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FAQ/Introduction.md
| ... | ... | @@ -7,35 +7,36 @@ All training materials are available on the Izenda Reports site at no charge. Th |
| 7 | 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 | 8 | * **Datasources tab:** |
| 9 | 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. |
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| 11 | - * Advanced: This view will let you choose any number of data sources and define their relationships. This acts as an SQL join would. |
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| 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. |
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| 11 | + * **Advanced:** This view will let you choose any number of data sources and define their relationships. This acts as an SQL join would. |
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| 12 | 12 | * **Field tab:** |
| 13 | 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. |
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| 15 | - * Field: Allows selection of the table columns from the data set(s) chosen in the previous tab. |
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| 16 | - * Description: A name for the data column. This is filled in with the column name by default. |
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| 17 | - * Sort: Allows sorting of the data in ascending order when the report is generated |
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| 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 (+,-,*,/). This is context sensitive to the function being performed |
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| 20 | - * Function: Specifies an aggregate or grouping function to be performed, such as COUNT, SUM, and AVG |
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| 21 | - * Format: Specifies the format to be used when displaying the data. Applies to dates and numeric data. This is also context sensitive. |
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| 22 | - * Delete: Removes the field from the report. |
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| 23 | - * Insert field above: Creates a new field above the current one. |
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| 24 | - * Insert field below: Creates a new field below the current one. |
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| 25 | - * Advanced Field Settings: Learn more about advanced field settings [[here]] |
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| 26 | - * Add Subtotals: Creates a total line between each report and highlights the value in bold |
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| 14 | + * **Records:** Defines the maximum amount of results to display. |
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| 15 | + * **Field:** Allows selection of the table columns from the data set(s) chosen in the previous tab. |
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| 16 | + * **Description:** A name for the data column. This is filled in with the column name by default. |
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| 17 | + * **Sort:** Allows sorting of the data in ascending order when the report is generated |
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| 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 (+,-,*,/). This is context sensitive to the function being performed |
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| 20 | + * **Function:** Specifies an aggregate or grouping function to be performed, such as COUNT, SUM, and AVG |
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| 21 | + * **Format:** Specifies the format to be used when displaying the data. Applies to dates and numeric data. This is also context sensitive. |
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| 22 | + * **Delete:** Removes the field from the report. |
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| 23 | + * **Insert field above:** Creates a new field above the current one. |
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| 24 | + * **Insert field below:** Creates a new field below the current one. |
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| 25 | + * **Advanced Field Settings:** Learn more about advanced field settings [[here]] |
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| 26 | + * **Add Subtotals:** Creates a total line between each report and highlights the value in bold |
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| 27 | 27 | * **Summary tab:** |
| 28 | 28 | 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. |
| 29 | 29 | * No visual grouping (VG checkbox) |
| 30 | 30 | * No arithmetic checkbox |
| 31 | - * Has the option to show the changes in your data (handy for quarterly report summaries) |
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| 31 | + * **Show Deltas:** shows the changes in your data as a percentage (handy for quarterly report summaries) |
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| 32 | 32 | * **Chart tab:** |
| 33 | - 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 standard ones include: |
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| 34 | - *Title |
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| 35 | - *Records |
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| 36 | - *Target report |
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| 37 | -* **Gauge tab:** |
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| 38 | - * |
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| 33 | + You can define a [chart](http://www.izenda.com/bi/ReportViewer.aspx?rn=Accounting) 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 standard ones include: |
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| 34 | + * **Title:** What the chart will be called. Displayed in bold above the chart |
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| 35 | + * **Records:** |
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| 36 | + * **Target report:** |
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| 37 | +* **Gauge tab:** |
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| 38 | + Applies a gauge control to your report that can give useful information about min/average/max load capacity and other magnitude-based data [Example](http://www.izenda.com/bi/ReportViewer.aspx?rn=Human+Resources) |
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| 39 | + * |
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| 39 | 40 | * **Misc tab:** |
| 40 | 41 | * |
| 41 | 42 | * **Style tab:** |