This training video reviews the Report Designer's Data tab.
The Data tab is where you select fields from the Available Fields list to add to your report. Duration 6.5 min.
You might want to take a look at Understanding the Field Path before you start building your report. The field path is the metaphor we use to describe how to navigate through the list of potential fields.
The report designer's Data tab is where you add fields to your report definition. The specific available fields and additional settings on the tab itself vary based on the selected report Type. For example, List reports simply require a list of fields. Bar charts and Line charts require fields for the X and Y axes. Crosstab reports require fields for the Top and Left axes, and for Values. Gantt charts have a combination of fields for a list report and dates for the graphical bars.
Another thing you can do on the Data tab is use the Field Options modal to edit field display names and format data values (similar to how you format data values for list reports).
If you are looking at the Data tab then you have already chosen your report Topic (and sometimes a specialty field) - a "topic" is the primary entity for your report, meaning that any fields you want for the report will be related in some way to this entity. It might be useful to take a look at this entity hierarchy to start to understand the relationship between PPM Pro entities.
You can move to any of the other tabs by clicking General, Display, Variable Settings, or Team. See Reports (Beta) Cookbook for a set of report examples.
Adding Fields to a Report Definition
The following are the mechanics for adding fields to a reports. Read Understanding the Field Path to learn how to traverse the list of Available Fields to find the data you need.
The Data tab for every report type has one Available Fields section, plus at least one other "field" section (usually multiple sections). You can think of the sections as buckets that hold the fields to use in a report - depending on the report type, there might be multiple buckets to hold different types of fields. For example, List report types have only one section called List Fields; Bar chart report types have 2 sections: Left Axis and Bottom Axis; Bubble charts have two axes plus sections for Size, Color, and Title.
Below are examples of the field sections for different report types.
You can move fields in/out of sections by:
- selecting the field and clicking the right/left arrow
- double-clicking a field to add it to the report (double-click field to toggle it back to Available Fields). For reports that use multiple buckets, we made the report designer choose the logical bucket .
- right-clicking the field to display the list of sections and then choosing the appropriate section to drop the field into - see screenshot below:
Re-position fields up/down by selecting a field and using the Move Up/Move Down button, or by dragging/dropping the field (also see Options Modal for Non-List Reports below). Note that for List and Gantt reports, the order of the fields in the sections determines the order of the columns in the report - you can change the order from the Preview Pane by dragging/dropping columns, and the new location will be reflected in the field section.
Remember that the Preview Pane will reflect the fields you add as you configure them. So if you're not sure what field to add to what section, just give it a try and check the Preview Pane to see if you get the result you expected.
Field Options Modal
The Field Options modal is where you can format the actual (numeric) data elements (other formatting controls for the various labels that accompany charts are on the Display tab). For example, use the Display tab to format the font and size of the axis labels on a bar chart, and us the Field Options model to format the values that appear in the chart. You can also use this modal to rename, reorder, and delete fields.
Formatting Data Values
Each "bucket" of fields on the Data tab has a Field Options menu control that displays the Field Options modal populated with all the fields from that bucket. You can reorder the fields by dragging/dropping or using the Move Up/Move Down buttons (or reorder them in their bucket). You can also remove a field from the modal (which also removes it from its bucket). For List reports, this modal provides the same column header formatting settings but displayed all at once.
Editing Field Display Labels
You can edit any field title by simply double-clicking into the Display Name field and making your edits. The Selected Field title remains unchanged so you can always see the origin of the field. For example, imagine you chose a field from deep into the field path and the field title contains several ">". See Format Numeric Values for a description of the available options.
Data "buckets" - click icon to display modal
Displays data formatting option