Home

Click&DECiDE Business Application Intelligence Reports

1. Type e mail Description Send by e Mail if Main Total lower than 100000 e mail Properties From soctete clickndecide com To didier clickndecide com pierre clickndecide com Subject Alert the products sold by the salesman SALNAME are Text Please find attached a Report PDF file for the Salesman tttachment 10 Save and close the report demo_ multicriteria 11 Run now the report Report Training for the period Q1 2015 for example As you can see in the destination Shared Folder 9 new reports have been generated with a new suffix at the end NNNN 0001 the second time of each file name if the previous number already existed such as the following example 64 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here Gy Cl J C h amp DE C i DE Business Application Intelligence Training di Brochures TH DemoMultiCriteria_Bill Raley_000Lpdf hee DermohdultiCriteria_Doug Castro_000Lpdt TH DemoMultiCriteria_lames Smith_0001 pdf TH DemoMultiCriteria_Kirn Johnson_0001 pdf TH DemoMultiCriteria_Robert Salta_000L pdf TH DemoMultiCriteria_lim Baxter_O00L pdf TH DemoMultiCriteria Karen Walker O00L pdf hee DermohdultiCriteria_ Diane Meyer O00Lpdt hee DermohdultiCriteria_Joe Kramer 0001 pdf o DerohdultiCriteria_ Doug Castro
2. rth The picture will be displayed on the left side of the object Center Default value The picture will be displayed in the center of the object horizontally Right ffl The picture will be displayed on the right side of the object 1 4 3 15 Vertical Alignment This property only applies to an Image object and allows to define the vertical position in the object To Default value The picture will be displayed on the top side of the p object lha The picture will be displayed in the center of the object vertically lha The picture will be displayed on the bottom side of the object Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 25 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here GM Clickhk amp D EL DE Business Application Intelligence Training 1 4 3 16 Series Property This property only applies to a Graph object You can specify here which column has to be used as series for the graph It could be one or several columns The column could be a query column or a report dynamic field Use the icon to display this column list or the icon to select several query or report columns 1 4 3 17 Data Properties This property only applies to a Graph object You can specify here which column has to be used as data for the graph It could be one or several colu
3. Gal 82 amp R Cross Table Wizard Opens the Cross Table Wizard foal P ation wfy Cross Table Demo_Multicriteria_for_Report ATLANTIC Diane Meyer 41 117 395 96 Karen Walker 6S 860 00 349 605 58 376 172 84 Tim Rosenberg p240 590 29 p73 173 00 fd 634 00 j CENTRAL James smith 260 13 50 f2 515 405 51 bof 679 15 John Brown bbb 11342 b6L 026 75 prO 54 50 boOS O46 1 bob 456 47 In the wizard remove the Quarter and Month dimensions to avoid to get too many columns in the Cross table then for the Report Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 94 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cli C h amp LE C i L E Business Application Intelligence Training Cross Table Assistant step 3 of 3 Build vour dynamic cross table by moving the required Fields From the right window to the left areas Columns Rows and Data Several Fields can be moved into each box but one after the other AREA Columns Remove Quarter and Month TN dimensions from here Suarter TOTAL a Year Quarter Month lt Back Mesck gt Cancel Help and click Finish Cross Table Demo _Multicriteria_for_Report z0 Click and Decide Web Demonstration wtv 2014 2015 ATLANTIC Diane Me
4. as describe previously in this manual paragraph 4 1 1 Click OK on this message Click and DECIDE Builder Products by category gt The tterm name is unknown lt 2 Then the Report Book is opened with a grey icon for each missing report O Click and Decide Web Demonstration wiv My Report Book 1 Name Data Source Description Modified Created aa E E oo y E _ E na __ 5 L a Date Keyword Report Date Keyword Query 1Of22I2012 5 35 30 PM 1216 2008 3 12 52 PMI a Invoices Invoices Example printing invoices 10 19 2012 12 02 41 PM 10s08 1999 12 07 55 PM Products by category 3 Select the concerned missing report and press the Del key Then if needed add another report 4 Close and save the Report Book 4 3 Delete a Report Book If you wish to remove a report book inside a Click amp DECiDe Builder project file do the following 1 Open the project file wfv 2 Select the Report Book 3 Press the Del key 4 Use the Save or Save All command to save your changes Note that each time you save the project file this one is automatically compacted 5 Report from Raw Data Cube Click amp DECIDE Builder 2015 64 bit cannot create and run a Report from Raw Data Cube as the Microsoft Cubes are not anymore supported in this version Nevertheless if you have done with a Builder V13 or old
5. 2 Close the query and go back to the report based on that query 3 Click now the Query Field list icon or on the command View gt Field list and you will get a window containing all the query fields SALA AME TOTAL Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 29 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Cl J C h amp L C i L E Business Application Intelligence Training Select one or several field s in the above list using the Shift click or Ctrl Click and make a drag and drop to the required location in your report in the concerned block Drop the mouse button when the target location is correct The new field s is are inserted on the target location Note that you have to create and add yourself the heading text if required in the Page Header Block for the new inserted fields 1 7 2 Add a new report field or object If you need to add other reports objects use the command View gt Tools Bar gt Toolbox oe te i Aa abl abt LS alg isl a ee 1 7 2 1 Static Text Label Click A to add a new static text Define the target location in the required block by drawing a frame with the dimension you need Release the mouse ee oe E Enter now the Text in the Text box in the Properties Format Tab 1 7 2 2 Dynamic field Data Formula Cli
6. You also can create a new template starting with an existing report and then modify some attributes such as the font color logo etc 1 Open the required report Invoices for example and use the command Tools gt Report Template The Report Template dialog box is opened with last used Tab by default 2 Select the Customized Tab ee Hex F Preview Double click to enlarge MoT emplate Portrait 44 Blue Extended Calibri Template Properties 3 Click the New icon and enter a new name for this template and click OK to validate a a a a ee lena iplate Jame Invoices Grey and Black Time New Roman 12 Cancel 4 Modify the Description and other attributes such as block and field spacing Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 86 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp L C i DE Business Application Intelligence Training Templates MT emplate Portrait 44 Blue Extended Calibri i Preview Double click to enlarge bx ge Invoices Grey and Black Time New Roman 12 Template Properties Mame Invoices Grey and Black Time New Roman 12 Description Invoice templated Block Width can Grow No Block Height can Grow Yes Horizontal Field Spacing 0 Vertical Field Spacing 0 Image Preview 5 Cl
7. 12 Make sure the option Can Grow in the Format Tab is set to Yes for both Group Footer SALNAME Block and Sub Report object Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 48 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here GN Cl J C h amp L E C i L E Business Application Intelligence Training Can Grow Yez Can Shrink Mo 13 Save and run now the Report Training report selecting area and or period CENTRAL 5 James Smith 11 2 1 2015 CENTRAL James Smith 11 22 2015 James Smith HOD Juan ty 2009 RED ZONE 82 BMX ADULT RACER 36 NIVRE SPECIAL EDITION 42 SCHWINN EXCURSION RACER 22 Products sold by James Smith 214 CENTRAL 9 John Brown Wi10 2015 CENTRAL 9 John Brown 1 26 2015 CENTRAL 9 John Brown 1 26 2015 John Brown PRODUCT Juantity 2009 RED ZONE 51 BMX ADULT RACER 55 BMX URBAN LEAGUE 49 DELTA HORSE DUAL 5 MONGOOSE MOUNTAIN CRUISE 38 NINE ALLIANCE RACER 152 NIVRE SPECIAL EDITION dd SHOREWOODS WOMENS 16 Products sold by John Brown 410 CENTRAL 17 Sanders Wanda 1 10 2015 CENTRAL 17 Sanders Wanda 12 21 2015 CENTRAL 17 Sanders Wanda 12232015 Sanders Wanda 136 782 00 123 932 00 260 714 00 338 032 50 28 656 00 372 000 00 29 295 00 32 670 00 260 713 50 223 333 00 52 30 236 00 32 12 550 00 666 119 00 97
8. 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Cl J C h amp LJ C i L E Business Application Intelligence Training 7 Enter a name for the new Report Book and click OK to validate Save Report Book Hew Mane My Report Book Cancel 8 The new Report Book will appear in the Click amp DECIDE project file among the other reports but with a distinct icon Invoices 1Of19f2012 12 02 41 PM Invoices a Invoices Alert 06 19 2015 4 54 06 PM Invoices Alert El Invoices e mail O3 20 2014 10 09 04 AM Invoices with alert parameter filmy ReportBook1 03 18 2015 4 33 18 PM T Products by category 10 19 2012 4 20 58 PM Products by category l Report Brochures 1Of22 201 S 24 07 PM l Report training 03 18 2015 4 33 49 PM Demo_Multicriteria El Report with Breaks 10 19 2012 3 01 26 PM Query For the Report with Breaks 9 Run the Report Book into a PDF format for example and check the result Each report will prompt the criteria dialog box if needed If a parameter for criteria is used by several reports inside the same report book the question will be displayed only one time If you run this report book through the Web Portal you will get a global criteria list for all criteria of all reports in one screen 4 2 Modify a Report Book If you wish to add or remove any report in a Report Book do as follow 4 2 1 Remove a report from a Report Bo
9. A Cl J C h amp DE C i VE Business Application Intelligence Training Properties Section Details General Format Data All Form Feed Mo Mew Row or Column No Insecable Block Yez Visible Ho Do the same for the Group Header AREA to hide that block to avoid to get twice the information about the Area in the Group Header and Group Footer In the Page Header Block you can also hide the heading Code Salesman Name and Date to not display this text in the condensed mode because no salesman neither date will be display Run the Report to sc formatted all the numeric fields for a reen The result should be something like the next picture if you have currency for example iy nn Sub total for the Area ATLANTIC Sub total for the Area CENTRAL Sub total for the Area NORTHAWEST Sub total for the Area SOUTH Sub total for the Area WEST Main Total 1 8 3 Code Salesman Name demo _ mutticriteria Date Amount 1 321 263 31 1 450 037 95 2 517 569 66 69 1 114 50 5 786 463 92 11 766 449 35 Adding a second break level Go back to the previous situation with the Group Header AREA and the Detail blocks visible and also the heading Code Salesman Name and Date visible in the Page Header block To add another break level inside of each area go back to the Field Group dialog box using the icon Field Group AREA ea Field Group Click here first to create a second break level Group Pro
10. Description Run Click and Decide Item Run e mail Click and Decide Item e mail Export Google Doc Roambi Reporting Sevices Highlight Information RSS Feed 5 Enter the Alert condition using the same formula as the one defined for the e mail alert Export Google Doc Sum_TotalAmount lt 100000 Type Export Google Doc 6 Enter a Description as for example Export to Google Doc if Amount lower than 300000 Export to Google Doc if Amount lower than 10 _Sum_Total Amount lt 100000 Type Export Google Doc Description Export to Google Doc if Amount lower than 100000 7 Feed now the Export Google Doc Properties Login for your Google Account El Export Google Doc Properties Google User democnd clickndecide eu Google Password 69 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a i Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp DE lt i DE Business Application Intelligence Training 8 Enter now the Collection destination folder in your Google Drive El Export Google Doc Properties Google User Google Password Collection fPublic filenarme The above example will create a file under the name FileName in the Public Shared Folder of the Google Drive To avoid this fixed name we can customize the file name using this formula Public
11. Header Extended Arial Z Report Templates Templates 1 Ma amp Portrait 44 Blue Glass Header Extended Arial Portrait 44 Green Glass Header Extended Arial Portrait 44 Orange Glass Header Extended Anal Portrait 44 Bordeaux Glass Header Extended Verdana Portrait 44 Grey Glass Header Extended Verdana 5 x Portrait 44 with 3D Bevel Blue Template Properties 3 Click the New icon and enter a new name for this template and click OK to validate 84 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Gy Cl J C h amp L C i L E Business Application Intelligence Training Cancel 4 Automatically the new template appears in the Customized Tab with the new name modify the description and other attributes if needed block properties field spacing and picture name The image preview can be done later when any new report will be made using this template The required picture has to be saved in the directory C Program Files Click and DECiIDE BAI Templates Preview under the PNG format tendes Hex fF Preview Double click to enlarge MT emplate Portrait 44 Blue Extended Calibri Template Properties Hame Portrait 44 Blue Extended Calibri Description 44 Format Blue Fised Width and Modifiable Height
12. Note the New Row or Column property only applies to the Detail bloc 1 4 1 3 Insecable Block Property This property allows to specify if a section block content must be printed on the same page No Click amp DECIiDE Builder starts printing the section on the current page and finish printing on next page if the content doesn t feed on the same page Click amp DECIiDE Builder starts printing the section on the next page if the section content doesn t feed on the current page 1 4 1 4 Visible Property This property allows to specify if a section block or an item field must be visible or hidden It could be useful to keep access to information without displaying it in the result in a formula for example Default value The block or item is visible The block or item will be hidden when editing or printing the report Note for the Page Header this Visible Property is particular Default value The Page Header block is always visible The Page Header block is never visible The Page Header block is always visible except when the last Report Footer Page is widow Always except on widow Report Footer Page 1 4 1 5 Height Property This property allows to specify the vertical size for a section block or an item field The unit is the one defined in the Windows Regional Settings Inches centimeters etc and two decimals are authorized after the decimal separator Note a vertical size set to zero is equivalent t
13. SALNAME _ AsSTring FormatDateTime yyyy mm da The SALNAME being the Vendor Name and the current date will be added with the format yyyy mm dd to end of the file name El Export Google Doc Properties Google User democnd clickndecide eu Google Password Collection Public SALNAME AsSTring FormatDateTime yyyy mm dd 9 Save and close the demo_ multicriteria report 10 Export the Report Training report to PDF for the First Quarter 2015 for example 11 Now Sign In to your Google Account sign in with your Google Account democndigiclickndecide eu w Stay signed in Meed help 12 Select Drive through the Application icon Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 70 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Images democndigiclickndecide eu S Recherche Drive Docs 13 Select in My Drive the Public drive Click DECIDE Drive P Public Try the new Drive vhMy Drive We ve been working hard to create a clean fast fresh experience for you Ba My CnD Data By Public My Drive Public shared with he TITLE CYMER starred Recent Por Robert Salta 2015 03 19 Shared me ues I Joe Kramer_2015 03 19 Shared me More TJ Kim Johnson_2015 05 19 Shared me Install Drive for your PTO AEN GE Doug Castro 2015 03 1
14. Training 7 4 8 Modifying the Point Label Color cccccccscccccsssccccessececeesececeescceseesececseeceeseeseceseenecessegeceesensecetseneceesees 102 TA S MOGITVINE the Palette Color acess tsccssedezedesninccssnanetncsatidcaerasiieidasesacssananesadexbadsaetaeaueadenednasnaoeaeaceetiaaesueieaedes 102 JAA Modifying the Multiple Color EMC csiccconsarssdavcoeaccaccorcsdaventancedeetssdavdesteatatadestaeechonasdenteaiaedaneneddeanss 103 7 44 11 Change tne number of Series or Values saiccccciaiasceccaraxvedencaceasduenncedecces sineira noA EEEE EAN 104 7 4 12 Change the color for each SerieS esseessssssesrsssrrssrnesrrrsrreserresrtssrtrnsrrrsrtesstrnsrrnssteseteesreesrtesereeeeees 104 7413 Displaythe Dala EANO eciccone i S E S 105 74 414 Display ihe Series Legend BOK ss veces ssszccciedannnadatsvosodscasnsles ince e E A EN 105 TAI Bye Fe aol ne Leecnd BO serrr E E 106 PhO Change the Chart View Layout acticin ee tacts ce cegerra telnet ea eden A A 106 7 44 17 D fine Stacked Se WS cessisse eras uera a e o a T Eea Ta earar Eais 108 7 4 18 Modifying Axes Values Attributes sssssesseusssrerssrrrsssreresrrrssrreresrrressreresrrressrerssrrressrereseeeesereesseeree 108 TAIS d POS E a E E E R 109 7 4 18 2 POM ANG Oe ee eoslauten cu adeaceteceedentuoactansadaremeuuasectadenies 109 7 4 18 3 LO QUE ORMAI e sacs steerer ce A E E E adeneeneeecaccnee 109 7 4 18 4 LD CILANG lt a re E eee ee eee ee 109 7 4 18 5 SOL AUN SS teeeseserc crea
15. for example the following formula This alert for the salesman SALNAME has been generated because the amount sold was lower than 100000 Title The SALNAME amount is STR Sum_Total_Amount 6 2 Description This alert for the salesman SALNAME has been generated because the amount sold was lower than 100000 9 Enter the URL allowing to open through the Feed Headlines gadget the report created To know this URL connect to the Web Portal and open the Shared Folder in the BAI Demonstration menu then select any PDF report displayed in this directory Make a right mouse click and select Copy shortcut then paste this URL in the URL box It should be something like http localhost dvweb Menus Display aspx _ma BAl Demonstration amp __ mi 2317 amp __ rp DemoMultiCrit eria_Diane Meyer_0000 pdf Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 72 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Clickhk amp D EL DVE Business Application Intelligence Training But the formula must refer to the dynamic SALNAME field and specify the Suffix used Modify the formula as follow http localhost dvweb Menus Display aspx _ _ma BAlI Demonstration amp __ mi 2317 amp __ rp FileName The FileName function will build the correct file na
16. if this command has already be run make visible the Alert Tab by selecting it on the left bottom pane Group Footer SALNAME Items alerts 1 P Ready Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 57 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp DE C i VE Business Application Intelligence Training 4 The left top pane displays the Alert Tab as follow select the Group Footer SALNAME Block and click the New Alert icon Alerts hx Alerts nh x Group Footer SALNAME Define your condition here gt Type Define your alert type here gt a Description Run Click and Decide Item min Fonier ARFA Run e mail Click and Decide Item ae e mail ies Export Google Doc report rooter Roambi Reporting Sevices Highlight Information RSS Feed 0 6 Click the browse button on the right of the lt Define your condition here gt box Cl Group Footer SALNAME E Run Click and Decide Item Define your condition here gt Type Run Click and Decide Item Description 7 Enter the condition in the Quick Expression dialog box example check if the amount for a salesman is lower than 500000 The formula will be F rp SALNAME_Sum_TOTAL lt 300000 Click OK to validate Note if you do not enter any condition the program will consider
17. 07 53 PM Note you can move a report from a location by selecting this report with the mouse keep the left mouse button pressed move to the new location and release the mouse button 5 Click the command View to modify if needed the Fusion Mode Tools Window Help Status Bar Description Modified a Date Key ary 1Of22 2012 5 35 30 PM pnas Example stewed Invoices ee 12 02 41 PM Application Look When Fusion Mode is enabled the page number for all included reports will merge all pages from all reports from 1 to the total number of pages Example Report 1 generates 3 pages Report 2 generates 5 pages Report 3 generates 2 pages Then the Report Book will generate 10 pages with page number starting at 1 and ending at 10 When Fusion Mode is disabled the page number for all included reports will be the same as the one used if each report was alone Example Report 1 generates 3 pages Report 2 generates 5 pages Report 3 generates 2 pages Then the Report Book will generate 10 pages with page number starting at 1 and ending at 3 for the first report then page number starting at 1 and ending at 5 for the second report then page number starting at 1 and ending at 2 for the third report 6 Close the Report Book and click Yes to validate Click and DECIDE Builder Se Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 91 Headquarters Click amp DECiDE 130 rue du Baptistou
18. 3 22 2015 58 776 00 7 ATLANTIC 4 Diane Meyer 8 22 2015 69 826 30 8 ATLANTIC 4 Diane Meyer 12 28 2015 78 221 30 9 ATLANTIC 4 Diane Meyer T2 24 2015 184 135 00 10 ATLANTIC 4 Diane Meyer W 24 2015 186 528 00 11 ATLANTIC 4 Diane Meyer 1442015 394 029 60 12 ATLANTIC 4 Diane Meyer 1 6 2015 144 640 00 13 ATLANTIC 4 Diane Meyer 2 6 2015 09 093 70 14 ATLANTIC 4 Diane Meyer 3 22 2015 70 213 30 15 ATLANTIC 4 Diane Meyer W29 2015 116 745 00 16 ATLANTIC 4 Diane Meyer 12 20 2015 00 5 9 00 17 Sub total for the salesman Diane Meyer 1 736 300 00 1 9 Adding a Graph Using our report example Report Training with break levels on Area and Salesman Name we will add a Graph on the Group Footer Block for each Area in order to display a Pie or Histogram for all salesmen belonging to the same area 1 Todo so enlarge vertically the Group Footer AREA Block and click on the Chart icon in the Toolbox then define the target location of the graph in the Group Footer AREA Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here i f 42 www clickndecide com Gy Click amp DEG DE Business Application Intelligence Training Transparency 2 Select for example the Pie 3D model in the proposed list and click OK The report should be as follow for the Group
19. Calibri Font Block Width can Grow Ao Block Height can Grow Yes Horizontal Field Spacing 0 Vertical Field Spacing 0 Image Preview DATASET DEMOST emplates PreviewsPartrait 44 Blue Extended Calibri prg 5 Click the Edit icon you get a new template based on the selected existing template Title 5 3 PES m r a ic L FEILE First Column i Fprmat Num Format DateTime Format Date Format_Time 7 O h eee As you can see all Template fields already exist Change now the attribute you need such as a blue color a new logo the Calibri font the Copyright information etc Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 85 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl ickn q e d e CO mM To contact your nearest Click amp DECIiDE partner click here A Cl J C h amp L C i DE Business Application Intelligence Training First_ Header gt cf cc Format Num Forr Format_Date Format_Time op DateTime format Num Fornpat_DateTime format Date Format _Time Format Static EE EE a eee Save and close this new template and create a new report from a query to test the result Refer to the paragraph 3 1 1 Creating a template from an empty report for more information about the Template Fields and other template attributes 3 1 3 Creating a template from an existing report
20. Default value The border weight is not visible when editing or printing The border weight is the smallest visible as in the left example 2 pt ae l P The border weight is greater as in the left example Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 13 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Cl J C h amp LJ C i L E Business Application Intelligence Training The border weight is greater as in the left example The border weight is greater as in the left example Ii To a a t The border weight is greater as in the left example a The border weight is the greatest visible as in the left example 1 4 1 15 Bookmark Property A bookmark can be displayed when exporting a report to a PDF format Acrobat Reader You can enter a text manually as a bookmark displaying a fixed Title for the Report Header Block Properties a x Section Report Header J General Format Data All gt Bookmark Sales Dashboard But you also can use the ml to generate a formula for the bookmark you need to display example Properties nh x Section Report Header J General Format Data All gt Bookmark Sales Dashboard StrfealToDay y Str blonthiT oD apf Note that the formula automatically adds an equal sign at the first position The above fo
21. Footer AREA Use the Click and DECIDE Chart Designer to modify the Graph Design Sub Total for the area AREA Sum TOTAL 3 Now select the graph and open the Property Data Tab Properties x Graph Graph General Format Data All gt Data Source Report Datas Seres Flrp_SALMAME Text Data Flarp_SALNAME_Surm_ TOTAL First Records i Other Records Seres Seres in rows Ho Reverse Data Order No d By default lt Report Data gt is proposed as Data Source This choice avoids to run again a query to feed the graph The graph can use the existing report data and save resources when building the report 4 Specify the Series and Data fields In this example the Series will be the F rp_SALNAME Text field taken in the Group Footer Block for the SALNAME break level and the data will be the SUM TOTAL field taken from the Salesman Break Level As you can see in the above picture the internal name of this field has been created automatically as FGrp_SALNAME_Sum_TOTAL Of course you can rename this internal name if needed 5 Run the report and you will get a Pie Chart on each Area break level displaying the Salesman belonging to the same area Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 43 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner clic
22. Intelligence Training This property allows to specify the Alignment required for a label or data field text T Use that button to display the available alignment effects in the combo box list or use directly the following toolbar buttons Use that button on the Report Format Toolbar to align directly the text on the Left border of the field Use that button on the Report Format Toolbar to align directly the text on the Center of the field Use that button on the Report Format Toolbar to align directly the text on the Right border of the field 1 4 3 29 Description Property This optional property allows to specify a description for an item that can be displayed later when editing a formula for example The current description will appear in the Description box when using the Quick Expression formula generator This description will also be used when exporting a report to Excel allowing to align all objects having the same description in the same column This is useful when you create a formula that will be used later from within another formula The description will help you to remember what the purpose of each formula is Example a virtual field named TOTAL_PRICE will receive the formula price qty 1 discount and the description Price after discount Now a new formula can be created to apply the local tax When editing the formula from within the Quick Expression generator the field TOTAL_PRICE will display the descriptio
23. Link with the query of the main report Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 55 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CC q e CO mM To contact your nearest Click amp DECIDE partner click here Gy Click amp DEL DE Business Application Intelligence Training 2 Defining Alerts The power of the Click amp DECIDE Builder Report Generator is to give a choice to run a report and send the result by e mail RSS Feed or other methods describe later only when a condition is true A condition could be any result in the report such as for example an amount lower or greater than an alert value Pre requisites on the Server machine check that the Click amp DECiDE Builder command Tools gt Options gt Event Manager gets the Send Events to the Event Manager option enabled Shared Secret esesseesee 2 Send events to the Event Manager Note Each time you disable or enable this option the Click and DECIDE LEO Service has to be restarted It is done automatically by Click amp DECIDE if you click Yes to the following message 1 a ee E a o Px k and DECIDE Builder x The new configuration will not take effect until you stop and restart the ce Click and DECIDE LEO Service Do you want to restart the Quick amp Define LEO Service now Also click the Test button that should display Succesful Click and DECID
24. Note the Format attribute that allows you to customize a field data format if the condition is true instead of using the default format Note also the Hyperlink attribute that allows you to create here a link that can be displayed if the condition is true Example 1 this link can call a bookmark in the same PDF Report file in that case use the sign followed by the Bookmark Name as in this example Events by Hour of the Day Example 2 A Daily Report can call using this link another Monthly Report with a formula similar to this example Sales_ Monthly_ FormatDateTime yymm Day_Selected pdf Note that you can add several Highlights on the same object for example the color of the amount can be different according to the value the first condition will give a red number if true Highlight Conditions NK f ew xe n Fal TOTAL lt 100000 TOTAL 100000 and TOTAL lt 200000 TOTAL 200000 and TOTAL lt 300000 TOTAL 300000 Attributes Visible Not defined Background Color Not defined Text Color amp HOUOOUOF F The second condition will give an orange number if true 15 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here ly C l J C h amp LJ C i L E Business Application Int
25. Query Other options are explained later 2 Click then on the Data Source Item list box to get the list of the available queries and select the one you need Example selecting the demo_ multicriteria from the Click and DECIDE Demonstration wfv file Data Source ltem 3 A default Report Template is proposed You can select a standard template in the list and see a preview on the right pane You can enlarge any preview by double clicking on the picture Once you get the picture bigger you also can switch to full screen if you want to see more details Each template displays a comment about the Paper size the Colour and Font or information about the width and height size fixed or modifiable 7 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i i Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cli C h amp L C i L E Business Application Intelligence Training Report Template Preview Double click to enlarge No Template gt Portrait 44 Blue Glass Header Extended Arial Portrait 44 Green Glass Header Extended Arial Portrait 44 Orange Glass Header Extended Arial Portrait 44 Bordeaux Glass Header Extended Verdana Portrait 44 Grey Glass Header Extended Verdana Portrait 44 with 30 Bevel Blue Portrait 44 with 3D Bevel Grey ee ee ee ee ee d d Ad Format B
26. Run e mail Click and Decide Item Description Note if the condition is not defined then the condition is always True 2 Select the Item to be run and the Output format l Run e mail Click and Decide Item Properties Project Name SCND BAL SAMPLES Web Porta Click and DECIDE Web Demonstration wtw ltem Type Report Item Mame Demo_Multicriteria Output Format PDF 3 Select the destination file name and the suffix optional Run e mail Click and Decide Item Properties Project Name SCND BAL SAMPLES Web Porta Click and DECIDE Web Demonstration wtw ltem Type Report Item Mame Demo_Multicriteria Output Format PDF Destination File CND_ BAL SAMPLES Web Portal Shared Folder Alert Result Sales for Vendor SALNAME _pdf Suffix ANI Note that the destination file name will use the Vendor name SALNAME field 4 Specify if needed the login if you are not using the Windows Authentication mode Click and DECIDE User Click and DECIDE Password 5 Specify the parameters to be used Parameters AREA PARAM ParamAsString AREA PARAM SALNAME PARAM SALNAME P_DATE PararmAsSt AREA PARAM ParamAsstring AREA PARAM SALNAME_PARAM SALNAME P_DATE ParamAssString P_DATE 1 Each parameter can be linked to a column name or a parameter value Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 66 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CC
27. This alert for the salesman Bill Raley has been generated because the amount sold was lower than 100000 The Diane Meyer amount is 58776 00 Today March 18 2015 5 00 00 PM gt This alert for the salesman Diane Meyer has been generated because the amount sold was lower than 100000 The Doug Castro amount is 63270 00 Today March 18 2015 5 00 00 PM This alert for the salesman Doug Castro has been generated because the amount sold was lower than 100000 The Joe Kramer amount is 80889 60 Today March 18 2015 5 00 00 PM gt This alert for the salesman Joe Kramer has been generated because the amount sold was lower than 100000 As you can see in the above example 7 records have been added for the 7 salesmen having an amount lower than 100000 among the 9 PDF reports created with the Report Training report If you click a blue text you can open the PDF report and see more details 2 2 6 1 Checking if records have been added in the RSS Feed table You would need sometimes to check if records have been sent to the RSS Feed Table To do so l Connect to the ClickK amp DECIDE Web Portal as a user being Super Administrator or having the right to manage the Publish branch See the Administration Manager User Guide Click the Publish branch on the left pane Click the RSS Feed level 74 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue
28. URL with HTML output copied from this report will only display the selected Graph in the Web Part but the URL proposed in the Title will drill down to the full report Refer to the Click amp DECiIDE Web Portal User Guide Manual to know more about Web Parts Web Part Entry Chart 1 6 Report Toolbars and Look You can modify the report look by using the commands 1 6 1 View gt Ruler This command will show or hide the vertical and horizontal rulers Oars a ae ori Saran Se AT ADA a A A AT A oA eR A SRO AM A ad DD MAA a GAS a a a oes pB paara y J As pag a re he aiff ji Area Code Salesman name Area Code Salesman name Date OH Details OOOO a Without Ruler With Ruler 1 6 2 View gt Grid This command will show or hide the grid J SAL SALNAME a AREA SL SALNMAME AREA Printed on FormatbateTimeldddd d of mimmim yyy l at With Grid Without Grid 1 6 3 View gt Header and Footer Blocks Use the command View gt Report Header Footer to display or remove with one click the Report Header Block and the Report Footer Block Warning when you remove these blocks a message prevents you that you will lose their content 28 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE p
29. a choice of chart templates 4 Select the one you need and click OK 5 Select the Properties Data Tab where the Data Source box is defined by default with lt Report Data gt Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 30 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here GN Cly C h amp LE C i L E Business Application Intelligence Training oe 1 on E o E REM we ie 2 a Specify then the Series and Data boxes using the icon to select a report field or the rl icon to open a dialog box allowing to select several report fields Note that lt Report Data gt will build the Graph using the report data avoiding to run a separate query Nevertheless a Graph can also be fed directly by a query If a query name has been used and you want to display again lt Report Data gt display the query list and select the lt Report Data gt in first position or delete the query name with the Del key and press Enter Optional define a Top value in the First Records box if you want to limit the number of values for the Graph the extra data will be display as one value whose legend can be defined in the Other Records Series Optional right click on the Graph and select the Edit command to open the Click and DECIDE Chart Designer Once you have modified the Graph using the
30. amp VE C i VE Business Application Intelligence Training Save it as Cross Table by Area and customer and now in the Report Training add a cross table object in the Group Footer for the Area field amp Group Footer SALNAME _ ig Lo es h Eee al Eo Sub total for the Sa Sanin i is lesman PSA MAMIE J A NAME Smt ee e Group Footer AREA Sub a orhe Aroa R iid cd SD z 5 z zae a a dao a a jl Vets Be a aaa I Be Re oO aall Roa ce a He Rs e p Z z z 2 AEAEE at a a ell at at a nanna aaan e EEE EE EEE LLL ELLE Ee sland li eee e ee gt oo Page Footer Select the Cross Table by Area and customer as data source and add a Child Data Link and a Parent Data Link using the AREA field Properties 1x Cross Table Pivot General Format Data All gt Data Source Cross Table by Area and customer Child Data Link AREA Parent Data Link ARES Refresh Data Yes Apply defined levels Yes Set Refresh Data to Yes and Apply defined levels to Yes Save and run the report for the current year for example Area Code Salesman Name Date Amount Salesmen for the Area ATLANTIC ATLANTIC 4 Diane Meyer 175 2015 r o 605 00 ATLANTIC 4 Diane Meyer bf2015 6 255 16 ATLANTIC 4 Diane Meyer 3 16 2015 of 9 194 50 ATLANTIC 4 Diane Meyer 3 2 212015 o0 rro 00 ATLANTIC 4 Diane Meyer 6 10 2015 231 969 40 ATLANTIC 4 Diane Meyer of 2 2015 pr r 915 20 ATLANTIC 4 Diane Meyer 9 13 2015 200 32
31. cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here demo_muflticriteria Gy Cl J C h amp LE C i L E Business Application Intelligence Training Area Code Salesman Name Date Amount Salesmen for the Area ATLANTIC ATLANTIC 4 Diane Meyer 175 2015 bY 605 00 ATLANTIC 4 Diane Meyer 22015 6 955 16 ATLANTIC 4 Diane Meyer 316 2015 pra 194 50 ATLANTIC 4 Diane Meyer af A2015 poo re U0 ATLANTIC 4 Diane Meyer 610 2015 bel 969 40 ATLANTIC 4 Diane Meyer ofl 22015 prr 918 20 ATLANTIC 4 Diane Meyer ard 3 2015 p200 325 20 ATLANTIC 4 Diane Meyer 10 13 2015 pEr 12 00 ATLANTIC 12 Karen Walker 22015 boo 093 74 ATLANTIC 12 Karen Walker 3A A a015 mozas ATLANTIC 12 Karen Walker a 3 2015 217 065 05 ATLANTIC 18 Tim Rosenberg 10 13 2015 pr o 634 00 Sub total for the Area ATLANTIC 1 32 1 263 31 salesmen for the Area CENTRAL CENTRAL 5 James Smith 3307 2015 por 50 20 CENTRAL 5 James Smith 331 2015 t108 31 4 60 Note that a page break could be done between each area break if we modify the option Keep together from With First Detail to Entire group in the Field Group dialog box Save the report Report Training 1 8 1 If you also wish to get a main total at the end of the report go back to the Report and increase the size of the Report Footer Block by selecting the black line under the block title Report Footer and copy again the field Sum TOTAL from the Group Footer AREA You also can add a label text to displ
32. du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here Gy Clickh amp DECI DE Business Application Intelligence Training E A You can edit database content to publish information via an RSS feed the Highlight or the Information You can assign publications to users or groups of users Name RSS Feed lt lt Y Highlight Feed i Information Feed 4 Check on the right pane the existing records Refer to the Click amp DECiDE Web Portal User Guide for more information about how to edit or remove some records es Publish RSS Feed Administrator Log Groups Users 3 18 2015 4 00 00 PM Warning The Bill Raley amount is 94029 60 This alert for the salesman Bi http 195 168 0 95 dvweb Menu 3 18 2015 4 00 00 PM Warming The Diane Meyer amount is 58776 00 This alert for the salesman Di http 195 168 0 95 dvweb Menu 3 18 2015 4 00 00 PM Warning The Doug Castro amount is 63270 00 This alert for the salesman Do http 195 168 0 95 dvweb Menu 3 18 2015 4 00 00 PM Warming The Joe Kramer amount is 80889 60 This alert for the salesman Jo http 195 168 0 95 dvweb Menu 3 18 2015 4 00 00 PM Warning The Karen Walker amount Is 70213 25 This alert for the salesman Ka http 195 168 0 95 dvweb Menu 3 18 2015 4 00 00 PM Warning The Kim Johnson amount is 42375 00 This alert for the salesman Ki http 195 168 0 95
33. duplicates property This property allows to specify if an item dynamic field must be duplicated or not on each row on the same page when the content doesn t change This option only concerns the Detail Block section in a report It could be useful to not display the same information on each row when the content of a field is equal to the content of the previous record 1 4 3 11 Image Property This property only applies to an Image object and allows to specify the full path and file name for the required picture Example C Users Public Documents Click and DECIDE Samples Builder mountain JPG Note 1 this path can contain some parameters as you can see in the report example Sales by Category in the Click and DECIDE Demonstration wfv project file In that example note that the Image Type must be set to Formula SCND BAI SAMPLES Builder CATEGORY NAME JPG Note 2 the picture file name can be defined using the Highlight Property in the General Tab as describe in the Highlight paragraph In that case no picture files name need to be defined in the Image Property 1 4 3 12 Image Type Property This property only applies to an Image object and allows to define if the picture is Included in the report in that case you don t need to give the picture with the project file to somebody else but the project size could be affected by many big pictures Linked to the report in that case you need to give the picture separate
34. dvweb Menu 3 18 2015 4 00 00 PM Warming The Robert Salta amount is 44940 00 This alert for the salesman Ro http 195 168 0 95 dvweb Menu Add an RSS feed to publish Purge existing RSS feeds 2 2 6 2 RSS Feed possible troubles 1 If you get no new record in the RSS Feed table it could be because no record matches the alert condition Try again for another period and check the result in a preview in ClickK amp DECIDE Builder 2 If you get no new record in the RSS Feed table it also could because the Click and DECIDE Filter Engine Service is not started 3 If you get no new records in the RSS Feed table another reason could be a wrong formula in the URL box htto ocalhost dvweb Menus Display aspx _ _ma BAl Demonstration amp __mi 2317 amp __rp File Name In that case consult the Event Viewer to see the error and check your formula 4 If you get some records in the RSS Feed Table but they do not appear in the Feed Headlines gadget the reason could be because you do not belong to an authorized User Group for this record Try again modifying the authorized Users or User Groups or leave blank to authorize everybody 2 2 1 Remove an Alert 1 Select the required Alert in the concerned Block Report 2 Click the Delete icon in the Alert Tool Bar 3 Save the Report 2 2 8 Copy or Cut and Paste Alerts 1 Select the required Alert in the concerned Block Report 2 Click the Copy 3 or Cut icon in the Alert Tool
35. explained in the previous paragraph The other Properties are described here 1 4 3 1 Name Property This property allows to specify an internal name for an item label field or data field that can be used later in a formula for example Each object must have a distinct name The name cannot be the same as a data source field name The name cannot contain space neither special characters Note Click amp DECIDE Builder attributes automatically a new internal name by default when inserting a new label field or a new data field or any other object If the name already exists a number is added to this name 1 4 3 2 Data Source Property This property allows to specify how to feed a dynamic object A query column name or a formula for a Data Formula object a query name for Query Data object lt Report Data gt or a query name for a Graph a report name for a Sub Report a cross table name or a Cross Table 1 4 3 3 Aggregate Property This property only applies to Data Formula object and allows to generate a grouping function in the report such as Sum Min Max Average Count Standard Deviation and Variance 1 4 3 4 Child and Parent Data Link Property This property only applies to Query Data Sub Report and Cross table objects and allows add a criteria between a column of the report data source and the object data source This property will be described more in detail later for the concerned objects and is mainly used when creatin
36. in the report edition Note when you specify a color for a block the Background Style is automatically set to Opaque instead of Transparent The Background Color 2 property uses as parameter a number corresponding to a specific color 7 Use that button to display the available colors rl Use that button to generate a customised color set Use that button on the Report Format Toolbar to apply directly the second color to the Details block 1 4 1 11 Border Effect Property This property allows to specify the border aspect for a section block or an item field 12 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here Gy Cl J C h amp LE C i L E Business Application Intelligence Training T Use that button to display the available border aspects in the combo box list L Use that button on the Report Format Toolbar to apply directly a border effect to the block or field 2D The object appears flat _ Sample 3D The object has a highlight on the top and the left and a shadow on bottom and right Sample 3D Down The object has a shadow on the top and the left and a highlight on bottom and right sample Grave The object has a sunken line surrounding the control Shadow The object has a shadow below and to the right of th
37. j decimal dd mm Example for a date value with 2 numbers for the day 2 numbers for the d month and 4 numbers for the year 23 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn q CCl d e com To contact your nearest Click amp DECIDE partner click here Gy Cl J C h amp L C i L E Business Application Intelligence Training Example for a date value with 2 numbers for the day 3 first character for Cammin Yyyy the month and 4 numbers for the year Example for a time value with 2 numbers for the hour 2 numbers for the hh mm ss minutes and 2 numbers for the seconds Example for a timestamp value with 2 numbers for the day 2 numbers for dd mm yy hh mm the month 2 numbers for the year 2 numbers for the hour 2 numbers for the minutes and no seconds 1 4 3 8 Left Property This property allows to specify the object position from the Left border of the Report The unit is the one defined in the Windows Regional Settings Inches centimeters etc and two decimals are authorized after the decimal separator 1 4 3 9 Top Property This property allows to specify the object position from the Top border of the current report Block The unit is the one defined in the Windows Regional Settings Inches centimeters etc and two decimals are authorized after the decimal separator 1 4 3 10 Hide
38. kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Clickhk amp D EL DE Business Application Intelligence Training break level to display the name of the just listed Area but also contain the sum of any numeric field to display the sum of the TOTAL field after each Area first break level In this example we will delete the field SUM SAL because we do not need a total on the Salesman code but we will keep the Sum TOTAL You can edit the properties of the AREA field in the Group Header Area block and modify in the Data Source box in the Data Tab the AREA field into a formula such as Salesmen for the area AREA that will appear with the equal sign in the Data Source box Salesmen for the area AREA Warning be sure to enlarge enough the width of this field to not truncate the result You can also select a background color for the Group Header AREA and the same color for the Group Footer AREA You can edit the properties of the AREA field in the Group Footer Area block and modify in the Data Source box in the Data Tab the AREA field into a formula such as Sub total for the area AREA that will appear with the equal sign in the Data Source box Sub iotal for the area AREA Warning be sure to enlarge enough the width of this field to not truncate the result You can modify the format of the Sum TOTAL field in the Group Footer AREA to customize the numeric format if needed currency de
39. list as a Dynamic Field but also a specific attibute named Text allowing to modify a Label Title according to a condition Example in a report a Label Title display the word Date by default when the report is run on a Daily basis But sometime the same report can be run on a Hourly basis and in that case the information displayed in the same column will be hour instead of days The following Highlight condition can modify the Label Title and display Time instead of Date Highlight Conditions ON te ed LOE param date Hourly Attributes Visible Font Font Size Bold Italic Underline Strikeout Background Style Background Color Text Color Format Hyperlink Text Preview Mot defined Hot defined Mot defined Mot defined Hot defined Mot defined Mot defined Mot defined Mot defined Hot defined Mot defined Hot defined Time aK For a Picture Field a highlight can affect the following attributes including the picture to be used such as a first condition displaying a red cross if the condition is true Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 17 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A C
40. partner click here ly Cl J C h amp DE C i VE Business Application Intelligence Training Block Height Can Grow if the user selects Yes in the Block Height Can Grow drop down combo box then they authorize the block to be made higher according to the number of rows that are inserted If the user selects No then columns will be inserted according to the height available or they will be inserted over a wider area if the user has selected to authorize the Block Width to grow Warning if the user has not authorized block widths and heights to grow then certain query fields may not be able to be automatically inserted in the report The user will need to add them by hand Horizontal Spacing between Columns defines the horizontal space between fields Vertical Spacing between Columns defines the vertical space between two fields if they are on several rows Report Templates Templates Mu enplate Template Properties noe Preview Double click to enlarge Ox t gel Hame My T erniplate Description optional description Block Width can Grow Mo Block Height can Grow Mo Horizontal Field Spacing 0 Vertical Field Spacing 0 Image Preview 5 Click the Edit icon you get an empty report template with only the default Details Block available Click and Decide Web Demonstration wfv Template Editor MyTemplate 6 Most of the time you will need a Report Header and Report Footer To add the required bloc
41. result Sub total for the Area CENTRAL 1 450 037 95 James Smith John Brown Wanda Sanders Distinct customers 4 2015 Bikes for Tykes p26 123 30 G mez and Rodrigues p27 5451 00 Three Mountains Cycles r0 754 50 Triathlon for bP o 15 As you can see the distinct number of customer is now displayed on the right of the cross table because at the run time the Query Data demo_multicriteria_ customer is run with an automatic additional criterion saying where AREA is equal to the current AREA value in the Group Footer AREA block In the result query previously display only the second record appears when AREA is equal to CENTRAL Count Distinct CUS THAME 3 ATLANTIC 3 NORTHWEST 3 SOUTH 3 WEST Giving in fact only one row Count_Distinct CUS THAME 4 CENTRAL So in the Report Training the Query Data object will display the value 4 being the first row and first column when CENTRAL area is the current value for the AREA field that is why the AREA field in this query Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 54 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A C i J C h amp L C i L E Business Application Intelligence Training has been selected in second position only to be able to define the Child Data Link and Parent Data
42. the title the column headers and the total fields in the Report Footer Block from the sub report 1 4 3 4 Update Method This property only applies to a Sub Report or Query Data object Optimized means that the SQL calculated to run a sub report or query data is done only one time as parameter values are known and Child Data Link and Parent Data Link are known Forced means that this SQL will be recalculated each time This can be used when a parameter value can change because of the use of the Assign to parameter feature Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 27 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp L C i L E Business Application Intelligence Training 1 5 Report Properties If you click the i icon you will get the Report Properties with 3 specific properties applying to the whole report The value of a parameter can be evaluated here to check if a Run Condition condition is true of false If false the report will not be printed avoiding an empty page inside a Report Book This option allows to specify that the current report must be exported einige PAJE ETM Expor using only 1 page if the output format is HTML This option allows to specify the graph to be used as an entry point into a Web Part created in the Web Portal The
43. www clickndecide com Cl J C h amp LJ C i L E Business Application Intelligence Training Click and Decide Web Demonstration wiv El Demo_Multicriteria Alerts hx ad Page Footer if lsDefinedl AREA_PARAM Area s ParamAsString AREA RARAM LpeispefmediSALNA E_ PAR FormatDateTimef date long at Se a er Pat 1 Alerts a x Pix amp a i 3 Select e mail for the Alert Type El Report Footer El e mail Define your condition here gt Type e mail R Description Run Click and Decide Item e mail Properties Run e mail Click and Decide Item Er e mail Export Google Doc To Roambi Reporting Sevices Subject Highlight Tet Information RSS Feed Attachment TES 4 Define the Alert Condition entering the following formula _Sum_Total_Amount lt 100000 if Sum_Total_Amount is the internal name of the Sum Sum_Amount field located in the Report Footer El Report Footer _Sum_TotalAmount lt 100000 e mail El e mail Type 63 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a SDECIDE 130 rus du Bapisiou www clickndecide com Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here ly Clickhk amp D EL DE Business Application Intelligence Training 5 Enter a Description for this Alert example Send by e Mail if Main Total lower than 100000 El Repo
44. 0 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here GN Cl J C h amp DE C i VE Business Application Intelligence Training Text i oe a cut Maj Suppr ES Copy Ctrl C FirstHeader Align b Size p Static Format 2 Select First Header in the right list Automatically the internal name not modifiable will be IFirst_ Header and the default visible header modifiable will be First Header Properties x Static Label First_Header General Format Data All gt Name First Header P Text First Header a 3 1 1 5 First Column Field This field indicates the position of the first Data Column in the block selected in general the Detail block It corresponds to the First Column option and has the following fixed internal name First_Column If the IFirst_Column field does not exist then no Data field will be automatically inserted in the report when the report is created If the field exists then all the report s data fields will be positioned horizontally from left to write based on the position of the First Column and will be assigned with attributes according to the following rules e Ifthe query columns were assigned specific formats number date datetime etc then the format of each column in the report will be the same format as the one defined in the query for the column in questi
45. 0 00 349 603 36 p376 172 04 CENTRAL James Smith 260 15 50 4 515 405 07 bo 679 15 CENTRAL Wanda Sanders boo 420 15 463 290 50 p501 604 30 NORTH WEST Joe Kramer p2 466 565 04 302 305 50 b1 145 745 10 NORTH WEST sandra Davis p1 502 517 27 p421 544 69 454 050 26 SOUTH Jim Baxter p317 937 79 317 132 10 p336 66 40 WEST Doug Castro fa 02 056 66 539 347 00 f2 057 604 94 WEST Ric Smith f3 460 295 59 bOUS 453 25 be 670 371 44 TOTAL 3 460 295 59 809 453 25 2 670 371 44 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a VE C VE Business Application Intelligence Training 97 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW J cl ickn q CC l d e m CO Mm To contact your nearest Click amp DECIDE partner click here GN C L J C h amp LJ C i L E Business Application Intelligence Training 7 Click amp DECiDE Chart Designer Once you have inserted a new graph in a report or want to modify an existing graph you can use the Click amp DECiDE Chart Designer by making a right click on the Chart object then click Edit R Graph Click and DECIDE Chart Designer gt File View Type Format Axes Help Del MDOP boas Properties oe Zt Appearence ame Appearence3D al Axes Data Elements Ae E Markers E Tools CAP NUM SCRL Note the size of the Chart object in the Click and DECIDE C
46. 1a 14 5225 445 00 Tirai 571 079 80 gika S167 905 55 1182014 362 251 00 izina S567 265 00 2014 309 028 71 Diane Meyer 609 025 71 ATLANTIC 809 028 71 General total 809 028 71 Generted Report File Sales for Vendor Diane MeyerO000_ pat Report Hame used Cemo_Mulicrieia Full Path Hame and Project Mame med Coline Pubic Docume and DECIDE Sampie eb Patah and DECIDE Web Demonstadoniety Project Mame used Click and DECIDE Web Demonsrationuat Pati Name of the project file Coser Pubic Doc umentsiCick and DECIDE SampliesiiVeb Fortal and DEOCE Web Demonstration wir Note that using this alert method it was not necessary to define any alert in the Demo Multicriteria Report 2 2 4 E Mail possible troubles 1 If you get no Report PDF result in the destination directory it could be because no record matches the alert condition Try again for another period and check the result in a preview in Click amp DECIDE Builder or because the Click and DECIDE Filter Engine Service is not started 2 If you get Report PDF result in the destination directory but no e mail it could be because you mail server has not been entered when running the Configuration Wizard or is wrong Run again the Configuration Wizard and check the connection to the specified mail server name Mail Server SMTP iM allS erer ame User ID Password Consult if needed the Event Viewer and check your mail server 3 If you get Report PDF result in the d
47. 23 TAS SLN al ne E E re eRe ene 24 Be TOP PODS Uy ocutecsupatior asics sires usa eden soscaawnatesaeca EE a cuied vemageacuaune Dusen EE 24 1 4 3 10 Hide duplicates DFO DOPE Y sacsciecacssascctaceanocndassudedodnnivesdinaeseuwanceusntannescedeineresueeestuawitioaresatennasededsancneds 24 1 4 3 11 IMALE a2 812 Gi sreo S nt tet eer ester ro tet ert ee eerie ener reer Terre nee er are ree 24 1 4 3 12 image TYDE PRO DEY erene E E TE E A 24 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 2 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp LE C i L E Business Application Intelligence Training 1 4 3 13 Draw Mode Proper y encincenanininieein E EE 24 1 4 3 14 Horizontal Alenen eeni n T TT 25 1 4 3 15 Verc ANENE E ar E Jansen cuestanesetvenaesaaeiccaengacgus case csavattesael aeaneentansenceusseecteceanea 25 1 4 3 16 Sae POPE a A E E E E eneueeiens 26 1 4 3 17 Da PV OD CU CS a E E A esate 26 1 4 3 18 First Records EO OC noresite nated e oan Ea Ee EEEE Ee 26 1 4 3 19 AN e PrO Er IC eer E A EEA 26 1 4 3 20 FS ERON asta aed E E cea csr 26 1 4 3 21 R vor e a ON age icc career cg ec etgr ca Secs atin cca Deceased ee E 26 1 4 3 22 Text Color ws ke 8 6 gee CnC ne een en eC eee 26 1 4 3 23 POV FOCI V circ ean a pst ancqptepaecieesaena eine ong saaoua
48. 3D AngleX Fi If the Chart3D and ViewSD effects are enabled use the icon to modify the AngleX value in the above picture 7 4 5 Change the Cluster Effect GO Data NSeries 2 NValues 5 If more than one series is defined in the Data Properties then you can use the i icon to change the cluster effect Example with Cluster set to False in the Appearance3D properties 100 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CC q e 5 CO Mm To contact your nearest Click amp DECIDE partner click here A C l J C h amp LJ C i L E Business Application Intelligence Training Use the command Type to select another chart type 7 4 6 Change the Chart Type Type Command Format Axes Help Ex kz E D kaii A er 7 Area Curve Step Any choice of a Chart Type will Bubble affect the Gallery Scatter and GalleryObj A in the right ea Appearance Gantt Properties Pane Cube Pie Doughtnut Pyramid Radar Pareto Contour Spectral surface 7 4 7 Adding Point Labels Froperties El Appearence AxesStyle BackColor BackObject BorderObyect Font Gallery GalleryOb Gaps Properties Pane FlatFrarne _ 227 227 227 Gradient Default Border Arial Gantt Gallery Object Gantt 0 0 0 0 Use the alb icon to display the point labels in the Chart Thi
49. 6 20 aaie 4 Diane Meyer 10713 2015 wub total for the Salesman Diane M eyer a me 00 ATLANTIC 12 Karen Walker 22015 poo 093 74 ATLANTIC 12 Karen Walker J2 A015 ui D 215 25 ATLANTIC 12 Karen Walker A132015 E ai atal Far tha alee ee W a Sub total for the Salesman Ka aUL ren Walker 18 Tim Rosenberg inc n an Tim Rosenberg p403 69 30 462 657 10 10713 2015 pro 634 00 a 065 05 75 634 00 Tii g 3 H3 i 00 1 321 263 31 In each AREA break level the cross table displays the customer values for the year and salesmen Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here i f 51 www clickndecide com A Click amp DEL DE Business Application Intelligence Training 1 12 Adding a Query Data Using our report example Report Training with break levels on Area and Salesman Name we will add a Query Data in the Group Footer Block for each AREA in order to display for example the number of distinct customer found for each AREA according to the selected Salesmen and or the specified period A Query Data is a separate query that will retrieve in a report only one value being the first column and the first row We need first to create the required query retrieving the number of distinct customers using the same parameters as th
50. 8 633 50 343 780 00 110 250 00 5 525 00 71 739 73 306 850 00 935 805 00 313 536 00 666 119 22 206 749 00 167 582 00 181 089 00 557 420 00 See the result Sub Report Main Report When the report is run the sub report is run with additional criteria where Salesman from the sub report is equal to the current Salesman from the main report in the SALNAME Break level 1 11 Adding a Cross table Using our report example Report Training with break levels on Area and Salesman Name we will add a Cross table in the Group Footer Block for each AREA in order to display for example the customers found for each AREA according to the selected Salesmen and or the specified period To do so make a copy of the demo_ multicriteria query and add the Customer Table linked to the Sales table with the Cust field Then save this query as demo_multicriteria_area_customer This query should look like Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIiDE partner click here i f 49 www clickndecide com Gy Click amp DEC DE Business Application Intelligence Training z0 Click and Decide Web Demonstration wiv Hr demo_multicriteria_area_customer Sales cH b MO Varchar a T H H cust Smallint 2 0 Ho H SAL Smallin 2 sh
51. 9 Shared me PoF Bill Raley 2015 05 19 Shared me T Karen Walker_2015 03 19 Shared me fy Diane Meyer_2015 03 19 Shared me Cl J C h amp LJ i L E Business Application Intelligence Training LAST M 346 arm me 3 46 arn me 3 46 arm me a4 arm me a4 arm me 34r arm me 347 arm me As you can see in the above picture among the 9 PDF created with an amount lower than 300000 only 7 Reports are corresponding to the Google Doc Alert with an amount lower than 100000 2 2 6 Alert creating a RSS Feed record In the paragraph 2 2 2 Alert sending an e Mail the demo_ multicriteria report was sending an e Mail when the Alert was true the Alert being the total amount for each Salesman lower than 100000 Using the same report the following steps explain how to create a RSS Feed record in the RSS Feed table used by the Click amp DECIDE Event Manager This record will be visible for any user who has subscribed to the Click and DECIDE RSS feed The RSS Feed is thus added to the Feed Headlines gadget Refer to the ClickK amp DECIDE Web Portal User Guide pdf manual for more information about how to work with RSS Feed 1 Open the report demo_ multicriteria 2 Click the Report Footer block and open the Alert Tab 71 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact
52. ARES So only the records belonging to the same AREA will feed the Graph on each Area Break Level If you forget the Child and Parent Data Links all records from the query source will be used in each Area Break Level giving a wrong result But remember that a separate query will take more resources and time when running the report and we recommend using the lt Report Data gt each time it is possible On the same way we can easily add another Graph in the last Report Footer Block to compare the result for all the Area Blocks 1 Repeat the same operation by selecting for example a 3D Vertical Bar Chart in the last report block The Report Block Footer should be as this example a ES iT To LLL LLL LLL L LLL ELLE ELLE LL LLL LLL LLLP TLLLL ELLE ELL LLL LLL LLLLLL IEEE ELLEI LLALL ALOLLA PEELE EEE ELLE LL LLL LLL LL EELLE ELLE LLL LL LLL LLL LLLLLL ELLE E ELLE LLL LL LLL LL EPEEEEE ELLE LL And the Property Data Tab as follow 45 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 a Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here Cl J C h amp LJ C i L E Business Application Intelligence Training Properties ki Graph Graphi General Format Data All gt Data Source Report Data Series AREA Data F rp_ REA Sum_ TOTAL Firs
53. ATLANTIC 4 Diane Meyer 3 15 2010 226 166 00 a ATLANTIC 4 Diane Meyer 6 16 2010 167 166 00 ATLANTIC 4 Diane Meyer 6 18 2010 156 316 00 ATLANTIC 4 Diane Meyer 10 27 2010 256 262 50 ix ATLANTIC 4 Diane Meyer 11 6 2010 224 130 00 a ATLANTIC 4 Diane Meyer 11 27 2010 07 451 10 ATLANTIC 4 Diane Meyer 12 24 2010 197 862 00 Diane Meyer 1 117 395 60 Note in the Highlight Dialog Box a toolbar displays the following icons me New Condition Edit Condition E eA Delete Condition Move Up Item Move Down Item Reset the selected attribute to Undefined Reset All attributes to Undefined Cut Copy fe Pex be ee Paste 1 4 2 Copying the custom colors Once you have defined in a report a customized palette of colors you can use the command Edit gt Copy Custom Colors and then use the command Edit gt Paste in another report or another project file to restore the customized palette without the need to defined all colors again Custom colors 1 4 3 Specific Field Properties Inside each Report Block you can insert or copy several object types such as Static Label field static text Data or Formula Field Dynamic field and other specific objects such as Query Data Object Picture Chart Sub Report Cubes Line or ActiveX explained later All these objects are proposed in the following Toolbar be Ax abl ab Lal a is a 36 You can apply to each Static Label or Data Formula field additional properties accordi
54. Bar 3 Select the destination block for this Alert 4 Paste the Alert with the Paste hy icon in the Alert Tool Bar Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 19 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q eC l q e CO mM To contact your nearest Click amp DECIDE partner click here Gy Cl J C h amp LE C i L E Business Application Intelligence Training 3 Report Templates When creating a new report ClickK amp DECIDE Builder provides a list of existing report templates as describe on chapter 1 1 Creating a new Report You also can create your own report templates and customize their presentation 3 1 Creating a Template A template can also be designed from an empty report In that case everything has to be defined blocks used logo title first field position for header and data background picture font and color etc A template can be designed from an existing report or template In that case the new template memorizes all the information from the original report or template visible or invisible blocks title picture or logo background picture font and color first field positions etc and the user can add additional information 3 1 1 Creating a template from an empty report 3 1 1 1 Required Blocks 1 Do not open any report and use the command Tools gt Report Template The Report Template dialog box is opened with the
55. C l J C h amp LJ C i L E Business Application Intelligence Training 4 Select the CUSTNAME field 5 Make aright mouse click and select Distinct Aggregate gt Count Customer HER cust Smaillnt He Biy URIEN Criteria ame Sort t irchar Select Group Aggregate 6 If you run this query ignoring all parameters values you should get this result years 2013 to 2015 E Salesman B B E 4 Smallint h SALMAME Varchar E AREA varchar Fldustomer 2 2 iti cust Smallirt oH H cusTMAME varchar oH H ADDRESS archer EERE E CITY Varchar H H LATITUDE Fack H H LONGITUDE Fack SS state Varchar B B HE lt varchar H H country Warche oH H FULL_ADDRESS Varchar E B E Wee varchar Ho hH PHONE varchar pigs ae COUNT DISTINCT CUSTNAME Float Count_Distinct_CUSTNAME 3 ATLANTIC 4 CENTRAL 5 NORTH WEST 3 SOUTH T WEST As you can see you get one row for each area and the number of distinct Customers is selected in the first position 7 Save this query as demo_multicriteria_customer 8 Go back to the Main Report and reduce the width of the Cross Table object in the Group Footer AREA to make place on the right side to add a Label displaying Distinct Customers Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 53 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn d CC d e a CO
56. Chart Designer you can save your own template using the command File gt Save As and give a customized file name to the template MyGraph cfx located by default in the C Program Files Click and DECiIDE BAI ChartModels directory 1 7 2 6 Cross Table Click lil to add a dynamic cross table Define the target location in the required block by drawing a frame with the dimension you need Release the mouse T Select the Properties Data Tab and click the icon in the Data Source box to select a cross table name or click the icon to open the specified cross table If needed specify the Child and Parent Data Links Change if needed the option Refresh Data defined to Yes by default Change if needed the option Apply Defined Levels defined to Yes by default 1 7 2 7 Sub Report Click Define the target location in the required block by drawing a frame with the dimension you need to add a dynamic sub report Release the mouse T Select the Properties Data Tab and click the icon in the Data Source box to select a report name or click the icon to open the specified report If needed specify the Child and Parent Data Links 1 7 2 8 Line Click to add a static line Define the target location in the required block by drawing a line with the dimension you need Release the mouse Specify the Border Weight as well as the other attributes 1 7 2 9 ActiveX Control Click to add an ActiveX control Selec
57. Default ModemBusiness Series DarkPastels Pastels SmoothFlags Mesa Appearence3D Nature Adventure Anale ChartFas ng HighContrast Angle Vivid Chart3D Detault ChartFA6 DarkPastels AltPastels Cluster Default Alternate Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIiDE partner click here E o o 128 Value 4 1 Horizontal none 0 Arial True Solid 0 False True 3 ele LLL icon in the Palette box and select the required palette 102 www clickndecide com ly Cl J C h amp L C i DVE Business Application Intelligence Training 7 4 10 Modifying the Multiple Color Effect If you have a Bar Chart for example as follow And you would like to get only one color click on the Markers level in the right Properties pane and select False for the MultipleColors option O Markers Border True BorderColor E 168 168 168 BorderEffect Dark CylSides 20 LineStyle Solid LineWidth 1 MarkerShape Many MarkerSize 3 MarkerStep 1 MultipleColors False J Scheme Solid PointLabels True Then use the UEIN to modify if needed the color to be used in the Series Collection Editor AltemateColor oy 0 0 254 254 7 Border True BorderColor E i28 0 0 rderEffect Dark Cyl Sides 20 Gallery Bar The result could be with
58. E MERANA EE ENER z SRE ERRI ERARE Se ree ite Hel Code Salesian name e Mail TOTAL ATLANTIC 4 Diane Meyer ane me yernay yopmiail cor 609 028 71 CENTRAL 5 faai ienen a ee ania niie i i SRR Eer ce T J your SM H f the s sal pete L i af you want nt to H f H pi an 3 H A i bis i i 3 l i i Sever d me a Me it cine JHE cn aE f l i wer For Diane Meyer click Check Inbox Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 67 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl ickn q CC d e CO mM To contact your nearest Click amp DECIDE partner click here A Cl J C h amp DE C i DE Business Application Intelligence Training gt GET Free EM am Check for new mails E mail alias for this inbox alt ro 2pe285j yopmail com what is email alias Write i t 4Forward aN View a x Mi Puiselect Deleter Sales for the vendor Diane Meyer from the Area ATLANTIC today From lt societe clickndecide cam gt Date 2015 03 16 11 12 E rete clickndeade 11 12 5 aie ae ames chin ate See ATA Sales for Vendor Diane Meyer 0000 pdf 55 Ko test Click the PDF link to open the Demo Multicriteria Report for the vendor ap Report Demo Multi Criteria with 3 Break Levels ay Area al Code Salesman name al Date al Amount ATLANTIC ATLANTIC 4 Diane Meyer aiid 572 860 00 arid 51 563 75 W110 14 369 535 61
59. E NSI Connection If not an error can be display such as oT ck y F id DEC DE l B Ear der Es General Exception Error inside 226 CDlgOptionsNetReport TestNRComClentConnection Error code 14 73552567 Error Code 80020009 Code meaning Exception occurred Source D ComAgentClient NRCOMClient 1 Description clsocketException Socket Exception Error inside clSocket Connecti using connect Error code 10061 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 56 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp LE C i L E Business Application Intelligence Training The above error means that the Click and DECIDE Filter Engine Service is not started Start this service and try again 2 1 Alert Types Click amp DECiDE Builder provides 5 alert types 2 1 1 Run a Click and DECIDE Item This alert can run any query report or cube taken in any Click amp DECIDE project file wfv 2 1 2 Send an e Mail This alert can send an e mail with the attached specified report to the defined recipient s 2 1 3 Run e Mail Click and DECIDE Item This alert can run a report and send an e mail in one step with the attached specified report to the defined recipient s 2 1 4 Export Google Doc This alert can export the result to a Google Doc drive 2 1 5 R
60. Gy Clickh amp DECGi DE Business Application Intelligence Manual The Versatile Solution Business Application Intelligence Reports Graphs amp Alerts User Manual New Click amp DECIDE 2015 64 bit Last Edition March 19 2015 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 m k d d Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW a C IC N CCl e CO m To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp LE C i L E Business Application Intelligence Training Table of Contents LOMOR DO aan E E N E E N E E E 7 1 1 Creating a new report from a QUery gamete mene ene tree ore nee Cee te SP ne eee 7 Mee 2 SAN IVS a A SOO ers tierce reused E E A E N 8 dee Y ev ely gee Wy Or nRNCR a ere nr ee een eer On Cn Oe Se ro Sey Ee eer ee Cee er oe ene oe eee eee 9 ON MPA CORES COCKS e N 9 1 4 1 General Block and Fields Properties a5 cse catercacatesesenncncaeucpou var ineatancentatecana aaa cnucomnuetwarnteseueate dewssicweuusereseewncnes 10 slr Pa Wi Wo ala FECA PIONIN en eee er ate E E 10 1 4 1 2 New ROW OF Column Property csscseccossvecccnssscnensssceeousvecsonssscncussscneussesecussseueussseneussscnsousresteness 10 Teke one cane BIOK P ONE I E E EE EE 11 CITAVE DIEP 66 a E ee Cece eer 11 Died Se IOVOIE FPO GN OY eansuctccanece cena vbeaceceesesmumecae E 11 ALONE PODO ee nearer rao ee ee eee ee 11 1 4 1 7 C
61. Multientena fom the C Program Files x86 uClick and DEGDEBANDemoWeb Gick and Decide Web Demonstration wis i f 65 www clickndecide com To contact your nearest Click amp DECIiDE partner click here Gy Clickhk amp D EL DVE Business Application Intelligence Training 2 2 3 Run e mail Click amp DECiDE Item This new alert since Click amp DECIDE version 12 allows to run a Click amp DECIDE item and send the result by e Mail at the same time This is faster than run a Click amp DECIDE item See 2 2 1 and define in this item another alert sending the result by e Mail See 2 2 2 An example is given in the Click and DECiDE Web Demonstration wfv project file located in the C Users Public Documents Click and DECiDE Samples Web Portal directory Open the report Alert Run and Email a Report This report asks you to select an Area and their Salesmen then a Period and specify a Sender e Mail address compliant with your SMTP Server Then the result will be a PDF that will give you the list of the Salesman having done some sales in the chosen period Each concerned salesman will get an e Mail to their respective a Mail Address at yopmail com with their sales using the Demo Multicriteria report How is defined this alert 1 Click View gt Alerts to open the Alerts Tab As you can see an alert has been defined in the Detail Block Alerts LKI A Ga E Details O Run e mail Click and Decide Item Define your condition here gt Type
62. Name Date Amount salesmen for the Area ATLANTIC ATLANTIC 4 Diane Meyer 1 5 2015 pr 605 00 ATLANTIC 4 Diane Meyer A2015 bb 953 18 ATLANTIC 4 Diane Meyer 316 2015 pra 194 50 ATLANTIC 4 Diane Meyer J2 A215 too ro 00 ATLANTIC 4 Diane Meyer 610 2015 t231 969 40 ATLANTIC 4 Diane Meyer o1 A2015 prr 918 20 ATLANTIC 4 Diane Meyer g 13 2015 t200 328 20 ATLANTIC 4 Diane Meyer 10 13 2015 pEr r 1200 Sub total for th Dia 066456 4 ATLANTIC 12 Karen Walker AA 015 boo 093 74 ATLANTIC 12 Karen Walker JA A2015 pO 21 s 25 ATLANTIC 12 Karen Walker S71 3 2015 p217 065 55 Laer Buk Se ee me ee eS lene tage as h total for the Salesman Karen Walker 36 1 F OF fe ATLANTIC 16 Tim Rosenberg 10 13 2015 pro 654 00 iy L tantal F l T Cc JUD TOF ine alonc an Tim Onc anh Eir r alesman Tim Rosenberg Sub total for the Area ATLANTIC 1 321 263 31 Important note in the above example the Group Header Area is only display the first time when starting a new area level But that information is not repeated on next page until the area change You can force that option to repeat the Group Header Area on each page by selecting Yes in the Section Repeat box in the Group Header Area properties Format Tab Properties Section Group Header AREA General Format Data All Form Feed Ho New Row or Column No Insecable Block es Visible Yes Width 2 Height 0 2 Can Grow Yeg Can Shrink Ho Repeat Section es You can n
63. Smalllr Salesman PRICE Flo QTY Smi CATEGORY_CODE Name Type DISCOUNT Flo SAL Smallin Tal SALNAME Varchar AREA Vardhar lick here to display joins list ally 4 am il support clickndecide com Tel 33 0 4 67 84 48 00 GN Cl J C h amp LJ C i L E Business Application Intelligence Training 3 Go back to the Query Tab and select only the required fields Salesman Name Product Quantity and Amount using a virtual field calculating the amount as follow Sales _Details QTY Sales_Details PRICE 1 Sales__Details DISCOUNT then applying a SUM on both numeric fields OA wml g Name Type Length Seale as l O Formula E HLH Amort Float 2i 2 Sales Details QTY Sales Details PRICE J i1 5ales_Detals DISCOUNT i bv SUM Amount Float 15 2 E H H No Yarchar 5 0 H H cust Smalllnt 2 0 LH H SAL Smalllnt 2 0 H DATE TimeS tamp g 3 LH H TOTAL Float E 0 Salesman LH H SAL Smalllnt 2 0 je SALNAME Yarchar 15 0 h AREA Yarchar 10 0 Sales_ Details iH H No Warchat 5 0 LH H PRODREF Warchar 5 0 i H PRICE Float g 0 SHS aty Smallin 2 D H H DISCOUNT Float g 0 oh be SUMT Float 15 0 Sum ATY Product H PRODREF Warchar 5 0 i i H He PRODUCT W archar 25 0 H H CATEGORY CODE Integer 4 0 Salesman name PRODUCT Quantity Amount 4 Save the query and create a new report using another color model In the new report arrange the items as follow t
64. Standard Tab selected by default ooo anit 7 Report Ternplates Preview Double click to enlarge Templates a Portrait 44 Blue Glass Header Extended Arial A Portrait 44 Green Glass Header Extended Arial 2 Select the Customized Tab z i Report Ternplates E bx Preview Double click to enlarge 3 Click the New icon and enter a name for this template and click OK to validate New Template Name My T emplate Cancel 4 Enter an optional description about color font etc as a summary for this template and specify if the block width and the block height can grow and the horizontal and vertical field spacing The image preview can be done later when any new report will be made using this template The required picture has to be saved in the directory C Program Files Click and DECiDE BAI Templates Preview under the PNG format Block Width Can Grow if the user selects Yes in the Block Width Can Grow drop down combo box then they authorize the block to be made wider if necessary according to the number of columns that are inserted If the user selects No then columns will be inserted on two more rows as long as the user has selected to authorize the Block Height to grow 76 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i i Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE
65. _0000 pdf o DermohdultiCriteria_Eim Johnson_0000 pdf 12 Check your e mail box Lf f2015 9 37 aM File folder 3 12 2015 9 49 Sh Adobe Acrobat D g KE a 12 2015 9 49 AM Adobe Acrobat D Jg KE 3 12 2015 9 49 AM Adobe Acrobat D g KE 3 12 2015 9 49 AM Adobe Acrobat D g KE 3 12 2015 949 AM Adobe Acrobat D J KE 3 12 2015 9 49 AM Adobe Acrobat D aM KB 3 12 2015 9 49 Sh Adobe Acrobat D 13 KE 3 12 2015 9 49 AM Adobe Acrobat D g KE 3 12 2015 949 AM Adobe Acrobat D gg KE af12 2015 9 26 AM Adobe Acrobat D 56 KB af12 2015 9 25 AM Adobe Acrobat D 56 KE If your e mail address was in the recipient list you should receive 7 e mails with the attached report PDF file for each salesman as follow Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France I ia oO From Subject 3 IEI oO societe clickndecide com Alet the products sold by the sales man Kim Johnson are lower than 100000 Euros al a i societe elickndecide com gt Alert the products sold by the sales man Robert Salta are lower than 100000 Euros E gt 0 societe Dclickndecide com Alert the products sold by the salesman Doug Castro are lower than 100000 Euros i societe clickndecide com Alert the products sold by the salesman Joe Kramer are lower than 100000 Euros i societe Oclickndecide com Alert the products
66. _DATE must apply to the Date field Parameters AREA_PARAM AREA SALNAME_PARAM SALNAME P_DATE DATE AREA PARAM AREA SALNAME_PARAM SALNAME P_DATE DATE 17 Save the report Report Training 18 Run the report to test the result Warning a preview will never generate Alerts you need to print or export the report to any output format to generate alerts Export the report to PDF format by selecting for example Q1 2015 or a keyword such as This Quarter and click OK i l E Parameters Area IGNORE i Salesman Name SNORE lee Cancel Date Use key words or a calendar date This Quarter ea 19 Once the report is finish go to the destination directory C Users Public Documents Click and DECiDE Samples Web Portal Shared Folder to see if one or several reports have been generated if the Alert condition was true 61 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp DE C i DE Business Application Intelligence Training Documents library Shared Folder Mame di Alert Result di Brochures di Click and Decide Web Demonstration d Network security Intelligence TH DermoMultiCriteria_Bill Raley 0000 pdf o DermohdultiCriteria_ Diane Meyer_0000 pdf o DermohdultiCriteria_D
67. al DATE TimeStamp a 3 H He TOTAL Float 5 0 Salesman Ho Fe SAL Smaillint 2 0 h alH e SALNAME Warchar 15 0 a al e AREA Warchar 10 Customer HER H cust Smallin 2 oR Eb CUSTNAME Warchar 30 ADDRESS varchar 50 Area Code Salesman Name Customer Date Amount 1 ATLANTIC 4 Diane Meyer Sunny Bikes 152075 73 605 00 2 ATLANTIC 4 Diane bleyer Family Bikes fbf 2015 76 955 18 Now create a Cross table displaying the Customer for each Area and Salesman for the selected Year The cross table should look like Cross Table Assistant Step 3 of 3 Build your dynamic cross bable by moving the required Fields Fram the Fight window to the left areas Columns Rows and Data Several Fields can be mowed into each box but one after the other Columns CUSTHAM E SALA AMIE DATE SALMAME TOTAL Year Rows Data Year Sum TOTAL CUSTHAME And the result should looks like EE Ric Smith Robet Salta Sandra Davis Tim Rosenberg Wanda Sanders 2015 Atlantic Mountains Bikes Ho 634 00 Bicycle amp Co 149 460 01 Bike s for Life 183 317 80 Bikes for Tykes 226 125 50 Central Hut City Sports 350 074 50 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 50 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h
68. ame If we are in April 2015 the suffix YYMM will add 1504 to the file name If we are in April 2015 the suffix YYMM 1 will add 1503 to the file name If we are the first of April 2015 the suffix YYMM 1D will add 1503 to the file name because the day before the first of April was in March If we are the 14 of April 2015 the suffix YYMM 1 will add 1504 to the file name because the day before the 14 of April was in April If we are the 14 of April 2015 the suffix YYMMDD will add 150414 to the file name If we are the 14 of April 2015 the suffix YYMMDD 1 will add 150413 to the file name Whatever the date is the suffix NNNN will add 0001 to the file name if not exists or will increment the number using the last one plus one if the file name already exists 60 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here Cl J C h amp LJ C i L E Business Application Intelligence Training Select for this example the NNNN suffix so that if several files are created and if a name already exists they will get distinct names Project Name CAUsers Public Documents Click and DECIDE Samples Web Portal Click and Decide Web Demonstration wty Item Type Report Item Mame Demo _Multicriteria Outp
69. an Grow and Can Shrink Properties cccccccsssccccssseccceesececeesececeeeeceeeeesecessuececeunecesseusecessuesessuaess 12 1418 Backeround Style Proper V esep AE E E E EAE 12 1 4 1 9 Backeround Color Property ner 12 1 4 1 10 Background Color 2 Proper scctrssscccesccstecousiatenenecriduthunscaecncesiucsantsbaeceesiideteearinatesreiecensieecessatmen 12 1 4 1 11 Pora EO PrOD V aa E ee ee eee 12 1 4 1 12 Border Style ProDeriy ccone EE E 13 1 4 1 13 BOrJEF C Olr PrOD IY eE E E 13 1 4 1 14 Border WEEN a 2 6 1 eosin A 13 1 4 1 15 BOOKMAIK Proper Iy enn nmr nan nn E ee ene eee 14 1 4 1 16 LF g lh 24 a ai eae 01 oie paire nt near me nt en ere ne eon nn ere A 14 1 4 2 CODVINE the CUSTOM COINS 6 dsscasusaracieessdianoseanindeonsanewedus ace dourhdoenaapaeteslennedeecndaeDadsanadoueadioadtedeuwaduecsdesatadearsdoads 20 Te SD CCHIG FEIE PTO UC r EE A E 20 14 3 1 Name Property ericsisscdisisiirn NT 22 IA AD SOU Ee PO Oy e E ce enrceateatronsepioienad ates 22 IA A Prope V cre cats ccs deroeendicee E acess ease desneae eveeindecees ender eee ee aeeiesmeuce des 22 1 4 3 4 Child and Parent Data Link Property ccccccccsseccccssscceceesececseseccesenseceseesececseneceseeneeeesseaecessuaeceeseees 22 1 4 3 5 ASSIEN TO parameter PrOPELy ccecccscccssccesccesccescoescenscossceuscesscesscessceesceescsesctesctesssesssessesseeeseseses 22 14 OE POS Y cenin S S E RS OT 23 LA TF EP OP T y a E E ce enrceteateronseptoneenad cers
70. ant to actualize an existing template 7 4 Most Used Commands Instead of using the advanced commands in the right Properties pane you can use the following commands or icons for most of the current features 7 4 1 Change the Chart 3D Effect Use the icon to enable or disable the Chart3D effect In the Properties box this icon will change the following Chart3D item Properties z A az 24 Appearence El Appearence3D Angler 40 Angle 230 Charts D Cluster False Perspective 0 ViewsD False View3DDepth 50 View3DLight Fixed WallWidth 4 99 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CC q e 5 CO mMm To contact your nearest Click amp DECIiDE partner click here A C li C h amp LE C i DE Business Application Intelligence Training 7 4 2 Change the View 3D Effect If the Chart3D effect is enabled use the H icon to modify the view 3D mode In the Properties box this icon will change the following View3D item Properties q We am Geo A n ER Appearence Cl Appearence3D Anglex 40 Angle 230 ChartsD True Cluster False Perspective 0 ViewsD View3DDepth 50 View3DLight Fixed WallWidth 4 7 4 3 Change the Appearance3D AngleY If the Chart3D and View3D effects are enabled use the ti icon to modify the AngleY value in the above picture 7 4 4 Change the Appearance
71. apistou www clickndecide com Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here A Cl J C h amp DE C i DE Business Application Intelligence Training Example with Default Border My Title WE Series 3 Series 2 WE Series 1 1 7 3 4 5 Area Click the sign before BorderObject to see additional options Example with Image Border note that the Emboss Type has been used in this example My Title mour 210 A g Series 1 i Series 2 l e a g ia T E i WB Series 3 Click the sign before BorderObject to see additional options 7 4 23 Changing the Gap Values Foor Gap values are proposed to modify the margin between the chart and the bounding rectangle Click the Gaps branch level in the right Properties pane 7 4 23 1 Left Gap Use the LeftGap to define the left margin between the chart and the bounding rectangle The Type is Integer The specified value sets the distance in pixels between the left border of the bounding rectangle and the chart Example To set a left margin of 60 pixels enter 60 in the LeftGap box 7 4 23 2 Top Gap Use the TopGap to define the top margin between the chart and the bounding rectangle The Type is Integer The specified value sets the distance in pixels between the top border of the bounding rectangle and the chart Example To set a top margin of 10 pixel
72. artner click here ly Cl J C h amp LJ C i L E Business Application Intelligence Training Use the command View gt Page Header Footer to display or remove with one click the Page Header Block and the Page Footer Block Warning when you remove these blocks a message prevents you that you will lose their content 1 6 4 View Toolbar This command allows to display several Toolbars 1 6 4 1 Toolbar a dli akblisaavsli9l e slialae See the legend to know what icon is doing 1 6 4 2 Toolbox Jyll Aa abl abt A ai fa 3 See the legend to know which kind of object each icon will add in your report 1 6 4 3 Layout Bar Arial 8 amp 5 BZU 2 B A 00s Use this toolbar to modify the objects and fields layout 1 6 4 4 Alignment Resize Bar El of a S PHP Park te Gey See the legend to know what icon is doing 1 6 4 5 Spacing Bar e kie age da p Ai See the legend to know what icon is doing 1 7 Reports Objects and Fields Once a report has been created with the default blocks containing the default objects and fields according to the query structure you can wish to 1 7 1 Add a new query field If you need to add some fields in a report already based on an existing query do the following steps 1 Click the Report Property icon f then select the Data Tab where you will see the query name used a data source Click the icon to open the query Select the new required field s in the query and save the query
73. ay a title such as Main total using the As icon from the Toolbox The bottom Report should appear like the following picture Adding a main total at the end of the Report o Page Footer oo eee eee Printed on FormetDate imeCdddad ad pf minim yyy i a Report Footer Sum TOTAL And if you run again the report you will get the main total on last page after the last Area break WEST 15 Ric Smith 12430 2015 223 915 15 WEST 15 Ric Srnith 12431 2015 241 312 29 Sub total for the Area WEST 5 766 463 97 Main Total 9 248 879 69 Remark it could be sometimes necessary to increase the size of the Total field in a Break Group or in the Report Footer Group because the total of all data could give a bigger result that could not feed in the Total field size coming from the Details Block the Data could be truncated unless you apply the Can Grow Property or could be visible but not aligned with the same Total field from other blocks 1 8 2 If you only wish to get the Break Level result and hide the Detail Block click on the Details block and go to the properties dialog box select No in the Visible box Hide the detail block and get only the Break level result Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here i f 36 www clickndecide com
74. bel a dynamic field data or formula or a separator line to a report They will be named as follows IFormat_Static For text or label items Format_Data For alphanumeric data items Format_Num For number data items Format_Date For Date data items Format_Time For Time data items Format_DateTime For Datetime data items Format_Line For Line items gt OQ lt gt WG ol Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 81 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cly C eR VDE i DE Business Application Intelligence Training If an item is added to a block in a template based report at a later date Click amp DECIDE Builder will search for an information field in the template which corresponds to the data type and will assign the attributes and formats defined in the Template A block can only contain one field for one data type For example if the user defines a FormatDateTime field in the detail block then this block cannot contain another Datetime format field However it is possible to copy this field to the Report Header block to define another Datetime format for the block In this case the field s internal name will begin with FormatDateTime for example FormatDateTime2 Field Search Rules If the Format_xxxx
75. browse button to open the Quick Expression Editor and type the required formula Froject Mame CAUsers Public Documents Click and DECIDE Samples Web Portal Cick and Decide Web Demonstration wtw Item Type sac Enter an equal sign here before cliking the Browse button Item Name Demo_Multicriteria to open the Quick Expression Editor if you wish to enter a Output Format PDF formula Destination File Type the formula such as for example C Users Public Documents Click and DECiDE Samples Web Portal Shared Folder DemoMulticietria_ SALNAME _ pdf SALNAME will be replaced with the Salesman Name on each report Project Name C Users Public Documents Click and DECIDE Samples Web Portal Click and Decide Web Demonstration wiv ltem Type Report Item Name Demo_Multicriteria Output Format PDF Destination File C Users Public Documents Click and DECIDE Samples Web Portal Shared Folder DemoMulticietria_ SALNAME _ pdf 14 Optional select a Suffix if needed that will add after the file name and before the extension a suffix according to the selected item Y for Year M for Month D for Day N for a number Suffix None B Click and DECIDE User Click and DECIDE Password YY Parameters bii O bim u YMM YYMM 1 WYMM 1D WMMDD YYMMDD 1 NNN For example if we are in 2015 the suffix YY will add 15 at the end of the file name If we are in 2015 the suffix YY 1 will add 14 at the end of the file n
76. cccsscccccsseccccessecccaesececcesececeeseceeseusecesauecessugeceeeenscesssesecessuecesseneceesegeeeetes 94 7 CHICK SED ECIDE Chart DOCSIS Ci asctanenetaraicntadecacostotnecnnntetetienatasccnteseneicaninbtadenseetebeniad E E oseie te seway anieosateuneionactne 98 Fehn Tie OO US areca sisters eaters nace sa asccoass tee cessnatsnneeecovasece cia tunebceaseeeatennaceauesecscaacabessica ees nteonseedneees 98 Fd Openine a Chart WENO AUC cnica E 98 Te NE r Ea a TEE a A T ee ee ee eee een eer 99 7 4 Most Used Commands wcccstcncesnvsateatotyondsdiocaedeanconbeasiestetesbaibyuncsdedeseaeactyauwaaecsohessebynncndavsancedsddoturaeceatessuteoseasexesttes 99 PA E Gl aye a A ae DIE e O E A E E A E AE E A E E A A E EEE ES 99 LA CIV INE VIEW DEN OC een E A 100 7 4 3 Change the Appearance3D AngleY ccscsccscsssscssssssecccnesscuenssscsecussseecussseneussessoussseucussscneoussestensssenees 100 7 4 4 Change the Appearance3D AngleX nocseseseseressuresureresreresuneresrererurerssreresunserureresunreruneresanrerureresanrersreres 100 745 Change the Cluster EGC eerca annene EEEE EE EEE 100 TAO AAEE E C y E E E EG 101 TALA FONG ADE e E E E A 101 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 5 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here GM Clickhk amp D EL DE Business Application Intelligence
77. cimal etc The Report should like as the next picture gt Report Header Page Header PA ee ue Area ae hs ne ea ee ae oe ey eee ee Se Siriaas Se re ee ee ee ee eee eee oe ee we a ee Ere eet eo ej ee a sahai hoe x 2 EP n roe Pet Pits ea eye T gat S Payee PeP Baba eins Akaia ee te Te ff eee te i Re oe Eh Doe ee ae ie a A et eas ete ee A a ia pa tees Eai aer LT a aa a ee ee A ee i ai he ERE ye aia a ie ALNES Zaan Se Ase ase a demo multicriteria Code Salesman Hame Date Amount 2 Group Header AREA Salesmen forf the Area AREA 2 L a a a 202 a a Details AREA E E E E E a ub total for the Area AREP 2 Page Footer Sum TOTAL Report Footer If you run that Report for the chosen year or period you will get a detailed list of all the sales done by all the salesmen for each different area All the areas are in ascending order Each Group Header AREA will display the title Salesmen for the area followed by the area name and after the Detail Block the Group Footer AREA will display the text Sub total for the area followed by the area name and the sub total representing the sum of the TOTAL field for all the salesmen and dates in the list as in the following example 35 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW
78. ck abl to add a new dynamic field that could be fed by a query field or a report formula Define the target location in the required block by drawing a frame with the dimension you need Release the mouse T Select the Properties Data Tab and click the icon in the Data Source box to select a query field or click the icon to open the Quick Expression Editor to enter a formula 1 7 2 3 Query Data 1 Click ab to add a special Query Data object Define the target location in the required block by drawing a frame with the dimension you need Release the mouse This object must be fed by a query but will display only the result of the first row and the first column of this query T 4 Select the Properties Data Tab and click the icon in the Data Source box to select a query name or click the icon to create the appropriate query if needed 1 7 2 4 Picture 1 Click i to add a picture 2 Define the target location in the required block by drawing a frame with the dimension you need 3 Release the mouse A dialog box immediately opens to search for the picture file name 4 Select the image file and click Open 5 Select then the Properties Format Tab to specify the Image Type Draw Mode Horizontal and Vertical Alignments 1 7 2 5 Graph 1 Click ni to add a dynamic chart 2 Define the target location in the required block by drawing a frame with the dimension you need 3 Release the mouse A dialog box immediately opens to offer
79. criteria_product demo_multicriteria_product 03 25 2010 10 45 46 4M 03 23 2010 4 57 16 PM Graph with series in rows Graph with series in rows 10 29 2009 2 56 21 PM 11 17 2008 6 48 42 PM ie Invoices Invoices 11 03 2009 11 42 57 AM Example printing invoices 10 08 1999 12 07 53 Invoices Alert Invoices Alert 11 19 2009 3 28 13 PM 06 23 2009 5 59 15 PM T Invoices e mail Invoices with alert parame 03 11 2010 2 30 18 PM Example printing invoices 10 08 1999 12 07 53 Products by category Products by category 10 29 2009 2 57 35 PM Example with 2 columns 02 21 2001 6 50 49 PM W Report Brochures Report Training demo_multicriteria 10 29 2009 2 08 03 PM 03 25 2010 11 02 16 AM DataSet products brochure 02 19 2001 2 30 57 PM 03 18 2010 6 01 53 PM 1 3 Deleting a Report To remove a report you must first open the ClickK amp DECIDE Builder project file inside of which your report is located Then select the Report Tab select the report to be removed and use the lt Del gt key or press the lt Remove gt button A warning message asks you to confirm Be careful that command could be dangerous because the lost report could be used by another report as a sub report or be included in a Report Book The Description box could be use to enter dependencies between several items Example a comment such as This report is used as a Sub report in the report XXXX Make sure this report is not used anymore before confirming the warning me
80. ct Name that cannot contain spaces neither special characters and cannot be used twice with the same name in a report We strongly recommend thus to use the Description box to define such headers The problem when sending a report to Excel is that all data fields from the Details Block and the various Break Header or Break Footer Blocks are not always aligned vertically The solution provided by Click amp DECIDE Builder is given if you take care about the following rule Each data field sent to Excel and having the same Description content will be sent in the same Excel sheet column In our report example with the 2 break levels on Area and Salesman we will enter in the Description box the word Area for all columns that should be in the same Excel sheet column 0 i a J General Format Data All n Name Text seo Description Area Hyperlin Bookmark Highlight Code Salesman name tis i a E ERE EE ERETI description to all fields AREA A SALMAME DATE that need to be in the n same Excel sheet O gt Group Footer Aa column Sub Total for the salesman SALNAME ub L tal for the area AREA Oo ff Page Foote Printed on Forma DateTime dddd d of mmimin yyy at Oo p Rep Main total s PPP EEE EOE EE EEL EOE EE ELLE EEE EE ELE EOP EE LEE EEE EE EEE EOP PE EEE EOP PE EEE EEE PEE EEE EOP EEE EEE ELE EEE EP EE Then we will apply the same r
81. ction will be printed also on a new page 1 4 1 2 New Row or Column Property 10 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i m Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Gy Click amp DEG DVE Business Application Intelligence Training This property allows to specify if a section block content must be printed on a new row or new column in a multicolumn report For example you can use that property to print each header group at the beginning of a new column in a multicolumn report Default value Click amp DECiDE Builder starts printing the section on the No current page and finish printing on next page if the content doesn t feed on the same page according to the Page Set up parameters Click amp DECIiDE Builder starts printing the current section for example a Before Block Group Header on a new row or column then print the next section for example a Detail on the same row or column Click amp DECIiDE Builder starts printing the current section for example a After Block Group Header on the current row or current column then print the next section for example a Detail on a new row or a new column Click amp DECiDE Builder starts printing the current section on a new row or ellie Sern ET ROGE column then print the next section on a new row or a new column
82. d select the required item name to be run Warning this item cannot be the report in which you are defining the Alert because it will generate a permanent loop Avoid also to call for an item already included in the same report as a sub report or a cross table because it will generate twice the alerts one time when running this item in the main report one time when running the same item generated by the Alert If this example we are going to run the report called Demo_Multicriteria given in the Click and Decide Web Demonstration project file 59 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here GN Clickhk amp DEL DE Business Application Intelligence Training Project Name C Users Public Documents Click and DECIDE Samples Web Portal Click and Decide Web Demonstration wiv Item Type Report Item Mame Demo_Multicriteria Output Format PDF 12 Select the Output format PDF is proposed as default Lith 4 f Project Name C Program Files Click and DECIDE BAI DemoWeb Click and Decide Web Demonstration wtv ltem Type Report Item Mame demo_multicriteria_product_alert Output Format FDF 13 Define the Destination File Name If you wish to enter a formula instead of a permanent file name enter first the equal sign before click the
83. e Frame3D Math and FlatFrame 111 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC Kn q eCl d e com To contact your nearest Click amp DECIiDE partner click here GN ClickhR amp DECI VE Business Application Intelligence Training El Appearence AxesStyle FlatFrame BackColor None El BackObject FramesD Anal Math ac FlatFrame 7 4 21 Changing the Background In the Appearance branch in the right Properties pane select the BackColor level and choose among Default Background Image and Gradient BackObject Gradient e Angle fault Backgroun ColorFrom a Y Gradient Example using the Gradient option define the 2 colors using RGB codes El BackObject Gradient Angle 45 ColorFrom _ 192 220 192 ColorTo _ 0 255 255 255 Type Horizontal Horizontal Vertical BackwardDiagonal ForwardDiagonal Radial 7 4 22 Changing the Chart Border In the Appearance branch in the right Properties pane select the BorderObject level and choose among None Default Border and Image Border BorderObject Default Border None Default Border Example without Border Series 3 E Series 2 Amount L tn T th tE Click the sign before BorderObject to see additional options 112 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s BDECIDE 130 rue du B
84. e This publication is for informational purposes only without representation or warranty of any kind and Click amp DECiIDE SAS shall not be liable for errors or omissions with respect to this publication The only warranties for Click amp DECiDE products and services are those that are set forth in the express warranty statements accompanying such products and services if any Nothing herein should be construed as constituting any additional warranty 114 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here
85. e control sample 3D Underline The object has a sunken line below the control 1 4 1 12 Border Style Property This property allows to specify the border style for a section block or an item field 7 Use that button to display the available border styles in the combo box list iJ Use that button on the Report Format Toolbar to apply directly a border style to the block or field Default value The border is not visible when editing or printing The border is visible as a solid line Dash ILL The border is visible as a dash line couch it The border is visible as a point line ___ Dash Point I The border is visible as a dash point line _Dash Point Paint i The border is visible as a dash point point line 1 4 1 13 Border Color Property This property allows to specify the border color for a section block or an item field The Border Color property uses as parameter a number corresponding to a specific color 7 Use that button to display the available colors er Use that button to generate a customised color Use that button on the Report Format Toolbar to apply directly a border color to the block or border field 1 4 1 14 Border Weight Property This property allows to specify the border weight for a section block or an item field Use that button to display the available border weight in the combo box list C Use that button on the Report Format Toolbar to apply directly a weight to the block or field border
86. e created regardless the state of the current break level e if Entire group is selected a page break will be done if the new Break level cannot be displayed or printed on the current page e if With first detail is selected the new Break level will start on the current page only if several first detailed row can be displayed on the current page if not a page break will be done We have defined in the previous example a first break level on the AREA field The report should appear like the following example Report Header Qo oF Page Header mmj ew em X s am p yain mian a is arira eee ee aaa aaa e aaa ey a aa A aaar a Ub i Area demo mutsticriteria Code Salesman Name Date Amount om Group Header AREA PRE e444 elece eee Ile amp 4 3 lt 4s oe oc Iles wae 4a Il oe eee Il ao amp Details AREA 2 ul SALL SALNAME 2 2 2 2 DATE oJ 2 TAL 2 Group Footer AREA AREA e ela AL sae 5S 2s ew ie wa o 3 J Sumi ETAL 2 Page Footer aA E 2 Report Footer By default the Group Header AREA contains the field used in this break level to display the name of the next area coming in the report edition and by default the Group Footer AREA also contains the field used in this Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 34 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC
87. e date of last modification are displayed with the View gt Details mode or in the Report Properties dialog box as well as the Report Author that cannot be modified You can sort the information in the Click amp DECIDE Builder Project Report Tab by any column just by clicking on the heading column text You also can change the position of each column from left to right or right to left moving a column to another location To do that click on a column and keep the mouse button pressed then move the column to the right or to the left and drop the mouse button when the target location is reached Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 8 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Click amp DEL DVE Business Application Intelligence Training Name i Data Source Modified _ Description Created Customer labels using format AVERY L7160 Customer file 10 29 2009 12 15 31 PM Sample of labels using the customer file 11 24 2000 2 47 19 PM Dashboard with report Report Dashboard with report Q 1172772009 3 35 47 PM Used by the EBIS Project Ebis with Report wfd 03 01 2002 2 53 01 PM Qa Date Keyword Report Date Keyword Query 01 29 2010 5 47 13 PM 12 16 2008 3 12 52 PM Demo_Multicriteria demo_rmulticriteria 11 16 2009 4 01 28 PM 05 20 2003 11 24 37 demo_multi
88. e report main query If needed refer to the Click amp DECIDE BAI Query User Guide pdf for more information about how to create a query The main steps are 1 Make a copy of the demo_ multicriteria query under a new name demo_multicriteria_customer 2 Open this new query select the Table Tab and add the table Customer Sales ame Type E Customer NO Varchar i Name Type in CUST Smiallin O CUST Smiallint SAL smalllr DATE Tirmesti TOTAL Float m r CUSTNAME Varchar ADDRESS Varchar CITy Varchar Name Type STATE Varchar SAL Smallin SALNAME Varchar AREA Varchar Varchar BET 3 Go back to the Query Tab and select only the required fields for the Query Data Custname and Area A aaa ee aa ea a O Sales H H NO Warchar 5 0 H H cust Smallin 2 0 H H SaL Smalllrt 2 0 DATE TimeStamp B J H H TOTAL Float 4 0 Salesman SAL Smallin 2 1 H SALNAME Yarchar 15 0 H Hi AREA Varchar 10 Customer H H cust Smallin 2 0 H ew CUSTNAME Warchar 30 0 H H ADDRESS Varchar 30 0 H H TY archar 15 0 H H STATE Varchar 5 0 H H CP Varchar 10 0 H H COUNTRY Yarchar 15 H PHONE Varchar 15 0 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 52 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Gy
89. ect Report Tab by clicking the New icon lal New iF Open RX Delete This command will ask you to choose among Hew Report le Report Book Report From Raw Cross Table Data Blank Report creates an empty report inside of which you will insert manually the required static Labels or dynamic fields if a query is later specified or using formulas or other objects This option is reserved to advanced users Report from Query this is the most used option that will create a report based on the query you will specify in the Data Source Item list box using automatically all the query columns Report Book creates a report list of existing reports to be able to export or print them together as one global report A Report Book can be printed to printer exported to HTML or PDF formats A Report Book cannot be exported to other Click amp DECIDE Builder output formats Report from Raw Cross Table Data creates a report based on the cross table you will specify in the Data Source Item list box by reading the cross table rows as a data source Warning Report from Raw Cube Data this option does not exist anymore in version 2015 because Builder 64 bit cannot manage Microsoft Cubes but a Report based on Raw Cube Data as a data source made with a 32 bit version of Builder V13 x can still be run through the Web Portal having Click amp DECIDE 2015 but not in Builder 64 bit Steps 1 Select the most used option Report from
90. edwatane wsudsoeunwuneeresdionntdsetasanaiees 37 1 8 4 Sending a report with break to Excel cccccccssseccccessccecesececeeeceeeeseceseuseceseeeeceeseesecessuecessegeceesegeeeetes 40 LO POCA S a a ea a E E E anes aeueoestoas 42 KIO Adding a SUD REDO Terenie a E EE N 46 CELATA a Co e Dl Ea ee rn ee ee ne oe eee ere 49 112 PONT a Query Data cate sersoiees vnnasacivasmeaeenveceent EEEE EE 52 Ze STINE FMC IES e E E E E 56 7 Ad e E A A EA A E A E E E er EESE E T E A TETA E eee 57 ZA RUNE CNG ea DECIDE MENi rirerire e E E E E A 57 PAIE EE SHIVA E T E A EN E E AE T ET A E N N 57 2 1 3 Run e Mail Click and DECIDE Item nessessssenssserssssesssssressscssssrossscoseserossecoseserossscoseserssserosesersssereseseesst 57 ZLA XO OORE DOC a E E N 57 DN DANO ANA REDO LUNE SOVICO an A 57 Ze GCS AU cli oF cdi ee cep ee E EE N E 57 PMPA RS AUS el FEV MN races cc Serpe a din senate yea ve ess nc eg cave AE earn yeas Suen Spee sou iene ave eset tne ea 57 21 8 Generate INFOFMATION ccccccccccsseesssseecccccseaeesseeececcssaeeusseeececsssaeausseeeeeeessaeeesseeseeesssauaasseeseeeessaaaaseeeseess 57 DD Ve E AE a ATE E vette E hats onthe EE T E E E E A 57 2 2 LAlert running a Chcek amp DECIDE tem enungrennnano ia a AA 57 222 Alert sending an eMail eec E EEN 62 22o RUM e Mal CCA DECIDE eM ern EE EE E 66 2 2 4 E Mail possible troubles ccncincncaseccncasencnoesseroosedanvensonseneasaiseveeeusnesatedsnwanteabegeieabslowsmnentsnsetebsexsateensieneda
91. elected you can specify how many characters must be used to produce a break level For example the 2 first characters of a postal code in France will produce a break level on the Department area 33 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp DE C i DE Business Application Intelligence Training Group On ce m Yea Quarter Month week Day of month Day Hour Minute Second e Value and Year Quarter Mont Week Day of month Day Hour Minute Second for a Date field if Value is selected the break level will be done on the entire value content if a Date Time dimension is selected you can specify the periodicity to be used to produce a break level Each year each month etc Day of the Month will produce a break by day but taking care about the date whereas Day will produce a break by day without taking care about the date unless this break is created after a Month Break Interval e Value and Interval for a Numeric field if Value is selected the break level will be done on the entire value content If Interval is selected you can specify the interval range Group On Range 9 Keep Together you can select an option among No Entire group or With first detail e f No is selected a new page can b
92. elligence Training Exp Conditions a oN fF x x db Fa TOTAL lt 100000 TOTAL 100000 and TOTAL lt 200000 TOTAL 200000 and TOTAL lt 300000 TOTAL 300000 Attributes Visible iNot defined Background Color Not defined Text Color amp H OOOU80F F The third condition will give a green number if true Conditions a oN x t ew ne db Fa TOTAL lt 100000 TOTAL 100000 and TOTAL 200000 TOTAL 300000 Attributes Visible Not defined Background Color Not defined Text Color i amp HOOSUSO0LE And the last condition will give a blue number if true Conditions NS f Ey ne db Fa TOTAL 100000 TOTAL 100000 and TOTAL lt 200000 TOTAL gt 200000 and TOTAL lt 300000 TOTAL gt 300000 Attributes Visible Mot defined Background Color Not defined Text Color amp HOOCOOOO0E Format Mot defined Hyperlink Mot defined Preview 123 456 79 2 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 16 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW n Cl ickn d 6C d e a CO mM To contact your nearest Click amp DECIDE partner click here GN Cl J C h amp LE C i L E Business Application Intelligence Training One of the conditions will be always true so the result will get the corresponding color For a Report Static Field a highlight can affect the same attributes
93. ending on the future report size Portait or Landscape Report Template Preview Double click to enlarge aa lt No Template gt Portrait 44 Blue Glass Header Extended Arial Portrait 44 Green Glass Header Extended Arial Portrait 44 Orange Glass Header Extended Arial Portrait 44 Bordeaux Glass Header Extended Verdana Portrait 44 Grey Glass Header Extended Verdana Portrait 44 with 30 Bevel Blue Portrait 44 with 30 Bevel Grey a ee oe ee ee el a ES Stel mil w gina ae i ail iit HH I Ihi IHI TETE pitje i H TRM L p paj MUU eapo penaga WIH Himaka EEEE i jet aL HM HI TUE 44 Format Orange Glass Header Fixed Width and Modifiable Height Arial Font 4 Click OK a new report is created as follow Em Click and Decide Web Demonstration wiw E Report _ a p a p p Ga pa G T 2 amp Report Header 2 oo Page Header a Cross Table Demo Multicriteria for Report 41 NAME 2013 201 2015 me k we i LF i LF T iF F IET oa rT o fo ik LM 2 l Details AREA SALNAME TOTALI TOTAL TOTALS ooo ep oo Page Footer QO oo Report Footer Each column Dimension has generated a column in the Report The Heading Label are using the column name or the Dimension value The detailed block in the report will be fed by the Cross Table data rows 5 Run the Repot to check the Result lh Cross Tabie De
94. er such a Report you can run it through the Web Portal 64 bit from Version 2015 To know how to create such a Report please see the Report User Guide made for Click amp DECiDE Builder Version 13 32 bit http www clickndecide com sites default files assets files resources clickndecide bai report user guide 0 p df Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 93 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Click amp DEG DE Business Application Intelligence Training 6 Report from Raw Cross Table Data Click amp DECIDE Builder 2015 64 bit can create and run a Report based on the data coming from a Cross table made with Builder To give an example open the Click and DECIDE Web Demonstration wfv project file and select the Cross Table Tab Then make a copy of the proposed example Cross Table Demo_Multicriteria cross table under another name such as Cross Table Demo_Multicriteria_for_Report Click and Decide Web Demonstration wtv pane iia New 3 Open Delete Modified Data Source 03 18 2015 4 50 55 PM demo multicriteria 03 18 2015 4 52 19 PM demo_multicriteria Queries Reports Cross Tables Then open this cross table run it and click the Cross Table Wizard icon to be able to modify the configuration a e amp
95. estination directory and you get a some e mails but without the attached file check if Attachment has been set to Yes in the e mail properties 68 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here GN Cl J C h amp DE C i VE Business Application Intelligence Training From societeM clickndecide com To didier clickndecide com Subject Alert the products sold by the salesman SALNAME Text Please find attached a Report PDF file for the Salesma Attachment Yes Consult if needed the Event Viewer 2 2 5 Alert sending result to a Google Doc An alert can also send the result file PDF Excel etc to a Google Doc in the specified Google Drive Using the demo_multicriteria report here are the step to follow to do that 1 Open the report demo_ multicriteria Click the Report Footer block and open the Alert Tab We can add another Alert on the same block send the result to a Google Doc document in your Google Drive Click on the New Alert icon or make a right mouse click and select Add Alert m Report E e ma a _Sum_Total_Amount lt 100000 Ty Remove Alert gael DX cut eH S Copy 4 Select Export Google Doc for the Alert Type l Define your condition here gt Type Define your alert type here gt
96. euaeeeseeeessagages 83 3 1 1 10 Dynamic Fields in a Header BIOCK ccccccsssccccessececeesecceeesececeusececseeceeseeeeceteusecessueceeseneeeetas 83 3 1 1 11 Static Format IN Header BIOCKS vxwersssadsvnecanwierevedsnonenivussaeveeianduaivedsrmcadubedesiuwvctacatusidsetaudenereidiadayes 84 3 1 2 Creating a template from an existing template cceseccccssseccceseccceeseccceeeseceseuseceseugecessenceeseuseeeesugess 84 3 1 3 Creating a template from an existing report cc ceccccesseccccesseccceeseccceeececeeesccessueceseueecessensceessuesesseness 86 Bil SAV ANAS FOUN UC eE E A 89 A REDOT BOOR arre A E E nose ote iowatasaiioaaiieeuicesaa tisecinstibe te AE 90 A eae a REPO BOOR serena E E act seucosesaauae amas aauegeneoaes 90 42 Modi a Report BOOK sissrpeicaea e E AA EOT 92 4 2 1 Remove a report from a Report BOOK e ssssssesssesssreresrresssrrreserrsssrrresererssrereserenssreresererssreresererssreresereesseee 92 4 2 2 Add a report in a Report Book ccccsesscssssescncossseccoussscucussscneussucsecussectenssseneussscneoussestensssencussseneousrense 92 4 2 3 Edita Report from a Report BOOK wetavesenincccseieteviensinsecndebscasvamobtesentbetanapstesdanieisameseabunocdietanwsebanisosatsunnioseebacs 92 4 2 4 Missing reports ina Report BOOKeisscesoransesiaenni ANNA 93 Mi Delete a Report BOOK sarronieire rn E E E EET 93 SRepon Tom RW Data CUDE irasi E a ee ee een eee 93 6 Report from Raw Cross Table Data cc
97. field or object ssesesessseesesrrrssrresssrrrssreresrrresrreressrressrereserressreresrrressreresererssreresrrressne 30 r MR e aa Ee E A E A E E E E E E A E E E A E 30 1 7 22 Dynamic field Data FOr MUL vccatsnstcrencssnnadeeccadnueciansdiensctasancesantdeatsadausvansdetorossenterangaleninadsuscaodeideosooe 30 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 3 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France ly Cly C h amp LE C i L E Business Application Intelligence Training LAA EN DOE e E E E 30 LA 2S 1 0 a E eee rere ree errr eee 30 dT PAO Coc 9 a eRe E E en ee EA ee ere en ee E EETA ete eee 30 Vi TZ OO SST AIS E E E E uerisiue E E A T 31 TA PREPO e E ee ee ee 31 1 7 2 8 Line 31 LAANE CONT O E E E E E A 31 MO Cea CI Dee OV E e E E 32 1 8 1 Adding a main total at the end of the Report csscsessssssecccsssscncnsssenscussectenssscneusssestoussscnensssensessrense 36 1 8 2 Hide the detail block and get only the Break level result ccccccecccceessececeeseceeceeecceseeseceeeeecessegeceeeees 36 1 8 3 Adding a second break OVE sscccssvssuvsseisncconscsessnacnsddsiatdentiiatsestionnesetendeeedtaas
98. g Break Levels in a report 1 4 3 5 Assign to parameter Property This property allows to assign the field content to a parameter that can be used later in the same report inside a formula or in a sub report or in another report belonging the same Report Book if the query of this report is also referenced with the same parameter Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 22 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp LJ C i L E Business Application Intelligence Training 1 4 3 6 Text Property This property allows to specify the visible text for a Static label field such as a Title a Sub Title a Column name a Comment etc Note Click amp DECIDE Builder attributes automatically the default text Text to any new label field inserted inside a block report You can use the Format Tab in the Properties Dialog Box to see or modify it lf the text you want to type is quite long you can use the Text Editor by clicking on the ml right browse button Example the following text in the Text Editor Text Editor Text31 The best reporting tool OK The best query tool Pa Built in powerfull chart editor l la Built in multidimensional analytic tool Use Multiple heterogen data source in your report Automation enable Eil Will give
99. h Image layout R Graphi Click and DECIDE Chart Designer File View Type Format Axes Help De dl MO lt 3 lb OOF alee Ready Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 107 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp DE C i DE Business Application Intelligence Training 7 4 17 Define Stacked Series If more than one series id defined you can wish to display stacked values To do so open the Markers level branch in the right Properties pane and select the option among No Normal or Stacked 100 O Markers Border BorderLolor BorderEffect CylSides LineStyle Line Width MarkerShape MarkerSize MarkerStep MultipleColors Scheme Stacked Volume EO Tools Mataf editar Example with the Normal option True E 168 168 168 Dark 20 Solid Normal Stac ked100 All cylinders have the same height each series being a percentage of the 100 total 7 4 18 Modifying Axes Values Attributes If you wish to modify the axes values attributes such as Font Color Position Decimal number Autoscale etc Click the corresponding axe El Axes Axis G Axis GH Axis 2 Contact us E mail s
100. hart Designer is automatically depending on the Chart Object size in your report Enlarge the chart in the report to get a biggest chart object in the Chart Designer 7 1 Displaying the Properties If the right Properties pane is closed you can open it again using the command View gt Toolbars and Docking Windows gt Properties P Graphi Click and DECIDE Format Axes Help Customize 7 2 Opening a Chart Template Use the command File gt Open and search for the required template file having the cfx extension in the default directory C Program Files Click and DECiIDE BAI ChartModels This command will not display a preview of each template You also can use the iti icon in the Toolbar to display a preview of all existing templates and select the one you need We recommend this method much easier to see the more appropriate template Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 98 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here C li C h amp LE C i VE Business Application Intelligence Training 7 3 Saving a Chart as a Template Use the command File gt Save As and enter a name for the new template file with the cfx extension in the default directory C Program Files Click and DECIDE BAI ChartModels Use the command File gt Save if you only w
101. he next steps 1 Click the a New Report icon or click the command File gt New gt Report and select the Report Book option in the list then click OK to validate Blank Report an From Sak Report From Raw Cross Table Data Data Source Item 2 Inthe proposed empty window right click and select Insert 10 Click and Decide Web Demonstration wivy Report Book 3 Select the reports you need to be included in this Report Book using Shift Click or Ctrl Click and click OK to validate Report Dashboard with report Report a Date Keyword Report Demo_Multicriteria Demo_Multicriteria Cust Demo Multicriteria original Graph with series in rows a Invoices Invoices Alert Invoices e mail Products by category Report Brochures 4 rT Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 90 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Clichk amp DEL DE Business Application Intelligence Training 4 The selected reports are added in the Report Book in the order you have chosen 20 Click and Decide Web Demonstration wiy T Report Name Data Source Description Modified Created a Date Keyword ay Date Keyword Query 1Of22 2012 5 35 30 PM 12 16 2008 3 12 52 PM Invoices Invoices Example peeing Invoices SS 12 02 41 PM ooo 12
102. i J C h amp LJ Cc i L E Business Application Intelligence Training por pop I d oe ee acy r F IQMHgnt a Conditions a oN fF ne db el TOTAL lt 100000 Attributes Visible Not defined Background Style Not defined Background Color Not defined Image Advweb yao ThemesClick and DECIDE mages cancel gif Image Type Link Draw Mode Homothetic Horizontal Alignment Center Vertical Slignment Top Preview p A second condition can display another picture if the condition is true s Thy E3 Conditions a N x Ej ats db el TOTAL lt 100000 TOTAL 100000 and TOTAL 200000 Attributes Visible Not defined Background Style Mot defined Background Color Not defined Image yvieb oop ThemessClick and DECIDE mages highlights gif Image Type Link Draw Mode Hornothetic Horizontal Alignment Center Vertical Slignment Top Preview 9 A third condition can display another picture if the condition is true Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 18 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CC q e CO Mm To contact your nearest Click amp DECIiDE partner click here ly Click amp DEG DE Business Application Intelligence Training TOTAL lt 100000 TOTAL gt 100000 and TOTAL lt 200000 TOTAL gt 200000 and TOTAL 300000 A
103. ick amp DECIDE partner click here GN Cl J C h amp LE C i L E Business Application Intelligence Training Field Group Group Properties Field Group A DATE SAL SALNAME TOTAL 5 Inthe above screen click the arrow on the right of the Field Group box to get the query column list and select for example the AREA field to create a break level for each Area Field Group Group Properties Field Group AREA Group Header Yes Group Footer Yes Sort Order Ascending Group On Value Keep Together With First Detail 6 Select Yes for both Group Header and Group Footer and select With First Detail in the last option Group Header That group will be display before the rows concerning the break level Generally used to inform what will be the next break information Group Footer That group will be display after the rows concerning the break level Generally used to generate calculation fields like Sum Min Max Average etc concerning the rows of the previous break level 7 Sort Order by default Ascending is proposed You can switch to Descending or None Warning the None option can be used only if you are sure to get the data sorted in the query in a right way for the break levels 8 Group on make a choice among Group r p First char e Value and First Characters for a Text field if Value is selected the break level will be done on the entire value content if First Char is s
104. ick the W Edit icon you get a new template based on the selected existing report PRODREF PAoDUcT _ ary T PRCE TOTAL PRICE aaa eee jatDateTime dqdddofmmmm ff Copyright Clic 6 Define the template Title field right click on the INVOICE Title and select Template Items gt Title Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 87 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here GN C l J C h amp VE C i VE Business Application Intelligence Training Title 2 Maj 5uppr First Header Ctrl C Fi rst _ gl uUum Align b Static Format Size Center Horizontal Spacing Vertical Spacing Properties 7 The Title field position is now define with the keyword Title1 in the Report Header block a A Static Label Titlel Titl K 2 ae a l 7 e 1s 4 General Format Data All ee PER iret tert AM Name IT ithe Text Title 1 Visible es Lett 4 03 To EG 8 Add a Static Label field in the Page Header Block and define the first Header column position 1234 Front St San Diego PSA Text DE te EE aaa Maj Suppr Ctrl C First Column Static Format 9 The first Header Column position is now defined with the keyw
105. ields or totals Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 9 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Gy Clickh amp DECGI DE Business Application Intelligence Training 1 4 1 General Block and Fields Properties You can apply to each block some properties according to the following table Bookmark Yes Highlight Yes we S ieee g wooo Can Grow Yes S N Can Shrink Yes Yes Ye Baam O ve enon Vr Yon E Yen Ness Yana dgardo ne a N N N A C A A Yer Boser OOO ve O O s O e Yor s No property ona Block P 1 4 1 1 Form Feed Property Form Feed Yes New Row or Column Insecable Block Yes Visible Yes Width Yes Height Yes This property allows to specify if a section block must be printed on the current page or if a break page must be done before or after or both to print that section Note the Form Feed property doesn t apply to the Page Header or the Page Footer Default value The current section block is printed on the current page Before Block The current section block is printed on a new page The next section coming immediately after the current section will be After Block printed on a new page The current section block is printed on a new page and the next section Before amp After Block coming immediately Er the current se
106. in users Admin If no user or Group is specified the default will be Everybody 12 Save and close the demo_ multicriteria report 13 Export the Report Training report to PDF for the First Quarter 2015 for example You should receive new records in the Click amp DECiDE RSS Feed table Any user who has subscribed to the Click and DECIDE RSS feed should see in his Feed Headlines gadget the new information Click DECIDE RSS You also can open the Favorites and display the Feeds Tab and refresh the Click amp DECIDE RSS Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 73 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A C L J C h amp LJ C i L E Business Application Intelligence Training il Add to favorites Y Faworites Feeds History di Feeds for United States new di Microsoft Feeds new Click amp DECIDE R55 Refresh this feed To see how many new feeds are available Click amp DECIDE RSS new Click amp DECIDE Rss F new Updated 1 minute aga If you click the link you will see the 7 new feeds in detailed records the next picture only displays the 4 first records fh E mp v Pager Safetyy Toolsy r Click amp DECIDE RSS The Bill Raley amount is 94029 60 Today March 18 2015 5 00 00 PM gt
107. k click the command View gt Report Header Footer lt Mylemplate s a lS 7 Most of the time you will also need a Page Header and Page Footer To add the required block click the command View gt Page Header Footer Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 77 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A C L J C h amp LJ C i L E Business Application Intelligence Training es ou oe Note No break level block can be defined in a report Template 3 1 1 2 Template Fields Certain template specific fields can be defined in any block and must meet template item definitions displayed in a list when the user right clicks on a template field or when they select the Template Items command The template field list is the following Title 1 ITitle1 or starting with Title1 Title 2 ITitle2 or starting with Title2 First Header IFirst_Header or starting with First_ Header First Column IFirst_Column or starting with First_Column Static Format Format_Static or starting with Format_Static 3 1 1 3 Title Fields The field s must correspond to the proposed selection Title 1 and or Title 2 and must have the internal names Title1 and Title2 If two fields exist they will be given the same title Certain reports use
108. k here A C l J C h amp VE C i DE Business Application Intelligence Training ATLANTIC 4 Diane Meyer 4 1 3 2015 200 240 20 ATLANTIC 4 Diane Meyer 10 13 2015 be 712 00 5456 4 Cob tantal Farha Calan nman ma Sub total for the Salesman ATLANTIC 12 Karen Walker Afbf2015 bos 093 74 ATLANTIC 12 Karen Walker J2 242015 pr 0 213 25 ATLANTIC 12 Karen Walker 313 2015 p217 065 505 Soe See ae ad Far thla Calan n man Warnan Afa r raat A T79 Oo Sub total for the Salesman Karen Walker 4376 172 084 f il E A af E u E oe ATLANTIC 18 Tim Rosenberg 10 13 2015 po 654 00 E Fh l n f I Cok ntal Fariha Calaanan Town ODoneonnkeace eso cos Sub total for the Salesman Tim Rosenberg o 0j Sub total for the Area ATLANTIC 1 321 263 31 When a Graph inside a report can use the Report Data it is recommended to use that way If it is not possible and you need to run a separate query the Property Data Tab looks a little bit different if we replace lt Report Data gt with a query name such a query giving the SUM of the TOTAL field by Salesman and by Area we have to define the Data Tab as follow Properties x Graph Graph General Format Data All gt Data Source demo_multicitena salesman _sum Series SALNAME Data Sum _ TOTAL Seres IM rows No Reverse Data Order No Child D ata Link Parent Data Link In the above picture the Series is the SALNAME field and the Data is the Sum_TOTAL field from
109. l q e com To contact your nearest Click amp DECIDE partner click here ly Click amp DECIDE Business Application Intelligence Training 6 Specify the information required to send the e Mail From PMAIlSender To MAIL Subject ales for the vendor SALNAME fromthe Area AREA Text test The From box must be a Sender e Mail address recognized by your SMTP Server In this example we have a Parameter PMailSender that ask you this information The To box will get the value of the Vendor e Mail address being in the MAIL field The subject could be a fixed text or a formula that will generate a customized message subject The Text box can also be a fixed text or a formula that will generate a customized message text 7 Run the report Alert Run and Email a Report to PDF output format or printer 8 Select the parameter values Area ATLANTIC CENTRAL ma OK Salesman Name Diane Weyer James Smith ms Cancel Date Use key words or a calendar date Last ear ea Send e mail s ves ms e Mail Sender societe clickndecide cor 9 See the result yi ea at Ca E ae er ee ase Ba eee ae I Soe eae ed bec ae cs a r ian i i MII oO pfa Re p i eg He E Er a e t T a Ree Sees Ray be ca eh Be be eee nan E Be ee ee 7 e ay ey e 4 TS Res a A a P z i Bae ae engines Te ea e Peepe an See EE eMail spacey pas arh a e ene Di aud yaa o Le iN pijanih HETT eens 3 james x
110. le Yez 3 1 1 10 Dynamic Fields in a Header Block lf a Data Formula type item is added to the Report Header or Page Header blocks at a later date it is also possible to predefine default attributes and formats to be applied For example to do so copy or create if these fields have not yet been defined all the fields managing formats from the Details block to the Page Header block Note that objects internal names are duplicated and end with a number to avoid doubles For example the Format_Num field will be copied as Format_Num2 the Format_DateTime field will be duplicated as lFormat_ DateTime etc 83 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here Gy Cl J C h amp DE C i VE Business Application Intelligence Training Properties ly Template le ale Format M F Data or Formula Format_Datel alee becccsperceccereremsereerereqercerdy General Format Data All o p Page Header i Name IFormat_Date i l E Data Source Date Format First Header p gt gt gt E Aggregate Hone Assign to parameter Cumul Format Visible These keywords will be recognized by the software since they start with the reserved syntax Format_Data lFormat_N
111. lue Glass Header Freed Width and Modifiable Height Arial Font 4 Select the one you like and click OK See also later how to create your own report templates using the command Tools gt Report Templates command 5 Click OK to get automatically a new report with the following blocks or sections by default Report Header Page Header Details Page Footer Report Footer 1 2 Saving a Report Once your report has been created and modified you can save the report using the icon all or the command File gt Save that will prompt you the Save as dialog box proposing by default the query name on which the report is based Save As E Save demo_multicnternal New Name Report Training Modify the name if required and click OK If you close the report you can see in the Click amp DECIDE Builder project report tab the name of all the existing reports and if the command View gt Details from the Click amp DECIDE Builder toolbar is activated you also see some information such as Data Source the name of the query on which the report is based Description empty by default where you can add a comment about each report using the right mouse click and the Properties command or by clicking on the Properties 4 General Properties gt Marnie Report Training Data Source demo multicriteria Description Created 03 16 2070 6 01 53 PM Modified 0372572010 11 02 16 AM Author Didier Also the date of creation and th
112. ly with the project file to somebody else but the project size is not affected by the number of pictures Example C Program Files Click and DECiDE BAI Templates Images cndlogo 45 45 png Formula must be used if you specify a formula in the Image Property box as the above example with the variable environment and the parameter name 1 4 3 13 Draw Mode Property This property only applies to a Image object and allows to modify the picture presentation among 4 choices Normal Stretched Homothetic and Mosaic Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 24 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW C IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here Gy Click amp DEG DE Business Application Intelligence Training Default value The picture will be displayed with the original size without the need recalculate the size when editing or printing the report saving resources for the program The picture will be displayed extended or reduced to fit the size object Distortion can thus occur if needed Homothetic or The picture will be displayed to fit the size object without distortion HHU HATA The picture will be displayed to fit the size object in a mosaic mode 1 4 3 14 Horizontal Alignment Stretched This property only applies to an Image object and allows to define the horizontal position in the object
113. mM To contact your nearest Click amp DECIiDE partner click here Gy Cly C h amp LE C i L E Business Application Intelligence Training 2 of Group Footer AREA Sub total for the Area AREA fe See Foes Taven wenanicusne fs fine ctsiomere gS ry Co Sa Se a a FRG aaa ONT a a aE UP Sins GE ee En E Me iiiieeeed eeet Al 2 Sure i 9 Now add a Query Data object near the Label Distinct Customers in the Group Footer AREA Block To do so click on the abt Query Data icon in the Toolbox then define the target location of the query data object in the Group Footer AREA on the right of the Label previously added Apply a light background color and click the Center icon to get the result centered 2 amp Group Footer AREA Sub total forthe Area AREA gt ooo Sum T TAL o me ae a 5 fe ee aran 10 Open the property dialog box for this query data object and select as data source the new query demo_multicriteria_customer previously created and add a link between the AREA fields in the Child Data Link and Parent Data Link to be sure to run this query data only for the current AREA at the break level time Properties a x Query Data Query J General Format Data All gt Data Source demo_mutticriteria_ customer Child Data Link AREA Parent Data Link AREA Update Mode Optimized Assign to parameter 11 Save and run now the Report Training report selecting area and or period See the
114. me including Salesman name and suffix used at the run time Note The localhost has to be replaced with the IP Address or Server Name where Click amp DECIDE Web Server is installed RSS Feed Properties Title The SALNAME amount is 5TR Sum _Total_ Amount 6 2 Description This alert for the salesman SALNAME has been generated because the amount sold was lower than 100000 Link http 195 168 0 95 dvweb Menus Display aspx _ ma BAI Demonstration amp _mi 231 7 amp _rp FileName 10 Optional you can enter a Category for this RSS Feed record Example Information Warning Documentation Brochures etc acc C4 De nao Teed I roperties Title The SALNAME amount is STR _Sum_Total_Amount 6 2 Description This alert for the salesman SALNAME has been generated because the amount Link http 195 166 0 95 dvweb Menus Display aspx _ ma BAl Demonstration amp _mi 231 Category Warning 11 Optional specify the Users and or the User Groups authorized to consult the created RSS Feed Separate each item with a semicolon E eel eee eee Le ree ML dl OF tef TIEG Title The SALNAME amount is STR _Sum_Total_Amount 6 2 Description This alert for the salesman SALNAME has been generated because the amount Link http 7 195 168 0 95 dvweb Menus Display aspx _ma BAI Demonstration amp _mi 231 Category Warning User Group Users Doma
115. men and DECODE Sampei eh Potahi and Descide Web Demonstration ie Fath Hame of he projec file Cilsers FubloDooumensiCick and DEODE Sampesiied Portal This Gemottult Criteria E Faiey_G000 peat report hes been gerra using the report Demo FUME Hk and DECIDE Eampesvieb Portai Check the other PDF results and check if the Report Training exported for Q1 2015 contains among all salesmen only 9 salesmen having an amount lower than 300000 2 2 2 In the previous paragraph the Report Training generates the report demo_ multicriteria only when the Alert is true the Alert being the total amount for each Salesman lower than 300000 Alert sending an e Mail When the condition is true one or several PDF report files are created in the Shared Folder directory So any Web User connected to the Click amp DECIDE Web Portal can see any new report in this Shared Folder if authorized in their menus Sometimes you need to prefer to send the Alert Report to one or several users by e mail To do so we are going to modify the report demo_ multicriteria so that an e Mail will be sent when an Alert is true 1 Open the sub report demo_ multicriteria 2 Select the Report Footer block and open the Alert Tab if not already open Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here i f 62
116. mns The column could be a query column or a report dynamic field Use the icon to display this column list or the icon to select several query or report columns 1 4 3 18 First Records Property This property only applies to a Graph object You can add a Top value specific to the Graph if you wish to limit the data displayed by a Graph without limiting the report data It is useful for example for a Pie Chart because when you have more than 20 or 25 sectors the Pie Graph can be not very readable 1 4 3 19 Other Series Properties This property only applies to a Graph object This option allows you to specify a Legend Text to all other series that will be displayed as one additional series if the Top Value specified in the First Records Property is reached 1 4 3 20 Series in Rows This property only applies to a Graph object The default value for a new Graph is Series in Columns You can switch her for the option Series in rows if needed It is useful for example sometimes with a Pie Chart 1 4 3 21 Reverse Data Order This property only applies to a Graph object You can change the order of the displayed data Left Right or Top Bottom 1 4 3 22 Text Color Property This property allows to specify the text color for an item Label field or Data field The Text Color property uses as parameter a number corresponding to a specific color T Use that button to display the available colors ml Use that button to gene
117. mo _Multicriteria_for_Report SALNAME 2013 014 015 Ih Laas Berk L ATLANTIC Karen Walker 65660 349603 375 3761720375 CENTRAL James Smith 260713 5 45154065 012 67767 9 15 CENTRAL Wanda Sanders 557420 15 463290 5 501604 3 MORTH WE Joe Kramer 24p0565 037 302905 5 11457 45 1 NORTH WWE Sandra Davis 1582517 275 427544 bo 5 454050 4625 SOUTH Jim Baxter S179S7 075 317132 1 J36656 4 96 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn q CCl d e com To contact your nearest Click amp DECIDE partner click here A Click 6 Make the required adjustments if needed such as column width field formats etc In the following example the column width has been increase the fields moved to the right the numeric field are now in currency format and the TOTAL has been added in the Report Footer Qo Report Header Page Header lh Cross Table Demo Mutticriteria for Report AREA SALNAME 7013 7014 oO Details SRES SEaLNAMB TOTALI 2 Oo l Page Footer eS A eS A Printed on FormatDat TimeCdddd cd pt mimm yyy wie ap o F i Sopyright Click AOECIDE Rage amp Report Footer ora Tf oper o o 7 Final Result Cross Table Demo Multicriteria for_ Report sSsALHAMI 2013 2014 2015 ATLANTIC Karen Walker 65 56
118. mul Mone Format Currency In the same example place a new Data Formula field in the Details block then right click and select Date Format from the list of items displayed Define the attributes for this Date type field which should for example be aligned to the left specify the size font font colour and background as well as the Date format to use for example the format proposed by Windows or a customized format such as dddd dd mmmm yyyy Note that the field s internal name will be IFormat Date lt a Pae Heade 4 General Format Data All First Header Name IFormat_Diate Data Source Date Format poems AIJEE Mone First Column String Format Numeric Format Il ae Paget Cumul eee eee oo Format 3 1 1 9 Static Fields in the Details Block If a Text Label type item is added to the Details block at a later date it is also possible to predefine default attributes For example to do so place a Label type field in the Details block then right click and select Static Format from the list of items displayed Define the attributes for this Static field which should for example be aligned to the left specify the size font font color and background There is no format to define for Static fields Note that the field s internal name will be Format_ Static Properties Static Label Format_Static 1 d General Format Data All d Mame IFormat_Static Text Static Format Visib
119. n Price after discount in the Description box 1 4 3 30 Hyperlink Property This property allows to enter an URL or Hyperlink calling for example a Web site http www clickndecide com a Bookmark in the same PDF report HomePage or Username if Username is a dynamic query field used in the report a Bookmark in another PDF report using a formula Statistics_Monthly_ FormatDateTime yymm Day_Selected pdf Day_Selected being a parameter name an URL calling a PDF or HTML report including one or several parameters dvweb display aspx mnu_alias Demonstration amp __ mnu_itemid 2357 amp __ format HTML amp AREA_PARAM AREA amp __exec 1 1 4 3 1 Refresh Data This property only applies to a Cross table object and allows you to specify if the Cross table must be recalculated at the runtime report If not the data saved in the cross table data file vpd will be used 1 4 3 2 Apply defined levels This property only applies to a Cross table object and allows you to specify Yes the levels defined with condensed or detailed mode will be applied as they have been saved or No do not apply the defined levels and make them all detailed 1 4 3 3 Display Property This property only applies to a Sub Report object This function proposes by default to retrieve from a sub report only the Detail and Break Blocks But you can ask to retrieve All Blocks from a sub report if you also need to retrieve
120. nd the Second Break level Salesman Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 41 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp DE C i DE Business Application Intelligence Training HIRE B c po E Area LI Code Salesman Name Date Amount ATLANTIC 17 Sub otal for the salesman Diane Meyer 1 736 300 00 73 Sub total for the salesman Karen Walker 576 214 00 35 sub total for the salesman Tim Rosenberg 1 312 360_ 00 36 Sub total for the area ATLANTIC 3 624 900 00 37 CENTRAL 69 Sub total for the salesman James Smith 5 021 310 00 86 Sub total for the salesman John Brown 2 908 250 00 99 Sub total for the salesman Kathy Sanders 01 265 590 00 109 Sub total for the salesman Sanders Wanda 1 592 670 00 10 590 500 00 If you click on the fourth left level number 4 you see all detailed data corresponding to all detailed and break levels Code Salesman Name Date Amount 2 ATLANTIC 4 Diane Meyer 12 24 2015 197 882 00 4 ATLANTIC 4 Diane Meyer 12 24 2015 200 115 00 5 ATLANTIC 4 Diane Meyer 1 30 2015 158 318 00 6 ATLANTIC 4 Diane Meyer
121. ng to the following table 20 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here Gy Clickh amp DECGI DE Business Application Intelligence Training ee eee a P A Dic A Uae Macc S w Yes You Yon You You Bookmark Yes Yes Yes Yes Yes Yes Yes Yes omat EO Co CS aS S E e BD E i Yes Yes Yes Yes Yes Yes Yes Yes eon vs a an congo Yen a a A Yer cansrink Yon ee eso www we ForzonasNgnnent Yo Verinen O Background Sle ve ve ve ve ww woo BeckgoindCobr Ye Ye Ye Yes ves Ye ye Bordro Ye Ye Ye Yes You ves Yor You BorbrWoont ve ve ve Ye Ye Ys ws ve m e i A Yon Yon Yee S a C N N A a a C Yon Yee Yee S a Towaigment Yon Yea Yee a a S a a 27 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i i Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp LJ C i L E Business Application Intelligence Training Dasare O Yes Yes ves ves e Ea A a a a oll lll wena A Ss a peso eon TE Vee O Sees ss rers lt gt Sven J First Records Records a Series Records A a A Peresno es Poya o In the above Table some Properties are already
122. ntelligence Training 7 4 15 Display the Legend Box Click the command Format gt Legend gt Values to display the Legend box by default on the right of the Chart 1 Value 1 2 Value 2 3 Value 3 4 Value 4 5 Value 5 This command will change the right Properties pane in the Tools LegendBox level branch EH Tools DataEditor False DataEditorOby LegendBox True LegendBoxOby SerLegBox False SerLegBoxObj Click the LegendBoxObj branch to modify the Legend Box attributes position color alignment etc 7 4 16 Change the Chart View Layout Click the command View gt Layout gt Default or click the icon to display the Default layout R Graphl Click and DECIDE Chart Designer File View Type Format Axes Help DE MIDIOoc HM Meola s Ready 106 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp L C i L E Business Application Intelligence Training Click the command View gt Layout gt Homothetic or click the licon to display the Homothetic layout R Graphl Click and DECIDE Chart Designer File View Type Format Axes Help OR MI DOOS bao alee Ready Click the command View gt Layout gt Stretch Image or click the icon to display the Stretc
123. o keep only the Labels in the Page Header the Product the Sum QTY and Sum AmountTOTAL in the Detail Block Note Use the same left position and size for the Amount field as the one used in the main report for the Sum TOTAL field to get them vertically align Remove the Page Footer items and reduce its size to zero 5 Add now a main total for both Quantity and Amount in the Report Footer by copying the 2 numeric fields in the Report Footer Block and applying a SUM to both fields and adding a new calculated field with the formula Products sold by SALNAME to get the Salesman name for each sub total __Sum Sum_QTy Sum Sum_Amount Products sold by SALNAM In the Report Footer edit the properties of the Sum Sum_Amount field and change the internal name to _Sum_Amount_Total for example this field will be used later in the Alert Chapter 47 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp DE C i DE Business Application Intelligence Training Properties x Data or Formula Sum_Amount_Total 4 General Format Data All gt Mame Sum Arnournt_ Total Data Source Sum_ Amount E Aggregate Sumi 6 Save now the new report as for example demo multicriteria __ pr
124. o the Visible option set to No 1 4 1 6 Width Property This property allows to specify the horizontal size for a section block or an item field The unit is the one defined in the Windows Regional Settings Inches centimeters etc and two decimals are authorized after the decimal separator Note all the Blocks have always the same width in a report 11 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp LJ C i L E Business Application Intelligence Training 1 4 1 7 Can Grow and Can Shrink Properties These properties allow to specify if a section block or an item field can grow or can shrink if the content when editing or printing is bigger or smaller than the current size defined If that property is applied the block size or the field size will be adjusted vertically automatically when you preview or print the report Note 1 the Can Grow Can Shrink properties do not apply to the Page Header nor the Page Footer The result can be visible only when editing preview or printing the report Note 2 if the Can Grow Can Shrink properties are set to Yes for field items in a Block this Block must also be defined with the same option set to Yes The block size or field size is adjusted vertically depending on
125. o_ multicriteria query from the Click and DECIDE Web Demonstration wfv project file or create the same query Refer to the Click amp DECIDE Query User Guide pdf manual if needed 1 Open the query demo_multicriteria or make a copy it should look like 2 Click and Decide Web Demonstration wtv ae demo_mutlticriteria 2 al gr Hame Type Length Scale Dfa O Sales H H I no varchar 5 H H cust Smallin 2 oH H SAL Smallint 2 H ale DATE TimeStamp 8 3 o be TOTAL Float z O Salesman o Ho He SAL Smallint 2 h alH e SALNAME varchar 15 ar aloe AREA varchar 10 Area Code Salesman Name Date Amount m 1 ATLANTIC 4 Diane Meyer 3 15 2013 226 166 15 2 Create a Report using a Template 2 Report Header demo multicriteria Area Code Salesman Name Date Amount oo Details AREA 0 od SAL SALAME 0 DATE J fo 0 ITAL 2 oo Page Footer Pe ee A Ooo Printed on FormatDateTimer dddd o ot mmm ye af o dopyright Click amp DECIDE Report Footer 3 Save this report as Report Training for example 4 Now click on the command View gt Field group or on the icon to get the following dialog box Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 32 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Cl
126. oambi Reporting Services This alert can export the result to the Roambi Application running under a smartphone or tablet More information on demand for Roambi customers Not describe in this Manual 2 1 6 Generate a RSS Feed This alert can add a record in the RSS Feed table that can feed the public RSS Feed and be available for any user who has subscribed to the Click and DECIDE RSS Feed visible in the Feed Headlines gadget Refer for more information to the Click and DECIDE Web Portal User Guide pdf manual 2 1 7 Generate a Highlight This option will disappear in next ClickK amp DECIDE version 15 1 Only the alert creating an RSS Feed will be maintained 2 1 8 Generate Information This option will disappear in next Click amp DECIiDE version 15 1 Only the alert creating an RSS Feed will be maintained 2 2 Create an alert An alert is always created in a report block but the condition can apply to a report field in that block To create an alert follow the next steps The example describe in this manual will use the report Report Training created in the previous chapters from 1 8 to 1 12 We will generate an alert if the Sum TOTAL in the Group Footer SALNAME will be lower than 500 000 USD or Euros 2 2 1 Alert running a Click amp DECiDE item 1 Open the report Report Training that must generate the alert Select the Group Footer SALNAME where is the field named FGrp SALNAME_Sum_TOTAL Click the command View gt Alerts or
127. oduct 7 Test this report using only one salesman for year 2015 for example you should get something like PRODUCT Quantity Amount 2009 RED ZONE 51 78 633 50 BMX ADULT RACER 55 43 760 00 BMX URBAN LEAGUE 49 110 250 00 DELTA HORSE DUAL 5 5 525 00 MONGOOSE MOUNTAIN CRUISE 36 1 739 73 NINE ALLIANCE RACER 152 306 850 00 NIVRE SPECIAL EDITION 44 35 605 00 SHOREWOODS WOMENS 16 13 536 00 Products sold by John Brown 410 666 119 22 8 Now go back to the main report in which we want to add this report as a sub report pn 9 To do so enlarge vertically the Group Footer SALNAME Block and click on the a Sub report icon in the Toolbox then define the target location of the sub report in the Group Footer SALNAME 10 Open the property dialog box for this sub report object and select as data source the new sub report demo _ multicriteria __product previously created and add a link between the SALNAME fields in the Child Data Link and Parent Data Link to be sure to run this sub report only for the current Salesman at the break level time Properties Sub Report Report General Format Data All gt Data Source demo_rnulticriterna product Child Data Link SALNAKME Parent Data Link SALAAME 11 In the Format Tab change the default Display option Detail and Break to All Blocks Border Style Transparent Border Color BB Hoong Border Weight 1 pt Display All Blocks
128. ok Double click the Report Book to open it Select the report to be removed You can select several reports using Shift Click or Ctrl Click Click the Del key Close and save the Report Book e m M 4 2 2 Add a report in a Report Book Double click the Report Book to open it Select the report in front of which you need to insert another report Right click and select Insert a ee I a Select the report s you need to include here in this Report Book using Shift Click or Ctrl Click and click OK to validate 5 Close and save the Report Book 4 2 3 Edit a Report from a Report Book Double click the Report Book to open it Select the report you want to Edit Right click and select Edit wW N Modify the opened Report then save it and close it Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 92 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp LE C i L E Business Application Intelligence Training 5 Close and save the Report Book 4 2 4 Missing reports in a Report Book Sometimes you could get an error when opening a Report Book if one or several reports are not found because they have been deleted or renamed Example if we rename the report Product by category as Product by categories we will get this error when opening the My Report Book
129. on The column width in the query s data grid will also be used in the report e lf the query columns or certain columns have not been assigned with a specific format number date datetime etc then the format of the report s columns will be either the one defined by Windows by default number date etc or the format defined in the model according to the table included above that is all the fields with the internal names Format_ Data Format_Num IFormat Date etc If all the data fields do not fit on a single row then there are three solutions e The Block Width can Grow option is activated the report width will be increased to ensure that all the columns which follow will be positioned on the same row e The Block Width can Grow option is deactivated but the Block Height can Grow option is activated the report height will be increased to ensure that all the columns which follow can be positioned on a new row e None of the above options is activated the columns which follow will not be inserted in the report and will therefore be missed out 1 Add now a data or formula field in the Details block and right click this field 80 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here Cl J C h amp L C i DE Business Ap
130. ord First_Header Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 88 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl ickn q CC l q e a CO m To contact your nearest Click amp DECIiDE partner click here A Click DECIDE Business Application Intelligence Training Bike Cin CE roperties x 43471 Static Label First_ Head 4 O72 atic Label rS Meader J General Format Data All gt iFirstHeader Name IFirst_ Header n E titeddater sei Text First Header p Visible Yeg DOAMNOCC ririri eT 10 Define the first data column position in the Details block right click the first field and select Template Items gt First Column IT PRODREF PRODUCT _ ort D om empate nems z imi ab Cut Maj Suppr 4 Ea Copy Ctrl C Align F 11 Remove unnecessary fields in the Details Block and optional define if needed a numeric format for a numeric field if no format is defined the query column format will be used rrr p Se ee x Cut Maj Suppr E3 Copy Ctrl C First Column Align r String Format Center Numeric Format 12 Save and close the new template 13 Create a report from a query using this new customized template to test it 3 2 Saving Templates Save the modifications made and close the Template Editor The Template s design is now
131. oug Castro_0000 pdf o DernoMultiCriteria_Jarmes Srith_0000 pdf o DermohdultiCriteria_tirmn Baxter_0000 pdf o DermohdultiCriteria_Joe Kramer_0000 pdf o DermohdultiCriteria_Karen Walker_0000 pdf o DemoMlulticriteria_Kim Johnson_0000 pdf o DermohdultiCriteria_ Robert Salta _0000 pdf As we can see in the above example 9 reports have been generated for salesmen having an amount lower than 300000 Open each PDF to check the result Arrange by Folder Date modified Type Size af1Uf2015 12 23 PM File folder Lf f2015 9s AM File folder 3 9 2015 4 06 Ph File folder Lf f2015 SaF AM File folder 3 12 2015 9 25 AM Adobe Acrobat D 57 KB 3122015 928 AM Adobe Acrobat D 56 KB af12 2015 928 AM Adobe Acrobat D 56 KB 3 12 2015 9 26 AMO Adobe Acrobat D 56 KE af12 2015 9 25 AM Adobe Acrobat D 56 KB af12 2015 9 25 AM Adobe Acrobat D of KB af12 2015 928 AM Adobe Acrobat D 56 KB af12 2015 9 25 AM Adobe Acrobat D 56 KE af12 2015 9 25 AM Adobe Acrobat D 56 KB The first one gives the result for Bill Raley and the amount is lower that 300000 hy Area il Code Salesman name sil NORTH WEST NORTH WEST 1 Bill Raley Bill Raley NORTH WEST General total Report Demo Multi Criteria with 3 Break Levels ly 14s 44 029 60 2015 94 029 60 94 079 60 94 029 60 94 029 60 Generied Repot Fie Dermot Crea All Raley 0000 par Repot Name wed Dsro _Matiokeia Full Path Hame smd Project Hame mat CUbarmiFuhc Dau
132. ow again ask for no detail hiding the Details Block and get a condensed result for the 2 break levels thus defined and the main total 39 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl ickn q CC q e i CO Mm To contact your nearest Click amp DECIiDE partner click here ly Cl J C h amp L E C i L E Business Application Intelligence Training multicriteria Area Code Salesman Name Date Amount apie men n for the Area LS Sub tot al f for the Salesman Tim Rosenberg 70 063 Sub total for the Area ATLANTIC 1 321 263 31 salesmen for the Area CENTRAL Sub total for the Salesman James Smith Sa y E akha O eai Sub total for the Salesman Jo oh n Brow Su h ti nt al f fo he Ad esM A fan id a sangers Sub total for the Area CE ARRE 1 450 037 95 You can add other breaks levels using the same way as describe in this chapter 1 8 4 Sending a report with break to Excel When sending a report to Excel Click amp DECIDE Builder only sends the Details and Break blocks fields The other report blocks such as Report Header Page Header Page Footer and Report Footer are ignored In order to define a column header inside the target Excel Sheet Click amp DECIDE Builder uses the Description box content from each Details Block field If the Description is empty then the program uses the internal obje
133. perties then click here to select the required field In the previous example we will add Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou a second break level on the SALESMAN name 34980 St G ly du Fesc France i f 37 www clickndecide com To contact your nearest Click amp DECIDE partner click here Gy Cl J C h amp DE C i VE Business Application Intelligence Training lal SALMAME E Group Properties Field Group SALNAME Group Header No Group Footer Yes Sort Order Ascending Group On Value Keep Together with First Detail In the above Break level 2 for the salesman name the Group Header is not required but the Group Footer is required to display the sum of the TOTAL field when the break will occur for each salesman The option Keep Together is set to With first detail so a page break will be done only if no detail can be inserted before the page bottom You can now modify the report to give another color to the Group Footer SALNAME and modify the SALNAME field with a formula such as Sub total for the salesman tSALNAME The Report should appear like the next picture Report Header Page Header demo multicriteria Area Code Salesman Hame Date Amount O Group Header AREA Salesmen fof the Area AREA 2 p peaa a a a a Pe gt o l Details AREA 2 amp Group Footer SALMAME Sub to
134. plication Intelligence Training MyTemplate Tme1 o a eee a Cut Maj Suppr Repo Ba Copy Ctrl C acai Align See String Format Center p Numeric Format Horizontal Spacing Date Format Vertical Spacing Time Format Timestamp Format Properties 2 Select First Column in the right list Automatically the internal name not modifiable will be IFirst_Column and the default visible data source name modifiable will be First Column Properties Data or Formula First_Colurmn General Format Data All gt Name IFirst_Column Data Source First Column a Aggregate None 3 1 1 6 Column Format Field As mentioned in the previous paragraph First Column Field the format of fields inserted in a report follows the priority of each corresponding column of the query However if no specific format has been defined in the query then the user can define default values to use when creating a report via a Template The user can add fields whose position is not important but whose format will be taken into account if it is not defined in the query These additional fields are optional These fields will remain invisible in the reports created using a Template and they are only used to indicate formats and other attributes to use color font character size etc when creating a report but also when adding additional columns to a report at a later date It may be necessary to add a static field la
135. rate a customised color A Use that button on the Report Format Toolbar to apply directly a color to the label or data field text 1 4 3 23 Font Property This property allows to specify the font for an item Label field or Data field The Font property uses as parameter a font name chosen in the list proposed by your Window configuration rl Use that button to display the available font parameters on your machine the dialog box provided allows you to select a font a style bold italic etc a size a color a special effect such as underlined etc 1 4 3 24 Bold Property This property allows to apply a bold effect to a item content Label field Data field or Query Data field 1 4 3 25 Italic Property This property allows to apply a Italic effect to a item content Label field Data field or Query Data field 1 4 3 26 Underline Property This property allows to apply an Underline effect to a item content Label field Data field or Query Data field 1 4 3 27 Strikeout Property This property allows to apply an Strikeout effect to a item content Label field Data field or Query Data field 1 4 3 28 Text Alignment Property Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 26 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cly C h amp L C i L E Business Application
136. red presentation Staggered False one row is used for all X values ATLANTIC CENTRAL NORTH WEST SOUTH WEST ATLANTIC NORTH WEST WEST 7 4 18 6 Axis Title Select the Title branch level to define the Axe Title color font position etc E Title Alignment Center BackColor _ 0 255 255 255 DrawingArea True Flags Font Arial 10 Gap 0 LineGap 2 TextColor E o 0 254 7 4 18 7 Display or Hide an Axe Select the Visible branch level for the concerned Axe and chose among True or False Visible True z 7 4 19 Add a Chart Title 1 Select the Titles level in the Elements branch of the right Properties pane 110 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn q CCl q e com To contact your nearest Click amp DECIDE partner click here C l J C h amp L C i VE Business Application Intelligence Training O Elements ConditionalAttributes Collection UserLegend Tre ConstantLines Collection Panes Collection Drawing Area True Flags DrawingArea Font Anal 12 Gap 0 Line Alignment Far Linefaap 2 Text TextColor MB 128 0 128 3 Click Close 4 Check the result My Title GB Series 3 E Series 2 WB Series 1 7 4 20 Changing the Axe Style In the Appearance branch in the right Properties pane select the AxesStyle level and choose among Non
137. rmula will generate a bookmark such as Sales Dashboard_2015 03 if we are a day of March 2015 Warning if you enter a formula manually without using the Formula Editor you must enter manually the equal sign at the first position 1 4 1 16 Highlight Property A highlight is an attribute modification that can be done automatically according to a predefined condition For a Report Block a highlight can affect only 3 attributes Visible Yes No and Background Style and Color Highlight Conditions OA KA Ej xe db FE AREA WEST Attributes Visible Yes Background Style Opaque Background Color SHOOOOCOODE zs For a Report Dynamic Field a highlight can affect much more attributes such as 14 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp LE C i L E Business Application Intelligence Training 9 Highlight Conditions SINK OF ew xe Fa A TOTAL lt 100 Attributes Visible Mot defined Fort Mot defined Font Size Not defined Bold Yes Italic Mot defined Underline Mot defined Strikeout Mot defined Background Style Opaque Background Color amp HOOCOFF FFE Text Color amp HOOOOOOF F Format Mot defined Hyperlink Mot defined Preview 173 456 79
138. rt Foote i Send by e Mail f Main Total lower than 1000 Sum_Total_Amount lt 100000 Type e mail Description Send by e Mail if Main Total lower than 100000 6 Define the e mail properties the From and To e mail addresses From clickndecide clickndecide com To didier clickndecide com pierre clickndecide com 7 Enter the Subject that can be a formula if you click the browse button Example enter a formula such as Alert the products sold by the salesman SALNAME_ are lower than 100000 Euros B From soctete clickndecide com To didier clickndecide com pierre clickndecide com Subject Alert the products sold by the salesman SALNAME are lower than 100000 Euros 8 Enter a Text message that could be a formula if you click the browse button Example enter a formula such as Please find attached a Report PDF file for the Salesman SALNAME_ whose total amount is AsString Floor _Sum_Amount_Total Euros From soctete clickndecide com To didier clickndecide com pierre clickndecide com Subject Alert the products sold by the salesman SALNAME are lower than 100000 Euros Text Please find attached a Report PDF file for the Salesman SALNAME whose total amount is AsString Floor Sum_Amount_Total Euros 9 Keep the option Attachment Yes to get the generated report sent with the e mail El Send by e Mail f Main Total lower than 100000 _Sum_Total_Amount lt 100000
139. s enter 10 in the TopGap box 7 4 23 3 Right Gap Use the RightGap to define the right margin between the chart and the bounding rectangle The Type is Integer The specified value sets the distance in pixels between the right border of the bounding rectangle and the chart Example To set a right margin of 40 pixels enter 40 in the RightGap box 7 4 23 4 Bottom Gap Use the BottomGap to define the bottom margin between the chart and the bounding rectangle The Type is Integer 113 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here Cl J C h amp L C i L E Business Application Intelligence Training The specified value sets the distance in pixels between the bottom border of the bounding rectangle and the chart Example To set a bottom margin of 50 pixels enter 50 in the BottomGap box 2010 Click amp DECIDE SAS All rights reserved Click amp DECiIDE Net Report DataSet Report DataSet Vision and other DataSet products and services as well as their respective logos are trademarks or registered trademarks of ClickK amp DECiIDE SAS All other company names products and services used herein are trademarks or registered trademarks of their respective owners The information published herein is subject to change without notic
140. s action will modify the PointLabels option in the right Properties pane for the Appearance Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France Cl Appearence AxesStyle BackColor BackObyect BorderObject Font Gallery GalleryOb Gaps Grid InsideColor Palette PointLabelAlign PointLabelAngle PointLabels FlatFrame _ 227 227 227 Gradient Default Border Arial8 Bar Gallery Object Bar 0 0 0 0 None _ 192 220 192 Default Windows Center Bottom 0 Series To contact your nearest Click amp DECIDE partner click here Collection 101 www clickndecide com A C l J C h amp LJ lt i L E Business Application Intelligence Training 7 4 8 Modifying the Point Label Color Once the Point Labels have been added click the True Collection PointLabels Series button in the Series Collection box Then select the Point Label Color in the following Series Collection Editor z DAMA ECA i he Members Property MarkerShape MarkerSize MarkerStep Pattem Picture Point Labels Scheme Separate Slice SmoothHags Stacked Volume YAwis Remove 7 4 9 Modifying the Palette Color If you wish to select another palette color click the Palette Default Windows PointLabelAlign Ee E PointLabelAngle Nature sky PointLabels Default Earth Tones
141. seenbent 68 2 2 5 Alert sending FESUIT to a Google DOC sorincreiieeiii ineen E E 69 PD OAV Cheat line a RSSFeed reCOrOusssoncrihbaniin oia a a a A 71 2 2 6 1 Checking if records have been added in the RSS Feed table ccceecccccsssecccesseceeeeseceeeeeceeeeeeeeees 74 220 ROE ssid Fe d possible 66 0 i sepsisi aE EAE re ee eee ee 75 LERENO AAE Cocntecaaiasunyvoneoteseotauuiesoreondeushouinetievectectuivunidiedamiesghosiebsiedevintacbeniieteusshachohtobendevacuestolcunaeardenines 75 22S COP OF Cut AIG Paste AlE ee E 75 IREPO T E a A E S 76 To contact your nearest Click amp DECIDE partner click here E f 4 www clickndecide com ly Cly C h amp LE C i L E Business Application Intelligence Training FEAE TEN AN E E E E 76 3 1 1 Creating a template from an empty report e sssssssessssersssrerssrressrreressrerssreresereresreresererssrereserersseereserereseeree 76 FLR CUNT CCl BLOCKS ee E A axes aeaceatoaes 76 ee WP Je FI a9 Fe cp E ee ee eee SA E ee eee ere 78 Mee aae e E E E Obs pauses coun boy E E A E AEA E E 78 PLLA R Hedder FE een E E EEE 79 Se Ae FIPS C UEFE e A EE E ES 80 SAO COMMMM Format Feld eere E EEA 81 SLE AGOKON FE O FO ea E E E E 82 3 1 1 8 Dynamic Fields in the Details BIOCK ssossssesssnsssrensssreresreresrreresrrressreresrrressreresereessrereserersseereserersseeree 82 3 1 1 9 Static Fields in the Details BlOCK ccccccccssssssseececcceseeeesseeccccesseaeeseeeecceessauaeseeeceeeesse
142. sold by the salesman Karen Walker are lower than 100000 Euros i societe oclickndecide com Alert the products sold by the salesman Bill Raley are lower than 100000 Euros i societe oclickndecide com Alert the products sold by the salesman Diane Meyer are lower than 100000 Euros Each mail gives detail about the Amount for each salesman being lower than 100000 euros W047 248K a From societem clickndecide com Sent jeu To didier clickndecide cam Co SUE ject Alert the products sald by the salesman Kim Johnson are lower than 100000 Euros Please find attached a Report PDF file forthe Salesman Kim Johnson whose total amount is 42375 Euros 13 Open any PDF file to see detailed information Report Demo Multi Criteria with 3 Break Levels AD Area l Code Salesman name il Date ul Amount SOUTH SOUTH 16 Kim Johnson 200x2015 42 375 00 2015 42 375 00 Kim Johnson 42 375 00 SOUTH 42 375 00 General total 42 375 00 Generated Report File DemabultiCriieria_Kim Johnson_0000 p4f Report Mame used Demo _Multenteria Full Path Name and Project Name used C Program Files x26 Gick and DECIDEVBANDemoWebiClick and Decide Web Demonstration wiv Project Name used Click and Decide Web Demonstration wiy Path Name of the aapi CAProgram Files x86 Click and DECGDEBANDemoWeb This DemoMulCntena_Kim Johnson_OO00_paF report has been generated using the report Demo_
143. ssage There is no way to restore a report that you have deleted except if you made previously a backup of your project file recommended 1 4 Reports Blocks A new report is made of the following blocks or sections by default Report Header printed one time at the beginning of the report Page Header printed each time at the top of each page Details printed on any page containing the detailed records Page Footer printed each time at the bottom of each page Report Footer printed one time at the end of the report That section is empty by default and you have to enlarge the size block if required Other special sections can be created when using the Break levels functions See later the Creating break levels This is the limit width of the page modifiable in the Page Setup ENE Methyl i FILI ic T apia KN l pg cr raa A E EN SO T Amount DATE TOTAL jpe Elarge the Report Footer height if you need to use it By default the Report Header is empty but you can enlarge this block to add a main title and logo for example By default the Page Header contains the Column Header of your query and the Title is the query name By default the Details contains the column fields of your query By default the Page Footer contains the field s saves in the Report Template such as printed date and time Copyright and Page numbers By default the Report Footer is not visible but you can enlarge this block to add some summary f
144. t Records j Other Records Seres Seres N TOWS No Revere Data Order No S With the AREA field as Series and the FGrp_AREA Sum_TOTAL field as Data this field being the um TOTAL in the Area Break Level 2 Run the report and the last block should be as this example Main total 411 545 154 70 4200000 S200000 2600000 1S00000 ATLANTIC NORTH WEST CENTRAL 1 10 Adding a Sub Report Using our report example Report Training with break levels on Area and Salesman Name we will add a Sub report on the Group Footer Block for each Salesman in order to display information about the products sold We ne sold fo 1 2 5 ales Name Type NO CUST Smallln SAL DATE Time t TOTAL Float m Contact us E ma 46 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com arest Click amp DECIDE partner click here To contact your ne ed first to create a new query using the same parameters but retrieving information about the products r the salesmen then create a report that will be used as a sub report Make a copy of the demo multicriteria query under a new name demo_multicriteria_product Open this new query select the Table Tab and add the 2 tables Sales_Details and Product as follow Sales Details Name Typi NO Van Name PRODREF Vari PRODREF PRODUCT Varchar
145. t the required ActiveX in the proposed list Define the target location in the required block by drawing a frame with the dimension you need Release the mouse In the Properties Data Tab the OLE Class and Class boxes are automatically fed Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 31 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp DE C i DE Business Application Intelligence Training 5 Only specify the query field in the Data Source box Note that the General Tab is depending on the ActiveX object and contains many parameters reserved to advanced users 1 8 Creating Break Levels Click amp DECIDE Builder allows to create several break levels in a Report Each break level will allow to display a Group Header Block before the Detail Block and a Group Footer Block after the Detail Block Each of these groups can display Static or Dynamic Title and also calculated fields to display totals averages minimum maximum etc Data can be sorted inside the report through each break level To explain the Break Structure the best is to create a report as an exercise and to build step by step several break levels To do so we are going to make an example starting with a query joining the tables SALES and SALESMAN from the Secured SQL Server Database You can use the dem
146. tal for ji Salesman h oe ee eee ee oe Sum OTAL amp Group Footer AREA Sub total for the Area AREA 2 Pe J SUM OTAL o oo Page Footer oo eee eee f Printed on FormatDateTimecdddd d ot mmm yy te ap 6 LT i Sttopyright amp Click amp DECIDE QS Report Footer Main Total Sum TOTAL If you run that report the beginning will be the same as before with the title for the Break level 1 for each area in green in our example then the detailed list of the sales for the first salesman Then after the first salesman and before the next salesman in the same area the report will produce a break level 2 for the total of the current salesman in yellow in our example If more salesmen exist for the same area we get the detailed list for the next salesman and then the report will display another break level 2 for the total of the next salesman in yellow in our example and will display after that a break level 1 to give the sum of total for the area in green in our example because the next record will concern another area Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 38 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here ly Cl J C h amp L C i L E Business Application Intelligence Training demo_multicriteria Area Code Salesman
147. te aseveteg an nesaaent E eaecereacantioneei coveoeasaneeedaesiate 110 ABG PIS WGI ice ceteteecres A E E E E 110 7 4 18 7 DEV Or RE el A Eee A E 110 TNs Ada ETG e E E E verececencecuses seed gend sedtneeemeeenccnest 110 7 4 20 Changing the Axe Style eee ee eee ee 111 7 4 21 Changing the Background ssssssssessensssrerssrresssreresrrrsssreressrrrssreresereessreesrrressreessetressrereseeeessreesseeeee 112 A422 MAWES TNS Chari Borde crses cca cententtaconesetarniasats E a E A EE 112 TAa Chaneine ihe Gap 22 0 coc ene eee ES 113 7 4 23 1 EEEE o PE pets sacs EE ESEE EE NEA E E EE E EEE A TAE ENE 113 7 4 23 2 TOD GID en A E grosses coun aye eepsaceeycasanee yan sacoeaneaiene 113 7 4 23 3 FUNC et E R 113 7 4 23 4 BOONE I caged ssinsetetin cay E E E E S 113 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here E f 6 www clickndecide com Gy Cl J C h amp LE C i L E Business Application Intelligence Training 1 Using Reports Note you are supposed to read the manual about Using Queries and the manual about Using Cubes before to read this one 1 1 Creating a new report from a Query You can create a report directly from the current open query by clicking the command Query gt Create report or the icon a or you can create a report from the Click amp DECIDE Proj
148. terminated and can be used when creating new reports Note that the customized templates are saved in the D7MODELS D7 file located is in the C ProgramData Click and DECiDE BAI Templates directory It is recommended to perform a backup from time to time and in particular before installing an update or a new version of Click amp DECIDE Builder even if this file is never overwritten Note also that the standard Templates installed by Click amp DECIDE are in the file DD MODELSSTD D7 located is inthe C ProgramData Click and DECiDE BAI Templates directory This file can be overwritten when installing a new Click amp DECIDE version Standard templates are not modifiable 89 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here A C l J C h amp L C i L E Business Application Intelligence Training 4 Report Book When creating a new report Click amp DECiDE Builder allows you to create a Report Book A Report Book is a collection of several reports you want to be printed together Note a Report Book can then be printed to printer exported to HTML or PDF locally or to Click amp DECiDE Web Server A Report Book cannot be exported to another Click amp DECiDE Builder output format 4 1 Create a Report Book To create a new report book follow t
149. that the condition is always True 58 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl q e com To contact your nearest Click amp DECIDE partner click here GN Clickhk amp D EL DE Business Application Intelligence Training T Quick Expression Fields Fields Description Amount a Expression Flrp_SALNAME Sum TOTAL lt 300000 Ta OW 8 Enter a Description about the Alert Type and Condition The Title of the Alert is now the description you entered Group Footer SALNAME O Run the Report Demo_multicriteria FGorpSALNAME Sum_TOTAL lt 300000 Type Run Click and Decide Item Description Run the Report Demo_multicriteria Feed now the Run Click and DECIDE Item Properties to specify which report have to be run in which project file etc 9 Click the browse button to search and select the required project file Click and DECIDE Web Demonstration wfv E Run Click and Decide Item Properties Project Name C Users Public Documents Click and DECIDE Samples Web Portal Click and Decide Web Demonstration wfv 10 Specify the Item Type you want to run among Query Report or Cross table Project Name C Users Public Documents Click and DECIDE Samples ltem Type Report ltem Mame Quen Report Cross table Output Format Destination File 11 Search an
150. the query named demo_multicriteria_salesman_sum This query run separately will give for example this result 44 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl ickn q CCl q e com To contact your nearest Click amp DECIDE partner click here Cl J C h amp LJ C i L E Business Application Intelligence Training Salesman Hame Sum_TOTAL ATLANTIC Diane Meyer S6B456 47 ATLANTIC karen Walker afb yeo4 ATLANTIC Tim Rosenberg fobs 00 CENTRAL James Smith of bd 15 CENTRAL John Erowr r r54 50 CENTRAL Wanda S anders FO BO 30 NORTH WEST Bill Raley 56901 80 NORTH WEST Joe Kramer 1145743 10 NORTH WEST Robert Salta 330074 50 NORTH WEST Sandra Davis 454850 26 SOUTH Jean Martin 22 1698 60 SOUTH Jim Baxter 36686 40 SOUTH kim Johnson 132729 50 WEST Doug Castro 205 604 94 WEST Georges Dunel 1058407 55 WEST Ric Smith 2670371 44 So in the above Graph Properties it is necessary to add a condition between the Child Data Link and the Parent Data Link specifying which columns have to be used as additional criteria In our example the additional criteria will be the AREA field Properties Graph Graph General Format Data All Data Source demo_multicntena salesman sum Seres SALNAME Data Sum TOTAL Series IM rows MHo Reverse Data Order No Child Data Link AREA Parent Data Link
151. the Details block then right click and select String Format from the list of items displayed Define the attributes for this alohanumeric field which does not have a specific format except that it is aligned to the left and define the size font font color and background you wish Note the field s internal name will be IFormat Data Name Format Data Data Source String Format Aggregate None Assign to parameter Cumul None Format In the same example place a new Data Formula field in the Details block then right click and select Number Format from the list of items displayed 82 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 i i Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here ly Click amp DECIDE Business Application Intelligence Training Define the attributes for this number field which should be aligned to the right specify the size font font color and background as well as the number format to use for example the format proposed by Windows or a customized format such as Note that the field s internal name will be Format_Num Properties x Data or Formula Format_Murm 4 General Format Data All gt a Name IFormat Nuri a FEES EPESEESEE SE SEPP EEE EES Data Source E E Paranal E Aggregate Hone Assign to parameter oe Report Foo Cu
152. the above color RGB 0 128 128 103 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW Cl Ickn d EC d e a CO mM To contact your nearest Click amp DECIDE partner click here ly Click amp DELI VE Business Application Intelligence Training 7 4 11 Change the number of Series or Values If you wish to change the number of Series or the number of Values click the corresponding boxes in the Data level in the right Properties pane and change the number s El Data NWValues 7 4 12 Change the color for each Series Go back to the Series Collection Editor to change the color for each series PointLabels True Series Collection Click the icon Here you can change the color for the Serie 1 but also the cylinder size the Gallery style Bar Line etc the Legend etc AltemateColor Border BorderColor Color CylSides Gallery Intemal Border Legend etc AtemateColor Ti 153 77 ae Border True BorderColor E 168 168 168 Color 102 204 102 s CylSides 20 Gallery Bar Intemal Border True Legend Repeat the same steps for the Serie s 104 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CC q e CO mM To contact yo
153. the content to be printed or edited preview Default value The block size or field size will not change when printing or editing Some data can be hidden if the size defined is too small 1 4 1 8 Background Style Property This property allows to specify if a section block or an item field must be transparent or opaque Note if transparent mode is selected you cannot apply a Background color As soon as you specify a background color the Background Style is set to Opaque Tanoe Default value The background is transparent and the color is the one of p the block or the item the most on the background Opaque The block or field color will be the one defined with the property j Background color 1 4 1 9 Background Color Property This property allows to specify the background color for a section block or an item field Note when you specify a color for a block or an item the Background Style is automatically set to Opaque instead of Transparent The Background Color property uses as parameter a number corresponding to a specific color T Use that button to display the available colors lazi Use that button to generate a customised color set Use that button on the Report Format Toolbar to apply directly a color to the block or field background 1 4 1 10 Background Color 2 Property This property allows to specify a second background color for the Details block only that will give an alternate color to the rows
154. this result in the Report Key Features he best reporting tool The best query tool a Built in powerfull chart editor a Built in multidimensional analytic tool Use Multiple heterogen data source in your report Automation enable 1 4 3 7 Format property This property allows to specify the format to be used to display the data field content when editing or printing the report Note Click amp DECIDE Builder proposes automatically several Windows default standard formats depending on the field type text numeric date time or timestamp and your Regional Settings You can modify them T Use that button to display the available formats depending on the field type Example for numeric value without thousand separator and semicolon as decimal separator Example for numeric value with a dot as thousand separator and 0 00 i semicolon as decimal separator HHHH E Currency with the English pound without decimals Example for numeric value with a dot as thousand separator a semicolon 0 00 0 00 lt Null gt as decimal separator a minus sign for negative values and a Null information for null content Example for numeric value with a space as thousand separator a 0 00 0 00 lt Null gt semicolon as decimal separator a for Euro money a minus sign for negative values and a Null information for null content 0 Example for numeric value with a percentage presentation without
155. ttributes Visible Not defined Background Stele Not defined Background Color Not defined Image woot dvvebV4op Themes Click and DECIDE mages ok gif Image Type Lirik Draw Mode Hormothetic Horizontal Alignment Center Vertical Alignment Too Preview Conditions a oN x Ff ne db Fa TOTAL lt 100000 TOTAL 100000 and TOTAL lt 200000 TOTAL gt 200000 and TOTAL lt 300000 TOTAL gt 300000 Attributes Visible Mot defined Background Style Not defined Background Color Not defined Image Odyvweb app ThemessClick and DECIDE magesinfos gif Image Type Link Draw Mode Homothetic Horizontal Alignment Center Vertical Slignment Top Preview i The benefit of this method is to be able to display several different pictures using only one picture object Test the result for year 2010 for example and see both effects one on the color result in the Amount column other one on the picture on the right of the result in the details block Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 19 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp LJ C i L E Business Application Intelligence Training demo_multicriteria Area Code alesman name Date Amount Salesman for the Area ATLANTIC
156. two juxtaposed fields to give a shadow effect to the title lf the Title1 or Title2 fields do not exist then no automatic title will be inserted in the report when it is created This field will be assigned the report title by default the report name 1 On the Report Header or Page Header blocks the following item list is displayed items that are already used or not applicable to the block will appear dimmed Add a static label field in the Report Header block and right click this field 78 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here A Cl J C h amp L C i L E Business Application Intelligence Training emplate Se aT MyT Title 1 Maj 5uppr ctrlec First Header Align Ti Static Format Size eee Center Horizontal Spacing Vertical Spacing Eb Properties 2 Select Title1 on the right list Automatically the internal name not modifiable will be Title1 and the default visible Title modifiable will be Title1 Properties x Static Label Titlel 4 General Format Data All gt Mame Tithe Text Title 1 E 3 If necessary repeat the procedure with a second label field in order to define a Title2 field which will have the same title but which will be juxtaposed to give a shado
157. uipne sasha ciate cyte sateae E 26 1 4 3 24 EO Oo atarsiay eticg E E E A E A E 26 1 4 3 25 SN PTO T Y e E A edie seutene 26 1 4 3 26 Vnderine Properly serceru a E wes 26 1 4 3 27 SIKE OU PTOP ee E eo eee 26 1 4 3 28 Text Alignment PrOPerty sscscsccsssecsonssscuenssucsecussscucusescneusssessousssencussscneossuessousssencusscneousrense 26 1 4 3 29 Description Property beta cece kein cothetamraatatinesnscamiesanipecontietumeneiatecnnnierammaiecestoetsweselatruegesumensenbots 27 1 4 3 30 PETINE P ODE Y ee E A 27 TAS LRO Ee SI il e E E E E E E E O A E N O need 27 1 4 3 2 Apply defined levelS sunesunsnnesunuesuererurerenunrerureresserersreressererureressererureressererureresrereruneresrererureresrererunee 27 TAS DEP POPE y A 27 TASA Ute MeO a A E 27 LRPO Fl ORC NS aa E A 28 16 Report Toolbars and LOOK sienai r E E E E 28 CO LVW RIET ee E E E E E E E sesuenmntheueis 28 BLAN O r E E E R EE E AE 28 1 6 3 View gt Header and Footer BIOCKS cssssccccccccseessseeecccccssaeessseeccceesseeusseeeseceesseuusseeececesssauasseseseeeeseagaees 28 LOA VEW TOODA anina covsasuasa cose E E E EA 29 LOTET AN eein E E E E E T E E E E were cages A E E mane 29 EAZ TOIORA E E E E tieerater ene eeervacnts 29 BoA cI ONE Da n E EAEE ES 29 dee Ue fed al gated ae Resize Bal esn a a 29 TO ODA CIINE a varanncoines eeteuean som ecionn T seen eae ornate 29 17 Repor ODIECLS and Fielde serais EE 29 TATAU FEN UTN TO T E AA 29 1 7 2 Add a new report
158. ule for the Salesman Name column Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 40 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW z cl ickn q eC l d e CO mM To contact your nearest Click amp DECIiDE partner click here A Cl J C h amp LJ C i L E Business Application Intelligence Training SSE J 4 General Format Data All a Mame SALNAME Hyper Ir Bookmark Highlight Give the Salesman Name description to all fields that need to be on the same Excel sheet column And then the same rule for the Total and Sum Total fields that will receive the same Description for example the word Amount Export this report to Excel or Excel 2007 in Sheet1 and cell A1 for example and open the Excel result file If you click on the first left level number 1 you only see condensed data corresponding to the Main Total level 30 322 700 00 Note the Column Headers in Excel corresponding to the Description defined in the Click amp DECiDE Report If you click on the second left level number 2 you only see condensed data corresponding to the Main Total and the First Break level Area Amount 3 624 900 00 10 590 800 00 5 119 970 00 7 305 670 00 3 680 890 00 30 322 200 00 If you click on the third left level number 3 you only see condensed data corresponding to the Main Total the First Break level Area level a
159. um Format_Date Format_Time Format_ DateTime and Format_ Static 3 1 1 11 Static Format in Header Blocks If the user adds a Text Label type item in a Header block at a later date it is also possible to predefine its attributes by default however if the First Header field exists its attributes will be used by default For example to do so place a Label type field in the Header block right click and select Static Format from the list of items proposed Define the attributes of this static field which the user could for example align to the left select the size font font color and background There is no need to define a format for a Static field Note that this field s internal name will be Format_Static or will begin with the text Format_Static if the same kind of field already exists in the Details block 3 1 2 Creating a template from an existing template You also can create a new template starting with an existing template and then modify some attributes such as the font color logo etc 1 Do not open any report and use the command Tools gt Report Template The Report Template dialog box is opened with the Standard Tab selected by default Report Templates Preview Double click to enlarge ee mx ts Portrait 44 Blue Glass Header Extended Arial A Portrait 44 Green Glass Header Extended Arial 2 Select in the list the existing template you wish to use for example the Portrait A4 Orange Glass
160. upport clickndecide com Tel 33 0 4 67 84 48 00 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France To contact your nearest Click amp DECIDE partner click here 108 www clickndecide com Gy Clickh amp DECGi DE Business Application Intelligence Training 7 4 18 1 Autoscale Select True for the AutoScale branch level O Axes E AxsX AlternateColor _ 227 227 227 AutoScale FirstLabel 0 7 4 18 2 Font and Size Define the Font and size in the Font branch level FirstLabel 0 Times New Rornan Force ero True 7 4 18 3 Label Format Specify the Label format and decimal number if needed in the LabelsFormat branch level LabelsForrmat CustomFormat Decimals 2 lo eh Fort That LabelValue 1 7 4 18 4 Label Angle Specify the Label Angle if needed in the LabelAngle branch level Grid Gridlines False Interlaced False Inverted False LabelAngle 45 LabelsFormat Example with a 45 value 109 Headquarters Click amp DECiDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CC l q e CO mM To contact your nearest Click amp DECIDE partner click here Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 ly Cl J C h amp L C i L E Business Application Intelligence Training 7 4 18 5 Staggered Values When the Staggered option is false all values are aligned in one row Sometimes you need to get a stagge
161. ur nearest Click amp DECIDE partner click here ly Click amp DEC VE Business Application Intelligence Training 7 4 13 Display the Data Editor Click the E icon if you wish to display the Data Editor You will get the data editor by default below the Chart 1 2 3 4 5 O A This command will change the right Properties pane in the Tools Data Editor level branch E Tools DataEditorObj LegendBox False LegendBoxOby SerLegBox False SerLegBoxOb Click the DataEditorObj branch to modify the Data Editor attributes position color alignment etc 7 4 14 Display the Series Legend Box Click the command Format gt Legend gt Series or the il icon if you wish to display the Series Legend Box You will get the Series Legend box by default on the right side of the Chart B Series 1 B Series 2 B Series 3 This command will change the right Properties pane in the Tools SerLegBox level branch E Tools DataEditor False DataEditorOby LegendBox False LegendBoxOb SerLeqBox True j SerLegBoxObj Click the SerLegBoxObj branch to modify the Series Legend Box attributes position color alignment etc 105 Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 s Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn d CCl d e com To contact your nearest Click amp DECIDE partner click here GN Click amp DEC DVE Business Application I
162. ut Format PDF Destination File C Users Public Documents Click and DECIDE Samples Web Portal Shared Folder DemoMulticietria_ SALNAME _ pdf Suffix NNNN zo ee 15 Optional define a Login valid to run this item UserID and Password corresponding to the Data Source used If the Data Source is using the Windows Authentication no login is required here If you are using the Click and DECIDE Authentication Mode you can enter the Admin Admin or Guest Guest default login to run this example based on the local SQL Server database Project Name C Users Public Documents Click and DECIDE Samples Web Portal Click and Decide Web Demonstration wfy ltem Type Report Item Name Demo_Multicriteria Output Format PDF Destination File C Users Public Documents Click and DECIDE Samples Web Portal Shared Folder DemoMulticietria_ SALNAME _ pdf Suffix NNNN Click and DECIDE User Admin Click and DECIDE Password Tiik 16 Feed the parameter values As you can see the Parameters box automatically displays the parameters found in the selected report with their default values E Parameters AREA PARAM IGNORESALNAME PARAM IGNORE P_DATE IGNOREIGNORE AREA PARAM IGNORE SALNAME_ PARAM IGNORE P_DATE IGNOREJIGNORE Change if needed the default values for each parameter In our example we absolutely need to specify that the AREA_PARAM parameter must apply to the Area field and the SALNAME_PARAM parameter must apply to the Salesman name field and the P
163. w or relief effect to the title MyTemplate 3 1 1 4 First Header Field This field will indicate the position of the first Column header in the block selected Report Header or Page Header It corresponds to the option First Header and has the following fixed internal name First_Header If the First_Header field does not exist then no automatic Column Header will be inserted in the report when it is created If the field exists then all the Report Header fields will be positioned horizontally from left to right based on the position of the First Header field and will be assigned with this field s attributes font font color background color character size etc If all the headers do not fit on one row then there are three solutions e The Block Width can Grow option is activated the report width will be increased to ensure that all the headers which follow will be positioned on the same row e The Block Width can Grow option is deactivated but the Block Height can Grow option is activated the report height will be increased to ensure that all the headers which follow can be positioned on a new row e None of the above options is activated the headers which follow will not be inserted in the report and will therefore be missed out 1 Add now a static label field in the Page Header block and right click this field Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 79 Headquarters Click amp DECiDE 13
164. x field is not found in the corresponding block in the template then Click amp DECIDE Builder will search in the template s Details block If the Format_xxxxx field was not found in the template s Details block either then ClicknDECiDE Builder will either search for a Text Label in the First_Header field or search for Data Formula in the First_ Column field in the corresponding block in the template Note at this stage the essentials have been defined the formats for each column will respect the default rules Query column formats or windows default values or additional field formats specifically designed for this purpose see the next step lt is now possible to save the new Template then close it and close the Report Template window by clicking the Close button Open a query create a new report and select the template that was just created in order to test it To modify the template select Tools gt Report Templates and edit the template concerned 3 1 1 7 Additional Field Format Define Additional Field Formats to use when modifying a report when adding items at a later date or when creating a report if the query columns have not been assigned a specific format Important the position of these fields is not important since only their attributes and formats will be used according to the data types concerned 3 1 1 8 Dynamic Fields in the Details Block For example in the previous Template place a Data Formula field in
165. yer 1 117 395 96 609 025 71 666 456 47 karen Walker 65 660 00 349 603 38 376 172 04 Tim Rosenberg p240 590 29 p73 173 00 fo 634 00 Total ATLANTIC b1 423 646 25 1 231 005 09 1 321 263 31 CENTRAL James smith p260 13 50 4 515 405 91 por 679 15 John Brown thee 119 22 feO 026 75 p70 754 50 Wanda Sanders p557 420 15 465 290 50 501 604 350 NORTH YYEST Bill Raley F990 617 40 1946 734 41 566 901 80 Joe Kramer p2 466 565 04 3502 905 50 1 145 7435 10 The above Cross table can be now used as a Data Source by a Report This is useful when a query to get such a presentation can be longer to realize with automatically data in column by year for example Save this Cross Table Now we are going to create a Report using the Raw Cross Table Data 1 In the Click amp DECIDE project file select the Report Tab and click the New icon to create a New Report New Report Blank Report d Report from Query Report Book Report From Raw Cross Table Data 2 Then select in the box below the required Cross Table to be used as a Data Source Contact us E mail support clickndecide com Tel 33 0 4 67 84 48 00 95 Headquarters Click amp DECIDE 130 rue du Baptistou 34980 St G ly du Fesc France WWW cl IC kn q CCl q e com To contact your nearest Click amp DECIDE partner click here GN Click amp DECIDE Business Application Intelligence Training Data Source Item kal 3 Then select a Report Template dep
166. your nearest Click amp DECIDE partner click here GM Clickhk amp D EL DE Business Application Intelligence Training 3 We can add another Alert on the same block to generate a RSS Feed record Click on the New Alert icon or make a right mouse click and select Add Alert O Report Az ss ae I Sum_ Total Amount lt 100000 ema T gt Remove Alert e mail D y cut x Copy 4 Select RSS Feed for the Alert Type l lt Define your condition here gt Type lt Define your alert type here gt R Description Run Click and Decide Item Run e mail Click and Decide Itern e mail Export Google Doc Roambi Reporting Sevices Highlight Information 5 Enter the Alert condition using the same formula as the one defined for the e mail alert RSS Feed Sum_Total Amount lt 100000 Type RSS Feed Description 6 Enter a Description as for example RSS Feed if Amount lower than 300000 RSS Feed is Total Amount lower than 100000 Sum_TotalAmount lt 100000 Type RSS Feed Description RSS Feed is Total Amount lower than 100000 7 Feed now the RSS Feed Properties Enter first the Title It could be a dynamic formula such as The SALNAME amount is STR _Sum_Total_Amounl 6 2 El RSS Feed Properties Title The SALNAME amount is STR _Sum_Total_Amount 6 2 8 Enter an optional Description to be displayed in the tip near the link in the Click amp DECiIDE RSS Feed Title

Click&DECiDE Business Application Intelligence Reports

Contents

Download Pdf Manuals

Related Search

Related Contents

Click&amp;DECiDE Business Application Intelligence Reports

Contents

Download Pdf Manuals

Related Search

Related Contents

Click&DECiDE Business Application Intelligence Reports