InfoAssist Properties

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VaThe InfoAssist Home tab enables you to control the most commonly used properties and options from the Home tab. These properties are:

Use Live Preview Mode

Determines whether InfoAssist opens in the Live Preview mode or the Query Design View, by default. When Yes is selected, InfoAssist opens in the Live Preview mode as the default. When Yes is not selected, InfoAssist starts with the Query Design View. If the Allow User Override check box is selected for this option, users can change the setting specified by the administrator.

Record Limit

Enables the Record Limit menu of the Home tab. If Show is not selected, the Record Limit menu is removed from the InfoAssist interface.

Themes

Provides InfoAssist users with various color-coded StyleSheet themes that can be used to style reports and charts. Users can select standard themes, or select customized cascading style sheet themes created by your organization.

Page Heading

Enables the Header & Footer menu of the Home tab. This menu can be used to add a heading or footing to each page of the report output.

Report Heading

Enables the Header & Footer menu of the Home tab. This menu can be used to add a heading or footing to the first page of the report output.

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For reports or charts, InfoAssist displays a list of output file format options, such as HTML, PDF, or Excel, in the Format Group of the Home tab. Other options that make additional layouts and display features available when creating a report or chart appear on the Format tab itself. You can control the display of both types of options through the settings contained in this section.

Note: Settings in this section do not affect the display of Format tab features for visualizations.

PDF Analytic Document Format

Enables the use of the PDF Analytic Document Format in InfoAssist. This format adds the portability and interactive enhancements of In-Document Analytics to PDF reports. The resulting output is designed for offline analysis and includes all of the data and JavaScript tools required to support analytic operations such as filtering, sorting, and charting in a self-contained report.

When this check box is selected, this format is available as an option in the Output File Format list that opens from the Format group of the InfoAssist Home Page ribbon. It is also available for selection as a default output format from the Report Output Format list, the Chart Output Format list, and the Document Output Format list in the Tool Options Dialog Defaults section of the InfoAssist Properties page.

This check box is cleared, by default.

HTML Analytic Document Format

Enables the use of the HTML Analytic Document Format in InfoAssist. This format adds the portability and interactive enhancements of In-Document Analytics to HTML reports. The resulting output is designed for offline analysis and includes all of the data and JavaScript tools required to support analytic operations such as filtering, sorting, and charting in a self-contained report.

When this check box is selected, this format is available as an option in the Output File Format list that opens from the Format group of the InfoAssist Home Page ribbon. It is also available for selection as a default output format from the Report Output Format list, the Chart Output Format list, and the Document Output Format list in the Tool Options Dialog Defaults section of the InfoAssist Properties page

This check box is selected, by default.

Additional HTML Formats for Chart

Enables the use of the PNG, JPEG, GIF, and SVG output formats. The default value is PNG. PNG is not available as a format for chart output.

Additional PDF Formats for Chart

Enables the use of the PDF/SVG and PDF/GIF output formats. The default value is PDF/SVG.

Excel 2000 Format

Enables the use of the Excel 2000 spreadsheet output format. The Excel 2000 format supports most StyleSheet attributes, allowing for full report formatting. The computer on which the report displays must have Microsoft Excel 2000 installed.

When this check box is selected, this output format option is available for use when selected from the Output Format drop-down menus in the Tool Options Dialog Defaults section.

This check box is selected, by default.

Excel 2000 Formula

Enables the use of the Excel 2000 formulas when the Excel 2000 Format option is selected.

This check box is selected, by default.

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Excel 2007 Format

Enables the use of the Excel 2007 spreadsheet output format. The computer on which the report displays must have Microsoft Excel 2007 installed.

When this check box is selected, this output format option is available for use when selected from the Output Format drop-down menus in the Tool Options Dialog Defaults section of the InfoAssist Properties page.

This check box is selected, by default.x

Excel 2007 Formula

Enables the use of the Excel 2007 formulas when the Excel 2007 Format check box is selected.

This check box is selected, by default.

Excel Pivot

Enables the use of the Excel 2000 PivotTable output format. PivotTable is an Excel tool for analyzing complex data.

This check box is not selected, by default.

Excel CSV

Enables the use of the comma separated values (CSV) file format.

When this check box is selected, the Excel CSV format option is available for use in InfoAssist, and it appears on the Home tab in the Format group options list under the Excel format option. When it is cleared, this option is not available, and it does not appear in the Format group options list.

This check box is selected, by default.

HTML Format

Enables the use of the HTML page report format.

When this check box is selected, this output format option is available for use when selected from the Output Format drop-down menus in the Tool Options Dialog Defaults section of the InfoAssist Properties page.

InfoMini Run Immediate

If Enable is selected, reports run immediately when InfoMini first launches. This setting is enabled, by default.

Other Chart Types

Allows the creation of more complex graph output types, such as spectral maps, gauge charts, and Pareto charts.

Pages on Demand

Enables the display of report output one page at a time. Users can use the navigation menu at the bottom of the output screen to view each page. This option is activated only when HTML or active report output format is selected.

PDF Format

Enables the use of the PDF report format.

When this check box is selected, this output format option is available for use when selected from the Output Format drop-down menus in the Tool Options Dialog Defaults section of the InfoAssist Properties page.

PowerPoint 2000 Format

Enables the use of the PowerPoint® 2000 document output format. The computer on which the report appears must have Microsoft PowerPoint 2000 or higher installed.

When this check box is selected, this output format option is available for use when selected from the Output Format drop-down menus in the Tool Options Dialog Defaults section of the InfoAssist Properties page.

PowerPoint 2007 Format

Enables the use of the PowerPoint® 2007 document output format. The computer on which the report appears must have Microsoft PowerPoint 2007 or higher installed.

When this check box is selected, this output format option is available for use when selected from the Output Format drop-down menus in the Tool Options Dialog Defaults section of the InfoAssist Properties page.

Stack Measures

Displays all numeric measure field names in the first column of the report output, with the corresponding numeric data values displayed across time in a column for each selected time period. The Stack Measures feature is activated only when HTML, Excel, or PowerPoint output format is selected.

User Selection

Allows users to change the output type of their reports at run time.

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Enables InfoAssist users to customize the view of different report components in the InfoAssist tool, such as the design mode, output location, and data view. You can configure the following properties in the InfoAssist View tab:

Display View Tab

Enables the View tab and all of its menu options. If this is not selected, the View tab is removed from the InfoAssist interface.

Data Panel

Allows the user to customize Data Panel settings. Values are Logical (default), List, and Structured.

Query Panel

Allows the user to customize the view of the query components, such as Filters, Column and Row labels, and Measures when building a report. Values are Tree (default), Area 2x2 (2 columns by 2 rows), Area 1x4 (1 column by 4 rows). If the Allow User Override check box is selected for this option, users can change the setting specified by the administrator.

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Settings in the Tool Options Dialog Default section enable administrators to specify default tool settings. If the Allow User Override check box is selected for an option, users can change the setting specified by the administrator. However, the administrator cannot specify a default value that has already been disabled in one of the other groups. For example, if you have disabled the PDF Analytic Document Format option in the Format Tab section, you will receive an error message if you attempt to set that format as a default Report, Chart, or Document Output Format in the Tools Options Dialog Defaults section.

Report Output Format

Sets the default format for reports. Valid values are HTML, HTML Analytic Document, PDF, PDF Analytic Document, EXL07, EXL2K, PowerPoint 2000, and PowerPoint 2007. The format options in this list are available only when their corresponding check box is selected in the Format Tab section of the InfoAssist Properties page. If that check box is cleared, you receive a message warning you that the format option is not enabled when you select it from this list. The default value is HTML.

Chart Output Format

Sets the default format for charts. Valid values are HTML, HTML5, HTML Analytic Document, PDF, PDF Analytic Document, EXL07, EXL2K, PowerPoint 2000, and PowerPoint 2007. The format options in this list are available only when their corresponding check box is selected in the Format Tab section of the InfoAssist Properties page. If that check box is cleared, you will receive a message warning you that the format option is not enabled when you select it from this list. The default value is HTML5.

Document Output Format

Sets the default format for documents that are generated in InfoAssist. Valid values are HTML, HTML Analytic Document, PDF, PDF Analytic Document, EXL07, EXL2K, PowerPoint 2000, and PowerPoint 2007. The format options in this list are available only when their corresponding check box is selected in the Format Tab section of the InfoAssist Properties page. If that check box is cleared, you will receive a message warning you that the format option is not enabled when you select it from this list. The default value is HTML Analytic Document.

Page Orientation

Sets the default page orientation for reports and charts. Valid values are Portrait and Landscape. The default value is Landscape. If the Allow User Override check box is selected for this option, users can change the setting specified by the administrator.

Page Size

Sets the default page size for reports and charts. Valid values are A3, A4, A5, Letter, Tabloid, Legal, PPT-SLIDE, and Large Size. The default value is Letter. If the Allow User Override check box is selected for this option, users can change the setting specified by the administrator.

Data Preview Method

Sets the default action for whether reports are previewed using sample data or actual data from the data source. Valid values are Live and Sample. The default value is Live. If the Allow User Override check box is selected for this option, users can change the setting specified by the administrator.

Record Limit

Sets the default maximum number of rows retrieved from the data source when Interactive Design view is selected. This feature is useful in reducing response time if users are working with a large amount of data. It is applicable only when developing the report. The record limit setting will not affect the report output at run time. Valid values are, All, 1, 10, 50, 100, 500, 1000, 2000, 5000, 10000 rows. The default value is 500 rows. If the Allow User Override check box is selected for this option, users can change the setting specified by the administrator.

Output Target

Sets the default location for reports and charts. Valid values are Single tab, New tab, Single window, and New window. The default value is Single tab. If the Allow User Override check box is selected for this option, users can change the setting specified by the administrator.

In-Document Analytics

Sets the default value for the In-Document Analytics setting in the Procedure Settings dialog box, which opens from the InfoAssist Quick Access toolbar. Valid values are Designer Style and Legacy. In the InfoAssist Properties page setting, the Designer Style value is selected, by default.

The value assigned to this setting determines the default interface for InfoAssist to use when running reports, charts, and documents based on the HTML Analytic Document format. When users create new HTML Analytic reports, charts, and documents in InfoAssist, they can override the default value established in the InfoAssist Properties page setting by selecting an alternative option from the In-Document Analytics setting that appears in the Procedure Settings dialog box.

InfoAssist/Portal StyleSheet

Sets the StyleSheet to be used for InfoAssist and the Portal. Click Change Stylesheet to open the Browse predefined template files window. The value displayed, by default, is Warm.sty.

If the Allow User Override check box is selected for this option, users can change the setting specified by the administrator.

Visualization StyleSheet

Sets the StyleSheet to be used when creating visualizations. Click Change Stylesheet to open the Browse predefined template files window. The value displayed, by default, is Warm.sty.

If the Allow User Override check box is selected for this option, users can change the setting specified by the administrator.

Encode HTML

Encodes script tags within data, so that the tags are replaced and not executable in a browser. The default value is Yes. This includes the ON TABLE SET HTMLENCODE ON command in the procedure.

Enable Pages On Demand

Allows InfoAssist users to view report output one page at a time. The user can use the navigation menu at the bottom of the output screen to view each page. This option is activated only when HTML or active report output format is selected.

Rows retrieved from cache

Establishes how many rows of cached data stored in a binary file are returned to the output window at one time. The default value is 100 rows.

HTML Freeze Height

Determines how the Freeze option, located on the Format tab in the Navigation group of the InfoAssist ribbon, automatically freezes the height of a report area.

If the AutoFit value is assigned to this setting, reports produced when the Freeze option is selected automatically fit the height of the window or pane in which they appear. This is the default value.

If the Fixed value is assigned to this setting, reports produced when the Freeze option is selected are set automatically to a fixed height of four inches, regardless of the size of the window or pane in which they appear.

HTML Accordion

Determines whether the Accordion option, located on the Format tab in the Navigation group of the InfoAssist ribbon, displays accordion reports that automatically resize data to fit the container in which they appear.

If the AutoFit value is assigned to this setting, reports produced when the Accordion option is selected automatically resize the display of data to fit the size of the container in which they appear, and automatically adjust column widths based on the size of the largest data value or column title. This is the default value.

If the legacy value is assigned to this setting, reports produced when the Accordion option is selected do not automatically resize the display of data to fit the size of the container in which they appear, and do not automatically adjust column widths.

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Determines which of the following file types can be selected by InfoAssist users when creating and saving HOLD files:

Binary

Stores report or chart data as binary numbers in numeric fields. Binary files use the extension (*.ftm).

FOCUS

Stores report or chart data as text in a segment structure that conforms to FOCUS database requirements. FOCUS files use the extension (*.foc).

Comma Delimited with Titles

Stores report or chart data as text in sequence by field. Alphanumeric fields are enclosed in quotation marks. Fields are separated by commas and are preceded by Field Names. Comma Delimited with Titles files use the extension (*.csv) (Comma Separated Values).

Plain Text

Stores report or chart data as text in sequence by field without delimiters or field names. Plain Text files use the extension (*.ftm).

Tab Delimited

Stores report or chart data as text in sequence by field. Fields are separated by tab characters. Tab Delimited files use the extension (*.tab).

Tab Delimited with Titles

Stores report or chart data as text in sequence by field. Fields are separated by tab characters, and are preceded with field names. Tab Delimited with Titles files use the extension (*.tab).

Database Table

Stores report or chart data as text in a field structure that conforms to a Structured Query Language (SQL) Database format. Database Table files use the extension (*.sql).

Database Table output is only available when working against an SQL database.

Hyperstage

Stores report or chart data as text in a field structure that conforms to the Hyperstage database table format. Hyperstage files use the extension (*.bht).

Hyperstage output is only available when the WebFOCUS Server has a Hyperstage adapter configuration.

SQL script

Stores report or chart data as text in a sequential field structure that can be imported into a database table that conforms to the Structured Query Language (SQL) Database format. SQL Script files use the extension (*.sql).

SQL Script output is only available when working against an SQL database.

XML

Stores report or chart data as text in a field structure that conforms to the rules of the Extensible Markup Language. Fields are separated by tags that identify content. XML files use the extension (*.xml).

JSON

Stores report or chart data as text in a structure that conforms to the rules of JavaScript Object Notations. JSON files use the extension (*.json).

Leaflet Maps

Enables the icons required for the use of Leaflet maps in both chart and visualization mode of InfoAssist. The two Leaflet map icons enable you to select either a Choropleth or a Proportional Symbol (Bubble) map based on the Leaflet open-source JavaScript library for mobile-friendly interactive maps.

In chart mode, these icons are available in the Select a chart dialog box. To open this dialog box, click Other on the Format tab, in the Chart Types group. In the Select a chart dialog box, click Map.

In visualization mode, these icons are available in the Select a Visual dialog box. To open this dialog box, click Change on the Home tab, in the Visual group.

If this setting is not selected, Leaflet map icons do not appear in either location. The default value is selected.

Settings in this section enable the use of drill-down navigation options, which are part of the Auto Drill functionality.

Single Click Navigate

Enables the use of single click navigation, which is an automatic drill down to the next level of a dimension within the body of a report or chart made in response to a single click on a top-level entry or feature.

By default, this check box is not selected, meaning that single click navigation is disabled, and top-level Auto Drill entries or features display the Drilldown menu in response to a single click. If this check box is selected, single click navigation is enabled, and instead of displaying the Drilldown menu, top-level Auto Drill entries or features automatically refresh the report or chart with results based on the next lower level of your selected dimension in response to a single click.

Breadcrumbs

Enables the display of a breadcrumb trail at the top of an Auto Drill report or chart.

By default, this check box is selected, and Auto Drill reports and charts display a breadcrumb trail. If this check box is cleared, Auto Drill reports and charts do not display a breadcrumb trail.

In an Auto Drill report or chart, a breadcrumb trail displays a series of links to previous versions that were generated as you drilled through each level of your selected dimension to reach the version currently on display.

Restore Original

Enables the display of the Restore Original option in the Drilldown menu.

By default, this check box is selected, and the Restore Original option appears in the Drilldown menu. If this check box is cleared, the Restore Original option does not appear in the Drilldown menu.

In an Auto Drill report or chart, the Restore Original option returns you directly to the original version.

Drill Up

Enables the display of the Drill up option in the Drilldown menu.

By default, this check box is selected, and the Drill up option appears in the Drilldown menu. If this check box is cleared, the Drill up option does not appear in the Drilldown menu.

In an Auto Drill report or chart, the selection of the Drill up option refreshes the display with results based on the next level above the current level of your selected dimension.

Drill Down

Enables the display of the Drill down option in the Drilldown menu.

By default, this check box is selected, and the Drill down option appears in the Drilldown menu. If this check box is cleared, the Drill down option does not appear in the Drilldown menu.

In an Auto Drill report or chart, the selection of the Drill down option refreshes the display with results based on the next level below the current level of your selected dimension.

Note: In addition to disabling the Drill down option, clearing this setting also removes hyperlinks from top level report entries and the breadcrumb trail display from reports and charts. If the Single Click Navigate setting is also cleared, clearing the Drill Down setting effectively disables Auto Drill navigation tools in reports and charts that contain only the top level of a dimension value in their design. If the Single Click Navigate setting is selected, and the report or chart contains entries below the top level, clearing the Drill Down setting shifts the Single Click Navigation feature to those lower-level entries. However, because this setting also suppresses the display of the Drilldown menu, users will neither be able to restore the original version of the report or chart, nor will they be able to drill back up to a higher level.

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Use two-part file name

If selected, this option requires the use of two-part file names, which specify the path to the Master File location. If not selected, a one-part file name must be used instead. The default value is selected.

Expand Data Source Tree

Determines whether the initial view of the data source tree is expanded or collapsed. If selected, the tree is expanded. If not selected, the tree is collapsed. The default value is selected.

Join Tool

Displays the Join menu option on the InfoAssist Data tab. If not selected, the Join menu option is removed from the Data tab. The default value is selected.

Layout Tab

Enables the Layout tab in the InfoAssist ribbon. If not selected, the Layout tab is removed from the InfoAssist ribbon. The default value is selected.

Series Tab

Enables the Series tab in the InfoAssist ribbon. The Series tab displays when working with charts and visualizations. It provides access to charting properties and options in the Properties, Line, and Pie menus. If not selected, the Series tab is removed from the InfoAssist ribbon. The default value is selected.

Enable Path Enforcement

Establishes the default condition of the Enforce Paths container that appears at the top of the Data pane of the Resources panel in the InfoAssist Application Window.

When you move a field from the Data pane into a field container on the Query pane, path enforcement automatically limits the display of available fields in the Data Source Tree to those with valid logical connections, based on their multi-path relationships, to the field that moved into the field container.

When this check box is cleared, the default value for this setting, the Enforce Paths container is not enabled, by default. Under this condition, the display of available fields in the Data Source Tree does not change when users move a field into a field container in the Query pane. Within the InfoAssist session, users can click the Enforce Paths container to enable path enforcement.

When this check box is selected, the Enforce Paths container is enabled, by default. Under this condition, fields in the Data Source Tree with no logical connection to a field moved into a field container in the Query pane are dimmed and unavailable. Within the InfoAssist session, users can click the Enforce Paths container to disable path enforcement.

Note: When you save a new procedure, the current condition of the Enforce Paths container is saved with the procedure. When you re-open the procedure in the InfoAssist Application Window, the condition of the Enforce Paths container is established by the value stored in the procedure instead of the value assigned to the Enable Path Enforcement setting.