Infor Birst Reports User Guide

Home

Back

Forward

  • Help
  • Copy URL
  • PDF
  • Print this page

Help

Copy URL

Topic URL copied to clipboard

PDF

Print

Working with Designer and Visualizer reports
Understanding Designer versus Visualizer reports
Notifications in reports
Notifications in Visualizer
Notifications in Designer
Creating notifications
Managing existing notifications
Setting notification schedule based on a Workflow trigger
Condition-based alert notifications
Getting Started with Visualizer
Visualizer report basics
Creating a Report in Visualizer
Accessing subject areas in Visualizer
Creating a report with data
Creating a report by chart type
Undo or redo in Visualizer
Print settings
Delay rendering charts
Result set limit for authoring mode
Managing Visualizer Reports
Opening a Visualizer report
Saving a Visualizer report
Copying a report to a different folder
Exporting a report to another format
Renaming a Visualizer report
Deleting a Visualizer report
Seeing the report query
Changing Report Types in Visualizer
Visually filtering a report
Visualizing Top N Results
Filtering data in visualizer
Sorting data in Visualizer
Creating Custom Groups
Custom Sets
Custom expressions in custom sets
Push downs and custom sets
Known limitations of custom sets
Visualizer Pushdown
As Navigates
Using global filters
Known limitations of global filters
Using data buckets
Removing a Column from a Visualizer Report
Drilling in Visualizer
Report-Level Drill Paths and Hyperlinks
Creating a report-level drill path
Disabling drilling on an attribute
Adding Hyperlinks to a Visualizer Report
Expression Builder
Creating an Expression in Expression Builder
Using an expression in Visualizer
Using a Designer expression in Visualizer
Changing Measure Calculations
Adding a Visualizer Report to a Dashboard
Opening a Visualizer Report from a Dashboard
Creating Column Selectors
Visualizing Chart and Table Data
Advanced analytics
Using cluster analysis
Using trendline analysis
Setting up a benchmark
Working with chart reports
Formatting Visualizer Charts
Assigning a color palette to a chart
Copying or modifying an existing color palette
Adding a color palette
Formatting legends
Changing the axis label (alias) text
Merging or splitting multiple axis
Moving the axis on a chart
Formatting the X axis labels
Formatting the Y axis labels
Stacking multiple measures
Showing display values on charts
Formatting display values
Formatting tooltips
Applying conditional formatting
Changing a waterfall chart from vertical to horizontal
Formatting Data in a Visualizer Chart
Example of data formatting
Formatting measure values in a chart
Adding Attributes Using Colors, Sizes, or Shapes
Adding colors to a visualization
Adding sizes to visualizations
Adding shapes to visualizations
Creating trellis charts in Visualizer
Creating layered charts in Visualizer
Using Turbo Charts
Using Color Palettes for Attributes
Adding Tooltips and Hiding Columns
Changing measures in a Tooltip and hiding columns
Configuring number of segments for pie, donut, and semi-donut charts
Locking x-axis or y-axis on a chart
Working with tabular reports
Creating a Table in Visualizer
Formatting Tabular reports in Visualizer
Column header formatting in Visualizer reports
Sorting column data in Visualizer reports
Grouping rows based on attributes in Visualizer reports (break by)
Collapsing or expanding all break by categories in Visualizer reports
Filtering column data in Visualizer reports
Adding a percentage column for a measure in Visualizer reports
Using summaries for columns based on expressions in Visualizer reports
Hiding and showing columns in Visualizer reports
Deleting columns in Visualizer reports
Formatting table summaries in Visualizer reports
Changing general table formatting in Visualizer reports
Formatting data in a Visualizer table
Creating a Crosstab Report in Visualizer
Formatting tables and crosstabs using conditional statements
Working With geomap reports
Creating Geomap Reports
Changing the geomap layer type
Changing the colors of a geomap
Formatting geomap tooltips
Saving a geomap report at a particular zoom level
Overlaying measures on a geomap
Using multiple attributes and layers in geomaps
Applying conditional formatting to a measure on a geomap
Using Custom KML Geomaps
Adding a custom map
Applying a custom map to a geomap
Using Latitude and Longitude in Geomaps
Countries in Geomaps
Visualizer reference
Log history
Metadata Localization and Business Translations for Reports
Setting up the mapping file
Creating query variables
Assigning a variable to a subject area
Color Reference
Supported functions and operators in Visualizer expressions
Visualizer Keyboard Shortcuts
Working with deep linking in Visualizer
Getting started with Designer
Banded reports and groups
Layout mode vs Results mode
Automatic layout mode versus manual layout mode
Creating a report in Designer
Designer charts
Creating a chart in Designer
Starting a chart with data
Starting a chart with a chart type
Creating a trellis chart
Known issues with Designer charts
Adding charts to a Designer report
Applying a Designer report style
Designer report settings
Designer settings
Using hyperlink in Designer
The Sum function
Using column selectors
Pivot in Designer
Drilling into data
Adding drill paths
Exporting a current Designer report
Notifications in Designer
Managing existing notifications
Sorting and filtering in Designer
Conditional formatting in Designer
Displaying conditionals in Designer
Top N results in Designer
Delay reporting changes in Designer
Scheduling other reports in Admin
Report bursting
Creating the content report to be bursted
Creating a data source and the distribution report
Creating a schedule to run and distribute the content report
Sending the notification
Designer exception reports
Setting up Designer exception reports
Creating a schedule to run the exception report
Reports reference
Subject areas
Supported report types
Dashboards report export formats
Pre-aggregate report expressions
Aggregation rule operators
Examples of pre-aggregate report expressions
Number, date, and time pattern string formats
Number formats
Date and time formats
Date format examples
Embedded reports
Drilling using Infor OS Portal or Infor Ming.le
Creating Infor OS Portal or Infor Ming.le widgets
In-context business intelligence
Enabling the ICBI widget
Creating custom subject area for ICBI
Visualizer report requirements for ICBI widget
Tagging Visualizer reports for ICBI
Creating Birst applications in Infor OS Portal or Infor Ming.le
Embedding Birst in Infor Ming.le pages
Setting up a placeholder Birst service provider in Infor Ming.le
Setting up the Birst SAML configuration
Creating the Birst service provider in Infor Ming.le
Embedding Birst in Infor OS Portal Workspaces
Setting up a placeholder Birst service provider in Infor OS Portal
Setting up the Birst SAML configuration
Creating the Birst Service Provider in Infor OS Portal
Troubleshooting Birst embedded content in Infor OS Portal or Infor Ming.le
Configuring specific Birst reports in Infor Ming.le Homepages
Embedding Visualizer reports in Infor Ming.le using a web page widget
  • Links
  • docs.infor.com
  • Send Feedback on Current Topic
  • Product Support
  • Open link in new tab
  • Open link in new window
  • Copy link to clipboard