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Customizing Data Presentation

Overview

The following sections describe the controls used to customize how data is presented.

Formula

Allows you to add a custom column to the grid that is based on a formula.  The Column Name is specified in the Name field and the Formula is specified in the Formula field.  Use the "Insert a column" dropdown along with the "Insert" button to add columns to the formula.  The "Data Type" and "Display Format" are used to control how the data is presented.  Additional information on supported formula is available on the Formula Help page.

AnalyticsGridFormula.png

Filter

Allows you to filter the data visible in the grid.

AnalyticGridsFilter.png

Add Chart

 

Allows you to add charts to the grid page.  Once you select a chart type, you are prompted for the data elements to include.  Charts are added below the table by default, but can be moved to the top.

AnalyticsGridAddChart.png

Add Crosstab

Allows you to add a cross tabulation, or pivot, table to the page. Crosstab tables are always positioned below the grids.

AnalyticsGridAddCrosstab.png

Table AnalyticGear.png

The Layout configuration panel allows you to show and hide columns on grid.  The column order is changed by dragging the column headers.  You do not open the Layout Panel to change column order.

Columns

AnalyticsLayout.png

Sort

Allows you change how the data is sorted in the grid.

AnalyticsSort.png

Group

Allows you to control how the grid data is grouped. 

AnalyticGridsGroup.png

Aggregate

Allows you aggregate the grouped data. The Aggregate functions available are: Sum, Average, Standard Deviation, Count, Distinct Count, Minimum, Maximum.

AnalyticGridsAggregate.png

Paging

Allows you to enable/disable paging and determine the number of rows on a page.  Paging is enabled by default and the default rows per page is 20.

AnalyticGridsPaging.png

 

First Step

Begin by ...

Second Step

Then continue with ...

What's Next

This is what was achieved and what was omitted in this how-to.

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