Management Reports Centre. User Guide. Emmanuel Amekuedi
|
|
- Eleanor Kelly
- 5 years ago
- Views:
Transcription
1 Management Reports Centre User Guide Emmanuel Amekuedi
2 Table of Contents Introduction... 3 Overview... 3 Key features... 4 Authentication methods... 4 System requirements... 5 Deployment options... 5 Getting Started... 6 Activate application... 6 Register the default system administrator... 6 Assign application roles to the default system administrator... 7 Approve the application roles for the default system administrator... 8 Using the built-in Designers... 9 Quick tour of the Report Designer... 9 Report Designer Interface Elements... 9 Design Surface Field List Main Menu Main Toolbar Properties Panel Query Builder Report Explorer Toolbox Custom SQL Editor Expression Editor Filter Editor Format String Editor Master-Detail Relation Editor Script Editor Chart Designer Quick tour of the Dashboard Designer Appendix Report Control Elements Page 1 of 30
3 Page 2 of 30
4 Introduction Overview The Management Reports Centre is a mobile-friendly enterprise level reporting front-end solution. It can be used to design, publish and manage access to reports in your business. It includes administrative features to allow system administrators to control all the technical details, from creating and managing user groups to managing database connections and many more functions. The solution can also be used to access SSRS (SQL Server Reporting Services) reports deployed to SSRS Report servers. This facilitates control over access to such reports. It should be noted, however, that such reports are not mobile-friendly. The solution has been designed and developed using the latest Microsoft and DevExpress web technologies and can be deployed in-house or in the Microsoft Azure environment. A screenshot of the Home page is shown in Figure 1.1. Figure 1.1. Application Home page The solution includes 6 main menus which are listed below: Requests Allows users to make requests for access to reports, subscribe to reports or approve user requests. Reports Allows users to view reports, dashboards and documents targeting all devices ranging from desktops to mobile phones. Designers Allows relevant users to use the built-in designers to design ad-hoc reports and dashboards. Exports Allows relevant users to export data to Excel formats Page 3 of 30
5 Management This option allows relevant users to publish reports, dashboards or save documents to the Azure environment. Administration This menu option provides all the functionality needed to administer the solution. Help Various video tutorials and User Guide can be found under this menu Key features Some of the features supported are listed below: It can be deployed to an Azure environment or on-premise, and supports various user authentication methods, such as, Active Directory or Social Network authentication. When deployed to an Azure environment, it can scale up or down on demand. The reports and dashboards created using the built-in designers (DevExpress) are mobilefriendly, and can adapt to mobile device screens. NB: This does not apply to SSRS reports. It includes built-in designers, for designing reports and interactive dashboards. notifications sent out to appropriate users when reports are published for user groups they belong to. Users can subscribe to reports and dashboards, and select the frequency they want reports to be delivered to them. Users can export data to Excel and CSV formats. It enforces access security via user groups and roles. Users can create connections to various databases, and assign the connections to relevant user groups. To ensure the connections are protected, they are encrypted before saving to the database. The database connections can be restricted to only allow users to see selected tables and views relevant to their business area. It can be used to access Microsoft Analysis Services Cubes and Azure SQL Data Warehouse databases. Users can restore deleted reports, dashboards and document type reports. Users can amend published reports and dashboards, republish the reports or discard the changes. Users can save document type reports (eg. Excel workbooks) to Azure, so they can be shared with colleagues in the same user group. The documents are encrypted before saving to Azure. Authentication methods The solution supports the following authentication methods: Single-sign-on via on-premise ADFS servers or Azure Active Directory. ASP.Net Forms authentication. Windows authentication via on-premise Active Directory. Social network (currently only Facebook is supported) authentication. Page 4 of 30
6 System requirements The solution is designed to be deployed as SaaS (Software as a Service) in an Azure environment. However, if you choose to deploy the solution on-premise then the system specification must be met: IIS (Internet Information Services) 8.5 or higher. Microsoft SQL 2014 or higher. Azure storage account. Access to a Mail server. Deployment options The solution is designed to be deployed primarily in Azure and used as a SaaS application. However, the following deployment options are available: On-premise deployment - various components deployed to web servers and SQL servers located in-house. Hybrid deployment - web components deployed to web servers located in-house, accessing SQL servers in Azure. Page 5 of 30
7 Getting Started Activate application When you use the application for the first time, you will need to activate the application and then register the details of the default system administrator. To activate, proceed as follows. 1. Click the Activate link as shown in Figure Enter the activation code which has been supplied to you as shown in Figure 2.2. Also, notice that the installation website URL is pre-populated, and the entry box is greyed. 3. Then press the Activate button. Figure 2.1. Activate application Figure 2.2. Map activation code to application website URL Register the default system administrator Once the application is activated, you will be redirected to the registration page, where you will be required to enter the details of the default system administrator. You should see the entry form displayed in Figure 2.3. To register the details of default system administrator, proceed as follows. 1. Enter the address of the default system administrator. As this is required during the installation process, this value is pre-populated. 2. Enter the First name. 3. Enter the Last name. 4. Enter your chosen Password. 5. Confirm your chosen Password. 6. Press the Create User button. Page 6 of 30
8 Figure 2.3. Create the default system administrator account Assign application roles to the default system administrator As the application enforces security via application roles and groups, you will be redirected to the appropriate page, so you can select application roles for the default system administrator. To assign application roles to default system administrator, proceed as follows. 1. Select the application roles required and press Close button, as shown in Figure Press the Save button, as shown in Figure 2.5. Figure 2.4. Select application roles Page 7 of 30
9 Figure 2.5. Save the selected application roles Approve the application roles for the default system administrator As the default system administrator, you must approve the roles you have selected in the previous task above. This is required for you to be able to assign roles to new users. To approve the selected application roles, proceed as follows. 1. Log in to the application, if you are not already logged in. 2. Select the Administration menu option. 3. Select App Users, and then select Maintain User Roles. 4. Select the Assign/Approve user role option. 5. Then select the required application roles, and press the Save button. See Figure 2.6 below. Figure 2.6. Approve selected application roles Page 8 of 30
10 Using the built-in Designers The application comes with two built-in designers you can use to design your reports and dashboards. These designers are intuitive and easy to use. Quick tour of the Report Designer Figure 3.1 below is a screenshot of the report designer which includes all the tools needed to help you design reports. Figure 3.1. Built-in report designer Report Designer Interface Elements The following main elements make up the user interface of the Report Designer. Design Surface Field List Main Menu Main Toolbar Properties Panel Query Builder Report Explorer Toolbox The following editors are available in the Report Designer. Custom SQL Editor Expression Editor Filter Editor Format String Editor Master-Detail Relation Editor Page 9 of 30
11 Script Editor Chart Designer Design Surface The Design Surface displays the report that is being in the Report Designer. Figure 3.2. The Design Surface The Design Surface includes the following principal elements. Rulers Band Captions In-Place Editor Rulers The horizontal and vertical rulers display tick marks in the measure units specified for your report. Click an element to evaluate its size and location using the rulers. The horizontal ruler also allows you to modify report side margins (the XtraReport.Margins property value) by moving the left and right sliders on the ruler. The vertical ruler shows resizing rectangles for every report band, which you can move to change the band height. Band Captions In the Report Designer, each report band carries a caption, the tab title and color, which depends on the band kind. These captions are not printed in the resultant report document and are only visible at design time. Page 10 of 30
12 You can expand or collapse band content at design time, by clicking the tab at the left side of the band. To access the properties of a band, select the band by clicking its caption, and then switch to the Properties panel. In-Place Editor Allows you to edit the content of a text-oriented control (XRBarCode, XRCheckBox, XRLabel, XRRichText, or XRZipCode) by double-clicking it. Field List Field List panel enables you to explore and manage report data sources and parameters as well as create bound report controls. This topic consists of the following sections: Manage Report Data Sources Create Bound Report Elements Manage Report Parameters Manage Report Data Sources The Field List shows available report data sources and their structure. Figure 3.3. Field List The following actions are available in the Field List for data source customization: Button Description Invokes a list of default data sources that you can add to a report. Page 11 of 30
13 Removes the selected data source. Invokes the Master-Details Relations Manager. Invokes the Create a Query or Select a Stored Procedure wizard page. Adds a new calculated field to the data source. The following actions are available for query customization: Button Description Removes the selected query. Invokes the Create a Query or Select a Stored Procedure wizard page. Adds a new calculated field to the query. Create Bound Report Elements The Field List allows you to create new bound report controls and bind existing controls to data. To add a new data-bound report control, drag the required data field from the Field List onto a report band. This creates a control of an appropriate type and binds it to the selected field. To select multiple data fields in the Field List, click them while holding down the CTRL or SHIFT key. After you dropped this onto a report, it creates a Table with cells bound to the corresponding data fields. Page 12 of 30
14 Figure 3.4. Bound report elements Manage Report Parameters To access the collection of report parameters, expand the corresponding category in the Field List. Figure 3.5. Report parameters The following actions are available for parameter customization: Button Description Creates a new report parameter. Removes the selected parameter. Enables customization of the selected parameter. Main Menu The Report Designer menu is invoked by clicking the menu button in the upper-left corner of the designer's user interfaces. Page 13 of 30
15 Figure 3.6. Designer main menu Note that some of the menu commands listed in this topic are only available when specific conditions are met. Visibility conditions for such commands are provided in the command description, as shown in the table below. The menu contains the following commands. Command New New via Wizard Open Design in Report Wizard Add SQL Data Source Icon Description Creates a report and opens it in a new tab. This command is only available when the Report Designer is provided with a report storage. Invokes the Report Wizard to create a new report. This command is only available when the Report Designer is provided with a report storage. Invokes the Open Report dialog to retrieve a report from the serverside report storage and open it in a new tab. This command is only available when the Report Designer is provided with a report storage. Invokes the Report Wizard to edit the current report and generate the report layout. Invokes the SQL Data Source Wizard to create a new data source and configure it. Page 14 of 30
16 This command is only available when the Report Designer is provided with a set of default data connections. Save Saves the current report to the report storage. Save As Exit Invokes the Save Report dialog to save the current report to the report storage under a new URL. This command is only available when the Report Designer is provided with a report storage. Closes the Report Designer. Main Toolbar The Main Toolbar provides quick access to the report editing commands in the Report Designer. The Main Toolbar commands are divided into the following sections. Clipboard Commands Edit Commands View Commands Mode Commands Scripting Commands Figure 3.7. Main Toolbar Clipboard Commands Use these commands to place the selected elements to the clipboard and paste them onto the required report bands. Command Icon Description Cut Cuts the selected control to the clipboard. Copy Copies the selected control to the clipboard. Paste Pastes a control from the clipboard to the selected report band. Page 15 of 30
17 Edit Commands Use the following commands to delete report elements and cancel previous actions. Command Icon Description Undo Redo Delete Cancels the last change made to the document. Reverses the results of the last undo action. Deletes the selected control. View Commands Use the following commands to adjust the report zoom factor. Command Icon Description Zoom In Increases the document's current zoom factor by 1 percent. Zoom Out Decreases the document's current zoom factor by 1 percent. Zoom Factor Zooms to a specific zoom factor selected from the dropdown list. Mode Commands Use the following command to toggle between the Design and Preview mode of a report. Command Icon Description Preview Displays the current report. Scripting Commands Use the following command to invoke the Script Editor. Command Icon Description Preview Invokes the Script Editor. Page 16 of 30
18 Properties Panel The Properties panel allows you to access and edit report and report elements' settings. Figure 3.8. Properties panel This topic describes different aspects of using the Properties panel and consists of the following sections: Select a Report Element Set Property Values Reset Property Values Switch Between Display Modes Search for Properties Use Actions Select a Report Element Do one of the following to select a report element and show its settings in the Properties panel: Select a required element from the drop-down list at the top of this panel, as shown in Figure 3.9. Click the required element in the Design Surface and invoke the Properties panel by clicking the button. Page 17 of 30
19 Select the required element in the Report Explorer and click the button. Figure 3.9. List of Report Elements Set Property Values In the Properties panel, each record consists of two parts: the header displaying the property caption and the value part. Locate the required property and specify its value using the corresponding editor, as shown in Figure Figure Setting property values Specific properties contain nested properties, which you can access by clicking the corresponding property header. Reset Property Values Click the button to the right of the editor and select Reset in the invoked popup menu to restore the default property values. Page 18 of 30
20 Figure Resetting property values Switch Between Display Modes The Properties panel can display element properties in the alphabetical order or combine them into categories depending on their purpose. Use the dedicated buttons next to the selected element to switch between these display modes. Figure Switching display modes Search for Properties Click the button to show the search box. When you type within this box, the Properties panel automatically searches for entered text, filters the list of available properties, and highlights the search string in located records. Figure Searching for properties Page 19 of 30
21 Use Actions In the categorized mode, the Properties panel contains the context-sensitive Actions category that provides the most commonly used actions depending on the selected report element: Actions for adding new bands of particular types to a selected report, is shown in Figure Figure Inserting header band Actions to manage a table element s cells, rows, and columns, is shown in Figure Figure Inserting columns Actions to align and position report elements (align and resize elements to the snap grid, specify the horizontal and vertical alignments, etc.) for elements of other types and multiple selected report elements, is shown in Figure Figure Aligning multiple elements to Grid Page 20 of 30
22 Query Builder The Query Builder can be invoked from the SQL Data Source Wizard. It provides a visual editor to create custom queries and enables you to solve a variety of tasks. Select Tables Join Tables Filter Data Shape Data Preview Results Select Tables To include a specific table or view into a query result set, drag and drop it onto the Query Builder design surface. Enable check boxes for the table columns you want to include into the query result set, as shown in Figure Figure Query builder The Query Builder provides a toolbar with the following commands. Icon Description Removes the selected table or view from the query. Page 21 of 30
23 Reverses the most recent action. Performs the action that has previously been undone. You can search for a specific table or view by typing required text in the dedicated search box, as shown in Figure Figure Search for specific tables Join Tables To join separate tables and/or views, connect their corresponding columns (key fields) using drag and drop. The connected columns must have identical data types. Clicking the data relation will display the corresponding properties that define the join type (Inner or Left Outer) and applied logical operator. See Figure Figure Joining tables NB: A left outer join returns all the values from an inner join along with all values in the "left" table that do not match to the "right" table, including rows with NULL (empty) values in the key field. When Page 22 of 30
24 the left outer join is selected, the relationship line displays an arrow pointing at the "right" table of the join clause. Filter Data Clicking the Query Builder surface will display the query options, as shown in Figure Figure Filtering data The following options are available. Name - Specifies a custom query name (alias). Filter - Runs the Filter Editor where you can specify filter criteria against which the query result set should be narrowed down. Group Filter - Runs the Filter Editor where you can specify filter conditions for grouped and aggregated data. If data is not grouped, this option is disabled. Select All (*) - Specifies whether or not the query result set should include all columns from the selected tables and/or views, regardless of their individual settings. This option is set to No by default. Select distinct - Specifies whether or not only distinct values should be included into the result set. This option is set to No by default. Shape Data Clicking a data column of a selected table or view will display the data column options, as shown in Figure Page 23 of 30
25 Figure Data column options The following options are available. Name - Indicates the column name by which it is referred to in the database. Type - Indicates the type of data contained in the column. String columns are provided with information about the maximum string length. Alias - Specifies a custom column name (alias). This option is available only for columns that are included into a query. Output - Specifies whether or not the column is included into the query result set. Sort Type - Specifies whether to preserve the original order of data records within the column, or sort them (in an ascending or descending order). Sort Order - This option becomes available after applying sorting to the data column's records. It defines the priority in which sorting is applied to multiple columns (the less this number is, the higher the priority). For example, if column A has the sort order set to 1 and column B has it set to 2, the query will be first sorted by column A and then by the column B. Changing this setting for one column automatically updates the sort order of other columns to avoid conflict of priorities. Group By - Specifies whether or not the query result set should be grouped by this column. Aggregate - Specifies whether or not the column's data records should be aggregated. The following aggregate functions are supported: Count, Max, Min, Avg, Sum, CountDistinct, AvgDistinct, SumDistinct. Applying any of these functions to a column will discard individual data records from the query result set, which will only include the aggregate function result. NB: Use aggregation/grouping either for all selected columns or for none of them. Applying the aggregation to one column automatically applies grouping to other selected columns. If you remove all aggregation functions, grouping against other columns will be reset as well. Preview Results You can test a query at any time on a limited subset of the actual data by clicking the Preview Results button. This will open the Data Preview screen displaying the query result set limited by the first 100 data records, as shown in Figure Page 24 of 30
26 Figure Preview query data Report Explorer The Report Explorer panel shows a report's structure and provides quick access to the report elements, styles and formatting rules, as shown in Figure Figure Report Explorer The following actions are available for report element customization, as shown in Figure Page 25 of 30
27 Figure Using Report Explorer to manage report elements Button Description Removes the selected report element. This button is not available for the Detail, TopMargin and BottomMargin bands. Switches to the Properties panel where you can adjust the settings of the selected report element or a report itself. In the Report Explorer, you can use drag-and-drop operations to do the following: Reorder report controls and specific bands. Move report controls between bands. Toolbox The Toolbox contains elements (report controls) that can be added to a report being edited in the Report Designer. Different controls correspond to various kinds of data that can be displayed in a report. To add a new control to the report, drag the corresponding item from the Toolbox and drop it onto the required report band. The available report controls can be divided into the following categories. General Content Extended Data Page 26 of 30
28 Report Layout Document Statistics General Content The following controls are most commonly used to display data in a report. Bar Code Check Box Gauge Label Character Comb Picture Box Rich Text Table Zip Code Bar Code Check Box Gauge Label Character Comb Picture Box Rich Text Table Zip Code Extended Data The following controls are connected to data individually, without accessing a report's data source. Chart Pivot Grid Sparkline Report Layout The following controls allow you to draw shapes in a report and customize the report layout. Page 27 of 30
29 Cross-Band Line Cross-Band Box Line Page Break Panel Shape Subreport Document Statistics The dynamic content of the following controls is not obtained from a data source. Page Info Table of Contents Custom SQL Editor Expression Editor Filter Editor Format String Editor Master-Detail Relation Editor Script Editor Chart Designer Custom SQL Editor Expression Editor Filter Editor Page 28 of 30
30 Format String Editor Master-Detail Relation Editor Script Editor Chart Designer Quick tour of the Dashboard Designer Page 29 of 30
31 Appendix Report Control Elements Page 30 of 30
Report Designer Report Types Table Report Multi-Column Report Label Report Parameterized Report Cross-Tab Report Drill-Down Report Chart with Static
Table of Contents Report Designer Report Types Table Report Multi-Column Report Label Report Parameterized Report Cross-Tab Report Drill-Down Report Chart with Static Series Chart with Dynamic Series Master-Detail
More informationTable of Contents. Table of Contents
Powered by 1 Table of Contents Table of Contents Dashboard for Windows... 4 Dashboard Designer... 5 Creating Dashboards... 5 Printing and Exporting... 5 Dashboard Items... 5 UI Elements... 5 Providing
More informationUser Guide. Web Intelligence Rich Client. Business Objects 4.1
User Guide Web Intelligence Rich Client Business Objects 4.1 2 P a g e Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence 4.1... 5 Log into EDDIE...
More informationSmartView. User Guide - Analysis. Version 2.0
SmartView User Guide - Analysis Version 2.0 Table of Contents Page i Table of Contents Table Of Contents I Introduction 1 Dashboard Layouts 2 Dashboard Mode 2 Story Mode 3 Dashboard Controls 4 Dashboards
More informationDEVELOPING DATABASE APPLICATIONS (INTERMEDIATE MICROSOFT ACCESS, X405.5)
Technology & Information Management Instructor: Michael Kremer, Ph.D. Database Program: Microsoft Access Series DEVELOPING DATABASE APPLICATIONS (INTERMEDIATE MICROSOFT ACCESS, X405.5) Section 5 AGENDA
More informationExcel Select a template category in the Office.com Templates section. 5. Click the Download button.
Microsoft QUICK Excel 2010 Source Getting Started The Excel Window u v w z Creating a New Blank Workbook 2. Select New in the left pane. 3. Select the Blank workbook template in the Available Templates
More informationTable of Contents. Windows Interface Elements (Home Page) Contents. Select Chart... Elements
Contents Table of Contents Windows Interface Elements (Home Page) 1 Charting... 8 Chart Wizard... 9 Chart Type... Page 11 Appearance... Page 12 Series Page... 14 Data Page... 16 Chart Page... 19 Diagram
More informationMicrosoft Excel Keyboard Shortcuts
Microsoft Excel Keyboard Shortcuts Here is a complete list of keyboard shortcuts for Microsoft Excel. Most of the shortcuts will work on all Excel versions on Windows based computer. Data Processing Shortcuts
More informationFor more tips on using this workbook, press F1 and click More information about this template.
Excel: Menu to ribbon reference To view Office 2003 menu and toolbar commands and their Office 2010 equivalents, click a worksheet tab at the bottom of the window. If you don't see the tab you want, right-click
More informationMicrosoft How to Series
Microsoft How to Series Getting Started with EXCEL 2007 A B C D E F Tabs Introduction to the Excel 2007 Interface The Excel 2007 Interface is comprised of several elements, with four main parts: Office
More informationQuick Reference Summary
Microsoft Excel 2010 Quick Reference Summary Microsoft Excel 2010 Quick Reference Summary 3-D Chart, Rotate EX 462 3-D Rotation button (Chart Tools Layout tab Background, change rotation (Format Chart
More informationDatabase Design Practice Test JPSFBLA
1. You see field names, data types, and descriptions in: a. Datasheet View c. Form View b. Design View d. Property View 2. The data type for insurance policy numbers, such as 0012-M-340-25 or 43F33-7805,
More informationREPORT DESIGNER GUIDE
REPORT DESIGNER GUIDE 2018 Advance Workshop Report Designer Guide This document has been very carefully prepared in the hope to meet your expectations and to answer all your questions regarding the Advance
More informationExcel 2010 Level 1: The Excel Environment
Excel 2010 Level 1: The Excel Environment Table of Contents The Excel 2010 Environment... 1 The Excel Window... 1 File Tab... 1 The Quick Access Toolbar... 4 Access the Customize the Quick Access Toolbar
More informationGraphWorX64 Productivity Tips
Description: Overview of the most important productivity tools in GraphWorX64 General Requirement: Basic knowledge of GraphWorX64. Introduction GraphWorX64 has a very powerful development environment in
More informationQuick Reference Card Business Objects Toolbar Design Mode
Icon Description Open in a new window Pin/Unpin this tab Close this tab File Toolbar New create a new document Open Open a document Select a Folder Select a Document Select Open Save Click the button to
More informationChanging Worksheet Views
PROCEDURES LESSON 1: TOURING EXCEL Starting Excel 1 Click the Start button 2 Click All Programs 3 Click the Microsoft Office folder icon 4 Click Microsoft Excel 2010 Naming and Saving (Ctrl+S) a Workbook
More informationIntroduction to Cognos Participants Guide. Table of Contents: Guided Instruction Overview of Welcome Screen 2
IBM Cognos Analytics Welcome to Introduction to Cognos! Today s objectives include: Gain a Basic Understanding of Cognos View a Report Modify a Report View a Dashboard Request Access to Cognos Table of
More informationCreating Reports in Access 2007 Table of Contents GUIDE TO DESIGNING REPORTS... 3 DECIDE HOW TO LAY OUT YOUR REPORT... 3 MAKE A SKETCH OF YOUR
Creating Reports in Access 2007 Table of Contents GUIDE TO DESIGNING REPORTS... 3 DECIDE HOW TO LAY OUT YOUR REPORT... 3 MAKE A SKETCH OF YOUR REPORT... 3 DECIDE WHICH DATA TO PUT IN EACH REPORT SECTION...
More informationSPARK. User Manual Ver ITLAQ Technologies
SPARK Forms Builder for Office 365 User Manual Ver. 3.5.50.102 0 ITLAQ Technologies www.itlaq.com Table of Contents 1 The Form Designer Workspace... 3 1.1 Form Toolbox... 3 1.1.1 Hiding/ Unhiding/ Minimizing
More informationMicrosoft Office. Microsoft Office
is an office suite of interrelated desktop applications, servers and services for the Microsoft Windows. It is a horizontal market software that is used in a wide range of industries. was introduced by
More informationREPORT DESIGNER GUIDE
REPORT DESIGNER GUIDE 2017 Advance BIM Designers Report Designer Guide This document has been very carefully prepared in the hope to meet your expectations and to answer all your questions regarding
More informationPolicy Commander Console Guide - Published February, 2012
Policy Commander Console Guide - Published February, 2012 This publication could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes
More informationActiveReports 12 Server 1
ActiveReports 12 Server 1 Table of Contents Table of Contents 1-2 ActiveReports 12 Server Designer User Guide 3 Report Portal 3-7 Mobile Report Portal 7-11 Get Started with ActiveReports Web Designer 11-12
More informationThe American University in Cairo. Academic Computing Services. Excel prepared by. Maha Amer
The American University in Cairo Excel 2000 prepared by Maha Amer Spring 2001 Table of Contents: Opening the Excel Program Creating, Opening and Saving Excel Worksheets Sheet Structure Formatting Text
More informationInstallation and Configuration Manual
Installation and Configuration Manual IMPORTANT YOU MUST READ AND AGREE TO THE TERMS AND CONDITIONS OF THE LICENSE BEFORE CONTINUING WITH THIS PROGRAM INSTALL. CIRRUS SOFT LTD End-User License Agreement
More informationExcel Main Screen. Fundamental Concepts. General Keyboard Shortcuts Open a workbook Create New Save Preview and Print Close a Workbook
Excel 2016 Main Screen Fundamental Concepts General Keyboard Shortcuts Open a workbook Create New Save Preview and Print Close a Ctrl + O Ctrl + N Ctrl + S Ctrl + P Ctrl + W Help Run Spell Check Calculate
More informationSending image(s) to report Click Send Snapshot on any screen in Dolphin3D and choose the Send to Report option
Dolphin 3D Reports Sending image(s) to report Click Send Snapshot on any screen in Dolphin3D and choose the Send to Report option Creating a report step by step 1. Generate the desired images in Dolphin3D
More informationLesson 3: Building a Market Basket Scenario (Intermediate Data Mining Tutorial)
From this diagram, you can see that the aggregated mining model preserves the overall range and trends in values while minimizing the fluctuations in the individual data series. Conclusion You have learned
More informationZENworks Reporting System Reference. January 2017
ZENworks Reporting System Reference January 2017 Legal Notices For information about legal notices, trademarks, disclaimers, warranties, export and other use restrictions, U.S. Government rights, patent
More informationGriffin Training Manual Grif-WebI Introduction (For Analysts)
Griffin Training Manual Grif-WebI Introduction (For Analysts) Alumni Relations and Development The University of Chicago Table of Contents Chapter 1: Defining WebIntelligence... 1 Chapter 2: Working with
More informationKaseya 2. User Guide. Version 7.0. English
Kaseya 2 Custom Reports User Guide Version 7.0 English September 3, 2014 Agreement The purchase and use of all Software and Services is subject to the Agreement as defined in Kaseya s Click-Accept EULATOS
More informationQuick Start Guide. Version R94. English
Custom Reports Quick Start Guide Version R94 English December 12, 2016 Copyright Agreement The purchase and use of all Software and Services is subject to the Agreement as defined in Kaseya s Click-Accept
More informationACTIVE Net Insights user guide. (v5.4)
ACTIVE Net Insights user guide (v5.4) Version Date 5.4 January 23, 2018 5.3 November 28, 2017 5.2 October 24, 2017 5.1 September 26, 2017 ACTIVE Network, LLC 2017 Active Network, LLC, and/or its affiliates
More informationAsset Arena InvestOne
Asset Arena InvestOne 1 21 AD HOC REPORTING 21.1 OVERVIEW Ad Hoc reporting supports a range of functionality from quick querying of data to more advanced features: publishing reports with complex features
More informationChanging Worksheet Views
PROCEDURES LESSON 1: TOURING EXCEL Starting Excel From the Windows Start screen, click the Excel 2013 program tile 1 Right-click a blank area of the Windows Start screen 2 Click the All Apps button 3 Click
More informationPHPRad. PHPRad At a Glance. This tutorial will show you basic functionalities in PHPRad and
PHPRad PHPRad At a Glance. This tutorial will show you basic functionalities in PHPRad and Getting Started Creating New Project To create new Project. Just click on the button. Fill In Project properties
More informationThe following instructions cover how to edit an existing report in IBM Cognos Analytics.
IBM Cognos Analytics Edit a Report The following instructions cover how to edit an existing report in IBM Cognos Analytics. Navigate to Cognos Cognos Analytics supports all browsers with the exception
More informationBusinessObjects Frequently Asked Questions
BusinessObjects Frequently Asked Questions Contents Is there a quick way of printing together several reports from the same document?... 2 Is there a way of controlling the text wrap of a cell?... 2 How
More informationEtatRequete.book Page 1 Mardi, 6. avril :01 15 Reports and Queries
Reports and Queries WinDev 15 - WebDev 15 - WinDev Mobile 15 Documentation version 15(1) - 0410 Remember to visit our Web site (www.windev.com) on a regular basis to find out whether upgraded versions
More informationCreating a Spreadsheet by Using Excel
The Excel window...40 Viewing worksheets...41 Entering data...41 Change the cell data format...42 Select cells...42 Move or copy cells...43 Delete or clear cells...43 Enter a series...44 Find or replace
More informationIntroducing Gupta Report Builder
Business Reporting Chapter 1 Introducing Gupta Report Builder You can use Report Builder to design reports. This chapter describes: Our approach to building reports. Some of the reports you can build.
More informationEXCEL 2010 COMPETENCIES
EXCEL 2010 COMPETENCIES Working with Cells Use undo and redo Clear cell content Enter text, dates, and numbers Edit cell content Go to a specific cell Insert and delete selected cells Cut, copy, paste,
More informationVeco User Guides. Grids, Views, and Grid Reports
Veco User Guides Grids, Views, and Grid Reports Introduction A Grid is defined as being a list of data records presented to the user. A grid is shown generally when an option is selected from the Tree
More informationBusiness Intelligence and Reporting Tools
Business Intelligence and Reporting Tools Release 1.0 Requirements Document Version 1.0 November 8, 2004 Contents Eclipse Business Intelligence and Reporting Tools Project Requirements...2 Project Overview...2
More informationeschoolplus+ Cognos Query Studio Training Guide Version 2.4
+ Training Guide Version 2.4 May 2015 Arkansas Public School Computer Network This page was intentionally left blank Page 2 of 68 Table of Contents... 5 Accessing... 5 Working in Query Studio... 8 Query
More informationChapter 4. Microsoft Excel
Chapter 4 Microsoft Excel Topic Introduction Spreadsheet Basic Screen Layout Modifying a Worksheet Formatting Cells Formulas and Functions Sorting and Filling Borders and Shading Charts Introduction A
More informationIntroduction to Microsoft Excel 2016
Screen Elements: Introduction to Microsoft Excel 2016 The Ribbon The Ribbon is designed to help you quickly find the commands that you need to complete a task. Commands are organized in logical groups,
More informationQuery Studio Training Guide Cognos 8 February 2010 DRAFT. Arkansas Public School Computer Network 101 East Capitol, Suite 101 Little Rock, AR 72201
Query Studio Training Guide Cognos 8 February 2010 DRAFT Arkansas Public School Computer Network 101 East Capitol, Suite 101 Little Rock, AR 72201 2 Table of Contents Accessing Cognos Query Studio... 5
More informationbutton Double-click any tab on the Ribbon to minimize it. To expand, click the Expand the Ribbon button
PROCEDURES LESSON 1: CREATING WD DOCUMENTS WITH HEADERS AND FOOTERS Starting Word 1 Click the Start button 2 Click All Programs 3 Click the Microsoft Office folder icon 4 Click Microsoft Word 2010 1 Click
More informationAccess ComprehGnsiwG. Shelley Gaskin, Carolyn McLellan, and. Nancy Graviett. with Microsoft
with Microsoft Access 2010 ComprehGnsiwG Shelley Gaskin, Carolyn McLellan, and Nancy Graviett Prentice Hall Boston Columbus Indianapolis New York San Francisco Upper Saddle River Imsterdam Cape Town Dubai
More informationUser Guide Product Design Version 1.7
User Guide Product Design Version 1.7 1 INTRODUCTION 3 Guide 3 USING THE SYSTEM 4 Accessing the System 5 Logging In Using an Access Email 5 Normal Login 6 Resetting a Password 6 Logging Off 6 Home Page
More informationOpen and arrange windows This section covers items like: Opening another window on to a workbook Arranging workbook windows Hiding and show windows
Level 2 Excel Viewing workbooks Open and arrange windows Opening another window on to a workbook Arranging workbook windows Hiding and show windows Split panes Split panes Freeze panes Freeze panes Change
More informationWork Smart: Microsoft Office 2010 User Interface
About the Office 2010 User Interface You can use this guide to learn how to use the new features of the Microsoft Office Ribbon. Topics in this guide include: What s New in the Office 2010 User Interface
More informationUsing SymPrint to Make Overlays, Templates & More...
Welcome to SymPrint SymPrint is an easy-to-use tool for creating communication overlays, worksheets, classroom activities and more using a modern toolbar and common-sense interface modeled after the programs
More informationDataflow Editor User Guide
- Cisco EFF, Release 1.0.1 Cisco (EFF) 1.0.1 Revised: August 25, 2017 Conventions This document uses the following conventions. Convention bold font italic font string courier font Indication Menu options,
More informationCreating Database Reports
Creating Database Reports Objectives Create a report using the Report Wizard View a report Modify a report Add a field to a report 2 Objectives Apply conditional formatting to a report Add summary information
More informationMicrosoft Word 2007 on Windows
1 Microsoft Word 2007 on Windows Word is a very popular text formatting and editing program. It is the standard for writing papers and other documents. This tutorial and quick start guide will help you
More informationSTIDistrict Query (Basic)
STIDistrict Query (Basic) Creating a Basic Query To create a basic query in the Query Builder, open the STIDistrict workstation and click on Utilities Query Builder. When the program opens, database objects
More informationProductivity Tools Objectives 1
Productivity Tools Objectives 1 Word 2003 Understand Microsoft Office Word 2003 Launch Microsoft Office Word 2003 Open Documents Understand The Working Screen Experiment With The Working Screen Navigate
More informationDocument Editor Basics
Document Editor Basics When you use the Document Editor option, either from ZP Toolbox or from the Output option drop-down box, you will be taken to the Report Designer Screen. While in this window, you
More informationIntroduction Accessing MICS Compiler Learning MICS Compiler CHAPTER 1: Searching for Data Surveys Indicators...
Acknowledgement MICS Compiler is a web application that has been developed by UNICEF to provide access to Multiple Indicator Cluster Survey data. The system is built on DevInfo technology. 3 Contents Introduction...
More informationAdmissions & Intro to Report Editing Participants Guide
IBM Cognos Analytics Admissions & Intro to Report Editing Participants Guide Welcome to Cognos - Admissions and Introduction to Report Editing! Today s objectives include: Gain a Basic Understanding of
More informationTREENO ELECTRONIC DOCUMENT MANAGEMENT
TREENO ELECTRONIC DOCUMENT MANAGEMENT User Guide February 2012 Contents Introduction... 5 About This Guide... 5 About Treeno... 6 Navigating Treeno EDM... 7 Logging in to Treeno EDM... 7 Changing Your
More informationEnd-User Capabilities
End-User Capabilities 1951 W informs Controls > Products > Pivot Grid > End-User Capabilities The topics in this section describe the operations available to the end-users of the Pivot Grid. The follow
More informationMicrosoft Access XP Queries. Student Manual
Microsoft Access XP Queries Student Manual Duplication is prohibited without the written consent of The Abreon Group. Foster Plaza 10 680 Andersen Drive Suite 500 Pittsburgh, PA 15220 412.539.1800 800.338.5185
More informationAdvanced Excel. Click Computer if required, then click Browse.
Advanced Excel 1. Using the Application 1.1. Working with spreadsheets 1.1.1 Open a spreadsheet application. Click the Start button. Select All Programs. Click Microsoft Excel 2013. 1.1.1 Close a spreadsheet
More informationMicrosoft PowerPoint 2016 Basics Unit 9 Final Review - Student Notes Directions: Fill in the blanks.
Directions: Fill in the blanks. 1. PowerPoint Window Layout 2. File Tab When clicked, opens - automatically opens the Info option by default Holds the following options: - Info - New - Open - Save - Save
More informationIGSS 13 Configuration Workshop - Exercises
IGSS 13 Configuration Workshop - Exercises Contents IGSS 13 Configuration Workshop - Exercises... 1 Exercise 1: Working as an Operator in IGSS... 2 Exercise 2: Creating a new IGSS Project... 28 Exercise
More informationComponent Tracking System
Component Tracking System User s Manual PREPARED BY Version 1.2 May 2014 Contents 1 Introduction... 1 2 Getting Started... 1 2.1 System Requirements... 1 2.2 Launching the Application... 1 2.3 Application
More informationWINDEV 23 - WEBDEV 23 - WINDEV Mobile 23 Documentation version
WINDEV 23 - WEBDEV 23 - WINDEV Mobile 23 Documentation version 23-1 - 04-18 Summary Part 1 - Report editor 1. Introduction... 13 2. How to create a report... 23 3. Data sources of a report... 43 4. Describing
More informationXLCubed Version 9 QuickStart
XLCubed Version 9 QuickStart 1 P a g e Contents Welcome... 3 Connecting to your data... 3 XLCubed for Pivot Table users... 3 Adding a Grid, and the Report Designer... 5 Working with Grids... 7 Grid Components...
More informationDay 1 Agenda. Brio 101 Training. Course Presentation and Reference Material
Data Warehouse www.rpi.edu/datawarehouse Brio 101 Training Course Presentation and Reference Material Day 1 Agenda Training Overview Data Warehouse and Business Intelligence Basics The Brio Environment
More informationOpen. Select the database and click. Print. Set printing options using the dropdown menus, then click the
The Original Quick Reference Guides Microsoft Access 2010 Access is a tool for creating and managing databases collections of related records structured in an easily accessible format such as a table,
More informationIndex COPYRIGHTED MATERIAL. Symbols and Numerics
Symbols and Numerics ( ) (parentheses), in functions, 173... (double quotes), enclosing character strings, 183 #...# (pound signs), enclosing datetime literals, 184... (single quotes), enclosing character
More informationOffice Applications II Lesson Objectives
Office Applications II Lesson Unit 1: MICROSOFT EXCEL SPREADSHEETS BASICS What is a Spreadsheet and What Are Its Uses? Define spreadsheets Define the Microsoft Excel application List business, consumer,
More informationNiceForm User Guide. English Edition. Rev Euro Plus d.o.o. & Niceware International LLC All rights reserved.
www.nicelabel.com, info@nicelabel.com English Edition Rev-0910 2009 Euro Plus d.o.o. & Niceware International LLC All rights reserved. www.nicelabel.com Head Office Euro Plus d.o.o. Ulica Lojzeta Hrovata
More informationStatus Bar: Right click on the Status Bar to add or remove features.
Excel 2013 Quick Start Guide The Excel Window File Tab: Click to access actions like Print, Save As, etc. Also to set Excel options. Ribbon: Logically organizes actions onto Tabs, Groups, and Buttons to
More informationBuilding and Customizing an Interactive Report
Building and Customizing an Interactive Report Purpose This tutorial shows you how to build, use and customize an Interactive Report in Oracle Application Express 3.1. Time to Complete Approximately 30
More informationCOURSE CONTENT EXCEL BASIC ONE DAY
COURSE CONTENT EXCEL BASIC ONE DAY SOME OF THE BENEFITS OF USING A SPREADSHEET STARTING EXCEL GETTING YOURSELF ORIENTATED WITH THE EXCEL SCREEN THE OFFICE BUTTON/FILE TAB THE TITLE BAR THE RIBBONS GROUPS
More informationUser Guide. Version Exago Inc. All rights reserved.
User Guide Version 2016.2 2016 Exago Inc. All rights reserved. Exago Reporting is a registered trademark of Exago, Inc. Windows is a registered trademark of Microsoft Corporation in the United States and
More informationOX Documents Release v Feature Overview
OX Documents Release v7.8.4 Feature Overview 1 Objective of this Document... 3 1.1 The Purpose of this Document... 3 2 General Improvements... 4 2.1 Security First: Working with Encrypted Files (OX Guard)...
More informationOpenForms360 Validation User Guide Notable Solutions Inc.
OpenForms360 Validation User Guide 2011 Notable Solutions Inc. 1 T A B L E O F C O N T EN T S Introduction...5 What is OpenForms360 Validation?... 5 Using OpenForms360 Validation... 5 Features at a glance...
More informationSAS Web Report Studio 3.1
SAS Web Report Studio 3.1 User s Guide SAS Documentation The correct bibliographic citation for this manual is as follows: SAS Institute Inc. 2006. SAS Web Report Studio 3.1: User s Guide. Cary, NC: SAS
More informationyou choose and by the roles the users are allowed to fulfill within the system. Finances Enter the monthly savings and costs for the project.
Oracle Instantis EnterpriseTrack Quick Reference Guide for Release 8.5 Create a Proposal From the Top Navigation Bar, click Create Proposals/Charters. Enter all the required fields and click Save to save
More informationMicroStrategy Desktop
MicroStrategy Desktop Quick Start Guide MicroStrategy Desktop is designed to enable business professionals like you to explore data, simply and without needing direct support from IT. 1 Import data from
More informationTutorial 5: Working with Excel Tables, PivotTables, and PivotCharts. Microsoft Excel 2013 Enhanced
Tutorial 5: Working with Excel Tables, PivotTables, and PivotCharts Microsoft Excel 2013 Enhanced Objectives Explore a structured range of data Freeze rows and columns Plan and create an Excel table Rename
More informationDoc. Version 1.0 Updated:
OneStop Reporting Report Designer/Player 3.5 User Guide Doc. Version 1.0 Updated: 2012-01-02 Table of Contents Introduction... 3 Who should read this manual... 3 What s included in this manual... 3 Symbols
More informationComplete Quick Reference Summary
Microsoft Access 2010 Complete Quick Reference Summary Microsoft Access 2010 Quick Reference Summary Advanced Filter/Sort, Use AC 153 Advanced button (Home tab Sort & Filter, Advanced Filter/Sort) All
More informationChapter 4: Single Table Form Lab
Chapter 4: Single Table Form Lab Learning Objectives This chapter provides practice with creating forms for individual tables in Access 2003. After this chapter, you should have acquired the knowledge
More informationProductivity Tools Objectives
Word 2003 Understand Microsoft Office Word 2003 Launch Microsoft Office Word 2003 Open Documents Understand The Working Screen Experiment With The Working Screen Navigate Documents Close Documents And
More informationACCT 133 Excel Schmidt Excel 2007 to 2010 Conversion
ACCT 133 Excel Schmidt Excel 2007 to 2010 Conversion Note: Use this handout in connection with the handout on the parts of the Excel 2010 worksheet. This will allow you to look at the various portions
More informationWEEK NO. 12 MICROSOFT EXCEL 2007
WEEK NO. 12 MICROSOFT EXCEL 2007 LESSONS OVERVIEW: GOODBYE CALCULATORS, HELLO SPREADSHEET! 1. The Excel Environment 2. Starting A Workbook 3. Modifying Columns, Rows, & Cells 4. Working with Worksheets
More informationPresenter: Susan Campbell Wild Rose School Division
Presenter: Susan Campbell Wild Rose School Division What is Excel? An electronic spreadsheet program and a powerful tool for analyzing and presenting information: Spreadsheet Used for entering and analyzing
More informationReport Designer User Guide
Report Designer User Guide Copyright statement Sage (UK) Limited, 2011. All rights reserved. If this documentation includes advice or information relating to any matter other than using Sage software,
More informationMS Word Basics. Groups within Tabs
MS Word Basics Instructor: Bev Alderman L e t s G e t S t a r t e d! Open and close MS Word Open Word from the desktop of your computer by Clicking on the Start>All programs>microsoft Office >Word 2010
More informationThe software shall provide the necessary tools to allow a user to create a Dashboard based on the queries created.
IWS BI Dashboard Template User Guide Introduction This document describes the features of the Dashboard Template application, and contains a manual the user can follow to use the application, connecting
More informationINTRODUCTION... 1 UNDERSTANDING CELLS... 2 CELL CONTENT... 4
Introduction to Microsoft Excel 2016 INTRODUCTION... 1 The Excel 2016 Environment... 1 Worksheet Views... 2 UNDERSTANDING CELLS... 2 Select a Cell Range... 3 CELL CONTENT... 4 Enter and Edit Data... 4
More informationStickFont Editor v1.01 User Manual. Copyright 2012 NCPlot Software LLC
StickFont Editor v1.01 User Manual Copyright 2012 NCPlot Software LLC StickFont Editor Manual Table of Contents Welcome... 1 Registering StickFont Editor... 3 Getting Started... 5 Getting Started...
More informationMicrosoft Office Excel
Microsoft Office 2007 - Excel Help Click on the Microsoft Office Excel Help button in the top right corner. Type the desired word in the search box and then press the Enter key. Choose the desired topic
More information