User Guide Version v PDF Free Download

2015 Exag Inc. All rights reserved. User Guide Versin v2015.1 Exag Reprting is a registered trademark f Exag, Inc. Windws is a registered trademark f Micrsft Crpratin in the United States and ther cuntries. All ther cmpany and prduct names mentined may be trademarks f the respective cmpanies with which they are assciated. Exag Inc. makes a sincere effrt t ensure the accuracy f the material. The cntent f this manual is furnished fr infrmatinal use nly, is subject t change withut ntice, and shuld nt be cnstrued as a cmmitment by Exag Inc. Exag Inc. assumes n respnsibility r liability fr any errrs r inaccuracies that may appear in this dcument. Except as permitted by licensing agreement, n part f this publicatin may be reprduced, stred in a retrieval system, r transmitted, in any frm r by any means, withut the prir written permissin f Exag Inc. Exag Inc. strives t prvide ur custmers with high-quality printed and nline dcumentatin. If yu have any cmments r suggestins n hw we can imprve ur dcumentatin fr yur use, please cntact us at: inf@exaginc.cm

Exag, Inc. Tw Enterprise Drive Sheltn, CT 06484 USA Phne................................ 203.225.0876 Fax................................... 203.926.9505 E-mail......................... sales@exaginc.cm Web....................... http://www.exaginc.cm Supprt & develpment Phne................................ 845.481.5221 Fax................................... 845.255.0209 E-mail....................... supprt@exaginc.cm Web....................http://www.exagsupprt.cm Blg.........http://ad-hc-reprting-blg.exaginc.cm 2 Exag Inc.

Table f Cntents Table f Cntents... 3 Abut... 6 Supprted Brwsers... 6 Navigatin... 6 Types f Reprts... 7 Creating New Reprts... 9 New Standard Reprt Wizard... 11 Name Tab... 11 Categries Tab... 12 Srts Tab... 13 Filters Tab... 14 Layut Tab... 15 New CrssTab Wizard... 19 Name Tab... 19 Categries Tab... 20 Filters Tab... 21 Layut Tab... 22 Express Reprt Wizard... 30 Name Tab... 30 Categries Tab... 31 Srts Tab... 32 Filters Tab... 32 Layut Tab... 33 Optins Tab... 39 Searching Reprts... 42 Flder Management... 43 Editing Reprts... 44 Reprt Designer... 45 Design Grid... 47 Sectins... 47 Clumns and Rws... 49 Cells... 52 Using Page Breaks... 52 Data Menu... 53 Adding Data Fields t a Reprt... 53 Tlbar... 54 Saving Reprts... 54 Und/Red... 54 Fnt & Alignment Optins... 54 Frmatting Cells... 55 AutSum... 59 Images... 59 Functins... 59 Suppress Duplicates... 60 Charts... 60 Maps... 70 Linked Reprts... 75 3 Exag Inc.

Gauges... 77 CrssTabs... 79 Renaming Reprts... 85 Changing... 86 Changing Data Categries... 86 Changing Srts... 87 Changing Filters... 88 General Optins... 89 Interactive HTML Optins... 91 Advanced Optins... 94 Dcument Template... 96 Duplicating Reprts... 98 Deleting Reprts... 99 Scheduling Reprts... 100 Schedule Reprt Wizard... 101 Recurrence Tab... 102 Parameters Tab... 103 Filters Tab... 103 Recipients Tab... 105 Email Reprt... 106 Manage Scheduled Reprts... 107 Running Reprts... 108 Interacting with HTML Reprts... 108 Changing Styling... 108 Resizing Clumns... 109 Applying Interactive Filters... 109 Cnditinal Filters... 110 Changing Srts... 110 Hiding Clumns... 111 Saving & Clearing Changes... 112 Exprting t Other Frmats... 112 Creating and Editing Dashbards... 113 Dashbard Designer... 113 Dashbard Items... 114 Tlbar... 122 Frmulas... 126 Functins... 126 Parameters... 126 Data Fields... 126 Referencing a Cell... 126 Using Frmulas... 127 Frmula Editr... 127 Manual Frmulas... 127 Full f Parameters... 129 Quick List f Functins... 130 Full f Functins... 131 Aggregate Functins... 132 Lgical Functins... 134 Date Functins... 136 4 Exag Inc.

Financial Functins... 140 Database & Data Type Functins... 147 Arithmetic & Gemetric Functins... 149 String Functins... 156 Frmatting Functins... 158 Other Functins... 159 Other... 161 User Preferences... 161 Startup Reprts... 161 Cntext Sensitive Help... 162 5 Exag Inc.

Abut This applicatin is a pwerful yet easy-t-use reprting tl. It runs in yur web brwser and des nt require any dwnlads. Supprted Brwsers Supprted brwsers include: Firefx 3+ Internet Explrer 8+ Ggle Chrme Safari Navigatin This applicatin cnsists f tw sectins. On the left is the Main Menu and n the right are Tabs. The Main Menu displays the available reprts, flders and buttns. Tabs can cntain the new reprt wizard, reprt utputs, design windws, r help pages. Main Menu Thrugh the main menu yu can: Create new reprts. 6 Exag Inc.

Search fr reprts. Read reprt descriptins. Generate reprts as HTML, Excel, CSV, RTF and PDF. Duplicate reprts t save time setting up reprts that are similar. Edit reprts. Delete reprts that are nt needed Schedule reprts t be emailed. Manage flders and reprt strage. Click the arrws ( ) t hide the main menu. These arrws are lcated between the main menu and the tabs. Tabs The right sectin is made up f tabs cntaining the new reprt wizard, reprts utputs, design windws, r help pages. Tabs can be clsed by clicking the x t the right f the tab name. Tabs can als be rearranged by clicking and dragging them as desired. Types f Reprts This applicatin has three types f reprts. 7 Exag Inc.

Express Reprts This simplified reprt designer enables yu t quickly build reprts with basic layuts and calculatins. Fr mre infrmatin see Express Reprts. Standard Reprts This type f reprt uses an intuitive grid t layut data and labels. Standard reprts can prvide mre cmplex sectins t grup data and make specialized calculatins. Fr mre infrmatin see Reprt Designer. Crsstabs Reprts Crsstab reprts utilize the Standard Reprt Designer but the reprt may expand bth hrizntally and vertically based n data. Fr mre infrmatin see CrssTabs. Dashbards An HTML canvas t cmbine and display reprts, data visualizatins, images, text and web pages. Fr mre infrmatin see Dashbards. 8 Exag Inc.

Creating New Reprts T create a new reprt, click the New Reprt Buttn. This will launch the New Reprt Wizard in a new tab. The New Reprt Wizard has five sub tabs. Only the Name and Categries tabs are required. 1. Name: Give the reprt a title and specify a flder fr the reprt and add an ptinal descriptin t display in the Main Menu. 2. Categries: Select the Data Categries yu want t access n the reprt. 3. Srts: (ptinal) Select the Data Fields yu want t srt by. 4. Filters: (ptinal) Select the Data Fields yu want t filter by. 5. Layut: (ptinal) Select the Data Fields yu want t appear n the reprt. Nte: Depending n the permissins yu ve been given the New Reprt Buttn may pen a drpdwn menu t create different types f reprts. 9 Exag Inc.

Click the New Express Reprt Buttn ( ) t create an express reprt. See Express Reprts. Click the New Standard Reprt buttn ( ) t create a regular reprt. See New Reprt Standard Wizard. Click the New CrssTab Reprt buttn ( ) t create a CrssTab reprt. See New CrssTab Wizard. Click the New Dashbard buttn ( ) t create a Dashbard. See Creating and Editing Dashbards. 10 Exag Inc.

New Standard Reprt Wizard The New Standard Reprt Wizard is an interactive tl which will walk thrugh the prcess f creating a new standard reprt. All f the selectins made in the New Standard Reprt Wizard can be mdified in the Reprt Designer after the reprt is created. T navigate the wizard either click the desired tab r use the buttns at the bttm. The New Reprt Wizard has five sub tabs. The Name and Categries tabs must be cmpleted while the ther tabs are ptinal. Name Tab In the Name tab enter a reprt name and click n the Flder where the reprt will be saved. The reprt name can be up t 255 characters. Avid special characters such as? : / \ * < >. The reprt s descriptin appears at the bttm f the Main Menu when it is selected. The descriptin text is als used when searching fr a reprt. Nte: Yu cannt create a reprt inside a flder that is read-nly ( ). 11 Exag Inc.

Categries Tab In the Categries tab select the Data Categries that yu wuld like t have access t n the reprt. It is imprtant t understand tw terms: Data Categry and Data Field. Data Categry A Data Categry is a data bject that has several attributes. Ex. Students is a categry; each student has an ID, a majr, an advisr etc. Data Field A Data Field is a single attribute within a categry. Ex. Students.ID is the numeric value that identifies a specific student. 12 Exag Inc.

T srt by a Data Field either drag and drp it t the Srt By Clumn, use the Add buttn r duble-click it. Use the up and dwn arrws t indicate the srt pririty. Yu can srt each Data Field in ascending (A- Z) r descending (Z-A) rder. T remve a srt click the delete buttn ( ). Filters Tab In the Filters Tab create statements that will be used t filter the data when yu run the reprt. There is n limit t the number f filters that can be defined. Filters can be numeric (up t eight decimals) r alphanumeric. T filter a Data Field either drag and drp it t the Filter By clumn, use the Add buttn r duble-click it. Use the up and dwn arrws t indicate the filter pririty. T remve a filter click the delete buttn ( ). Set the peratr (equal t, less than, ne f, etc.) by selecting it frm the peratr drp-dwn. Set the filter value by either entering it manually r selecting a value frm the drpdwn. If the Data Field is a date the calendar and functin buttns can be used t select a value. Select AND With Next Filter t require that the selected filter and the ne belw it are bth true. Chse OR With Next Filter t require that either be true. 14 Exag Inc.

Check Grup With Next Filter t indicate the precedence f the filters. Check Prmpt fr Value t allw the filter t be mdified at the time the reprt is executed. Layut Tab In the Layut tab select the Data Fields that will appear n the reprt. Fr each Data Field chsen, the reprt will autmatically create a clumn header and place the Data Field in the detail sectin. Additinally, sub-ttals, grand ttals, and a page header/fter can be created. Display Data T place a Data Field n the reprt either drag and drp it t the Data Field clumn, use the Add buttn r duble-click it. Use the up and dwn arrws t indicate the rder the Data Fields shuld appear n the reprt. The Data Field at the tp will appear n the reprt as the left mst clumn. The Summary Functin clumn is used t make sub-ttals and grand ttals. See Sub- Ttals and Grand Ttals fr mre infrmatin. T remve a Data Field click the delete buttn ( ). Using the Summarize By bx yu can display sub-ttals, grand ttals r headers fr each unique value f a Data Field. Sub-Ttals and Grand Ttals 15 Exag Inc.

T display sub-ttals, check the bx f the categry yu want sub-ttals fr in the Summarize By bx. Then fr each Data Field yu want ttaled select a Summary Functin (see belw). T display grand ttals check the Grand Ttal bx. Then fr each Data Field yu want ttaled select a Summary Functin (see belw). Summary Functins: Sum: Ttals the all f the data in the Data Field. Cunt: Returns the number f rws in the Data Field. Average: Takes the mean f the data in the Data Field. Minimum: Displays the lwest value in the Data Field. Maximum: Displays the highest value in the Data Field. Data Headers A check bx will appear in the Summarize By bx fr each Data Categry in the Srts tab. T display a header fr each value f a Data Field click n the assciated Data Categry in the Summarize By bx a Header Menu will appear. T include a Header check the bx Include Header at the beginning. In rder t select the text that will appear as the header value, use the Header drpdwn t select a Data Field r use the Frmula Editr Buttn ( ) t create a frmula. Use the Summarize by each unique drpdwn t specify if the header shuld repeat based n a specific field r all the keys f a Categry. Check the bx Include Ttal at the end t have a sub-ttal created fr this Categry. Page Header T display infrmatin n the tp f each page, click Page Header belw the Summarize By bx. A Page Header Menu will appear. 16 Exag Inc.

Check the bx Include Title at the tp f every page t display the name f the reprt n each page. If an image is als included, use the psitin drpdwn t set where the title shuld appear and the number f clumns it shuld span. Use the Change Image buttn t uplad an image t display at the tp f each page. If a title is als included, use the psitin drpdwn t set where the image shuld appear and the number f clumns it shuld span. Fters T display infrmatin n the bttm f each page, click Page Fter belw the Summarize By bx. A Page Fter Menu will appear. Check the bx Include page number at the bttm f every page t display the page number n each page. If an image is als included, use the psitin drpdwn t set where the page number shuld appear and the number f clumns it shuld span. Use the Change Image buttn t uplad an image t display at the bttm f each page. If the page number is als included, use the psitin drpdwn t set where the image shuld appear and the number f clumns it shuld span. 17 Exag Inc.

Preview At the bttm f the layut tab a preview will display hw the reprt will appear based n the fields that have been added. Yu can increase the size f the preview r hide it all tgether by dragging r clicking the resize buttn ( ). 18 Exag Inc.

New CrssTab Wizard The New CrssTab Wizard is an interactive tl which will walk thrugh the prcess f creating a new reprt. All f the settings in the New Reprt Wizard can be mdified in the Reprt Designer after the reprt is created. T navigate the wizard either click the desired tab r use the buttns at the bttm. The New Reprt Wizard has five sub tabs. The Name, Categries and Layut tabs must be cmpleted while the ther tabs are ptinal. Name Tab In the Name tab enter a reprt name and click n the Flder where the reprt will be saved. The reprt name can be up t 255 characters. Avid special characters such as? : / \ * < >. A reprt s descriptin appears at the bttm f the Main Menu when it is selected. The descriptin text is als used when searching fr a reprt. Nte: Yu cannt create a reprt inside a flder that is read-nly ( ). 19 Exag Inc.

T add a Data Categry either drag and drp it t the Categry Name Clumn, use the Add buttn r duble-click it. T see what Data Fields are in a Data Categry click the infrmatin buttn ( ). Check the Suppress Duplicate buttn t suppress duplicate infrmatin frm appearing n the reprt. T remve a Data Categry click the delete buttn ( ). Filters Tab In the Filters Tab create statements t filter the data at runtime. There is n limit t the number f filters that can be defined. Filters can be numeric (up t eight decimals) r alphanumeric. T filter a Data Field either drag and drp it t the Filter By clumn, use the Add buttn r duble-click it. 21 Exag Inc.

Use the up and dwn arrws t indicate the filter pririty. T remve a filter click the delete buttn ( ). Set the peratr (equal t, less than, ne f, etc.) by selecting it frm the peratr drp-dwn. Set the filter value by either entering it manually r selecting a value frm the drpdwn. If the Data Field is a date the calendar and functin buttns can be used t select a value. Check Prmpt fr Value t allw the filter t be mdified at the time the reprt is executed. Select AND With Next Filter t require that the selected filter and the ne belw it are bth true. Chse OR With Next Filter t require that either be true. Check Grup With Next Filter t indicate the precedence f the filters. Layut Tab In the Layut tab design the CrssTab by mving DataFields int the Rw Header, Clumn Header and Tabulatin Data panels. Rw Headers 22 Exag Inc.

Rw Headers expand a CrssTab vertically. A CrssTab has a rw fr each unique value f a Rw Header. Fr example if yu were using sales data yu may have the Rw Headers Categry.CategryName and Prducts.PrductName t prvide rws fr each prduct gruped by categry (see image belw). T add a Rw Header either drag and drp it t the Rw Header Surce panel r use the Add Rw Header buttn ( ). Click the Frmula Editr Buttn ( ) t insert a frmula int the Rw Header. Click the Edit Header buttn ( ) t pen the header ptins menu. In the Header Optins Menu yu can: Set a Label fr the Rw Header. This label will appear at the tp f the CrssTab. Select a Srting Methd and directin. Nne- Des nt srt the Rw Headers Header Value (Text) Srts the Rw Header by its values as thugh they are text. Header Value (Number) Srts the Rw Header by its values as thugh they are numbers. Tabular Ttals Srts the Rw Header by the ttals f the Tabulatin Data. Nte: If there is mre than ne Rw Header the Header Optins Menu fr the tp mst Rw Header will have Optins fr sub-ttals f Tabulatin Data. Select where t display subttals by using the Placement drpdwn. Nne Des nt display subttals. Tp Displays subttals abve the Tabulatin Data fr each Rw Header value. Bttm Display subttals belw the Tabulatin Data fr each Rw Header value. Set a label fr the subttals. Use the up and dwn arrws t rearrange the rder f the Rw Headers. T remve a Rw Header click the delete buttn ( ). 23 Exag Inc.

Clumn Headers Clumn Headers expand a CrssTab hrizntally. A CrssTab has a clumn fr each unique value f a Clumn Header. Fr example if yu were using sales data yu may have the Clumn Headers Year({Order.OrderDate}) and Mnth({Orders.OrderDate}) t prvide clumns fr each mnth gruped by year (see image belw). T add a Clumn Header either drag and drp it t the Clumn Header Surce panel r use the Add Clumn Header buttn ( ). Click the Frmula EditrButtn ( ) t insert a frmula int the Clumn Header. Click the Edit Header buttn ( ) t pen the Header Optins menu. In the Header Optins Menu yu can: Set a Label fr the Clumn Header t appear at the tp f the CrssTab. Select a Srting Methd and directin. Nne- Des nt srt the Clumn Headers Header Value (Text) Srts the Clumn Header by its values as thugh they are text. Header Value (Number) Srts the Clumn Header by its values as thugh they are numbers. 24 Exag Inc.

Tabular Ttals Srts the Clumn Header by the ttals f the Tabulatin Data. Nte: If there is mre than ne Clumn Header the Header Optins Menu fr the tp mst Clumn Header will have Optins fr sub-ttals f Tabulatin Data. Select where t display subttals by using the Placement drpdwn. Nne Des nt display subttals. Left Displays subttals t the left f the Tabulatin Data fr each Clumn Header value. Right Display subttals t the right f the Tabulatin Data fr each Clumn Header value. Set a label fr the subttals. Use the up and dwn arrws t rearrange the rder f the Clumn Headers. T remve a Clumn Header click the delete buttn ( ). Tabulatin Data 25 Exag Inc.

Tabulatin Data prvides infrmatin when data exists fr bth the Clumn Header and Rw Header values. Fr example if yu have a Rw Header n prducts and a Clumn Header n the mnth, then Tabulatin Data f Orders.OrderID may use the Cunt functin t display hw many rders cntained each prduct each mnth. T add a Tabulatin Data either drag and drp it t the Tabulatin Data panel r use the Add Tabulatin Data buttn ( ). Click the Frmula Editr Buttn ( ) t insert a frmula int the Tabulatin Data. Click the Edit Tabulatin buttn ( ) t pen the Tabulatin Optins menu. In the Tabulatin Optins Menu yu can: Set a Label fr the Tabulatin Rw t appear at the beginning f each rw. Use the Methd drpdwn t select the summary functin t be applied t the Tabulatin Data. Sum: Ttals the Tabulatin Data. Cunt: Cunts the Tabulatin Data. Average: Take the mean f the Tabulatin Data. Minimum: Displays the lwest value in the Tabulatin Data. Maximum: Displays the highest value in the Tabulatin Data. Nne: Displays the value f the Tabulatin Data withut applying any frmula. Use the Value drpdwn t select hw the Tabulatin Data shuld be displayed. Aggregate: Display the result f the selected Methd. Percent f Rw: Display the result f the selected methd as a percentage f the rw ttal. Percent f Clum: Display the result f the selected methd as a percentage f the clumn ttal. Use the up and dwn arrws t rearrange the rder f the Tabulatin Data. T remve a Tabulatin Data click the delete buttn ( ). 26 Exag Inc.

CrssTab Themes The Theme drpdwn can be used t quickly style the CrssTab using ne f the predefined themes. Further styling can be dne in the Reprt Designer. CrssTab Optins Settings that affect the entire CrssTab are cntrlled in the CrssTab Optins Menu. Open the CrssTab Optins Menu by clicking the Optins buttn ( yu can adjust the fllwing settings: ). Using this menu General 27 Exag Inc.

Use the Rw Headers Placement drpdwn t determine hw the Rw Headers are displayed. Clumns Display the Rw Headers in clumns frm left t right in the rder they are in the Rw Header Surce panel. Hierarchical Display Rw Headers in a hierarchical structure using indentatin t display their rder. Check Repeat CrssTab Header every new page t repeat Rw Header labels and Clumn Headers n each new page. Grand Ttal Rw T get a ttal fr each clumn, select Tp r Bttm frm the Placement drpdwn in the Grand Ttal Rw sectin and prvide a label in the Label text bx. Grand Ttal Clumn T get a ttal fr each rw, select Tp r Bttm frm the Placement drpdwn in the Grand Ttal Clumn sectin and prvide a label in the Label text bx. Preview At the bttm f the layut tab a preview will display hw the Crsstab will appear based n the fields that have been added. Yu can increase the size f the preview r hide it all tgether by dragging r clicking the resize buttn ( ). 28 Exag Inc.

29 Exag Inc.

Express Reprt Wizard The Express Reprt Wizard is an interactive tl which allws yu t quickly create and edit Express Reprts. T navigate the wizard either click the desired tab r use the buttns at the bttm. T Save an Express Reprt click the save buttn. The Express Reprt Wizard has six sub tabs. The Name, Categries and Layut tabs must be cmpleted while the ther tabs are ptinal. Name Tab In the Name tab enter a reprt name and click n the Flder where the reprt will be saved. The reprt name can be up t 255 characters. Avid special characters such as? : / \ * < >. A reprt s descriptin appears at the bttm f the Main Menu when it is selected. The descriptin text is als used when searching fr a reprt. Nte: Yu cannt create a reprt inside a flder that is read-nly ( ). 30 Exag Inc.

Categries Tab In the Categries tab select the Data Categries that yu wuld like t have access t n the reprt. It is imprtant t understand tw terms: Data Categry and Data Field. Data Categry A Data Categry is a data bject that has several attributes. Ex. Orders is a categry; each rder has an ID, a date, a custmer etc. Data Field A Data Field is a single attribute within a categry. Ex. Orders.OrderID is numeric value that identifies a specific rder. 31 Exag Inc.

T add a Data Categry either drag and drp it t the Categry Name Clumn, use the Add buttn r duble-click it. T see what Data Fields are in a Data Categry click the infrmatin buttn ( ). Check the Suppress Duplicate buttn t suppress duplicate infrmatin frm appearing n the reprt. T remve a Data Categry click the delete buttn ( ). Srts Tab In the Srts tab specify which Data Fields will be used t determine the rder f data n the reprt. T srt by a Data Field either drag and drp it t the Srt By Clumn, use the Add buttn r duble-click it. Use the up and dwn arrws t indicate the srt pririty. Yu can srt each Data Field in ascending (A- Z) r descending (Z-A) rder. T remve a srt click the delete buttn ( ). Filters Tab In the Filters Tab create statements that will be used t filter the data when yu run the reprt. 32 Exag Inc.

There is n limit t the number f filters that can be defined. Filters can be numeric (up t eight decimals) r alphanumeric. T filter a Data Field either drag and drp it t the Filter By clumn, use the Add buttn r duble-click it. Use the up and dwn arrws t indicate the filter pririty. T remve a filter click the delete buttn ( ). Set the peratr (equal t, less than, ne f, etc.) by selecting it frm the peratr drp-dwn. Set the filter value by either entering it manually r selecting a value frm the drpdwn. If the Data Field is a date the calendar and functin buttns can be used t select a value. Check Prmpt fr Value t allw the filter t be mdified at the time the reprt is executed. Select AND With Next Filter t require that the selected filter and the ne belw it are bth true. Chse OR With Next Filter t require that either be true. Check Grup With Next Filter t indicate the precedence f the filters. Layut Tab In the Layut tab select which Data Fields that will appear n the reprt. Fr each Data Field chsen, the reprt will autmatically create a clumn header and the Data Field. Additinally, sub-ttals, grand ttals, and page header/fters can be created. 33 Exag Inc.

Display Data T place a Data Field n the reprt either drag and drp it t the Data Field clumn, use the Add buttn r duble-click it. T add blank clumns that can be typed in click the Add Blank buttn ( ). Yu can enter text int the blank clumn. Use the up and dwn arrws t indicate the rder the Data Fields shuld appear n the reprt. The Data Field at the tp will appear n as the left mst clumn f the reprt. The Summary Functin clumn is used t make sub-ttals and grand ttals. See Sub- Ttals and Grand Ttals fr mre infrmatin. T remve a Data Field click the delete buttn ( ). Fr each Data Field added in the Srts tab a checkbx will appear in the Summarize By bx. Using the Summarize By bx yu can display sub-ttals, grand ttals r headers fr each unique value f a Data Field. Sub-Ttals and Grand Ttals T display sub-ttals, check the bx f the categry yu want sub-ttals fr. Then fr each Data Field yu want ttaled select a Summary Functin (see belw). 34 Exag Inc.

T display grand ttals check the Grand Ttal bx. Then fr each Data Field yu want ttaled select a Summary Functin (see belw). Summary Functins: Sum: Ttals the all f the data in the Data Field. Cunt: Returns the number f rws in the Data Field. Average: Takes the mean f the data in the Data Field. Minimum: Displays the lwest value in the Data Field. Maximum: Displays the highest value in the Data Field. Data Headers T display a header fr each value f a Data Field click n the assciated Data Categry in the Summarize By bx and a Header Menu will appear. T include a blank rad befre each unique value f the selected Data Field check the bx Add space befre each unique item. T include a Header check the bx Include Header at the beginning. In rder t select the text that will appear as the header value, use the Header Text drpdwn t select a Data Field r use the Frmula Editr Buttn ( ) t create a frmula. Use the Summarize by each unique drpdwn t specify if the header shuld repeat based n a specific Data Field r if it shuld repeat fr all f the keys f a Categry. Check the bx Include Ttal at the end t have a sub-ttal created fr this Categry. 35 Exag Inc.

Page Header T display infrmatin n the tp f each page, click Page Header belw the Summarize By bx. A Page Header Menu will appear. Check the bx Include Title at the tp f every page t display the name f the reprt n each page. If an image is als included, use the psitin drpdwn t set where the title shuld appear and the number f clumns it shuld span. Use the Change Image buttn t uplad an image t display at the tp f each page. If a title is als included, use the psitin drpdwn t set where the image shuld appear and the number f clumns it shuld span. 36 Exag Inc.

Fters T display infrmatin n the bttm f each page, click Page Fter belw the Summarize By bx. A Page Fter Menu will appear. Check the bx Include page number at the bttm f every page t display the page number n each page. If an image is als included, use the psitin drpdwn t set where the page number shuld appear and the number f clumns it shuld span. Use the Change Image buttn t uplad an image t display at the bttm f each page. If the page number is als included, use the psitin drpdwn t set where the image shuld appear and the number f clumns it shuld span. Preview 37 Exag Inc.

At the bttm f the layut tab a preview will display hw the reprt will appear based n the fields that have been added. Yu can increase the size f the preview r hide it all tgether by dragging r clicking the resize buttn ( ). Styling Express Reprts Abve the preview is a tlbar. This tlbar can be used t stylize the Express Reprt. In rder t utilize this tlbar select the cell(s) yu want t mdify frm the preview. The fllwing icns are available in the tlbar: Und/Red can und r red the last change made. Yu can als use Ctrl+Z /Ctrl+Y respectively. Layut Optins see Layut Optins fr mre infrmatin. Fnt see Fnt fr mre infrmatin. Fregrund & Backgrund Clr see Clr fr mre infrmatin. Number/Date Frmat see Frmatting Cells fr mre infrmatin. Brder Clr see Frmatting Cells fr mre infrmatin. Alignment see Alignment fr mre infrmatin. Theme see Theme fr mre infrmatin. Layut Optins In Layut Optins yu can hide the detail infrmatin and set rw shading. 38 Exag Inc.

Check Suppress Detail Rws t nly display Sub-Ttals, Grand Ttals, Data Headers & Page Headers/Fters. T add rw shading click the New buttn and select a clr frm the clr drpdwn r enter a hex value. Nte: Rw Shading is nly applied t the detail rws that cntain Data Fields. Express Reprt Themes. The Theme drpdwn can be used t quickly style the reprt using ne f the pre-defined themes. After selecting a Theme styling can still be mdified. See Styling Express Reprts fr mre infrmatin. Optins Tab The Optins tab allws yu t cntrl varius reprt ptin settings. General Optins Frm the Include Setup menu select Tp r Bttm t display the data categries, srts and filters at either the beginning r end f the reprt. Select which type f Filter menu t display when executing a reprt that have prmpt fr value filters. Default Display the default type f filter executin windw. 39 Exag Inc.

Standard Display the standard filter executin windw. Simple with Operatr Display a simplified filter executin windw that nly allws the peratr and value t be changed. Simple withut Operatr Display a simplified filter windw that nly allws the filter value t be changed. Check Always Shw Filter n Executin t shw the filter menu and allw changes t be made each time the reprt is run. Exprt Optins General Exprt Optins Use the Default Exprt Type drp-dwn t specify the default frmat fr the reprt. Output types may be disabled by unchecking the bxes fr Allwed Exprt Types. HTML Optins Uncheck Shw Grid t disable grid lines. Uncheck Simulate PDF t have the reprt appear as thugh it is nt n a page. Excel Optins Check Suppress Frmatting t prevent the reprt frmatting frm exprting t Excel. Page Optins Specify the size f the reprt in the Page Size drp-dwn. Default is Letter. Set the rientatin fr the reprt in the Orientatin menu. Default is Prtrait. Check Fit t Page Width t scale all clumns t fit the width f the page. 40 Exag Inc.

Advanced Optins In the Advanced Optins an Express Reprt can be cnverted t a Standard Reprt. Warning: This CANNOT be undne. Click the Cnvert simple reprt t a standard reprt buttn t cnvert an Express Reprt t a Standard Reprt. 41 Exag Inc.

Searching Reprts T search fr a specific reprt click the Search Buttn in the Main Menu. A search bx will appear. Enter the terms that yu want t search n and click the search buttn ( ). All reprts that have the search terms in either the title r the descriptin will appear. T see all the reprts click the clear buttn ( ). 42 Exag Inc.

Flder Management Nte: If yu d nt see a Manage Flders buttn in the Main Menu then yu d nt have flder management privileges and shuld cntact yur administratr. In the Main Menu click the Manage Flders buttn. A drp-dwn menu will appear. Use these icns t create, rename, r delete flders and sub flders. T create a new flder click the Add Rt Flder buttn ( ). T create a sub flder, first select the parent flder and then click the Add Sub Flder buttn ( ). T rename a flder select it then click the Rename Flder buttn. ( ). T delete a flder select it then click the Delete buttn ( ). The flder must be empty in rder t delete it. 43 Exag Inc.

Editing Reprts T edit an existing reprt: 1. On the Main Menu, select the reprt yu want t edit. 2. Click the Edit buttn ( ) r duble click the reprt. Fr Standard Reprts the Reprt Designer will pen in a new tab. If yu selected an Express Reprt the Express Reprts Wizard will pen in a new tab. Nte: Yu cannt edit any reprt that is read-nly ( an unlcked flder and edit the duplicate. ). Yu can duplicate the reprt int 44 Exag Inc.

Reprt Designer The Reprt Designer can be used t add data, charts, frmulas, srts, filters and many ther features t a reprt. The Reprt Designer has three parts; the Design Grid, the Data Menu and the Tlbar. Design Grid In the design grid yu can: Add and delete rws, clumns and sectins. Enter Data Fields, text and frmulas. Drag and drp data and text int different sectins, rws r clumns. Data Menu Thrugh the data menu yu can: Drag and drp Data Fields nt the reprt. Click the arrws ( ) t hide the data menu. The arrws are lcated between the data menu and the design grid. Tlbar Using the tlbar yu are able t: 45 Exag Inc.

Rename the reprt. Add, mdify r remve srts and filters. Frmat cells fnt, fnt size, alignment, clr and brders. Use the Frmula Editr t create cmplex functins. Insert charts and images. Link reprts, allwing users t drilldwn fr mre detail. Save the reprt. Execute the reprt as HTML, Excel, CVS, RTF r PDF. Give a reprt access t new Data Categries r remve Data Categries frm the reprt. 46 Exag Inc.

Design Grid In the design grid yu can: Add and delete rws, clumns and sectins. Enter data fields, text and frmulas. Drag and drp fields int different sectins, rws r clumns. Sectins Sectins dictate hw the data appears in a reprt. There are five types f sectins: page, reprt, details, grup and repeating grup. Page Header & Page Fter The rws in the Page Header sectin appear at the tp f every page f a reprt. Typically, the Page Header sectin is used t designate clumn headers fr a reprt. The rws in the Page Fter sectin appear at the bttm f every page f a reprt. Typically, the Page Fter sectins are used t display the page number, r cnfidentiality ntices fr a reprt. Nte: Frmulas and calculatins shuld nt be made in the Page Fter sectin. Nte: If yu are printing a reprt remember that Excel utput des nt have pages. Page Headers will appear nly nce at the beginning f the reprt. Reprts executed as HTML will display Page Headers similarly unless Simulate PDF is checked in the Optins menu. Reprt Header & Reprt Fter The rws in the Reprt Header appear at the beginning f a reprt. Typically, these rws display the title f a reprt. Whereas the rws in the Reprt Fter appear at the end f a reprt. Typically, the Reprt Fter displays grand ttals and summary infrmatin fr the reprt. Detail The Detail sectin is the main sectin f mst reprts. When the reprt is run the Details Sectin creates a rw fr each element in the Data Categries. Fr example if the Detail sectin cntains the Data Field Orders.OrderId, the reprt will display each Order Id n a separate rw. Grup Header & Grup Fter Grup Headers/Fter sectins require a srt n a Data Field. The rws in a Grup Header sectin will appear abve the Detail sectin fr each unique value f the srted Data Field. Typically, Grup Header sectins are used t display data as labels. Fr example a reprt may cntain a Grup Header n Orders.OrderDate and display Orders.OrderId in the Detail sectin. The utput wuld display each date with rders that ccurred n that date belw them. The rws in a Grup Fter sectin will appear belw the Detail sectin fr each unique value f the srted Data Field. Typically, Grup Fter sectins are used t calculate subttals. Fr example a reprt may cntain a Grup Fter n Orders.OrderDate which displays the number f rders made n each date. 47 Exag Inc.

Nte: Grup Header/Fter sectins can als be set t display rws fr each value f a frmula instead f a Data Field. (Ex. The reprt may be srted n the Data Field Orders.OrderDate but the reprt shuld shw subttals fr each mnth. A Grup Fter n the frmula =Mnth({Orders.OrderDate}) will display rws cntaining subttals fr each mnth.) Repeating Grups Repeating Grups require a srt n a Data Field. Repeating Grups have their wn header, details and fter subsectins. Repeating Grups shuld nly be used when the data has multiple ne-t-many relatinships and each shuld be rendered cmpletely befre the ther. (Ex. Each Prfessr can teach multiple classes and advise multiple students. Fr each prfessr yu want t see all the classes they teach and then all the students they advise.) Using Sectins Sectins can be added, deleted, mdified, mved, and assigned shading. Adding Sectins 1. Click anywhere in the Sectin Clumn. 2. Hver yur muse ver Add Sectin, then select the type f sectin yu wuld like t add. Deleting Sectins 1. In the Sectin Clumn click n the sectin yu want t delete. 2. Click Delete Sectin. Mdify Sectins (Grup Header/Fters and Repeating Grups nly) 1. In the Sectin Clumn click n the sectin yu want t mdify. 2. Click Mdify Sectin. This will bring up a Mdify Grup Sectin Menu. 3. Select frm the drp-dwn the desired Data Field fr the grup t use. 4. Click kay. Sectin Shading 48 Exag Inc.

1. In the Sectin Clumn click n the sectin that yu want t Shade. 2. Click Sectin Shading. This will bring up a menu. 3. Click New t add a clr t the shading. 4. Click the clr bx t select a clr r enter a hex value. 5. Click kay. Clumns and Rws Clumns and rws f cells can be added, mdified r remved as described belw. Clumns T select a grup f clumns, hld the SHIFT key and then click the beginning and ending clumn. Nn-cntiguus clumns can be selected by hlding the CTRL key and clicking the desired clumns. A clumn can be resized by dragging its right edge hrizntally. Clicking n a clumn (r selected grup) will display a menu where yu can: Insert a new clumn. Delete the selected clumn. Set its width t be identical with the ther selected clumns. Hide the selected clumn. Set Clumn Inf t make the label the clumn and/r make it srtable n HTML reprts. 49 Exag Inc.

Srting by Clumns n HTML While viewing reprts run t HTML, a user can click the bar at the tp f the reprt t srt by a clumn. Fr Express Reprts this is handled autmatically but must be enabled fr Standard and Crsstab Reprts. T make a clumn srtable in HTML Click n the clumn and select Clumn Inf Prvide the clumn with a label that will appear in the Interactive HTML Dck. Frm the Srt drpdwn select the Data Field t be used fr srting, r prvide a frmula by clicking the frmula buttn ( ). Nte: Html Clumn Srts are applied AFTER any srts defined in the Srts Menu. Click n the clumn again t set a default srt directin. 50 Exag Inc.

Rws T select a grup f rws, hld the SHIFT key then click the tp and bttm rw. Nn-cntiguus rws can be selected by hlding the CTRL key and clicking the desired rws. A rw can be resized by dragging its bttm edge vertically. Clicking n a rw (r selected grup) will display a menu where yu can: Insert a new rw. Delete the selected rw. Set its height t be autmatically cntrlled. Suppress the rw frm appearing n the reprt Insert a page break. Nte: Please see Using Page Breaks 51 Exag Inc.

Cells Cells are the cntainers fr all the infrmatin in a reprt. Cells may cntain text, images, charts, r links t ther reprts. T enter text int a cell, duble-click and a text field will appear. T select cells by either click r use the arrw keys. Grups f cells can be selected by hlding the SHIFT key and clicking n anther cell. All the cells in between the tw will be selected. Nn-cntiguus cells can be selected by hlding the CTRL key and clicking the desired cells. A cell can be cpied by hlding the CTRL key while yu dragging and drp it ver a new cell. Adjacent cells can be merged and unmerged using the Merge/Split Cell buttns in the Tlbar. Using Page Breaks Fr a Page Break t ccur at the beginning f each element f a Data Field, place a page break n the tp rw f Grup Header Sectin fr that Data Field. See Sectins fr mre detail n Grup Headers Sectins. 52 Exag Inc.

Data Menu The data menu hlds the data that yu can put int a reprt. Adding Data Fields t a Reprt T add a Data Field t a reprt, select the apprpriate Data Categry at the tp f the menu. Drag and drp the Data Field frm the menu t a cell in the Design Grid. Alternatively, a Data Field can be put int a cell by typing Data Categry Name (dt) Data Field Name. (Ex. Orders.OrderID). T access ther Data Categries see the sectin n Data Categries. 53 Exag Inc.

Tlbar The tlbar cntains the buttns and menus used t mdify the reprt. Mdificatins can include aesthetic frmatting, inserting frmulas and images, linking reprts and much mre. The tlbar begins with a drp-dwn menu. This menu cntrls changes that affect the entire reprt such as renaming r filtering. All ther buttns n the tlbar require a cell (r cells) in the design grid be selected. Saving Reprts The reprt can be saved by clicking the save buttn ( anytime it is run. ). The reprt will als be saved Und/Red Any actin n a reprt can be undne by click ( ) r pressing CTRL + Z. Undne actins can be redne by clicking ( ) r pressing CTRL + Y. Fnt & Alignment Optins The text f each cell can be frmatted using drp-dwn menus and buttns in the tlbar. A cell r multiple cells must be selected fr these tls t be used. Fnt T change the fnt use the drp-dwn ( ). The fnt names appear in the style that they represent. The buttns B, I and U, make the fnt bld, italicized and underlined, respectively. 54 Exag Inc.

Text size can be cntrlled using the up and dwn arrws n fnt size menu ( ). Clr T change the text clr, click the Fregrund Clr buttn ( ) and then select a clr r enter a hex value int the Fregrund bx. Click the clear buttn t revert t the default clr ( ). T change the backgrund clr, click the Backgrund Clr buttn ( ) and then select a clr r enter a hex value int the Backgrund bx. Click the clear buttn t revert t the default clr ( ). Alignment Text can be aligned t the tp, center, r bttm f a cell using the vertical alignment buttns. Text can be centered, justified r aligned t the left r right f a cell using the hrizntal alignment buttns. The wrap text buttn ( ) will begin a new line if the text is lnger than the width f cell. Frmatting Cells Cells can be frmatted in the Cell Frmat Windw. T pen the windw click the frmat cell buttn ( ). The windw has three tabs: Number, Brder and Cnditinal. Number Nte: Cell frmatting can be cpied using the Frmat Paintbrush. Select the frmat yu want t cpy, click the frmat paintbrush buttn ( ) then click the cell yu want t apply the frmatting t. The Number tab allws yu t set the frmat f numbers and dates. General: General frmat autmatically applies frmatting t cell values. Number: 55 Exag Inc.

Using the arrws yu can specify hw many decimals t display. Yu can als set the symbl t separate decimals frm whle numbers. Check the bx Use 1000 Separatr t separate every 3 digits. Yu can set which symbl is used t separate digits. Check Use Currency Symbls t have the currency sign appear in frnt f the number. Check Append Percent Sign t have the symbl % appear after the number. Check Blank When Zer t leave the cell(s) blank if the value is zer. Check Shw - Symbl t have a negative sign display in frnt f the number if it is negative. Check Shw Parenthesis t put ( ) arund the number if it is negative. Selecting a clr will make the number that clr if it is negative. Date: Frm the menu select the time/date frmat. (Ex. MM-yy will display a date as Jun- 97 ). Text: Text frmat des nt apply frmatting t cell values. Brder The Brder tab allws yu t alter the width and clr f the cell edges. Uncheck Make Brders Unifrm t mdify specific edges. T widen the brders either key in a value r use the arrws in the width bx. 56 Exag Inc.

T change the clr either select a clr frm the drp-dwn r enter a Hex value. Cnditinal Frmatting/Suppressin The Cnditinal Frmatting tab allws yu t set r mdify the frmat f a cell based n frmula yu create. Click the Add buttn ( ) t create a new cnditinal frmat. Each frmat must have an Actin, and a Frmula that evaluates t True r False. Sme Actins require an Attribute such as a clr r a number. Select an Actin frm the drpdwn. This actin will ccur if the frmula evaluates t True. Actins include: Fregrund Clr Sets the fregrund clr f the cell. Attribute: Clr. Backgrund Clr Sets the backgrund clr f the cell. Attribute: Clr. Fnt Size Sets the size f the text. Attribute: Number Bld Blds the text f the cell. N Attribute Italic Italicizes the text f the cell. N Attribute 57 Exag Inc.

Underline Underlines the text f the cell. N Attribute Hrizntal Alignment Aligns the text f the cell hrizntally. Attributes: Left, Center, Right, r Justify. Vertical Alignment Aligns the text f the cell vertically. Attributes: Tp, Bttm r Middle Suppress Rw Suppresses the rw the cell is in. N Attribute Suppress Sectin Suppresses the entire sectin that cntains the cell. N Attribute Page Break Starts a new page. N Attribute Click the Frmula Editr Buttn ( ) t set the cnditin fr the frmula. Nte: The frmula must evaluate t True r False. Nte: Fr cnditinal frmatting the Frmula Editr will have an add Cell Value ( ) buttn. This buttn adds the functin CellValue() t the frmula. This functin returns the value f the cell that cnditinal frmat is being applied t. Nte: The frmula is still calculated with respect t the sectin f the cell. Fr example fr a cell in a reprt fter the frmula {Order.Prfit} > 1000 will return True if the last Order f the detail sectin prfited mre than 1,000. T make the cnditin see if the ttal prfit was greater than 1,000 use the frmula Sum({Order.Prfit})>1000. Use the up and dwn arrws t change the rder f frmats. If tw frmats share a cmmn actin and are bth True then the lwer cnditin will be applied. T remve a frmat click the delete buttn ( ). 58 Exag Inc.

AutSum T quickly get a ttal n a Data Field, place the field in a Reprt r Grup Fter and click Autsum buttn ( ). Alternatively, a sum can be created with the aggsum r Sum functins. See Frmulas fr mre infrmatin. Nte: D nt use AutSum n a cell with an aggregate frmula such as aggsum. Images An image frm yur cmputer can be added t a cell using the Insert Image buttn ( ). This brings up the insert image windw. Select the image yu wuld like t insert and click Ok. Functins Cmplex calculatins can be dne using Frmulas. A frmula can be added t a cell by keying it in manually r using the Frmula Editr. T pen the Frmula Editr click the Frmula Editr Buttn ( ). 59 Exag Inc.

Suppress Duplicates Yu can suppress duplicate values f a Data Object frm being displayed. Select the cell and click the Suppress Duplicate buttn ( ). As an example the tw reprts belw are identical, except the right image has suppressed duplicates f the custmer clumn. Charts A chart can be displayed in a reprt t give a visual interpretatin f the data. T insert a chart select a cell and then click the Insert Chart buttn ( ). The Chart Wizard will appear. The Chart Wizard has three tabs; Appearance, Data and Labels. Nte: Charts shuld nly be placed int a Grup Header, Grup Fter, Reprt Header r Reprt Fter sectins. 60 Exag Inc.

Appearance In the Appearance tab select the type f chart, its size, its clrs and where t display the legend. Select the chart type by clicking the icn that represents it. Check the Use 3D Style bx t make the chart three dimensinal. There are three ways t the size f the chart. Enter the height and width in the dimensin bxes. Resize the chart by dragging the lwer right crner in the preview. Check the bx Fit t Cell. In the clr drp-dwn either select a clr theme r specify a linear range f clrs. Nte: There are tw types f charts; single series and multi-series. Single Series 61 Exag Inc.

Pie, Dughnut, Funnel, Paret and Pyramid charts utilize a single Data Field t visually cmpare each element t the whle. (Ex. Each sectin f a pie chart may represent a regin and the size f the sectin indicates hw many peple live in that regin). Paret charts are a special type f single series chart generally used t highlight the mst imprtant element amngst a grup. The bars f a Paret chart will display in descending rder while a line shw the cumulative percentage f the ttal. Yu can read mre abut Paret Charts here. Multi-Series Bar, Clumn, Line, and Spline charts display the values f ne Data Field fr each element f anther Data Field. (Ex. A clumn chart will have a series f clumns whse height indicates the number f custmers in each regin fr each cmpany). Data Use the Data tab t set specific data values and data labels fr the chart. Use the Data Values drp-dwn t select the cell that cntains the numeric value fr the chart. Frm the Data Labels drp-dwn select the cell cntaining the Data Field that names each element f the chart. Frm the Series Labels select the cell that cntains the Data Field with the name f the series elements. Use the Srt data by drpdwns t specify hw the rder f the chart data. 62 Exag Inc.

Reprt Order The chart will fllw the rder f the infrmatin n the reprt. Data Labels The chart will be srted by the data labels (either alphabetically r numerically). Data Values The chart will be srted by the data values. T ignre values that are t large r t small, enter a value int Exclude values less/greater than/ bxes. T manually set the axis values enter a value int the Data Axis Minimum/Maximum Value bxes. Check the Align Data Labels Acrss Series if yu have multi-series data with cmmn data labels amng series. Nte: Fr example, cnsider charting huse values as a functin f lcatin and building type. We chse lcatin as the series labels and building type as data labels. Since each lcatin uses the same building types, we check the 'Align Data Labels Acrss Series' bx t align like data labels in the chart. On the ther hand, if we want t chart city ppulatins where we use cuntry name as the series labels and city name as the data labels, we leave the bx unchecked. This is because the data labels (city name) used fr ne series (cuntry name) have n relatin t thse used in thers. Labels In the Labels tab set the visual ptins f the Chart. 63 Exag Inc.

Chart Title: Enter the text yu want t appear in at the tp f the chart. X-Axis Title: Enter the text yu want t appear n the bttm f the chart. Y-Axis Title: Enter the text yu want t appear n the left f the chart. Pint Labels: Use the drpdwn t display the values f each element f the chart. Legend Psitin: Use the drpdwn t specify where t shw the legend n the chart. Number Frmat : Use the number frmat buttn menu t pen specify hw data and axis labels shuld be frmatted. Nte: Single Series charts nly have a Chart Title. Multi-series charts additinally have X and Y Axis titles. Single-Series Take the fllwing reprt as an example. Nte: The reprt designer here is making use f a Grup Fter sectin t get a cunt f rders per custmer. See Sectins fr mre infrmatin. 64 Exag Inc.

The subsequent steps shw hw t create a 3D Pie Chart in this reprt. The chart will be display the number f rders each custmer has made: Add a Reprt Fter sectin t the reprt, select all the cells in the Reprt Fter and click the merge cell buttn ( ). Select the merged cell and click the Insert Chart icn ( ). In the Appearance tab: Set the type, size, and clr. In the Data tab: Set Data Values t be the cell =aggcunt({orders.orderid}). Set Data Labels t be the cell Custmer.CmpanyName. 65 Exag Inc.

In the Labels tab, enter the text Number f Orders by Custmer in the Chart Title. Als set the pint Labels t Data Values and the Legend Psitin t Right. Click Finish and execute the reprt as HTML. Reprt Designer: 66 Exag Inc.

Chart n HTML Exprt: Multi-Series Take the fllwing reprt as an example. Nte: The reprt designer here is making use f a Grup Fter sectin and tw srts t get a cunt f rders by custmer per emplyee. See Sectins fr mre infrmatin. The subsequent steps shw hw t create a Clumn Chart in this reprt. The chart will be display the number f rders made by each custmer and which emplyee tk the rder: Add a Reprt Fter sectin t the reprt, select all the cells in the Reprt Fter and click the merge cell buttn ( ). Select the merged cell and click the Insert Chart icn ( ). In the Type tab: Set the type, size and clr. 67 Exag Inc.

In the Data tab: Set Data Values t be the cell =aggcunt({orders.orderid}). Set Data Labels t be the cell Emplyees.LastName. Set Series Labels t be the cell Custmer.CmpanyName. In the Labels tab: 68 Exag Inc.

Set the Chart title t Number f Orders by Custmer Set the X-Axis Title t Labels t Emplyee. Set the Y-Axis Title t Num. Orders. Set the pint Labels t Data Values and the Legend Psitin t Right. Click Finish and execute the reprt as HTML. Reprt Designer: Chart n HTML Exprt: 69 Exag Inc.

Maps A Map can be displayed in a reprt t give a visual representatin f gegraphic data. T insert a Map, select a cell and click the Insert Map buttn ( ). The Map Wizard will appear. The Map Wizard has three tabs: Type, Lcatins and Data. Nte: Maps shuld nly be placed int a Grup Header, Grup Fter, Reprt Header r a Reprt Fter sectin. Type 70 Exag Inc.

In the Type tab select the initial view, size, clrs and where t display the legend. Use the Initial View drp-dwn t select the lcatin that initially displays n the Map. Yu may either select the wrld, a cntinent, r a cuntry. There are three ways t the size f the Map. Enter the height and width in the dimensin bxes. Resize the chart by dragging the lwer right crner in the preview. Check the bx Fit t Cell. In the Clr drp-dwn either select a clr theme r specify a linear range f clrs. Check the Shw Legend bx t display the legend. Lcatins In the Lcatins tab specify which gegraphic lcatins shuld display n the Map. Use the Lcatin Values drp-dwns t select the cells that cntain the gegraphic infrmatin fr the Map. T utilize Regin infrmatin, such as states/prvinces, Cuntry infrmatin must be prvided. Similarly, City infrmatin requires Regin and Cuntry infrmatin. The Shw last Lcatin type as drp-dwn specifies hw t display the lwest level f infrmatin. Yu can either select circular markers (see image in Data tab) r shaded gegraphic regins (see image belw). 71 Exag Inc.

Data In the Data tab specify which data determines the clr f each cuntry/regin/city and the size f each marker. Fr each Data Value: Use the Data Values drp-dwn t specify which cells n the reprt shuld be used t determine the clr and the size f each marker. Setting a cell fr the size f marker is ptinal. Enter a label in the Data Labels clumn. Labels will appear in the hver effects f Dynamic Maps. Use the Aggregatin drp-dwn t select a methd t perfrm n the data. Sum: Ttals the Data Value fr each lcatin. Cunt: Cunts all instances f the Data Value fr each lcatin. Distinct Cunt: Cunts all unique instances f the Data Value fr each lcatin. Average: Takes the arithmetic mean f the Data Value fr each lcatin. Minimum: Displays the lwest value in the Data Value fr each lcatin. Maximum: Displays the highest value in the Data Value fr each lcatin. Use the Display Frmat drp-dwn t specify hw t display the data. Default: displays the values withut any frmatting. Currency: prepends the currency symbl n the values. Percent: multiplies the Data Value by 100 and appends a percent symbl (%) t the values. Scientific Ntatin: displays the values in scientific ntatin. Ex. If Decimal Places is set t 2 then 123.45 wuld appear as 1.23 E2. Fr each Data Decimal Places: the number f decimal places t display. 72 Exag Inc.

Take the fllwing reprt as an example. The subsequent steps shw hw t create a Map in this reprt. The Map will be clred based n the number f custmers in each lcatin and the markers will be sized based n hw many rders have been placed in each lcatin: Add a Reprt Fter sectin t the reprt, select all the cells in the Reprt Fter and click the merge cell buttn ( ). Select the merged cell and click the Insert Map icn ( ). In the Type tab: Set the initial view, size and clr. In the Lcatins tab, set the field Custmers.Cuntry fr Cuntry infrmatin, Custmers.State fr Regin, and Custmers.City fr City infrmatin. Als set the Shw last lcatin type as drp-dwn t Markers. 73 Exag Inc.

In the Data tab: Set the field Custmers.CmpanyName fr Clr f Lcatins. Prvide a label such as Num. f Custmers and set the Aggregate Type t Distinct Cunt. Set the field Orders.OrderId fr the Size f Markers. Prvide a label such as Num. f Orders and set the Aggregate Type t Cunt. Click Finish and execute the reprt as HTML. Reprt Designer: Nte: In the reprt designer the map is always represented by the same image regardless f the size, clr r wrld view f the map that will be generated n the reprt. 74 Exag Inc.

Map n HTML Exprt: Linked Reprts The ability t create drill dwns can be added by linking reprts. Linked reprts are nly available fr HTML utput. T link a reprt, select a cell and click the Linked Reprts buttn ( ). The Linked Reprt windw will appear displaying the available reprts. Select the reprt yu want t link and press OK. T unlink a reprt select the cell and pen the Linked Reprt windw. Click the Remve Link buttn. 75 Exag Inc.

When a link is set n a cell, the unique key f the infrmatin being displayed is used t autmatically filter the linked reprt. In the example belw the linked reprt is filtered fr infrmatin where Categry equals Meat/Pultry because that was the Categry clicked n. 76 Exag Inc.

Chart Drilldwns Chart drilldwns can als be created by using the linked reprts menu. Chart drilldwns are nly available fr HTML utput. T create a drilldwn, select a cell that cntains a chart and click the Linked Reprts buttn ( ). The Linked Reprt windw will appear displaying the available reprts. Select the reprt yu want t link and press OK. T remve a drilldwn select the chart and pen the Linked Reprt windw. Click the Remve Link buttn. Gauges A Gauge can be displayed in a reprt t give a visual representatin fr the scale f a value. T insert a Gauge, select a cell and click the Insert Gauge buttn ( ). The Gauge Wizard will appear. The Gauge Wizard has tw tabs: Appearance and Data. Nte: Gauges can be placed in any sectin f the reprt. Appearance In the Appearance tab select the Type and Dimensin f the Gauge. Type Select the icn representing the type f gauge. Available types include: Angular, Linear, Bulb and Thermmeter. There are three ways t the size f the Gauge. Enter the height and width in the dimensin bxes. 77 Exag Inc.

Resize the gauge by dragging the lwer right crner in the preview. Check the bx Fit t Cell. Data In the Data tab select the Data Values and Clr Ranges fr the Gauge. Use the Data Values drp-dwn t select the cell that cntains the numeric value fr the Gauge. Use the Prvide range as buttns t specify if the Min and Max values fr the Gauge shuld be static numbers r cme frm cells n the reprt. In the Clr Ranges, use the Clr By buttns t specify if clrs ranges shuld be percentages f the Max value, static numbers r cme frm cells n the reprt. Nte: Percent Clr Ranges must be in ascending numeric rder. Use the Add ( ) and Remve ( ) buttns t create additinal clrs. Nte: Thermmeter Gauges can nly have ne clr. T change a clr either select use the drp-dwn ( ) r enter a Hex value. 78 Exag Inc.

CrssTabs Crsstabs allw the reprt t expand bth hrizntally and vertically based n data values and displays summary infrmatin where each clumn and rw meets. A CrssTab cnsists f three parts; Rw Headers, Clumn Headers and Tabulatin Data. Additinal settings fr CrssTabs can be fund in the CrssTab Optins Menu. Nte: Fr the sectin a CrssTab is in, all the cells belw and t the right f a CrssTab must be empty. Rw Headers 79 Exag Inc.

Rw Headers expand a CrssTab vertically. A CrssTab has a rw fr each unique value f a Rw Header. Fr example if yu were using sales data yu may have the Rw Headers Categry.CategryName and Prducts.PrductName t prvide rws fr each prduct gruped by categry (see image belw). T add a Rw Header either drag and drp it t the Rw Header Surce panel r use the Add Rw Header buttn ( ). Click the Frmula Editr Buttn ( ) t insert a frmula int the Rw Header. Click the Edit Header buttn ( ) t pen the Deader Optins Menu. In the Header Optins Menu yu can: Set a Label fr the Rw Header. This label will appear at the tp f the CrssTab. Select a Srting Methd and directin. Nne- Des nt srt the Rw Headers Header Value (Text) Srts the Rw Header by its values as thugh they are text. Header Value (Number) Srts the Rw Header by its values as thugh they are numbers. Tabular Ttals Srts the Rw Header by the ttals f the Tabulatin Data. Nte: If there is mre than ne Rw Header the Header Optins Menu fr the tp mst Rw Header will have Optins fr sub-ttals f Tabulatin Data. Select where t display subttals by using the Placement drpdwn. Nne Des nt display subttals. Tp Displays subttals abve the Tabulatin Data fr each Rw Header value. Bttm Display subttals belw the Tabulatin Data fr each Rw Header value. Set a label fr the subttals. Use the up and dwn arrws t rearrange the rder f the Rw Headers. T remve a Rw Header click the delete buttn ( ). 80 Exag Inc.

Clumn Headers Clumn Headers expand a CrssTab hrizntally. A CrssTab has a clumn fr each unique value f a Clumn Header. Fr example if yu were using sales data yu may have the Clumn Headers Year({Order.OrderDate}) and Mnth({Orders.OrderDate}) t prvide clumns fr each mnth gruped by year (see image belw). T add a Clumn Header either drag and drp it t the Clumn Header Surce panel r use the Add Clumn Header buttn ( ). Click the Frmula EditrButtn ( ) t insert a frmula int the Clumn Header. Click the Edit Header buttn ( ) t pen the Header Optins Menu. In the Header Optins Menu yu can: Set a Label fr the Clumn Header t appear at the tp f the CrssTab. Select a Srting Methd and directin. Nne- Des nt srt the Clumn Headers Header Value (Text) Srts the Clumn Header by its values as thugh they are text. Header Value (Number) Srts the Clumn Header by its values as thugh they are numbers. 81 Exag Inc.

Tabulatin Data prvides infrmatin when data exists fr the Clumn Header and Rw Header values. Fr example if yu have a Rw Header n prducts and a Clumn Header n the mnth, then Tabulatin Data f Orders.OrderID may use the Cunt functin t display hw many rders cntained each prduct each mnth. T add a Tabulatin Data either drag and drp it t the Tabulatin Data panel r use the Add Tabulatin Data buttn ( ). Click the Frmula Editr Buttn ( ) t insert a frmula int the Tabulatin Data. Click the Edit Tabulatin buttn ( ) t pen the Tabulatin Optins menu. In the Tabulatin Optins Menu yu can: Set a Label fr the Tabulatin Rw t appear at the beginning f each rw. Use the Methd drpdwn t select the summary functin t be applied t the Tabulatin Data. Sum: Ttals the Tabulatin Data. Cunt: Cunts the Tabulatin Data. Average: Take the mean f the Tabulatin Data. Minimum: Displays the lwest value in the Tabulatin Data. Maximum: Displays the highest value in the Tabulatin Data. Nne: Displays the value f the Tabulatin Data withut applying any frmula. Use the Value drpdwn t select hw the Tabulatin Data shuld be displayed. Aggregate: Display the result f the selected Methd. Percent f Rw: Display the result f the selected methd as a percentage f the rw ttal. Percent f Clum: Display the result f the selected methd as a percentage f the clumn ttal. Use the up and dwn arrws t mve the Tabulatin Data rder. T remve a Tabulatin Data click the delete buttn ( ). 83 Exag Inc.

CrssTab Themes The Theme drpdwn can be used t quickly style the CrssTab using ne f the predefined themes. Further styling can be dne t the cells f the CrssTab in the Reprt Designer. CrssTab Optins Settings that affect the entire CrssTab are cntrlled in the CrssTab Optins Menu. Open the CrssTab Optins Menu by clicking the Optins buttn ( yu can adjust the fllwing settings: ). Using this menu 84 Exag Inc.

General Use the Rw Headers Placement drpdwn t determine hw the Rw Headers are displayed. Clumns Display the Rw Headers in clumns frm left t right in their rder in the Rw Header Surce panel. Hierarchical Display Rw Headers in a hierarchical structure using indentatin t display their rder. Check Repeat CrssTab Header every new page t repeat Rw Header labels and Clumn Headers n each new page. Grand Ttal Rw T get a ttal fr each clumn, select Tp r Bttm frm the Placement drpdwn in the Grand Ttal Rw sectin and prvide a label in the Label text bx. Grand Ttal Clumn T get a ttal fr each rw, select Tp r Bttm frm the Placement drpdwn in the Grand Ttal Clumn sectin and prvide a label in the Label text bx. Renaming Reprts 85 Exag Inc.

T change the name f a reprt click Rename in the Tlbar drp-dwn menu. Enter a new name and select the flder yu want t save the reprt. Click OK. Changing The reprt descriptin appears at the bttm f the Main Menu. Thugh reprt descriptins are ptinal they are utilized when searching reprts. T change a reprt descriptin click in the Tlbar drp-dwn menu. Fill in the descriptin and click OK. Changing Data Categries Befre explaining hw t make Data Categries accessible it is imprtant t clarify tw terms: Data Categry and Data Field. 86 Exag Inc.

Data Categry A Data Categry is an bject that has a grup f attributes. Ex. Orders is a categry; each rder has an ID, a date, a custmer etc. Data Field A Data Field is a single attribute within a Data Categry. Ex. Orders.OrderID is numeric value that identifies a specific rder. T mdify the Data Categries click Categries in the Tlbar drp-dwn menu. T add a Data Categry t a reprt either drag and drp it t the Categry Name panel, use the Add buttn r duble-click it. T see what Data Fields are in a Categry click the infrmatin buttn ( ). Check the Suppress Duplicate buttn t prevent duplicate infrmatin frm appearing n the reprt. T remve a selected Categry click the delete buttn ( ). Changing Srts T mdify the srt criteria f a reprt click Srts in the Tlbar drp-dwn menu. T srt by a Data Field either drag and drp it t the Srt by panel, use the Add buttn r duble-click it. Use the up and dwn arrws t indicate the srt pririty. Yu can srt each field in ascending (A- Z) r descending (Z-A) rder. T remve a srt click the delete buttn ( ). 87 Exag Inc.

Changing Filters T mdify the filter criteria f a reprt click Filters in the Tlbar drp-dwn menu. There are three types f filters: Standard, Interactive and Grup. Standard filters are based n values yu specify. Interactive filters can be applied after running the reprt t HTML. Grup filters are based n the minimum r maximum value in the Data Field. Standard Filters There is n limit t the number f filters that yu can define. Filters can be numeric (up t eight decimals) r alphanumeric. T filter a Data Field either drag and drp it t the Filter By panel, use the Add buttn r duble-click it. Use the up and dwn arrws t indicate the filter pririty. T remve a filter click the delete buttn ( ). Set the peratr (equal t, less than, ne f, etc.) by selecting frm the peratr drpdwn. T set the value t filter n either enter it manually r select frm the drp-dwn. If the Data Field is a date yu may use the calendar r functin buttns t select a value. T allw the filter t be mdified at the time the reprt is executed check Prmpt fr Value. Use the And/Or drp-dwn t specify the relatinship between filters. Chse AND t require that the selected filter and the ne belw it are bth true. Chse OR t require that either be true. Check Grup with next filter t indicate the precedence f the filters. 88 Exag Inc.

Interactive Filters Interactive Filters can be created in the Interactive HTML Optins Menu. These filters can be enabled, disabled r mdified after executing the reprt t HTML. Fr mre infrmatin see Interactive HTML Optins. Grup (Min/Max) Filters Grup filters are based n the minimum r maximum value in the Data Field. T mdify grup filters click Switch t Grup(MIN/MAX) filters. There is n limit t the number f grup filters yu may define. T filter a Data Field s minimum r maximum value either drag and drp it t the Filter By panel, use the Add buttn r duble-click it. Specify Minimum r Maximum frm the peratr drp-dwn. Use the up and dwn arrws t indicate the filter pririty. T remve a filter click the delete buttn ( ). General Optins Hver ver Optins in the Tlbar drp-dwn and then click n General menu t pen the Reprt Optins Windw. This windw allws yu t cntrl varius settings including default exprt type and page rientatin. General Optins Use the Default Exprt Type drp-dwn t specify the default frmat fr the reprt. Frm the Include Setup menu select Tp r Bttm t display the data categries, srts and filters at either the beginning r end f the reprt. Output types may be disabled by unchecking the bxes fr Allwed Exprt Types. 89 Exag Inc.

Use the Filter Executin Windw drp-dwn t select which type f Filter menu displays when executing a reprt that have prmpt fr value filters. Default Display the default type f filter executin windw. Standard Display the standard filter executin windw. Simple with Operatr Display a simplified filter executin windw that nly allws the peratr and value t be changed. Simple withut Operatr Display a simplified filter windw that nly allws the filter value t be changed. Check Always Shw Filter Executin t shw the filter menu and allw changes t be made each time the reprt is run. Use the N Data Qualify Display Mde t select what t display if n data qualifies fr the reprt. Shw Message Display the standard n data qualified message. Shw Reprt Display the Page Header, Page Fter, Reprt Header and Reprt Fter sectins f the reprt. Any cells cntaining Data Fields will nt be displayed. Excel Optins Check Suppress Frmatting t prevent the reprt frmatting frm exprting t Excel. Page Optins Specify the size fr the reprt in the Page Size menu. Default is letter. Set the rientatin fr the reprt in the Orientatin menu. Default is Prtrait. Check Fit t Page Width t scale all clumns t fit the width f the page. 90 Exag Inc.

Interactive HTML Optins Hver ver Optins in the Tlbar drp-dwn and then click n HTML menu t pen the Interactive HTML Optins Menu. This windw allws yu t cntrl what interactive capabilities a user has when viewing HTML reprts. General Uncheck Shw Grid t disable grid lines. Uncheck Simulate PDF t have the reprt appear as thugh it is nt n a page. Uncheck Allw Hide/Shw Clumns n Executin t disable the Hide Clumns tls. 91 Exag Inc.

Filters Interactive Filters are filters created n either Data Fields r Frmulas and then enabled after executing a reprt t HTML. T filter a Data Field either drag and drp it t the Filter panel, use the Add buttn r duble-click it. T filter by a frmula first add a Data Field then use the frmula buttn ( ) t pen the Frmula Editr. In the Title bx prvide a name fr the interactive filter. Use the Type drpdwn t specify what kind f interactive filter t display: Single Chice: A drpdwn with the pssible values f the filter. Multiple Chice: All pssible values fr the filter presented with check bxes t select a ne r mre values. Single Slider: Select the filter value by sliding a pint alng a scale. 92 Exag Inc.

Range Slider: A scale that displays values between tw pints. Click the Frmat buttn ( ) t pen the frmat menu and specify hw the filter values shuld be displayed. If filtering n an Aggregate frmula such as AggSum() use the Calculate Value Ever drpdwn t select n which srted field r categry the aggregate shuld be applied. Use the Value Srt Directin t specify if the filter values shuld display in ascending r descending rder. Check the Initially Display Filter n Panel bx t have the filter enabled autmatically when the reprt is executed t html. Srts Interactive srts can be used t change the directin f a reprt s Srts while viewing the reprt as HTML. 93 Exag Inc.

Uncheck Display srts n Executin t hide interactive srts in the HTML Dck. In the Title clumn prvide a name fr each interactive srt. Advanced Optins Click Advanced in the Tlbar drp-dwn menu t pen the Advanced Optins windw. This windw allws yu t specify additinal infrmatin abut hw the Data Categries relate t each ther. If a reprt has tw r mre Data Categries, then infrmatin will nly appear if it matches bth categries. Using the check bxes, specify infrmatin that yu want displayed even if it nly exists in ne f the Data Categries. Fr example if a reprt has tw Data Categries, Orders and Custmers, then nly custmers wh have made rders will appear. By checking the apprpriate bx yu can include infrmatin n custmers that have nt made rders. Mre Advanced Optins 94 Exag Inc.

If yu have been given permissins, additinal ptins are available in the Advanced Menu. Befre explaining hw t use these ptins it is imprtant t clarify the definitin f a jin. Jin A jin defines hw tw Data Categries are related. Each jin has a Frm Categry and a T Categry. The Frm and T bject must have ne (r mre) Data Fields that cntain the same infrmatin. Ex. A jin exists between tw Data Categries: Orders and Custmers. The jin ges Frm Custmers T Orders. In this example, when a custmer makes an rder that custmer s ID is saved with the rder. Thus, the Orders Categry has the Data Field CustmerID. This Data Field matches the Data Field CustmerID in the Custmers Categry. This jin assures that each custmer is paired with the rders that they have made. T add a new jin click the Add buttn ( ). T edit a jin click the edit buttn ( ). Restre the default jins by clicking the Recreate buttn ( ). T remve a jin click the delete buttn ( ). When yu click the Add r Edit buttns the Reprt Jin Menu will appear. In this menu yu can create r mdify a Jin fr the reprt. T set the Frm Categry select a Data Field frm the Categry and drag it int the Jin Frm panel r use the Add Frm buttn ( ). T set the T Categry select a Data Field frm the Categry and drag it int the Jin T panel r use the Add T buttn ( ). 95 Exag Inc.

Use the Up and Dwn Arrw buttns ( ) t rerder the Data Fields. The psitin f each Field in Jin Frm shuld match the psitin f its crrespnding Field in Jin T. Ex. In the image belw Custmers.CustmerID crrespnds t Orders.CustmerID s bth Fields are at the tp f their sectins. Dcument Template Reprts can als be used t fill in PDF, RTF r Excel templates such as internal r gvernment dcuments. Click Templates in the drp-dwn menu t pen the Dcument Template windw. Befre using the Templates windw put yur data int the cells f yur reprt. Frm the tp drp-dwn select the template yu want t use. In the Reprt Field clumn specify which cell f the reprt crrespnds t each Template Field. Once the fields are cmplete, running the reprt in the same frmat as the template will prduce a filled in template. The example belw shws the fields being set in the Dcument Template windw and the utput when the reprt is run as a PDF. 96 Exag Inc.

97 Exag Inc.

Duplicating Reprts Duplicating reprts can save time. This feature is used t create a new reprt that is similar t an existing ne. Instead f creating the new reprt frm scratch, yu can duplicate an existing reprt, rename it, and make yur changes. 1. On the Main Menu, select the reprt yu want t duplicate. 2. Click the Duplicate buttn. The Rename Reprt Windw will pen. 3. Type the name f the new reprt int the Reprt Name field. 4. Select the flder where the reprt will be saved. 5. Click OK. 98 Exag Inc.

Deleting Reprts Deleting a reprt remves the reprt and all f its cmpnents. T delete an existing reprt: 1. On the Main Menu, select the reprt yu want t delete. 2. Click the Delete buttn ( ). A dialg bx displays asking if yu are sure yu want t prceed. 3. Click OK n the dialg bx. The reprt is deleted. Imprtant: Once the reprt is deleted, there is n way t restre it. 99 Exag Inc.

Scheduling Reprts Reprts can be scheduled t be emailed. A scheduled reprt can be run and emailed immediately r scheduled t be emailed n a recurring basis. The Scheduler Menu lets yu schedule and email reprts r edit existing schedules. T pen the Scheduler Menu: 1. In the Main Menu, select the reprt yu want t schedule/email. 2. Click the Scheduler Menu buttn ( ). The Schedule Menu will appear. a. T Schedule a reprt click new schedule buttn ( ). The Schedule Reprt Wizard will pen in a new tab. b. T email a reprt click email buttn ( ). The Email Reprt Menu will appear. c. T edit existing schedules click the edit schedule buttn ( ). The Schedule Manager will pen in a new tab. Nte: If yu d nt see a Schedule Reprt buttn in in the Main Menu then yu d nt have Reprt Scheduler permissins and shuld cntact yur administratr. 100 Exag Inc.

Schedule Reprt Wizard The Schedule Reprt Wizard has fur sub tabs. The Recurrence and Recipients tab are required. 1. Recurrence: Specify the name and frmat f the reprt and when the reprt shuld be sent ut. 2. Parameters: (ptinal) Set values fr any parameters used by the reprt. 3. Filters: (ptinal) Add filters t the reprt. 4. Recipients: Specify the recipient addresses, subject and bdy text f the email. Click Finish and Reprt Schedule Wizard tab will be saved and the tab will clse. 101 Exag Inc.

Recurrence Tab In the Recurrence Tab, give the schedule a name and frmat. Set the frequency yu want the reprt t be run and sent ut. This recurrence can be a ne time, a daily, a weekly, a mnthly, r a yearly delivery. A date range can als be set t give the reprt delivery a defined start and end date. Give the Schedule a Name and select an exprt type frm the drp-dwn. Fr PDF reprts a passwrd may be set. The passwrd may require a minimum number f upper/lwercase letters r numbers. T find ut the required passwrd strength, hver the muse ver the Passwrd bx. T execute and send the reprt immediately, check the bx Execute Immediately. Schedule Time Set the time f day the reprt shuld be run by entering a time in the Schedule Time bx. Check Repeat every and then specify a time interval t have the schedule be sent n a recurring basis n the day(s) specified in as the Recurrence Pattern. Recurrence Patterns Once Specify t run the reprt n a specific day r immediately. Daily Send the reprt every weekday r every set number f days Weekly Send the reprt n specific days f the week. Mnthly Set the day f the mnth t send the reprt. Yearly Set the day f the year t send the reprt. Range f Recurrence Use the Range f Recurrence sectin t set a start day and an end day fr the reprt schedule. 102 Exag Inc.

Parameters Tab In the Parameters tab enter a value fr each f the parameters listed. Nte: The Parameters Tab will nly be visible if the reprt is utilizing parameters. See Parameters fr mre infrmatin. Filters Tab In the Filters Tab create statements t filter the data at runtime. There are tw types f filters: Standard and Grup. Standard filters are based n values yu specify. Grup filters are based n the minimum r maximum value in the Data Field. Standard Filters There is n limit t the number f filters that yu can define. Filters can be numeric (up t eight decimals) r alphanumeric. 103 Exag Inc.

T filter a Data Field either drag and drp it t the Filter By panel, use the Add buttn r duble-click it. Use the up and dwn arrws t indicate the filter pririty. T remve a filter click the delete buttn ( ). Set the peratr (equal t, less than, ne f, etc.) by selecting frm the peratr drpdwn. T set the value t filter n either enter it manually r select frm the drp-dwn. If the Data Field is a date yu may use the calendar r functin buttns t select a value. T allw the filter t be mdified at the time the reprt is executed check Prmpt fr Value. Use the And/Or drp-dwn t specify the relatinship between filters. Chse AND t require that the selected filter and the ne belw it are bth true. Chse OR t require that either be true. Check Grup with next filter t indicate the precedence f the filters. Grup (Min/Max) Filters Grup filters are based n the minimum r maximum value in the Data Field. T mdify grup filters click Switch t Grup(MIN/MAX) filters. There is n limit t the number f grup filters yu may define. T filter a Data Field s minimum r maximum value either drag and drp it t the Filter By panel, use the Add buttn r duble-click it. Specify Minimum r Maximum frm the peratr drp-dwn. Use the up and dwn arrws t indicate the filter pririty. T remve a filter click the delete buttn ( ). 104 Exag Inc.

Recipients Tab In the Recipients Tab determine hw the schedule will be delivered and list the email address(s) the reprt shuld be sent t. Email addresses shuld be separated by a semicln (;). Check Email Results t have the reprt sent via email. Uncheck this ptin t have it saved t a repsitry. In the T field set the email address(s) that the reprt will be delivered t. In the Cc field set any address(s) t be carbn cpied. In the Bcc field set any address(s) t be blind carbn cpied. Set the subject f the email in the Subject field. In the Bdy field enter the text f the email t be sent with the reprt. T reference the reprt name use @reprtname@. 105 Exag Inc.

Email Reprt In the Scheduler Menu use the icn ( buttn will appear. ) t email a reprt. An input field and execute In the input field enter the email address. Click the drp-dwn arrw t change the frmat f the reprt. Click the execute buttn t run and email the reprt. Nte: Yu cannt email reprts as HTML frmat. 106 Exag Inc.

Manage Scheduled Reprts Scheduled Reprts can be mnitred, edited and remved using the Manage Scheduled Reprts tab. T pen the tab click the scheduler icn ( ) in the Main Menu then click ( ). The Manage Scheduled Reprts tab will appear. Click at the tp f a clumn t srt the scheduled reprts by that clumn. T update the status and list new schedules click the Refresh buttn. T remved cmpleted schedules click the Flush buttn. Click the Edit icn ( ) t pen the Schedule Reprt Wizard and mdify the reprt. T delete a schedule click the delete icn ( ). 107 Exag Inc.

Running Reprts Reprts can be run frm the Main Menu r the Reprt Design Tab. In the Main Menu select the reprt yu want t run by clicking n it. With the reprt highlighted click the Run Reprt buttn. T change the utput frmat click the drp-dwn and select frm the available frmats (HTML, Excel, PDF, RTF, r CSV). In the Design Tab click the Run Reprt buttn. T change the utput frmat click the drpdwn and select frm the available frmats (HTML, Excel, PDF, RTF, r CSV). See Reprt Optins t change the default frmat fr the reprt. Interacting with HTML Reprts After running a reprt t HTML yu can make further mdificatins such as adjusting styles, resizing clumns, applying filters, cnditinal frmatting and mre. These changes can be exprted t ther frmats, saved t reprt r saved as a separate cpy f the reprt. Fr these interactins t be available they must be enabled in the Interactive HTML Optins Menu in the reprt designer. Changing Styling While viewing an html reprt right click a cell t pen the style menu. Using this menu yu can change fnt, size, fregrund and backgrund clr, bld, italic, underline and alignment ptins. 108 Exag Inc.

Resizing Clumns The clumns f an html reprt can be resized by dragging the light grey bar at the tp f the page t the desired size. Applying Interactive Filters Any available interactive filters can be enabled by clicking the plus buttn ( Filters sectin f the HTML dck which is lcated next t the reprt. ) in the Nte: Interactive filters must be defined in the Interactive HTML Optins Menu. Additinal filters can be created directly n the html reprt by right clicking. See Cnditinal Filters fr mre details. After enabling a filter use the checkbx, drpdwn r slider t select what values shuld appear n the reprt. After selecting a value the reprt will refresh with the filter applied. Click the minus buttn ( deactivate the filter. ) t remve an active filter. Again the reprt will refresh t 109 Exag Inc.

Cnditinal Filters While viewing an HTML reprt yu can set filters n specific values in additin t the predefined interactive filters. T create a cnditinal filter right click n a cell f the reprt, chse and peratr frm the Apply T drpdwn then click the filter buttn ( ). The cnditinal filter will appear in the Dck belw the interactive filters and srts. Changing Srts 110 Exag Inc.

In the dck next t the reprt yu can change the directin f any srts n the reprt by clicking the ascending ( ) and descending ( ) buttns. Additinally, yu can srt by individual clumns f the reprt by clicking n the light grey bar at the tp f the page. Hiding Clumns In the dck next t the reprt yu can shw/hide the clumns f the reprt by checking/unchecking the clumn names. 111 Exag Inc.

Saving & Clearing Changes Changes styling, clumn sizes, srts and filters can be saved in a number f ways. In the tlbar abve the reprt: Using the Clear drpdwn ( ) yu can remve any changes made t the reprt. Use the Save buttn ( ) t save interactive changes nt the reprt. Use the Save as New Reprt buttn ( ) t make a cpy f the reprt with the changes. Use the Save Changes as User Reprt buttn ( ) t save yur changes as a User Reprt. The changes will be applied each time yu run the reprt but nt when ther users run the reprt. Use the Delete User Reprt buttn ( ) remve any changes that were saved as User Reprt. Exprting t Other Frmats Frm the HTML viewer yu can exprt a reprt, including any interactive changes, t ther frmats such as Excel, PDF, RTF, r CSV. T d s use the exprt buttn in the tlbar abve the reprt and selected the exprt frmat. 112 Exag Inc.

Creating and Editing Dashbards Dashbards prvide an HTML canvas that can display reprts, data visualizatins, images, text and web pages. T create a new dashbard, click the New Dashbard icn in the Main Menu. The Dashbard Designer will appear in a new tab. Dashbard Designer The Dashbard Designer can be used t add reprts, text, images and web pages t a dashbard. The Dashbard Designer has fur cmpnents; the Design Canvas, Tl Bx, Data Fields and the Tlbar. 113 Exag Inc.

Dashbard Canvas Within the Dashbard Designer yu can: Mve and resize Dashbard Items Style Dashbard Items with alignment, brders, clrs, etc. Edit Dashbard Items such as Reprts, Data Visualizatins and Text Tlbx By dragging Dashbard Items frm the Tlbx nt the canvas yu can add the fllwing: Reprts Data Visualizatins Text Images Web Pages Interactive Filters Data Fields After dragging a Data Visualizatin frm the Tlbx n t the Canvas yu can add Data Fields by dragging them ver the Data Visualizatin. Tlbar Using the tlbar yu are able t: Rename the Dashbard and mdify its descriptin. Set the Dashbard t autmatically run when entering this tl. Change the backgrund clr f the canvas. Frmat the fnt, fnt size, alignment, clr and brders f text. Save the dashbard. Execute the dashbard as HTML. Dashbard Items By dragging Dashbard Items nt the canvas yu can add the fllwing items t the dashbard: 114 Exag Inc.

Reprts Dashbard Visualizatins Text Images Web Pages Interactive Filters Adding Reprts T add an existing reprt t the dashbard drag and drp the Reprt Buttn ( ) ver the Dashbard Canvas. The Reprt Prperties menu will appear. The Reprt Prperties menu has fur tabs: Reprt, Filters, Parameters and Optins. Reprt In the Reprts tab select the reprt yu want t display n the dashbard. Filters If the selected reprt has any Prmpt fr Value Filters, thse filters will appear in the Filters tab. In this tab yu can specify hw t prmpt fr these filter values. Fr each Filter: Use the Actin drpdwn t select hw the filter shuld prmpt. Dashbard Prmpt When the dashbard executes, yu will be prmpted fr a value that is used by all f the reprts n the dashbard that filter using this Data Field. Reprt Prmpt When the dashbard executes yu will be prmpted fr a value t filter this specific reprt. 115 Exag Inc.

Assign Value Assign the filter a specific value. This filter will nt prmpt when the dashbard executes. In the Data (Prmpt Text r Value) clumn enter a value if the Actin is Assign Value; if the Actin is Dashbard r Reprt Prmpt, enter text t use fr the prmpt. Parameters If the selected reprt has any Prmpting Parameters, thse parameters will appear in the Parameters tab. In this tab yu can specify hw t prmpt fr these parameter values. Fr each Parameter: Use the Actin drpdwn t select hw the parameter shuld prmpt. Dashbard Prmpt When the dashbard executes, yu will be prmpted fr a value that is used by all f the reprts n the dashbard that parameter. Reprt Prmpt When the dashbard executes yu will be prmpted fr a value that is used by this specific reprt. Assign Value Assign the parameter a specific value and d nt prmpt when the dashbard executes. In the Data (Prmpt Text r Value) clumn enter a value if the Actin is Assign Value; if the Actin is Dashbard r Reprt Prmpt, enter text t use fr the prmpt. 116 Exag Inc.

Optins In the Optins tab specify settings fr hw the reprt displays n the dashbard. Execute In the Title Text bx, prvide a title fr the reprt. This title will be displayed in n the canvas when editing the dashbard. Check Allw scrlling t allw scrlling n the dashbard if the reprt is larger than the designated size n the canvas. Set the number f secnds at which t re-execute the reprt. Set t 0 t nly execute the reprt when the dashbard is first run. Design Check the Only execute reprt in design screen when reprt is manually refreshed t prevent the reprt frm being executed while editing the dashbard. 117 Exag Inc.

Adding Data Visualizatins T create a new Visualizatin n the dashbard drag and drp the Data Visualizatin icn ( ) nt the Dashbard Canvas. A Data Visualizatin item will appear. With the Data Visualizatin item yu can: Drag Data Fields nt the item t create a chart r a tabular reprt. Use the Optins Menu ( ) t filter, name r mdify ther settings f the Visualizatin. Mdify hw the Data Fields are gruped and summarized, by pening the Data Mdel Menu ( ). Save the Data Visualizatin as a new Standard Reprt ( ). Nte: Subsequent changes in the Standard Reprt Designer will nt be reflected n the Data Visualizatin. T have thse changes appear n the dashbard add the new reprt t the dashbard. Cnvert frm a chart t tabular reprt (r vice versa) by selecting Cnvert t Chart in the right-click menu. Nte: A Data Visualizatin must have at least tw Data fields in rder t display a chart, ne f which must be numeric. Adding Text T add text t the dashbard drag and drp the Text icn ( ) ver the Dashbard Canvas. A text bx will appear. Type the desired text in this bx. Use the Tlbar t frmat the text. 118 Exag Inc.

Adding Images T add an image t the dashbard drag and drp the Image icn ( Canvas. An image bx will appear. Click the insert image buttn ( t uplad. ) ver the Dashbard ) and select the image Adding Web Pages 119 Exag Inc.

T add a web page t the dashbard drag the URL Buttn ( ) ver the Dashbard Canvas. A URL menu will appear. Entire the desired URL and press Ok ( ). Nte: Sme web pages will nt appear as they d nt permit being embedded within anther web page. Adding Interactive Filters T add an interactive filter t the dashbard drag and drp the Filter icn ( ) ver the Dashbard Canvas. The Filter Prperties menu will appear. The Filter Prperties menu has tw tabs: Reprts and Filter. Reprts In the Reprts tab select which reprts and data visualizatins the filter shuld apply t by checking the bx in the Cntrlled clumn. Nte: The all f the reprts and visualizatins being cntrlled by the filter must share at least ne cmmn Data Categry. 120 Exag Inc.

Filter In the Filter tab specify what data shuld be used filtered hw the interactive filter shuld appear n the dashbard. Use the Filter value drpdwn t select the data field that shuld be filtered. Nte: The filter can be applied t a calculatin instead f a data field by using the frmula buttn ( ). Use the Type drpdwn t specify what kind f interactive filter t display: Single Chice: A drpdwn with the pssible values f the filter. Multiple Chice: All pssible values fr the filter presented with check bxes t select a ne r mre values. Single Slider: Select the filter value by sliding a pint alng a scale. Range Slider: A scale that displays values between tw pints. In the style drpdwn specify if the filter shuld be vertically r hrizntally riented. In the Value Srt Directin specify if the filter values shuld appear frm least t greatest (ascending) r vice versa (descending). Click the Frmat buttn ( ) t pen the frmat menu and specify hw the filter values shuld be displayed. 121 Exag Inc.

Tlbar The tlbar cntains the buttns and menus used t mdify the dashbard. Saving Dashbards The dashbard can be saved by clicking the save buttn ( ). Und/Red Any actin n a dashbard can be undne by clicking ( ) r pressing CTRL + Z. Undne actins can be redne by clicking ( ) r pressing CTRL + Y. Brders T create brders arund a dashbard item, select it and click the Frmat icn ( ). Uncheck Make Brders Unifrm t mdify specific edges. T widen the brders either key in a value r use the arrws in the width bx. T change the clr either select a clr frm the drp-dwn r enter a hex value. 122 Exag Inc.

Brders can be runded by clicking the Runded Edges buttn ( ) in the tlbar. Frmatting Dashbard Text Text items can be frmatted using buttns in the tlbar. A text item must be selected fr these changes t be applied. Fnt T change the fnt use the fnt drp-dwn ( ). The fnt names appear in the style that they represent. The B, I and U icns make the fnt bld, italicized and underlined, respectively. Text size can be cntrlled using the up and dwn arrws n fnt size menu ( ). Clr T change the text clr, click the Fregrund Clr buttn ( ) and then select a clr r enter a hex value int the Fregrund bx. Click the clear buttn t revert t the default clr ( ). T change the backgrund clr, click the Backgrund Clr buttn ( ) and then select a clr r enter a hex value int the Backgrund bx. Click the clear buttn t revert t the default clr ( ). Alignment Text can be aligned t the tp, center, r bttm f a cell using the vertical alignment buttns. Text can be centered, justified r aligned t the left r right f a cell using the hrizntal alignment buttns. 123 Exag Inc.

Renaming Dashbards T change the name f a dashbard click Rename in the Tlbar drp-dwn menu. Mdify the name and select the flder where the Dashbard will be saved. Click OK. Changing The dashbard descriptin appears at the bttm f the Main Menu. Thugh dashbard descriptins are ptinal they are utilized when searching reprts. T mdify a dashbard descriptin click in the Tlbar drp-dwn menu. Fill in the descriptin and click OK. Dashbard Optins Click Optins in the Tlbar drp-dwn menu t pen the Dashbard Optins Windw. General Optins 124 Exag Inc.

T change the backgrund clr f the dashbard canvas, select a clr r enter a hex value. Check Shw reprt title bar n executin t allw reprts n an executed dashbard t be selected and mdified. Executing Dashbards Dashbards can be run frm the Main Menu r the Tlbar. T run a dashbard frm the Main Menu first select the dashbard yu want t run and click the HTML buttn. When editing a dashbard simply click the HTML buttn t execute the dashbard. Nte: Dashbards can nly be executed as HTML 125 Exag Inc.

Frmulas Frmulas allw yu t d calculatins, parse strings, insert images, and much mre. Frmulas are the cmpsitin f functins, parameters, Data Fields and references t ther cells. Functins Functins must begin with an = sign. Yu can use mre than ne functin in each cell. Additinally there are lgical functins that allw fr if/then/else cnditinal statements. Functins include date, financial, infrmatin, lgical, mathematical, statistical, text and data. Nte Functin names are nt case sensitive (aggsum is the same as AggSum). Fr a cmplete list f functins, including descriptin, remarks and examples, refer t Full f Functins. Parameters T call a parameter, enter its name between @ signs. Parameters can be used in functins r alne in a cell fllwing an = sign. Nte Parameters are case sensitive (pagenumber is nt the same as pagenumber). Parameters names shuld nt cntain the @ symbl. Fr a list f parameters, including a descriptin see Full f Parameters. Yur administratr has the ability t create additinal parameters. Data Fields T use a Data Field as part f a functin enter the name between curly brackets (Ex.{Orders.OrdersID}). Referencing a Cell T reference anther cell s value enter the clumn name with a capital letter and the rw number between square brackets (Ex. [A2]). A cell reference can be used in functins r alne in a cell fllwing an = sign. Nte: Cell references will update if rws r clumns are added r deleted hwever dragging a cell t a will nt update cell references. This may cause errrs in yur frmulas. 126 Exag Inc.

Using Frmulas Frmulas can either be entered in the Frmula Editr r by manually written int cells. Frmula Editr 1. Navigate t the Reprt Designer. 2. Click in the cell yu want the frmula t be in. 3. Click the Frmula Editr Buttn ( ). 4. Create the desired frmula by selecting the desired functins and clicking add r drag and drpping int the Summary bx. Nte When embedding functins begin with the utermst functin and add them mving inward. (ex. T get =TRUNCATE(SQRT(162)), first add Truncate then the square rt functin.) 5. Click Ok. Manual Frmulas T manually add frmulas: 1. Navigate t the Reprt Designer. 127 Exag Inc.

2. Duble click in the desired cell. 3. Enter the frmula. 4. Save the reprt. 128 Exag Inc.

Full f Parameters pagenumber: reprtname: reprtfullname: Returns the number f the current page. Fr RTF utput, pagenumber cannt be used with ther frmulas. =@pagenumber@ will display the current page number fr all utput types. = Pg. & @pagenumber@ will display pg. fllwed by the page number fr HTML and PDF utput. Returns the name f the reprt. Returns the file path f the reprt. Fr a reprt named Transcripts in a Flder named Student Dcuments @reprtfullname@ wuld return Student Dcuments/Transcripts. 129 Exag Inc.

130 Exag Inc. Quick List f Functins Aggregate: AggAvg AggCunt AggDistinctCunt AggMax AggMin AggSum Financial: DB DDB Fv Intrate Ipmt Nper Npv Pmt Ppmt Pv Rate Sln Syd Date: Date DateAdd DateDiff DateValue Day Days360 GlbalDateFrmat GlbalDateTimeFrma t Hur Minute Mnth Nw Secnd Time TimeFrmat1 TimeValue Tday Year Arithmetic & Gemetric: Abslute Acs Acsh Asin Asinh Atan Atan2 Atanh Ceiling Cs Csh Even Exp Fixed Flr Int Ln Lg Lg10 Md Odd Pi Pwer Prduct Qutient Rand Sin Sinh Sqrt Tan Tanh Truncate Frmatting: Bld Italic Underline String: Cncatenate Left Len Lwer Mid NewLine Replace Right Trim Upper Value Operatrs: & + - * / Lgical: And False If Nt Or Switch True Database & Data Type: DBNull IsBlank IsErrr IsEven IsLgical IsNnText IsNull IsNumber IsOdd IsText Null Type Other: FilterValue LadImage StripHtmlTag

Full f Functins This sectin prvides detailed infrmatin n the available functins. Types f Functins: Aggregate Functins Lgical Functins Date Functins Financial Functins Database and Data Type Functins Arithmetic and Gemetric Functins String Functins Frmatting Functins Other Functins 131 Exag Inc.

Aggregate Functins Aggregate functins can be executed n nn-numeric fields. AggAvg: Returns the average f the values in the field. Only accepts Data Fields as input. Ex. aggavg({orderdetail.quantity}) - returns the average quantity f sales rders. AggCunt: Returns the number f unique entities in the Data Categry. The aggcunt functin uses the Data Categry, nt the Data Field. Fr example, the functin aggcunt( {Officer.Salary} ) cunts the number f Officers. Yu culd replace Officer.Salary with any ther field in the Officer Data Categry and the functin wuld still cunt the number f fficers. Only accepts Data Fields as input. Ex. aggcunt( {Orders.PrductPrice}) - returns the number f sales rders. AggDistinctCunt: AggMax: AggMin: Returns the number f unique values in the Data Field. Unlike aggcunt, aggdistinctcunt returns the number f unique values f the Data Field. Only accepts Data Fields as input. Ex. aggdistinctcunt({orderdetail.quantity}) - returns the number distinct quantities in an rder. Returns the maximum value in the field. Only accepts Data Fields as input. Ex. aggmax({orderdetail.discunt}) - returns the largest discunt. Returns the minimum value in the field. 132 Exag Inc.

AggSum: Only accepts Data Fields as input. Ex. aggmin({orderdetail.discunt}) - returns the smallest discunt. Returns the sum f the values in the field. Only accepts Data Fields as input. Ex. aggsum({orderdetail.quantity}) - returns the ttal quantity f units rdered. 133 Exag Inc.

Lgical Functins Lgical functins can be used t handle cnditinal infrmatin. And: False: If: Nt: Or: Returns TRUE if all its arguments are TRUE; returns FALSE if any argument is FALSE. The arguments must evaluate t TRUE r FALSE. Nte: The And functin can take mre than tw arguments as input. Ex. AND(2+2=4, 4+0=4, 2+3=6) returns FALSE. Returns the lgical value FALSE. Yu can als type the wrd FALSE directly nt the wrksheet r int a frmula; it is interpreted as the lgical value FALSE. Takes three arguments as input. Returns the secnd argument if the first evaluates t TRUE. Otherwise returns the third argument. The first input must evaluate t TRUE r FALSE. Ex. if({orderdetail.price}= 0, FREE,{OrderDetail.Price}) - returns FREE if the price is 0, therwise it returns the price. Reverses the value f its argument. Argument shuld evaluate t TRUE r FALSE. Ex. Nt(FALSE) - returns TRUE. Returns TRUE if any argument is TRUE. The arguments must evaluate t lgical values such as TRUE r FALSE. Nte: The Or functin can take mre than tw arguments as input. 134 Exag Inc.

Switch: Ex. OR(2+2=4, 4+0=8, 2+3=6) - returns TRUE. This functins shuld be used instead f placing if() functin inside f if() functins. Takes any even number f inputs arguments. The 1 st argument will be the test value t cmpare t. The 2 nd argument will be returned if nne f the cmparisns return true. The 3 rd, 5 th, 7 th arguments will be cmpared t the 1 st argument. When the first match ccurs the fllwing argument will be returned. True: Fr example if argument 3 matches argument 1 then the 4 th argument will be returned. Ex. Switch({Categries.CategryName}, NOT FOUND, Beverages, Drink up!, Cndiments, Enhance, Cnfectins, Sweet Tth ) returns a string based n the Categry Name. Returns the lgical value TRUE. Yu can als type the wrd TRUE directly nt the wrksheet r int a frmula; it is interpreted as the lgical value TRUE. 135 Exag Inc.

Date Functins Date functins can be used t d calculatins and frmatting n Date values. Date: DateAdd: Creates a date value frm three numeric values. This functin shuld be used t represent a date t ther functins instead f representing a date as text. Ex. Date(2012,7,4) returns the date July 4th, 2012. Returns the sum f a date and a quantity f time. DateAdd takes three input arguments. A string representing the interval yu want t add. The interval can be. "yyyy" (year), "y" (days), "d" (days), "w" (weeks), "m" (mnths), "h" (hurs), "n" (minutes), "s" (secnds), "ww" (weeks f year), r "q" (quarters). A real number representing hw much time yu want t add t the date. A DateValue. DateDiff: Ex. DateAdd( h,1,nw()) returns the date and time 1 hur frm nw. Returns the amunt f time between tw dates. DateDiff takes three input arguments. A string representing the interval yu want t add. The interval can be. "yyyy" (year), "y" (days), "d" (days), "w" (weeks), "m" (mnths), "h" (hurs), "n" (minutes), "s" (secnds), "ww" (weeks f year), r "q" (quarters). The first date value. DateValue: The secnd date value. Ex. DateDiff( yyyy, date(1787,9,17), nw())- returns the number f years since the signing f the United States Cnstitutin Cnverts a date represented as text (e.g. '30-jan-2008') t a date value. Any time infrmatin in the Date_text is ignred. The ticks returned always represent a time-f-day f Midnight (in the server's lcal time). 136 Exag Inc.

If the year prtin f Date_text is mitted, DATEVALUE uses the current year n the server. Day: Use this functin when cmparing tw dates. Ex. DateValue(30-jun-2011) returns the date bject 6/30/2011. Ex. DateValue({Orders.OrderDate}) > DateValue(Tday()) cmpares the rder date t tday. Returns the day prtin f a date as a whle number. Values returned by the YEAR, MONTH and DAY functins will be Gregrian Calendar values regardless f the display frmat fr the supplied date value. Ex. Day({Appintment.Date}) - returns the day f the appintment. Day360: Returns the number f days between tw dates based n a 360-day year. Often used in accunting applicatins. Date360 takes three input arguments. The first date value. The secnd date value. Optinal: True/False indicating t use Eurpean r American methd f cmputatin. If nt included the American methd is used. Ex. Day360({Appintment.Date},tday())- returns the number f days between tday and the appintment date. GlbalDateFrmat: Returns a DATE value whse frmat is based n the sessin frmat. Only accepts data bjects as input. Ex. GlbalDateFrmat({Appintment.Date})- returns the date f the appintment based n the sessin frmat. GlbalDateTimeFrmat: Returns a DATETIME value whse frmat is based n the sessin frmat. Only accepts data bjects as input. 137 Exag Inc.

Ex. GlbalDateTimeFrmat({Appintment.Date})- returns the date and time f the appintment based n the sessin frmat. Hur: Returns the hur f a time value ranging frm 0 (12:00 AM) t 23 (11:00 PM). Times may be entered as text strings within qutatin marks r a date time value. Ex. Hur("2:50:05PM") returns 14. Minute: Mnth: Nw: Secnd: Time: Returns the Minute f a time value ranging frm 0 t 59. Times may be entered as text strings within qutatin marks r a date time value. Ex. Minute("2:50:05PM") returns 50. Returns the mnth prtin f a date as a whle number, ranging frm 1 (January) t 12 (December). Values returned by the YEAR, MONTH and DAY functins will be Gregrian Calendar values regardless f the display frmat fr the supplied date value. Ex. Mnth({Appintment.Date})- returns the mnth f the appintment. Returns tday s date and time (in lcal server time). If embedding in ther functins use Nw( false ). Ex. Nw() - returns the current date and time. Nw( false ) returns the current date and time frmatted MM/dd/yyyy hh:mm:ss. Returns the secnds f a time value ranging frm 0 t 59. When a time mits secnds, 0 (zer) is assumed. Times may be entered as text strings within qutatin marks r a date time value. Ex. Secnd("2:50:05PM") returns 5. Returns the number f ticks in a perid f hurs, minutes and secnds. 138 Exag Inc.

TimeFrmat1: TimeValue: This functin shuld be used t represent a time t ther functins instead f representing a time as text. Time takes three input arguments. Hurs Minutes Secnds Ex. Time(14,50,5) returns 534050000000. Returns the time cmpnent f a DATETIME input frmatted as 'hh:mm tt'. This functin shuld be used t represent a time t ther functins instead f representing a time as text. Ex. Timefrmat1({Appintment.Date}) returns the appintment date in the frmat as hh:mm tt. Cnvert a time represented in text (i.e., HH-mm-ss ) int time values that can be passed t ther functins. Acceptable frmats include "5:55 PM" and "17:55". A time separatr is mandatry ("17:00" is acceptable, "1700" is nt). Tday: Year: If AM/PM is nt present AM is assumed. When specifying AM r PM, d nt use perids ("A.M." r "P.M." will return an errr). Ex. TimeValue(Time(14,50,5))- returns the time bject 14:50:05. Returns tday s date with n time cmpnent. If embedding in ther functins use Tday( false ). See the Nw() functin t get tday's date with its time cmpnent. Ex. Tday()- returns the current date. Tday( false ) returns the current date frmatted as MM/dd/yyyy. Returns the year prtin f a date as a whle number, ranging frm 1 t 9999. Ex. Year(tday()) returns 2011. 139 Exag Inc.

Financial Functins DB: DDB: Returns the depreciatin f an asset fr a specified perid using the fixeddeclining balance methd. Cst is the initial cst f the asset. Salvage is the value at the end f the depreciatin (smetimes called the salvage value f the asset). Life is the number f perids ver which the asset is being depreciated (smetimes called the useful life f the asset). Perid is the perid fr which yu want t calculate the depreciatin. Perid must use the same units as life. Mnth is the number f mnths in the first year. If mnth is mitted, it is assumed t be 12. The fixed-declining balance methd cmputes depreciatin at a fixed rate. DB uses the fllwing frmulas t calculate depreciatin fr a perid: (cst - ttal depreciatin frm prir perids) * rate where: rate = 1 - ((salvage / cst) ^ (1 / life)), runded t three decimal places. Depreciatin fr the first and last perids is a special case. Fr the first perid, DB uses this frmula: cst * rate * mnth / 12. Fr the last perid, DB uses this frmula: ((cst - ttal depreciatin frm prir perids) * rate * (12 - mnth)) / 12. Data Assumptins: Initial cst=1,000,000 (A2); Salvage value=100,000 (A3); Lifetime in years=6 (A4). Ex. DB([A2],[A3],[A4],1,7) - Depreciatin in first year, with nly 7 mnths calculated (186,083.33). Ex. DB([A2],[A3],[A4],2,7) - Depreciatin in secnd year (259,639.42). Ex. DB([A2],[A3],[A4],3,7) - Depreciatin in third year (176,814.44). Ex. DB([A2],[A3],[A4],4,7) - Depreciatin in furth year (120,410.64). Ex. DB([A2],[A3],[A4],5,7) - Depreciatin in fifth year (81,999.64). Ex. DB([A2],[A3],[A4],6,7) - Depreciatin in sixth year (55,841.76). Ex. DB([A2],[A3],[A4],7,7) - Depreciatin in seventh year, with nly 5 mnths calculated (15,845.10). Returns the depreciatin f an asset fr a specified perid using the dubledeclining balance methd r sme ther methd yu specify. Cst is the initial cst f the asset. Salvage is the value at the end f the depreciatin (smetimes called the salvage value f the asset). Life is the number f perids ver which the asset is being depreciated (smetimes called the useful life f the asset). Perid is the perid fr which yu want t calculate the depreciatin. Perid must use the same units as life. Factr is the rate at which the balance declines. If factr is mitted, it is assumed t be 2 (the duble-declining balance methd). Nte that all five arguments must be psitive numbers. The duble-declining balance methd cmputes depreciatin at an accelerated rate. Depreciatin is highest in the first perid and decreases in successive perids. DDB uses the fllwing frmula t calculate depreciatin fr a perid: ((cst-salvage) - ttal depreciatin frm prir perids) * (factr/life). Change factr if yu d nt want t use the duble-declining balance methd. Use the VDB functin if yu want t switch t the straight-line depreciatin methd when depreciatin is greater than the declining balance calculatin. Data Assumptins: Initial cst=2400 (A2); Salvage value=300 (A3); Lifetime in years=10 (A4). Ex. DDB([A2],[A3],[A4]*365,1) - First day's depreciatin. Ex. DDB([A2],[A3],[A4]*12,1,2) - First mnth's depreciatin (40.00). Ex. DDB([A2],[A3],[A4],1,2) - First year's depreciatin (480.00). 140 Exag Inc.

Ex. DDB([A2],[A3],[A4],10) - Tenth year's depreciatin. FV: Intrate: Nte that the results are runded t tw decimal places. Returns the future value f an investment based n peridic, cnstant payments and a cnstant interest rate. Fr a mre cmplete descriptin f the arguments in FV and fr mre infrmatin n annuity functins, see PV (Abve). Rate is the interest rate per perid. Nper is the ttal number f payment perids in an annuity. Pmt is the payment made each perid; it cannt change ver the life f the annuity. Typically, pmt cntains principal and interest but n ther fees r taxes. If pmt is mitted, yu must include the pv argument. Pv is the present value, r the lump-sum amunt that a series f future payments is wrth right nw. If pv is mitted, it is assumed t be 0 (zer), and yu must include the pmt argument. Type is the number 0 r 1 and indicates when payments are due. If type is mitted, then it is assumed t be 0. Make sure that yu are cnsistent abut the units yu use fr specifying rate and nper. If yu make mnthly payments n a fur-year lan at 12 percent annual interest, use 12%/12 fr rate and 4*12 fr nper. If yu make annual payments n the same lan, use 12% fr rate and 4 fr nper. Fr all the arguments, cash yu pay ut, such as depsits t savings, is represented by negative numbers; cash yu receive, such as dividend checks, is represented by psitive numbers. Data Assumptins: Annual interest rate=6% (A2); Number f payments=10 (A3); Amunt f the payment=-200 (A4); Present value=-500 (A5); Payment is due at the beginning f the perid=1 (A6)...(see abve). Ex. FV([A2]/12, [A3], [A4], [A5], [A6]) returns future value f an investment with these terms (2,581.40). Returns the interest rate fr a fully invested security. Nte that dates shuld be entered by using the DATE functin, r as results f ther frmulas r functins. Fr example, use DATE(2008,5,23) fr the 23rd day f May, 2008. Prblems can ccur if dates are entered as text. Settlement is the security's settlement date. The security settlement date is the date after the issue date when the security is traded t the buyer. Maturity is the security's maturity date. The maturity date is the date when the security expires. Investment is the amunt invested in the security. Redemptin is the amunt t be received at maturity. Basis is the type f day cunt basis t use. The settlement date is the date a buyer purchases a cupn, such as a bnd. The maturity date is the date when a cupn expires. Fr example, suppse a 30-year bnd is issued n January 1, 2008, and is purchased by a buyer six mnths later. The issue date wuld be January 1, 2008, the settlement date wuld be July 1, 2008, and the maturity date wuld be January 1, 2038, which is 30 years after the January 1, 2008, issue date. Settlement, maturity, and basis are truncated t integers. If settlement r maturity is nt a valid date, INTRATE returns the #VALUE! errr value. If investment = 0 r if redemptin = 0, INTRATE returns the #NUM! errr value. If basis < 0 r if basis > 4, INTRATE returns the #NUM! errr value. If settlement = maturity, INTRATE returns the #NUM! errr value. Data Assumptins...Settlement date=february 15, 2008 (A2); Maturity date=may 15, 2008 (A3); Investment=1,000,000 (A4); Redemptin value=1,014,420 (A5); Actual/360 basis (see abve)=2 (A6). 141 Exag Inc.

Ipmt: Nper: Ex. INTRATE([A2],[A3],[A4],[A5],[A6]) - returns discunt rate, fr the terms f the bnd abve (0.05768 r 5.77%). Returns the interest payment fr a given perid fr an investment based n peridic, cnstant payments and a cnstant interest rate. Fr a mre cmplete descriptin f the arguments in IPMT and fr mre infrmatin abut annuity functins, see PV. Rate is the interest rate per perid. Per is the perid fr which yu want t find the interest and must be in the range 1 t nper. Nper is the ttal number f payment perids in an annuity. Pv is the present value, r the lump-sum amunt that a series f future payments is wrth right nw. Fv is the future value, r a cash balance yu want t attain after the last payment is made. If fv is mitted, it is assumed t be 0 (the future value f a lan, fr example, is 0). Type is the number 0 r 1 and indicates when payments are due. If type is mitted, it is assumed t be 0. Make sure that yu are cnsistent abut the units yu use fr specifying rate and nper. If yu make mnthly payments n a fur-year lan at 12 percent annual interest, use 12%/12 fr rate and 4*12 fr nper. If yu make annual payments n the same lan, use 12% fr rate and 4 fr nper. Fr all the arguments, cash yu pay ut, such as depsits t savings, is represented by negative numbers; cash yu receive, such as dividend checks, is represented by psitive numbers. Data Assumptins: Annual interest=10% (A2); Perid fr which yu want t find the interest=1 (A3); Years f lan=3 (A5); Present value f lan=8000 (A6). Ex. IPMT([A2]/12, [A3]*3, [A4], [A5]) - Interest due in the first mnth fr a lan with the terms abve (-22.41). Nte that the interest rate is divided by 12 t get a mnthly rate. The years the mney is paid ut is multiplied by 12 t get the number f payments. Returns the number f perids fr an investment based n peridic, cnstant payments and a cnstant interest rate. Fr a mre cmplete descriptin f the arguments in NPER and fr mre infrmatin abut annuity functins, see PV (abve). Rate is the interest rate per perid. Pmt is the payment made each perid; it cannt change ver the life f the annuity. Typically, pmt cntains principal and interest but n ther fees r taxes. Pv is the present value, r the lump-sum amunt that a series f future payments is wrth right nw. Fv is the future value, r a cash balance yu want t attain after the last payment is made. If fv is mitted, it is assumed t be 0 (the future value f a lan, fr example, is 0). Type is the number 0 r 1 and indicates when payments are due. Set Type equal t 0 (r mitted) if payments are due at the end f the perid; Set type equal t 1 if payments are due at the beginning f the perid. Data Assumptins: Annual interest rate=12% (A2); Payment made each perid=- 100 (A3); Present Value=-1000 (A4); Future Value=10000 (A5); Payment is due at the beginning f the perid=1 (A6). Ex. NPER([A2]/12, [A3], [A4], [A5], 1) - Perids fr the investment with the abve terms (60). Ex. NPER([A2]/12, [A3], [A4], [A5]) - Perids fr the investment with the abve terms, except payments are made at the beginning f the perid (60). Ex. NPER([A2]/12, [A3], [A4]) - Perids fr the investment with the abve terms, except with a future value f 0 (-9.578). 142 Exag Inc.

Npv: Pmt: Calculates the net present value f an investment by using a discunt rate and a series f future payments (negative values) and incme (psitive values). Rate is the rate f discunt ver the length f ne perid. Value1, value2,...are 1 t 29 arguments representing the payments and incme. Value1, value2,...must be equally spaced in time and ccur at the end f each perid. NPV uses the rder f value1, value2,...t interpret the rder f cash flws. Be sure t enter yur payment and incme values in the crrect sequence. Arguments that are numbers, empty cells, lgical values, r text representatins f numbers are cunted; arguments that are errr values r text that cannt be translated int numbers are ignred. If an argument is an array r reference, then nly numbers in that array r reference are cunted. Empty cells, lgical values, text, r errr values in the array r reference are ignred. The NPV investment begins ne perid befre the date f the value1 cash flw and ends with the last cash flw in the list. The NPV calculatin is based n future cash flws. If yur first cash flw ccurs at the beginning f the first perid, the first value must be added t the NPV result, nt included in the values arguments. Fr mre infrmatin, see the example belw. NPV is similar t the PV functin (present value). The primary difference between PV and NPV is that PV allws cash flws t begin either at the end r at the beginning f the perid. Unlike the variable NPV cash flw values, PV cash flws must be cnstant thrughut the investment. Fr infrmatin abut annuities and financial functins, see PV. NPV is als related t the IRR functin (internal rate f return). IRR is the rate fr which NPV equals zer: NPV(IRR(...),...) = 0. Data Assumptins: Annual discunt rate=10% (A2); Initial cst f investment ne year frm tday=-10,000 (A3); Return frm first year=3,000 (A5); Return frm secnd year=4,200 (A6). Ex. NPV([A2], [A3], [A4], [A5], [A6]) - Net present value f this investment (1,188.44)...In the preceding example, yu include the initial $10,000 cst as ne f the values, because the payment ccurs at the end f the first perid. Calculates the payment fr a lan based n cnstant payments and a cnstant interest rate. Fr a mre cmplete descriptin f the arguments in PMT, see the PV functin. Rate is the interest rate fr the lan. Nper is the ttal number f payments fr the lan. Pv is the present value, r the ttal amunt that a series f future payments is wrth nw; als knwn as the principal. Fv is the future value, r a cash balance yu want t attain after the last payment is made. If fv is mitted, it is assumed t be 0 (zer), that is, the future value f a lan is 0. Type is the number 0 (zer) r 1 and indicates when payments are due. The payment returned by PMT includes principal and interest but n taxes, reserve payments, r fees smetimes assciated with lans. Make sure that yu are cnsistent abut the units yu use fr specifying rate and nper. If yu make mnthly payments n a fur-year lan at an annual interest rate f 12 percent, use 12%/12 fr rate and 4*12 fr nper. If yu make annual payments n the same lan, use 12 percent fr rate and 4 fr nper. Data Assumptins: Annual interest rate=8% (A2); Number f mnths f payments=10 (A3); Amunt f lan=10000 (A4). Ex. PMT([A2]/12, [A3], [A4]) - Mnthly payment fr a lan with the abve terms (-1,037.03). Ex. PMT([A2]/12, [A3], [A4], 0, 1) - Mnthly payment fr a lan with the abve 143 Exag Inc.

Ppmt: Pv: terms, except payments are due at the beginning f the perid (-1,030.16). Returns the payment n the principal fr a given perid fr an investment based n peridic, cnstant payments and a cnstant interest rate. Fr a mre cmplete descriptin f the arguments in PPMT, see PV (abve). Rate is the interest rate per perid. Per specifies the perid and must be in the range 1 t nper. Nper is the ttal number f payment perids in an annuity. Pv is the present value the ttal amunt that a series f future payments is wrth nw. Fv is the future value, r a cash balance yu want t attain after the last payment is made. If fv is mitted, it is assumed t be 0 (zer), that is, the future value f a lan is 0. Type is the number 0 r 1 and indicates when payments are due. Make sure that yu are cnsistent abut the units yu use fr specifying rate and nper. If yu make mnthly payments n a fur-year lan at 12 percent annual interest, use 12%/12 fr rate and 4*12 fr nper. If yu make annual payments n the same lan, use 12% fr rate and 4 fr nper. Data Assumptins: Annual interest rate=10% (A2); Number f years in the lan=2 (A3); Amunt f lan=2000 (A4). Ex. PPMT([A2]/12, 1, [A3]*12, [A4]) - Payment n principle fr the first mnth f lan (-75.62). Nte the interest rate is divided by 12 t get a mnthly rate. The number f years the mney is paid ut is multiplied by 12 t get the number f payments. Returns the present value f an investment. The present value is the ttal amunt that a series f future payments is wrth nw. Fr example, when yu brrw mney, the lan amunt is the present value t the lender. Rate is the interest rate per perid. Fr example, if yu btain a car lan at a 10% annual interest rate and make mnthly payments, yur interest rate per mnth is 10%/12, r 0.83%. Yu wuld enter 10%/12, r 0.83%, r 0.0083, int the frmula as the rate. Nper is the ttal number f payment perids in an annuity. Fr example, if yu get a fur-year car lan and make mnthly payments, yur lan has 4*12 (r 48) perids. Yu wuld enter 48 int the frmula fr nper. Pmt is the payment made each perid and cannt change ver the life f the annuity. Typically, pmt includes principal and interest, but n ther fees r taxes. Fr example, the mnthly payments n a $10,000, fur-year car lan at 12 percent are $263.33. Yu wuld enter -263.33 int the frmula as the pmt. If pmt is mitted, yu must include the fv argument. Fv is the future value, r a cash balance yu want t attain after the last payment is made. If fv is mitted, then it is assumed t be 0 (the future value f a lan, fr example, is 0). Fr example, if yu want t save $50,000 t pay fr a special prject in 18 years, then $50,000 is the future value. Yu culd then make a cnservative guess at an interest rate and determine hw much yu must save each mnth. If fv is mitted, then yu must include the pmt argument. Type is the number 0 r 1 and indicates when payments are due. Make sure that yu are cnsistent abut the units yu use fr specifying rate and nper. If yu make mnthly payments n a fur-year lan at 12 percent annual interest, use 12%/12 fr rate and 4*12 fr nper. If yu make annual payments n the same lan, use 12% fr rate and 4 fr nper. In annuity functins, cash yu pay ut, such as a depsit t savings, is represented by a negative number; cash yu receive, such as a dividend check, is represented by a psitive number. Fr example, a $1,000 depsit t the bank wuld be represented by the argument - 1000 if yu are the depsitr and by the argument 1000 if yu are the bank. Data Assumptins: Mney paid ut f an insurance annuity at the end f every mnth=500 (A2); 8% is the interest rate earned n the mney paid ut (A3); 20 is 144 Exag Inc.

Rate: Sln: Syd: the number f years the mney will be paid ut (A4). Ex. Pv([A3]/12, 12*[A4], [A2],, 0) - Present value f an annuity with the stated terms (-59,777.15). The result is negative because it represents mney that yu wuld pay in an utging cash flw. If yu are asked t pay ($60,000) fr the annuity, yu wuld determine this wuld nt be a gd investment because the present value f the annuity (59,777.15) is less than what yu are asked t pay. NOTE that the interest rate is divided by 12 t get a mnthly rate. The years the mney is paid ut is multiplied by 12 t get the number f payments. Returns the interest rate per perid f an annuity. RATE is calculated by iteratin and can have zer r mre slutins. If the successive results f RATE d nt cnverge t within 0.0000001 after 20 iteratins, RATE returns the #NUM! errr value. Fr a cmplete descriptin f the arguments nper, pmt, pv, fv, and type, see PV. Nper is the ttal number f payment perids in an annuity. Pmt is the payment made each perid and cannt change ver the life f the annuity. Typically, pmt includes principal and interest but n ther fees r taxes. If pmt is mitted, yu must include the fv argument. Pv is the present value the ttal amunt that a series f future payments is wrth nw. Fv is the future value, r a cash balance yu want t attain after the last payment is made. If fv is mitted, it is assumed t be 0 (the future value f a lan, fr example, is 0). Type is the number 0 r 1 and indicates when payments are due. Guess is yur guess fr what the rate will be. If yu mit guess, it is assumed t be 10 percent. If RATE des nt cnverge, try different values fr guess. RATE usually cnverges if guess is between 0 and 1. Make sure that yu are cnsistent abut the units yu use fr specifying guess and nper. If yu make mnthly payments n a fur-year lan at 12 percent annual interest, use 12%/12 fr guess and 4*12 fr nper. If yu make annual payments n the same lan, use 12% fr guess and 4 fr nper. Data Assumptins: Years f the lan=4 (A2); Mnthly payment=-200 (A3); Amunt f the lan=8000 (A4). Ex. Rate([A2]*12, [A3], [A4]) - Mnthly rate f the lan with the stated terms (1%). Nte that the number f years f the lan is multiplied by 12 t get the number f mnths. Returns the straight-line depreciatin f an asset fr ne perid. Cst is the initial cst f the asset. Salvage is the value at the end f the depreciatin (smetimes called the salvage value f the asset). Life is the number f perids ver which the asset is depreciated (smetimes called the useful life f the asset). Data Assumptins: Cst=30,000 (A2); Salvage value=7,500 (A3); Years f useful life=10 (A4). Ex. Sln([A2], [A3], [A4]) - The depreciatin allwance fr each year (2,250). Returns the sum-f-years' digits depreciatin f an asset fr a specified perid. Cst is the initial cst f the asset. Salvage is the value at the end f the depreciatin (smetimes called the salvage value f the asset). Life is the number f perids ver which the asset is depreciated (smetimes called the useful life f 145 Exag Inc.

the asset). Per is the perid and must use the same units as life. Data Assumptins: initial cst=30,000 (A2); Salvage value=7,500 (A3); Lifespan in years=10 (A4). Ex. Syd([A2], [A3], [A4], 1) - Yearly depreciatin allwance fr the first year (4,090.91). Ex. Syd([A2], [A3], [A4], 10) - Yearly depreciatin allwance fr the tenth year (409.09). 146 Exag Inc.

Database & Data Type Functins DataRwCunt: Returns the number f rws retrieved frm the data surce when executing the reprt. Suppse reprt is run t retrieve basic infrmatin n 10 emplyees Ex. DataRwCunt() shuld return 10. DBNull: IsBlank: IsErrr: IsEven: IsLgical: IsNnText: IsNDataQualified: Returns DBNULL. Checks if a cell is empty. Ex. IsBlank([A1]) returns TRUE if the cell [A1] is blank, FALSE therwise. Checks if a value is an errr value. Errr values include (#N/A, #VALUE!, #REF!, #DIV/0!, #NUM!, #NAME?, r #NULL!). Ex. IsErrr([A1]) returns TRUE if the cell [A1] cntains an errr value, FALSE therwise. Checks if a value is an even number. Ex. IsEven([A1]) returns TRUE if the cell [A1] cntains an even number, FALSE therwise. Checks if a value is TRUE r FALSE. Ex. IsLgical([A1]) returns TRUE if the cell [A1] cntains TRUE/FALSE, FALSE therwise. Checks if a value is nt text. Nn Text values include dates, numbers, images and blank cells. Ex. IsNnText([A1]) returns TRUE if the cell [A1] cntains nn text, FALSE therwise. 147 Exag Inc.

IsNull: IsNumber: IsOdd: IsText: Null: Type: Returns True if n data qualified fr the reprt executin. Otherwise it returns false. Suppse reprt is run t retrieve basic infrmatin n 10 emplyees Ex. IsNDataQualified() returns false. Checks whether a value is null (Nthing in VB). Checks if a value is a number. Des nt cnvert text t numbers. Ex IsNumber( 19 ) returns FALSE. Ex. IsNumber([A1]) returns TRUE if the cell [A1] cntains a number, FALSE therwise. Checks if a value is dd. Ex. IsOdd([A1]) returns TRUE if the cell [A1] cntains an dd number, FALSE therwise. Checks if a value is text. Ex. IsText([A1]) returns TRUE if the cell [A1] cntains text, FALSE therwise. Returns a null value (Nthing in VB). Returns the type f value. Returns 1 if the value is a number, 2 if it is text. Ex. Type( Jhn Smit ) returns 2. 148 Exag Inc.

Arithmetic & Gemetric Functins +, -, *, /: Abs: Basic mathematical functins. Returns the abslute value f a number. Acs: Acsh: Asin: Asinh: Atan: Ex. Abs(-23.1) returns 23.1. Returns the arccsine, r inverse csine, f a number. The input must be frm -1 t 1. The returned angle is given in radians in the range 0 (zer) t pi. If yu want t cnvert the result frm radians t degrees, then multiply it by 180/PI() r use the DEGREES functin. Ex. Acs(-.231) returns 1.80390168255052. Returns the inverse hyperblic csine f the given number. The input must be a real number greater than r equal t 1. Ex. Acsh(10) returns 2.993223. Returns the arcsine f the given number in radians, in the range -Pi/2 t Pi/2. The input is the sine f the angle yu want and must be in the range frm -1 t 1. Ex. Asin(-0.5) returns 0.5236. Returns the inverse hyperblic sine f a number. The input can be any real number. Nte: asinh(sinh(n)) returns n. Ex. Asinh(-2.5) returns -1.64723. 149 Exag Inc.

Atan2: Returns the arctangent, inverse tangent f a number. The input can be any real number. Atan returns an angle given in radians in the range -Pi/2 t Pi/2. Ex. Atan(1) returns 0.785398 (pi/4). Returns the angle frm the x-axis t a line cntaining the rigin (0, 0) and a pint with crdinates (x,y). The input requires tw values, the x and y crdinates. Nte: If bth x,y are 0 then Atan2 will return the errr #Div/0! Atanh: Ceiling: A negative result represents a clckwise angle. Ex. Atan2(1, 1) returns 0.785398 (pi/4). Returns the inverse hyperblic tangent f a number. The input must be frm -1 t 1. Nte: Atanh(tanh(n)) returns n. Ex. Atanh(.76159416) returns 1 (apprximately). Returns the number runded up, away frm zer, t the nearest multiple f significance. The input requires tw values, the number t be runded and the multiple f significance. Regardless f the sign f number, a value is runded up when adjusted away frm zer. Cs: Nte: If the argument is nn-numeric, then Ceiling returns the errr #VALUE! Ex. Ceiling(4.42,.05) returns 4.45. Returns the csine, f an angle in radians. The returned angle is given in radians in the range 0 (zer) t pi. If yu want t cnvert the result frm radians t degrees, then multiply it by 180/PI() r use the DEGREES functin. 150 Exag Inc.

Csh: Even: Exp: Fixed: Flr: Ex. Cs(1.047) returns 0.500171. Returns the hyperblic csine f a number. Ex. Cs(4) returns 27.30823. Returns a number runded up t the nearest even integer. Regardless f the sign f number, a value is runded away frm zer. Nte: If the number is nn-numeric, then EVEN returns the errr #VALUE! Ex. Even(1.5) returns 2. Returns e raised t the pwer f the input. Exp is the inverse f Ln, the natural lgarithm. Ex. Exp(1) returns 2.718282 (the apprximate value f e). Returns the first argument runded t the number f decimal places specified in the secnd argument. Takes three input: 1. The number yu want t rund. 2. The number f digits t the right f the decimal t include. 3. OPTIONAL: TRUE/FALSE whether t mit cmmas. The default is FALSE (includes cmmas as nrmal). Ex. Fixed(1234.5678, 2) returns 1,234.56. Runds the number dwn, tward zer, t the nearest multiple f significance. The input requires tw values, the number t be runded, and the multiple f significance. Regardless f the sign f number, a value is dwn tward zer. Int: Nte: If the argument is nn-numeric, then Flr returns the errr #VALUE! Ex. Flr(2.6,.5) returns 2.5. 151 Exag Inc.

Ln: Lg: Lg10: Md: Odd: Pi: Runds a number dwn t the nearest integer. The input must be a real number. Ex. Int(2.6) returns 2. Returns the natural lgarithm f a number. LN is the inverse f the EXP functin. Ex. Ln(86) returns 4.454347. Returns the lgarithm f a number t the base yu specify. The first input is the number and the secnd is the base (if mitted base 10 used). Ex. Lg(100) returns 2. Returns the base 10 lgarithm f a number. Ex. Lg10(86) returns 1.934498451. Returns the remainder after first argument is divided by the secnd argument. The secnd argument must nt be 0. Ex. Md(27,5) returns 2. Returns a number runded up t the nearest dd integer. The input must be a real number. Odd always runds away frm zer. Ex. Md(1.5) returns 3. Returns the number 3.14159265358979, the mathematical cnstant pi, accurate t 15 digits. 152 Exag Inc.

Pwer: Prduct: Ex. Pi() returns 3.14159265358979. Returns the result f the first argument raised t the secnd argument. The peratr ^ may be used instead f this functin Ex. Pwer(5,2) returns 25. Returns the prduct f the arguments. The * symbl may be used in place f prduct Qutient: Arguments must be numbers, cell references r text representatins f numbers. Ex. Prduct(5,2) returns 10. Als 5 * 2 - returns 10. Returns the integer prtin f a divisin. The / symbl may be used in place f prduct Rand: Rund: This functin discards the remainder f the divisin. Ex. Qutient(5,2) returns 2. Als 5/2 returns 2. Returns an evenly-distributed randm number between 0 and 1 (inclusive). T generate a randm real number between a and b, use: RAND()*(b-a)+a. Ex. Rand() returns a randm number between 0 and 1. Returns a runded number. Takes ne r tw input: RunningSum: The number t rund. 2. The number f decimal places desired. Ex. Rund(5.236, 2) returns 5.24 153 Exag Inc.

Returns a running ttal f the input field. Takes ne r tw input: The Data Field yu want t sum. 2. OPTIONAL: A Data Field r Categry. The running sum will reset t 0 whenever there is a new value fr this Data Field r Categry. Nte: RunningSum shuld nt be used with the AutSum feature. Ex. 1. RunningSum({Emplyees.Salary}) returns running ttal f all the emplyee s salary. 2. RunningSum({Emplyees.Salary}, {Emplyees.Regin}) returns a running ttal f emplyee s salary fr each regin. Sin: Sinh: 3. RunningSum({Emplyees.Salary}, {Cmpany}) returns a running ttal f emplyee s salary fr each Cmpany. Returns the sine f the given angle. The returned angle is given in radians in the range 0 (zer) t pi. If yu want t cnvert the result frm radians t degrees, then multiply it by 180/PI() r use the DEGREES functin. Ex. Sin(1.047) returns.0865926611287823. Returns the hyperblic sine f a number. Sqrt: Tan: Ex. Sinh(4) returns 27.1899171971278. Returns the psitive square rt f the argument. If the input is negative Sqrt returns the errr #NUM!. Ex. Sqrt(25) returns 5. Returns the tangent f the given angle. The returned angle is given in radians in the range 0 (zer) t pi. If yu want t cnvert the result frm radians t degrees, then multiply it by 180/PI() r use 154 Exag Inc.

Tanh: the DEGREES functin. Ex. Tan(.785) returns.99920. Returns the hyperblic tangent f a number. Truncate: Ex. Tanh(-2) returns.96403. Truncates a number t an integer by remving the fractinal part f the number. INT and TRUNC are different nly when using negative numbers: TRUNC (-4.3) returns -4, but INT (-4.3) returns -5 because -5 is the lwer number. Ex. Truncate(9.9) returns 9. 155 Exag Inc.

String Functins Cncatenate: Left: Len: Lwer: Mid: NewLine: Replace: Jins several text strings int ne text string. The "&" peratr can be used instead f CONCATENATE t jin text items. Ex. Cncatenate( This, is, ne string! ) returns This is ne string! Returns the first character(s) f a text string. The first argument is the string yu want t display. The secnd argument is number f characters yu want. Ex. Left( example, 2 ) returns ex. Returns the number f characters in a text string. Ex. Len( example ) returns 7. Cnverts all uppercase letters in a text string t lwercase. Ex. Lwer( EXAMPLE ) returns example. Returns a specific number f characters frm a text string starting where yu specify. Mid takes three input arguments: 1. The text string. 2. The place yu want t start. 3. The number f characters yu want t display. Ex. Mid( example, 2, 3) returns xam. Begins a new line f text. Replaces part f a text string. Replace takes fur input argurments: 156 Exag Inc.

Right: Trim: Upper: Value: 1. The text string t partially replaced 2. The place yu want t start replacing. 3. The number f characters t replace. 3. The string yu want t substitute. Ex. Replace("example", 2, 3, "*") returns e*ple. Returns the last characters in a text string. The first argument is the string yu want t display. The secnd argument is number f characters yu want. Ex. Right("example", 2) returns le. Remves all spaces frm text except fr single spaces between wrds. Ex. Trim("This sentence has weird spacing.", 2) returns This sentence has weird spacing. Cnverts text t uppercase. Ex. Upper("example") returns EXAMPLE. Cnverts a text string that represents a number t a number. Ex. Value("$1,000") returns 1000. 157 Exag Inc.

Frmatting Functins Bld: Italic: Applies the bld frmatting t the input. Can be used t bld part but nt all f the text in a cell. An entire cell can be made bld using the bld buttn in the tlbar r ctrl + B. Ex. = The secnd half f & bld( this sentence is bld. ) returns The secnd half f this sentence is bld. Applies the italic frmatting t the input. Can be used t italic part but nt all f the text in a cell. Underline: An entire cell can be italicized using the italic buttn in the tlbar r ctrl + I. Ex. = The secnd half f &italic ( this sentence is italic. ) returns The secnd half f this sentence is bld. Applies the underline frmatting t the input. Can be used t underline part but nt all f the text in a cell. An entire cell can be underlined using the underline buttn in the tlbar r ctrl + U. Ex. = The secnd half f &underline ( this sentence is underlined. ) returns The secnd half f this sentence is underlined. 158 Exag Inc.

Other Functins CellValue: FilterValue: Returns the value f the current cell. This functin is nly used in Cnditinal Frmatting. Suppse a cell f a reprt displays the price f prducts. Ex. CellValue()> 150 returns True if the price f the prduct is greater than 150. Returns the current value f a filter. Takes three arguments. 1. The index f the filter. 2. The sub-index used fr filters that cntain multiple values (i.e. between r ne f). 3. (Optinal) a true/false indicatr if the value shuld be frmatted fllwing the users culture settings. This is used fr numbers and dates. If there are n filters the functin will return an Index ut f Range message. Hyperlink: Indexes begin with 1. Suppse the filter summary is Order Detail.UnitPrice > '3.6' and Prducts.PrductName is ne f ('Bstn Crab Meat', 'Tfu'). Ex. FilterValue(2,2) returns Tfu. Creates a hyperlink t an external website. Takes tw arguments. 1. The URL f the website. 2. (Optinal) the text t display in the cell. If display text is mitted the URL will display. LadImage: Nte: If PDF exprts pen in a tab within this applicatin, then clicking the hyperlink may direct a user t leave the applicatin. Ex. Hyperlink( www.fakewebsite.cm, click here ) returns a hyperlink that displays the text click here. Clicking this text will pen http://www.fakewebsite.cm. 159 Exag Inc.

Lads a server side image based n the input path int the cell. Can be used t lad an image dynamically in place f the insert image feature. The path t the image must be in qutatin marks. The entire path f the image is nt required if yur administratr has set a 'LadImage' Prefix. StripHtmlTags: Ex. LadImage("c:/StaryNight.JPG") will return Remves any html tags frm the input string. The input must be a string in between qutatin marks. Ex. StripHtmlTags("<h1>This is heading 1</h1>") - returns This is heading 1. 160 Exag Inc.

User Guide Version v2015.1