2.2 Creating an Ad Hoc View

An Ad Hoc View is a view of data, based on a domain or topic. An Ad Hoc View can be a table, chart, or crosstab. It is the entry point to analysis operations.

  1. Click Create > Ad Hoc View.

  2. In the Data Chooser panel, select Domains.

  3. Click to expand the treeview structure, then select the domain that you want to use.

    You can view only those domains for which you have appropriate rights.

  4. Click Choose Data.

  5. In the Data Chooser panel, click Fields to select items to use in the Ad Hoc View.

    For more information, see Selecting Items.

    In the Data Chooser panel select the required options:

    • Pre-filters: To create filters to limit the data available in the Ad Hoc Editor. For more information, see Pre-filtering data.

    • Display: To change the fields and the display names in the Display Label field. For more information, see Changing the Default Label Settings.

    • Save as Topic: To save the customized topic. For more information, see Saving the Settings.

  6. Select the type of Ad Hoc View; Table, Chart, or Crosstab.

    For more information, see Section 2.1.4, Ad Hoc View Types.

  7. Select the required items from Fields and Measures.

    For more information, see Section 2.5.1, Using Fields in Tables, Section 2.6.1, Using Fields and Measures in Charts, or Section 2.6.1, Using Fields and Measures in Charts.

  8. Place the cursor on , then click Save Ad Hoc View or Save Ad Hoc View as.

  9. Choose the folder in which you want to save the View. By default, the Ad Hoc View is saved in the Repository.

  10. Specify the view name, then click Save.

    You can also open and edit an existing Ad Hoc View to create a new Ad Hoc View.