Specify report design options

Use the Design tab to specify visual attributes of your report. You can choose between two different kinds of tables on which to base your report and from many different types of charts to display your report.

The Design tab contains a toolbar and the Graphic design menu.

Select your report design display mode

You use the Design tab toolbar to specify how to display your report on the Design tab. Choose between Design mode and Preview mode. In addition, you can display the SQL used to select data for your report and to display and hide the Graphic design menu. See Specify graphic design attributes

The toolbar contains the following buttons:

Specify graphic design attributes

To specify graphic design elements and attributes, use the Graphic design menu. You can specify the following attributes:

  • Chart type - Type of chart and attributes specific to the type you choose.
  • Table type - Standard or cross table. Options include switching rows and columns, sorting rows, and ranking rows. Options vary depending on the type of table your choose.
  • Style - A pre-defined style.

Select a chart type

At the top of the Graphic design menu, an icon is displayed to represent the type of chart currently selected for the report. Use the Graphic design menu to select a chart type and specify its attributes.

  1. Click the chart icon at the top of the Graphic design menu.
  2. The Chart Properties dialog box is displayed.
  3. By default, the selected chart type is Table, which has no attributes.
  4. To select a different chart type, click the chart type icon in the Chart Properties dialog box. See Dashboard chart types for information about available chart types.
  5. The Chart Properties dialog box is redisplayed with the new chart type selected, including fields for you to specify values for attributes particular to the new chart type.
  6. The following table provides information about individual chart properties. Note that not all properties will be applicable to all charts.
  7. Field Description
    Show legend Specifies the location of the legend next to the chart: top, bottom, left, right. You may also choose to have no legend.
    Number of intermediate values Specifies the number of ticks on the axis.
    Extent calculation

    Specifies the graduation of data. The possible values are:

    • Keep unchanged - (default) Graduations range from the minimum to the maximum value of displayed data at regular intervals.
    • Enlarged - Adds a lower and a higher margin to the graduations over the displayed data for better readability. Each margin represents 20% of the displayed data. Other graduations are created at regular intervals as in the default behavior.
    • Zero included - Forces the display of zero among graduations, modifying the limits if necessary. This option is used when all data is either positive or negative. In the first case, graduations will go from zero to the max value and, in the second case, from the min value to zero. Other graduations are created at regular intervals as in the default behavior.
    • Rounded - Same as the default behavior, but graduation values are rounded to an appropriate level of precision depending on the data.
    • Rounded and zero included - Combines the Rounded and Zero included modes, forcing the display of zero among graduations and using rounded values.
    • Average/Standard deviation - Graduations are created in order to get close to a fair distribution of data on the intervals. Thus, these intervals may not be even. The calculation is based on a Gaussian distribution of data.
    • Integer average/standard deviation - Same as the Average/Standard deviation option above with graduations rounded to integer values.
    • Integer values - Same as the default behavior but graduation values are rounded to integers.
    • Customized - Uses the "Min ordinate" and "Max ordinate" parameters and creates the other markings at regular intervals.
    • Logarithmic scale - Displays the different values using a logarithmic scale, appropriate to large differences in values.
    Min ordinate Specifies the lower limit of the axis when using the Customized extent calculation.
    Max ordinate Specifies the higher limit of the axis when using the Customized extent calculation.
    Extent calculation 2nd axis Defines the graduation of the second ordinates axis. Possible values are the same as for the Extent calculation.
    Min ordinate 2nd axis Specifies the lower limit of the second axis when using the customized extent calculation.
    Max ordinate 2nd axis Specifies the lower limit of the second axis when using the customized extent calculation.
    Color list Colors used by the chart.
    Stroke type Defines the stroke type to be displayed in the chart.
    2nd stroke type Defines the stroke type of the second line in the chart.
    Display mode Specify the display mode of certain charts as either line or area type.
    Axis units max width Number of characters displayed for the labels on each axis.
    Label max width Number of characters displayed for the labels inside the chart.
    Interactive In interactive mode, the Report displays more details for each section of the chart by mousing over it.
    Show values You can show data inside or outside the chart. You can also display no data.
    Customize thresholds Specify the type of threshold and color code. Customize the threshold by specifying the threshold values, which must be in descending order from top to bottom.
    Use different colors By default, multiple colors are used and each line defines a different variable. If only one color is used for all the bubbles, the color is the one of the text used for the first line.
    Show percentages You can show percentages inside or outside the chart. You can also display no percentages.
    Explode You can detach a certain area of the chart
    Orientation [-180..180] Specify the orientation of the chart in degrees from horizontal.
    Diameter / Surface Specify whether the bubble size ratio is based on the diameter or the surface area of the bubbles.
    Number of left lines Number of lines in the left.
    Number of right lines Number of lines in the right.
    Thresholds display mode Specify whether to show a threshold in your chart. Thresholds are displayed as a colored line or area.
    Zoom If checked, areas containing information are magnified and the rest of the map is discarded.
    Show Missing Displays a legend for the regions in a map chart that do not have a corresponding code.
    Color for Missing Specify the color used to highlight the regions in a map chart that do not have a corresponding code.
    Map type Specify which map is displayed.
    Threshold pattern

    Choose the format of the data of the values on the horizontal axis. Specify {0} to allow data to be formatted automatically.

    Gauge display mode

    Choose from the four available display modes:

    • Background thresholds: Default.Gauges are filled according to the value to be displayed and thresholds are shown as background colors.
    • Outline thresholds: Gauges do not use all the available width, as the outline is used to display thresholds.
    • Cursors on various gauges: Values are displayed by cursors and thresholds by background colors.
    • Cursors on single gauge: Values are displayed by cursors and thresholds by background colors, but all values are displayed on a single gauge.
    Number of bars Number of bars to be displayed.
    Number of lines Number of lines to be displayed.
    Bind axis

    Use this option to synchronize the scale of both ordinate axes of the graph.

    Linear regression lines Specify whether the graph draws the regression line for each set.
    Show milestones Specify whether to show milestones for each task. Available on Gantt view chart.
    Axis starts today Force the axis to start with the current date. This option is available only for time axes.
    Use different colors By default, multiple colors are used, and each line defines a different variable. If only one color is used for all the bubbles, the color is that of the text used for the first line.
  8. Specify values for the attribute fields and click OK.

Select a table type

Below the chart icon in the Graphic design menu, you select the type of table to display report data. Choose from the following:

  • Standard table – a table containing a series of columns (based on data dictionary fields you select) on which you can define sections, breaks, groupings, and calculation. See Standard table design.
  • Cross table – a table containing a number of dimensions and data objects. You can define sections, calculations and rankings for cross tables. See Cross table design.

Some of the features in this menu are common to standard and cross tables:

Feature

Description

Switch cols and rows

With standard tables, this feature displays data in rows rather than columns.

With cross tables it swaps the rows and columns. Selecting the menu item a second time restores the normal display.

Add a sort

You can specify a sort order for the data displayed in the report.

  • When you click Add a sort, the Sort dialog displays.
  • In the dialog, click the Add button to add a line to the field.
  • You can delete a line by clicking on Delete button.
  • Field : specify the field on which to apply the sort.
  • Sort : choose ascending or descending type of sort.
  • Click OK to add the sort criteria.
Note   This option is available only for a standard report.
Add a ranking

You may apply a ranking to the table:

  • Values number on top : number of lines that you want to keep from the beginning of the table
  • Values number on bottom : number of lines to be kept from the end of the table.
  • Display other values : by checking this option you may display the cumulative total of the intermediate lines.
  • Other values label : provide a description for the line above.
  • Click OK to add a ranking.
  • If you want to delete the ranking, you must remove the first and last values and then click OK.
Note   This option is available only for a standard report.
Group duplicate values

For reports based on standard dictionaries or multi dictionaries, you have the option to eliminate duplicates from the result set. By default, this option is selected for all types of reports except the search type. To display the results as they are in the database, deselect the option Group duplicate values. If Aggregations are used in reports the Group duplicate values option is automatically disabled as it is not applicable.

Note   This option is not available for reports based on SQL type data dictionaries. In this case, to group your results, add a GROUP BY statement in your SQL query.
Hide header

Hide the header of your table.

Note   This option is available only for a standard report.
Style

You can select which style to apply to the table by clicking on it in the menu. All the styles created in the Look and feel > Style session are shown in the menu.

Select a style

The Graphic design menu provides a list of styles. Each style consists of graphic design elements, such as line thickness and color scheme.

Select the name of a style to apply it to the current chart.

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