Working with Object or Report from Repository

To show or hide the panel, click the Report Objects button in the View group on the Foresight ribbon tab.

NOTE. The panel cannot be displayed if the report contains no objects.

If rows, columns or fixed area contain:

• One dimension. The list of selected dimension elements is displayed.

• More than one dimension. The dimension name and the list of selected elements are displayed.

To set up table parameters:

• Select the Edit item in the context menu of the element that corresponds to the table

• Double-click the table in the report.

The Insert dialog box opens.

To filter table data, use the drop-down menu of the Filter button in the Table group on the ribbon.

Totals can be calculated for the data in table rows or columns. To set up parameters of totals calculation, use the drop-down menus of the Row Total/Column Total buttons in the Table group on the ribbon.

Sorting direction is set by the radio button in the element's context menu:

• No Sorting. Default. Values are not sorted

• Ascending. Values are sorted in ascending order

• Descending. Values are sorted in descending order.

NOTE. Sorting can be based only on values of a single element in a row or column.

To add a calculated element, select Add in the context menu of a row or column. The Layout dialog box opens, parameters of working with which are described in the Setting Up Layout section.

To delete the selected element:

• Select the Delete item in the element's context menu

• Press the DELETE key.

The element is deleted without a confirmation request.

If rows, columns, or fixed area contain:

• One dimension. The list of selected dimension elements is displayed.

• More than one dimension. The dimension name and the list of selected elements are displayed.

To set up chart parameters:

• Select the Edit item in the context menu of the element that corresponds to the chart.

• Double-click the chart in the report.

The Insert dialog box opens.

Only an element positioned on the X or Y axis can be deleted.

To delete the selected element:

• Select the Delete item in the element's context menu.

• Press the DELETE key.

The element is deleted without a confirmation request.

To set up map parameters:

• Select the Edit item in the context menu of the element that corresponds to a map

• Double-click a map in the report.

The Map Properties dialog box opens.

A report scale is a set of rules applied to visual formatting of map data. A report has only one color scale by default.

To view information on the scales available in the report, select Add Scale in the context menu of the element that corresponds to a map. The Report Scales dialog box opens:

The dialog box contains all available scales. To view and edit scale parameters, select the required scale in the list.

To add a scale, click the Add button. The drop-down menu appears where the user can select the type of the added scale:

• Add color scale. It is used to set color formatting for map indicators

• Add hatch scale. It is used to set line formatting for map indicators

• Add numeric scale. It is used in pie and bar factors to specify the radius or height of chart parts.

A new scale is added to the end of the scales list.

To delete the selected scale, click the Delete button. A confirmation dialog box opens.

To edit an expression:

• Select the Edit item in the context menu of the element that corresponds to the expression.

• Double-click the expression in the report.

Depending on the expression type, the Insert Value From or Value dialog box opens.

The following can be inserted into the report text:

• Value calculated with the expression.

• Selection of dimension elements for the expression data source.

Select the Insert Into Text item in the context menu of the element that corresponds to the expression or to the data source dimension.

A shifted value is used to get the value of an expression calculated for another time interval.

NOTE. If aggregation is used for the calendar dimension in the expression, a shifted value cannot be created.

To create a shifted value, select the Create Shifted Value item in the context menu of the element that corresponds to the calendar dimension. The Value Shift dialog box opens:

Specify parameters:

• Dimension. Specify the calendar dimension to calculate value shift

• Select the radio button that sets shift parameters:

• • Shift Within Level. The value is shifted within the same calendar level to a specified number of periods. For example, one year forward, or two quarters backward. Specify the calendar level and the number of periods for the shift in the appropriate boxes.

  • Shift to Another Level. Shift value from one level to another. For example, from annual to quarterly level. Determine the required calendar level.

The following options are used to view values produced as the result of a shift:

• Result. Calendar value accounting for a shift.

• Value. Expression value accounting for a shift.

On the Report Objects panel, a shifted value is displayed as a child element of the expression. For example:

Operations available for shifted values:

• Edit

• Insert into text.

All the operations are executed identically to operations with the expression.