Adding data to the list object

This task adds data items and an active report summary to the list object.

Procedure

  1. Click the Source tab Source tab icon. and drag the following data items to the list:
    • Sales (query) > Retailers > Region.
    • Sales (query) > Products > Product line.
    • Sales (query) > Sales > Quantity.
    • Sales (query) > Sales > Revenue.
    • Sales (query) > Sales > Planned revenue.
  2. Pause the pointer over the Query Explorer icon Query explorer icon. and click Query2.
  3. Click the Toolbox tab Toolbox tab icon. and drag Data Item to the Data Items pane.

    The Data Item Expression window appears.

  4. Copy and paste the following expression into the Expression Definition box and click OK:

    ([Revenue] - [Planned revenue]) / abs([Planned revenue])

    This data item calculates the percentage difference between revenue and planned revenue.

  5. In the Properties pane of the data item, modify the following properties:
    1. In the Name property, delete the default name and type % Difference.
    2. Change Aggregate Function to Calculated.
  6. Pause the pointer over the Page Explorer icon page explorer icon and click Page1.
  7. Click the Data Items tab Data items tab icon. and drag % Difference from Query2 to the end of the list.
  8. Click the % Difference column body in the list.
  9. In the Properties pane, double-click the Data Format property and do the following:
    1. Click the Format type list and select Percent.
    2. In the list of properties, click the No. of Decimal Places, select 2, and click OK.
  10. With the % Difference column still selected, in the toolbar, click the Summarize icon Summarize button icon. and under Summarize in Output, click Total.
Parent topic: Example - Sales analysis active report