How do I select fields?

This article explains how to select fields to add to an EPM Live Analytics report.  The steps are applicable whether you are building a new report or updating an existing report.

There are two methods for how to add fields: via the Report Designer and via the Fields Tab.  For either method, be sure to save the report after you make any changes.

1. Method 1: Via the Report Designer

1.1. Navigate to the EPM Live Analytics Reports Page

  1. On the navigation menu, select Reports to open the Business Intelligence Center.
  2. Click EPM Live Analytics.

1.2. Open Report Designer

  1. If you are on the Reports landing page, hover over a report to show the Print and Edit icon buttons.  Click the Edit icon.  -- Or --
  2. If you are already viewing a report, click the Open in Designer icon.

1.3. Select Fields

The Field drop down menu is a list of the available fields in the table(s) that are selected on the Data Sources tab. When working with multiple tables, the fields are categorized according to which Data Source they come from. The entries in the list that are in Bold are the table/data source names.

Each field shows with its internal field name.  This may be different than the display name.  For example, Title is the internal field name for the name/title of an item in every 'LST' table.  You will be able to change the display name of the field in the report by editing the description.  

Note: If you don't know a field's internal field name, you can get that information in the corresponding List Settings for that list, specifically on the columns settings page.  For more detailed instructions, refer to the article "How do I find a field's internal field name?": click here.  

  1. Click the Field drop down menu.
  2. Select the desired field.  

Note: If the field is a Lookup field (either a lookup to another list or a lookup to a person), there will be an ID field and a Text (display) field.  Typically, you would select the Text option, which will show the name of the item/person rather than the unique ID.  Ex: ProjectManagersText would show the name  'Jane Smith,' whereas ProjectManagersID would show '47.'

1.4. Example Field Drop Down Menu with Multiple Data Sources

This report has three joined Data Sources (tables): EPG_RPT_Calendar, EPG_RPT_CostDetails, and LSTProjectCenter.  So, the Fields drop down menu allows the report writer/editor to select fields from any of the three.

1.5. Quick Add Fields

Rather than add fields one at a time, Quick Add allows you to add multiple fields to the report at one time by selecting from a list.

  1. On the Fields Tab page, click Quick Add.
  2. Select the check boxes for the desired fields to add to the report. When finished, click OK.

2. Method 2: Via the Fields Tab When Viewing the Report

2.1. Navigate to the EPM Live Analytics Reports Page

  1. On the navigation menu, select Reports to open the Business Intelligence Center.
  2. Click EPM Live Analytics.

2.2. Open the Fields Tab

When viewing the report, click the Fields tab.

2.3. Add Fields to Report

The fields on the left are all fields available, based on the selected Data Source(s) for the report.  The fields on the right are the fields that have already been added to the report.

  1. Select the check boxes for the desired field(s).  
  2. Click the right-facing arrow to add the field(s) to the report.  

2.4. Arrange Field Order

  1. Select a field.
  2. Click the Up or Down buttons to arrange the order of the fields.  The order from top to bottom will show as columns in order left to right.  

2.5. Edit Field Properties

  1. Select a field.
  2. Click Field Properties.

2.6. Field Properties

  1. Description: Initially, this shows the internal field name.  Edit the field name as needed.  Ex: Change 'Title' to 'Project Name.'
  2. Format: If applicable, select a format (applicable to date fields, number fields, etc.).
  3. Filter Operator: If desired, select a filter.  Refer to the filters articles for more information about configuring filters.
  4. Total: Select the check box to have a subtotal for this column/field at the bottom of the table.
  5. Visually Group (VG): Select the check box to visually group by this field.
  6. Label Justification: Click in the box to toggle between L (left), M (middle), and R (right) for the justification of the table header.
  7. Value Justification: Click in the box to toggle between L (left), M (middle), and R (right) for the justification of the table header.
  8. When finished, click OK.

2.7. Group By Field Property

In the Field Properties, select the Visual Group check box.  When finished, click OK.

2.8. Update Results

After you've made changes, click Update Results to refresh the report.

3. Updated Report with New Fields

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