Setup Area: BI Tool Data Sources > Main, Second or Third > Customization
The Column Customization screen is an option from the BI Tool Data Sources screen. The functionality of this screen also applies to the BI Tool Data Sources and Defaults Administration screen, when the Customization icon is selected.
The Customization option allows you to control the column Title to display in the current report, as well as the Type of data. The Format will allow choices for date fields and numbers.
To edit a field, click on the field and a dropdown menu icon appears within that field. Click the icon to open the menu options. Choose an option and click on that option. Click the checkmark in the upper right corner of the screen to save the changes. Click the X in the upper left corner of the screen to exit without saving the changes.
In Figure 62, the line highlighted references one of the User Defined Fields in MoversSuite. Should you wish to rename the column title for this field, click on the line and enter a new name. Click the checkmark in the upper right corner to save. Continue to save the Data Sources screen, The Configuration/Data Sources screen, and click the checkmark to save these changes in that specific report. That Column Title in the report, if marked Is Visible within Main Level Settings > Columns, will reflect the new name. Of note, the column will still be referenced as the original name within Main Level Settings > Grouping, Sorting and Summarize By (See BI Tool Main Level Settings.)
Figure 62: Column Customization screen
The following technical table provides additional information on the functionality of this screen:
|
Fields |
Description |
|
Column Title |
This is the name that will shown as the Column’s Title in the report. Click a field to edit a name. |
|
Type |
This field determines how the data is presented in the report. The option chosen determines the options available within Format. Once an option is chosen, click OK to save the edit. The options are: Numeric/Currency Boolean Date/Date Time String |
|
Format |
The option chosen within Type determines the options available within Format. Each option has an example to show how the data will be formatted. |
|
|
Click to exit the screen without saving changes. |
|
|
Click to save the changes and exit the screen. |
