INFocus Basics. Table Of Contents. Contents. INFocus Basics 1

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1 INFcus Basics Abut This Dcument The purpse f this dcument is t prvide a basic verview f INFcus reprt building capabilities using several sample reprts. Each example will build upn the previus example; i.e., Sample 4 will be an expansin f the reprt created under Sample 3. Therefre, it is recmmended that users fllw the steps in this dcument in the rder presented. Table Of Cntents Cntents INFcus Basics 1 Abut This Dcument...1 Table Of Cntents...1 Basic Navigatin...3 Sample 1: Basic Tabular Student Listing...3 Select r Mdify Data Surce...5 Main Reprt Builder...6 Header Infrmatin Tab...8 Table Clumns Tab...9 Clumn Cnfiguratin Tab...10 Gruping Tab...11 Table Settings Tab...11 Saving The Reprt...12 Additinal Mdify Data Surce Optins...13 Add/Remve Tab...14 Calculated Clumns Tab...14 Statistical Clumns Tab...14 Srt Tab...14 Sample 2: Tabular Advance...15 Cpy Reprt...15 Mdify Data Surce...17 Table Clumns Tab...24 Clumn Cnfiguratin Tab...24 Table Settings Tab...25 Sample 3: Gruping, Aggregates and Exprts...25 Create Reprt...25 Gruping Tab...26 Exprt Optins...29 Quick Reference Guide Chalkable_ INFcus Basics 1

2 Sample 4: Drill-Dwn, Gruping and Advanced Clumn Cnfiguratin...30 Create Reprt...30 Table Clumns Tab...31 Gruping Tab...31 Advanced Clumn Cnfiguratin Tab...34 Sample 5: Basic Crsstab...36 Create Reprt...36 Add/Remve Tab...37 Calculated Clumns Tab...38 Srt Tab...38 Filter Tab...39 Crsstab Cnfiguratin Tab...40 Crsstab Settings Tab...41 Insert Tab...41 Sample 6: Crsstab With Multiple Label Values...43 Create Reprt...43 Crsstab Cnfiguratin Tab...43 Sample 7: Lunch Pie Chart...46 Create Reprt...47 Add/Remve Tab...48 Calculated Clumns Tab...48 File Tab...49 Srt Tab...49 Filter Tab...49 Chart Settings Tab...50 Sample 8: Bar Graph Chart...52 Create Reprt...52 Remve Pie Chart...52 Insert Tab...53 Chart Settings Tab...53 Advanced Chart Settings...53 Using Crsstab Bar Chart...54 Quick Reference Guide Chalkable_ INFcus Basics 2

3 Basic Navigatin T access INFcus frm InfrmatinNOW g t Reprts INFcus. A new windw shuld pen autmatically. If nt, click Open INFcus. The Reprt Management screen will display. Cnfiguratin: View a list f database bjects alng with the table mre cmmn r friendly name. Cnfigure Data Object Clumns: Select a database bject (table) and mdify the friendly name, descriptin, hide data bject r check t use as primary bject. Grup Data Objects In Varius Categries. Cnfigure bject-level access rights: Grant permissins by user grup. Define fixed parameters fr data bjects: Assign fixed parameters (filters) fr data bjects. Cnfigure Links: Assign links/urls t database bjects. Help: Access Lgi10 nline help. Lgut: Lg ut f INFcus. User will be returned t InfrmatinNOW Persnal/Shared/All Reprts: Access reprts and dashbards that have been saved t the user persnal flder r the shared flder. If the user has access they may als pen the All reprts flder. Add: Click t add a new Reprt, Dashbard r Flder. Sample 1: Basic Tabular Student Listing In the fllwing example a basic tabular student listing reprt will be created. The list will include the student s schl, grade level, name, birth date, ethnicity and gender: 1. Click Persnal Reprts r Shared Flder. Quick Reference Guide Chalkable_ INFcus Basics 3

4 2. Click Add and select Reprt. 3. Select Tabular Reprt with Header and click OK. Quick Reference Guide Chalkable_ INFcus Basics 4

5 Select r Mdify Data Surce The Select r Mdify Data Surce screen will display with the fllwing tabs: Add/Remve Tab: Select the tables f data t be used in the reprt. Calculated Clumns Tab: Offers the ability t create new clumns fr the reprt based n a specified frmula applied t data frm existing clumns. Fr example, users can cmbine student last name field and first name field t create ne single student name field. Statistical Clumns Tab: Gives user the ability t create new clumns fr the reprt based n a particular statistic frm data in ther clumns. The fllwing statistical clumn types are available: Rank Reverse Rank Percentile Running Ttal Difference frm Previus Srt: Used t set ne r mre rdering parameters fr the reprt. Filter: Use t establish ne r mre filter t establish the criteria f recrds t be included n the reprt. Add/Remve Tab Nte: In this example, nly the Add/Remve Tab will be discussed. Additinal tabs n the Select r Mdify Data Surce screen will be discussed further in this dcument r in the INFcus Advanced quick reference guide. On the Add/Remve tab users may select the tables that cntain the data t be included n the reprt. T select a table f data place a check next t the name f the table. T see the fields that are cntained within the table, click the + icn next t the table name. Quick Reference Guide Chalkable_ INFcus Basics 5

6 In this example the Student table has been selected t include in the reprt. Users may click Preview Selected Data t view a sample f the data cntained in the table. After selecting the Student table, click OK t save the Data Surce changes. Nte: The ther tabs f the Select r Mdify Data Surce screen will be discussed later in this dcument. Main Reprt Builder The reprt build page allws the user t specify all f the cntent fr the reprt. By fllwing the example abve the user has already selected a template (ex. Tabular with Heading) and data (ex. student table) t be included. Nw it is time t refine the reprt. Quick Reference Guide Chalkable_ INFcus Basics 6

7 Primary Tabs There are three primary tabs tward the upper left f the page File, Insert and Settings. File Tab: New: Click t create a new reprt. Open: Click t pen a previusly saved reprt. Save: Save the current reprt. Save As: Save a previusly saved reprt with a new name/lcatin. Preview: Click t view the reprt by clicking Preview n the File tab r clicking the preview icn. Insert Tab: Insert additinal ptins int the reprt. As items are selected the user will ntice the items display in the sample view n the left hand side f the screen: Header: Already selected because, in this example, when initially setting up the reprt the user selected t create a Tabular Reprt With Header. If it had nt previusly been selected the user culd select t add a header here. Table: Insert additinal tables which can then be mdified t cntain different clumns, grupings, srts, filters, etc. Crsstab: Gives user the ability t display jint distributins f data frm three separate clumns. The results f the crss tabulatin are displayed in table frmat. Every crsstab table cnsists f three clumns Header, Label and Values. Chart: Allws varius types f charts t be built t blster a reprt. Charts prvide a visual representatin f data utilizing different styles and types. The fllwing chart types are available Pie, Bar, Line/Spline/Area and Scatter. IDV: An analysis tl that prvides a versatile way t interact with data in a chart r table. The IDV chart can display data in a table, pie chart, grid chart, line chart r area chart. Use the IDV t perfrm quick calculatins n the data r create "what-if" scenaris by filtering clumns ut f the reprt. Heat Map: Useful fr giving users quick views f large amunts f data t find trends and anmalies at-aglance. Label: Insert a nte that will print n the bttm f each page f the reprt. Image: Used t insert a file r an URL int the printed reprt. Exprts: Gives user the ability t exprt the reprt t a specific file type. Quick Reference Guide Chalkable_ INFcus Basics 7

8 Searchable Reprt presents the reprt in a single-page view. The CTRL-F shrtcut is then available t search the entire reprt. Printable Paging presents the reprt in a view that is suitable t print. Exprt t Excel saves the reprt in Micrsft Excel frmat. If Micrsft Excel is installed, the reprt can be edited as an Excel spreadsheet frm the brwser windw. Exprt t Wrd saves the reprt in Micrsft Wrd frmat. If Micrsft Wrd is installed, the reprt can be edited as a Wrd dcument frm the brwser windw. Exprt t PDF saves the reprt as a PDF (Prtable Dcument Frmat), which can be viewed with Adbe Reader and edited with Adbe Acrbat. Exprt t CSV saves the reprt t a cmma-delimited frmat. The file can be viewed with Micrsft Excel. Exprt t XML saves the reprt data in XML frmat. The XML dataset is viewable frm Internet Explrer. Add t Archive saves a cpy f the current reprt t the archive. Archiving is a great way t backup a reprt befre it is mdified. Send PDF Reprt by exprts the reprt t PDF frmat and attaches it t s sent t selected recipients. Settings Tab: Cntains ptins t mdify the Paging r the reprt r the Style f the layut. Navigatin Pane The navigatin pane is a quick preview f the reprt. If the user clicks the Insert tab and adds tables, graphs, exprts, etc. t the reprt these items will als display in the navigatin pane. The user may click the X next t an item t remve it frm the reprt. Data Surce Shws the tables that have been selected t include in the reprt. Click Mdify Data Surce t add tables t the reprt, create/mdify calculated clumns, define statistical clumns, change the srt f the reprt r mdify the filter f the recrds t be included in the reprt. Header Infrmatin Tab Quick Reference Guide Chalkable_ INFcus Basics 8

9 Date: Check t include the date that the reprt was generated in the reprt header. Time: Check t include the time that the reprt was generated in the reprt header. Table Clumns Tab On the previus step the user selected the table f data t be included n the reprt (ex. Student). Nw it is time t select the actual fields (clumns) f infrmatin t include n the reprt. T select the fields (clumns) t be included n the reprt click the Table Clumns tab. Include the fllwing fields by selecting the field frm the list n the left and clicking the right arrw this example the fields shuld be added in the rder belw: t mve the field t the list n the right. Fr Schl Grade Level Name Birth Date Ethnicity Gender Quick Reference Guide Chalkable_ INFcus Basics 9

10 Clumn Cnfiguratin Tab The Clumn Cnfiguratin tab allws users t rename clumn headings. Additinal ptins include the ability t srt by certain clumns when generating the reprt. Users may als mdify the alignment f clumns. Check bx: Click the check bx next t the name f the clumn and use the up and dwn arrws t mve the clumn up r dwn in the rder f fields n the reprt. Clumn: The default name f the clumn in the table. Header: Rename clumn headings t shrten and/r make them mre meaningful. Grade Level: Rename t GL. Birth Date: Rename t DOB. Srtable: Check fields t be srtable. When the user generates the reprt they will be able t srt by the clumns selected. In this example, check the fllwing? Schl GL Name Race Gender Summary: Click t view a summary f the data in this field. Frmat: Select the frmat fr the field. Mre cmmnly used t mdify numeric clumns. Width: Enter a number t mdify the default f the width f the field. Number is in pixels. Alignment: Fields are mstly left-aligned by default. Users may als select t Center r Right align. Style: Click t mdify the verall style f the field. Quick Reference Guide Chalkable_ INFcus Basics 10

11 Gruping Tab The Gruping tab is used t establish the way data is gruped within the reprt. This ptin will be cvered in mre detail in later examples. Table Settings Tab The Table Settings tab includes the fllwing ptins: Quick Reference Guide Chalkable_ INFcus Basics 11

12 Title: The Title will be displayed abve the display table in the generated reprt. Shw Recrd Cunt: Check t The Shw Recrd Cunt ptin will display the number f rws at the bttm f the reprt. Include Rw Number: Check t display a rw number in the first clumn f the display table. Paging Style: Paging ptins can be added t a reprt that results in multiple pages f recrds. When the user generates the reprt t the screen they will have the ptin f navigating thrugh several pages f recrds r viewing all recrds n ne page. Select ne f the fllwing paging ptins: Interactive Paging: Displays a paging ptin that allws users t arrw thrugh pages f recrds. Numbered List: Displays a numbered paging ptin that allws users t select a numbered page f recrds t navigate. Append Rws: Displays a buttn n the first page f recrds that a user may click t view additinal recrds. Nne: All recrds will display n ne page. User will nt need t navigate thrugh multiple pages f recrds. Paging Lcatin: Set the lcatin f the paging cntrls n the reprt t Tp, Bttm r Bth. Rws Per Page: Set the number f rws displayed n the display table and drill reprts, respectively. Headers and summary rws are nt cnsidered in the number f rws per page. Only data rws are affected by these attributes Rws Per Sub-Reprt Page: Summary Rw Lcatin: Lcatin is nrmally at the bttm f the display table. It may be set t the tp f the display table just belw the clumn headers Shw Summary Rw: Typically displayed nce at the bttm f the display table. The Shw Summary Rw ptin may be set t repeat the summary rw n each page f the display table Table Width: Change the default table width using either pixels r percentage. Fr the example f the Student List reprt that is being created in this sectin, try using the fllwing settings: Title: Student Table Listing Shw Recrd Cunt: Check Include Rw Number: Check Rws Per Page: 25 Nte: It is recmmended that users save changes t the Student Listing reprt at this pint. Saving The Reprt T save the reprt, click the File tab and then click Save. Alternately users may click the Save icn. Nte: When creating a tabular reprt the user must first select clumns n the Table Clumns tab befre they will be able t save the reprt. Quick Reference Guide Chalkable_ INFcus Basics 12

13 Reprt Name: Example Student Listing. Reprt Descriptin: Optinal. Reprt Expiratin Date: Optinal. The Reprt Expiratin ptin allws the reprt builder t enter a date when the reprt will n lnger be valid. The reprt will nt be deleted as f this date; hwever, the end users will nt be able t view the reprt. Destinatin Flder Type: Persnal r Shared. The Destinatin Flder Type allws the members f grups with Maintain INFcus rights t stre reprts either in the persnal flder fr their use nly r in the Shared flder fr all users. This ptin is viewable nly by users with Maintain INFcus rights Flder: Select a flder that is already created t help rganized reprts. Remember that users with Maintain INFcus rights have access t all reprts including reprts in ther users persnal flders. Nte: It is strngly recmmended t save the reprt ften during the setup prcess. Additinal Mdify Data Surce Optins In this sectin, the additinal settings that are available under the Mdify Data Surce ptin in the lwer left hand crner will be discussed in greater detail. Quick Reference Guide Chalkable_ INFcus Basics 13

14 Add/Remve Tab User the Add/Remve tab t check the tables f infrmatin that are t be used t create the reprt. In the Student Listing example, the user selected the Student table. See Add/Remve Tab n page 5 fr mre details. Calculated Clumns Tab Offers the ability t create new clumns fr the reprt based n a specified frmula applied t data frm existing clumns. Fr example, users can cmbine student last name field and first name field t create ne single student name field. This ptin is discussed in greater detail in later sectins. Statistical Clumns Tab Gives user the ability t create new clumns fr the reprt based n a particular statistic frm data in ther clumns. The fllwing statistical clumn types are available: Rank Reverse Rank Percentile Running Ttal Difference frm Previus Srt Tab The Srt tab is used t establish the rder f recrds within the reprt. Users may add multiple srting levels t the same reprt. T insert a new srt criteria click Add A Clumn and select the field frm the available list. Select whether t srt the recrds Ascending r Descending. Nte: T remve a srt criteria click the X t the right under the Actins clumn. In the Student Listing example, srt the reprt by the student s schl, then grade level, then name by perfrming the fllwing steps: Quick Reference Guide Chalkable_ INFcus Basics 14

15 Click Add a Clumn. Select Schl. Select Ascending. Click Add a Clumn. Select Grade Level. Select Ascending. Click Add a Clumn. Select Name. Select Ascending. Click OK t save the srting ptins and return t the reprt screen. Click t Save the changes t the Student Listing example. Click Preview t see the reprt. Sample 2: Tabular Advance During this example users will create a student listing fr the current Academic Sessin where the end user may als select the enrllment status f the students t be included in the reprt. The fllwing ptins are als discussed in this chapter: Cpy Reprt Calculated Clumns Adding Ask Parameters Adding Nn Ask Parameters Cpy Reprt T create this new reprt, the user will start with the Student Listing reprt that was created in the previus sectin f this dcument. G t the lcatin f the Student Listing reprt the user s Persnal Reprts flder r the Shared Reprts flder. In the fllwing example the Student Listing reprt was saved t the user s persnal flder. Click the icn t the right f the name f the Student Listing reprt. A menu will display. Quick Reference Guide Chalkable_ INFcus Basics 15

16 Select Cpy. Reprt Name: Enter a new name fr the new reprt. Ex. Sample 2 Student Listing. Mdify any ther ptins as desired. Fr saving ptins, refer t the sectin Saving The Reprt beginning n page 12. Click Save. The new reprt will display in the list f reprts. T mdify the reprt hver ver the icn t the right f the Sample 2 Student Listing reprt and click Mdify. Quick Reference Guide Chalkable_ INFcus Basics 16

17 Mdify Data Surce The fllwing example is t mdify the Sample 2 Student Listing Reprt t add tables t the reprt and insert calculated fields. Frm the main reprt screen click Mdify Data Surce in the lwer left hand crner. Add/Remve Tab Fr this example, additinal tables will be used in the reprt. The Student table is already selected. Select the fllwing tw additinal tables: Quick Reference Guide Chalkable_ INFcus Basics 17

18 Academic Sessin Grade Level Calculated Clumns Tab Fr this example, tw calculated clumns will be created. Frm the Mdify Data Surce screen click the Calculated Clumns tab. Tday: A field called Tday will be added t the list f available fields. This allws users t insert date filters (i.e., display students whse enrllment date is between Tday and the beginning f the academic sessin). Name: Enter the name Tday Definitin: Enter GETDATE() Click Save. The Tday field will display at the tp f the list f clumns t the left. Quick Reference Guide Chalkable_ INFcus Basics 18

19 LastFirstName: A field called LastFirstName will be added t the list f available fields. This will allw users t insert ne single clumn int the reprt that is a cmbinatin f the students last and first names. After saving the Tday field mentined abve click New. Name: Enter LastFirstName Click the Text drp dwn list and select Cncatenate. Quick Reference Guide Chalkable_ INFcus Basics 19

20 A new windw will display. While the String1 field is selected scrll dwn the list n the left and select Last Name. Click in the String 2 field and select First Name frm the list n the left. Click OK. Ntice in the Definitin field that the last name and first name are tgether. If nt mdified, the student name will print with n spaces (ex. SmithMary). A blank space and cmma shuld be entered s that, when used in a reprt, the student name will print with a space and cmma between the last and first names (ex. Smith, Mary). T make this change click in the Definitin field and place the cursr immediately AFTER the + symbl. Enter, +. When finished the line shuld appear as belw. Quick Reference Guide Chalkable_ INFcus Basics 20

21 Click Test. Click Save. Nte: The Calculated Clumns added here are fr this reprt nly and are nt available in ther reprts. The calculated clumns will need t be created fr each reprt where these fields are desired. The LastFirstName field will display in the Clumns list t the left. Srt Tab The Srt tab is used t establish the rder f recrds within the reprt. Users may add multiple srting levels t the same reprt. T insert a new srt criteria click Add A Clumn and select the field frm the available list. Select whether t srt the recrds Ascending r Descending. Nte: In the previus Student Listing example, fields were listed with just the primary name (Grade Level, Ethnicity, etc.). In this Sample 2 Student Listing example, several tables are being used t create the reprt (Student, Academic Sessin and Grade Level See the sectin Add/Remve Tab n page 17). Therefre, when the user clicks the drp dwn arrw they will nw see the name f the table fllwed by a perid and then the name f the field. Fr example, the Student.Schl field indicates that the data is being pulled frm the Student table and frm the Schl field. In the user selected a srt field f Academic Sessin.Schl ptin, the data wuld be pulling frm the Academic Sessin table and the Schl field. In this Sample 2 Student Listing that was cpied frm the previus example, the reprt was already srted by Schl, Student Grade Level and Student Name. Quick Reference Guide Chalkable_ INFcus Basics 21

22 In this example, click the Student.Grade Level ptin and change it t Grade Level.Sequence. When grade levels are created in InfrmatinNOW they are text based. Therefre it is pssible that the reprt wuld appear ut f grade level rder because, by selecting Student.Grade Level they wuld ptentially be srted as fllws which is nt in numeric rder but in text rder: 0,09,1, 10,11,12,2,3,4,5,6,7,8,K,PK. T crrect this, click the drp dwn arrw next t Student.Grade Level and select Grade Level.Sequence. By using the Sequence field in the Grade Level table the students will be srted in the crrect numeric rder. Filter Tab The Filter tab allws users t establish the recrds that will be included in the reprt. It als allws the creatr f the reprt t set up ptins where the user will be able t select the filter f recrds t be included when they generate the reprt. Nn-Ask Parameter: In the fllwing example the reprt will be filtered t include nly the recrds frm the current academic sessin. The user will nt be asked t select the academic sessin when generating the reprt s it is cnsidered a nn-ask parameter: Click Add A Parameter. Clumn: Select Calculated Clumns: Tday. Quick Reference Guide Chalkable_ INFcus Basics 22

23 Operatr: Between. Values: Other Data Clumn Select Academic Sessin.Start Date. Click OK. Other Data Clumn Select Academic Sessin.End Date Ask Parameter: In the fllwing example, the user will create an ptin where the user will be able t select the student s enrllment status when generating the reprt. Click Add A Parameter. AND Clumn: Select Student.Enrllment Status Operatr: In List Values: Click the search icn. A list f enrllment statuses will display t the right. Select all f the cdes and click OK t the right f the list. The list will be mved t the Values field. Ask In Reprt: Check this ptin. Captin: Enter Enrllment Status. Cntrl Type: List (multi select) Display this parameter: Click Next t the previus parameter. Click OK. Click OK t clse the Mdify Data Surce screen. Quick Reference Guide Chalkable_ INFcus Basics 23

24 Table Clumns Tab T select the fields t be included n the reprt, click the Table Clumns tab. Include the fllwing fields by selecting the field frm the list n the left and clicking the right arrw t mve the field t the list n the right. In this Sample 2 Student Listing example: Remve Student.Name Add Calculated Clumns.LastFirstName Clumn Cnfiguratin Tab The Clumn Cnfiguratin tab allws users t rename clumn headings. Additinal ptins include the ability t srt by certain clumns when generating the reprt. Users may als mdify the alignment f clumns. In the fllwing Sample 2 Student Listing example: Rename LastFirstName clumn t Name. Check Srtable next t the Name (LastFirstName) field. Quick Reference Guide Chalkable_ INFcus Basics 24

25 Table Settings Tab Fr the Sample 2 Student Listing example d the fllwing: Uncheck Shw Recrd Cunt. Uncheck Include Rw Number Click t Save the changes t the Sample 2 Student Listing example. Click t Preview t see the changes. Sample 3: Gruping, Aggregates and Exprts In the fllwing example the Sample 2 Student Listing reprt will be cpied and then mdified by adding gruping, grup aggregates and exprt ptins. Optins discussed include: Gruping Gruping Aggregates Exprts Create Reprt G t the lcatin f the Sample 2 Student Listing reprt the user s Persnal Reprts flder r the Shared Reprts flder. In the fllwing example the Sample 2 Student Listing reprt was saved t the user s persnal flder. Click the icn t the right f the name f the Sample 2 Student Listing reprt. A menu will display. Select Cpy. Reprt Name: Enter a new name fr the new reprt. Ex. Sample 3 Student Listing. Mdify any ther ptins as desired. Fr saving ptins, refer t the Saving The Reprt sectin beginning n page 12. Click Save. Quick Reference Guide Chalkable_ INFcus Basics 25

26 The new reprt will display in the list f reprts. T mdify the reprt hver ver the icn t the right f the Sample 3 Student Listing reprt and select Mdify. Gruping Tab Users may grup students n the reprt based n specific criteria. T grup fields n the reprt click the Gruping tab. Select Gruped Flat-Table. Add layer based n the Student s schl Select Gruped Flat-Table. Click Add Gruping Layer. Mve Schl t the right. Click OK. Add 2 nd layer based n Student s grade level and gender Click Add Gruping Layer. Mve Grade Level and Gender t the right. Nte: The rder the clumns are gruped determines the rder the clumns appear in the table. Click OK. Quick Reference Guide Chalkable_ INFcus Basics 26

27 Click Preview t view the changes in the reprt. Ntice hw the infrmatin is gruped by schl and then by grade level and gender. Add Aggregates (Ttals) Fr Each Gruping In the fllwing example add aggregates (ttals) fr the varius gruping levels in the reprt. Add ttal fr Student.Schl. Click the Edit icn next t the first gruping layer. Click Shw All Attributes. Click Add An Aggregate Clumn. Quick Reference Guide Chalkable_ INFcus Basics 27

28 Clumn: Select Student.Schl. Aggregate Functin: Select Cunt. Label: Enter Ttal. Check Insert a page break between grups n PDF Exprt. Click OK. Add ttal fr Student.Grade Level. Click the Edit icn next t the secnd gruping layer. Click Add an Aggregate Clumn. Quick Reference Guide Chalkable_ INFcus Basics 28

29 Clumn: Select Grade Level. Aggregate Functin: Select Cunt. Label: Enter Ttal. Click OK. Click t Preview the reprt t see the changes. Ntice that there is nw a ttal at the end f each grade level/gender sectin. There is als a ttal fr the schl. Exprt Optins Users may add exprt ptins t the reprt. This will allw users t exprt the infrmatin when generating the reprt. T add the ability t exprt data click the Insert tab. Quick Reference Guide Chalkable_ INFcus Basics 29

30 Click Exprts. Check the exprt ptins that shuld be available t users when generating the reprt. Click t Save the Sample 3 Student Listing reprt. Click Preview t view the changes. Sample 4: Drill-Dwn, Gruping and Advanced Clumn Cnfiguratin In the fllwing example the Sample 3 Student Listing reprt that was created during the previus sectin will be cpied and used t create Sample 4 Student Listing. During this sectin the fllwing ptins will be discussed. Grup Drill-Dwn Grup Summary Advance Clumn Cnfiguratin Clumn Summary Clumn Width Clumn Alignment Create Reprt G t the lcatin f the Sample 3 Student Listing reprt the user s Persnal Reprts flder r the Shared Reprts flder. In the fllwing example the Student Listing reprt was saved t the user s persnal flder. Click the icn t the right f the name f the Sample 3 Student Listing reprt. A menu will display. Select Cpy. Reprt Name: Enter a new name fr the new reprt. Ex. Sample 4 Student Listing. Mdify any ther ptins as desired. Fr saving ptins, refer t the Saving The Reprt beginning n page 12. Click Save. The new reprt will display in the list f reprts. T mdify the reprt hver ver the icn t the right f the Sample 4 Student Listing reprt and select Mdify. Quick Reference Guide Chalkable_ INFcus Basics 30

31 Table Clumns Tab Fr the Sample 4 Student Listing example in this sectin, add the student enrllment status field t the reprt. Click the Table Clumns tab. Mve the Student.Enrllment Status field t the clumn n the right. Gruping Tab Adding grup drill-dwn ptins t the reprt ffers viewers the ability t cntrl the appearance f the reprt by hiding and shwing sub-reprts fr each recrd in the gruping clumn. Click the Gruping tab. Change Gruped Flat-Table t Gruped Drill-Dwn. Click t edit the first gruping layer that was created in the previus chapter. Quick Reference Guide Chalkable_ INFcus Basics 31

32 Click the X next t the Student.Schl aggregate t remve this ttal frm the reprt. Enter the fllwing in the Summary Clumn Optins and Settings sectins belw: Summary Clumn Optins: Select Aut-generated clumn (drill-dwn enabled). Aut-generated summary clumn settings: Clumn header: Enter Recrds Suffix: Enter Students. Include summary rw fr Summary clumn: Check this bx. Quick Reference Guide Chalkable_ INFcus Basics 32

33 Captin: Enter Ttal Students. Shw an ptin t Expand/Cllapse all drill-dwn rws: Check this bx. Click OK. Click t edit the first gruping layer that was created in the previus chapter. Summary Clumn Optins: Select Gruping/Aggregate clumn (drill-dwn enabled). Select Student.Gender t the right. Click OK. Click Save. Click Preview. Ntice that instead f displaying all students, the reprt is nw a drill-dwn reprt. Quick Reference Guide Chalkable_ INFcus Basics 33

34 A list f schls will display with a link t the right shwing the number f students in the schl. Click the number f students t view a break dwn by gender and grade level fr that schl. Click the gender t view a list f the students fr that gender and grade level. Advanced Clumn Cnfiguratin Tab Summary Add a summary rw that prvides a cunt fr the clumn. Fr example, add a cunt f the number f students in the Enrlled Status clumn. On the Clumn Cnfiguratin tab click the Summary icn next t the Enrllment Status. Click Add A Summary. Enter the fllwing: Quick Reference Guide Chalkable_ INFcus Basics 34

35 Name: Leave at AGGR1 Label: Enter Ttal Students. Summary: Leave at Cunt. Frmat: Leave at (nne). Click OK. Click Save. Click Preview. Ntice the new Ttal Students cunt at the bttm f the reprt. Width The table clumns widths are set t specific defaults but may be t narrw depending n the data cntained in the clumn. Mdify t increase clumn width t make the table easier t read r t eliminate wrd wrapping. Values are in pixels and may require trial and errr t determine the best width. Fr the Sample 4 Student Listing reprt change the widths t the fllwing: Schl: 200 Grade Level: 100 LastFirstName: 200 Birth Date: 100 Ethnicity: 200 Gender: 100 Enrllment Status: 150 Alignment The alignment fr text within each clumn can be set t Left, Right r Center. In the Sample 4 Student Listing example, change the alignment as fllws: Quick Reference Guide Chalkable_ INFcus Basics 35

36 Schl: Left Grade Level: Left LastFirstName: Center Birth Date: Center Ethnicity: Center Gender: Left Enrllment Status: Center Click t Save changes. Click t Preview the reprt. Sample 5: Basic Crsstab Create a crsstab reprt that prvides a cunt f students by schl and lunch prgram. Tpics in this example include the fllwing: Add Crss tab Header Values Label Values Values Clumn Create Reprt G t Persnal Reprts flder r Shared Reprts flder. Select Add and then Reprt. Quick Reference Guide Chalkable_ INFcus Basics 36

37 Select Crsstab Reprt and click OK. The Select r Mdify Data Surce screen will display. Add/Remve Tab The Add/Remve tab will display. Select the fllwing tables in this rder: Student Academic Sessin Grade Level Lunch Prgram Quick Reference Guide Chalkable_ INFcus Basics 37

38 Calculated Clumns Tab In the fllwing example, a calculated clumn will be created fr Tday that can be used when setting the filter f the reprt. Name: Enter the name Tday Definitin: Enter GETDATE() Click Save. The Tday field will display at the tp f the list f clumns t the left. Srt Tab In the fllwing example, the srting f the reprt will be established. Click Add a Clumn. Select Student.Schl. Select Ascending. Click Add a Clumn. Select Grade Level.Sequence. Select Ascending. Quick Reference Guide Chalkable_ INFcus Basics 38

39 Click Add a Clumn. Select Student.Lunch Prgram. Select Ascending. Filter Tab Filter the recrds in the reprt t nly thse within the current academic sessin. Click the Filter tab. Click Add a Parameter. Set up the fllwing: Clumn: Select Calculated Clumns.Tday Operatr: Select Between. Specific Values: Other Data Clumn Academic Sessin.Start Date Other Data Clumn Academic Sessin.End Date Click OK. Click OK t clse the Mdify Data Surce screen. Click t Save the reprt. Click Preview. Quick Reference Guide Chalkable_ INFcus Basics 39

40 Crsstab Cnfiguratin Tab The Crsstab Cnfiguratin tab allws users t set up the crsstab table t display the data in a meaningful way. A crsstab reprt cntains three cmpnents: Header Values Clumn: The clumn that prvides the unique values in the header (tp) rw. In this example select Lunch Prgram.State Cde. Nte: In the abve example, Lunch Prgram.Descriptin was selected s that the clumn headings (Unreduced, Free Lunch, Reduced Lunch) wuld be mre meaningful than just the state cdes f U, F r R. Label Values Clumn: The first clumn in the table. In this example select Student.Schl. Values Clumn: The cunt f unique recrds fr the table. In this example select Student.Age t get a cunt f each student in the schl. Select the Aggregate Functin f Cunt. Click Preview. Quick Reference Guide Chalkable_ INFcus Basics 40

41 Crsstab Settings Tab T change the reprt title, rws per page, etc. click the Crsstab Settings tab. Fr this example set the fllwing: Title: Enter Tday Lunch Cunt. Rws Per Page. Set t 25 Insert Tab T insert extra ptins n the reprt click the Insert tab. Header Click t add an verall header t the reprt. When the user clicks Header, the Header Infrmatin tab will display in the wrk area belw. Quick Reference Guide Chalkable_ INFcus Basics 41

42 Date: Check t include the date that the reprt was generated in the header f the reprt. Time: Check t include the time that the reprt was generated in the header f the reprt. Exprts Click t add exprt ptins t the reprt. When the user clicks Exprts, the Exprt Optins tab will display in the wrk area belw. Select the exprt ptins that will display fr the user when they generate the reprt. In this example check the PDF and Send Reprt By ptins. Quick Reference Guide Chalkable_ INFcus Basics 42

43 Sample 6: Crsstab With Multiple Label Values In the fllwing example the Lunch Cunt reprt frm the previus sectin will be cpied and mdified t create a crsstab reprt that prvides a cunt f students by schl and grade level and lunch prgram. Tpics include: Additinal Layers fr Label Values Summary Rw Summary Clumn Create Reprt G t the lcatin f the Tday Lunch Cunt reprt the user s Persnal Reprts flder r the Shared Reprts flder. In the fllwing example the Tday Lunch Cunt reprt was saved t the user s persnal flder. Click the icn t the right f the name f the Tday Lunch Cunt reprt. A menu will display. Select Cpy. Reprt Name: Enter a new name fr the new reprt. Ex. Tday Lunch Cunt With Labels. Mdify any ther ptins as desired. Fr saving ptins, refer t the Saving The Reprt beginning n page 12. Click Save. The new reprt will display in the list f reprts. T mdify the reprt hver ver the select Mdify. icn t the right f the reprt and Crsstab Cnfiguratin Tab The Crsstab Cnfiguratin tab can be used t add additinal label value layers. Als add Summary Rw r Summary Clumn. Click Shw All Attributes. Quick Reference Guide Chalkable_ INFcus Basics 43

44 Add Student Grade Level Label Value Clumn Click Add A Layer under the Label Values Clumn sectin f the Crsstab Cnfiguratin tab. Select the fllwing ptins: Clumn: Select Student.Grade Level. Header: Change t GL Srtable: D nt check. Frmat: Leave at (nne). Alignment: Leave at Left. Click OK. Ntice that the schl names are nw hyperlinks. The end user will click n the schl name t see the grade level break dwns. Summary Rw The summary rw is a rw that cntains the aggregate f each header value. In this sample, the summary rw is the ttal students in each lunch status. The summary rw will applicable t each layer. Scrll dwn the Crsstab Cnfiguratin tab t the bttm. Check t Include the Summary Rw. Quick Reference Guide Chalkable_ INFcus Basics 44

45 Additinal ptins will display. Select the fllwing: Captin: Enter Ttal By Lunch Prgram. Aggregate Functin: Select Sum. Frmat: Select Integer. Click Save. Click Preview. Ntice the new Ttal by Lunch Prgram at the bttm f the reprt. Summary Clumn The summary clumn is a clumn that cntains the aggregate f each label value. In this sample, the summary clumn is the ttal students in each schl r grade level, depending n the layer. Scrll dwn the Crsstab Cnfiguratin tab t the bttm. Check t Include the Summary Rw. Quick Reference Guide Chalkable_ INFcus Basics 45

46 Additinal ptins will display. Select the fllwing: Header: Enter Ttal By Schl/GL. Aggregate Functin: Select Sum. Frmat: Select Integer. Click Save Click Preview. Ntice the new Ttal By Schl/GL clumn t the right. Sample 7: Lunch Pie Chart In this sectin we will create a pie chart reprt that prvides a cunt f students by lunch prgram. Included in this sectin are the fllwing tpics: Legend Quick Reference Guide Chalkable_ INFcus Basics 46

47 3D Chart Animated Chart Create Reprt Frm the Persnal Reprts r the Shared Reprt flder click Add and select Reprt. Select the Blank Reprt template and click OK. Frm the Insert tab select the fllwing: Header Chart Click Chart. Under the Pie sectin select Pie r 3D Pie. The tw items selected will display in the Navigatin Pane t the left. Click Mdify Data Surce. Quick Reference Guide Chalkable_ INFcus Basics 47

48 Add/Remve Tab Frm the Mdify Data Surce screen and n the Add/Remve tab select the fllwing tables: Student Academic Sessin Grade Level Lunch Prgram Calculated Clumns Tab Create a field called Tday that will be used when filtering recrds. Name: Enter Tday. Quick Reference Guide Chalkable_ INFcus Basics 48

49 Definitin: Enter GETDATE(). File Tab Save the reprt ften during the reprt creatin phase. Click the File tab and then click Save r click the save icn. Fr this example save the reprt as Sample 7 Lunch Pie Chart. Srt Tab Add the fllwing three srt criteria. Student.Schl Grade Level.Sequence Student.Lunch Prgram Filter Tab T filter the reprt t lunch recrds fr the current academic sessin nly, click the Filter tab and perfrm the fllwing steps: Click Add a Parameter. Set up the fllwing: Clumn: Select Calculated Clumns.Tday. Operatr: Select Between. Values: Other Data Clumn - Academic Sessin.Start Date Other Data Clumn Academic Sessin.End Date Ask in Reprt: D nt check. Quick Reference Guide Chalkable_ INFcus Basics 49

50 Display this parameter: In a new line. Click OK. Click OK t exit the Mdify Data Surce screen. Click t Save the reprt. Click the Chart Settings tab. Set the fllwing: Chart Settings Tab Basic Settings Label Clumn: Set Clumn t Lunch Prgram.State Cde. Data Clumn: Clumn: Select Student.Academic Sessin. Aggregate: Select Cunt. Shw Data Values: Check this bx. Allw Resizing: D nt check. Click t Preview the reprt. Quick Reference Guide Chalkable_ INFcus Basics 50

51 Advanced Settings Clse the Preview f the reprt. On the Chart Settings tab click Shw All Attributes t display additinal reprt ptins. Additinal fields are nw available. Select the fllwing fr this example. Title: Enter a title t print at the tp f the reprt. Legend: Quick Reference Guide Chalkable_ INFcus Basics 51

52 Include Legend: Check this bx. Psitin: Select Side r Bttm. Preview the reprt t see the changes. Sample 8: Bar Graph Chart In the fllwing example the Sample 7 reprt will be cpied and mdified t create a bar graph reprt that prvides a cunt f students by lunch prgram. Included in this sectin are the fllwing tpics: Add Bar Chart Labels (Captins) Crsstab Clumn Create Reprt G t the lcatin f the Sample 7 Lunch Pie Chart reprt the user s Persnal Reprts flder r the Shared Reprts flder. Click the icn t the right f the name f the Sample 7 Lunch Pie Chart reprt. A menu will display. Select Cpy. Reprt Name: Enter a new name fr the new reprt. Ex. Sample 8 Lunch Bar Graph Chart. Mdify any ther ptins as desired. Fr saving ptins refer t the Saving The Reprt beginning n page 12. Click Save. The new reprt will display in the list f reprts. T mdify the reprt hver ver the select Mdify. icn t the right f the reprt and Remve Pie Chart In the Navigatin Pane t the left, lcate the Pie Chart that was created fr Sample 7. Click the X next t the pie chart t remve it frm this sample. Quick Reference Guide Chalkable_ INFcus Basics 52

53 Insert Tab Click the Insert tab and select Chart. Select Bar and then Bar Chart. Chart Settings Tab Frm the Chart Settings tab, select the fllwing: Nte: If Shw Minimum Attributes is displayed at the tp, click it t hide the advanced attributes, leaving nly the basic minimum attributes. Label Clumn (x-axis): Select Lunch Prgram.State Cde. Data Clumn (y-axis): Clumn: Select Student.Academic Sessin Aggregate: Select Cunt. Click t Save the reprt. Click t Preview the reprt. Advanced Chart Settings Click Shw All Attributes. Select the fllwing: Title: Enter a title t print at the tp f the reprt. Ex. Lunch Bar Graph Chart Label Clumn (x-axis): Leave Captin field blank. Data Clumn (y-axis): Enter the Captin # f Students. Click t Preview the reprt. Click t Save the reprt. Quick Reference Guide Chalkable_ INFcus Basics 53

54 Using Crsstab Bar Chart The Crss Tab Bar Chart can cnsist f ne crsstab clumn. T add a crsstab bar chart, click the Insert tab. Select Chart, then Bar and then Crsstab. Nte: T change the type f bar graph in the reprt, the user may als click the Pencil icn next t the chart in the Navigatin Pane and select a different chart type. Select the new chart type and click OK t save the changes. In this sample, the crsstab clumn will be based n the student s gender. The reprt will prvide lunch cunts with a breakdwn based n the student s gender. Crsstab Clumn: Select Student.Gender. Legend: Check Include Legend. Click t Preview the reprt. Click t Save the reprt. Quick Reference Guide Chalkable_ INFcus Basics 54