The Main Level Settings screen is accessed from several areas of the BI Tool. Like the Details Settingsscreen (see BI Tool Details Settings), the Main Level Settings screen offers the ability to organize the report data through the Columns, Grouping, Sorting, and Summarize By tabs. Details on how to use this functionality is found in BI Tool Columns Grouping Sorting and Summarize By.
Figure 109: Main Level Settings screen
Details on the fields and their functionality are in the table below:
|
Field |
Function |
|
Title |
The description entered here will be the title of the component displayed in the report/dashboard |
|
Columns |
See BI Tool Columns Grouping Sorting and Summarize By for details |
|
Grouping |
See BI Tool Columns Grouping Sorting and Summarize By for details |
|
Sorting |
See BI Tool Columns Grouping Sorting and Summarize By for details |
|
Summarize By |
See BI Tool Columns Grouping Sorting and Summarize By for details |
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Click the Exit icon to exit the screen without saving changes or updates |
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Click the Save icon to save the changes or updates made to the screen |
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Highlight a field from the Column Title list and then click this icon to move that field to the top of the list. This option is not used on the Summarize By tab. |
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Highlight a field from Column Title list and then click this icon to move that field up one row on the list. This option is not used on the Summarize By tab. |
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Highlight a field from Column Title list and then click this icon to move that field down one row on the list. This option is not used on the Summarize By tab. |
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Highlight a field from Column Title list and then click this icon to move that field to the bottom of the list. This option is not used on the Summarize By tab. |
MORE INFORMATION
BI Tool Configuration/Data Sources
