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Icon
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Name
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Description
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View
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Hides the editor interface and allows you to view the report by itself. This mode provides a subset of the Ad Hoc Editor's full feature set. For example, you can change summaries and datatypes for all report types; you can change the chart type, legends, and display options in charts, and you can define sorting and the order and size of columns for tables.
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Save
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Saves the report with the current name and location or you can save it with a new name and location using the Save Report As option.
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Preview
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Click this icon to run the report and view its HTML preview. This view opens in a new window or tab, and provides export options to other formats.
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Load Full
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Loads the full set of data. By default, only a subset of the data in your data source is loaded, which improves performance when adding fields, changing grouping, and other changes that requires processing your data. To work with the complete data set, click this icon. The full data set gives you an accurate view of the your report and is helpful for exploring the data itself. In tables, the subset is helpful in visualizing how your groups will look and for setting summaries, since the summary context menu appears at the bottom of the column.
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Pivot/Switch
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Changes the way groups are displayed. Depending on the tab you're viewing, the behavior differs:
- Crosstab: Pivots the column groups with the row groups.
- Table: Switches to the alternate grouping.
- Chart: Switches to the alternate grouping.
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Sort
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Views the current sorting (if any) and allows you to select fields by which to sort your data.
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Filter
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Views the filtering applied to this report, either through input controls or through filters defined when you selected a Domain. In some cases, you can select new values to change the data displayed in the report; for example, you could change the dates the report includes. This icon only appears if the filters are defined for the Topic or Domain.
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Style
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Allows you to choose the color and font of your report.
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Options
The options menu allows you to:
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Along the top of the panel, there is a tool bar and two drop-down menus.
- The first drop-down menu allows you to reset the view type. Use this menu to select Table, Chart, or Crosstab. You can change the view type in the Ad Hoc Editor during the design or when you reopen the design for editing.
- The next drop-down menu contains options for displaying a subset of the available data (Sample Data), all available data (Full Data), or none of the available data (No Data) in the view. Using the sample data can make the design process quicker by loading less data. Use the subset for initial design; use the full set for refining layout elements such as column width. This drop-down menu is not available for charts, which use all available data.
- By default, the editor displays only a smaller, sample set of the data in the table. Use the drop-down menu to select Full Data to view the full set of data.
| Icon | Name | Description |
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| Display Mode | Click this icon to hide the editor interface. This mode provides a subset of the editor’s full feature set. |
| Save | Place the cursor over this icon to open a menu of save options. |
| Export | Place the cursor over this icon to open a menu of export options. |
| Undo | Click this icon to undo the most recent action. |
| Redo | Click this icon to redo the most recently undone action. |
| Undo All | Click this icon to revert the view to its state when you last saved. |
| Switch Group | Click this icon to change the way groups are displayed. For more information, refer to Creating a View from a Domain. |
| Sort | When working with tables, click this icon to view the current sorting and to select fields for sorting data. For more information, refer to Sorting Tables |
| Input Controls | Click this icon to see the input controls applied to this view. For more information, refer to Using Input Controls. |
| Page Options | Place the cursor over this icon to open a menu of page-level options. You can: • Change whether to display the Layout Band. |
if the table includes grouped columns. |