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Hitachi VantaraPentaho Documentation
Pentaho Documentation

Advanced Analyzer Report Formatting Data in Instaview

Fields and Columns

Action Description
To place a field on the report canvas... Click and drag a field from the right pane to the report canvas. Alternatively, double-click a field name to place it onto the report canvas.
Note: For quick placement, click Layout in the toolbar and drag the fields into the Columns area. Alternatively, right-click a field name and select, Column.
To place multiple fields on the report canvas... Press the <CTRL> key and select multiple fields in the right pane, then drag the fields onto the report canvas. The fields will become columns in the report in the order in which they were selected.
To move columns left or right...
  • Click the report header and move the column to the desired location.
  • Right-click on the column header and select Move > Right (or Left). Columns can also be moved as needed by clicking the Layout button in the toolbar and dragging the columns to the desired position.
To adjust column width... Click the column header to select it. Move your cursor to the right or left until a small horizontal line appears. Drag the line to the desired width.
To assign column width (percentage) Enter a value in the Column Width text box under the Formatting tab.
To change the column name... Double-click the column name and type the new name in the available text box.
To remove a column... Click and drag the column header to the right and place the column into the trash can.

Grouping

Action Description
To add a group to a report... Click and drag a group field from the right pane up above the column headers in the report. Release the mouse button when the green horizontal line appears.

If the group field you want is a column in the report, drag the column name up above the column headers in the report. Release the mouse button when the green horizontal line appears.

Note: For quick placement, click the Layout button and drag the fields into the Groups area. Alternatively, right click on the field name you want as your group and select, Group.
To add more than one group to a report... Click another group field from the right pane and drag it above or below the previously placed group.
To change the sort order of a group...
  • Click the small arrow to the right of the group name to change the sort order.
  • Assign the sort order under Group Sorting in the right pane

Filtering

Action Description
To add a filter...
  • Click Filters in the toolbar, then drag a field into the Filter area.
  • Right-click on the field name you want to filter on, (under the Data tab), and select, Filter.
  • Select column name, click to open the context menu and select Filter.
To edit a filter... Click the Edit icon next to the filter name to open the Filter dialog box. Make your changes and click OK. Or you can select a column name, click to open the context menu and select, Filter.
To delete a filter... Click Filters in the toolbar, then click the Delete icon next to the filter name.
To select a filter value from a list... Click Select from list in the Filter dialog box.
To find a filter value in a list... Type the first few characters of the value and click Find. Entries are case-sensitive.
To include or exclude a filter value from a list... Click either the Includes or Excludes link next to Select from list.

Alternatively, make a selection next to Currently in the Filter dialog box.

To specify a specific filter value... Click Match a specific value, then select a constraint from the list.
To create an advanced query ... Within the Filter Pane, click on the Advanced Filter button in the bottom right hand corner. Enter a MQL query.

Formatting

Action Description
To undo or redo previous actions... Within the toolbar, click the green left-pointing arrow to Undo or the green right-pointing arrow to Redo.
To change the font type in a column header... Select the column header. Under the Formatting tab, select font type from the available list.
To change font type in the column details... Select the column details. Under the Formatting tab, select font type from the available list.
To change font color in a column header... Select column header. Under the Formatting tab, click the text color icon to select font color from the available list.
To change the font color in column details Select column details. Under the Formatting tab, click (icon here) to select font color from the available list.
To change the column header background color... Select the column header. Under the Formatting tab, click Background Color bucket icon. Select a color from the color picker or create your own custom color.
To change the column details background color... Select column details. Under the Formatting tab, click Background Color bucket icon. Select a color from the color picker or create your own custom color.
To apply text justification... Select the report element column header or column details. Under the Formatting tab, click the appropriate text alignment option. Column headers can be formatted separately from column details.