WebFOCUS Online Help > InfoAssist > Using the InfoAssist Application Window > Understanding the Resources Panel
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The Resources Panel displays the Data pane in the upper half of the panel and the Query Design pane in the lower half of the panel by default. When you select Query Design view, the Resources Panel displays the Data pane only. You select Query Design view by going to the Design group of the View tab or Home tab and selecting Query.
The following image shows the default view of the Resources Panel, which displays the Data pane above the Query Design pane when you create a report query.
The Data pane, which contains all the fields from the selected data sources, is always displayed, except when you select Resources in the Application group of the View tab. That selection hides the Resources Panel and expands the Results Panel to fill the entire InfoAssist application window.
You can manually adjust the size of the Resources Panel and Results Panel by clicking and dragging the border between the two panels in either direction. With the mouse cursor, hover over the border. When the cursor changes to a two-way arrow, click and drag the border.
In the Resources panel, each field has an image associated with it. The following table displays each image and describes what it represents.
Icon |
Type |
---|---|
Database | |
Dimension Segment | |
Measure Segment | |
Locked Segment | |
Unique Segment | |
Key Field | |
Index Field | |
Blob or Compute Field | |
Text or Alpha Field | |
Date or Date and Time Field | |
Numeric Field | |
Calculated Date Field | |
Calculated Numeric Field | |
Calculated Other Field | |
Calculated Text Field |
The Filter area of the Query Design pane displays the filters that have been created for the selected query. The filter area contains both advanced and simple filters, as shown in the following image.
For more information on simple filters, see Using the Field Tab. For more information on advanced filters, see Using the Data Tab.
Note: The Filter area displays all created filters, both active (included) and inactive (excluded).
There are several ways that you can add data source fields to a query. You can drag and drop, double-click, or right-click data source fields in the Data pane to add them to a Query field container or Filter in the Query Design pane. After you add data source fields to a Query field container, you can change the order of the fields by dragging and dropping one field above or below another field. In Query Design view, you can also add data source fields in the Data pane to Report Heading, Report Footing, Page Heading, and Page Footing text fields in the Query Design pane, depending on which Head/Foot options are selected in the Query View group of the View tab.
Drag and Drop. The method that provides the most control is drag and drop. You can drag and drop data source fields from the Data pane to the desired Query field container, Filter, or Heading and Footing text fields in the Query Design pane. For a larger work area in which to drop data source fields in the desired Query field container, make sure that Query Design view is selected, and then select Areas 2x2 or Areas 1x4 from the Query View group of the View tab. You select Query Design view by going to the Design group of the View tab or Home tab and selecting Query. That selection expands the Query Design pane so that it is displayed in the Results Panel.
Multi-Select. You can multi-select data source fields that you want to add to a query in Interactive Design view, Query Design view, and Compose view. To select multiple data source fields to add to a query, click the desired fields while holding the Ctrl key on the keyboard. You can drag and drop fields onto the canvas pane, or add them to the Query field container.
Double-Click. To automatically add a field to the appropriate field container in the Query Design pane, you can double-click a data source field in the Data pane. When you double-click a numeric measure field in the Data pane, it is automatically added to the Sum (Measure) Query field container. When you double-click a dimension (non-numeric or date) field in the Data pane, it is added to the By (Row Label) Query field container for a report, or to the X Axis Query field container for a chart. You cannot automatically add a field to the Across (Column Label) Query field container for a report, or to the Legend (Series) and Multi-graph Query field containers for a chart.
Right-Click. You can also right-click a field in the Data pane to add it to the Filter area or a Query field container in the Query Design pane. For report queries, the available right-click options are as follows:
The following image shows the pop-up menu that appears when you right-click a field in the Data pane of a report query.
For chart queries, the available right-click options are as follows:
The following image shows the pop-up menu that appears when you right-click a field in the Data pane of a chart query.
Although most measure fields are composed of numeric values, and most dimension fields are composed of non-numeric or date values, there can be exceptions, depending on the selected data source.
The Query Design pane, which contains the Filter and Query (field container) areas, is displayed below the Data pane, except when you select Query Design view, which expands the size of the Query Design pane and displays it in the Results Panel. There are different field containers for reports and charts.
Report Queries. For all report queries, the Query field containers in the Query Design pane include Sum (Measure), By, and Across.
The following image shows the Filter and Query (field container) areas of the Query Design pane as it appears in the Resources Panel for report queries.
Chart Queries. For most chart queries, the Query field containers in the Query Design pane include Measure (Sum), X Axis, Legend (Series), and Multi-graph. More complex charts that require additional data dimensions have alternative field containers.
The following image shows the Filter and Query (field container) areas of the Query Design pane as it appears in the Resources Panel for most chart queries.
For pie charts, the Query field containers in the Query Design pane include Measure (Sum), Pie slices, Category, and Multi-graph.
The following image shows the Query (field container) area of the Query Design pane as it appears in the Resources Panel for pie chart queries.
In the Query Design pane, you can right-click any field and select from a list of available options that are displayed in the pop-up menu that appears. The options that you can select vary, depending on the type of Query field container in which the field is located and the type of query that you are creating (report or chart).
Report Query. When you create a report query, the Query field containers in the Query Design pane include Sum (Measure), By, and Across.
Right-clicking a Sum (Measure) field in a report query displays the Filter Values, Prompt for Values, Rank, Limit, Sort, Data Bars, Aggregation Functions, Traffic Light Conditions, Visibility, Change Title, Edit Format, and Delete options, as shown in the following image.
Right-clicking a By field in a report query displays the Filter Values, Prompt for Values, Sort, Rank, Limit, Subtotal, Page Break, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.
Right-clicking an Across field in a report query displays the Filter Values, Prompt for Values, Sort, Subtotal, Visibility, Change Title, and Delete options, as shown in the following image.
Chart Query. When you create a chart query, the Query field containers in the Query Design pane include Measure (Sum), X Axis, Legend (Series), and Multi-graph.
Right-clicking a Measure (Sum) field in a chart query displays the Filter Values, Prompt for Values, Aggregation Functions, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.
Right-clicking an X Axis or Legend (Series) field in a chart query displays the Filter Values, Prompt for Values, Sort, Visibility, Change Title, and Delete options, as shown in the following image.
Right-clicking a Multi-graph field in a chart query displays all the preceding options, with the exception of Change Title.
The following table lists and describes all the right-click field options available in the Query Design pane for a selected field.
Option |
Description |
---|---|
Filter Values |
Opens the Filter dialog box for creating WHERE statements, which enable you to select only the data that you want and to exclude all unwanted data. |
Prompt for Values |
Opens the Filter dialog box for creating an auto prompting parameter that can be selected when a query is run. |
Rank |
Inserts a rank column immediately to the left if a BY field is selected and copies the field as a BY field and adds a rank column to the left of the BY field if a Measure is selected. Ranking a Measure will result in two copies of the field, the original Measure and the BY field that is created during ranking. |
Limit |
Provides a menu for specifying the number of unique values displayed for a sort group that has been added. |
Sort |
Provides a menu for selecting sorting options. |
Data Bars |
Provides a menu for enabling the data bar representation functionality. Selecting On adds a data visualization column to the right of a selected numeric field. The column displays values in each row using horizontal bars that extend from left to right in varying lengths, depending on the corresponding data values. |
Aggregation Functions |
Provides a menu for selecting options to assign an aggregation type value to a selected numeric field in a query. |
Subtotal |
Provides a menu for enabling subtotal functionality. Selecting On inserts a line, descriptive text, and subtotal values in the query output for all numeric fields when the primary sort field changes. |
Page Break |
Provides a menu for enabling page break functionality. Selecting On starts a new page in the query output when the primary sort field changes. |
Traffic Light Conditions |
Opens the Traffic Light Condition dialog box, where you can add new conditional styling or modify existing conditional styling by applying traffic light (and other) colors to a selected field in the query output when the field meets specified criteria. |
Visibility |
Provides a menu for controlling the visibility of the selected field. Selecting Hide removes the selected field from the query output. Selecting Show (the default) displays the selected field in the query output. |
Change Title |
Opens the Edit Title dialog box, as shown in the following image, where you can change the title of the selected field by typing the new title in the Enter Title field. |
Edit Format |
Opens the Field Format Options dialog box, where you can edit the field type and display options. |
Delete |
Deletes the selected field. |
All the right-click options available in the Query Design pane are also available in the Field tab. For more information, see Using the Field Tab.
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