Intellicus Enterprise Reporting and Business Insights 18.1

Using Power Viewer

0 views June 28, 2020 0

When a report is run in HTML/iHTML format, the HTML Viewer appears at the top of the report. You can enable the Ad hoc Power Viewer under Navigate > Administration > Configure > Viewer to get the Power Viewer features on the HTML Viewer.

When an Ad hoc Report is viewed in Power Viewer, you can do much more than just viewing and saving the report. While viewing a report you may want to perform sorting, grouping or repositioning columns or viewing a chart in different ways. All these can be done dynamically by right-clicking the report on HTML Power Viewer itself without going back to the Ad hoc Report Designer.

The objective of this document is to make you aware of the tasks you can do while viewing a report in HTML Power Viewer and how to accomplish those tasks.

Working with Columns

On HTML Power Viewer, you can do the following with columns:

  • Hide or show a column
  • Change column position
  • Resize column width
  • Change column alignment
To hide a column

You can hide a column that is appearing on the report.

Hide column

Figure 1: Hiding a column

To hide a column, you need to:

  1. Right-click the mouse on the column title that you want to hide. A context-menu appears.
  2. Click its Hide option. Thereafter, click Apply on the Actionboard.

The report will be refreshed which will not have the column that was hidden.

To show a column

If there are one or more fields that are not selected to be part of the report, you can show them on the report as a report column.

show column

Figure 2: Getting a column on report

To do so, you need to follow the below steps:

  1. Point the mouse anywhere on the report (except column header) and right-click. A context-menu appears. The number of options appearing on the context-menu will depend on where on the Viewer the mouse was placed while right-clicking.
  2. Point the mouse on Show. A sub-menu opens up having a list of fields that are not present on report.
  3. Click the field that you want to place on report and click Apply on the Actionboard.

The report will be refreshed and selected field will appear as the right-most column.

Note: If you have clicked on a column header to get the context-menu and selected a field for adding in the report, the field will appear on the left of the column on which the mouse was clicked.

To change column position on report

HTML PowerViewer gives facility to reposition a column already placed on the report.

change column position

Figure 3: Changing position of a column

To do so, you need to follow the below steps:

  1. Click the mouse (on the title of the column that needs to be repositioned.) Markers appear on left and right edge of the column.
  2. Drag the column header towards right or left side. A black line appears where the column will be placed.
  3. After reaching at right place, leave the mouse key. Thereafter, click Apply on the Actionboard.

The report will be refreshed with the field placed at the new location.

To resize a column

HTML Power Viewer gives facility to resize a column already placed on the report. You can do the following to achieve this:

resize column

Figure 4: Resizing a column

You can do the following to achieve this:

  1. Click anywhere on the header of the column which you want to resize. Markers appear on left and right edge of the column.
  2. Click the marker and drag the mouse pointer towards left or right side. The mouse pointer changes to a double-headed arrow.
  3. After required resizing, leave the mouse key. Click Apply on the Actionboard.

Report will be refreshed and refreshed report will have new size of the column.

Note: If column-size of a column was changed, the context-menu on that column title will have an option Reset Width.  Click this option to reset the width of that column to original size.

To change alignment

Alignment of value in a column is set in the query (data source) that is used in the ad hoc report.  However, it is possible to change its alignment.

Reset option in the menu

Reset option in the menu

Figure 5: Reset option appearing in the menu

To change alignment of a column, you need to:

  1. Point and right-click the mouse on the column-header. A context-menu appears.
  2. The context menu has options except the default alignment. Click the option (Left, Center or Right)and click Apply on the Actionboard. Report is refreshed with that column having aligned.

If you right-click the column that is aligned, Reset option will also appears on the menu.  Clicking Reset option will apply the default alignment (the alignment specified in data source) on the column.

Selecting a template

Template gives look and feel to the report data.  You can select a template from the available templates.

Selecting a template

Figure 6: Selecting a template

To select a template, you need to follow the below steps:

  1. Point the mouse anywhere on the report(except column header) and right-click.
  2. On the menu, point on Template option.
  3. Click one of the options in sub-menu. Click Apply on the Actionboard.

Report will be refreshed with new template applied.

Sorting

Multi-level sorting (a maximum of 3 levels) is available on HTML PowerViewer.

If the report is sorted by column A, and if it is also sorted by column B, then this will become the case of multi-level sorting.  Here the report is first sorted by Column A and within it, sorted by column B.

To sort the report, you need to do the following:

  1. Point and right-click the mouse on the header of the column by which you want to sort the report. A context-menu appears.
  2. Point the mouse to Sort option. A sub menu appears.
  3. Click the right option from the options available in the menu. Click Apply on the Actionboard.

The report will be refreshed and will arrange the records in sorted order.

sorting the report

Figure 7: Sorting the report on ascending order of a column

Note: The options made available on sort sub menu will depend on the field’s sorting status.  For example, primary sorting (Ascending) is applied on the field, the submenu will have Descending option.  If Secondary (descending) or lower level of sorting is applied on the field, the menu will have Descending, Ascending (Primary) and Descending (Primary) as options.

After sorting is applied, an arrow button indicating sort type and level appears on header for first level sorting, second level sorting and third level sorting.

The action that takes places upon clicking the button will depend on what is setup.  It will be any of the following:

  • Reverse the sort order
  • Make the field primary sort field

sort options in pre-sorted field

Figure 8: Sort related options appearing on a pre-sorted field

Grouping

HTML Power Viewer provides multi-level grouping.  Once a group is created, groups created later will be placed below the created groups.

You can group the report using any of the two methods: Group based on a field that is placed on the report or by a field that is not placed on the report.

Grouping by a field that is placed on the report

To group the report by a field that is already placed on the report, you can use the Group option on the column header menu.

grouping report

Figure 9: Grouping a report

To group by a field that is currently showing on the report, you need to:

  1. Point and right-click the mouse on the header of the column by which you want to group the report. A context-menu appears.
  2. Click the option Group. Click Apply on the Actionboard.

The page will be refreshed. On refreshed page, the column by which the report was grouped will not appear and report will be grouped.

If the field is of Character or Number type, for each value a new group will be formed.

Note: If you click on any of the column value (and not header), Group option will open in a sub menu having all the fields available.  Click the field to group report by that field.

Grouping by a Date field

To group by a date field, you need to do the following:

  1. When you right-click on column title of a date field, you get a sub menu having options: Minute, Hour, Day, Week, Month, Quarter and Year.
  2. Click an option to group the report grouped appropriately.
  3. Click Apply on the Actionboard.

Grouping by Date Field

Figure 10: Grouping by Date Field

  • Minute: Groups all the records for each minute.
  • Hour: Groups all the records for each hour.
  • Day: Groups all the records for each day.
  • Week: Groups all the records with date falling within a week (a week is considered from Sunday to Saturday).
  • Month: Groups all the records by months.
  • Quarter: Groups all the records by quarter (a quarter is Jan to March, April to June, July to September and October to December.)
  • Year: Groups all the records by year.
Grouping by a field that is not placed on the report

Use the following method to group the report by a field that is not already placed on the report.  However, you can also use this method to group the report by a field that is present on the report.

Grouping by a field not placed

Figure 11: Grouping by a field that is not placed on the report

To do so, you need to follow the below steps:

  1. Point the mouse on blank part of the report (except column header) and right-click. A context-menu appears.
  2. On the menu, point to option Group. A sub-menu will open up having all the fields as sub menu options.
  3. Select the field by which you want to group the report. Click Apply on the Actionboard.

The report will get refreshed and a new group will appear on the report below the group setup earlier.

Shifting a group field to detail section

To shift a group field as one of the columns of the report, you need to:

  1. Click the group field and drag it on the column header. A place-holder marker appears indicating where the field will be dropped.
  2. Dropping the field at that place will process the change and refresh the report. Click Apply on the Actionboard.

Shifting a group field

Figure 12: Shifting a group field to column header

Report refreshed after shifting the field

Figure 13: Report refreshed after shifting the field

Note: Depending on the configuration, it may not process the change immediately, but add the action on action board. If the group already exists as one of the column fields, it will not be dropped.

Change group order (re-arrangement of groups)

When a report is having multiple groups, you may wish to change the grouping order.

Change group order

Figure 14: Changing group order (Re-arrangement of groups)

To change grouping order, you need to:

  1. Click on a group field and drag it up in the order or down in the order. A place-holder marker will appear indicating where the group field will be dropped.
  2. Dropping the field at that place will process the change and refresh the report. Apply on the Actionboard.

Note: Depending on the configuration, it may not process the change immediately, but add the action on action board.  A field can’t be dropped below or just above the field representing innermost group.

To change grouping (date fields)

When you right-click a group formed by a date type group, you get two options in the menu that lead to any of the following actions:

  • Change grouping to any of the other type
  • Remove grouping

Grouped by a Date field

Figure 15: Grouped by a Date field

Point to Change Grouping followed by clicking any of the options available, group will be changed after clicking Apply on the Actionboard.

To remove grouping

Here are the steps to remove grouping:

  1. Point and right-click the title of the group that you want to remove. One- option menu appears having Remove Grouping as its option.
  2. Click Remove Grouping Click Apply on the Actionboard.

The report will be refreshed and grouping will be removed.

Remove group

Figure 16: Removing the grouping

Filtering

While viewing a report in HTML Power Viewer, you can filter the report.  Filtering of records is available on date field and character field as well.

To filter by a character field

View desired data by applying filter

Figure 17: Viewing the desired data by applying filter

To Filter by character, you need to:

  1. Right-click the field title for which you want to add a filter. A Context-menu appears.
  2. Point to Filter option. A sub-menu opens. From this sub-menu, click the values by which you want to filter the report. A check will appear before the value option.
  3. Click Apply to apply the filter and get the filtered report.

Report will be refreshed having filtered records.

Note: Filtering is not available for numeric fields.  For character fields you will get the filter option only if list of lookup values is provided by the administrator.

Filtering behavior

When you apply a filter on a field from HTML Power Viewer, the filter will be additionally added on the filter set on Ad hoc Report Wizard.  You may also observe that when you apply a filter on a field from PowerViewer, previously added filter is removed and newly apply filter is applied.  This behavior depends on configuration of HTML Power Viewer.

(Show all) option

On Filter sub-menu, if (Show all) option is also available, it is because a filter has been already applied on the field. Click (Show all) and select the option to remove filter on the Actionboard.

To filter by a date field

Setting Filter by Date

Figure 18: Setting Filter by Date

To Filter by Date, you need to:

  1. Right-click title of the date field by which you want to filter the report. A context-menu appears.
  2. On this menu, when you point option Filter, a sub menu opens with options Last, This and Next. Each of the options will open in a submenu having options Year, Quarter, Month, Week, Day, Hour and Minute options.

For example, if you choose Filter > Last > Year, you will get all the records of last year.  If you click Filter > Next > Quarter, you will get all the records that have a date falling in Next quarter.  The detail given below gives more information on these:

  • Day: All the records with date falling on the selected day.
  • Hour: All the records falling under selected hour.
  • Minute: All the records falling under selected minute.
  • Week: All the records with date falling within selected week (among Last, This and Next). A week is considered from Sunday to Saturday.
  • Month: All the records having a date falling within selected month among Last, This and Next.
  • Quarter: All the records having a date falling within the selected quarter amongst the Last, This and Next options. (A quarter is a period from Jan to March, April to June, July to September or October to December.)
  • Year: All the records having a date falling within selected year among Last, This and Next.
Suppressing duplicate rows

Report may have rows that are completely same (having completely duplicate row).

Suppress Duplicates

Figure 19: Suppress Duplicates

If you want to have only one row and suppress other rows, you need to:

  1. Right-click anywhere on the report except the column header.
  2. Click Suppress Duplicates option in the menu.

Note: This menu option will appear only if Show Suppress Duplicates Checkbox is checked on Navigation > Administration > Configure > Ad hoc Wizard page.

The report is refreshed with duplicate rows suppressed.

To see all the rows in the report, you need to:

  1. Right-click on blank area of the report.
  2. Click Show Duplicates option in the menu. Click Apply on the Actionboard.

Show Duplicates

Figure 20: Show Duplicates

Lazy fetched lookup values on Power viewer

Power viewer available at Report and Matrix controls can now fetch the field values in Lazy mode.

This enables very light weight and fast rendering of reports and you will have an access to the fresh set of values on-demand without an impact on performance.

You can choose to apply filter on field with large distinct values:

Filter on Large Distinct Values width=

Figure 21: Filter on Large Distinct Values

You can choose multiple values to apply the filters as shown in the below image:

Filter on Multiple Values

Figure 22: Filter on Multiple Values

You also have an option to deselect or fetch more values to apply filter.

Deselect Values on Filter

Figure 23: Deselect or Fetch Values on Filter

Getting Totals

HTML Power Viewer provides the functionality of getting totals and summaries on the fly when you are viewing reports.  This feature is particularly useful when the report is grouped.

To get summaries

Getting summaries

Figure 24: Getting summaries

To get summaries/totals on a report, you need to:

  1. Right-click the column title on which you want the summary. A context-menu appears.
  2. To get summary, point to Totals and in the sub-menu click the option representing the summary option that you want to use. Click Apply on the Actionboard.

The report will be refreshed.  The refreshed report will have summary calculated based on the function you selected.

The Totals sub menu will have option (None) if on that field summary is already applied.  Click (None) to remove summary.

Note: If the report has groups, the summary totals will appear after each group. If the report does not have a group, the summary total will appear as report summary.

To Hide or show Details

It is possible to hide or show details for a report when a report has at least one total and at least one group. This feature is particularly useful when the report has totals on it.  Hide details if you want to have a look at totals only.

Hide or show Details

Figure 25: Hiding or Showing details

To Hide Details

When the report has details, you can hide them by following the below steps:

  1. Right-click anywhere on the report except the column header. A context-menu appears.
  2. Click the Hide Details Click Apply on the Actionboard.

The report will be refreshed. The refreshed report will hide detail rows showing only summarized view of report.

To show details
  1. 1. Right-click anywhere on the report except the column header. A context-menu appears.
  2. Click the Show Details

The report will be refreshed.  The refreshed report will show detail rows.

Matrix

To summarize your report data in the form of cross-section of fields in rows and columns, you can add matrix to the report.

The following activities can be done on a matrix on Power Viewer.

Showing a field on matrix

A field is picked up from field list and placed as row header, column header or a summary cell.

Available Fields dialog contains fields received from data source.

Available Fields dialog

Figure 26: Available Fields dialog box

To show a field, you need to:

  1. Open Available Fields list by clicking icon button available on top-left corner of the matrix.
  2. Pick the fields to drop on the matrix. On Available Fields, a disabled icon indicates that presently the field is not placed on the matrix. If the text is disabled, it indicates that the field is already placed on the matrix. The field’s location is indicated by colored part of the icon in front of the field name.
  3. After picking up the field, place it on either row, column or summary header of the matrix. Click Apply on the Actionboard.
    You can re-position or swap fields by simply drag and drop action on the matrix.

Place field on matrix

Figure 27: Placing a field on matrix

Getting totals on matrix
  1. Hover the mouse pointer on respective column header, row header or summary header.
  2. Click setting button button appearing on the header.
  3. Click Show Totals option from the menu. Click Apply on the Actionboard.
  4. The report will be refreshed. The refreshed report will have totals.
Changing Function on matrix
  1. Hover the mouse pointer on summary header.
  2. Click setting button button appearing on the header.
  3. Click Change Function option from the menu and select Avg, Count, etc. Click Apply on the Actionboard.
  4. The report will be refreshed.
Filtering on matrix

While viewing a report in HTML Power Viewer, you can filter the report data. Filtering of records is available on character and date fields.

  1. Hover the mouse pointer on respective column header or row header.
  2. Click Show Filters filter button button appearing on the header.
  3. Click Filter option from the menu. Click Apply on the Actionboard.
  4. The report will be refreshed. The refreshed report will have filtered data.

Note: Filtering is not available for numeric fields. For character fields you will get the filter option only if list of lookup values is provided by the administrator.

Hiding a field from matrix
  1. Hover the mouse pointer on respective column header, row header or summary header.
  2. Click setting button button appearing on the header.
  3. Click Hide Totals option from the menu.
  4. The report will be refreshed and the field will not appear on matrix.

Note: You cannot hide a column header if the matrix has only one column header.  It is true for row header and summary cell.

Cancel the drop action

You can remove an operation on the Actionboard. Clicking Clear All removes all the operations on the Actionboard.

Charting

To address your charting needs, ad hoc report supports most of the popular chart types like bar, line, pie and radar etc.

Chart Operations (On report canvas)

HTML Power Viewer provides the following features on right clicking the report canvas area.

Adding a chart

On Power Viewer, you can add chart even if you have not designed a chart on the Ad hoc Report Wizard.

Add Chart option

Figure 28: Add Chart option

To get a chart on Power Viewer, you need to follow the below steps:

  1. Right-click anywhere on the report except the column header. A context-menu appears.
  2. Click the Add Chart option. Click Apply on the Actionboard.

Report will be refreshed with chart on it.

Note: Intellicus takes the first character field and selects as X Axis, takes first numeric fields and selects as Y axis and plots the chart.

If the chart was originally plotted but then hidden, in that case, Show Chart will just re-plot original chart.

Hiding a Chart

Hide a chart

Figure 29: Hide a chart from Power Viewer

To hide a chart when you are on Power Viewer, you need to:

  1. Right-click on the chart you wish to hide. A context-menu appears.
  2. Click the Show Chart option on the chart menu and uncheck the chart you wish to hide. Click Apply on the Actionboard to hide the chart. Checking the Show Chart option would show the chart again.
Chart Operations (On chart toolbar)

The tool buttons to initiate chart operations are on Chart toolbar. When the report is displayed, chart toolbar will open for 2 seconds. To open the chart toolbar again, hover the mouse pointer on chart title.

Chart toolbar in AmChart

Figure 30: Chart toolbar in AmChart

To “Link” chart with report fields or matrix

If you have selected Link With Report Fields on Chart tab of Ad hoc Report Wizard, chart will be auto-plotted based on fields selected in Select Display Fields.

When chart is linked then you cannot add any field in chart’s X-Field or Series (Change data icon is disabled in this case). Before linking, if any fields are part of chart then they need to be removed.

To unlink the chart from report fields, open AmChart’s toolbar and click unlink icon button.

The chart will remain, but now, you can change it by making your own selections from Chart tab.

To link the chart again, click link icon button from the chart toolbar.

Similarly, you can select Link Matrix link matrix button on the Chart tab of Ad hoc Report wizard to auto-plot chart based on fields selected from Available Fields.

To change chart type

When the report is run, the chart is plotted in the chart type selected on Ad hoc Report Wizard, which can be changed on viewer.

After opening the Chart toolbar, click Change Chart Type chart toolbar button button to open chart types toolbar.

Chart Types

Figure 31: Chart Types toolbar

On Chart Types toolbar, click the button representing the type of chart you want to open, or click inverted triangle button to open chart sub-types available for in the selected chart type and click one of the sub-types from it.

Chart will be re-drawn using the selected chart sub-type.

To change fields

When the report is run, the chart is plotted based on Group axis and Value axis fields selected on Ad hoc Report Designer..

To change the fields plotted on Group axis and Value axis, without returning to Ad hoc Report Wizard,

Click Change Data change data icon  button on Chart toolbar. The Change Data dialog will open, from where you can change chart fields for Y and X axes.

Change Data dialog

Figure 32: Change Data dialog

Click add icon to add a field on the axis.  Click remove icon to remove a field from the axis. To replace a field, choose the desired field from the dropdown of the field you want to replace.

Note: This button will be disabled when the chart is linked with report fields.

After making the desired changes, click Apply button to get the effect of changes on chart.

Note: The data changes that have been applied here will be reflected on Adhoc Report Wizard‘s chart tab also.

To specify Settings

You can provide options to show or hide Legends, Point Labels and Chart Description eliminating the need to go back to the Ad hoc Report Designer. You can also define the position of Legend on the chart.

Specify Settings

Figure 33: Specify Settings

Saving the layout

After the changes that you have made in report output, you can save the layout.

save layout

Figure 34: Saving the layout

To save the report layout, you need to:

  1. Right-click anywhere on the report. A context-menu appears.
  2. Click the option Save Layout As. A Save Report Layout As dialog box opens up.

Save As Dialog

Figure 35: Save Report Layout As Dialog box

To save the report, you need to do the following:

  1. Select the Category in which the report is to be stored.
  2. Specify Report Name. Select Public to make it available to all the users.  Select Private to make it available to only yourself.  Specify its Description.
  3. Click Save As button to save the report. Dialog box given below appears.

refresh the report

Figure 36: Click OK to refresh the report

Click OK if you want to save, continue making changes and save the changes made.  Click Cancel, if you want to save the output, but continue working on the report output without having need to save modified output under the same name.

You can also download the chart in the form of PNG/JPG/SVG image format on right-clicking the chart.

Changing the Refresh method

Intellicus provides two methods for refreshing the report output from Power Viewer:

  • Immediate: To refresh report output after every change / action
  • Delayed: To collect multiple changes / actions and apply them at one go

change refresh method

Figure 37: Changing refresh method

To change refresh method,

Right-click on an empty area of the report viewer.  If changing of refresh method is allowed, the context-menu will have Immediate Refresh option.  A tick in front of this option indicates “Immediate”.  In this case, change will be implemented immediately.  To change it to “Delayed”, remove the tick.

Preview Mode

This enables you to view first 200 records in the report output to enable faster report rendition. To run the report in Preview Mode, you need to:

  1. Right-click anywhere on the report except the column header.
  2. Click the option Preview Mode to run the report in preview mode.

change refresh method

Figure 38: Preview Mode

Working with Actionboard

Actionboard will appear when refresh method is delayed and you make any changes like changing column width, hiding a field, etc.

Actionboard

Figure 39: Actionboard

  • To apply the changes: Click Apply button.
  • To cancel all the changes: Click Clear All button.
  • To cancel last change: Click cancel button button available on the right of respective entry in Actionboard.

Note: Click down button on title bar of the Actionboard to close it.  When it is closed, click it again to open it.