86812015976acef607212efe613ef3a5539a601e
FAQ/Introduction.md
| ... | ... | @@ -6,18 +6,18 @@ We are continually developing online Izenda Reports training materials focused o |
| 6 | 6 | |
| 7 | 7 | 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. |
| 8 | 8 | |
| 9 | -###Report Designer |
|
| 9 | +##Report Designer |
|
| 10 | 10 | |
| 11 | 11 | The training walks through the features available in the various tabs of the Izenda Report Designer in order to familiarize the users with the options available: |
| 12 | 12 | |
| 13 | -####Datasources tab |
|
| 13 | +###Datasources tab |
|
| 14 | 14 | |
| 15 | 15 | Here you can select the data sources (tables and views) to use in your report. There are two ways to view this. |
| 16 | 16 | |
| 17 | 17 | * **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. |
| 18 | 18 | * **Advanced:** This view will let you choose any number of data sources and define their relationships. This acts as an SQL join would. |
| 19 | 19 | |
| 20 | -####Field tab |
|
| 20 | +###Field tab |
|
| 21 | 21 | |
| 22 | 22 | 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. |
| 23 | 23 | |
| ... | ... | @@ -35,7 +35,7 @@ Here you can select how many records to display, as well as define which data yo |
| 35 | 35 | * **Advanced Field Settings:** Learn more about advanced field settings [[here]] |
| 36 | 36 | * **Add Subtotals:** Creates a total line between each report and highlights the value in bold |
| 37 | 37 | |
| 38 | -####Summary tab |
|
| 38 | +###Summary tab |
|
| 39 | 39 | |
| 40 | 40 | Here you can define a new set of data separate from the field list you selected that can act as a synopsis of your data. It is displayed above the table you defined on the Fields tab on the report viewer. Identical to the fields tab with a few exceptions. |
| 41 | 41 | |
| ... | ... | @@ -43,7 +43,7 @@ Here you can define a new set of data separate from the field list you selected |
| 43 | 43 | * No arithmetic checkbox |
| 44 | 44 | * **Show Deltas:** shows the changes in your data as a percentage (handy for quarterly report summaries) |
| 45 | 45 | |
| 46 | -####Chart tab |
|
| 46 | +###Chart tab |
|
| 47 | 47 | |
| 48 | 48 | You can define a chart to use here from a list of Izenda-supported charts. Selecting a chart will update the settings form directly below, which can be filled out with labels and other options. The selectable chart types are: |
| 49 | 49 | |
| ... | ... | @@ -99,29 +99,26 @@ You can define a chart to use here from a list of Izenda-supported charts. Selec |
| 99 | 99 | * **Title::** Used to add a title to your chart that is displayed in bold. |
| 100 | 100 | * **Records:** Determines how many records of your data will be displayed in the chart. |
| 101 | 101 | * **Scale %:** Scales the chart's height by the input percentage. (All but visualizations) |
| 102 | -####Gauge tab |
|
| 102 | +###Gauge tab |
|
| 103 | 103 | |
| 104 | 104 | Applies one or more gauge controls to your report that can give useful information about min/average/max load capacity and other magnitude-based data. |
| 105 | 105 | |
| 106 | 106 | * **Title:** Adds a title to the chart displayed in bold above all the gauges. |
| 107 | 107 | * **Records:** The amount of records to be used for this chart. Unlike in regular charts, this will add a new gauge for each record and is capped at twelve. |
| 108 | 108 | * [See An Example](http://www.izenda.com/bi/ReportViewer.aspx?rn=Human+Resources) |
| 109 | -####Misc tab |
|
| 109 | +###Misc tab |
|
| 110 | 110 | |
| 111 | +Here you can change properties concerning your general report. You can also schedule emails to send your report out via Izenda's custom scheduler. |
|
| 112 | +* **Report Header Image Justification:** Has three settings that can be cycled through by clicking (R - right, L - left, M - middle). The report header is set in the [Izenda Settings]() page. |
|
| 113 | +* **Title:** The report's title, displayed either left-aligned, right-aligned, or centered depending on what the box selection was to the right of the control. |
|
| 114 | +* **Description:** The report's description, displayed below the title. Can also be re-aligned. |
|
| 115 | +* **Report Header:** Add a header to the report. |
|
| 116 | +* **Page Header:** Add a header to the page. |
|
| 117 | +* **Footer:** Add a footer to the report. |
|
| 118 | +* *Hint: You can grab the first result of a field using [FieldName] and Izenda Reports will display the associated data! You can use this to make reports customized to individuals by putting these types of entities into the title and description fields. |
|
| 111 | 119 | |
| 112 | - * |
|
| 113 | -####Style tab |
|
| 120 | +###Style tab |
|
| 114 | 121 | |
| 115 | 122 | ####Filters Tab |
| 116 | 123 | |
| 117 | -####Pivots Feature |
|
| 118 | - |
|
| 119 | -The training lessons focus on creating reports with these features: |
|
| 120 | -[[Lesson 1: The Basics]] |
|
| 121 | -[[Lesson 2: Trend Charts]] |
|
| 122 | -[[Lesson 3: Bar Charts]] |
|
| 123 | -[[Lesson 4: Pie Charts]] |
|
| 124 | -[[Lesson 5: Advanced Charting & Analysis]] |
|
| 125 | -[[Lesson 6: Pivot Feature Steps]] |
|
| 126 | -* [[Contacting Microsoft]] |
|
| 127 | -* [[Setting Up a Branded Izenda Demo in 15 Minutes]] |
|
| ... | ... | \ No newline at end of file |
| 0 | +####Pivots Feature |
|
| ... | ... | \ No newline at end of file |