How to use the Action Menu

How to use the Action Menu


HOW TO USE THE ACTION MENU

The Actions Menu appears to the right of the Go button on the Search bar. Use this menu to customise an interactive report.

action menu

Select Columns

Used to modify the columns displayed. 

Columns

You can reorder the displayed columns using the arrows on the far right. Computed columns are prefixed with **.

Filter

Focuses the report by adding or modifying the WHERE clause on the query. You can filter on a column or by row.

When filtering by column

Select a column (it does not need to be one that displays), select a standard Oracle operator (=, !=, not in, between), and enter an expression to compare against. Expressions are case sensitive. Use % as a wild card (for example, STATE_NAME like A%).


 When filtering by row

 Complex WHERE clauses can be created using column aliases and any Oracle functions or operators (for example, G = 'VA' or G = 'CT', where G is the alias for CUSTOMER_STATE).

 

DATA

Sort

This function is used to change the columns to sort on and determines whether to sort in ascending or descending order.
You can also specify how to handle NULLs. The default setting always displays NULLs last or always display them first.
The resulting sorting displays to the right of column headings in the report.


 Aggregate

Aggregates are mathematical computations performed against a column.
Aggregates display after each control break and at the end of the report within the column they are defined.
Options include:
Aggregation   enables you to select a previously defined aggregation to edit.
Function         is the function to be performed (for example, SUM, MIN).
Column         is used to select the column to apply the mathematical function. Only numeric columns display.

      

 Compute

Enables you to add computed columns to your report.


 

These can be mathematical computations (for example, NBR_HOURS/24) or standard Oracle functions applied to existing columns. Some display as examples and others (such as TO_DATE) can also be used). Options include:
Computation                            enables you to select a previously defined computation to edit.
Column Label                           is the column heading for the new column.
Format Mask                            is an Oracle format mask to be applied against the column (for example, S9999).
Computation Expression        is the computation to be performed. Within the computation, columns are referenced using the aliases displayed.

Below computation, the columns in your query display with their associated alias. Clicking on the column name or alias includes them in the Computation. Next to Columns is a keypad. This keypad functions as a shortcut to commonly used keys. On the far right are Functions.
The following example computation demonstrates how to display total compensation:
CASE WHEN A = 'SALES' THEN B + C ELSE B END
(Where A is ORGANIZATION, B is SALARY and C is COMMISSION)

Flashback

A flashback query enables you to view the data as it existed at a previous point in time. 

The default amount of time that you can flashback is 3 hours (or 180 minutes) 

      

Format

Format enable you to customise the display of the report.

Control Break

Used to create a break group on one or several columns. This pulls the columns out of the interactive report and displays them as a master record.


    

Highlight

Enables you to define a filter. The rows that meet the filter criteria display as highlighted using the characteristics associated with the filter. Options include:
Name                   is used only for display.
Sequence            identifies the sequence in which the rules are evaluated.
Enabled               identifies if a rule is enabled or disabled.
Highlight Type    identifies whether the row or cell should be highlighted. If Cell is selected,+the column referenced in the Highlight Condition is highlighted.
Background Colour is the new colour for the background of the highlighted area.
Text Colour          is the new colour for the text in the highlighted area.
Highlight              Condition defines your filter condition.

 Row per page

Sets the number of records to display per page.

 

Chart

You can define one chart per saved report.

        

 

Once defined, you can switch between the chart and report views using view icons the Search bar. Options include:
Chart Type                 identifies the chart type to include. Select from horizontal bar, vertical bar, pie, or line.
Label                           enables you to select the column to be used as the label.
Axis Title for Label     is the title that displays on the axis associated with the column selected for Label. This is not available for pie chart.
Value                            enables you to select the column to be used as the value. If your function is a COUNT, a Value does not need to be selected.
Axis Title for Value     is the title that displays on the axis associated with the column selected for Value. This is not available for pie chart.
Function                     is an optional function to be performed on the column selected for Value.
Sort                            allows you to sort your result set

Group by

You can define one Group By view per saved report. Once defined, you can switch between the group by and report views using view icons on the Search bar. To create a Group By view, you select: 
The columns on which to group
The columns to aggregate along with the function to be performed (average, sum, count, etc.)
     

 Pivot

You can define one Pivot view per saved report. Once defined, you can switch between the pivot and report views using view icons on the Search bar. To create a Pivot view, you select:
The columns on which to pivot
The columns to display as rows
The columns to aggregate along with the function to be performed (average, sum, count, etc.)

      

 Report

Save Report

Saves the customised report for future use.

      
 
provide a name and optional description and can make the report accessible to the public (that is, all users who can access the primary default report).

four types of interactive reports can be saved:
Primary Default (Developer Only).            The Primary Default is the report that initially displays. Primary Default reports cannot be renamed or deleted.
Alternative Report (Developer Only).       Enables developers to create multiple report layouts. Only developers can save, rename, or delete an Alternative Report.
Public Report (End user).                            Can be saved, renamed, or deleted by the end user who created it. Other users can view and save the layout as another report.
Private Report (End user).                          Only the end user that created the report can view, save, rename, or delete the report.

A saved customised reports, a Reports selector displays in the Search bar to the left of the Rows selector 

If you customise an interactive report, the report settings display below the Search bar and above the report. This area can be collapsed and expanded using the icon on the left.

For each report setting, you can:
Edit a setting by clicking the name.
Disable/Enable a setting by unchecking or checking the Enable/Disable check box. Use this control to temporarily turn a setting off and on.
Remove a setting by clicking the Remove icon.

If you have created a chart, group by or pivot, you can toggle between them and the base report using the Report View, Chart View, Group by View, and Pivot View links shown on the right. If you are viewing the chart, group by or pivot, you can also use the Edit link to edit the settings.

Reset

Resets the report back to the default settings, removing any customisations that you have made.

      

Download

Enables the current result set to be downloaded. 
The download formats differ depending upon your installation and report definition but may include CSV, HTML, Email, XLS, PDF, or RTF.

     

Help

Click on the “Help” menu to open a guide for the users directly from Optima

      

 


    • Related Articles

    • Report Optima Use

      Use of Optima The two sections below give a view of how the system Optima is used by all users allocated to a specific location. Optima Use This section allows to view the user's activities on Optima at the different hours of the day, based on a ...

    • Report Use of Scheduling Features

      How to work with the Report page of "Use of Scheduling Features" Access to the Use of scheduling features report is from the Icon below on main report page. In this section, it is possible to select a specific timeframe (ranging from 15 minutes to 4 ...

    • How to work through Column heading menu

      Column Heading Menu  Clicking on any column heading exposes a column heading menu.   Options include: Sort Ascending           icon sorts the report by the column in ascending order. Sort Descending        icon sorts the report by the column in ...

    • How to access and use "My calendar"

      HOW TO USE AND ACCESS "MY CALENDAR" When accessing the calendar section, the default screen is: MY CALENDAR My calendar displays only your assigned tasks and personal entries based on the timeframe chosen. View can be seen on Month, Week, day or list ...

    • How to access and use calendar view by project

      HOW TO ACCESS AND USE CALENDAR VIEW BY PROJECT In this page you can view all the scheduled tasks divided per project they are associated to. Filtering by project The calendar displays the information based on the timeframe chosen View can be seen on ...