Modifying a table
Once a table has been created, you can further modify it by accessing its shortcut menu wizard which is composed by a set of screens that are similar to the wizard screens used to create the table. For example, you can change the data used by the table, apply some grouping, sorting criteria to the table, and so on.
To modify a table after it has been created:
- Right-click the table and select Table Wizard from the shortcut menu to display the Table Wizard.
- In the Data screen, specify a new data source for the table if required.
- In the Display screen, specify the fields you want to display in the table and how to sort records in the table.
- In the Group screen, specify the grouping criteria, and then the sorting direction of each group level in the Sort column.
- In the Style screen, select the style you want to apply to the table.
- When done, click Finish to accept the changes.
See also the Table Wizard for page report or web report/library component for detailed information about options in the wizard.
Notes:
- Due to the specialty of hierarchical data sources, you are not allowed to specify an HDS as the new dataset of the table.
- In the Display screen, the newly added fields will be put to the end of the existing fields, and you cannot re-adjust the order of the fields as you did when creating the table.
- For a page report, when you have specified a new dataset for the table, if there are existing fields in the table that cannot match the new dataset, they will be marked with a red cross icon. You can use the Replace button
to select fields from the new dataset to replace them. Then when you finish the modification, the new dataset and fields you specify will be displayed in the table and those remaining fields that cannot be matched to fields in the new dataset will be removed from the table automatically.
- For a web report, if you specify a new business view for the table, the current table data will be lost and when you finish editing, a new table will be created.
Aggregating on a detail column
You can summarize the data in a detail column if required. To do this:
- Right-click the detail column and select Aggregate On from the shortcut menu. The Aggregate On dialog is displayed. See the dialog.
- From the Aggregate Function drop-down list, specify a function to summarize the field in the detail column.
- Specify the Group By option.
- If the table has groups and you want the summary to be applied on certain group level, check Group By and select the corresponding group by field from the drop-down list below.
- If you want the summary to be applied on the whole dataset, check Group By and do not select any field from the drop-down list below.
- If you want to create a dynamic summary, keep Group By unchecked. Then the summary will be applied on every group level and the whole dataset at the same time.
- When done, click OK. Data in the detail column will be summarized based on the group by setting using the specified function.
At the same time,
- For a page report, a summary which is given a default name Function_DetailFieldName will be created and saved in the current catalog. You can use it in other page reports if required.
- For a web report or library component, a dynamic aggregation which is given a default name Function_DetailFieldName will be created and saved along with the web report or library component as its resource. You can use it in this web report or library component only.
