Edit Worksheet dialog: Select Items tab

Use this tab to specify which items to display on the current worksheet. For example, you might want to add items so that you can analyze your data in a new way.


This dialog is also displayed as:
Worksheet Wizard dialog: Select Items page

For more information on tabs on the Select Items tab, see:

"Edit Worksheet dialog: Select Items tab: Items tab"

"Edit Worksheet dialog: Select Items tab: Conditions tab"

"Edit Worksheet dialog: Select Items tab: Calculations tab"

Items tab

This tab displays available items that you can add to the current worksheet (for more information, see "Edit Worksheet dialog: Select Items tab: Items tab").

Conditions tab

This tab displays available conditions that you can add to the current worksheet (for more information, see "Edit Worksheet dialog: Select Items tab: Conditions tab").

Calculations tab

This tab displays available calculations, percentages, and totals that you can add to the current worksheet (for more information, see "Edit Worksheet dialog: Select Items tab: Calculations tab").

Selected

Use this list to see the items currently displayed on the worksheet.

To remove an item from the worksheet, select the item in the Selected list, then click the left arrow button (<) to move it back to the Available list.

To select multiple items at a time, hold down the control key (Ctrl) when you select items.

New

Use this button to display a list of item types (calculations, totals, conditions) that you create and add to the worksheet.

Edit

Use this button to edit the item currently selected in the Available items list.

Note: You can only edit items that you have created. You cannot edit items created by the Discoverer manager. Click New to create a worksheet item.

Show

Use this button to display the "Show Condition dialog", where you can look at the currently selected condition in detail.

Note: This button is active when you are not allowed to edit the currently selected condition (for more information, see the description of the Edit button).

Delete

Use this button to permanently remove the item currently selected in the Available items list.

Note: You can only delete items that you have created (for more information, see Show option). You cannot delete items created by the Discoverer manager.

Notes

  • If you remove an item from a worksheet, you also remove items that are dependent on the item (for example, calculations, conditions). For example, if you remove an item called Sales SUM that is used in a calculation, the calculation is also removed.


Edit Worksheet dialog: Select Items tab: Items tab

Use this tab to see the items available for use in the worksheet, to edit items, and to add items to the current worksheet. For more information about options on the Select Items tab, see "Edit Worksheet dialog: Select Items tab".

List

Use this drop down list to select a different business area (for more information about business areas, see "What are business areas?"). This drop down list is only active when you have access to multiple business areas.

Hint: If you cannot see the items you want to analyze, ensure that you selected the correct connection when you started Discoverer Plus Relational. If necessary, exit Discoverer Plus Relational and restart Discoverer Plus Relational using a different connection that has access to the business area you want to analyze.

<Flashlight button>

Click the flashlight button next to the List field to display the "Find dialog (in Item Navigator)", which enables you to search any business area for items you want to add to the worksheet.

<Items list>

Use this list to see the items available for use in the worksheet, and to add and remove items to and from the worksheet. You can also use options on the Available Items toolbar to create new items (for example, new calculations or conditions) and edit existing items. For more information about options on the Available Items toolbar, see "Available Items pane".

Hint: To locate an item quickly when the focus is on the <Items list>, type the first letter of the item or folder you want to locate. The next item or folder beginning with the typed letter is highlighted. For example, type 'r' to locate the Region item.

Click the plus (+) and minus (-) buttons next to folders and items to expand and collapse them.

To add an item to the worksheet, do one of the following:

  • drag and drop an item from this field into the Selected field

  • select an item and click the right arrow button (>)

To select multiple items at a time, hold down the control key (Ctrl) when you select items. Items currently displayed on the worksheet are marked with a checkmark.

For descriptions of icons used in the <Items list>, see "About icons used in the Discoverer item navigator".

Notes

  • Discoverer can show the name and description of database joins that exist between the folders displayed in the <Items list> and for items displayed in the Selected list. For more information, see the description of the Show Joins check box in the "Options dialog: Advanced tab".


Edit Worksheet dialog: Select Items tab: Conditions tab

Use this tab to see the conditions available for use in the worksheet, to edit conditions, and to apply conditions to the current worksheet. For more information about options on the Select Items tab, see "Edit Worksheet dialog: Select Items tab".

List

Use this drop down list to select the type of conditions to display in the <Items list> below, as follows:

  • choose 'All Items' to see all available conditions

  • choose 'Selected Items' to see conditions related to items currently included in the worksheet

  • choose a particular worksheet item (for example, Profit SUM) to see conditions active on that item

<Items list>

Use this list to see the conditions available for use in the worksheet, to apply conditions to the worksheet, and to remove conditions from the worksheet.

Click the plus (+) and minus (-) buttons next to a condition category (for example, My Conditions) to expand and collapse the category.

To apply a condition to the worksheet, do one of the following:

  • drag and drop a condition from this field into the Selected field

  • select a condition and click the right arrow button (that is, >)

To select more than one condition at a time, hold down the control key (Ctrl) when you select items. Conditions currently applied to the worksheet are marked with a checkmark.

For descriptions of icons used in the <Items list>, see "About icons used in the Discoverer item navigator".


Edit Worksheet dialog: Select Items tab: Calculations tab

Use this tab to see the calculations, percentages, and totals available for use in the worksheet, and to create and edit calculations, percentages, and totals. For more information about options on the Select Items tab, see "Edit Worksheet dialog: Select Items tab".

List

Use this drop down list to select the type of calculations to display in the <Items list> below, as follows:

  • choose 'All Items' to see all available calculations, percentages, and totals

  • choose 'Selected Items' to see calculations, percentages, and totals related to items currently included in the worksheet

  • choose a particular worksheet item (for example, Profit SUM) to see calculations, percentages, and totals active on that item

<Items list>

Use this list to see the calculations, percentages, and totals available for use in the worksheet, and to add and to remove calculations, percentages, and totals to and from the worksheet.

Click the plus (+) and minus (-) buttons next to a calculation category (for example, My Calculations, My Percentages, My Totals) to expand and collapse the category.

To add a calculation/total/percentage to the worksheet, do one of the following:

  • drag and drop a calculation/total/percentage from this field into the Selected field

  • select a calculation, percentage, or total in this field and click the right arrow button (that is, >)

To select multiple items at a time, hold down the control key (Ctrl) when you select items. Items currently displayed on the worksheet are marked with a checkmark.

For descriptions of icons used in the <Items list>, see "About icons used in the Discoverer item navigator".