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Table Wizard Properties

This topic describes how you can use the Table Wizard to change data of a table.

Server displays the wizard when you do one of the following:

  • Select a table, and then navigate to Menu > Edit > Wizard.
  • Select a table, and then select the Table Wizard button Table Wizard button on the visualization toolbar.
  • Right-click the icon Drag icon of a table and select Table Wizard from the shortcut menu.

Table Title

Specify a title for the table.

Font button Font button

Specify the font properties of the table title. After you select the button, Server displays the following dialog box for you to edit the font properties:

  • Font
    Select the font face of the title.
  • Font Style
    Select the font style of the title: regular, bold, italic, or bold italic.
  • Size
    Specify the font size of the title.
  • Align
    Specify the position of the title to be left, right, center, or justify.
  • Font Color
    Specify the font color of the title.

    To change the color, select the color indicator. Server displays the color palette. Select a color, or select More Colors to access the Color Picker dialog box in which you can specify a color within a wider range. You can also type a hexadecimal RGB value to specify a color, for example, #9933ff.

  • Background Color
    Specify the background color of the title.
  • OK
    Select to apply any changes you made here and close the dialog box.
  • Cancel
    Select to close the dialog box without saving any changes.

Data Source

Server displays the dataset that the table uses.

Filter

Select to open the Edit Dataset Filter dialog box to specify the filter which you want to apply to the dataset.

OK

Select to apply any changes you made here and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help button Help button

Select to view information about the dialog box.

Close button Close button

Select to close the dialog box without saving any changes.

The tabs in the dialog box are different according to the following table types:

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For Group Left, Group Above, and Group Left Above

When the table is one of the group types, the wizard contains these tabs: Details, Group, and Summary.

Details

Specify the detail fields that you want to display in the table.

Table Wizard - Details

Resources

Server displays all the group and detail objects in the selected business view or dataset.

Sort button Sort button

Select an order for sorting the resources in the business view. The order applies to all the resource trees where you see the business view in Web Report Studio.

The order can be one of the following:

  • Predefined Order
    Select if you want to sort the resources in the order as in the Business View Editor of Designer.
  • Resource Types
    Select if you want to sort the resources by the resource type. Namely, category objects come first, then group objects, then aggregation objects, and at last detail objects.
  • Alphabetical Order
    Select if you want to sort the resources in alphabetical order. Report sorts the resources that are not in any category first, and then the categories. It also sorts the resources in each category alphabetically.

Search button Search button

Select to launch the search bar to search for objects.

See the following properties in the search bar:

Quick Search Toolbar

  • Text box
    Type the text you want to search in the text box. Server lists the values that contain the matched text.
  • Close button Close button
    Select to close the search bar.
  • Search Options More Options button
    Select the button and Server displays more search options.
    • Highlight All
      Select if you want to highlight all matched text.
    • Match Case
      Select if you want to search for text that meets the case of the typed text.
    • Match Whole Word
      Select if you want to search for text that looks the same as the typed text.
  • Previous Text Previous button
    Select to go to the previous matched text when you have selected Highlight All.
  • Next Text Next button
    Select to go to the next matched text when you have selected Highlight All.

Add Item button Add button

Select to add the selected object to display in the table.

Remove Item button Remove button

Select to remove the added object.

Field

Server lists the group and detail objects that you have added to the table as the detail fields.

Label

Specify the text of the labels of the detail columns, which by default are the display names of the added objects. You can select a text box to edit the label, or select the Auto Map Field Name checkbox beside the text box to automatically map the label to the dynamic display name of the object.

Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

Sort Fields By

Select to open the Custom Sort dialog box to define how to sort data in the table.

Group

Specify the fields for group data of the table.

Table Wizard - Group

Resources

Server displays all the available group objects Group Object you can use to group the data in the table.

Sort button Sort button

Select an order for sorting the resources in the business view. The order applies to all the resource trees where you see the business view in Web Report Studio.

Search button Search button

Select to launch the search bar to search for group objects.

Add Item button Add button

Select to add the selected group object as a group field.

Remove Item button Remove button

Select to remove the selected group object.

Field

Server lists all the group objects that you have added as the group fields.

Sort

Specify the sort order for groups at the specific group level.

  • No Sort
    Select to sort a group in the same order as in the catalog.
  • Ascend
    Select to sort a group in an ascending order.
  • Descend
    Select to sort a group in a descending order.
  • Custom Sort
    Select to open the Custom Sort dialog box to sort a group by sorting the values of other fields.
Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

Summary

Specify the fields on which you want to create summaries.

Table Wizard - Summary

Resources

Server displays all the available aggregation objects Aggregation Objects you can use to create summaries in the table.

Sort button Sort button

Select an order for sorting the resources in the business view. The order applies to all the resource trees where you see the business view in Web Report Studio.

Search button Search button

Select to launch the search bar to search for aggregation objects.

Add Item button Add button

Select to add the selected aggregation object as the summary field.

Remove Item button Remove button

Select to remove the selected aggregation object.

Field

Server lists the groups that you have added in the table and the aggregation objects added to summarize data in each group.

Row

Available only when the table is Group Left type.

Specify to place a summary field in the header or footer row. If you add the summary to a group-by field, Server will place it in the group header or footer of the corresponding group. If you add the summary in the table (not in any group), Server will place it in the table header or footer.

Column

Available only when the table is Group Left type.

Select a detail column where you want to place the summary field, or select no column to display the summary field in a separate summary column.

Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

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For Summary Table

The wizard contains two tabs: Columns and Summary.

Columns

Specify the group and aggregation objects you want to display as the columns of the table.

Table Wizard - Summary Table - Columns

Resources

Server displays all the group and aggregation objects in the selected business view or dataset.

Sort button Sort button

Select an order for sorting the resources in the business view. The order applies to all the resource trees where you see the business view in Web Report Studio.

Search button Search button

Select to launch the search bar to search for objects.

Add Item button Add button

Select to add the selected object from the Resources box to display in the table.

Remove Item button Remove button

Select to remove the selected object that you added.

Column

Objects that you have added to the table.

Sort

Specify the sort order for groups at the specific group level.

  • No Sort
    Select to sort a group in the same order as in the catalog.
  • Ascend
    Select to sort a group in an ascending order.
  • Descend
    Select to sort a group in a descending order.
  • Custom Sort
    Select to open the Custom Sort dialog box to sort a group by sorting the values of other fields.
Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

Summary

Specify to insert aggregations to the header/footer rows of the table and groups.

Table Wizard - Summary Table - Summary

Resources

Server displays the aggregations you have selected in the Columns tab.

Summarized Fields

Group fields you have selected in the Columns tab under the Table node.

Header

Represent the table header or the group header of a specific group. After you select an aggregation in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding header rows.

Footer

Represent the table footer or the group footer of a specific group. After you select an aggregation in the Resources box, you can select the checkboxes in the column to insert the aggregation in the corresponding footer rows.

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