Ribbon Commands for Documents

Pages Group

Page

Adds a new page to a document.

Reports Group

Report

Inserts a report placeholder on the canvas.

Chart

Inserts a chart placeholder on the canvas.

Existing Report

Opens the Open dialog box, where you can browse to the report that you want to insert in the upper-left corner of the canvas.

Objects Group

Text Box

Inserts an inline text object in the upper-left corner of the canvas.

Image

Opens the Open dialog box, where you can browse to the image that you want to insert in the upper-left corner of the canvas.

Prompts group

Drop Down

Inserts a drop-down control placeholder in the upper-left corner of the canvas.

List

Inserts a list control placeholder in the upper-left corner of the canvas.

Checkbox

Inserts a check box control placeholder in the upper-left corner of the canvas.

Radio Button

Inserts a radio button control placeholder in the upper-left corner of the canvas.

Text

Inserts a text area control placeholder in the upper-left corner of the canvas.

Destination Group

InfoMini

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

Report

Makes report-specific functionality available. In Document mode, if you select a report object, the Report option is enabled on the Home tab and the ribbon options change. For more information, see Ribbon Commands for Reports.

Chart

Makes chart-specific functionality available. In Document mode, if you select a chart object, the Chart option is enabled on the Home tab and the ribbon options change. For more information, see Ribbon Commands for Charts.

File

Creates a data file from a report component of a document.

Navigation Group

Table

Generates standard browser output. This is the default. This option is only available for reports in Document mode.

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. This option is unavailable for charts in Document mode, and is disabled for reports in Document mode.

Freeze

Generates output with column titles that freeze (remain in view) when you scroll through pages of the report output. This option is unavailable for charts in Document mode, and is disabled for reports in Document mode.

Pages On Demand

Provides access to two distinct features depending upon the output type that you have selected. This option is available for reports in Document mode.

Features Group

Title Popup

Displays pop-up titles when the mouse pointer hovers over a column title in the report output. When working with reports in Document mode, this option is disabled.

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

This option is disabled in Document mode.

Insight

This option is disabled in Document mode.

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, enabling you to set filtering options. Filter options include Where, Where Total, the And conjunction, and the Or conjunctions in a single expression.

Display Group

Missing Data

Includes options for how to display missing values in charts.

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.

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.

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

Provides access to the Edit Slicers dialog box. For more information, see Using 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

Provides access to the Edit Slicers dialog box, where you can modify record limit settings. For more information, see Using 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.

Page Setup Group

Margins

This option is disabled in Document mode.

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 or chart. 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.

Size & Arrange Group

Height

Sets the height of the selected document component.

Width

Sets the width of the selected document component.

Auto Overflow

Automatically expands the query area to show all data.

Aspect Ratio

Lock the height and width aspect ratio.

AutoFit

In Document mode, this option is disabled.

Align

Opens a drop-down menu of available alignment options, when two or more document components are selected.

Relative Position

Positions the top-left corner of the lower component, to the bottom-left corner of the higher component, when two or more document components are selected.

Size and Arrange

Opens the Size and Position dialog box where you can set size and position options for the object in your document.

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 Column

When working with a report component, this option automatically compresses the columns in the report to the width of the widest data instance. Autofit Column is selected, by default.

Design Group

Query (Design view)

This option is unavailable in Document mode.

Live Preview (Design view)

This option is unavailable in Document mode.

Document

Enables Document mode by default.

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.

Ruler

Displays a ruler above the canvas and to the left of the canvas for a document.

Grid

Displays a grid as a visual aid for aligning objects in a document.

Relationships

Shows the relative positioning relationship among objects.

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. When working with the new field container syntax, this option is unavailable.

Areas 1x4

Displays data in a one column by four-row grid. When working with the new field container syntax, this option is unavailable.

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 report or chart to which you can switch.

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 or chart.

Include

Restores a filter that was previously excluded from a report or chart.

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.

Down

Sorts the selected field in descending order.

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.

Group

Opens the Create a Group dialog box where you can create a group to combine values together.

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.

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.

Line Break

Inserts a line in the report output when the primary sort field changes.

Subtotal

Inserts a line, total text (TOTAL FIELD Value), and subtotals for all numeric fields when the primary sort field changes.

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.

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.

Style Group

Note: The options in this group are only available for reports in Document mode.

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 visual.

Justify Center

Aligns the text to the center of the visual.

Justify Right

Aligns the text to the right of the visual.

Background Color

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

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

Note: The options in this group are only available for reports in Document mode.

Change currency options

Changes the currency options for the selected field.

Percent

Specifies the value of the field as a percentage.

Comma

Specifies the use of commas for the selected field.

Increase Decimal Places

Increases the number of decimal places that display for the selected field.

Decrease Decimal Places

Decreases the number of decimal places that display for the selected field.

Display Group

Hide Field

Allows you to hide a selected field.

Hide Missing

Allows you to hide fields that have no value.

Aggregation

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.

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.

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.

Column(s)

Allows you to indicate the number of columns in which you wish to display multiple graphs. The value can be between 1 and 512. The default is 1. This option is also available from the Query Design pane shortcut menu for a Multi-graph component.

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. This option is disabled in Document mode.

Select Group

Series drop-down list

Lists the available series in the current chart.

Style Group

Style

Opens the Format Series dialog box, where you can edit the styling options for the selected series. You can also open this dialog box by right-clicking a series, and then clicking More Style Options.

Properties Group

Data Labels

Adds data labels to the chart. The drop-down menu contains the following data position options for selecting where to display data values as labels on a chart: Above (default), On top edge, Below top edge, Center, and Base. If you are working with a Pie chart, the options are: On Slice, Outside Slice, and Outside with feeler lines.

Clicking More Data Label Options opens the Format Labels dialog box, where you can further edit your data labels.

Trendline

Opens a drop-down menu that provides options for adding a trendline to a chart.

Equation

Displays the associated mathematical equation for a trendline on a chart.

Line Group

Smooth Line

Draws the chart using smooth lines.

The smooth line option is not available in InfoAssist Basic.

Connect Lines

Controls the display of connecting lines between markers on a line or scatter chart. By default, lines are connected on a line chart and disconnected on a scatter chart.

Marker

Opens a drop-down menu from which you can select options to change the display of the default data and legend markers on line and scatter chart types. For more information, see How to Change the Appearance of a Marker.

The marker option is not available in InfoAssist Basic.

Pie group

Note: The following options are only enabled when you are working with a pie chart.

Expand

Expands pie slices.

Hide

Hides pie slices.