Cheat Sheet for Reports

Add another data source.

On the Data tab, click .

Insert a data display object (such as a table, graph, or gauge).

Drag the object (from the Objects tab) onto the report in the center of the screen.

Use a distinct count as a measure.

On the Data tab, right-click on a category (or date) data item, and select Derive Distinct Count.

Change a measure’s format.

On the Data tab, select the measure, and then click the triangle at the end of the Format row (below the list of data items).

Create a column from an expression.

On the Data tab, click , and select New Calculated Item. (Calculations use unaggregated data.)

Set up drill-down functionality.

On the Data tab, click , and select New Hierarchy.

Exclude a data item.

On the Data tab, click , and select Show or Hide Items.

Exclude a subset of data.

Right-click on a data item, and select New Data Item Filter.

Incorporate a stored process.

From the main menu, select InsertOtherStored Process.

Get basic statistics about all measures.

On the Data tab, click , and select Measure Details.

Get additional statistics about a measure.

On the Data tab, click , select Measure Details, and select the measure (in the Measure Details window).

Replace a data source with an identically structured data source.

On the Data tab, click , and select Change Data Source.

Show multiple aggregations (or multiple formats) for a data item.

Right-click on the data item, select Duplicate Data Item, and then change the aggregation (or format) of the new data item.

Reuse an existing visualization or report object.

In the upper left pane, select the Imports tab.

Display a geographic map with a bubble plot overlay.

From the Other list on the Objects tab, drag Geo Map onto a report in the center of the screen. From the Data tab, drag a geographic data item onto the report.

Set up a geographic data item.

On the Data tab, right-click on an item that contains geographic information, select Geography, and assign measures that contain location information. (For example, you might assign Region_Lat and Region_Long as the respective measures for a Region category.)

Delete a report.

Click Home, and then click Manage (next to My Content or Other Content).

Edit a report’s description.

At the top of the Properties tab, select the report from the drop-down list.

Format a chart’s title.

Select the chart, and then make changes in the General section on its Properties tab.

Add a trend line to a table.

In a table, right-click on a column, and select Add Sparkline. (The data source must include a date data item.)

Change a bar chart’s orientation.

Select the bar chart, and then make changes on its Properties tab.

Change a chart’s colors or styles.

Select the chart, and then make changes on its Styles tab.

Set up report-level conditional highlighting.

On the Display Rules tab, select the report.

Set up section-level (or object-level) conditional highlighting.

On the Display Rules tab, select a section (or report object).

Create a reusable pattern of gauge intervals and colors.

On the Shared Rules tab (in the lower left pane), click .

Apply a shared display rule to a new gauge.

From the Shared Rules tab (in the lower left pane), drag the rule onto the gauge.

Add a new section (tab) to a report.

At the top of the report, click .

Create a scrollable area.

From the main menu, select InsertOtherVertical Container (or Horizontal Container).

Use a different canvas size.

In the toolbar, click , , or .

Change your default canvas size.

From the main menu, select FilePreferences.

Overlap one report object on top of another.

On a section’s Properties tab, select Precision from the Layout drop-down list.

Set up view-time filters (prompts).

From the Objects tab, drag a control object onto the drop zone at the top of a report or section.

Set up view-time interactions (where an action on one object affects other objects).

On the upper right edge of the report, click to switch to the interaction view. (Not all objects support interactions.)

Add or view comments.

From the main menu, select ViewComments. The Comments tab is in the right pane. (Only report-level comments are supported.)