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R04 - Basics of Reporting: Report Setup (Part 2) (MCU)
This document provides an overview of using charts in reports. It discusses the different types of charts that can be used, including pie, bar, line and area charts. It explains that charts can be added to reports to visually represent data, enhance reports, summarize listed data and show different aspects of the same data. The document also covers the basics of setting up and formatting charts, such as choosing between image and flash formats.
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R04 - Basics of Reporting: Report Setup (Part 2) (MCU)
- 1. MC University R04|Basics ofReporting: Report Setup (Part 2)
- 2. MC University Report ChartsDefined Reporting Tips and Tricks Agenda
- 3. MC University Report ChartsOverview Defining Charts Report Charts Defined
- 4. MC University Charts canbe used to: • Provide visual representation of valuable factors in data Report Charts Overview
- 5. MC University • Enhanceappearance of reports Report Charts Overview (cont’d)
- 6. MC University • Summarizedata listed on reports Report Charts Overview (cont’d)
- 7. MC University • Showa different side of the same data Report Charts Overview (cont’d)
- 8. MC University Charts /KPIs sub-tab of Report Setup provides access to three Charts Can add one or more Charts to an individual report Defining Charts
- 9. MC University Four differenttypes of Charts: • Pie • Bar • Line • Area Defining Charts (cont’d)
- 10. MC University Charts areavailable in two different Formats: • Image • Flash Defining Charts (cont’d)
- 11. MC University Image: • Typicallybetter for Pie Charts • Ability to alter Chart Type • Can be emailed or exported Defining Charts (cont’d)
- 12. MC University Flash: • Imageis enhanced • No cycling through formats Defining Charts (cont’d)
- 13. MC University • Hoverover chart sections for summary calculations • NOT designed for inclusion in emailed reports Defining Charts (cont’d)
- 14. MC University Other Chartdetails can also be defined: • Chart Size / Position • Chart By • Chart Function • Chart Function For • Chart Name (Label) Defining Charts (cont’d)
- 15. MC University Defining Charts:Example Now let’s take a look at defining a Chart for a Report!
- 16. MC University Edit FieldLabels Edit Report Description Drag and Drop Columns Report Layout Indicators Report Tips and Tricks
- 17. MC University Descriptive labelfor each field can be modified as needed Changes only affect label for that particular report Edit Field Labels
- 18. MC University Edit Labelfrom Display field Edit dialog Field Label (Custom) field used to specify and display new label Edit Field Labels (cont’d)
- 19. MC University From Layouttab, ensure “Display Report Description” indicator is enabled From Advanced tab Report Profile sub- tab enter desired description Edit Report Description
- 20. MC University Often usedto provide additional explanatory information to recipients of report Appears in two places: • Displayed directly below report title • When hovering over report name Edit Report Description (cont’d)
- 21. MC University Edit FieldLabels and Description: Example Now let’s take a look at editing Field Labels and the Report Description!
- 22. MC University Dynamically changefield order from Report Preview window Click and hold field, and drag to new location Drag and Drop Columns
- 23. MC University Quickly modifydisplay of report using indicators on the Layout tab Report Layout Indicators
- 24. MC University Display ColumnLines indicator determines whether or not column or grid lines appear on report Helpful if report contains multiple numeric columns! Report Layout Indicators (cont’d)
- 25. MC University Report Criteria/ Format Criteria displays explanatory information Criteria from Criteria Dialog and any special formatting applied will appear Report Layout Indicators (cont’d)
- 26. MC University Drag /Drop Columns and Display Column Lines: Example Now let’s take a look at dragging and dropping columns, as well as displaying column lines on a Report!
- 27.
Editor's Notes
- #16 Navigate to the Report Setup Select None from the Sort 1 dropdown Click on the Sort 1 dropdown and find the [WO] Repair Center Name field Select [WO] Repair Center Name Click on the Sort 2 dropdown and scroll down to the [WO] Priority Desc field Select [WO] Priority Desc Mark indicators for Group and Total for both Sort 1 and Sort 2 Select the [WO] Target Date field for the Sort 3 prompt
- #22 Navigate to the Report Setup Select None from the Sort 1 dropdown Click on the Sort 1 dropdown and find the [WO] Repair Center Name field Select [WO] Repair Center Name Click on the Sort 2 dropdown and scroll down to the [WO] Priority Desc field Select [WO] Priority Desc Mark indicators for Group and Total for both Sort 1 and Sort 2 Select the [WO] Target Date field for the Sort 3 prompt
- #27 Navigate to the Report Setup Select None from the Sort 1 dropdown Click on the Sort 1 dropdown and find the [WO] Repair Center Name field Select [WO] Repair Center Name Click on the Sort 2 dropdown and scroll down to the [WO] Priority Desc field Select [WO] Priority Desc Mark indicators for Group and Total for both Sort 1 and Sort 2 Select the [WO] Target Date field for the Sort 3 prompt