2.5 Working with Tables

The following section explain how to open, edit, and format your Tabular View:

2.5.1 Using Fields in Tables

Insert data into the table by adding items. All available items are listed in the Data Source Selection panel, on the left side of the Ad Hoc Editor.

The following parameters are available in the Data Source Selection panel are:

  • Fields, which can be added to the table as columns or groups.

  • Measures, which are specialized fields that contain data values.

    NOTE:Most of the Measures display GUIDs in Tabular view and some display measures.

To add items from fields and measures as columns to a table:

  1. In the Data Source Selection panel, click the required item from the Fields or Measures to add to the table.

  2. Drag the selected item into the Columns box in the Layout Band.

    The selected item is added to the view as a column in the table.

To remove an item from a table:

  • In the Layout Band, click x next to the field or measure's name.

Summaries

You can display summary data for any column in your table. Summary data can be in the form of various functions, such as the following:

  • Sum

  • Count

  • Distinct Count

  • Average

For example, in a table with a list of Bundle Sizes grouped by Bundle Type, you can display the minimum, maximum, average, or sum of the bundle size, using this function.

To add a summary to a specific column:

  • In the table, right-click the column for which you want to calculate a summary, then select Add Summary.

    The summary information is added to the group header, or is added to the bottom of a column if no groups are included in the table.

To remove a summary from a specific column:

  • In the table, right-click the column with the summary that you want to remove, then select Remove Summary.

To add or remove summaries from all columns:

  • Click then select Detailed Data.

Column and Header Labels

For Tabular reports, you can edit a column or header label directly in the Ad Hoc Editor.

To edit a column or header label:

  1. In the Ad Hoc View panel, right-click the column or group header.

  2. Click Edit Label.

  3. In the text box, delete the existing name and specify the new name.

  4. Click Submit.

To delete a column or header label:

  1. In the Ad Hoc View, right-click the column or header.

  2. Click Delete Label.

    When you delete a label, it still displays in the Ad Hoc Editor, but does not display in the report.

To re-apply a label:

  1. Right-click the column or header.

  2. Click Add Label.

  3. Specify the label name.

  4. Click Submit.

Managing Column Size and Spacing

You can change the size of the columns in the table to use space more efficiently.

Select the columns that you want to adjust by clicking at right end of the column.

To resize a column:

  1. In the Ad Hoc View panel, select the column that you want to resize.

  2. Move the cursor to the right end of the column.

  3. When the resize icon () is displayed, click and drag until the column is adjusted to the required size.

To change the spacing between columns:

  1. In the Data Source Selection panel, under Measures, click Spacer.

  2. Drag the spacer into the Columns box in the Layout Band, between the names of the two columns that you want to move apart.

    A spacer column, labeled , displays in the table.

    To remove a spacer, right-click the spacer column then select Remove from Table.

To use spacers to create table margins:

  1. In the Data Source Selection panel, click Spacer.

  2. Drag the spacer into the Columns box in the Layout Band.

  3. Add the spacer to the right end of the table.

Reordering Columns

  1. In the Ad Hoc View panel, right-click the column that you want to move.

  2. Click Move Right or Move Left.

Sorting Tables

In the Ad Hoc Editor you can sort the rows of a table by any field.

  1. Click .

    The Sort panel is displayed.

  2. To add a field to sort on, double-click the item in the Available Fields panel, or select the item and click .

  3. To sort by, select one or more items.

  4. Select each field in the Sort panel, then click the Move to top, Move up, Move down, or Move to bottom.

  5. To remove an item from the Sort On panel, select the field, then click .

  6. Click OK. The table will display the rows sorted by the selected fields.

You can also sort a table using the following methods:

  • Right-click a field in the Fields section of the Data Source Selection panel, then click Use for Sorting. In this case, the table is sorted by a field that is not in the table; you must note the sorting fields in the title.

  • Right-click a column header on the Canvas of the Ad Hoc View panel, then click Use for Sorting.

    NOTE:If a column is already being used and you want to stop using it or change the sorting, right-click the column, then click Change Sorting.

Adding a Title

  1. Above the table, select Click to add a title.

  2. Specify the title in the text box.

Changing the Data Format

You can change the formatting for columns containing numeric data, such as dates and bundle size.

  1. In the Ad Hoc View, right-click the column for which you want to change the data format.

  2. Click Change Data Format.

  3. Select the format that you want to use.

    These options vary, depending on the type of numeric data contained in the column.

Changing the Data Source

You must select a new data source for your table. Ensure that all view data and formatting is saved before selecting a new Topic or Domain. Any changes to the view are also lost if you navigate to another page.

  1. At the top of the Data Source Selection panel, click , then select Change Source.

  2. Select a different Topic or Domain connection.

  3. Click Table to apply the new data source.

Controlling the Data Set

You can control the data displayed in the grid by using the Grid Detail Selector. The Grid Detail Selector includes the following options:

  • Detailed Data, which displays table detail only.

  • Totals Data, which displays the table totals only.

  • Details and Totals, which displays both the individual and the total table.

To change the displayed table details:

  1. Place the cursor on .

  2. Select the option that you want to apply to the table.

    The Ad Hoc Editor displays the data as requested.