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Columns Tab

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Use the Columns tab to customize the layout and data in a report. Columns with a check in the box to the left are visible on the report. If you need to filter on a column in the report but don't want it to show, move the column to the end of the list for columnar reports, and to the beginning for cross-tab reports, and uncheck the box. You can then filter on that field without it showing on the report. Certain columns on a report can not be hidden, and are indicated by the grayed box.

When choosing different report types and styles, the Type column will change to reflect the what type of data that column represents.

Row indicates the column will take up a row on the report. Both Columnar and Cross-tab reports can have rows.
Column indicates the column will occupy a column on the report. Both Columnar and Cross-tab reports can have rows.
Cross-tab indicates the data in this column will be used for the column headers of the Data column below it. Only Cross-tab reports can have this type.
Data indicates the column will be uses as the data for the Cross-tab grid. Only Cross-tab reports can have this type.

Report Type

The report type is used to select the type of report you would like to generate. Currently there are two type of reports:

Columnar reports present data in the traditional way.

Cross-tab reports display data in a grid. Microsoft refers to these types of reports as Pivot table reports. Basically, one column in the report becomes a dynamic heading in the report. Cross-tab reports require a minimum of three columns to create the grid.

Report Style

The report style is used to determine how the report will be grouped and displayed. This option has no affect for CSV, XML, or SQL displayed reports. The column names will indent to give a visual clue on how the report is styled.

Flat reports are not grouped by any column.
Grouped reports are grouped by the first column. The first column becomes a row heading.
Subgrouped reports are grouped by the first and second column. The first and second columns become row headings.

UP and DOWN Arrows

Select a column in the report and click the Up or Down arrow to move the column on the report.

Add

Click the Add button to display a list of columns available for this report or to duplicate the selected column. The new column is added to the end of the list. Use the Up and Down arrow buttons to move the column to the desired location. When duplicating a column, the settings from the duplicated column are copied into the new column.

Edit (Column Settings)

Use the Edit button to change the column name on the report, set the sort direction, set a fixed width, or change the alignment of the heading and data. If the data displayed in the column is word-wrapping and this is no desirable, it is best to use the Emphasis button and add <nobr>...</nobr> around the column values.

Remove

Click the Remove button to delete the selected column from the report. If a column is not being used, it is best to remove it from the report rather than hiding it by unchecking the check box.

Filter

A filter allows you to restrict the rows of data in a report by a specific column's  value. Click the Filter button to create a new filter for the selected column if one doesn't exist. Otherwise, you can click the Filter button to edit a filter already applied to a column. To clear an existing filter, click the disclosure triangle to the right of the button and select Clear Filter.

If a column is filtered, an "X" will display in the "F" column of the list..

Case

A case allows you to replace column values with another value when the report is generated. Case columns can be sorted on these new values. If sorting is not an issue, you might want to use Emphasis instead. Click the Case button to create a new case for the selected column if one doesn't exist. Otherwise, you can click the Case button to edit or clear a case on a column.

If a column has a Case applied, an "X" will display in the "C" column of the list..

Aggregate

An aggregate allows you to apply a function to all the values in a column and apply a filter to the resultant value. Click the Aggregate button to create a new aggregate for the selected column if one doesn't exist. Otherwise, you can click the Aggregate button to edit or clear the aggregate on a column.

If a column is aggregated, an "X" will display in the "A" column of the list..

Emphasis

Emphasis allows you to customize the display of all or specific values from a column. Use this option to wrap column data with html code, or change specific values for display. Click the Emphasis button to create a new emphasis for the selected column if one doesn't exist. Otherwise, you can click the Emphasis button to edit or clear the emphasis on a column.

If a column has emphasis, an "X" will display in the "A" column of the list..

Related Topics

Edit Column Dialog Box

Column Filter Dialog Box

Case Dialog Box

Aggregate Dialog Box

Emphasis Dialog Box

 


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