System / Add-in Manager / View Definition Wizard

Setting Options for View Analysis-Style Views

You can create and View Analysis-style views with the View Definition Wizard. For general information on these types of views, see Working with View Analysis Views.

Note: View Analysis views must have a sort order other than a table's primary key, and they must contain a calculation. For example, you might have a view that calculates the average rentable area for buildings and organizes (groups) this data by the state in which the building is located. In this case, you must make Rentable Area and State Code visible in the view and you must choose State Code as the grouping field.

Creating a View with View Definition Wizard

Follow these basic steps to define a view analysis-style view:

1. Start the View Definition Wizard from this location on the Process Toolbar
• System / Add-In Manager / Run View Definition Wizard
2. On the Select Type screen, choose:
• summary report or chart (view analysis)
3. On the Select Pattern screen, choose the type of view analysis display:
• summary report
• summary chart
• drill-down summary report
• drill-down summary chart
4. On the Select Data screen, choose the table whose data you will analyze and also any drill-down tables.
5. Move to the Set Characteristics tab, which presents a second row of tabs and a series of buttons.
6. Click the Select Fields button to set the fields to display in the view.
   • Include the fields whose data you want to summarize and group by. For example, if you want to summarize room areas according to standard, be sure to make visible Room Area and Room Standard.
   • Although the view analysis view does not display the primary key of the records it analyzes, you may want to include the primary key in the view for drill-down purposes. For example, if you create a column chart that summarizes area by postal code, the user can double click on the column to invoke a pop-up displaying the records that contribute to this total. By including the primary key field in the view, the user can identify the records that display in this pop-up and contribute to the summary.
7. Click the Set Grouping button to set the fields (specify either one or two fields) by which you want the report to group data.
• These fields must be visible in the view. If these fields are not visible, you can return to the Select Fields tab to make these fields visible.
• You cannot set the primary key field as the grouping field.
• For example, if you want to summarize room area according to room standard, set Room Standard as the grouping field. If you want to summarize room area according to room standard and within room standard by division, set Room Standard as the first grouping field and Division Code as the second grouping field. (Both of these fields must be visible in the view.)
• For any fields that are date fields, you must choose how you want the view to group the data: by Year, Year and Week, Year and Quarter, and so on. These options correspond to the available date-grouping formulas. Note that if a summary view is already grouped by a date field, you do not set this option.
8. Click the Set Options button to set the calculations that the view will run.  
   • For each numeric field in the view, you can choose to include a sum, count, and average statistic, as well as sum percentage, count percentage, and average percentage.
   • If your view is a chart, the system presents additional options for defining the chart. See Chart Options for details.
9. Set a restriction or add a standard table following the same procedure as you would for a non-view analysis-style view.
10. Test your display, save the view, and add to the Navigator as described in Defining New Views.