Creating Ad Hoc Views and Reports from Topics Activity

 

 

 

Step

Action

1. 

Begin by accessing the Ad Hoc Data Chooser window.

 

Point to the Create menu.

2. 

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.

3. 

Note: 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.

4. 

In the Data Chooser window, select the demo for adhoc Topic (it may be selected by default).

5. 

Click the Table button to open the Ad Hoc Editor in table view mode.

6. 

Note: 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.

7. 

Note: 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.

8. 

Note: Measures are fields that contain numeric values. They appear in their own section of the Data Selection panel.

9. 

Note: 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.

10. 

Now, add fields to the view.

 

Double-click to move the Name field to the Columns box of the Layout Band.

11. 

Down in the Measures panel, double-click Shipping charge to add it to the view.

12. 

Note: A field and measure have been added as columns.

 

Task 1: Create a view with several columns, is complete.

13. 

Next, explore Ad Hoc features.

 

In the Fields panel, right-click on Country and select Add as Group to add it to the Groups box of the Layout Band.

14. 

Note: Country is added to the Groups box.

15. 

Note: 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.

16. 

Note: 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 at the right end of the menu bar. It may take a moment for the query to return all the records, as some datasets are quite large.

17. 

Now, click that drop-down to open it.

18. 

Click the Full Data list item.

19. 

Note: 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.

20. 

Now, return to Sample Data view.

 

Click to open the drop-down.

21. 

Click the Sample Data list item.

22. 

Note: The view displays the default fifteen records.

23. 

Next, if the Filters panel is displayed, click the Hide Filters button at the left of the label in the Filters panel to collapse the panel and provide a larger canvas area.

24. 

Note: The Filters panel is collapsed.

25. 

Note: Since a view displays fields from only one Topic, selecting the correct Topic in the Data Chooser window is important.

 

The Data Chooser menu in the upper-right corner of the Fields panel 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.

26. 

Point to the Data Chooser menu.

27. 

Select the Change Source menu item to open the Data Chooser window.

28. 

After reviewing the list of Topics, click the Cancel button to return to the Ad Hoc Editor.

29. 

Display column totals.

 

Point to the Grid Detail Selector, the small gear icon beneath the Layout Band.

30. 

Select the second menu item to display only totals, or the third menu item to display detail rows and totals.

 

Click the Totals Data list item.

31. 

Note: The view displays only the total number of records (15) and total shipping charges.

32. 

Return to details view.

 

Point again to the Grid Detail Selector.

33. 

Click the Detailed Data list item.

34. 

Now, continue building the view.

 

Double-click the City field to add it to the right of Shipping charge.

35. 

Note: The City column appears in the view.

36. 

Note: 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.

37. 

Double-click Spacer at the bottom of the Measures panel to add it to the view.

38. 

Note: 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.

39. 

Right-click on the Spacer column to display the context menu.

40. 

Select the Move Left menu item to place the spacer between Shipping charge and City.

41. 

Note: The spacer improves the view's appearance.

42. 

Next, double-click the Postal code field to add it to the view.

43. 

Note: The Postal code field is added as the right-most column in the view.

44. 

Sometimes columns are found to be unnecessary or redundant.

 

Right-click the Postal code column to display the context menu.

45. 

Click the Remove from Table menu item to delete this column.

46. 

You can undo and redo changes.

 

Click the Undo button, the fourth button in the menu bar, to cancel the most-recent action and return the Postal code column to the view.

47. 

Note: The Postal Code column reappears.

48. 

Click the Display Filters button, at the top of the collapsed Filters panel, to bring the Filters panel back into view.

49. 

Note: Task 2: Explore Ad Hoc features, is complete.

50. 

Next, save the configuration as a view and a report.

 

Point to the Save button near the left end of the menu bar to view the menu options.

51. 

joeuser does not have permission to save to the current folder where this sample report lives.

 

To prepare for the next step, first click the Save Ad Hoc Report As... menu item and save the report to Organization/Reports.

52. 

Point to the Save button again and click the Save Ad Hoc View and Create Report menu item to open the Save window.

53. 

In the Save window, enter Ad Hoc Shipping Report into the Report Name field.

54. 

Enter the (optional) description company shipping charges.

55. 

Click to expand the Organization folder towards the middle of the window.

56. 

Click the Reports folder to select it.

57. 

Click the Save button to store the view and the report in the Reports folder.

58. 

Note: Task 3: Save as a view and report, is complete.

59. 

Lastly, make sure both the view and the report are accessible.

 

Enter the word Shipping into the search field at the upper right.

60. 

Click the Search button.

61. 

The search results appear.

 

Click the title of Ad Hoc Shipping View to see the view.

62. 

Note: The view appears in the Ad Hoc Editor.

63. 

Next, hide the Layout Band.

 

Point to the Properties menu, the menu bar menu with three dots and a checkmark.

64. 

Click the Hide Layout Band menu item.

65. 

Note: The Layout Band is hidden.

 

Next, view the report. Enter "Ad Hoc Shipping" into the search field and click the search button.

66. 

From the search results, click the Ad Hoc Shipping Report link.

67. 

Note: The report appears. Users click pagination buttons at the upper left to move through its pages.

68. 

Note: As you scroll through the records of the report, the column headings float in place so they are always visible.

69. 

Note: 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.

70. 

Congratulations!

 

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

End of Procedure.