Ribbon Commands for Reports

In this section:

When creating and customizing reports in Report mode, you can use the following ribbons and commands to customize report functionality.

Home Tab

Command

Description

Format Group

Output File Format

Displays a drop-down menu of all supported output formats.

Chart

Switches to Chart mode. Converts a report to a chart using the fields specified in the report.

Report

Indicates that you are in Report mode.

File

Creates a data file from a report.

Design Group

Query (Design view)

Displays the Data, Query, and Filter panes across the entire canvas, eliminating Live Preview. This view provides a larger work area for creating the report.

Live Preview (Design view)

Displays the report on the canvas as you create the report. You can use the Live Preview to add, remove, and arrange fields, as well as style the report.

Document (Design view)

Converts a report into a document. Opens the document on canvas, which you can use to add text, images, lines, reports, and charts to create documents.

Data from Source

Uses the selected data source to display a live preview of the output on the canvas.

Use Sample Data

Displays sample data, which reduces processing time by eliminating the need to access the actual data source.

Records

Limits the number of rows retrieved from the data source when Live Preview is selected. This feature is useful in reducing response time if you are working with a large amount of data. Type the number of rows that you want directly in the Records field, or use the drop-down menu to select one of the preset record limits. The preset choices are All rows, 1, 10, 50, 100, 500, 1000, 2000, 5000, and 10000.

Filter Group

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Exclude

Turns off a filter.

Include

Turns on a filter.

Report Group

Theme

Opens a dialog box where you can select a theme to style your report or chart. You can use the default style sheet by clicking the Use Default Stylesheet button.

You can also select a document styling theme or an application theme to style all reports created. Use the Environment and Styling section of the Options window, which is accessible by clicking Options in the Application main menu.

Style

Opens a Report Style dialog box for applying global styling to the entire report. For more information about styling reports, see Styling Reports.

Banded

Opens a Color dialog box for choosing a color that provides an alternating color scheme for the report. The report output displays alternating rows of data, using a white background for one row and a background of the selected color for the next row. This pattern continues throughout the report.

Header & Footer

Opens the Header & Footer dialog box, from which you can add and style headings and footings.

Column Totals

Adds a grand total row to the bottom of the report to sum numeric data in each column.

Row Totals

Adds a grand total column to the right side of the report to sum numeric data in each row.

Format Tab

Command

Description

Destination Group

InfoMini

Enables the creation of an InfoMini application. For more information on using InfoMini, see Understanding and Building InfoMini Applications.

Chart

Switches to Chart mode. Converts a report to a chart using the fields specified in the report.

Report

Indicates that you are in Report mode.

File

Creates a data file from a report.

Navigation Group

Table

Generates standard browser output. This is the default.

Table of Contents

Generates output by displaying a table of contents icon in the upper-left corner where report output typically appears. Clicking Table of Contents opens a menu that enables you to select (view) individual values of the first Sort By (By) field, one value at a time.

You can also select options to view the entire report or remove the table of contents.

Freeze

Generates output with column titles that freeze (remain in view) when you scroll through pages of the report output.

Pages On Demand

Provides access to two distinct features, depending upon the output type that you have selected.

OLAP Analysis

Enables Online Analytical Processing capabilities for online reports, including showing or hiding the OLAP panel. You can select from different options using the drop-down menu on the split button.

Features Group

Title Popup

Displays pop-up titles when the mouse pointer hovers over a column title in the report output.

Accordion

Creates expandable views of data for each vertical sort field. This option displays data values only for the first vertical sort field when you first view the output. You can manually expand your view to expose the data values of lower-level sort fields.

Repeat Sort Value

Displays all repeated sort values instead of blanks in the output after the first instance of a new sort value, which is the default behavior.

Stack Measures

Displays all numeric measure field names in a column of the report output with the corresponding numeric data values. For more information on Stacked Measures, see the Stacking Columns topic in the Creating Reports With TIBCO WebFOCUS® Language manual.

Opens the dialog box where you can configure your report options such as menu items, graph engine, and colors. For more information, see Creating Interactive Content.

Accessibility

Allows a title to be added to a report, chart, or document that is Section 508-compliant.

Run with Group

Auto Drill

Enables you to navigate through different levels within the dimension hierarchy of your data source. Click Auto Drill to enable the functionality. For more information, see Using Auto Drill.

Auto Linking Group

Enable Auto Linking

Enables auto linking. For more information, see Using the Auto Linking Feature to Link Content.

Auto Link Target

Sets procedure as an available target for auto linking.

Data Tab

Command

Description

Calculation Group

Detail (Define)

Opens the Detail Field (DEFINE) dialog box, where you can create a defined field, type a name for the field, and enter a format. A Define field is an optional attribute used to create a virtual field for reporting. You can derive the virtual field value from information already in the data source (that is, from permanent fields).

Summary (Compute)

Opens the Summary Field (COMPUTE) dialog box, where you can create a computed field, type a name for the field, and enter a format.

Join Group

Join

Opens the Join dialog box, where you can create a new join, edit or delete existing joins, and add data sources to a join.

Filter Group

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Display Group

Missing Data

This option is disabled for reports.

Data Source Group

Add

Opens the Open dialog box, where you can add additional data sources to a document, enabling you to insert reports from different data sources into the same document. This option is activated when you add a HOLD file. This option is unavailable, by default.

Switch

Opens a drop-down list of all the data sources that have been added. You can choose which data source is currently active and being used to create new reports. This option is activated when you add a HOLD file. This option is unavailable, by default.

Slicers Tab

Command

Description

Options Group

New Group

Creates a new group of similar slicers.

Clear Slicers

Resets all slicers so that no filtering is done.

Update Preview

Applies slicers to preview.

Options

Opens the Edit Slicers dialog box to the General tab, where you can set general options for your slicers.

Record Limit Group

Preview

Sets the number of records retrieved from the data source for preview.

Run Time

Sets the number of records retrieved at run time.

Record Limit

Opens the Edit Slicers dialog box to the Record Limit tab, where you can set record limits for your slicers.

Group Number Group

Group n

Contains a group for each Slicer group that is added. Group 1 is the default slicer group to which you can drag fields to create slicers. To access slicer group options, click Group n to open the Edit Slicers dialog box where you can rename the slicer group and modify the order of the slicers in the group.

Layout Tab

Command

Description

Page Setup Group

Margins

Enables you to set margin values by choosing Normal (1 inch all around), Narrow (.5 inch all around), Moderate (.5 inch left or right), Wide (1.5 inch left or right), or Custom. Choosing Custom opens the Margins dialog box, where you can set specific margins as needed.

Orientation

Enables you to set the orientation of your report to portrait or landscape.

Size

Enables you to select the size of the paper for printing output. You can choose A3, A4, A5, Letter, Tabloid, Legal, PowerPoint, or Large Size (34 x 44 Inches).

Units

Enables you to select the unit of measurement used for customizing the dimension fields of your report. You can choose Inches, Centimeters, or Points.

Page Numbers

Enables you to select page numbering options. You can choose one of the following:

  • No Lead (no space for headers)
  • On (page numbers only in headers)
  • Off (space for headers, but no page numbering)

The Page Numbers value is overridden by header and footer text options.

Report Group

Cell Padding

Opens the Cell Padding dialog box, where you can set specific values to control the amount of space inserted between rows and columns in a report. For more information, see How to Use Cell Padding in a Report.

AutoFit

Limits the width of columns in a report to be no wider than the largest value in each column. AutoFit Column is selected, by default.

View Tab

Command

Description

Design Group

Query (Design view)

Displays the Data, Query, and Filter panes across the entire canvas, eliminating Live Preview. This view provides a larger work area for creating the report.

Live Preview (Design view)

Displays the report on the canvas as you create the report. You can use the Live Preview to add, remove, and arrange fields, as well as style the report.

Document (Design view)

Converts a report into a document. Opens the document on canvas, which you can use to add text, images, lines, reports, and charts to create documents.

Show/Hide Group

Resources

Minimizes the Resources panel and expands the size of the canvas to also occupy the area where the Resources panel typically appears. The canvas can display a preview of a report, output of a report, or the Query Design pane.

Data Panel Group

Logical

Displays the data source fields by type. This is the default view. The Logical view options include Title, Description, Field, and Alias.

List

Displays the data source fields in a tabular list format. This list contains a header row. You can sort fields differently by clicking a column header. The List view options include Title, Description, Field, Alias, Format, Segment, Filename, and Reference.

Structured

Displays the hierarchical structure of the data source files. The Structured view options include Title, Description, Field, and Alias.

Query Panel Group

Areas 2x2

Displays data in a two column by two-row grid.

Areas 1x4

Displays data in a one column by four-row grid.

Tree

Displays data in a tree. This is the default.

Output Window Group

Arrange

Opens a drop-down menu where you can choose how to display multiple output windows. The options are Cascade, Tile Horizontally, and Tile Vertically.

Output Location

Opens a drop-down menu where you can choose how to direct new output. The options are Single tab (default), New Tab, Single Window, and New Window.

Switch Output

Opens a drop-down menu for choosing to view any active output window.

Report Group

Switch Report

Lists any active reports, charts, documents, and visuals to which you can switch.

Field Tab

Command

Description

Filter Group

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Exclude

Removes, but does not delete, the filter from the report.

Include

Restores a filter that was previously excluded from a report.

Prompt

Opens the Create a filtering condition dialog box for creating an auto prompting parameter that you can select when you run a report. The Create a filtering condition dialog box is used to create both filters and auto prompting parameters. The following prompt options are available when Parameter is selected from the Type drop-down menu:

  • Simple. This is used for prompts using Text Input. This is the default value.
  • Static. This is used for prompts using Selection. This option allows you to select multiple values at run time.
  • Dynamic. This is used for prompts using Data Values. This option allows you to select multiple values at run time.
  • Optional. This is used for prompts using Single or Multiselect parameters.

Sort Group

Up

Sorts the selected field in ascending order. This option is activated when you click on a measure or dimension.

Down

Sorts the selected field in descending order. This option is activated when you click on a measure or dimension.

Rank

Inserts a rank column immediately to the left of the report if a Sort By field is selected. It also adds a rank column to the left of the Sort By field if a Measure field is selected. Ranking a Measure field results in two copies of the field, the original Measure field, and the Sort By field that is created during ranking. This option is activated when you click on a measure or dimension.

Group

Opens the Create a Group dialog box where you can create a group to combine values together. This option is activated when you click on a dimension.

Limit

Opens a drop-down menu that allows you to specify the number of unique values to display for a sort group that has been added. This option is activated when you click on a measure or dimension.

Break Group

Page Break

Starts a new page when the primary sort field changes. Clicking the drop-down icon enables you to select Reset Page Numbers, which allows you to reset page numbers on a page break to start at 1. This option is activated when you click on a dimension.

Line Break

Inserts a line in the report output when the primary sort field changes. This option is activated when you click on a dimension.

Subtotal

Inserts a line, total text (TOTAL FIELD Value), and subtotals for all numeric fields when the primary sort field changes. This option is activated when you click on a dimension.

Sub Header

Opens a dialog box where you can type text to add a subheading just below the column titles in the report output when the primary sort field changes. This option is activated when you click on a dimension.

Sub Footer

Opens a dialog box where you can type text to add a subfooting at the end of the data on each page of the report output when the primary sort field changes. This option is activated when you click on a dimension.

Style Group

Font

Opens the Font list, which you can use to change the font.

Font Size

Opens the Font Size list, which you can use to change the numeric value for the font size.

Font Color

Opens the Color dialog box, where you can select the font color.

Style Reset

Resets all settings to the default settings from the template.

Bold

Applies bold font formatting to the selected text.

Italic

Applies italic font formatting to the selected text.

Underline

Underlines the selected text.

Justify Left

Aligns the text to the left of the report.

Justify Center

Aligns the text to the center of the report.

Justify Right

Aligns the text to the right of the report.

Background Color

Opens the Color dialog box, where you can select the background color for the report.

Data Style

Styles only the data for the selected data source field.

Title Style

Styles only the column title for the selected data source field.

Data + Title

Styles both the data and the column title for the selected data source field.

Format Group

Decimal

The default value for the data format of the selected measure is Decimal. Use the drop-down menu to select Alphanumeric, Integer, or More options to open the Field Format Options dialog box.

Change currency options

Changes the currency options for the selected field. This option is activated when you click on a measure.

Percent

Specifies the value of the field as a percentage. This option is activated when you click on a measure.

Comma

Specifies the use of commas for the selected field. This option is activated when you click on a measure.

Increase Decimal Places

Increases the number of decimal places that display for the selected field. This option is activated when you click on a measure.

Decrease Decimal Places

Decreases the number of decimal places that display for the selected field. This option is activated when you click on a measure.

Display Group

Hide Field

Allows you to hide a selected field.

Hide Missing

Allows you to hide fields that have no value.

Aggregation

Enables you to apply an aggregation function to a field in a report. Opens a drop-down menu of the following options: None (default), Sum, Average, Count, Count Distinct, Percent of Count, First Value, Last Value, Maximum, Minimum, Total, Percent, Row Percent, Median, Average Square.

Traffic Lights

Opens the Traffic Light Condition dialog box. From this dialog box, you can add new conditional styling by applying traffic light (and other) colors to a selected field in the output when the field meets specified criteria, modify existing conditional styling, and enable conditional drill-down.

Data Bars

Adds a data visualization column to the right of a selected numeric field. The column displays values in each row using horizontal bars that extend from left to right in varying lengths, depending on the corresponding data values.

Within

Allows you to use specific aggregation tasks at different report levels. You can use the Within phrase to manipulate display field values as they are aggregated within a sort group rather than a report column.

Column(s)

This option is disabled for reports.

Links Group

Drill Down

Opens the Drill Down dialog box, where you can configure a hyperlink or a drill-down procedure for the selected field. Clicking that field in the report output, at run time, redirects you to the URL you specified or executes the indicated procedure.