ExpressView Archives

ExpressView

ExpressView: Visualizations

Visualizations allow data to be showcased in a visual format. They allow data to be scanned quickly for patterns and trends. Charts can be easily made and customized in ExpressViews, in as little as one click. This article applies to versions of the application released prior to v2021.1

Report Types

There are five different report types available in the reporting application. Four are standalone types, and two are composite types which combine reports together.

User Preferences and Context Sensitive Help

User Preferences Note The User Preferences are an optional feature. Check with the system administrator for more information. Click the User Preferences icon to open the User Preferences dialog. The dialog consists of tabs: Tutorials v2018.2–v2020.1 Startup Reports User ...

ExpressView: Visualizations (v2021.1+)

Visualizations, also known as charts or graphs allow data to be showcased in a visual format. They allow data to be scanned quickly for patterns and trends. Charts can be easily made and customized in ExpressViews, in as little as one click.

ExpressView: Sorting (v2021.1+)

Data can be ordered by applying sorts to the columns of the ExpressView.

ExpressView: Introduction (v2021.1+)

ExpressView is a report building tool that combines grouping, sorting, filtering, and summarizing data with a drag-and-drop interface. A chart can be added with a single click, and the entire report can be exported as PDF, RTF, CSV, or an Excel workbook.

ExpressView: Managing Data

You can exercise some fine grained control over the actual data that appears in the ExpressView. This article applies to versions of the application released prior to v2021.1

ExpressView: Grouping and Summarizing data

Grouping a column of data breaks up the rows into sections which share a common trait. Each iteration of a group is a unique row in a data column. Grouping data allows you to easily identify rows with common factors. This article applies to versions of the application released prior to v2021.1.

ExpressView: Formula Columns

Formulas can be used to create custom data columns in ExpressView. Formulas are calculated once per each row, based on the other data values in that row. For each row calculation, a formula value is returned for that row, which populate a new column of data. This article applies to versions of the application released prior to v2021.1.

ExpressView: Data Categories and Fields

Add, edit or remove data objects and fields from the ExpressView with the Data Objects pane. This article applies to versions of the application released prior to v2021.1.

ExpressView: Customizing Appearance

Learn how to style ExpressViews in a variety of ways. This article applies to versions of the application released prior to v2021.1.

ExpressView: Introduction

The ExpressView Designer is a data discovery tool that simplifies grouping, sorting, filtering, and aggregating data with a drag-and-drop interface. A chart can be added with a single click, and ExpressViews can be styled and saved as PDF, RTF, CSV, or Excel files. This article applies to versions of the application released prior to v2021.1.

ExpressView: Exporting

An ExpressView can be exported either as a file or an Advanced Report. This article applies to versions of the application released prior to v2021.1.

ExpressView: Grouping (v2021.1+)

Data may be organized in up to seven hierarchical groups. Groups nest inside of each other and establish a "for each" hierarchy.

ExpressView: Formula Columns (v2021.1+)

In addition to using the data fields that are available in the Data Objects Pane, formulas may be added as custom formula columns. Formulas may contain data objects, parameters and functions. Just like standard columns, a formula column may be either a detail field or group, and may be included in visualizations, formatted, sorted and filtered.

ExpressView: Filtering (v2021.1)

To show only data that matches certain criteria, filters can be added. Filters can also improve performance by only including relevant information. There are two kinds of filters that may be applied to an ExpressView: Standard and Top/Bottom.

ExpressView: Aggregating/Summarizing Data (v2021.1+)

Aggregating leverages the power of ExpressView groups to compile summaries of data. Aggregates may be optionally added for each group and for the entire report.

ExpressView: Exporting (v2021.1+)

ExpressViews are an easy way to display and visualize data. Exporting an ExpressView allows the contents of the report to be saved externally as either a PDF, Excel, RTF or CSV file, or as an Advanced Report.

Navigating the Application

Learn about the different parts of the user interface, how to create new reports, find existing ones and get around in the application.

Keyboard Shortcuts

This article lists all the available keyboard shortcuts in the Web Application User Interface and describes their behavior in their applicable contexts.