Resources panel Query Design pane

The Query Design pane contains the Filter and Query (field container) areas. It is displayed below the Data Pane, except when selected in Query Design View, which expands the size of the Query Design pane then displays in the Results Panel.

Query Field containers

Reports

Reports and charts have different field containers.

For all reports, the Query field containers in the Query Design Pane include Sum, By, and Across.

Use the Sum field container to aggregate or display numeric measurement fields. Right-click menu options:

• Sum - default
• Print - displays individual values of the measures in the report.
• Count - displays total number of individual values for each measure (based on values of the By columns, if any).
• List - Displays individual values of measurements in the report and precedes each value with a consecutive, running number. The number resets to 1 when the value of the first By column changes.

Use the By field container to produce row labels in the output so dimension fields are sorted vertically. Dimension fields are normally non-numeric or date fields.

Use the Across field container to produce column labels in the output so dimension (non-numeric or date) fields are sorted horizontally.

Charts

For most charts, Query field containers in the Query Design pane include Measure (Sum), X Axis, Legend (Series), and Coordinated. More complex charts that require additional data dimensions have alternative field containers.

• Measure (Sum) - aggregate or display numeric measure field values.
• X Axis - sort dimension (non-numeric or date) fields in the chart output.
• Legend (Series) - display dimension (non-numeric or date) fields as color-coded values (lines, bars, areas, scatter plots) that match the color-coded dimension values displayed in the legend below the chart. Legend (Series) provides functionality that is similar to an Across field in a report.
• Coordinated (Compound documents only) - collectively sort and collate by a common sort group.

For pie charts, the Query field containers in the Query Design pane include Measure (Sum), Pie slices, Category, and Coordinated.

• Measure (Sum) - aggregate or display numeric measure field values in the pie.
• Pie slices - display dimension (non-numeric or date) fields as color-coded pie slices that match the color-coded dimension values. They are displayed in the legend below the chart. The Pie slices field container is the equivalent of the Legend (Series) field container used for other chart types.
• Category - sort dimension (non-numeric or date) fields in the chart output. Category is the equivalent of the X Axis field container used for other chart types.
• Coordinated (Compound documents only) - collectively sort and collate by a common sort group .

Query Design right-click options

In the Query Design pane, right-click any field and select from a list of available options.

The options vary depending on the field's Query field container and whether you are creating report or chart templates.

Reports

Field right-click behaviors for reports

Sum	By	Across
Filter Values Sort Visibility Change Title Edit Format More Delete Select More to access Data Bars, Aggregation Functions, and Traffic Light Conditions.	Filter Values Sort Break Visibility Change Title More Delete. Select More to access Traffic Light Conditions.	Filter Values Sort Break Visibility Change Title Delete

Charts

Field right-click behaviors for charts

Measure field (Sum)	X Axis or Legend field (Series)	Coordinated field (compound documents only)
Filter Values Visibility Change Title More Delete Select More to access Aggregation Functions and Traffic Light Conditions.	Filter Values Sort Visibility Change Title Delete	Displays all options except Change Title

The right-click behavior for a field is based on the container in which the field is located. All right-click options available in the Query Design pane are also available in The Field Tab.

Right-click options in Query design for a selected field

Option	Description
Aggregation Functions	Provides a menu for selecting options to assign an aggregation type value to a selected numeric field in a report.
Change Title	Opens the Edit Title dialog, where you can change the title of the selected field by typing the new title in the Enter Title field.
Data Bars	Provides a menu for enabling the data bar representation functionality. Selecting On 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.
Delete	Deletes the selected field.
Edit Format	Opens the Field Format Options dialog, where you can edit the field type and display options.
Filter Values	Opens the Filter dialog for creating WHERE statements, which enable you to select only the data that you want and to exclude all unwanted data.
Limit	Provides a menu for specifying the number of unique values displayed for a sort group that has been added.
Page Break	Provides a menu for enabling page break functionality. Selecting On starts a new page in the report output when the primary sort field changes.
Prompt for Values	Opens the Filter dialog for creating an auto prompting parameter that can be selected when a report is run.
Rank	If a BY field is selected, inserts a rank column immediately to the left. If a Measure is selected, copies the field as a BY field and adds a rank column to the left of it. Ranking a Measure results in two copies of the field, the original Measure and the BY field that is created during ranking.
Sort	Provides a menu for selecting sorting options.
Subtotal	Provides a menu for enabling subtotal functionality. Selecting On inserts a line, descriptive text, and subtotal values in the report output for all numeric fields when the primary sort field changes.
Traffic Light Conditions	Opens the Traffic Light Condition dialog, where you can add new conditional styles or modify existing conditional styles by applying traffic light (and other) colors to a selected field in the report output when the field meets specified criteria.
Visibility	Provides a menu for controlling the visibility of the selected field. Selecting Hide removes the selected field from the report output. Selecting Show (the default) displays the selected field in the report output.