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Data Region Wizard

Data Region Wizard. Wireframe design. Select a query. Select query Arrange fields Select layout Select style Set options Finish. Use a query in this report. Dataset1 Product, Category, Region, Year, Sales. Dataset2 CategoryID, CategoryName. Create a new query. Help. < Back. Next >.

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Data Region Wizard

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  1. Data Region Wizard Wireframe design

  2. Select a query Select query Arrange fields Select layout Select style Set options Finish Use a query in this report Dataset1 Product, Category, Region, Year, Sales Dataset2 CategoryID, CategoryName Create a new query Help < Back Next > Cancel • This page only appears if the report contains at least one dataset. If there are no datasets, the Select Connection and Design Query pages are the first two pages of the wizard.

  3. Select a query Select query Arrange fields Select layout Select style Set options Finish Use a query in this report Dataset1 Product, Category, Region, Year, Sales Dataset2 CategoryID, CategoryName Create a new query Help < Back Next > Cancel • If “Create a new query” is selected, the Choose Connection and Design Query pages appear as sub-pages

  4. √ Choose a connection for the query Select query Choose connection Design query Arrange fields Choose layout Select style Set options Finish Browse… New… WTT Report Library > Data Sources VSTS Report Library > Data Sources Help < Back Next > Cancel • Data sources in current report appear first, then recent shared data sources • Browse launches Open dialog, enabled only if have a report server • Edit enabled only for data sources embedded in this report • New launches Data Source dialog

  5. √ Choose a connection for the query Select query Choose connection Design query Arrange fields Choose layout Select style Set options Finish Browse… Edit… Connection1 (in this report) WTT Report Library > Data Sources VSTS Report Library > Data Sources Help < Back Next > Cancel • After creating a new connection, it appears at the top of the list • New button is now Edit, and is only enabled for the new data source created inside the wizard

  6. Edit as text Import… ! Run Query √ Select query Choose connection Design query Arrange fields Choose layout Select style Set options Finish Query designer goes here (user may need to resize/max wizard) √ Help < Back Next > Cancel

  7. √ Choose chart type Choose connection Design query Select chart type Arrange fields Set options Finish √ Column Bar Pie Line Area Stacked 100 Percent Help < Back Next > Cancel • Page only in chart wizard • No “Choose Layout” page in chart wizard

  8. √ Available fields Choose connection Design query Arrange fields Choose layout Set options Select style Finish Column Groups Product Category Region Year Sales √ Region Row Groups Values Category SUM(Sales) Product √ Show subtotals and grand totals √ Expand/collapse groups Help < Back Next > Cancel • Add fields using drag/drop, SPACE, or ENTER (numerics to Values, others to Row Groups) • Fields removed from left list once added • Provide keyboard shortcuts for moving fields within and between lists • Delete key in a field list returns field to available list • Dropdown on Values fields allows changing or removing aggregate function • If row AND column groups, all Values must have an aggregate function (page validation)

  9. √ Choose a table layout Preview Choose connection Design query Arrange fields Choose layout Set options Select style Finish √ Blocked, subtotals above √ Blocked, subtotals below Stepped, subtotals above Stepped, subtotals below 100% Help < Back Next > Cancel • Page is only shown if 1+ row groups and 0 column groups

  10. √ Choose a matrix layout Preview Choose connection Design query Arrange fields Choose layout Set options Select style Finish √ Subtotals above √ Subtotals below 100% Help < Back Next > Cancel • Page is only shown if 1+ row groups an 1+ column groups

  11. √ Select a style Preview Choose connection Design query Arrange fields Choose layout Select style Set options Finish Steel blue Golden coast Green meadow Silver bullet √ √ √ 100% Help < Back Next > Cancel • Choose layout page is skipped if “Show subtotals” is unchecked on fields page • Pan control shows actual preview at 100% zoom • User can pan using mouse or arrow keys

  12. √ Choose table options: Preview Choose connection Design query Arrange fields Choose layout Select style Set options Finish √ Interactive sortThis is some explanatory text about the option. You should try this because it is really cool. Clickthrough actionsThis is some explanatory text about the option. You should try this because it is really cool. √ √ √ 100% Help < Back Next > Cancel • Interactive sort not available on chart

  13. √ Summary Connection: connection1 Groups: mart-com, hr, sales Details: this is shared report… Subtotals: Yes Expand/Collapse: Yes Layout: Blocked, totals below Style: Steel blue Options: Interactive sort, Clickthrough, Drilldown… Preview Choose connection Design query Arrange fields Choose layout Select style Set options Finish √ √ √ √ √ Run report 100% Help < Back Finish Cancel

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