3. Fields Tab
After selecting the data sources you want to display, continue to the Fields tab. In the Fields tab, you will choose which fields you want to display and be able to apply various formatting options.
Listed below is a brief description of the properties available in the main Fields tab screen.
3.1 Field Drop-down Menu
The Field drop-down menu is a list of the available fields in the table/view that is selected in the Data Sources tab. If joining tables/view, the title of the table/view that the field is from appears in parenthesis next to the name of the field. Select the fields to display. The entries in the list that are in Bold are the table/data-source names.
Field Drop-down Menu
Automatically Inputs the name of the associated Field. You have the option to change the description and it will appear as the new title when displayed.
3.2 Sort, VG, & Arithmetic Check Boxes
Sort, VG, & Arithmetic Check Boxes
Table below explains the Sort, Group, and VG Check Box features.
Descriptions of Sort, Group, and VG Check Boxes
3.3 Other Buttons on the Fields Tab
The and function buttons shown in Figure 4-1 are for the rows that they are in.
Table below describes the function buttons of the Fields tab.
3.4 Functions Drop-Down
Functions allow you to perform calculations on the data and can be chosen from the dropdown menu based on the data type of the selected Field.
Text (String) Functions Available
Date/Time Functions Available
Numeric Functions Available
3.5 Format Drop-down Menu
The Format drop-down menu is a list of formats for the entries of the field selected in the Field drop-down menu directly to the left to appear in. Depending on the Field data type and the function, you will have differing options for formatting. The main two formats used will be available for all numbers and dates.
Format Drop-down Menu
Numeric Formats Available
Date/Time Formats Available
Date Format Drop-down Table
3.6 Quick Add
Quick Add lets you add multiple fields to the report at one time by selecting from a list.
Fields Quick Add
3.7 Advanced Field Settings Button
To access the Advanced Field Settings, click on the Gear icon on the selected Field.
3.8 Add Pivot
Add Pivot lets you generate analytical data grids and essentially adds extra pivot columns to the right side of the report.
3.9 Admin Tips
3.9.1 Hidden Filters
Hidden Filters let you enforce row-level security on any field in the database on a per user / per role basis.
US Manager – Can only see U.S. data
Administrator – Can see all data
The example above only lets you see data from your country value in the database. You can set hidden filters to be a specific value or a range of values.