1. Inserting logos, Page Numbers, Date/Time for Report Headers and Footers
   • To insert a logo:
     • On the Insert menu, select Insert Band and click Page Header
     • Select the Picture object from the Insert menu and place it in the corner of the Page Header
     • Double-click the Picture object to display the Picture dialog box and load the picture file
   • To insert Page Numbers:
     • On the Insert menu, select Insert Band and click Page Footer
     • Select the Text object from the Insert menu and drop it in the right corner of the Page Footer band
     • Double-click the object to display the memo box and enter the expression Page [Page#] and click OK
   • To insert Date/Time:
     • On the Insert menu, select Insert Band and click Page Footer
     • Select the Text object from the Insert menu and drop it in the left corner of the Page Footer band
     • Double-click the object to display the memo box and enter the expression [Date] [Time] and click OK
   • Preview the report to display the report Headers and Footers with Logo, Page numbers and Date/Time

   
   
2. User defined name for LNDatabase object and LNQuery object
   1. Select your LNDatabase1 object and press F11 key. In the Properties panel, select the Name property and enter your new name (for example, Pinnacle).
   2. Select your LNQuery1 object and press F11 key. In the Properties panel, select the Name property and enter your new name (for example, RegionView).

   
3. Inserting Summary for Reports
   1. Select an existing report grouped by a field (e.g., Customer Region).In the Group footer, place a text object and double-click.
   2. In the Memo Editor, select the Insert Aggregate icon and select a Function (For example, SUM). Set the Data band, DataSet and Datafield. Now preview the report to display the summary functions as shown below.

   For Example
   
   Sum of Quantity - [SUM(,MasterData1)]
   Average of Revenue - [AVG(,MasterData1)]

   
4. Changing alternate color defined for Master Data Band

   Select the Master Data band and press F11 to display the Object Inspector window. Select the color (for example, clSkyBlue) from the AlternateColor property and preview the report.

   
5. Adding running total to charts

   While designing the chart, select the Aggregate Function Running Total Sum (or) Running Total Average from the Y-Axis to display the running total.

   • In the Design Chart wizard, drag and drop the fields to X & Y axis and select the function Sum from the Y-Axis drop-down list.
   • Click icon and select the chart type (e.g. line). Drag and drop the field to Y-Axis and select the function Running Total Sum from the drop-down list. Preview the chart to display the running total of the values as shown below.

   
6. Adding Running Total
   • Drop a Text object and click the Insert Aggregate button in the Memo Editor to display the Insert Aggregate dialog box. Now check 'Running total'
   • In the memo editor, change the condition [SUM(,MasterData1,2)] to [SUM(,MasterData1,10)].
   • In the Report menu, select Options to display the Report Settings window and check 'Double pass'.
   • The report now displays a running total on every page.

   
7. Setting maximum records while report design

   In the Data Options toolbar, enter the value so that the specified number of records appears in the report. (Note: 1000 is the default value)
   

8. Sorting the values in your Grid report

   Here is a quick method to sort the values in your grid report:
   Just select the "Sort Index" radio button in the Data Fields Pane and double-click the field you want to sort. Chose the Ascending or Descending order to sort using the icon that appears next to the Field Name. That's it!
   

9. Formatting your reports

   Select Advanced Options from the View menu. Use these advanced options to format the font, frame, or use highlight options for the selected objects.
   

10. Setting alternate colors for the rows in your report

    The standard report wizard allows you to set alternate colors for the rows of your report. Under the "Style" tab, check "Alternate color" to apply alternate colors.
    

11. Creating bookmarks based on groups to easily navigate your report while previewing

    Index your report based on groups! Double click the Group Header to display the Group dialog box and select the "Show in Outline" checkbox to display the navigation pane in the preview mode. Now preview the report and the groups are shown in the navigation pane.
    

12. Viewing a report with just the documents you select

    Open your Notes View and select documents that you need. Now launch IntelliPRINT Reporting and select the your report. Simply launch the Query Builder, and select the field "Selected Documents" from the Database Browser pane.
    Also, just ensure that the "DocsSelection" is set to "True" in the Properties pane.
    
    That's it! Now preview your report with just the documents/records you selected.
    
    

 

  

 

1. Gaining quick access to the Formula of a computed column

   Simply right-click the column footer to see the formula of your computed column!
   
   Here is an example: The column Cost is added using the formula 'Unit Price' * 'Amount'!
   

2. Combining multiple text fields to create a new column

   Looking to combine multiple text fields and display them in a new column? For example, if "FirstName" and "LastName" are two different columns in your report, you can add a new column "Name" by just specifying a simple formula, 'FirstName'+'LastName'!
   

3. Creating custom filters

   Use custom filters and view only the information your current business situation demands. For example, you can define your own filters to view sales transactions that are greater than 500$ and lesser that 700$! Just choose “Custom…” from the drop down menu of the column, define your filter and click “OK”! That’s it!
   

4. Searching your report

   If you'd like to search and view only the matching options or highlight them, here is how you can do it. Select Toolbars from the View Menu and click Search.
   
   This toolbar enables you to:
   View Only Matching Records - Displays only the matching records based on search criteria.
   Use Highlight Color - Allows you to select a color for highlighting search records.

5. Setting different colors for your series chart

   Here is how you can choose the colrs for your series chart! Just right click on the chart to display the Chart Type & Data window. Now check the “Color Each” option to display each value in different color.
   

6. Including hidden Views in your analysis model

   Hidden views will not be displayed in your IntelliPRINT Analytics analysis model. To include hidden Views, simply follow the steps below:

   • Go to: \Program Files\Lotus\notes and open the notes configuration settings file
   • Paste IV.ShowHiddenViews=yes in the settings file
   • Now launch IntelliPRINT Analytics and the hidden views are displayed in the "Format Explorer" bar

   
   

 

  

 

1. Drilling down charts in Dashboards

   Drill-down is an unlimited number of groups. During Chart creation, drill down, trough the groups to narrow down the records being viewed.

   
   

   To create a drill-down chart:

   • Drag and drop the fields from the left pane (View Columns) to Drop X-Axis here and Drop Y-Axis here fields, respectively. Multiple fields are dragged and dropped in X-Axis field to display a Drill-down chart
   • Select the aggregate function Sum for Y-Axis from the drop down list. Use the button to move level up in the drill-down chart

   
   

   For example, the chart Product Sales by Category displays the Sales in different product categories. Click on any Product Category (Camcorder) to drill down to the next level Product Sales by Category Vs Product. Click any of the Category data to drill down to the next level.

   
   
   
2. Adding Dashboards of a database to Favorites
   • From the Toolbar, click the Favorites drop-down icon and select Add to Favorites
   • Add the Database as your favorite in the Add a Favorite Dialog box
   • From the Toolbar, click the Select Favorites icon and select the Dashboard from the drop-down list

   
3. Creating a Dashboard with widgets from 2 different databases
   1. From the Default database (for example, PinnacleElectronicsDB.nsf) drag and drop a widget from the Widget Explorer pane
   2. Click the icon and select the other database (for example, Pinnacle.nsf) you want to extract from the Open Database window. Now drag and drop a widget to the workspace
   
   3. Now save the dashboard using and preview it
   

   
4. Renaming a Dashboard Title
   1. Right-click on the dashboard title bar and select Rename Dashboard Title from the list of options displayed
   2. Rename Dashboard Title dialog box appears. Enter your new title in the text field
   3. Click OK to rename the dashboard

   
5. Copying widget as an image

   To copy a widget as an image, right click on the widget and select Copy. Then paste the image into any of your applications, like presentations, documents or drawing tools.

   
6. Refreshing Dashboards in scheduled basis

   Click the Refresh icon from the dashboard toolbar to refresh the dashboard. The data can be refreshed at pre-defined refreshing intervals of 15 minutes, 30 minutes, 1 hour and 2 hours.

7. Renaming a Widget Layout

   Right-click on the widget and select 'Organize Widget Layouts'. Now Select the widget layout you want to rename and specify the new name in the Caption field. Click Apply and the widget layout is renamed!

   
8. Setting same scale for both Ys in a Dual Y-axis chart

   1) In the Chat Properties wizard, select the Marks & Labels tab.
   2) Under Marks group box, select the checkbox Set Same Scale to make the same scale for Y-axis.
   
   3) The same scale has been set for Dual Y-axis chart now.

9. Viewing & exploring underlying widget data

   To view underlying report data just click the 'View Table' icon from the widget toolbar or right-click and select 'View Table'
   

10. Animating your Charts!

    To enable animation for the charts in your dashboard, just click on the "preferences" icon in the dashboard toolbox. Click on the 'Chart' tab and select the "Animate Charts" option! That's it! Wow your audience by animating your charts!
    

11. Deleting a widget layout

    Are you looking to organize your widget layouts? Need to delete unwanted layouts? Just right click on the widget and Select "Organize Widget Layouts". Now just right click on the unwanted layout and select "delete".
    

12. Knowing the who's & when's of your widget

    Right-click a widget & select "Widget Properties". Get a clear picture of who created or modified the widget, when was it created & last modified and also the number of records fetched from the database while the data model was executed!
    

13. Collaborating with your widgets

    Add annotations or notes with commentary on your widgets! Just right click the widget and select Edit -> Comments. Type in your comment or annotation and click "Add"! Increase collaboration and share personal insights!
    

Highlights