5030ab9ad77a47147ce0b357145af1fb7c119b33
FAQ/Introduction.md
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| 1 | +**Introduction** |
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| 2 | + |
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| 3 | +We are continually developing online Izenda Reports training materials focused on the needs of novice users. The materials will include a basic overview of building reports which utilize bar, pie, and trend charts as well as some advanced topics. These materials include both video and printable formats. |
|
| 4 | + |
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| 5 | +All training materials are available on the Izenda Reports site at no charge. The presentations and lessons assume the availability of a working copy of Izenda Reports connected to a database containing both text and numerical data. You may print and re-distribute these materials to any users within the organization or company that licenses Izenda Reports. |
|
| 6 | + |
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| 7 | +The training walks through the features available in the various tabs of Izenda Reports in order to familiarize the users with the options available: |
|
| 8 | +* **Datasources tab:** |
|
| 9 | + Here you can select the data sources (tables and views) to use in your report. There are two ways to view this. |
|
| 10 | + * Basic: The basic view of the data sources tab will let you choose from a list of recent data sources or choose one data source from a list. |
|
| 11 | + * Advanced: This view will let you choose any number of data sources and define their relationships. This acts as an SQL join would. |
|
| 12 | +* **Field tab:** |
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| 13 | + Here you can select how many records to display, as well as define which data you wish to be included in your report. Here is a list of controls and their descriptions. |
|
| 14 | + * Records: Defines the maximum amount of results to display. |
|
| 15 | + * Field: Allows selection of the table columns from the data set(s) chosen in the previous tab. |
|
| 16 | + * Description: A name for the data column. This is filled in with the column name by default. |
|
| 17 | + * Sort: Allows sorting of the data in ascending order when the report is generated |
|
| 18 | + * VG: With this selected, a grid will be created for each unique value in the chosen field when the report is generated |
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| 19 | + * A: Allows arithmetic operations to be performed |
|
| 20 | +Summary tab |
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| 21 | +Chart tab |
|
| 22 | +Gauge tab |
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| 23 | +Misc tab |
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| 24 | +Style tab |
|
| 25 | +Filters Tab |
|
| 26 | +Pivots Feature |
|
| 27 | +The training lessons focus on creating reports with these features: |
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| 28 | +[[Lesson 1: The Basics]] |
|
| 29 | +[[Lesson 2: Trend Charts]] |
|
| 30 | +[[Lesson 3: Bar Charts]] |
|
| 31 | +[[Lesson 4: Pie Charts]] |
|
| 32 | +[[Lesson 5: Advanced Charting & Analysis]] |
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| 33 | +[[Lesson 6: Pivot Feature Steps]] |
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| 34 | +* [[Contacting Microsoft]] |
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| 35 | +* [[Setting Up a Branded Izenda Demo in 15 Minutes]] |
|
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Introduction.md
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| 1 | -**Introduction** |
|
| 2 | - |
|
| 3 | -We are continually developing online Izenda Reports training materials focused on the needs of novice users. The materials will include a basic overview of building reports which utilize bar, pie, and trend charts as well as some advanced topics. These materials include both video and printable formats. |
|
| 4 | - |
|
| 5 | -All training materials are available on the Izenda Reports site at no charge. The presentations and lessons assume the availability of a working copy of Izenda Reports connected to a database containing both text and numerical data. You may print and re-distribute these materials to any users within the organization or company that licenses Izenda Reports. |
|
| 6 | - |
|
| 7 | -The training walks through the features available in the various tabs of Izenda Reports in order to familiarize the users with the options available: |
|
| 8 | -* **Datasources tab:** |
|
| 9 | - Here you can select the data sources (tables and views) to use in your report. There are two ways to view this. |
|
| 10 | - * Basic: The basic view of the data sources tab will let you choose from a list of recent data sources or choose one data source from a list. |
|
| 11 | - * Advanced: This view will let you choose any number of data sources and define their relationships. This acts as an SQL join would. |
|
| 12 | -* **Field tab:** |
|
| 13 | - Here you can select how many records to display, as well as define which data you wish to be included in your report. Here is a list of controls and their descriptions. |
|
| 14 | - * Records: Defines the maximum amount of results to display. |
|
| 15 | - * Field: Allows selection of the table columns from the data set(s) chosen in the previous tab. |
|
| 16 | - * Description: A name for the data column. This is filled in with the column name by default. |
|
| 17 | - * Sort: Allows sorting of the data in ascending order when the report is generated |
|
| 18 | - * VG: With this selected, a grid will be created for each unique value in the chosen field when the report is generated |
|
| 19 | - * A: Allows arithmetic operations to be performed |
|
| 20 | -Summary tab |
|
| 21 | -Chart tab |
|
| 22 | -Gauge tab |
|
| 23 | -Misc tab |
|
| 24 | -Style tab |
|
| 25 | -Filters Tab |
|
| 26 | -Pivots Feature |
|
| 27 | -The training lessons focus on creating reports with these features: |
|
| 28 | -[[Lesson 1: The Basics]] |
|
| 29 | -[[Lesson 2: Trend Charts]] |
|
| 30 | -[[Lesson 3: Bar Charts]] |
|
| 31 | -[[Lesson 4: Pie Charts]] |
|
| 32 | -[[Lesson 5: Advanced Charting & Analysis]] |
|
| 33 | -[[Lesson 6: Pivot Feature Steps]] |
|
| 34 | -* [[Contacting Microsoft]] |
|
| 35 | -* [[Setting Up a Branded Izenda Demo in 15 Minutes]] |
|
| ... | ... | \ No newline at end of file |