MODULE HANDLEIDING
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1. Candidate GenderName Data Sources Fields Summary Chart Chart Gauge Map Misc Filters Preview dk F Report List J New fave fave AS Print 3 Es mr Results 100 7 Records Field Description Sort VG A Function Format Vacancy Name Y VacancyName L r rt etl Candidate Name r Candidate Name Y S Dl r BI ett Candidate StatusName Candidate Status Y UU LL r rt pit E Add Subtotals Quick Add Add Pivot Continue to Summary rkOffice Click the Preview tab Il Create reports Data Sources Fields Chart Preview A Summary Chart Gauge Map Misc Filters Elreport List _ New ln save ln save As Print 3 Egi wl ES Results 100 Vacancy Name Candidate Name Candidate Status Name Servicedesk Medewerker B2C Henkie Scholten Verzonden naar lijn manager Servicedesk Medewerker B2C Robert van Roode Uitgenodigd voor 1e interview Senior Webanalist Manon Vermeer Afgewezen na 1e interview Senior Webanalist Robert van Roode Uitgenodigd voor 1e interview IT Specialist Yves Grave Nieuw CV beoordelen IT Specialist Sjors Langeveld Mieuw CV beoordelen Open sollicitatie Henk de Groot Mieuw CV beoordelen Open sollicitatie test test Mieuw CV beoordelen Open sollicitatie Robbie Test Afgewezen na le interview Open sollicitatie yves grave Afgewezen Open sollicitatie yves grave Mieuw fCV beoordelen TESTER Yves Grave Verzonden naar lijn manager Accountmanager Binnendienst Online AMC Afgewezen el Pascal Grave Cli2. Firefox is a trademark of Mozilla Internet Explorer Excel and Word are trademarks of Microsoft All other trademarks are property of their respective owners rROfhce Preface HROffice Reports enables you to easily access your databases directly and quickly transform raw data into useful and readily understood information With HROffice Dynamic reporting you can Extract the information you need from one or more related tables Format data into tables reports charts pivots and gauges View the resulting report in your Web browser and then print it Export reports in several formats including Microsoft Word Microsoft Excel and Adobe PDF Automate many processes through scheduling sharing alerting batch processing and caching HROffice s point and click interface is designed for the standard business user with Advanced options available for those with greater access and skill Many users will never design reports but simply make modifications to current core reports or use drill downs to start at a high level overview and click through to get to the required information This user manual will step you through each simple process in using HROffice Dynamic Reporting and provide you with what you need to know to create your queries and reports Any data that our application developer has included in the database can be accessible to you in creating ad hoc reports CONTENTS 2 0 Report Designer ee ee rennen 6 3 0 Ke
3. 10 122 00 Radial 2 Animated Half Circle USA UK D Linear 56 00 rkOffice 9 3 1 KPI s and auto updating data with Animated Gauges The Animated Half Circle opens up a few more options under the Gauge Style row With these new options you can select the KPI Low and High and select whether the Red values will be hidden on the low side or on the high side You can also select how update the date updates Title My Gauge Results 4 o Name ShipCountry o Value OrderlD w Function Count Distinct o Sort OrderlD Function Count Distinct x Sort z a Minimum 10 Maximum 150 Color 0 to 50 Red 50 to 100 Yellow 100 to 150 Green Gauge Style Radial Radial2 Animated Half Circle Linear KPI Low 75 KPI High 125 Update 3 sec Red Values Hide Low Target report o Continue to Misc Preview rkOffice 9 4 Gauges with Drill Down Effects ed 122 00 28 00 Cactus Comidas para llevar Argentina City Lo Phone Amount n gt gt Sans Arafo usa sun Buenesareargentns D sssss 522 Oc ano Atl ntico Ltda City Country Phone Amount 16 00 Buenos AiresjArgentina 1 135 5333 1 27 ONE SN EEE NEE EE ER EE 2983 Buenos Ars Phone Amount Contact us OBERE rkOffice In the Miscellaneous Tab Misc Tab you can add a title description header and footer to the report all with left middle or right justification Sharing and Scheduling are the tw
4. Shade Area Under Line Label Title Bottom My Test Report Value Title Left My left Title Value Title Right My Right Title Scale 150 Target report o Advanced Properties Orders by Country by Year My Test Report My left Title 8 5 Example of Funnel Chart The images below show the Funnel chart selection of the Chart tab Chart Type Funnel Title Records nn Label ShipCountry Function Group el Sort 9 Sort z a Value OrderlD Function Count Distinct x Show Percent Sa Target report Advanced Properties Continue to Chart2 Preview rkOffice Argentina 3 8 Austria 9 5 Canada 7 1 Germany 28 8 Sweden 8 7 BE UK 13 2 Zz USA 28 8 9 0 Example of Gauge Tab In the Gauge tab you can add a panel of gauges to a report There are four different types of gauges you can create Radial Radial 2 USA 45 4 80 Animated Half Circle Linear USA 10 38 66 94 122 150 rkOffice The Report below is showing the first 4 gauges based on the alphabetical order of the selected countries 9 1 Example of creating Four Gauges Name ShipCountry iy Value OrderlD Function Count Distinct o Sort w Function x Sort z a Minimum 10 Maximum 150 Color 0 CornflowerBlue 100 AliceBlue Gauge Style Radial Radial2 Animated Half Circle Linear Target report o Co
5. Trend Pie Plot Bar Funnel You can have multiple charts in one report or put multiple charts of summary information on a Dashboard to show key business metrics 8 1 1 None Selection When the chart type is None no chart appears Chart Type Trend Continue pia None Selection rkOffice 8 2 Trend Selection Chart Type Trend Title Orders by Month Records Date OrderDate Function Group Month Name vl Sort Y Sort z a E Value OrderlD o Function Count Distinct o Sort L Sort z a L Separator Function Group Year e Show Legend Y Show Value Labels Smooth Y Label Title Bottom Value Title Left Scale Trend Selection The table below describes the features of the Trend chart type selection Description Trend chart By choosing chart type Trend the chart appears in Trend format Date dropdown Will show all of your available fields that are dates menu Value dropdown Choose any value from the dropdown list menu Show Legend Show Value Labels Smoothing of the data points as seen in graph Figure x x above Label Title ART a Bottom Apr May Jun Jul Aug Sep My Chart Inserts a label centered at the bottom of the chart Value Title Left Inserts a label centered to the left of the chart Allows you to scale your chart to a percentage of the original size 8 2 1
6. fSiReportlist New Save bave As EERPrint Sol El ax Ea paa a NM Preview Tab Data Sources Fields Summary Chart Chart2 Chart3 Gauge Map Misc Style Filters Preview El report List New brisave brdsaveas Print 3 sab SS Axim bj A FE results 100 O Finance Report Financial Analysis of Freight Costs ShipCountry Canada Mexico USA Canada Ship City 2010 03 2010 04 2011 01 2011 02 2011 03 12 0 PIVOTS SECTION rkOffice The HROffice reports Pivot feature allows users to generate analytical data grids from within HROffice reports The Pivot feature essentially adds extra pivot columns to the right side of the report This is useful for comparing data over multiple categorical dimensions Below is an example of the Design and Output of a standard Pivot View of the Average Amount Spent on Freight Field Description Sort VG A Function ShipCountry o Ship Country Add pivot columns for OrderDate w using Group Year Calculate cell values on Freight x field with Average Add Subtotals Add Side Total Quick Add Remove pivot Continue to Summary Preview Ship Country 2010 2011 Format JE ent parent x function x function and 0 00 y format 9 2012 xk Tsss snol sns sn EE 12 1 Create a Simple Pivot Report 1 Click on the Data Sources tab and select desired data sources Ex
7. Select x UK y C Show Filters In Report Description At Least One The First The First Two Argentina 000 E ShipCountry x Equals Multiple Austria m Belgium Brazil z A _ Buenos Aires E lly t E E lly tl ShipCity Equals Multiple A E lly el la gt Please select the first two filters Require The First Two Parameters in Viewer rkOffice In the Summary tab below a table can be created that summarizes the chosen fields using different functions Ex Average Count Maximum and so on You can also make a group of fields by choosing the Group option from the Function dropdown menu 7 0 Summary Tab Most actions and properties available in the Summary Tab are available in the Fields Tab The only difference is the removal of the Quick Add and Pivot capabilities and addition of the Add Deltas checkbox For more information on performing a Summary refer to the Fields section EDn AT TEE x lt Report List _Inew save bpdsaveas Print 4 x w E M Results 100 100 Tell Title Records Field Description Sort Function Format ShipCountry Ship Country E Group lw o Br HT Freight Sum Freight E Sum 0 00 o E 41 le a PLESE 1 Add Subtotals Add Deltas Continue to Chart Preview Summary Tab Ship Country Sum Freight Y USA 13 771 29 Germany 11 283 28 Austria 7 391 50 Braz
8. 209 50 5 9 Add Pivot Add Pivot lets you generate analytical data grids and essentially adds extra pivot columns to the right side of the report Records Field Description SortVG A Function Format O O Ol le Js eet Add pivot columns for OrderDate 5 using Group Year function Calculate cell values on Freight wk feldwith Sum function and 0 00 format 9 Y CustomerlD Quick Add Remove piss yee review Freight OrderDate OrderlD RequiredDate ShipAddress ShipCity ShipCountry ShipName ShippedDate ShipPostalCode ShipRegion ShipVia rkOffice 6 0 Filters Tab In the Filters tab Error Reference source not found the fields of the table view chosen in the Data Sources tab can be filtered so that only pertinent entries appear in the table 4 Back LE u Das m m int ga est a wok I AZ a al RTF bd pn Results 1000 gt Filter Field Operator Value s Blank Param pa OD Mee et Require Parameters in Viewer Preview 6 1 1 Filter Field Dropdown Menu The Filter Field dropdown menu is a list of the available fields in the table view that have been selected or created in the Data Sources tab Select the fields to filter If joining tables view the title of the table view that the field is from appears in parentheses next to the name of the field Filter Field Companyhame ContactName ContactTitle Country Customerlll Fax Phone PostalCode Figur
9. A Function Format ShipCountry Country Group 7 ES 33 1 Freight Sum Freight E Sum x 0 00 gt T ly O 8 DI 57 BREI Add pivot columns for OrderDate y using Group Year amp MN x function Calculate cell values on Freight x field with Sum x function and 0 00 y format 9 Y Add Subtotals Add Side Total Quick Add Remove pivot Continue to Summary Preview rkOffice Finally here are the results of the report with Pivot Country Sum Freight Y 2011 Jan 2011 Feb 2011 Mar 2011 Apr 2011 May 2011 Jun 2011 Jul 2011 Aug 2011 Sep 2011 Oct 2011 Nov 2011 Dec mon _ TT KC CC CC KC NE men une as mx Am EE EEE IS EE IES IC IC sus IAS IEC IE IRTE IE France 267 u48s 2450 m7l 403 96 sus sis lt 63 ss suse seso rsse 9 00 8 237 56 1 399 77 306 55 523592 998 13 482 68 285 64 711 13 1 232 18 321 29 60453 421 02 1 238 72 To make the report more consumable you might also want to add highlighting to show the months with lows values For this click on the Advanced Field Settings icon on the pivot field where you are calculating cell values on the far right of the image below Then set the Cell Highlight to 0 to 50 Red Text Highlight Cell Highlight 0 to 50 red Value Ranges example 0 to 10 Under 10 10 to 100 10 100 Here is the result Ship Country SumfFreight 2011 Jan 2011 Feb 2011 Mar 2011 Apr 2011 May 2011 Jun 2
10. Continue to Fields Countryld Customerld DateDeleted DatePlacing Name StandLocation Statusld WizardTypeld rkOffice The Foreign Table dropdown menu below is a list of the tables views that have been selected in the Table dropdown menu other than the one in that row Select the table view to join the table view in that row Join Field Dropdown Menu Data Sources Fields Summary Chart Chart2 Gauge Map Misc Filters Preview A EJReport List New pJsave pjsaveAs print J El fw 8 E Results 100 v Distinct Allow nulls Data Sources Tables and Views vw_ReportCandidatesFull v vw_ReportCandidatesFull vj vw_ReportVacancies v Id v Sell sy Tris vw ReportCandidatesFull Foreign Table Dropdown Menu The Field dropdown menu is a list of fields in the table view that are selected in the Foreign Table dropdown menu to the left Select the field to join with the table view in that row Candidate PlaceOfBirth Candidate Salary Candidate SocialSecurityNumber S Calendar Reporting Candidate Statusld Candidate StatusName Candidate street Candidate Tel Candidate TwitterAccount Candidate ZipCode Filters Preview Customer ld A Em Results 100 v Customer Name JobBoard Id JobBoard Name Vacancy ld v vw _ReportCandidatesFull v Vacancy td vif Field Dropdown Menu rkOffice Most users choosing to use the Advanced Mode need to have a clear understanding of the dat
11. Example of Trend Chart showing Vacancies by Month Chart Type YP Trend Title Vacancies per month Records Date DatePlacing Function Group Month Name al v Sort W Value ld Function Count vr 0 000 7 Sort rkOffice In this example we will modify the trend chart created in 8 2 1 above by separating the data by year and smoothing out the graph 8 2 2 Example of an Advanced Trend Chart Report ES 2006 2007 ES 2008 Jan Feb May Jun Jul Aug Sep Oct Now Dec 8 3 Pie Chart The images below show the Pie chart selection menu of the Chart tab Chart Type Pie a Title Vacancies per month Records Label DatePlacing Y Function Group Month Name r Sort D Value ld Function Count 0 000 Sort O Pie Chart Selection The table below describes the Pie chart selection De NEE EEE Pie chart By choosing chart type Pie the chart appears in Pie format Label dropdown menu Choose any label from the dropdown list Value dropdown menu Choose any value from the dropdown list Description of Pie Chart Selection 8 3 1 Example of a Pie Chart showing the percentage of Vacancies from each country Chart Type Pic Title Vacancies per month Records Label DatePlacing Y Function Group Month Name Fl Sort J Value Id Y Function Count rv 0000 Sort Canada ico in Sweden Finland Austria Ireland Belgium Switzerland Venezuela Denmark Argentina Portugal UK and kalend Franc
12. control the filtering behavior in the report viewer They do not affect the Preview tab of the report designer Blank Checkbox To use this first set a Filter Field and then set an Operator If Blank is checked the filter will return data which matches the Value s dropdown textbox and also data which has a blank null value in that field In the example above if Blank is checked and then viewed in the report viewer then the user would see all of the data where the ShipCity begins with s and all of the Address records which are blank or null Param Checkbox To use this first set a Filter Field set an Operator and then set Value s as in the previous example This will display the filtered report in the report viewer and allow the user to change the filter value If it is not checked then the filter will not be visible to the end user and the end user will not be able to change the filter The example above shows a filter which will display a report in the report viewer where only the Mn 77 Address fields which begin with s will be shown However a user will be able to change the s to a t and update the report if desired 6 1 5 Other Buttons on the Filters Tab The xj F gt and l function buttons of the Filters tab are shown below ee Click this button to delete the row the button is on rROffice Insert Row Click this button to i
13. requires you to have followed the HROffice Dynamic Reporting training E See PRR a RTE lt B Report Li ave Weave AS Print JUL A x w Results 100 v Records Field Description Sort VG A Function Format m jan laa ES 1 OrderlD Quick Add Add Pivot Continue to Summary 3 0 Report Viewer The Report Viewer lets you easily modify a previously create report and save a variation print it export to various formats and share it through email No knowledge of the system is required PD HI m Repor st ypSave IyiSave As Print lt a B ws RIF A Results 100 Y Design pivot OrderDate Group Year 8 Quarter v Wi Customer Delete Field Filter EmployeelD pagat PSUS po ee nS Nene a Operator Value s Blank OrderDate OrderlD a RequiredDate Argentina E ig ShipAddress y Equals Multiple x Austria o Bta ShipName Belgium ShippedDate Brazil v ShipPostalCode _ ShipRegion D Bta ShipVi Finance Report Financial Analysis of Freight Costs Ship City 2010 03 2010 04 2011 Q1 2011 Q2 2011 Q3 2011 04 mal 2 5243 73 Ship City 2010 Q3 2011 Q1 2011 Q2 2011 Q3 2011 04 103 67 140 70 83 49 453 96 86 07 11 99 gt I ak Le A os Be as E EE DE Za rkOffice 3 1 Building your first report a quick start e Navigate to the HROffice Dynamic report tool HR 7 Home Vacatures Kandidaten Talent pools
14. that row Properties Table 4 Function Buttons of Fields Tab rkOffice Functions allow you to perform calculations on the data and can be chosen from the dropdown menu based on the data type of the selected Field 5 5 Functions Drop Down Link to external Article on SQL Functions w3schools com Text String Functions Available Field Description Sort VG A Function ShipCountry nvarchar o Ship Country 7 Count Count Distinct Maximum F Add Subtotals Add Side Total Minimum Group Date Time Functions Available Field Description Sort VG A Function OrderDate datetime e Order Date o O A u OH Oo Count Count Distinct Maximum Add Subtotals Add Side Total Minimum Group Day 7 rr T m Group Month Quick Add Add Pivot Continue to Summary Preview Group Y ear Group Month Name Group Day of Week Group Date Group Year amp Month Group Year amp MN Group Week Group Year amp Quarter Days Old Average Days Old Sum Days Old Group Numeric Functions Available Field Description Sort VG A Function OrderlD int o Order ID a oo m x aa Count Count Distinct Add Subtotals Add Side Total Maximum Minimum ha i gt m Sum Quick Add Add Pivot Continue to Summary Preview Sum Distinct Group rkOffice Functions Table A AA Takes Maximum value of a field Group Week Jul 01 Jul 07 Sunday to Saturday of Week Group Year
15. 011 Jul 2011 Aug 2011 Sep 2011 Oct 2011 Nov 2011 Dec austria JE ASS 631 74 LL 789 95 339 22 Lo 131 90 e7790 s i7aso 272 47 117 33 731 26 147 06 83 30 66 69 349 13 Belgium __ a NE IES sul E IE E E E E Canada 1 687 76 440 83 57 75 243 73 5 257 56 1 399 77 30655 923502 990 13 492 66 205 60 711 15 Silo 321 20 6043 3421 02 1 238 72 rkOffice The HROffice Maps add on provides interactive geographical visualization to the reporting experience 13 0 HROffice Maps In the report below we are shading the colors of the states based on the sum of the freight applying a hover over that shows the top products by state and displaying an indicator bar on the location of the postal code while showing the number of orders vertically in the bar 5060 chow oee 635350505663 H Report Lis New rj Sav ri Save As o Prin z sol RIF A A x W 2 RIE gt Results 100 Map Type USA x Zoom To Data F Shaded Region State ShipRegion y Shading Freight Function Sum y Target report SubreportsiTop Products by iy Effect Hover x Fill Color From White z Fill Color To Red y Label Indicator Bar City y Postal code ShipPostalCode y Latitude iy Longitude x Value OrderlD Function Count gt Target report y Effect e Label 120 380 770 1 500 1 800 6 700 rkOffice Feature Description M
16. Dynamische rapportage module V1 HROffice rROfhce HROffice Reports Report Design Guide Revision 2 Copyright 2002 2012 HROffice All rights reserved Information in this document including URL and other Internet Web site references is subject to change without notice HROffice MAKES NO WARRANTIES EXPRESS IMPLIED OR STATUTORY AS TO THE INFORMATION IN THIS DOCUMENT Unless otherwise noted the companies organizations products domain names e mail addresses logos people places and events depicted in examples herein are fictitious No association with any real company organization product domain name e mail address logo person place or event is intended or should be inferred Complying with all applicable copyright laws is the responsibility of the user Without limiting the rights under copyright no part of this document may be reproduced stored in or introduced into a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise or for any purpose without the express written permission of HROffice HROffice may have patents patent applications trademarks copyrights or other intellectual property rights covering subject matter in this document Except as expressly provided in any written license agreement from HROffice the furnishing of this document does not give you any license to these patents trademarks copyrights or other intellectual property
17. Kalender Rapportages Webshop HROffice Gebruiker Statische rapportages Dynamische rapportages Job Alert rapportages e Click the Design A New Report link Add new report e Select a report data source in the Data Sources tab the drop down contains tables and views like Invoices or Orders Jd Create reports Data Sources Fields Summary Chart Char Gauge Map Misc Filters Preview A E Report List Mew fave fave AS Print 3 Es wr ES aig Results 100 vr Distinct 7 Allow nulls Data Sources Tables and Views vw_ReportCandidatesFull r vw_ReportVacancies T ld Y yw_ReportCandidatesFull Vacancy ld r EJ vw ReportCustomers hd Y vw_ReportVacancies Yv Customerld r EJ Continue to Fields rkOffice e Select one or more fields such as LastName or VacancyID from the Field drop downs Data Sources Fields Summary Chart Chart2 Gauge Map Misc Filters Preview A Report List New bisave hr save As Print 3 amp 9 a Results 100 v Records Field Description Sort VG A Function Format LJ LJ mas z v E w 1 ontinue to Summary vw_ReportCandidatesFull Candidate AvailablePer Candidate BIGNumber Candidate BirthDate Candidate City Candidate Countryld Candidate CountryName Candidate CustomFunctionld Candidate CustomFunctionName Candidate EducationLevelld Candidate EducationLevelName Candidate Email Candidate EntryDate Candidate FacebookAccount
18. Location field 9 Click the Preview tab Now the data is sorted Let s save the report 10 Click on the Save as tool bar button name your report for example Vacancies per Location and enter the category you want the report to be shown under for example Training click ok Now you have a saved HROffice report Stand Location Name Date Placing sadada Servicedesk Medewerker C2C 21 1 2013 IJmuiden test twitter 2 10 2013 Heemstede Servicedesk Medewerker BAC 15 2 2012 Heemstede Financial Planner 11 4 2012 Heemstede Account Manager binnendienst 13 4 2017 Haarlem Senior Webanalist 15 2 2012 Haarlem IT Specialist 15 2 2012 Vacature met extra vragen 9 1 2014 Vacature 16 1 2014 Screen shot from final report made in this example 3 5 3 Visually Grouping amp Subtotal Function Goal The goal of this example is to demonstrate the power of the Visually Grouping function and subtotal function using the report created in the previous example 1 If you do not have the example open from before then you will need to load it by clicking the link above 2 Notice how some vacancies have multiple locations listed We can visually group by the locations and have a cleaner report Click on the Fields tab 3 Click the VG check box in the StandLocation field row Note When using VG it must be the first field in the fields tab If the field you select to Visually group by is not the first field then use the up arrow icons to make it the fir
19. Orders 2 Click on the Fields tab Select the desired Fields names amp attributes Sorting VG Function amp Format for the report Ex ShipCountry Before Pivot Field Description ShipCountry boo UC FT Add Subtotals Quick Add Add Pivot ship Country Continue to Summary Sort VG CT Preview rkOffice After Pivot Field Description Sort WG A Function Format ShipCountry Ship Country 0 En EJ ea fT Y oom TES tt Add pivot columns for OrderDate Calculate cell values on Freight field with SAMBER function and 0 00 format FT Add Subtotals Quick Add Remove pivot Continue to Summary Preview Essentially the pivot capability adds additional columns based on the data to the right of the report In this example the first column is essentially a standard report and the 2010 2011 2012 columns were added by the pivot capability Standard Report View Ship Country Columns added by Pivot 2010 2011 2012 85 75 96 99 153 32 12 2 Create an Advanced Pivot Report Let s use these concepts to develop a more sophisticated report that shows us a monthly time series report for each country visually grouped by employee In this report we want to show the Top 5 companies that accounted for the most freight in 2011 and breakdown the analysis by month Here is what the design screen would look like for this report Records 5 Field Description Sort VG
20. Plot chart By choosing chart type Plot the chart appears in Plot format X axis dropdown menu Choose any field from the dropdown for the X axis Y axis dropdown menu Choose any field from the dropdown for the Y axis Description of Plot Chart Selection rkOffice 8 4 Bar Charts The images bellow show the user selection parameters for a simple Bar Chart which counts the number of distinct orders by country Chart Type Bar x Title Records Label ShipCountry y Function Group x Sort Value OrderlD Function Count Distinct J Sort Advanced Properties Continue to Chart2 Preview Finland Germany Switzerland Mexico Sweden Argentina Austria UK Poland Canada Ireland Norway France Belgium Spain Venezuela Den mark Portugal The table below describes the Bar chart selection entries ee Bar chart By choosing chart type Bar the chart appears in Bar format Label dropdown menu Choose any label from the dropdown list Value dropdown menu Choose any value from the dropdown list Description of Bar Chart Selection 8 4 1 Example Bar Chart Chart Type Bar o Title Orders by Country by Year Records Label ShipCountry x Function Group Sort E Sort z a E Value OrderlD Function Count Distinct x Sort E Sort z a Separator OrderDate o Function Group Year o Line Value w Function o Show Legend Y Show Pareto a Stacked Y Horizontal Y
21. WT Multiple ETL Popup Comparison Is Less Than Field OO EE _ _ _ _____ Field Equals Field Multiple Field Joins when needing to join on multiple fields or keys Not Equals Field __________________ rkOffice Available for Al No filter is set for the report seed in the report included in the report Use Previous OR How to Use Previous OR KB You can use the Like operator to find values in a field that match the pattern you specify Like sa could return sam samurai or raisan Begins With Begins with the values you set Ends With Ends with the values you set Isn t Like Isnt Like sa would not return any results with sa in it Date Time Operator Value s Between Calendar en A July 4 2012 Between Calendar iption Parameters in Viewer 2 4 In Time Period Current Quarter Previous Quarter Current Year Previous Year Current Month Previous Month Current Week Previous Week Today Yesterday In The Future In The Past Next amp Last 30 Days Last 30 Days Last 7 Days You can use the standard values above or create your own custom timespans Add New Time Period KB Less Than Days Old Greater Than Days Old Equals Days Old rROffice 6 1 4 Blank and Param Checkboxes Filter Field Operator Value s Blank Param 1 ShipCity x Begins With els 1 WE Am l At et Filter Selection The Blank and Param checkboxes see image above allow you to
22. abase schema image below which is a blueprint of how the data is organized in the database to be able to quickly join tables together This mode does allow for greater flexibility in selecting the types of joins that can be performed but is not recommended for most users 4 2 2 Understanding the Data Model EmployeeID 8 En m Territories gf Tertonid TerritoryDescription RegionID 2 3 alalelalalalela siglelal li eportsTo Example of database Schema Diagram rkOffice 5 0Fields Tab Data Sources Summa Chart Chart2 Gauge Map Mis A SJReport List New Ldsave hp save As ESpPrint 3 Ex w 2 Ea Results 100 v Records Field Description Sort VG A Function Format A 4 A t re gt vw_ReportCandidatesFull ontinue to Summary Candidate AvailablePer Candidate BIGNumber Candidate BirthDate Candidate City Candidate Countryld Candidate CountryName Candidate CustomFunctionld Candidate CustomFunctionName Candidate EducationLevelld Candidate EducationLevelName Candidata Email Fields Tab After selecting the data sources you want to display as in the previous step continue to the Fields tab In the Fields tab you will choose which fields you want to display and be able to apply various formatting options Listed below is a brief description of the properties available in the main Fields tab screen ve Arithmetic Performs basic calculatio
23. amp Quarter 2012 Q3 Days Old 342 Number of Days from Today s Date Sum Days Old 782 Sums the Number of Days from Todays Date rkOffice The Format dropdown menu is a list of formats for the entries of the field selected in the Field dropdown menu directly to the left to appear in Depending on the Field data type and the function you will have differing options for formatting The main two formats used will be available for all numbers and dates 5 6 Format Dropdown Menu Field Description Sort VG A Function Format ShipCountry nvarchar of Countries Count Distinct Ka 0 000 E Al 0 000 0 000 00 0 00 Add Subtotals Add Side Total 100 0 0 0 00 Quick Add Add Pivot Continue to Summary Preview 0 000 0 of Group with rounding of Group Gauge Gauge variable Dash Gauge Format Dropdown Menu Numeric Formats Available a a A Displays the number as it is stored in the database 0 00 Displays as currency with two 500 00 decimal places 100 Displays the Number 100 In 5 00 currency format O Displays with one decimal place 500 0 Displays with two decimal places 500 00 Displays with three decimal 500 000 places Displays the number as a 50000 percentage of Group with Same as of Group but rounds 100 0 only one selected value rounding to closest tenth ex 1 11547 500 would be 1 1 of Group Calculates the percentage of the row value to the entire group of va
24. ap Type Map Type USA Zoom To Data e World Europe Shaded Region USA _ Australia Zooms to the region or state the data is in Select the field where state data is located Selects the field and function you will use for shading Fill Color From To Fills the color of the shading from a selected color to a selected color Label 1 one displayed Sets the text displayed for the Legend Insert Text 120 380 null En 1 800 6 700 Postal Code Select the field where postal code data is located Latitude Longitude Select the field where GIS data is located for lat long Sets the field and function you will use in the indicator bar Label 2 4 one displayed eaten nsert Tex 1
25. ck the Save button to save your report Enter a name and category required please use either Vacancies or Candidates as descriptions because otherwise nothing will be shown in the Save dialog box Robert van Roode Yves Grave Input report name Category Candidates T L LL Henk de Groot Siaak Witte You now have your first functional report This is a very basic example and HROffice Reports offers far more capabilities rkOffice 3 2 The Design a New Report Link Add new report Design a New Report Link This is a special link Clicking this link takes you to the report designer where you can create a new report 3 3 The View Design and Modify Buttons The view button allows you to view a report The design button allows you to make an advanced customization to the report by loading the report in the report designer rROfhce d Back Ejreportlist New Save JSaveAs bPrint 3 sal Ei A Ww 3 ha y Results 1000 3 4 Toolbar Toolbar Buttons The table below describes the functions of the Toolbar buttons Description Back 4 Back Goes to the browser s previous page _ New New Creates a new report LJ save LJ Save AA Gea Print Saves a report Save As Allows a new report name to be saved Print PDF Export Saves the report as a PDF document IE Runs the report in the web browser Schema Display database diagram Views the report in SQL mode Saves the re
26. d to it will automatically be disabled After you will select the next table to join the list of available checkable tables will be refreshed rkOffice In Advanced Mode you will have to select the relationships that exist between the tables or views yourself You will start with a drop down menu that lists the various Tables and Views that are available 4 2 Advanced Mode dl Create reports Data Sources Fields Summary Chart Char Gauge Map Misc Filters Preview dh S Report List Mew save save As Print 3 Eh a Results 100 7 Distinct 7 Allow nulls Data Sources Tables and Views vw_ReportCandidatesFull r dell vw ReportVacancies ld Y vw_ReportCandidatesFull Vacancy ld y E Continue to Fields lly To join two tables and or views they must have fields with identical entries For example both the Candidates Full and the Vacancies tables have the same VacancyID field that contains one of several possible entries name vacancyID s location and so on Foreign keys are not required to have the same name but must possess a relationship that results in data when joined together The Join Field dropdown menu below is a list of the fields contained in the table view selected in the Table dropdown menu to the left Select the field that has identical entries as the table view that it needs to be joined with Data Sources Tables and Views vw_ReportCandidatesFull v vw_ReportVacancies v ld viz
27. e 6 1 Field Dropdown Menu rkOffice 6 1 2 Filter Operator Dropdown Menu and Value s Filter Field Operator values ShipCity Begins With s Freight Show Filters In Report Description lsnt Blank _ Use Previous OR Require Pa Comparison ls Less Than ls Greater Than Between Isnt Less Than Isnt Greater Than Isnt Between Preview Operator Dropdown Menu and Value s The Filter Operator Drop down lets you select your operator based on the data type that has been selected in the filter the filter fields available are only those under the Tables or Views selected in the Data Sources tab Data Type Categories Available Comparison Equivalence Field Comparison Date Time All of the above and Date Time 6 1 3 Operator Categories Is Less Than Is Greater Than rkOffice Equals Enter the value s directly Filter Field Operator Value s 1 ShipCountry a Equals a usa uk Equals List Allows you to copy paste a list of values from a csv file Equals Ul Autocomplete UK USA Start typing the value and it will autocomplete for you Equals Select Select a single value from a drop down list for a particular field Equals Multiple Select multiple values from the drop down list Equals Popup Select the values from a pop up menu JlArgentina yv Austria Belgium Brazil Canada Denmark Finland France Germany Doesn l Doesn t Equals ES N ee
28. e USA Brazil Germany rkOffice In this example we will modify the pie chart created in the pie chart above in Figure x x by separating the data by year so we can see Which countries had the most orders each year 8 3 2 Creating an Advanced Pie Chart Report Chart Type Pie a Tite ri by Coni and Year Record f0 Label ShipCountry w Function Group Sort E Sort z a E Value OrderlD w Function Count Distinct vl Sort Y Sort z a E Separator OrderDate w Function Group Year Ka Show Legend Y Show As 3D Explode largest slice v Show Percentage v Show Value Labels Show Slice Labels v Combine Bottom 0 Chart Type Doughnut o Scale Target report as rkOffice gt 48 9 0 0 Germany 51 1 2006 France 16 6 Brazil 17 9 UK 12 8 SA 27 2 2007 Brazil 27 7 USA 25 5 USA 38 6 0 0 Germany 33 7 8 3 3 Plot Selection The images below show the Plot chart selection of the Chart tab rkOffice Chart Type Plot Title Records X OrderDate x Function Group Year amp MN Sort Y Sort z a Y OrderlD w Function Count Distinct le Separator Function E Show Legend v Connect Auto Scale W Scale Advanced Properties Continue to Chart2 Preview Plot Selection 2010 Dec 2011 May 2011 Oct 2012 Mar The table below describes the Plot chart selection Description
29. er Buttons on the Fields Tab oooooooncccononccononanananonananinnanaconnanna rana nocanonacrancnnacananoos 22 5 5 Functions Dire one 23 5 6 Format Dropdown MENU ee ener 25 5 7 cn AA A 27 5 8 Advanced Field Settings Button ooomooccccononccnancnnonannanaconanancccancnna ronca nocnananorancnna ronca nccnanoss 28 5 9 PPP 30 6 0 BIS Tabs os 31 6 1 1 Filter Field Dropdown Menu eneen seerennereenserernnerernverenserernerernvervens 31 6 1 2 Filter Operator Dropdown Menu and Value S nnee neen enneerenn 32 6 1 3 Operator O 1 AAA A Oa een 32 6 1 4 Blank and Param Checkboxes enen enneesenneeeeonerrenereenserersserernseernsererenereens 35 6 1 5 Other Buttons on the Filters Tab isso ra rai 35 6 1 6 Other Filter Features ernennen au ine 36 7 0 Summary TID ni ii ii ice 38 7 1 DOLA SEE EEE NENNEN EEE e e OU E A 39 8 0 A A A e o nn ohannes 40 8 1 1 Ti PP o a a OO ee ee 40 8 2 Trend Selec nr 41 8 2 1 Example of Trend Chart showing Vacancies by Month neee 42 8 2 2 Example of an Advanced Trend Chart Report occoocnccconncnooncnonanononanononanononcnccnnanccnnnnonos 43 8 3 LO e PUC O TO o nen ea 43 8 3 1 Example of a Pie Chart showing the percentage of Vacancies from each country 44 8 3 2 Creating an Advanced Pie Chart Report oooooonncccccnccccconccononcninoncnononanononanonancnonanano nan nnonn nos 45 8 3 3 Plot Selection eee ccesscccsssccssseccsscecesseecescsseceuscc
30. esseecesssecessecesssecesseceesecessseceesstecenstesensteses 46 8 4 BT e o ee nee ee a o 48 8 4 1 Example Bar CHAR sra 49 8 5 Example OF Funnel Charl eraser tallarines 50 9 0 Example of Gauge TaB nue anne iia 51 91 Example of creating Four Gauges uueeeeessseeeennseenennennnnnnennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnsnnnnensennnnnnnn 53 9 2 Example of creating the Top 4 Orders by Country Gauges nennen 54 9 3 changing Color Ranges sarria taa 55 9 3 1 KPI s and auto updating data with Animated Gauges nnen 57 9 4 Gauges with Drill Down Effects o ooooonnccononiconanaconanncconanncrananorananorananorananonnncrananoraranornanos 58 100 MeCD enge ee ee ee ee re eee 59 10 1 Scheduler ano nano conocio nn cann cnn co nano conocio nan n taattu ttar arcano nan nn ra nnn anar arranco anar nano rn nc cnana ans 61 11 0 ToolbaR And Preview eesesseennnnnnnnnnnnnnnnnsssssnnnsnnnnnnnnnnnnnnnnnnnnnssssnnnnnnnnnnnnsnnnnnnnnnnnnnnsnsnnnnnne 62 11 1 PREMIE VAD papada 63 12 0 PIVOIS SECTION ee T 64 12 1 Create a Simple Pivot Report ccc csssssscessssscessescesssescecessesecsssesscesseescesssessessesecesseesceesees 64 12 2 Create an Advanced Pivot REport ccccccccssssecsssseccesscecccssseecessssseccesseeccessseecessueeessseeeeesaes 65 13 0 HRO Office Maps ee ee 67 rkOffice 2 0 Report Designer The Report Designer lets you create new reports and modify existing reports Usage of the designer functionality
31. il 4 880 19 France 4 237 84 Sweden 3 237 60 UK 2 954 27 Ireland 2 755 24 Venezuela 2 735 18 Canada 2 198 09 Denmark 1 396 19 Switzerland 1 368 53 Summary Results rkOffice 7 1 Deltas Delta means Change In Any time there is a change in a quantity that change is calculated by taking the later value for that quantity and subtracting from it the earlier value for that quantity This can be used in a report by selecting Add Deltas under the Summary tab Select the Add Deltas checkbox under Summary tab Repons Osta Sources las Frere summery chore cause mise sive J Preview i Report List New pqSave pqSave As GiGPrint sol wl A m A Show records Field Description Sortla z Sort z a WG A Function Format CustomerName OrderDate UnitPrice 0000 Report view showing Summary with Delta Group Customer Mame Sum Unit Price Sum Unit Price Result The Deltas show the change in the Unit Price over the period of time rkOffice In the Chart tab a chart can be created using the data in the table view selected on the Data Sources tab Data Sources Feiss summar chan crane chars Gauge wan Mac Sve Fite even TE E Report List _ New bpdsave bpdsavers Zen 37 A B sm a Bj qe rents 100 10 8 0 Chart Tab Chart Tab The Charts Tab lets you create different variations of charts including
32. ith abc com sales abc com rkOffice 11 0 Toolbar And Preview 4 Back Report List New save LJsave As Print sol Ex A wl ES Ed Results 1000 Toolbar Buttons The table below describes the functions of the Toolbar buttons Description Back 4 Back Goes to the browser s previous page _ New New Creates a new report Ly save Ll Save as ea Print 21 50 Saves a report Save As Allows a new report name to be saved Print PDF Export Saves the report as a PDF document IE Runs the report in the web browser Schema Display database diagram O UN lt Views the report in SQL mode Saves the report as a CSV file Excel Spread sheet Saves the report as a MS EXCEL file Word Document Saves the report as a MS Word document XML document Saves the report as a XML document Open office document Saves the report as an Open Office Document RTF document Saves the report as a RTF document Back to Report List Takes you to the Report List screen E mail E mails a report to a client Settings Takes you to Settings aspx page 8 rkOffice In the Preview tab see image below a preliminary version of the created table can be viewed along with its Summary table Chart s Map Gauges along with any other properties that have been set Go back and change selections in the previous tabs and see how they affect the table by returning to it in the Preview tab 11 1 Preview Tab 4 Back
33. lues Shows value in a Linear Gauge instead of a numerical value Gauge variable Shows values in a Linear Gauge which changes format due to values Dash Gauge Shows values in a Linear Gauge which changes format due to values Date Time Formats Available Field Description Sort VG A Function Format OrderDate datetime a Order Date Group Date Ka D amp T long BI ms mes 8 Short Date Long Date Short Time Add Subtotals Add Side Total Long Time Full short Full long Quick Add Add Pivot Continue to Summary Preview D amp T short D amp T ie mo Format pps o Bams OOOO Displays the date as it exists in the database 7 4 2012 12 00 00 AM Displays date using the mm dd yyyy format 7 4 2012 Long Date Displays the day of the week month numeric day Wednesday July 04 2012 and the year Displays time as hh mm AM PM 12 00 AM Displays time as hh mm ss AM PM 12 00 00 AM Full short Displays the Long Date format followed by the Wednesday July 04 2012 4 34 Short Time format PM rkOffice Full long Displays the Long Date format followed by the Wednesday July 04 2012 Long Time format 4 34 52 PM D amp T short Displays the Short Date format followed by the 7 4 2012 4 34 PM Short Time format D amp T long Displays the Short Date format followed by the 7 4 2012 4 34 52 PM Long Time format Date Format Dropdown Table 5 7 Quick Add Quick Add lets you add multiple fields to the report a
34. metic Check Boxes Table 3 explains the Sort Group and VG Check Box features ee Sort check box Sort z a under Advanced Breet VG check box Arithmetic Check this box if you want the table view to be sorted by the field selected in the Field dropdown menu to the left in ascending order This check box is in the advanced properties of the row and can be set if you want the table view to be sorted by the field selected in the Field dropdown menu to the left in descending order Check this box to change the column for the field selected in the Field dropdown menu to the left into subheadings Arithmetic Performs basic calculations x and concatenation of text Calculated Fields KB Descriptions of Sort Group and VG Check Boxes rkOffice 5 4 Other Buttons on the Fields Tab The EJ and gt function buttons shown in Figure 5 1 are for the rows that they are in Field Description Sort VG A Function Format CustomerID Customer ID nn of 7 TE Figure 5 1 Function Buttons of Fields Tab Table 4 describes the function buttons of the Fields tab sm m Click this button to delete the row the button is on Insert Row button Click this button to insert a row above the row the button is on above Insert Row button Click this button to insert a row below the row the button is on below yf Allows user to move a row up or down in the list Advanced Advanced properties for
35. ns x and concatenation of text Other buttons On the far right you can delete insert move or set advanced properties Records Sets the number of records to display which is used many times to add a Top to the query result such as Top 10 Customers by Revenue rkOffice The Field dropdown menu is a list of the available fields in the table view that is selected in the Data Sources tab If joining tables view the title of the table view that the field is from appears in parenthesis next to the name of the field Select the fields to display The entries in the list that are in Bold are the table datasource names 5 1 Field Dropdown Menu vw_ReportCandidatesFull Candidate AvailablePer Candidate BIGNumber Candidate City Candidate Countryld Candidate CountryName Candidate CustomFunctionld Candidate CustomFunctionName Candidate EducationLevelld Candidate EducationLevelName Candidate Email Candidate EntryDate Candidate FacebookAccount L Field Dropdown Menu 5 2 Description Automatically Inputs the name of the associated Field You have the option to change the description and it will appear as the new title when displayed Field Description Sort VG A Function Format ll ll A Candidate City r City of Candidate I Mi wo vr Eg Description rkOffice 5 3 Sort VG amp Arithmetic Check Boxes Field Description Sort VG A Function Format u gr 1 Sort VG amp Arith
36. nsert a row above the row the button is on button above Insert Row Click this button to insert a row below the row the button is on button below Allows users to move a row up or down in the list Table 7 Descriptions of Buttons 6 1 6 Other Filter Features Feature Description O O O Viewer Viewer accessing this report in the Report Viewer Filter Logic Conditional Filtering Ex 1 OR 2 AND 3 OR 4 HROffice reporting allow you to have an arbitrary number of filters on a new report These filters can even be applied with custom logic which you define The text box in the Filters Tab labeled Filter Logic is where you configure this logic Once you change its text this setting goes into effect The example 1 OR 2 AND 3 OR 4 is applied using parenthesis to guide the order of operations Results will be filtered conditionally based on meeting either Filter 1 or Filter 2 in addition to meeting either Filter 3 or Filter 4 More simple and more complex advanced logic filters can be constructed If you have a mere 2 filters a simple 1 OR 2 will force your results to be meet one or the other of your filters Alternatively you can nest parenthesis and combine logical operators to form sophisticated advanced filters rkOffice The example below requires the user to select at least two parameters before the report will run in the Report Viewer Require Parameters in Viewer 3 ShipCountry o Equals
37. ntinue to Misc Preview Gauge tab contents My Gauge Argentina Germany 10 N 45 45 b Y 80 80 115 Y 115 ya 150 150 16 00 122 00 rkOffice In the following example you will see the gauges of the four countries with the greatest number of orders 9 2 Example of creating the Top 4 Orders by Country Gauges You can add four different types of gauges Title My Gauge Results 4 o Name ShipCountry e Value OrderlD Function Count Distinct o Sort OrderlD Function Count Distinct x Sort z a Minimum 10 Maximum 150 Color 0 CornflowerBlue 100 AliceBlue Gauge Style Radial Radial 2 Animated Half Circle Linear My Gauge Germany USA UK TR N 45 45 45 y 7 80 80 80 115 115 150 150 150 56 00 rkOffice To change color ranges for the gauge enter in a percentage range for each color or enter a range of specific values 9 3 Changing Color Ranges Color 0 to 50 Green 50 to 100 Red Gauge Style Radial Radial 2 Animated Half Circle Linear My Gauge Germany USA UK 10 10 10 45 45 45 80 80 80 115 115 115 150 150 150 122 00 122 00 56 00 OR Color 50 green 100 red Gauge Style Radial Radial 2 Animated Half Circle Linear Finland Italy Brazil USA 10 10 10 45 45 45 80 80 80 115 115 115 150 150 150 22 00 122 00 28 00 OR Color 0 to 50 Red 50 to 100 Yellow 100 to 150 Green Gauge Style Radial My Gauge Germany
38. o most popular features under this tab Reports Data Sources Fields Summary Chart Gauge Map Style Filters Preview Rep art List New gt yy save As 3 Print sol Ex Al wW E RTF E Results 1000 ES Report Header Image Justification 10 0 Misc Tab Title _ OS Header Footer Share With Rights None Owner DefaultAdministrator Dril Down Key Schedule Repeat type 12 00 AM 1 2 January 2 2009 el amex 6 gt Recipients rkOffice Feature Description Report Header Image Justification Allows you to move the Report Header to the left middle or right Title Enter the title of the report Examples below use INSERT TEXT as input Ship Country Description Enter a description for the report INSERT TEXT Ship Country Header Allows a user to set a report header INSERT TEXT Ship Country Footer Allows a user to set a report footer Je z INSERT TEXT rkOffice 10 1 Scheduler Schedule Set the schedule date and time Repeat Type Set the repeat frequency Send Email As Sets the format in which the email is sent Recipients Enter a comma separated list of recipients Share With Rights m Every Da Everyone o Full Access o Every Weekday Every Week Every Two Weeks Owner DefaultAdministrator o Every Quarter Alert Hourly Schedule Alert Dail Send Email as 08 00 AM w 1 September w 2012 w est 5S w Link w Recipients jsm
39. own Style Automatic Subreports Product Quantity Url Subreports Top Products by State Drill Down Style Link opens in same browser window Link New Window opens in new browser window Embedded embeds the drill down results into the main report Popup opens the results on a pop up screen Hide this field Sort 2 8 E italie a Bola M With Label Justification M Value Justification Subraport a y Drill Down Style Uri example Psge sspx7id 0 4value 1 Subtotal Function Default A Gradient Cells Shading Text Highlight Cell Highlight example 5 to 8 Blue 7 to 10 Red Value Ranges example O to 10 Under 10 10 to 100 10 Expression example COUNT A SUM B OK SubTotal Function Subtotal Function adient Cells Shading ey Text Highlight Count Count Distinct Cell Highlight Maximum Minimum Gradient Cells Shading Sets a gradient effect shading the affected cells Canada Ship City Total Text Highlight Highlights the text for the given range Can use any color from list on Styles Tab color drop down Example 5 to 6 Blue 7 to 10 Red Cell Highlight Highlights the cell for the given range rkOffice Value Ranges Let s you set text values for number ranges so if you set O to 10 Under Vancouver would say Under from above Vancouver Under 2 198 09 Expression Below we use Sum Freight 35 to get the new column Argentina Number of Orders Freight Amount Freight 35 su
40. port VIeEWer nennen 6 3 1 Building your first report a quick Start ooconocccconocncnononanonanannnonnnannnonnnnnno nana nnnonnnnncronanacnnnoss 7 3 2 The Design a New Report Link ooooooconnnccnnncccnonocananananancnncnananonananorananoranononc ano racanorananonnnos 10 3 3 The View Design and Modify BULONS ocoocccnccccnoccccnnnncnonananancnononnncnannnonancno nan cnr non ccrananonnnos 10 3 4 TOOIDA e eo A e PS POS O apanenaey 11 3 5 Report Design EXaMplesS oooocccoconcccnonaccnonccononccnoncnonannnc conc nn conc nn onnn cnn nsten artes ron nro nn nnrnn ana rana nanrnn anno 12 300k Designing a List of Vacancies per Location Report cccococcnoncccncconanccinnncncnoncnnnonanananonnns 12 39 2 Adding additional fields using field functions using field formats amp sorting the data 12 9 3 Visually Grouping amp Subtotal FUNCEION oooococccccncccnonccononccononanononanonananonancnonanano nan nnonnos 13 3 5 4 EXPOL INGA REPORT 14 4 0 Data Sources RR 15 4 1 SIMPIE MO es ee ee ee nee 15 4 2 CON GIG 88 Modan ee ee enge 16 4 2 2 Understanding the Data Model ooooccccnoncccnonancnonancnonononannnonnn acc nono nn nononcnnnronnnnonanananonns 18 5 0 FICIAS TD tetas 19 5 1 FE DOPIN Mela 20 5 2 Bied TION ae a E E E ee 20 5 3 Sort VG amp Arithmetic Check BOXES cccccnnoconcccccccnonnnncnoncnananannnccnocononananonononcnonanannnncncccananononos 21 5 4 Oth
41. port as a CSV file Excel Spread sheet Saves the report as a MS EXCEL file Word Document Saves the report as a MS Word document XML document Saves the report as a XML document Open office document Saves the report as an Open Office Document RTF document Saves the report as a RTF document Back to Report List Takes you to the Report List screen E mail E mails a report to a client Settings Takes you to Settings aspx page 8 O UN rkOffice 3 5 Report Design Examples To give you a sense of feeling with the application have we setout some examples These are not one on one applicable on your situation but provide a concept of the options available 3 5 1 Designing a List of Vacancies per Location Report Goal The goal of this example is to create a report which lists all of the locations and a list of vacancies that are active view the report by using the preview tab name and save the report Steps to create a new HROffice report Click on Design a New Report Under the Data Sources tab Click on the drop down arrow and choose Vacancies Under the Fields tab Click on the drop down arrow and choose StandLocation Leave the Description box as it is this will be discussed in another example Click on the Preview tab to see the HROffice report you just created Click on Save as tool bar button name your report for example Example 1 1 and enter the category you want the report to be sho
42. st field 4 Click the Preview tab Now the data is sorted by the StandLocation 5 Click on the Save as tool bar button name your report for example Vacancies per Location and enter the category you want the report to be shown under for example Training click ok The HROffice report is saved Haarlem Vacancy name Date Placing IT Specialist 15 2 2012 Senior Webanalist 15 2 2012 Heemstede Vacancy name Date Placing Account Manager binnendienst 13 4 2012 Financial Planner 11 4 2012 Servicedesk Medewerker B2C 15 2 2012 IJmuiden Vacancy name Date Placing test twitter 2 10 2013 sadada Vacancy name Date Placing Servicedesk Medewerker C2C 21 1 2013 ROffice Goal The goal of this example Is to export the report created in the previous example to Excel using report designer This can also be done in Report Viewer by selecting Excel from the export type drop down box and clicking the export button then follow step 3 Note To retain this information as it shows on your current HROffice Report let s export the information to Excel Remember to capture the information showing on a current HROffice report you must download the report Otherwise the report can change each time you open the report since it reads the data in real time from your data base 1 If you do not have the example open from before then you will need to load it by clicking the link above Click on the Excel button on the tool bar You will see a box
43. t one time by selecting from a list Field Description Sort VG A Function Format x A A BE Please select the fields you d like to add to your report el Orders CustomerID Add Subtotals Add Side Total EmployeeID Freight Quick Add Add Pivot Continue to Summary OrderDate OrderID RequiredDate ShipAddress ShipCity ShipCountry ShipName ShippedDate ShipPostalCode ShipRegion ShipVia rkOffice 5 8 Advanced Field Settings Button To access the Advanced Field Settings click on the Gear icon on the selected Field _ Hide this fies y x N E Ir t Sort z a Italiz Bola V Sth Label Justification M Value Justification Subreport si m Drill Down Style Uri example Page aspx id 0 4value 1 Subtotal Function Default m Gradient Cells Shading Text Highlight Cell Highlight example 5 to 6 Blue 7 to 10 Red Value Ranges example 0 to 10 Under 10 10 to 100 10 Expression example COUNT A SUM B OK Setting Name Description Hide this field Hides the field from display when report is ran Sort z a Sorts in descending order Italic Bold Italic and Bold for that field Width Set the width of the column in number of pixels Label Justication Sets the Column label to the left right or middle of the row pe A Value Justication Sets the Value of the field to the left right or middle of the row Sets the drill down child report rkOffice Subreport ill D
44. that asks Do you want to open or save this file Click Open Now you will see a web version of the report Click file save as Decide where you want to save the file and name the file Change the Save as type to Microsoft Excel Worksheet You now have an Excel document which shows the information from your report A E oe ee rkOffice The Data Sources tab shows you which Tables or Views you have access to from the database The set of views is defined by the HROffice team 4 0 Data Sources Tab Jl Create reports Data Sources Fields Summary Chart Chart Gauge Map Misc Filters Preview dh ESJReport List New fave Ld save AS Print 3 Es pr a Results 100 vr Cl Distinct ver ReportCandidates ww_ReportCandidatesF ull vww_ReportCustomers vw_ReportVacancies Continue to Fields 4 1 Simple Mode dl Create reports Data Sources Fields Summary Chart Chatz Gauge Map Misc Filters Preview PA S report List New fave fave AS Print 3 Es mr Results 100 7 Records Field Description A tio F Please select the fields you d like to add to your report 7 Stand Loca Y Y a Y Add Subtotals vw_ReportCandidates l Customerld Quick Add Add Pivot eon CustomerName Date FirstName CO Id LastName Name Data Source Selection To join tables in check boxes mode you should just check the tables you want to join one after another When you check the first table all tables that cannot be joine
45. wn under for example Training click ok Now you have a saved HROffice report Note This HROffice report shows you real time information If you want to take a snap shot of the Haarlem Heemstede IJmuiden sadada current results you can export the information Exporting will be discussed later Stand Location 3 5 2 Adding additional fields using field functions using field formats amp sorting the data Goal The Goal of the example Is to add to the List of Vacancies per Location Report from the previous example including the vacancyname date of placing Then we will sort the data alphabetically by Stand Location If you do not have the example open from before then you will need to load it by clicking the link of the saved report otherwise go back to the previous example Let s add some more information to the report other than just the Stand location field Click the fields tab In the bottom most row under the field label select Name from the drop down box Add DatePlacing as well The DatePlacing field is a date field so select the right date format for your region from the drop down box Click Preview You will see the fields have been added Notice that when a function is selected all of the fields default to using the group function Now let s sort the data alphabetically by country rkOffice 8 Click on the Fields tab Then click on the sort a z checkbox on the same row as the Stand
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