What functions are completed using icons in Query Studio?

Query Studio offers several functions on reports which are available as menu icons along the top of the page.

  • New Report: Used to create a New Report.
  • Save: Used to save a report that can be run again.
  • Save As: Used to save an edited version of a previously saved report.
  • Cut: Used to cut a column or row from a report.
  • Paste: Used to paste a column, row, or data field into a report. Note: When pasting a column, always select the column before which you want it to appear.
  • Delete: Used to delete a column, row, or data field from a report.
  • Undo: Used to undo the previous action taken on a report.
  • Redo: Used to repeat the previous action taken on a report.
  • Run With All Data (and re-prompt): Used to run a report and have all data populated within the report.
  • Filter: Used to limit the data contained within the report, and also used as a prompt when running the report.
  • Sort: Used to organize data by ascending or descending alphabetical or numerical order.
  • Summarize: Used to summarize the selected data within a report. Summaries include totals, maximums, minimums, counts, and averages.
  • Calculate: Used to insert a calculation within a report. Calculations include arithmetic calculations, percentage calculations, and analytic calculations.
  • Drill Up/Drill Down: Used when a report is in HTML format for data fields that are dimensionally structured. Drillable items will appear as hyperlinks (similar to the main five reports from the Reporting System).
  • Chart: Used to create a chart from the data within the report. Chart types include Pie Charts, Bar Charts, Column Charts, Line Charts, Column-Line Charts, Area Charts, and Radar Charts. Charts are also available in 3-D.
  • Group: Used to group identical values of data within a report together. For example, if a report contains YTD expenses by SpeedType and Account Code, grouping on the SpeedType would summarize each SpeedType, with each SpeedType’s Account Codes broken out.
  • Pivot: Used to create a Crosstab report from sections created in the report.
  • Ungroup: Used to remove groupings and sections of the selected data.
  • Create Sections: Used to create sections within a report. The data selected to create a section will then change the data to be the Section Header. For example, creating a section based on SpeedTypes will show each SpeedType as an individual section header, with the report data for each SpeedType appearing in each specific section.
  • Swap Rows and Columns: Used to interchange rows and columns in a crosstab, a chart based on a crosstab, or both. For example, if you have a crosstab report that has few rows and many columns, you can swap the rows and columns to make the report easier to read.
  • Collapse Group: Used to collapse grouped data to show a lower level of detail.
  • Expand Group: Used to expand a previously collapsed report.