Data and Filters

Report Creator offers a variety of data manipulation features:

  • Add Data Source fields
  • Add New fields
  • Filter data
  • Use Auto-Prompt (with Autoprompt, users can enter their own filter values.)

When creating a new template with one of the two launch buttons, not only is a 500-record sample data set pulled, but a Master File is used to determine which fields from the data are available.

The Master File also determines the field names and other information displayed in the Data Pane.

All source fields are listed in the Data Pane of the Resources Panel.

  1. Drag and drop, double-click, or right-click data source fields in the Data pane to add them to a Query field container or Filter area of the Query Design pane.
  2. After adding data source fields to a Query field container, change the order of the fields by dragging and dropping one field above or below another field.

Depending on options selected in the View tab of the Query View Group, the Query Design View can allow adding data source fields to Header and Footer text fields in the Query Design Pane .

Adding Source fields to a template

Option Description
Drag and Drop 

The method that provides the most control is drag and drop.

  • You can drag and drop data source fields from the Data pane to the desired Query field container, Filter, or Header and Footer text fields in the Query Design pane.
  • For a larger work area to drop data source fields, make sure that Query Design view is selected (View or Home tabs, Design group), which expands the Query Design pane so that it is displayed in the Results Panel. Then select Areas 2x2 or Areas 1x4 from the View tab, Query View group.
Multi-Select
  • You can multi-select data source fields to add to a report in Interactive Design, Query Design, or Document views.
  • To select multiple data source fields to add to a report, click the desired fields while holding the Ctrl key on the keyboard.
  • Drag and drop fields onto the canvas pane or add them to the Query field container.
Double-Click
  • To automatically add a field to the appropriate field container in the Query Design pane, double-click a data source field in the Data pane.
  • When you double-click a numeric measure field in the Data pane, it is automatically added to the Sum (Measure) Query field container.
  • When you double-click a dimension (non-numeric or date) field in the Data pane, it is added to the By (Row Label) Query field container for a report, or to the X Axis Query field container for a chart.
  • You cannot automatically add a field to the Across (Column Label) Query field container for a report, or to the Legend (Series) and Multi-graph Query field containers for a chart.
Right-Click

You can right-click a field in the Data pane to add it to the Filter area or a Query field container in the Query Design pane. Although most measurement fields are composed of numeric values, and most dimension fields are composed of non-numeric or date values, there can be exceptions, depending on the selected data source.

    Right-Click Options for Reports
  • Sum - For measure (numeric) fields.
  • Sort - For all types of fields.
  • Across - For dimension (non-numeric or date) fields.
  • Include as Coordinated - Only in Document view.
  • Filter - For all types of fields.
  • Slicers - (not currently available).
    Right-Click Options for Charts
  • Sum - For measure (numeric) fields.
  • Include as Category Axis - For dimension (non-numeric or date) fields.
  • Include as Legends Series - For dimension (non-numeric or date) fields.
  • Filter - For all types of fields.
  • Slicers - (not currently available).
  • Include as Coordinated - Only in Document view.