Organize data in a summary table

1. From the Main Menu, select Administration > Application Setup.
2. From the Setup page, select Common Setup > Unpublished Reports. The Report Management - Unpublished Reports page opens.
3. Click Tap Create . Report Studio opens in a new tab with the report template displayed.
4. If no report data objects are listed:
   1. Click Tap the layout pane (the block labeled Select and drag item to insert the available data). The Select Data glance opens. Note that Data Objects is the only option available.
   2. In the Select Data glance, select the applicable report data objects from the Available Data box and move them to the Selected Data box. When finished, click tap OK. The selected data object are now listed in the Data column on the left side of the screen.
   3. If you need to change the listed data objects, click tap Manage Data .
   4. To change the order of the data objects click tap the Data Set Order arrow or select Data > Manage Data from the tool bar.
   3. To review the possible columns, expand the applicable report data object and then expand the corresponding BaseDataSet.

1. Select Insert > Table > Table to open Table Builder.
Note: If you prefer, you can hold down the Ctrl key, select the applicable data objects from the list, and drag them to the layout pane.
2. Expand the Use Data From drop-down list and select the desired report data object. You can only select one report data object.
3. Select the Summarize check box.
4. In the Available Data box, expand the report data object to display the possible columns fields.
5. Select the columns to include in the table and then click the right arrow to move them to the Current Column Selections box. Note that only data objects that can be used for dimension and attribute column are available here.
6. Select the columns to include as measures columns and then click the right arrow to move them to the Current Measures Selections box. Note that only data objects that can be used for measure column are available here.
7. For every measure field, select an aggregate function to apply from the drop-down list. See for a list of functions. For columns containing numeric data, the default aggregation function selected is Sum. If the aggregated measure is included in the data object, you cannot change the aggregate function.
8. To aggregate a measure field by an additional function, do the following:
   1. Select the field once again in Available Data. Then, click the right arrow so that the measure field appears once again in Current Measure Selections.
   2. Use the menu to select a new aggregate function to apply to the field.
7. To limit the data displayed in the report, create a data set filter for dimension and attribute fields using Filter tab. For information about filtering, see Create a filter at the table level
8. Click OK. Report Studio displays the selected data fields in a summary table,.

When finished defining the tables, select Save and View , then do the following:

1. In the Save As box, enter the file name and description of the report, then click OK. The Parameters glance opens.
2. In the Parameters glance, provide the applicable information for the selected parameters for the report.
3. Time Frame

   • Start Date — Enter the time frame start date.
   • End Date — Enter the time frame end date.
4. Hyperfind Selector

   • Hyperfind — Expand the drop-down list and select one of the following:
   • Note: The numbers at the end of each Hyperfind listed are the Hyperfind IDs used in Report Studio.

   • Hyperfind Displayed in Product	Used By		Description
     	Employee Reports	Business Structure Reports
     All Home - 1	x		Finds all active employees in the manager's employee group and/or business structure within the specified time period.
     All Home and Transferred In - 2	x		Finds all employees in the manager's employee group and/or business structure as well as those who have been transferred into the manager's group.
     Employee with leave cases - 2	x		Finds all active employees in the manager's employee group within the specified time period with leave cases.
     All Home and Scheduled Job - 3	x		Finds all employees in the manager's employee group and/or business structure, as well as those with jobs scheduled in the manager's business structure.
     Employee with all statuses - 3	x		Finds employees with all status such as Active, Inactive, and Terminated.
     All Home and Transferred In* - 4	x		This optimized, non-editable query (denoted by the asterisk) finds all employees in the manager's employee group and/or business structure, as well as those who have transferred the manager's group.
     All Home and Scheduled Job* - 6	x		This optimized, non-editable query (denoted by the asterisk) finds all employees in the manager's employee group and/or business structure, as well as those with jobs scheduled in to the manager's group.
     All Home and Eligible - 7	x		Finds all employees in the manager's employee group as well as those who are eligible to work in the manager's employee group.
     Eligible but Not Home - 9	x		Finds all employees who are eligible to work in the manager's employee group.
     All Home Location - 5001	x	x	This is the only Hyperfind used by business-structure- based reports in addition to employee-based reports.

   • HyperFindSelector_peopleIds
   • HyperFindSelector_locationIds
   • HyperFindSelector_orgIds
5. Show Chart

   In the Manage Parameters glance, select Yes or No to show a chart.

6. CSV_Export_Table_name

   Because only one table per report can output as CSV, enter the table name to export. If you do not enter a table name, the first table in the report that contains more than one column is used as a default and is exported to CSV.

   Note: Although CSV output can save considerable rendering time for reports that use simple tables, do not use CSV output for highly formatted tables.

7. CSV_Export_Column_Names_Order

   Enter the names of the columns (in the correct order) that need to be exported in CSV. Separate each name with a semicolon (;). If you do not define any columns, all columns are exported to CSV.

   If there are hidden columns in the report, do not enter the hidden columns name so they are not exported to CSV output.

   Note: Although CSV output can save considerable rendering time for reports that use simple tables, do not use CSV output for highly formatted tables.

   When finished, click OK. A preview of the report opens.

3. When finished designing the report, go to Unpublished Reports , click Refresh , and view the report. You can then publish the report.

You can do the following at the table level in a summary table:

• Insert a chart
• Hide a table, and display the corresponding chart.
• Sort data.
• Specify font properties.
• Specify alignment properties for column data.
• Format data types.
• Add a border for the table.
• Add data fields from the data set.
• Reorder columns (only if the table does not contain a computed column).
• Create a bookmark to the summary table.
• To create a bookmark, set the margins, or add a table border to the summary table, select the table and select Format > Properties.

To modify a column header or an aggregation label, select and right-click the column header and then select an option from the context menu:

• Edit text — Edit the header or label text.
• Alignment — Modify the alignment of label text.
• Row — Insert a row above or below the label.
• Cell — Merge the label with the label on the left or the right.
• Format — Format font properties.

If a report has one or more dimension columns, the order in which you select and insert the columns determines the group level. For example, if you select and insert Employee Name before Manager, Employee Name is a higher level, or outer group. Manager is the lower level, or inner group. After you select the dimension columns, you can modify their order in Table Builder.

A grouped dimension column displays subtotals for the data in each group. When you group a dimension column, Report Studio eliminates duplicate data values when calculating aggregate data. For example, you could group employees by manager

When a summary table contains more than one dimension column, data in the outer dimension columns can be grouped and subtotals are displayed for each value in the grouped column.

When working with a dimension column that contains date-and-time data, you can group the data by intervals such as day, week, month, quarter, or year. When placed in the innermost position, dimension columns that contain other types of data cannot be grouped. If a dimension column contains date-and-time data, you can always group data in the column by intervals.

The innermost dimension column does not display subtotals, regardless of the type of data in the column.

For a summary table containing a single dimension column and one or more associated attribute columns, you cannot group data in the dimension column. No subtotals appear. The summary table displays a grand total value for all product lines.

In a summary table, dimension columns can be moved only among other dimension columns. Dimension columns can also contain associated attribute fields. You cannot move a dimension column independently of its associated attribute columns. Dimension columns and associated attribute columns always appear preceding the measure columns in a summary table.

When you delete a dimension column containing associated attributes from a summary table, the attribute fields still remain.

Attributes represent subcategories of a broader category, or dimension. For example, Badge Number and Cost Center can be attributes of the dimension, Employee Name. For an attribute to be useful in a summary table, it must be associated with a dimension field in the data set.

Multiple attribute columns associated with a single dimension field are called peer attribute columns. In a summary table that contains one or more dimension columns, and associated attributes, data in the attribute columns cannot be grouped and does not display subtotals.

In a summary table that contains one or more peer attribute columns, and no dimension columns, data in the attribute columns cannot be grouped and does not display subtotals. In a summary table that contains one or more non-peer attribute columns and no dimension columns, data in the outermost attribute column is grouped and displays subtotal aggregate values.

Attribute columns appear following the associated dimension column in a summary table. When you insert an attribute column in a summary table containing the associated dimension column, the attribute appears after the dimension column.

When you insert an attribute column in a summary table that does not contain an associated dimension column, or other attribute columns, the attribute column is inserted to the left in the table, but cannot be grouped if it is the only attribute column in the summary table. When you insert one or more non-peer attribute columns in a summary table with no dimension columns, you can group data in the outermost attribute column, and subtotal values are displayed for this grouped column.

In a summary table containing multiple dimensions and associated attribute fields, you can reorder attribute fields only among peer attribute fields. To move an attribute field, select the column, and select Reorder Columns from the context menu. When you move a dimension column with its associated attribute columns in a summary table, the columns are placed in their new position as a single unit. You cannot move a dimension column without moving the associated attribute columns.

To delete each attribute column, select each column, and click Delete.

Every summary table must contain at least one measure column to display aggregate data. A measure column is typically inserted to the right of any dimension and attribute columns in a summary table. When you insert a measure column in a summary table, aggregate data is displayed based on the default aggregation function set by the developer at the time of creating the data set. You can modify the aggregate function and add additional aggregation functions using Report Studio.

To add an aggregate calculation:

1. In Data, double-click the measure column. The Select Subtotal Function glance appears.
2. In the Select Subtotal Function glance, select an aggregate function from the drop-down list.
3. Click OK.
4. The measure column you selected appears in the report design displaying aggregate values for the new aggregate function you defined.

When you move a measure column in a summary table, you can move it among other measure columns.

To delete a measure column, select the column, and click Delete.

You can insert a chart at the table level in a summary table. Report Studio assigns the outermost grouped column as the category, or x-axis, by default. You can select the value series on the y-axis from the available measure columns.