Item
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Description
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Properties
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Pie Chart
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You can drag a Pie Chart object onto the report and size it. You can then set a variety of properties to control its behavior. In most cases, you will select the field you want to analyze in the Group property which will then set the Value property automatically to Count.
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| • | Label Position - Specifies where the labels appear relative to the pie chart. |
| • | State - Specifies the state of the object when the report is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Group - This is the underlying form field (or expression) that you want to group your results by. You can either select a single field from the drop-down list or click the ... button to define a more complex expression to evaluate. |
| • | Value - The top drop down is the function used to generate the statistical result. In most cases, this will be count as you often want to chart the number of each response to a question. Below this is the field selection. In most cases for the pie chart, this will be the same field or expression as you used for the Group property. |
| • | Sort - Determines the order in which the pie slices are arranged. They can be sorted by the Group object or by the Value. |
| • | Can Set Dynamic Filter - This means that a selection within the object causes the filter event to be broadcast to other objects within the report that have the Respect Dynamic Filter set. |
| • | Respect Dynamic Filter - Causes the object to listen to any drill-down that is caused by the user clicking on a report object. If you do not want the object to filter its data when the drill-down occurs then turn off this property. |
| • | Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would check the Override Previous box. |
| • | Style - Style options allow you to control the colors of the pie slices, allowing you to select up to eight colors. After selecting the color of the pie slice, you also have the option of assigning a specific value from your report to a slice color by entering the data value into the text input located to the right of the slice color. If you do not specify a data value in this text input then the system will default to assign the color to the largest value. If your pie chart has more than eight slices, the colors will repeat from the color assigned to the largest value. |
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Bar Chart
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Drag the Bar Chart object onto the report and size it. You can then set a variety of properties to control is behavior. In most cases, you will select the field you want to analyze in the Group property which will then set the Value property automatically to Count. Override the default, if necessary.
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| • | Chart Axis: Vertical/Horizontal - Specifies the type of scale used. |
| • | State - Specifies the state of the object when the report is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Group - The underlying form field (or expression) that you want to group your results by. You can either select a single field from the drop-down list or you can click the ... button to define a more complex expression. |
| • | Value - The top drop down is the function used to generate the statistical result. In most cases, this will be Count as you often want to chart the number of each response to a question. Below this is the field selection. In most cases for the bar chart, this will be the same Field or expression as you used for the Group property. |
| • | Sort - Determines the order in which the bars are arranged. They can be sorted by the Group object or by the Value. |
| • | Can Set Dynamic Filter - This means that a selection within the object causes the filter event to be broadcast to other objects within the report that have the Respect Dynamic Filter set. |
| • | Respect Dynamic Filter - Causes the object to listen to any drill-down that is caused by the user clicking on a report object. If you do not want the object to filter its data when the drill-down occurs turn off this property. |
| • | Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would check the Override Previous box. |
| • | Show All Possible Values - If this is checked then it will include values where there is a result of 0. If left unchecked then 0 value results will be omitted from the chart. |
Note: If you have a bar chart which reports on a drop-down object that contains values populated using a connection, you must uncheck the Show All Possible Values box.
| • | Style - Style options allow you to control the font appearance for the chart labels. You can also control the colors of the chart bars and axis. |
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Line Chart
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You can drag a Line Chart object on to the report and size it. You can then set a variety of properties to control is behavior. In most cases, you will select the field you want to analyze in the Group property which will then set the Value property automatically to Count. Override the default, if necessary.
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| • | Chart Axis: Type - Sets the type of line to be drawn (Segment, Curved, Stepped etc). |
| • | Chart Axis: Vertical/Horizontal - Specifies the type of scale used |
| • | State - Specifies the state of the object when the report is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Group - The underlying form field (or expression) that you want to group your results by. You can either select a single field from the drop-down list or you can click the ... button to define a more complex expression. |
| • | Value - The top drop down is the function used to generate the statistical result. In most cases, this will be Count as you often want to chart the number of each response to a question. Below this is the field selection. In most cases for the bar chart, this will be the same Field or expression as you used for the Group property. |
| • | Sort - Determines the order in which the lines are arranged. They can be sorted by the Group object or by the Value. |
| • | Filter: Can Set Dynamic Filter - This means that a selection within the object causes the filter event to be broadcast to other objects within the report that have the Respect Dynamic Filter set. |
| • | Filter: Respect Dynamic Filter - Causes the object to listen to any drill-down that is caused by the user clicking on a report object. If you do not want the object to filter its data when the drill-down occurs turn off this property. |
| • | Filter: Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill-down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would check the Override Previous box. |
| • | Show All Possible Values - If this is checked then it will include values where there is a result of 0. If left unchecked then 0 value results will be omitted from the chart. |
| • | Style - Style options allow you to control the font appearance for the chart labels. You can also control the colors of the chart lines and axis. |
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Data Grid
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The Data Grid displays aggregated data in a table. For example, you want to report on Total Sales made by Country and by Make of Car. In this case you need a Data Grid to group the report into discreet Country and Make of Car columns. Then, you need to display the Total Sales made for each combination in the third column.
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| • | Rows Height - Specifies the minimum height of the rows. |
| • | Rows Max - Specifies that maximum number of rows that should be fetched from the server for this display page. You can then click the buttons beneath the list to page up or down. The reason for specifying the number of rows is that you may have a very large number of records to report on. Bearing in mind that PerfectForms™ is a Web application, fetching them all at once across what might be a slow connection could pose performance problems. It would also waste server resources. So data is fetched a page at a time and the Rows value determines how many form Instances are fetched in each page. |
| • | Variable Height - Check this box to allow rows to automatically size to the greatest height required to display all of the data in the row. |
| • | Header - Specify the height of the text in the data grid header. |
| • | Navigation - Uncheck the box only if you don't want allow users to page through the contents of the list. |
| • | Paging Numbers - Uncheck the box only if you don't want to display the page number currently being viewed or available. |
| • | Export check box - If you check this, an export icon will show at the bottom of the list or grid. When report users click the export button, they can specify the format of the exported the data. |
| • | State - Specifies the state of the object when the report is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Caption - The label that is displayed in the column header. |
| • | Field - This cell must be set correctly to get the desired results. You will notice that you can select two main elements within this cell: the function and the field or expression. When you click in the cell, the upper drop-down allows you to select either Group (fields that should the make up the grouping within the grid are Country and Make within our example) or the function used to aggregate the data (in the example, Sum). The drop-down beneath it, but in the same cell, allows you to select the field or Expression (using the ... button). |
| • | Format - Optionally format the field in the report. |
| • | Number - Use this for currency and other number formats. Optionally show decimal places and a currency symbol. |
| • | Date - Use this format for date fields and choose the month day year order. |
| • | Time - Use this format for time inputs and optionally show a 24-hour clock and seconds. |
| • | Boolean (Yes No) - Use this format for check box inputs. Optionally assign values to the Yes/No options. Note that if the Boolean format is selected but nothing is entered into the Yes or No boxes then nothing will be listed in the reports. |
| • | Percentage - Use this format for numeric inputs containing percentages. |
| • | Sort - Click here if you want to sort the list using this column. |
| • | Can Set Dynamic Filter - This means that a selection within the object causes the filter event to be broadcast to other objects within the report that have the Respect Dynamic Filter set. |
| • | Respect Dynamic Filter - Causes the object to listen to any drill-down that is caused by the user clicking on a report object. If you do not want the object to filter its data when the drill-down occurs then remove the check. |
| • | Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill-down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would check the Override Previous box. |
| • | Show All Possible Values - If this is checked then it will include values where there is a result of 0. If left unchecked then 0 value results will be omitted from the grid. |
| • | Open Links in New Window - Uncheck this default option to open the linked instance in the existing browser tab. Otherwise, the default action will be to open linked items in a new browser tab. |
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Data List
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The Data List shows selected fields from multiple form instances in a table. Each row in the table represents a form instance.
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| • | Rows Height - Specifies the minimum height of the rows. |
| • | Rows Max - Specifies that maximum number of rows that should be fetched from the server for this display page. You can then click the buttons beneath the list to page up or down. The reason for specifying the number of rows is that you may have a very large number of records to report on. Bearing in mind that PerfectForms™ is a Web application, fetching them all at once across what might be a slow connection could pose performance problems. It would also waste server resources. So data is fetched a page at a time and the Rows value determines how many form Instances are fetched in each page. |
| • | Variable Height - Check this box to allow rows to automatically size to the greatest height required to display all of the data in the row. |
| • | Navigation - Uncheck the box only if you don't want allow users to page through the contents of the list. |
| • | Paging Numbers - Uncheck the box only if you don't want to display the page number currently being viewed or available. |
| • | Export check box - If you check this, an export icon will show at the bottom of the list or grid. When report users click the export button, they can specify the format of the exported the data. |
| • | State - Specifies the state of the object when the form is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Caption - The label that is displayed in the column header. |
| • | Field - This cell must be set correctly to get the desired results. You will notice that you can select two main elements within this cell: the function and the field or expression. When you click in the cell, the upper drop-down allows you to select either Group (fields that should the make up the grouping within the grid are Country and Make within our example) or the function used to aggregate the data (in the example, Sum). The drop-down beneath it, but in the same cell, allows you to select the field or Expression (using the ... button). |
| • | Format - Optionally format the field in the report. |
| • | Number - Use this for currency and other number formats. Optionally show decimal places and a currency symbol. |
| • | Date - Use this format for date fields and choose the month day year order. |
| • | Time - Use this format for time inputs and optionally show a 24-hour clock and seconds. |
| • | Boolean (Yes No) - Use this format for check box inputs. Optionally assign values to the Yes/No options. Note that if the Boolean format is selected but nothing is entered into the Yes or No boxes then nothing will be listed in the reports. |
| • | Percentage - Use this format for numeric inputs containing percentages. |
| • | Sort - Click here if you want to sort the list using this column. |
| • | Can Set Dynamic Filter - This means that a selection within the object causes the filter event to be broadcast to other objects within the report that have the Respect Dynamic Filter set. |
| • | Respect Dynamic Filter - Causes the object to listen to any drill-down that is caused by the user clicking on a report object. If you do not want the object to filter its data when the drill-down occurs then remove the check. |
| • | Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill-down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would check the Override Previous box. |
| • | Show All Possible Values - If this is checked then it will include values where there is a result of 0. If left unchecked then 0 value results will be omitted from the Chart. |
| • | Open Links in New Window - Uncheck this default option to open the linked instance in the existing browser tab. Otherwise, the default action will be to open linked items in a new browser tab. |
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Crosstab
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The Crosstab object analyzes two fields against one another in a tabular format. You can choose a variety of functions within the cells such as Sum, Count, Average etc.
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| • | State - Specifies the state of the object when the report is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Group top - The form field that should be displayed across the top row of the table. |
| • | Group side - The form field that appears on the left column of the table. |
| • | Value - The aggregate function used to calculate the cell content (Sum, Count etc.) and the field or field expression that the function applies to. |
| • | Can Set Dynamic Filter - This means that a selection within the object causes the filter event to be broadcast to other objects within the report that have the Respect Dynamic Filter set. |
| • | Respect Dynamic Filter - This causes the object to listen to any drill-down that is caused by the user clicking on a report object. If you do not want the object to filter its data when the drill-down occurs then remove the check. |
| • | Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill-down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would check the Override Previous box. |
| • | Show All Possible Values - If this is checked then it will include values where there is a result of 0. If left unchecked then 0 value results will be omitted from the Chart. |
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Gauge
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The Gauge shows a numeric value in a special graphical display. Below you can see a gauge showing the Average Sale value.
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| • | Scale - Specifies the minimum and maximum extent of the gauge's scale. Set this according to the likely values used. |
| • | State - Specifies the state of the object when the report is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Value - The aggregate function used to calculate the cell content (Sum, Count etc.) and the field or field expression that the function applies to. |
| • | Can Set Dynamic Filter - This is not applicable to the gauge object. |
| • | Respect Dynamic Filter - Causes the object to listen to any drill-down that is caused by the user clicking on a report object. If you do not want the object to filter its data when the drill-down occurs then remove the check. |
| • | Override Previous - This is not applicable to the gauge object. |
| • | Style - Style options allow you to control the colors of the gauge background and the color of the needle. |
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Value
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A Value object shows a calculated result. A Value object can be formatted as a:
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| • | State - Specifies the state of the object when the report is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Value - The top drop down is the function used to generate a statistical result. Below this is the field selection. |
| • | Format - Optionally format the field in the report. |
| • | Respect Dynamic Filter - Causes the object to listen to any drill-down that is caused by the user clicking on a report object. If you do not want the object to filter its data when the drill-down occurs turn off this property. |
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Filter Input
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A Filter Input object allows the report user to search for data within specific fields through input boxes (text input, date calendars, times, and more).
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| • | Type - The type of data the filter input will accept. Numeric, text and more. Also select the filter operator: equals, wildcard and more. |
| • | State - Specifies the state of the object when the report is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Field - The field in the data-source that is providing the data to the input. |
| • | Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would check the Override Previous box. |
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Filter Selector
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A Filter Selector object is a list or drop down that is populated with unique values for the specified field. The report user can then select one of these and it will perform a drill down on other objects within the report.
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| • | Type - The type of field the selector will be displayed as: drop down, list. Report users can select multiple options in a list-type filter selector, which will function as logical OR selections. |
| • | State - Specifies the state of the object when the report is opened. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
| • | Field - The field in the data-source that is providing the data to the selector. |
| • | Override Previous - By default, each object that you click on for a drill down remains in effect when subsequent objects are selected. In other words, the drill downs you select are cumulative. However, you may want a drill down selection to clear all other existing drill down filters before performing its own drill down. In this case, you would check the Override Previous box. |
| • | Respect Dynamic Filter - Causes the object to listen to any drill down that is caused by the user clicking on a report object. If you do not want the object to filter its data when the drill down occurs then remove the check. |
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Clear Filter Button
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When the report user clicks this button, all drill down filters are cleared and the report is refreshed.
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| • | Caption - Enter the text to display on the button. |
| • | Button Type - Select the appearance of the button. |
| • | State - The field state (e.g. disabled) of the button. |
| • | Data-Source - All reporting objects must point to a data-source. If you only have defined one then this will be automatically selected. |
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