In this activity you complete the following four tasks:
1. Create an Ad Hoc view with several columns
2. Explore Ad Hoc features
3. Save as a view and a report
4. Interact with the saved view and report
Begin by accessing the Ad Hoc Data Chooser window.
Point to the Create menu.
In the Data Chooser window, select the demo for adhoc Topic (it may be selected by default).
Click the Table button to open the Ad Hoc Editor in table view mode.
Now, add fields to the view.
Double-click to move the Name field to the Columns box of the Layout Band.
Now, click the drop-down to open it.
Now, return to Sample Data view.
Click to open the drop-down.
Next, click the Hide Filters button to collapse the panel and provide a larger canvas area.
After reviewing the list of Topics, click the Cancel button to return to the Ad Hoc Editor.
Now, continue building the view.
Double-click the City field to add it to the right of Shipping charge.
Double-click Spacer at the bottom of the Measures panel to add it to the view.
Right-click on the Spacer column to display the context menu.
Next, double-click the Postal code field to add it to the view.
You can undo and redo changes.
Click the Undo button to cancel the most-recent action and return the Postal code column to the view.
Click the Display Filters button to bring the Filters panel back into view.
Click the Save Ad Hoc View and Create Report menu item to open the Save window.
In the Save window, enter Ad Hoc Shipping Report into the Report Name field.
Click the Save button to store the view and the report in the Reports folder.
The search results appear.
Click the title of Ad Hoc Shipping View to see the view.
The Data Chooser window appears.
Topics is the first tab. A Topic is a collection of database fields with which Ad Hoc users create views.
The Ad Hoc Editor appears.
A view is designed in the center canvas area and displays a column of data for each field added to the view.
Each country name now appears as a group heading. Grouping orders a report’s records in a meaningful way.
Example: A report displays information on many states in the country. Rather than present this data randomly, it is more meaningful to present the records ordered by state.
Select the Change Source menu item to open the Data Chooser window.
Select the Move Left menu item to place the spacer between Shipping charge and City.
The view appears in the Ad Hoc Editor.
The Data Selection panel displays a list of the fields and measures this Topic makes available for views. Choosing a different Topic makes other fields and measures available.
The full dataset is returned and the view displays additional rows.
Note: The appearance of the scroll bar indicates that many more records now appear in the view.
Best Practice: When designing a view, use the sample data to avoid performance issues.
The spacer improves the view's appearance.
To add a field to the view, double-click the field name in the Data Selection panel, or right-click the field name and select the appropriate action to add the field to a box in the Layout Band.
Since a view displays fields from only one Topic, selecting the correct Topic in the Data Chooser window is important.
The Data Chooser menu allows users to return to the Data Chooser window and switch Topics when necessary.
Important: If not saved, the existing view will be lost when the source is changed.
The view displays the default fifteen records.
Click the Ad Hoc View menu item to access the data chooser window.
Note: You can use the Ad Hoc View Create button from the home page to access the Data Chooser window as well.
Next, explore Ad Hoc features.
Double-click the Country field to add it to the Groups box of the Layout Band.
Alternatively, right-click and select Add as Group from the context menu.
Sometimes columns are found to be unnecessary or redundant.
Right-click the Postal code column to display the context menu.
The Postal code field is added as the right-most column in the view.
Enter the (optional) description company shipping charges.
Lastly, make sure both the view and the report are accessible.
Enter the word Shipping into the search field.
The City column appears in the view.
The Postal Code column reappears.
Double-click the Shipping charge measure to add it to the view.
To reduce query time when developing views, the Ad Hoc Editor displays Sample Data of fifteen records.
To see the view's entire dataset, select Full Data from the drop-down. It may take a moment for the query to return all the records, as some datasets are quite large.
Click the Remove from Table menu item to delete this column.
Next, save the configuration as a view and a report.
Point to the Save button to view the menu options.
Measures are fields that contain numeric values. They appear in their own section of the Data Selection panel.
A field and measure have been added as columns.
Task 1: Create a view with several columns, is complete.
Click to expand the Organization folder.
Click the Reports folder to select it.
From the search results, click the Ad Hoc Shipping Report link.
The report appears. Users click pagination buttons to move through its pages.
Next, hide the Layout Band.
Point to the Properties menu.
Click the Hide Layout Band menu item.
The Layout Band is hidden.
Next, view the report. For the purpose of training, the search results page is displayed for you.
Users interact with the report in a very dynamic and intuitive way, as described in the Personalizing Reports through Interactivity module.
Task 4: Interact with the saved view and report, is complete.
Numeric data like a shipping charge is generally right-adjusted in its column. To provide some space between numeric data and the column to its immediate right, insert a Spacer column between them.
Task 2: Explore Ad Hoc features, is complete.
Task 3: Save as a view and report, is complete.
Country is added to the Groups box.
The Filters panel is collapsed.
A spacer is represented in the view by a diamond icon at the top of its column. This spacer needs to be moved one column to the left.
Display column totals.
Point to the Grid Detail Selector.
Select the second menu item to display only totals, or the third menu item to display detail rows and totals.
Return to details view.
Point again to the Grid Detail Selector.
Click the Detailed Data list item.
The view displays only the total number of records (15) and total shipping charges.
As you scroll through the records of the report, the column headings float in place so they are always visible.
You completed the following four tasks:
- Create an Ad Hoc view with several columns
- Explore Ad Hoc features
- Save as a view and a report
- Interact with the saved view and report
nter Ad Hoc Shipping Report into the Report Name field.
company shipping charges.