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Understanding the Resources Panel

In this section:

Reference:

The Resources Panel displays the Data pane in the upper half of the panel and the Query Design pane in the lower half of the panel by default. When you select Query Design view, the Resources Panel displays the Data pane only. You select Query Design view by going to the Design group of the View tab or Home tab and selecting Query.

The following image shows the default view of the Resources Panel, which displays the Data pane above the Query Design pane when you create a report query.

Resources Panel

The Data pane, which contains all the fields from the selected data sources, is always displayed, except when you select Resources in the Application group of the View tab. That selection hides the Resources Panel and expands the Results Panel to fill the entire InfoAssist application window.

You can manually adjust the size of the Resources Panel and Results Panel by clicking and dragging the border between the two panels in either direction. With the mouse cursor, hover over the border. When the cursor changes to a two-way arrow, click and drag the border.


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Reference: Field Image List

In the Resources panel, each field has an image associated with it. The following table displays each image and describes what it represents.

Icon

Type

Database icon

Database

Dimension Segment icon

Dimension Segment

Measure Segment icon

Measure Segment

Locked Segment icon

Locked Segment

Unique Segment icon

Unique Segment

Key Field icon

Key Field

Index Field icon

Index Field

Blob or Compute Field icon

Blob or Compute Field

Text or Alpha Field icon

Text or Alpha Field

Date or Data and Time Field icon

Date or Date and Time Field

Numeric Field icon

Numeric Field

Calculated Date Field icon

Calculated Date Field

Calculated Numeric Field icon

Calculated Numeric Field

Calculated Other Field icon

Calculated Other Field

Calculated Text Field icon

Calculated Text Field


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Reference: Filter Area of the Query Design Pane

The Filter area of the Query Design pane displays the filters that have been created for the selected query. The filter area contains both advanced and simple filters, as shown in the following image.

Filter area of Query Design Pane

For more information on simple filters, see Using the Field Tab. For more information on advanced filters, see Using the Data Tab.

Note: The Filter area displays all created filters, both active (included) and inactive (excluded).


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Using the Data Pane to Add Fields to a Query

There are several ways that you can add data source fields to a query. You can drag and drop, double-click, or right-click data source fields in the Data pane to add them to a Query field container or Filter in the Query Design pane. After you add data source fields to a Query field container, you can change the order of the fields by dragging and dropping one field above or below another field. In Query Design view, you can also add data source fields in the Data pane to Report Heading, Report Footing, Page Heading, and Page Footing text fields in the Query Design pane, depending on which Head/Foot options are selected in the Query View group of the View tab.

Drag and Drop. The method that provides the most control is drag and drop. You can drag and drop data source fields from the Data pane to the desired Query field container, Filter, or Heading and Footing text fields in the Query Design pane. For a larger work area in which to drop data source fields in the desired Query field container, make sure that Query Design view is selected, and then select Areas 2x2 or Areas 1x4 from the Query View group of the View tab. You select Query Design view by going to the Design group of the View tab or Home tab and selecting Query. That selection expands the Query Design pane so that it is displayed in the Results Panel.

Multi-Select. You can multi-select data source fields that you want to add to a query in Interactive Design view, Query Design view, and Compose view. To select multiple data source fields to add to a query, click the desired fields while holding the Ctrl key on the keyboard. You can drag and drop fields onto the canvas pane, or add them to the Query field container.

Double-Click. To automatically add a field to the appropriate field container in the Query Design pane, you can double-click a data source field in the Data pane. When you double-click a numeric measure field in the Data pane, it is automatically added to the Sum (Measure) Query field container. When you double-click a dimension (non-numeric or date) field in the Data pane, it is added to the By (Row Label) Query field container for a report, or to the X Axis Query field container for a chart. You cannot automatically add a field to the Across (Column Label) Query field container for a report, or to the Legend (Series) and Multi-graph Query field containers for a chart.

Right-Click. You can also right-click a field in the Data pane to add it to the Filter area or a Query field container in the Query Design pane. For report queries, the available right-click options are as follows:

The following image shows the pop-up menu that appears when you right-click a field in the Data pane of a report query.

Data pane menu for report query

For chart queries, the available right-click options are as follows:

The following image shows the pop-up menu that appears when you right-click a field in the Data pane of a chart query.

Data pane menu for chart query

Although most measure fields are composed of numeric values, and most dimension fields are composed of non-numeric or date values, there can be exceptions, depending on the selected data source.


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Using the Query Design Pane in the Resources Panel

The Query Design pane, which contains the Filter and Query (field container) areas, is displayed below the Data pane, except when you select Query Design view, which expands the size of the Query Design pane and displays it in the Results Panel. There are different field containers for reports and charts.

Report Queries. For all report queries, the Query field containers in the Query Design pane include Sum (Measure), By, and Across.

The following image shows the Filter and Query (field container) areas of the Query Design pane as it appears in the Resources Panel for report queries.

Query Design pane for report query

Chart Queries. For most chart queries, the Query field containers in the Query Design pane include Measure (Sum), X Axis, Legend (Series), and Multi-graph. More complex charts that require additional data dimensions have alternative field containers.

The following image shows the Filter and Query (field container) areas of the Query Design pane as it appears in the Resources Panel for most chart queries.

Filter and Query areas for most chart queries

For pie charts, the Query field containers in the Query Design pane include Measure (Sum), Pie slices, Category, and Multi-graph.

The following image shows the Query (field container) area of the Query Design pane as it appears in the Resources Panel for pie chart queries.

Query area for pie chart queries


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Using Right-Click Field Options in the Query Design Pane

In the Query Design pane, you can right-click any field and select from a list of available options that are displayed in the pop-up menu that appears. The options that you can select vary, depending on the type of Query field container in which the field is located and the type of query that you are creating (report or chart).

Report Query. When you create a report query, the Query field containers in the Query Design pane include Sum (Measure), By, and Across.

Right-clicking a Sum (Measure) field in a report query displays the Filter Values, Prompt for Values, Sort, Bar Representation, Aggregation Functions, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.

Measure field menu for report query

Right-clicking a By field in a report query displays the Filter Values, Prompt for Values, Subtotal, Page Break, Sort, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.

By Field menu for report query

Right-clicking an Across field in a report query displays the Filter Values, Prompt for Values, Subtotal, Sort, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.

Across field menu for report query

Chart Query. When you create a chart query, the Query field containers in the Query Design pane include Measure (Sum), X Axis, Legend (Series), and Multi-graph.

Right-clicking a Measure (Sum) field in a chart query displays the Filter Values, Prompt for Values, Aggregation Functions, Traffic Light Conditions, Visibility, Change Title, and Delete options, as shown in the following image.

Measure field menu for chart query

Right-clicking an X Axis or Legend (Series) field in a chart query displays the Filter Values, Prompt for Values, Sort, Visibility, Change Title, and Delete options, as shown in the following image.

X Axis or Legend menu for chart query

Right-clicking a Multi-graph field in a chart query displays all the preceding options, with the exception of Change Title.


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Reference: Right-Click Field Options in Query Design Pane

The following table lists and describes all the right-click field options available in the Query Design pane for a selected field.

Option

Description

Filter Values

Opens the Filter dialog box for creating WHERE statements, which enable you to select only the data that you want and to exclude all unwanted data.

Prompt for Values

Opens the Filter dialog box for creating an auto prompting parameter that can be selected when a query is run.

Sort

Provides a menu for selecting sorting options.

Bar Representation

Provides a menu for enabling the data bar representation functionality. Selecting On adds a data visualization column to the right of a selected numeric field. The column displays values in each row using horizontal bars that extend from left to right in varying lengths, depending on the corresponding data values.

Aggregation Functions

Provides a menu for selecting options to assign an aggregation type value to a selected numeric field in a query.

Subtotal

Provides a menu for enabling subtotal functionality. Selecting On inserts a line, descriptive text, and subtotal values in the query output for all numeric fields when the primary sort field changes.

Page Break

Provides a menu for enabling page break functionality. Selecting On starts a new page in the query output when the primary sort field changes.

Traffic Light Conditions

Opens the Traffic Light Condition dialog box, where you can add new conditional styling or modify existing conditional styling by applying traffic light (and other) colors to a selected field in the query output when the field meets specified criteria.

Visibility

Provides a menu for controlling the visibility of the selected field. Selecting Hide removes the selected field from the query output. Selecting Show (the default) displays the selected field in the query output.

Change Title

Opens the Edit Title dialog box, as shown in the following image, where you can change the title of the selected field by typing the new title in the Enter Title field.

Edit Title dialog box

Delete

Deletes the selected field.

All the right-click options available in the Query Design pane are also available in the Field tab. For more information, see Using the Field Tab.


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