Ribbon Command Reference

Destination Group

InfoMini

Enables the creation of an InfoMini application. For more information on using InfoMini, see Understanding and Building InfoMini Applications.

Chart

Switches to Chart mode. Converts a report to a chart using the fields specified in the report.

Report

Indicates that you are in Report mode.

File

Creates a data file from a report.

Navigation Group

Table

Generates standard browser output. This is the default.

Table of Contents

Generates output by displaying a table of contents icon in the upper-left corner where report output typically appears. Clicking Table of Contents opens a menu that enables you to select (view) individual values of the first Sort By (By) field, one value at a time.

You can also select options to view the entire report or remove the table of contents.

Freeze

Generates output with column titles that freeze (remain in view) when you scroll through pages of the report output.

Pages On Demand

Provides access to two distinct features, depending upon the output type that you have selected.

Features Group

Title Popup

Displays pop-up titles when the mouse pointer hovers over a column title in the report output.

Accordion

Creates expandable views of data for each vertical sort field. This option displays data values only for the first vertical sort field when you first view the output. You can manually expand your view to expose the data values of lower-level sort fields.

Repeat Sort Value

Displays all repeated sort values instead of blanks in the output after the first instance of a new sort value, which is the default behavior.

Stack Measures

Displays all numeric measure field names in a column of the report output with the corresponding numeric data values.

active report Options

Opens the active report options dialog box where you can configure your active report options such as menu items, graph engine, and colors. For more information, see Creating Active Technologies Components With InfoAssist+.

Accessibility

Allows a title to be added to a report, chart, or document that is Section 508-compliant.

Run with Group

Auto Drill

Enables you to navigate through different levels within the dimension hierarchy of your data source. Click Auto Drill to enable the functionality. For more information, see Using Auto Drill.

Auto Linking Group

Enable Auto Linking

Enables auto linking. For more information, see Using the Auto Linking Feature to Link Content.

Auto Link Target

Sets procedure as an available target for auto linking.

Calculation Group

Detail (Define)

Opens the Detail Field (DEFINE) dialog box, where you can create a defined field, type a name for the field, and enter a format. A Define field is an optional attribute used to create a virtual field for reporting. You can derive the virtual field value from information already in the data source (that is, from permanent fields).

Summary (Compute)

Opens the Summary Field (COMPUTE) dialog box, where you can create a computed field, type a name for the field, and enter a format.

Join Group

Join

Opens the Join dialog box, where you can create a new join, edit or delete existing joins, and add data sources to a join.

Filter Group

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Display Group

Missing Data

This option is disabled for reports.

Data Source Group

Add

Opens the Open dialog box, where you can add additional data sources to a document, enabling you to insert reports from different data sources into the same document. This option is activated when you add a HOLD file. This option is unavailable, by default.

Switch

Opens a drop-down list of all the data sources that have been added. You can choose which data source is currently active and being used to create new reports. This option is activated when you add a HOLD file. This option is unavailable, by default.

Options Group

New Group

Creates a new group of similar slicers.

Clear Slicers

Resets all slicers so that no filtering is done.

Update Preview

Applies slicers to preview.

Options

Opens the Edit Slicers dialog box to the General tab, where you can set general options for your slicers.

Record Limit Group

Preview

Sets the number of records retrieved from the data source for preview.

Run Time

Sets the number of records retrieved at run time.

Record Limit

Opens the Edit Slicers dialog box to the Record Limit tab, where you can set record limits for your slicers.

Group Number Group

Group n

Contains a group for each Slicer group that is added. Group 1 is the default slicer group to which you can drag fields to create slicers. To access slicer group options, click Group n to open the Edit Slicers dialog box where you can rename the slicer group and modify the order of the slicers in the group.

Page Setup Group

Margins

Enables you to set margin values by choosing Normal (1 inch all around), Narrow (.5 inch all around), Moderate (.5 inch left or right), Wide (1.5 inch left or right), or Custom. Choosing Custom opens the Margins dialog box, where you can set specific margins as needed.

Orientation

Enables you to set the orientation of your report to portrait or landscape.

Size

Enables you to select the size of the paper for printing output. You can choose A3, A4, A5, Letter, Tabloid, Legal, PowerPoint, or Large Size (34 x 44 Inches).

Units

Enables you to select the unit of measurement used for customizing the dimension fields of your report. You can choose Inches, Centimeters, or Points.

Page Numbers

Enables you to select page numbering options. You can choose one of the following:

• No Lead (no space for headers)
• On (page numbers only in headers)
• Off (space for headers, but no page numbering)

The Page Numbers value is overridden by header and footer text options.

Report Group

Cell Padding

Opens the Cell Padding dialog box, where you can set specific values to control the amount of space inserted between rows and columns in a report. For more information, see How to Use Cell Padding in a Report.

AutoFit

Limits the width of columns in a report to be no wider than the largest value in each column. AutoFit Column is selected, by default.

Design Group

Query (Design view)

Displays the Data, Query, and Filter panes across the entire canvas, eliminating Live Preview. This view provides a larger work area for creating the report.

Live Preview (Design view)

Displays the report on the canvas as you create the report. You can use the Live Preview to add, remove, and arrange fields, as well as style the report.

Document (Design view)

Converts a report into a document. Opens the document on canvas, which you can use to add text, images, lines, reports, and charts to create documents.

Show/Hide Group

Resources

Minimizes the Resources panel and expands the size of the canvas to also occupy the area where the Resources panel typically appears. The canvas can display a preview of a report, output of a report, or the Query Design pane.

Data Panel Group

Logical

Displays the data source fields by type. This is the default view. The Logical view options include Title, Description, Field, and Alias.

List

Displays the data source fields in a tabular list format. This list contains a header row. You can sort fields differently by clicking a column header. The List view options include Title, Description, Field, Alias, Format, Segment, Filename, and Reference.

Structured

Displays the hierarchical structure of the data source files. The Structured view options include Title, Description, Field, and Alias.

Query Panel Group

Areas 2x2

Displays data in a two column by two-row grid.

Areas 1x4

Displays data in a one column by four-row grid.

Tree

Displays data in a tree. This is the default.

Output Window Group

Arrange

Opens a drop-down menu where you can choose how to display multiple output windows. The options are Cascade, Tile Horizontally, and Tile Vertically.

Output Location

Opens a drop-down menu where you can choose how to direct new output. The options are Single tab (default), New Tab, Single Window, and New Window.

Switch Output

Opens a drop-down menu for choosing to view any active output window.

Report Group

Switch Report

Lists any active reports, charts, documents, and visuals to which you can switch.

Filter Group

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Exclude

Removes, but does not delete, the filter from the report.

Include

Restores a filter that was previously excluded from a report.

Prompt

Opens the Create a filtering condition dialog box for creating an auto prompting parameter that you can select when you run a report. The Create a filtering condition dialog box is used to create both filters and auto prompting parameters. The following prompt options are available when Parameter is selected from the Type drop-down menu:

• Simple. This is used for prompts using Text Input. This is the default value.
• Static. This is used for prompts using Selection. This option allows you to select multiple values at run time.
• Dynamic. This is used for prompts using Data Values. This option allows you to select multiple values at run time.
• Optional. This is used for prompts using Single or Multiselect parameters.

Sort Group

Up

Sorts the selected field in ascending order. This option is activated when you click on a measure or dimension.

Down

Sorts the selected field in descending order. This option is activated when you click on a measure or dimension.

Rank

Inserts a rank column immediately to the left of the report if a Sort By field is selected. It also adds a rank column to the left of the Sort By field if a Measure field is selected. Ranking a Measure field results in two copies of the field, the original Measure field, and the Sort By field that is created during ranking. This option is activated when you click on a measure or dimension.

Group

Opens the Create a Group dialog box where you can create a group to combine values together. This option is activated when you click on a dimension.

Limit

Opens a drop-down menu that allows you to specify the number of unique values to display for a sort group that has been added. This option is activated when you click on a measure or dimension.

Break Group

Page Break

Starts a new page when the primary sort field changes. Clicking the drop-down icon enables you to select Reset Page Numbers, which allows you to reset page numbers on a page break to start at 1. This option is activated when you click on a dimension.

Line Break

Inserts a line in the report output when the primary sort field changes. This option is activated when you click on a dimension.

Subtotal

Inserts a line, total text (TOTAL FIELD Value), and subtotals for all numeric fields when the primary sort field changes. This option is activated when you click on a dimension.

Sub Header

Opens a dialog box where you can type text to add a subheading just below the column titles in the report output when the primary sort field changes. This option is activated when you click on a dimension.

Sub Footer

Opens a dialog box where you can type text to add a subfooting at the end of the data on each page of the report output when the primary sort field changes. This option is activated when you click on a dimension.

Style Group

Font

Opens the Font list, which you can use to change the font.

Font Size

Opens the Font Size list, which you can use to change the numeric value for the font size.

Font Color

Opens the Color dialog box, where you can select the font color.

Style Reset

Resets all settings to the default settings from the template.

Bold

Applies bold font formatting to the selected text.

Italic

Applies italic font formatting to the selected text.

Underline

Underlines the selected text.

Justify Left

Aligns the text to the left of the report.

Justify Center

Aligns the text to the center of the report.

Justify Right

Aligns the text to the right of the report.

Background Color

Opens the Color dialog box, where you can select the background color for the report.

Data Style

Styles only the data for the selected data source field.

Title Style

Styles only the column title for the selected data source field.

Data + Title

Styles both the data and the column title for the selected data source field.

Format Group

Decimal

The default value for the data format of the selected measure is Decimal. Use the drop-down menu to select Alphanumeric, Integer, or More options to open the Field Format Options dialog box.

Change currency options

Changes the currency options for the selected field. This option is activated when you click on a measure.

Percent

Specifies the value of the field as a percentage. This option is activated when you click on a measure.

Comma

Specifies the use of commas for the selected field. This option is activated when you click on a measure.

Increase Decimal Places

Increases the number of decimal places that display for the selected field. This option is activated when you click on a measure.

Decrease Decimal Places

Decreases the number of decimal places that display for the selected field. This option is activated when you click on a measure.

Display Group

Hide Field

Allows you to hide a selected field.

Hide Missing

Allows you to hide fields that have no value.

Aggregation

Enables you to apply an aggregation function to a field in a report. Opens a drop-down menu of the following options: None (default), Sum, Average, Count, Count Distinct, Percent of Count, First Value, Last Value, Maximum, Minimum, Total, Percent, Row Percent, Median, Average Square.

Traffic Lights

Opens the Traffic Light Condition dialog box. From this dialog box, you can add new conditional styling by applying traffic light (and other) colors to a selected field in the output when the field meets specified criteria, modify existing conditional styling, and enable conditional drill-down.

Data Bars

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.

Within

Allows you to use specific aggregation tasks at different report levels. You can use the Within phrase to manipulate display field values as they are aggregated within a sort group rather than a report column.

Column(s)

This option is disabled for reports.

Links Group

Drill Down

Opens the Drill Down dialog box, where you can configure a hyperlink or a drill-down procedure for the selected field. Clicking that field in the report output, at run time, redirects you to the URL you specified or executes the indicated procedure.

Destination Group

InfoMini

Enables the creation of an InfoMini application. For more information on using InfoMini, see Understanding and Building InfoMini Applications.

Chart

Indicates that you are in Chart mode.

Report

Switches to Report mode. Converts a chart to a report using the fields specified in the chart.

File

Creates an image file from a chart. This option is disabled by default and is only enabled for HTML format.

Chart Types Group

Bar

Changes the chart type to a bar chart.

Pie

Changes the chart type to a pie chart.

Line

Changes the chart type to a line chart.

Area

Changes the chart type to an area chart.

Scatter

Changes the chart type to a scatter chart.

Choropleth

Changes the chart type to a choropleth map.

Proportional Symbol

Changes the chart type to a proportional symbol (bubble) map.

Other

Opens the Select a chart dialog box. The chart types, depicted by icons, display on the left side of the dialog box. The first chart type represents the bar chart category, which is selected by default. When a chart type is selected, the dialog box displays thumbnail images of bar chart variations that are supported.

Map Group

Background

Provides terrain options and various other geographical views. This option only displays when a map is selected as the chart type.

Demographic Layers

Allows you to apply one or more pre-defined demographic layers, which can narrow the scope of your data using these underlying layers of demographic categorization. This option only displays when a map is selected as the chart type.

Reference Layers

Enables you to define one or more reference layers, which creates borders based on your geographical selection. This option only displays when a map is selected as the chart type.

Features Group

3D Effect

Sets the three-dimensional view to on or off. The 3D Effect feature is disabled for 3D, stock, gauge, gauge thermometer, Pareto, spectral map, and funnel chart types. This is the default. This option is not available for maps.

Rotate

Toggles between a vertical display or horizontal display of a chart. For more information, see How to Rotate a Chart. The Rotate feature is disabled for pie, scatter, 3D, stock, gauge, gauge thermometer, Pareto, spectral map, and funnel chart types. This option is not available for maps.

Reference

Opens a drop-down menu that provides the Add Reference Line to Y-Axis and Add Reference Line to X-Axis options. Selecting one of these options opens the appropriate Reference Line dialog box, where you can set the specific X-axis or Y-axis value, type the text that you want, and position the reference line on a chart. For more information, see How to Display a Static Reference Line. The Reference feature is disabled for pie, 3D, stock, gauge, gauge thermometer, Pareto, spectral map, and funnel chart types. This option is not available for maps.

Annotate

Opens a drop-down menu that provides the Add an annotation option. Selecting this option opens the Annotation dialog box, where you can type the text that you want and position the annotation on a chart. For more information, see How to Display Annotations.

The annotation option is not available in HTML5. This option is not available for maps.

Grid

Opens a drop-down menu allowing you to expand options for Horizontal or Vertical Gridlines. Both selections allow you to enable or disable Major and Minor Gridlines. Clicking More Options opens the Format Grid Lines dialog box. This option is not available for maps. For more information, see Formatting Gridlines.

Frame & Background

Opens the Frame & Background dialog box where you can edit the background style and frames for charts. The dialog contains different options depending on the chart type selected. For more information, see Formatting a Frame and a Background.

Gauges

Opens the Gauge dialog box where you can edit your gauge chart. This button is only available when a gauge chart type is selected. This option is not available for maps. For more information, see How to Style a Gauge Needle.

active report Options

Opens the active report options dialog box where you can configure your active report options, such as menu items, graph engine, and colors. This button is available when the output type is set to active report. This option is not available for maps.

Accessibility

Allows a title to be added to a report, chart, or document that is Section 508 compliant. This option is only available for reports and charts when the output type is HTML, HTML5, or PDF. For documents, the output type must be set to PDF.

The chart features are unavailable when designing a chart that will be output in active report format. This option is not available for maps.

Labels Group

Axes

Opens a drop-down menu, where you can enable and rotate horizontal and vertical axis labels, and stagger horizontal axis labels. You can also edit the axis labels by clicking More Horizontal Axis Options or More Vertical Axis Options. For more information, see Format Axis Labels. This option is not available for maps.

Legend

Opens a drop-down menu, where you can select the Show Legend option to display the legend on the chart, or clear your selection to hide the legend, change the default legend position, and change the default legend orientation. For more information, see Format Legend Dialog Box.

Interactive Group

Interactive Options

Opens the Interactive Options dialog box, which enables you to specify animation and mouse over effects in your chart. This option is only available for HTML5 and active outputs. This option is not available for maps.

Run with Group

Auto Drill

Enables you to navigate through different levels within the dimension hierarchy of your data source. Click Auto Drill to enable the functionality.

Note: Auto Drill functionality requires the specification of at least one dimension sort field in the request.

For more information, see Using Auto Drill.

Insight

Enables you to activate Insight, a powerful visualization tool that allows for the interactive selection of measures and dimensions. This allows you to create dynamic charts in real-time. This feature is available in HTML5 Chart mode only. Click Insight to enable the feature, and then click Run to launch it. For more information, see Using Insight to Analyze Dynamic Charts.

Auto Linking Group

Enable Auto Linking

Enables auto linking.

Auto Link Target

Sets procedure as an available target for auto linking.

Calculation Group

Detail (Define)

Opens the Detail Field (DEFINE) dialog box, where you can create a defined field, type a name for the field, and enter a format. A Define field is an optional attribute used to create a virtual field for reporting. You can derive the virtual field value from information already in the data source (that is, from permanent fields).

Summary (Compute)

Opens the Summary Field (COMPUTE) dialog box, where you can create a computed field, type a name for the field, and enter a format.

Join Group

Join

Opens the Join dialog box, where you can create a new join, edit or delete existing joins, and add data sources to a join.

Filter Group

Filter

Opens the Filter dialog box, enabling you to set filtering options. Filter options include Where, Where Total, the And conjunction, and the Or conjunctions in a single expression.

Display Group

Missing Data

Includes options for how to display missing values in charts.

Data Source Group

Add

Opens the Open dialog box, where you can add additional data sources to a document, enabling you to insert reports from different data sources into the same document. This option is only enabled if the chart was created from a HOLD file.

Switch

Opens a drop-down list of all the data sources that have been added. You can choose which data source is currently active and being used to create new reports. This option is only enabled if the chart was created from a HOLD file.

Options Group

New Group

Creates a new group of similar slicers.

Clear Slicers

Resets all slicers so that no filtering is done.

Update Preview

Applies slicers to preview.

Options

Opens the Edit Slicers dialog box to the General tab, where you can set general options for your slicers.

Record Limit Group

Preview

Sets the number of records retrieved from the data source for preview.

Run Time

Sets the number of records retrieved at run time.

Record Limit

Opens the Edit Slicers dialog box to the Record Limit tab, where you can set record limits for your slicers.

Group Number Group

Group n

Contains a group for each Slicer group that is added. Group 1 is the default slicer group to which you can drag fields to create slicers. To access slicer group options, click Group n to open the Edit Slicers dialog box where you can rename the slicer group and modify the order of the slicers in the group.

Page Setup Group

Margins

Enables you to set margin values by choosing Normal (1 inch all around), Narrow (.5 inch all around), Moderate (.5 inch left or right), Wide (1.5 inch left or right), or Custom. Choosing Custom opens the Margins dialog box, where you can set specific margins as needed.

Orientation

Enables you to set the orientation of your report to portrait or landscape.

Size

Enables you to select the size of the paper for printing output. You can choose A3, A4, A5, Letter, Tabloid, Legal, PowerPoint, or Large Size (34 x 44 Inches).

Units

Enables you to select the unit of measurement used for customizing the dimension fields of your report or chart. You can choose Inches, Centimeters, or Points.

Page Numbers

This option is disabled for charts.

Size & Arrange Group

Height

Sets the height of the chart.

Width

Sets the width of the chart.

Auto Overflow

This option is disabled for charts.

Aspect Ratio

Lock the height and width aspect ratio. With the aspect ratio locked, changing the width automatically changes the height to keep the component to scale, and changing the height automatically changes the width.

AutoFit

Expands the chart, at design time, when additional fields are added. At run time, the chart is resized dynamically to fit into the container in which it is placed. AutoFit is enabled, by default.

Align

This option is available in Document mode only.

Relative Position

This option is available in Document mode only.

Design Group

Query (Design view)

Displays the Data, Query, and Filter panes across the entire canvas, eliminating Live Preview. This view provides a larger work area for creating the chart.

Live Preview (Design view)

Displays the chart on the canvas as you create the report. You can use the Live Preview to add, remove, and arrange fields, as well as style the chart.

Document (Design view)

Converts a chart into a document. Opens the document on canvas, which you can use to add text, images, lines, reports, and charts to create documents.

Show/Hide Group

Resources

Minimizes the Resources panel and expands the size of the canvas to also occupy the area where the Resources panel typically appears. The canvas can display a preview of a report, output of a report, or the Query Design pane.

Data Panel Group

Logical

Displays the data source fields by type. This is the default view. The Logical view options include Title, Description, Field, and Alias.

List

Displays the data source fields in a tabular list format. This list contains a header row. You can sort fields differently by clicking a column header. The List view options include Title, Description, Field, Alias, Format, Segment, Filename, and Reference.

Structured

Displays the hierarchical structure of the data source files. The Structured view options include Title, Description, Field, and Alias.

Query Panel Group

Areas 2x2

Displays data in a two column by two-row grid. This option is disabled for charts that use the new field container syntax.

Areas 1x4

Displays data in a one column by four-row grid. This option is disabled for charts that use the new field container syntax.

Tree

Displays data in a tree. This is the default.

Output Window Group

Arrange

Opens a drop-down menu where you can choose how to display multiple output windows. The options are Cascade, Tile Horizontally, and Tile Vertically.

Output Location

Opens a drop-down menu where you can choose how to direct new output. The options are Single tab (default), New Tab, Single Window, and New Window.

Switch Output

Opens a drop-down menu for choosing to view any active output window.

Report Group

Switch Report

Lists any active report or chart to which you can switch.

Filter Group

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Exclude

Removes, but does not delete, the filter from the chart.

Include

Restores a filter that was previously excluded from a chart.

Prompt

Opens the Create a filtering condition dialog box for creating an auto prompting parameter that you can select when you run a chart. The Create a filtering condition dialog box is used to create both filters and auto prompting parameters. The following prompt options are available when Parameter is selected from the Type drop-down menu:

• Simple. This is used for prompts using Text Input. This is the default value.
• Static. This is used for prompts using Selection. This option allows you to select multiple values at run time.
• Dynamic. This is used for prompts using Data Values. This option allows you to select multiple values at run time.
• Optional. This is used for prompts using Single or Multiselect parameters.

Sort Group

Up

Sorts the selected field in ascending order.

Down

Sorts the selected field in descending order.

Rank

This option is disabled for charts.

Group

Opens the Create a Group dialog box where you can create a group to combine values together. This option is enabled for dimension fields only.

Limit

Opens a drop-down menu that allows you to specify the number of unique values to display for a sort group that has been added.

Format Group

Note: These options are disabled for charts.

Display Group

Hide Field

Allows you to hide a selected field.

Hide Missing

Allows you to hide fields that have no value. This option is disabled for charts.

Aggregation

Opens a drop-down menu of the following options: None (default), Sum, Average, Count, Count Distinct, Percent of Count, First Value, Last Value, Maximum, Minimum, Total, Percent, Row Percent, Median, Average Square. This option is only available for measure fields or dimensions (alpha field only) that are in a numeric field container. Otherwise, aggregations will not display.

Traffic Lights

Opens the Traffic Light Condition dialog box. From this dialog box, you can add new conditional styling by applying traffic light (and other) colors to a selected field in the output when the field meets specified criteria, modify existing conditional styling, and enable conditional drill-down. This option is only available for measure fields.

Data Bars

This option is disabled for charts.

Within

Allows you to use specific aggregation tasks at different report levels. You can use the Within phrase to manipulate display field values as they are aggregated within a sort group rather than a report column. This option is disabled for charts.

Column(s)

Allows you to indicate the number of columns in which you wish to display multiple graphs. The value can be between 1 and 512. The default is 1. This option is also available from the Query Design pane shortcut menu for a Multi-graph component. This option is only enabled when the multi-graph field container is populated.

Links Group

Drill Down

Opens the Drill Down dialog box, where you can configure a hyperlink or a drill-down procedure for the selected field. Clicking that field in the report output, at run time, redirects you to the URL you specified or executes the indicated procedure. This option is available for measure fields only. If you are working in PDF format, this option is disabled.

Select Group

Series drop-down list

Lists the available series in the current chart.

Style Group

Style

Opens the Format Series dialog box, where you can edit the styling options for the selected series. You can also open this dialog box by right-clicking a series, and then clicking More Style Options.

Properties Group

Data Labels

Adds data labels to the chart. The drop-down menu contains the following data position options for selecting where to display data values as labels on a chart: Above (default), On top edge, Below top edge, Center, and Base. If you are working with a Pie chart, the options are: On Slice, Outside Slice, and Outside with feeler lines.

Clicking More Data Label Options opens the Format Labels dialog box, where you can further edit your data labels.

Type

Opens a drop-down menu with the following options for selecting different chart types: None (default), Bar, Line, and Area.

Note: When you make a change to the chart type using the Type button on the Series tab, changes to the chart type on the Format tab are overwritten.

Trendline

Opens a drop-down menu that provides options for adding a trendline to a chart.

Equation

Displays the associated mathematical equation for the selected trendline on the chart.

The equation is not available in HTML5.

Line Group

Smooth Line

Draws the chart using smooth lines.

Connect Lines

Controls the display of connecting lines between markers on a line or scatter chart. By default, lines are connected on a line chart and disconnected on a scatter chart.

Marker

Opens a drop-down menu from which you can select options to change the display of the default data and legend markers on line and scatter chart types. For more information, see How to Change the Appearance of a Marker.

Pie Group

Note: The following options are only enabled when you are working with a pie chart.

Expand

Expands pie slices.

Hide

Hides pie slices.

Pages Group

Page

Adds a new page to a document.

Reports Group

Report

Inserts a report placeholder on the canvas.

Chart

Inserts a chart placeholder on the canvas.

Existing Report

Opens the Open dialog box, where you can browse to the report that you want to insert in the upper-left corner of the canvas.

Objects Group

Text Box

Inserts an inline text object in the upper-left corner of the canvas.

Image

Opens the Open dialog box, where you can browse to the image that you want to insert in the upper-left corner of the canvas.

active dashboard Prompts group

Drop Down

Inserts a drop-down control placeholder in the upper-left corner of the canvas.

List

Inserts a list control placeholder in the upper-left corner of the canvas.

Checkbox

Inserts a check box control placeholder in the upper-left corner of the canvas.

Radio Button

Inserts a radio button control placeholder in the upper-left corner of the canvas.

Text

Inserts a text area control placeholder in the upper-left corner of the canvas.

Destination Group

InfoMini

Enables the creation of an InfoMini application. For more information on using InfoMini, see Building InfoMini Applications.

Report

Makes report-specific functionality available. In Document mode, if you select a report object, the Report option is enabled on the Home tab and the ribbon options change. For more information, see Ribbon Commands for Reports.

Chart

Makes chart-specific functionality available. In Document mode, if you select a chart object, the Chart option is enabled on the Home tab and the ribbon options change. For more information, see Ribbon Commands for Charts.

File

Creates a data file from a report component of a document.

Navigation Group

Table

Generates standard browser output. This is the default. This option is only available for reports in Document mode.

Table of Contents

Generates output by displaying a table of contents icon in the upper-left corner where report output typically appears. Clicking Table of Contents opens a menu that enables you to select (view) individual values of the first Sort By (By) field, one value at a time.

You can also select options to view the entire report or remove the table of contents. This option is unavailable for charts in Document mode, and is disabled for reports in Document mode.

Freeze

Generates output with column titles that freeze (remain in view) when you scroll through pages of the report output. This option is unavailable for charts in Document mode, and is disabled for reports in Document mode.

Pages On Demand

Provides access to two distinct features depending upon the output type that you have selected. This option is available for reports in Document mode.

Features Group

Title Popup

Displays pop-up titles when the mouse pointer hovers over a column title in the report output.

Accordion

Creates expandable views of data for each vertical sort field. This option displays data values only for the first vertical sort field when you first view the output. You can manually expand your view to expose the data values of lower-level sort fields.

Repeat Sort Value

Displays all repeated sort values instead of blanks in the output after the first instance of a new sort value, which is the default behavior.

Stack Measures

Displays all numeric measure field names in a column of the report output with the corresponding numeric data values.

active report Options

Opens the active report options dialog box where you can configure your active report options such as menu items, graph engine, and colors. For more information, see Creating Active Technologies Components With InfoAssist+.

Accessibility

Allows a title to be added to a report, chart, or document that is Section 508-compliant.

Run with Group

Auto Drill

This option is disabled in Document mode.

Insight

This option is disabled in Document mode.

Calculation Group

Detail (Define)

Opens the Detail Field (DEFINE) dialog box, where you can create a defined field, type a name for the field, and enter a format. A Define field is an optional attribute used to create a virtual field for reporting. You can derive the virtual field value from information already in the data source (that is, from permanent fields).

Summary (Compute)

Opens the Summary Field (COMPUTE) dialog box, where you can create a computed field, type a name for the field, and enter a format.

Join Group

Join

Opens the Join dialog box, where you can create a new join, edit or delete existing joins, and add data sources to a join.

Filter Group

Filter

Opens the Filter dialog box, enabling you to set filtering options. Filter options include Where, Where Total, the And conjunction, and the Or conjunctions in a single expression.

Display Group

Missing Data

Includes options for how to display missing values in charts.

Data Source Group

Add

Opens the Open dialog box, where you can add additional data sources to a document, enabling you to insert reports from different data sources into the same document.

Switch

Opens a drop-down list of all the data sources that have been added. You can choose which data source is currently active and being used to create new reports.

Options Group

New Group

Creates a new group of similar slicers.

Clear Slicers

Resets all slicers so that no filtering is done.

Update Preview

Applies slicers to preview.

Record Limit Group

Preview

Sets the number of records retrieved from the data source for preview.

Run Time

Sets the number of records retrieved at run time.

Group Number Group

Group n

Contains a group for each Slicer group that is added. Group 1 is the default slicer group to which you can drag fields to create slicers.

Page Setup Group

Margins

This option is disabled in Document mode.

Orientation

Enables you to set the orientation of your report to portrait or landscape.

Size

Enables you to select the size of the paper for printing output. You can choose A3, A4, A5, Letter, Tabloid, Legal, PowerPoint, or Large Size (34 x 44 Inches).

Units

Enables you to select the unit of measurement used for customizing the dimension fields of your report or chart. You can choose Inches, Centimeters, or Points.

Page Numbers

Enables you to select page numbering options. You can choose one of the following:

• No Lead (no space for headers)
• On (page numbers only in headers)
• Off (space for headers, but no page numbering)

The Page Numbers value is overridden by header and footer text options.

Adaptive Dashboard

Available on for Active Documents, allows you to create responsive content within a fixed layout designed to make the dashboard easier to use while navigating on mobile devices.

Size & Arrange Group

Height

Sets the height of the selected document component.

Width

Sets the width of the selected document component.

Auto Overflow

Automatically expands the query area to show all data.

Aspect Ratio

Lock the height and width aspect ratio.

AutoFit

In Document mode, this option is disabled.

Align

Opens a drop-down menu of available alignment options, when two or more document components are selected.

Relative Position

Positions the top-left corner of the lower component, to the bottom-left corner of the higher component, when two or more document components are selected.

Size and Arrange

Opens the Size and Position dialog box where you can set size and position options for the object in your document.

Report Group

Cell Padding

Opens the Cell Padding dialog box, where you can set specific values to control the amount of space inserted between rows and columns in a report. For more information, see How to Use Cell Padding in a Report.

Autofit Column

When working with a report component, this option automatically compresses the columns in the report to the width of the widest data instance. Autofit Column is selected, by default.

Design Group

Query (Design view)

This option is unavailable in Document mode.

Live Preview (Design view)

This option is unavailable in Document mode.

Document

Enables Document mode by default.

Show/Hide Group

Resources

Minimizes the Resources panel and expands the size of the canvas to also occupy the area where the Resources panel typically appears. The canvas can display a preview of a report, output of a report, or the Query Design pane.

Ruler

Displays a ruler above the canvas and to the left of the canvas for a document.

Grid

Displays a grid as a visual aid for aligning objects in a document.

Relationships

Shows the relative positioning relationship among objects.

Data Panel Group

Logical

Displays the data source fields by type. This is the default view. The Logical view options include Title, Description, Field, and Alias.

List

Displays the data source fields in a tabular list format. This list contains a header row. You can sort fields differently by clicking a column header. The List view options include Title, Description, Field, Alias, Format, Segment, Filename, and Reference.

Structured

Displays the hierarchical structure of the data source files. The Structured view options include Title, Description, Field, and Alias.

Query Panel Group

Areas 2x2

Displays data in a two column by two-row grid. When working with the new field container syntax, this option is unavailable.

Areas 1x4

Displays data in a one column by four-row grid. When working with the new field container syntax, this option is unavailable.

Tree

Displays data in a tree. This is the default.

Output Window Group

Arrange

Opens a drop-down menu where you can choose how to display multiple output windows. The options are Cascade, Tile Horizontally, and Tile Vertically.

Output Location

Opens a drop-down menu where you can choose how to direct new output. The options are Single tab (default), New Tab, Single Window, and New Window.

Switch Output

Opens a drop-down menu for choosing to view any active output window.

Report Group

Switch Report

Lists any active report or chart to which you can switch.

Filter Group

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Exclude

Removes, but does not delete, the filter from the report or chart.

Include

Restores a filter that was previously excluded from a report or chart.

Prompt

Opens the Create a filtering condition dialog box for creating an auto prompting parameter that you can select when you run a report. The Create a filtering condition dialog box is used to create both filters and auto prompting parameters. The following prompt options are available when Parameter is selected from the Type drop-down menu:

• Simple. This is used for prompts using Text Input. This is the default value.
• Static. This is used for prompts using Selection. This option allows you to select multiple values at run time.
• Dynamic. This is used for prompts using Data Values. This option allows you to select multiple values at run time.
• Optional. This is used for prompts using Single or Multiselect parameters.

Sort Group

Up

Sorts the selected field in ascending order.

Down

Sorts the selected field in descending order.

Rank

Inserts a rank column immediately to the left of the report if a Sort By field is selected. It also adds a rank column to the left of the Sort By field if a Measure field is selected. Ranking a Measure field results in two copies of the field, the original Measure field, and the Sort By field that is created during ranking.

Group

Opens the Create a Group dialog box where you can create a group to combine values together.

Limit

Opens a drop-down menu that allows you to specify the number of unique values to display for a sort group that has been added.

Break Group

Page Break

Starts a new page when the primary sort field changes. Clicking the drop-down icon enables you to select Reset Page Numbers, which allows you to reset page numbers on a page break to start at 1.

Line Break

Inserts a line in the report output when the primary sort field changes.

Subtotal

Inserts a line, total text (TOTAL FIELD Value), and subtotals for all numeric fields when the primary sort field changes.

Sub Header

Opens a dialog box where you can type text to add a subheading just below the column titles in the report output when the primary sort field changes.

Sub Footer

Opens a dialog box where you can type text to add a subfooting at the end of the data on each page of the report output when the primary sort field changes.

Style Group

Note: The options in this group are only available for reports in Document mode.

Font

Opens the Font list, which you can use to change the font.

Font Size

Opens the Font Size list, which you can use to change the numeric value for the font size.

Font Color

Opens the Color dialog box, where you can select the font color.

Style Reset

Resets all settings to the default settings from the template.

Bold

Applies bold font formatting to the selected text.

Italic

Applies italic font formatting to the selected text.

Underline

Underlines the selected text.

Justify Left

Aligns the text to the left of the visual.

Justify Center

Aligns the text to the center of the visual.

Justify Right

Aligns the text to the right of the visual.

Background Color

Opens the Color dialog box, where you can select the background color for the visual.

Data Style

Styles only the data for the selected data source field.

Title Style

Styles only the column title for the selected data source field.

Data + Title

Styles both the data and the column title for the selected data source field.

Format Group

Note: The options in this group are only available for reports in Document mode.

Change currency options

Changes the currency options for the selected field.

Percent

Specifies the value of the field as a percentage.

Comma

Specifies the use of commas for the selected field.

Increase Decimal Places

Increases the number of decimal places that display for the selected field.

Decrease Decimal Places

Decreases the number of decimal places that display for the selected field.

Display Group

Hide Field

Allows you to hide a selected field.

Hide Missing

Allows you to hide fields that have no value.

Aggregation

Opens a drop-down menu of the following options: None (default), Sum, Average, Count, Count Distinct, Percent of Count, First Value, Last Value, Maximum, Minimum, Total, Percent, Row Percent, Median, Average Square.

Traffic Lights

Opens the Traffic Light Condition dialog box. From this dialog box, you can add new conditional styling by applying traffic light (and other) colors to a selected field in the output when the field meets specified criteria, modify existing conditional styling, and enable conditional drill-down.

Within

Allows you to use specific aggregation tasks at different report levels. You can use the Within phrase to manipulate display field values as they are aggregated within a sort group rather than a report column.

Data Bars

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.

Column(s)

Allows you to indicate the number of columns in which you wish to display multiple graphs. The value can be between 1 and 512. The default is 1. This option is also available from the Query Design pane shortcut menu for a Multi-graph component.

Links Group

Drill Down

Opens the Drill Down dialog box, where you can configure a hyperlink or a drill-down procedure for the selected field. Clicking that field in the report output, at run time, redirects you to the URL you specified or executes the indicated procedure. This option is disabled in Document mode.

Select Group

Series drop-down list

Lists the available series in the current chart.

Style Group

Style

Opens the Format Series dialog box, where you can edit the styling options for the selected series. You can also open this dialog box by right-clicking a series, and then clicking More Style Options.

Properties Group

Data Labels

Adds data labels to the chart. The drop-down menu contains the following data position options for selecting where to display data values as labels on a chart: Above (default), On top edge, Below top edge, Center, and Base. If you are working with a Pie chart, the options are: On Slice, Outside Slice, and Outside with feeler lines.

Clicking More Data Label Options opens the Format Labels dialog box, where you can further edit your data labels.

Trendline

Opens a drop-down menu that provides options for adding a trendline to a chart.

Line Group

Smooth Line

Draws the chart using smooth lines.

Connect Lines

Controls the display of connecting lines between markers on a line or scatter chart. By default, lines are connected on a line chart and disconnected on a scatter chart.

Marker

Opens a drop-down menu from which you can select options to change the display of the default data and legend markers on line and scatter chart types. For more information, see How to Change the Appearance of a Marker.

Pie group

Note: The following options are only enabled when you are working with a pie chart.

Expand

Expands pie slices.

Hide

Hides pie slices.

Clipboard Group

Paste

Enables you to paste a text, report, or chart object that you have copied to or placed on the clipboard.

Cut

Enables you to cut a text, report, or chart object from your document, placing it on the clipboard.

Copy

Enables you to copy a text, report, or chart object to the clipboard.

Duplicate

Enables you to duplicate a text, report, or chart object in your document, placing it on the clipboard.

Data Group

Calculation

Opens a menu from which you can choose to create Define or Compute fields.

Join

Opens the Join dialog box, where you can create a new join, edit or delete existing joins, and add data sources to a join. You can also create blends, which allow you to combine data from local or system resources into your current data source.

Visual Group

Insert

Inserts a new visual. The left side of the Insert button inserts the default visual, which is a stacked bar chart. Click the down arrow next to the Insert button to specify a visual type, such as a chart, grid, or text.

Change

Opens the Select a Visual menu, from which you can select the type of chart, map, or grid that you want to add to your visualization.

Swap

Changes the vertical or horizontal orientation of data in a visual. When you add one or more fields to the canvas, Swap is enabled. When you have data fields in the vertical and horizontal field containers, clicking Swap switches the axis of these data fields to display on the opposite axis. When working with matrix charts, the rows and columns are similarly switched when you click Swap. Swap is available for bar, line, area, scatter, bubble, and matrix marker charts. It is also available for grids.

Clear

Clears the current visual. You can use the split button to select the option to clear a component, or the entire visualization, which clears all visuals on the canvas. If you have created a filter, you can also clear it. The Clear button is disabled until you begin developing a visual on the canvas.

Storyboard Group

Add

Takes a snapshot of the current visual or visualization, adding it to the storyboard.

Show

Opens your storyboard as a PowerPoint presentation, where you can choose to view or save your storyboard. All storyboards display in Microsoft PowerPoint format.

Report Group

Theme

Opens the Templates dialog box, where you can select a theme to style your grid. You can use the default style sheet by clicking the Use Default Stylesheet button.

You can also select a styling theme for your grid or an application theme to style all visualizations created.

Header & Footer

Opens the Header & Footer dialog box, from which you can add and style headings and footings.

Column Totals

Adds a grand total row to the bottom of the grid object to sum numeric data in each column.

Features Group

Note: These options do not display for grids or maps, with the exception of Frame & Background.

Reference

Opens the reference menu, where you can access the Add Reference Line to Y-Axis and Add Reference Line to X-Axis options. Selecting one of these options opens the Reference Line dialog box, where you can set the following: the X-axis or Y-axis value, the text that you want to appear, and the position of the reference line on a chart.

Grid

Opens the grid menu, where you can access the Horizontal or Vertical Gridlines options. Both selections allow you to enable or disable Major and Minor Gridlines. Clicking More Grid Lines Options opens the Format Grid Lines dialog box.

Frame & Background

Opens the Frame & Background dialog box, where you can edit the background style and frames for charts. This dialog box contains different options depending on the chart type that you have selected.

Labels Group

Axes

Opens the Axes menu, where you can enable and rotate horizontal and vertical axis labels, as well as stagger horizontal axis labels. You can also edit the axis labels by clicking More Vertical Axis Options or More Horizontal Axis Options. This option does not display for grids or maps.

Legend

Opens the Legend menu, where you can select the Show Legend option to display the legend on the chart. You can also clear your selection to hide the legend. In addition, you can change the default legend position and orientation. This option displays for maps but does not display for grids.

Interactive Group

Note: These options do not display for grids or maps.

Interactive Options

Opens the Interactive Options dialog box, which enables you to specify animation and mouse over effects in your chart.

Show/Hide Group

Resources

Minimizes the Resources panel, expanding the size of the canvas to occupy the area where the Resources panel typically appears. When you click the Resources button again, the Resources panel displays and the chart, map, or grid adjusts accordingly.

Data Panel Group

Logical

Displays the data source fields by type. This is the default view. The Logical view options include Title, Description, Field, and Alias.

List

Displays the data source fields in a tabular list format. This list contains a header row. You can sort fields differently by clicking a column header. The List view options include Title, Description, Field, Alias, Format, Segment, Filename, and Reference.

Structured

Displays the hierarchical structure of the data source files. The Structured view options include Title, Description, Field, and Alias.

Report Group

Switch Report

Lists any active report or chart to which you can switch.

Filter Group

Note: Options on the Field tab are contingent on the visual type that you select.

Filter

Opens the Filter dialog box for creating filters. Filters enable you to select only the data that you want and to exclude unwanted data.

Exclude

Select an existing filter in the Filter pane and choose Exclude to remove, but not delete, the filter from the visual.

Include

Select an existing filter in the Filter pane and choose Include to restore the filter, which was previously excluded from the visual.

Sort Group

Up

Displays the data source fields by type. This is the default view. The Logical view options include Title, Description, Field, and Alias.

Down

Displays the data source fields in a tabular list format. This list contains a header row. You can sort fields differently by clicking a column header. The List view options include Title, Description, Field, Alias, Format, Segment, Filename, and Reference.

Group

Opens the Create a Group dialog box where you can create a group to combine values together. For grids, this option is activated when you select a dimension.

Display Group

Hide Field

Hides a selected field.

Aggregation

Specifies an aggregation for a specific field. Commonly used options include: Sum, Average, Count, Minimum, and Maximum.

Traffic Lights

Specifies conditional styling to the selected field.

Select Group

Note: This group is not available for grids. For maps, this group is disabled.

Series drop-down list

Lists the available series in the current visualization.

Style Group

Style

Opens the Format Series dialog box, where you can edit the styling options for the selected series. You can also open this dialog box by right-clicking a series, and then clicking More Style Options.

Properties Group

Data Labels

Adds data labels to the chart. The drop-down menu contains the following data position options for selecting where to display data values as labels on a chart: Above (default), On top edge, Below top edge, Center, and Base. If you are working with a Pie chart, the options are: On Slice, Outside Slice, and Outside with feeler lines.

Trendline

Opens a drop-down menu that provides options for adding a trendline to a chart.

Line Group

Smooth Line

Draws the chart using smooth lines.

Connect Lines

Controls the display of connecting lines between markers on a line or scatter chart. By default, lines are connected on a line chart and disconnected on a scatter chart.

Marker

Opens a drop-down menu from which you can select options to change the display of the default data and legend markers on line and scatter chart types. For more information, see How to Change the Appearance of a Marker.

Pie Group

Note: The following options are only enabled when you are working with a pie chart.

Expand

Expands pie slices.

Hide

Hides pie slices.