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Infor Query & Analysis Cloud User Guide
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About Query & Analysis Cloud
Languages
Environments
Logging on
Switching environments
Importing environments
Exporting environments
Switching, importing and exporting environments from machine level
Extracting data
Summary Link
Creating a summary link
Summary Report
Creating a summary report
Detailed Report
Creating a detailed report
Reference Link
Creating a reference link
Query Definition dialog
Setting filter options
Selecting filter options
Extraction types
Sorting output items
Output options
Period selection
Selecting a period
Current Period Override
Date lookup
Report style
Using Auto Format
Pattern matching
Report Designer
Accessing and exiting Report Designer
The Report Designer window
Creating a simple report
Creating a simple report without Page Headers or Totals
Designing a report
Adding and deleting columns
Adding and deleting empty columns
Moving columns
Copying columns
Adding and removing rows
Adding and deleting names
About sections
Adding and deleting sections
Expanding and collapsing subtotal rows
Example of adding headers and subtotals
Example of setting different levels for headers and subtotals
Adding a running total
Example of adding running totals
Including filters in your report layout
Example of setting a filter
Including user-defined outputs in your report layout
Example of including user defined output in a report
Clearing content
Formatting cells
Selecting a cell category
Aligning cells
Selecting a font
Adding a border
Adding a background color to the report design
Copying a formatted cell using Format Painter
Clearing the formats applied to cells
Cell Referencing in Report Designer
Absolute and relative cell addressing
Automatic filter lookups
Named cells
Creating named cells
Filtering on named cells
Designing efficient reports
Data extraction examples
Recalculating
User-defined outputs
Creating user-defined output
Adding super field as user-defined output
Adding cell reference as user-defined output
Adding named range as user-defined output
Adding reference to another user-defined output
Adding filtered data as user-defined output
Managing user-defined output
Output formats
User-defined output functions
&
Mid
Left
Right
UCase
LCase
DateDiff
DateValue
DateSerial
Day
WeekdayName
Month
Year
Now
DateTime
CDATE
And
OR
If statements
Mathematical operators
Analyzing data
Drilling down
Drill Path Manager
Current Drill Path
Replay Saved Drill Path
Removing Saved Drilled Path
Linked sheets
Moving the Drill Path Manager
Resizing the Drill Path Manager Window
Summary Drilldown
Using Summary Drilldown
Transaction Drilldown
Using Transaction Drilldown
Drilldown examples
Breakout
Using Breakout
Expand
Using Expand
Data Send
Data Send dialog
Constructing a Data Send definition
Creating a Data Send
Data Send to SunSystems Cloud in Infor Ming.le
Data Send to SunSystems Cloud in Infor OS Portal
Suppressing zeros
Using Zero Suppress in rows or columns
Suppressing zeros in reports
Suppressing zeros in drilldown functions
Example using Zero Suppress in the Breakout function
Suppressing zeros in analysis sheets
Macros
Supported macros
Creating macros
Recalculate the report
Run and populate a query formula
Insert and run a query formula
Executing an Internal Data Send Definition
Log on / log off server
Schedules
Accessing Schedules
Scheduling a workbook
Viewing a schedule
Deleting a schedule
Utilities
Migrate
Migrate current workbook
Migrate folder
Offline Formulas
Hierarchy Designer
Creating a parent hierarchy
Managing hierarchies
Adding a parent node to the hierarchy
Adding a child node to the hierarchy
Removing a node from the hierarchy
Removing all nodes from a hierarchy
Validating filters in the hierarchy
Hierarchy extraction types
Extracting data from hierarchies
Reporting on a hierarchy
Filtering on a hierarchy
Clearing the DataLink cache
Clearing the DataLink cache
Setting up the Q&A Cloud client
Q&A Cloud client software
Q&A Cloud client setup page
Installing the Q&A Cloud client
Updating the Q&A Cloud client
Setting up the Q&A Cloud client from machine level
Installing the Q&A Cloud client from machine level using command line
Updating the Q&A Cloud client from machine level using command line
Updating the Q&A Cloud client from machine level using UI
Updating the Q&A Cloud client from machine level as a non-administrator user
Removing the user level Q&A Cloud client after update
Silent installation of the Q&A Cloud client
Recording .iss file
Deploying the Q&A client
Configuring Q&A Cloud roles in Infor Ming.le
Configuring Q&A Cloud roles in Infor OS Portal
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