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Table Wizard

This wizard helps you to change data of a table. It is displayed when you do one of the following:

The following are details about options in the dialog:

Table Title

Specifies a title for the table.

Font button

Specifies the font properties of the table title.

Data Source

Displays the business view that has been used in the table.

Filter

Opens the Query Filter dialog to specify the filter which you want to apply to the selected business view.

OK

Applies the changes and closes the wizard.

Cancel

Does not retain changes and closes this wizard.

Help button

Displays the help document about this feature.

Close button

Ignores the setting and closes this dialog.

The tabs are different according to the following table types:

For Group Left, Group Above and Group Left Above

When the table is one of the group types, the wizard contains these tabs:

Details

Specifies the fields that you want to display in the table.

Table Wizard - Details

Resources

Displays all the view elements in the selected business view.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.

Add Item button

Adds the selected view element to be displayed in the table.

Remove Item button

Removes the selected view element.

Field

Lists the view elements that have been added to the table.

Label

Specifies the display names of the selected fields.

Move Up button

Moves the selected view element one step up.

Move Down button

Moves the selected view element one step down.

Sort Fields By

Opens the Custom Sort dialog to specify how to sort data in the table.

Group

Specifies the fields to group the data.

Table Wizard - Group

Resources

Displays all the available group objects Group Object you can use to group the data in the table.

Sort button

Sorts the group objects in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the quick search toolbar to search for group objects. For the usage of the toolbar click here.

Add Item button

Adds the selected group object as a group field.

Remove Item button

Removes the selected group object.

Field

Lists all the group objects that have been added as the group fields.

Sort

Specifies the sort order for groups at the specific group level.

Move Up button

Moves the selected group one step up.

Move Down button

Moves the selected group one step down.

Summary

Specifies the fields on which to create summaries.

Table Wizard - Summary

Resources

Displays all the available aggregation objects Aggregation Objects you can use to create summaries in the table.

Sort button

Sorts the aggregation objects in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the quick search toolbar to search for aggregation objects. For the usage of the toolbar click here.

Add Item button

Adds the selected aggregation object as the summary field.

Remove Item button

Removes the selected aggregation object.

Field

Lists the groups that have been added in the table and the aggregation objects added to summarize data in each group.

Row

Specifies to put the summary field in the header or footer row. If the summary is calculated on a group-by field, it will be put in the group header or footer row of the corresponding group; if the summary is calculated on the whole dataset, it will be put in the table header or footer row. Available only when the table is Group Left type.

Column

Specifies to put the summary field in the specified detail column. If no column is selected, the summary field will be displayed in a separate summary column. Available only when the table is Group Left type.

Move Up button

Moves the selected aggregation object one step up.

Move Down button

Moves the selected aggregation object one step down.

For Summary Table

The wizard contains these tabs:

Columns

Specifies the group and aggregation objects to be displayed as the columns of the table.

Table Wizard - Summary Table - Columns

Resources

Displays all the group and aggregation objects in the selected business view.

Sort button

Sorts the view elements in the specified order from the drop-down list. Once a user changes the order, it will be applied to all the resource trees where business view elements are listed for this user.

Search button

Launches the quick search toolbar to search for view elements. For the usage of the toolbar click here.

Add Item button

Adds the selected view element to be displayed in the table.

Remove Item button

Removes the selected view element.

Column

Lists the view elements that have been added to the table.

Sort

Specifies the sort order for groups at the specific group level.

Move Up button

Moves the selected view element one step up.

Move Down button

Moves the selected view element one step down.

Summary

Specifies to insert aggregations to the header/footer rows of the table and groups.

Table Wizard - Summary Table - Summary

Resources

Displays the aggregations selected in the Columns tab.

Summarized Fields

Displays the group fields selected in the Columns tab under the Table node.

Header

Represents the table header or the group header of a specific group. After an aggregation is selected in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding header rows.

Footer

Represents the table footer or the group footer of a specific group. After an aggregation is selected in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding footer rows.

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