Intellicus Enterprise Reporting and Business Insights 19.0

Selecting a Data Source

0 views June 28, 2020 0

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
Formula Fields Open Formula Fields dialog
Formula Fields allows you to add calculated fields that are populated at run time without modifying the query object. You can now add a formula field to specify a formula expression that can use existing field(s). This formula field can be treated like any other field on grid, chart or matrix in the report.
You can also add Formula Fields at run time by right-clicking anywhere on the Ad hoc Report viewer
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