Analysis report toolbar buttons

The analysis report toolbar lets you work with analysis reports in XPAC:

The table below describes the buttons available from the analysis report toolbar:

Button

Button name

Description

Save Report

Save the report. You must specify a title to save the report.

When you first save a report, analysis reports creates a schema folder with a folder name that matches the original title of the report and it saves a copy of the report in that folder. Each time you save the report, analysis reports overwrites the original report, but the schema folder remains.

If you change the title of a report, the save name of the report changes, but it will still be available under the original schema folder name.

Save Report as

Save a new copy of the report under a different name and under a different folder. You must specify a new title to save the report.

When you click Save as button, Analysis Reports will create a new report under the existing schema folder.

Clear Layout

Clear all report information. All card shelves will clear, leaving only the Title (if set).

Print preview

Display a preview of the output before printing.

You can only print from the Print preview window.

Copy

Take a copy of the Title and contents of the Pivot Grid. You can paste this as an image (not as individual cells) to another application.

Analysis Report Toolbar - Export To

Export to

Open the Export to menu. You export the report data to:

•

CSV

•	MS Excel 2003 (*.xml)

•

PDF.

Undo

Undo your last action.

This button does not display unless there is an action to undo and does not function across sessions.

Redo

Redo an action you have undone.

This button is not available until there is an action to redo and will not function across sessions.

Auto query

Turn the automatic query function on and off.

When in the On position, analysis reports automatically updates the Pivot Grid whenever you add, remove or change information on any card. A blue border displays around the button.

When in the Off position, you need to click Execute query to update the Pivot Grid. The button displays with no border.

The auto-query function does not read new data from the project. If you update your project data instead of your chart structure, you should close and reopen the analysis report to update your report data. See Working with analysis report data for more information.

Execute query

Execute a query on the attributes and measures you have added to cards.

If the automatic query function is on, this button has no effect.

Swap XY

Swap the cards on the Rows and Columns shelves: rows to columns and columns to rows. This has the effect of swapping the X and Y axis on any graphical output, as well as rows and columns for tabulated data.

XPAC Reports Cards button MENU

Cards

Access the Cards menu. You can use this menu to display cards or hide them from view. Hiding a card does not remove any items from that card's shelf.

See Using cards for more information.

XPAC Reports Grid Settings Button MENU

Grid settings

Select a Grid settings option:

•	Reset layout to reset the layout of your grid.

•	Block mode to any represent hierarchies as simple blocks that you can right-click to drill-down and view child items as a second column.

•	Outline mode to represent any hierarchies in outline form with expand glyphs (depending on your glyphs setting) that you can click to expand child items in a tree view form.

•	Default expand glyphs to display the glyphs only in Outline mode.

•	Show expand glyphs to display glyphs in both Outline and Block mode.

•	Hide expand glyphs to hide glyphs in either mode. When you hide glyphs, you can expand hierarchies by right-clicking and selecting Drill down.

•	Default totals placement to place group totals after the data in Block mode, and before the data in Outline mode.

•	Far totals to place group totals after the data, regardless of mode.

•	Near totals to place group totals before the data, regardless of mode.

XPAC Reports Format Button MENU

Format

Select a Format option:

•	Headers format to specify header formatting for X and Y axis labels.

•	Data cells format to specify formatting to data points, whether they are represented by text, bars, lines, circles or shapes.

•	Totals format to apply formatting to aggregated measures.

See How to format cells for more information.

XPAC Reports Setup Button MENU

Import Report Data

Select an Import Report Data option:

•	Import Report Data to import new data fields from your project that you did not import at the time you created the analysis report. Importing new data fields will update your attributes and measures lists and make changes to the underlying report schema.

•	Activity Mapping: see Activity mapping for more information.

•	Resource Mapping: see Resource mapping for more information.

See Importing analysis reports for more information.

Reports

Load a different report that follows the same schema as the current report.

Switch Designer Mode

Switch between the Designer mode (which displays all the panes and available cards) and the Viewer mode (which displays only the Pivot Grid, the Title and some toolbar buttons).