type

Trend Set Trend options

trend lines and forecast

Opens trend dialog

 

 

 

Show Trend Line Check/Uncheck Check = Adds a trend line to this series. Trend line will be a line type chart irrespective of base chart type and series chart type

 

Uncheck = Switch off trend line for this series

Trend Type Automatic

 

 

 

 

 

Manual

Automatic = The tool selects one of the trending algorithms automatically based on the data

Manual = You can choose one of the algorithms for drawing trend line: Exponential, Linear, Logarithmic, Polynomial, Power, Moving Average

Trend Manual Polynomial Order 0 – 5 Defines the order of polynomial trend line.

The order of the polynomial determines by the number of fluctuations in the curve

Trend Manual

Moving Average

 

0-N Determines the number of data points to average and use as average value for trending over a specific number of periods
Forecast Forward

Backward

Specify trend line for future or back period of time
Infographic Select from Color or Clipart

Infographic

You can select a color for the chart series or else default color would be picked from the system palette.

You can also assign a color for negative values i.e. values below a specified’ Negative Base’.

‘Use Negative Color For Decreasing Values’ option enables viewing values following a decreasing trend in the chosen negative color.

Choosing a clipart will help you display clipart image (SVG format) as chart patterns. You will have to place your SVG images as files or in folders under <Intellicus installation folder>> ReportEngine > Templates > Charts > Infographics

Once you have added the images, you will see the folder names as categories and images will be displayed in the box as thumbnails.
Choose the image of your choice and select a pattern (Layout Type). Click OK.

Title Type yourself Give a title to Y axis
Stack Type Select from options:

Normal

Stacked

100% Stacked

Normal = No stacking

Stacked = Stack all series of this Y axis

100% Stack = 100% stack all series of this Y axis

Base Value Specify a value between 0-N Specify a base value (scale) of Y axis in the chart
Threshold Set Threshold optionsThreshold Opens threshold dialog

Threshold Lines help to effectively communicate important points in your data like a key value, sales threshold, important date or the average of your data

Show Threshold Line Check/Uncheck

 

 

 

Check = Adds a threshold line for this series.

Uncheck = Switch off threshold line for this series

Threshold Value Specify value/range of values You can either specify a value for Threshold Line or a range of values for Threshold Band
Threshold Label Enter text Specify label text to appear for the threshold line or band on the chart
Threshold Color Select from color selector Specify the color of Threshold Line or Band
Group Fields

(X-Axis)

Field Drag from available fields Each field becomes a X axis on chart series
Group By Select from list:

YEAR

QUARTER

MONTH

WEEK

DAY

HOUR

MINUTE

Applicable for Date data type fields
Display Field Select a field from list On X axis data label, show the selected fields’ values instead of group field value
Pivot Check/Uncheck Check = Convert into series. All the values from this field become series at runtime
Show Axis Title Check/Uncheck Check = Give a title by typing it in the box
X–Axis

Label Angle

Select from list:

0

30

45

60

90

Rotation or angle of labels on the X axis
Settings
Show Legends Check/Uncheck Switch On or Off legends, you can also define the position of Legend from the drop down beside Show Legend option if you Switch On the Legend
Show Title Check/Uncheck Switch On or Off title
Show Point Labels Check/Uncheck Switch On or Off Data point labels
Show Description Check/Uncheck Whatever Description you give in Miscellaneous, will be displayed alongside the chart if you check here
Align Select from list

 

Top

 

Bottom

Position of chart when report has detailed data

Top = Show the chart at the top of report

Bottom = Show the chart at the bottom of the report

Level Select from list

 

Report

 

 

Page

Level of data to aggregate for chart

Report = All of report data will be aggregated in to one chart per report

Page = Data rendered in one page of detail section will be aggregated into a chart per page

Sorting
Sort Order Field Select field from list The X Axis values will be sorted based on the value of selected field
Sort Order Order Ascending

Descending

Order of sorting
Show (N) Select from list

(All)

1-50

Restrict number of X axis values to given number
Miscellaneous Description Click dots  to open Type a description to show along with your chart
Custom Chart Type

With the implementation of this feature, you can use your own customized SVG images to be rendered as a chart type. You need to place the custom SVG file containing the visualization rendering information, data representation including animation etc. under <Intellicus Installation Folder Path>\Intellicus\ReportEngine\templates\charts\custom

Intellicus chart control supplies data and activates the SVG to render.

A sample report output using the custom chart type appears as shown in the below image:

custom chart type
Figure 13: Custom Chart using SVG file

SVG (Scalable Vector Graphics) based Visualizations

With Intellicus’ data visualization capabilities, you can let your creativity flow when telling the story of your data unlike ever before. You are no longer tied to bar charts and pie graphs. Now, you can display comprehensive maps, entire shop floors, images of trucks or animals, and virtually any relatable image to the business. This provides responsive, interactive charts that facilitates you to build pictograms and custom-tailored visuals. You can place the SVG template folder (containing SVG image, HTML and CSS files) under <Intellicus installation folder>\Intellicus\ReportEngine\templates\ihtml

The above folder would be available at Administration > Configure > Config Files > iHTML Template Files on portal as shown in Figure 14.

iHTML Template Files
Figure 14: iHTML Template Files

Next, you need to configure the iHTML template. Go to Navigate->Design->Ad hoc Template and choose a template that you want to map the iHTML template with. Select your iHTML template under iHTML item. Click Save to save the configuration.

Ad hoc Template
Figure 15: Ad hoc Template Configuration

You can now use this SVG template to design an ad hoc report. Go to Navigate->Design->Ad hoc Report and select the desired Query Object as a data source.

Query Object with Template
Figure 16: Selected Query Object with Template

With iHTML as the Report Format, select the template that you had mapped the SVG template with. The SVG Mapping tab is now visible at the top on the Ad hoc toolbar.

Go to the Chart tab to create a chart for your ad hoc report.

Chart in Ad hoc report
Figure 17: Chart in an Ad hoc Report

Under SVG Mapping tab, select a container on the SVG image and link this to the above created chart.

Link SVG Container to Chart
Figure 18: Link SVG Container to Chart

Note: A single chart control can be mapped with a single container only.

You can run the ad hoc report with your SVG template as shown in the image below.

Chart using SVG Template
Figure 19: Chart using SVG Template

Auto truncate X-Axis labels in Chart

You can now choose to trim some characters of X axis labels automatically so that the chart gets enough space to render. This can be customized in the respective ICT file to enable or disable the auto truncate feature, truncate either the initial or trailing characters and specify the maximum percentage height for X-axis labels.

Below is a sample ICT file (<Intellicus installation path>\Intellicus\ReportEngine\templates\charts\amchart_javascript\Default) with the specified configurations:

categoryAxis.disableEllipsisInLabels = true;

categoryAxis.ellipsisPosition = “suffix|prefix”;

categoryAxis.maxHeight = “25%”;

Custom Chart
Figure 20: Custom Chart using SVG file

Creating GIS Maps

You can add interactive mapping functionality to your reports with vast customization options. It enables to zoom or pan the map, drill-down to other reports or external URLs.

You can create GIS maps on smart reports and achieve the following:

  1. Heat maps: A heat map uses shading to display how a value differs in proportion across a geography or region. You need to set light (start) and dark (end) color, so that for the corresponding values for your Value Field, the map will automatically choose intermediate color corresponding to its value. Refer the “GIS section properties” table on page 32 to know more about heat map properties.
  2. Attributes on balloon: You can specify how the value of a particular field should appear when you click an area on the map (as shown in Figure 13).
  3. Drill down: In case of a hyperlinked field (specified at the query object level), you can drill down to open another report or URL on clicking the area on map.

create map
Figure 21: Creating Map

Attributes Dialog

Area attributes dialog helps you design the content of the balloon that opens when an area on the map is clicked as shown in Figure 14.
Attributes Dialog
Figure 22: Attributes Dialog

GIS section properties
Item Values Comments

 

Map Select Map Data:

map data

 

This list populates according to map data available on your system.

Select the map name for initial loading of data.

For example, if you want to depict US states heat map then select “USA – Regions”. If you want World countries heat map then select “World – Countries” map

Area Field Select field from list This list populates GIS enabled fields from your selected data set.

Select appropriate field for grouping of data.

For example: the field that contains state name, country name etc.

Area Attributes Opens Attributes dialog

(See image below this table)

 

Area attributes dialog helps you design the content of the balloon that opens when user clicks an area on the map
Area Attributes

Prefix

Type yourself Prefix caption value for the field
Area Attributes Field Select field from list Value of the field
Area Attributes Function Select summary function Select the aggregation summary function applied on the field
Area Attributes Suffix Type yourself Append suffix caption for the field
Area Attributes

As Title

Check/Uncheck Check = This line appears on the title bar of the balloon

Uncheck = This line appears on the canvas area of the balloon

 

Area Attributes Preview The balloon content formation is previewed here
Heatmap Properties

 

This section helps you design the heat map on the GIS map
Value Field Select field from list Select the value field using which the heat map is calculated
Function Select summary function Select the aggregation summary function applied on the field
Start Color Select color from palette Select the lowest value color
End Color Select color from palette Select the highest value color.

All the in-between values will be assigned respective colors automatically by an even distribution