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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

Custom Function: Year to Date Check

Returns true if the provided date value is within this year to date, otherwise returns false.

Dashboard Viewer

When you run a Dashboard, the output is shown in a new tab called the Dashboard Viewer. Reports and charts on the dashboard are interactive, as are any embedded web pages. This article applies to versions of the application released prior to v2019.2.

Dashboard Viewer (v2019.2+)

When a Dashboard is run, it is displayed in a new tab called the Dashboard Viewer. Reports, Visualizations and other Dashboard content appear in rectangular Tiles on the Canvas. Reports, Visualizations and Filter tiles are interactive, as are any embedded web pages. The tiles can be set to refresh periodically, or can be refreshed manually.

Conditional Row Suppression

Conditional Row Suppression allows the user to hide rows of data that meet a predefined condition. This might be useful when certain fields do not apply to all records. Address Example The below example displays contact information for company employees residing in the UK and USA. The ...

Advanced Reports: CrossTabs

Use a CrossTab, or cross tabulation, for grouping and summarizing data fields that expands vertically and horizontally depending on the number of data groupings. CrossTabs are also known as two-way tables, contingency tables, or pivot tables.

Dealing with Duplicate Values

If a report has unexpected duplicate values or empty rows, the cause is most likely that there is a one-to-many join to an object not being used.

Display Page Numbers

How to add page numbers to a report.

Filters

Filters narrow the scope of reports by restricting the data by specified criteria.

Keyboard Shortcuts

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

Linked Reports (Drilldowns)

Linked Reports are reports linked from cells or charts as a means of exploring data points by "drilling down" into their background data.

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.

No Data Qualified Options

If the data source returns zero rows, the message below is automatically generated, and report execution will end. This condition is called No Data Qualified or NDQ. There are a number of ways to handle or prevent this situation: Enabling filter dependency can prevent improper filter ...

Displaying Null Values in Charts

By default, null values do not appear in charts. If, for example, a user creates a chart showing sales for each day of the week, days for which there were no sales would be omitted from the X axis. Users looking to include null values in their charts can work around ...

Gauges

A Gauge gives a visual representation of the scale of a value. Refer to the Examples at the end of this article. Gauge Wizard To add a gauge to an Advanced Report: Select a cell on the design grid where the gauge will reside. Gauges can be placed in any section of the report except for the ...

GeoCharts

Note The system administrator can restrict access to this feature, therefore it may not be available in all environments. Contact the system administrator for more information. A GeoChart can be displayed in an Advanced Report to give a basic visual representation of geographic data. Add a ...

Google Maps

Note The system administrator can restrict access to this feature, therefore it may not be available in all environments. Contact the system administrator for more information. The Google Maps Wizard allows interactive maps with highlighted data to appear in Advanced Reports. Geographical ...

Heatmap Charts

  Heatmaps are available in Advanced Reports starting with v2020.1.3+. Heatmaps A heatmap, sometimes referred to as a mosaic plot or density function visualization, is a chart with two related axes and 1–6 data series arranged on an X-Y grid. The defining characteristic of a heatmap is its ...

Key Performance Indicator (KPI)

A Key Performance Indicator or KPI visualization can be used on ExpressViews and Dashboards to show the magnitude of one or several critical values. This value may be a data field, an aggregation of a column or a complex formula.

Line Charts

Line Charts display a series of data points on a grid, connected by straight lines.