A data series is a group of data based on filtered criteria and fields you want to appear in the results. A report contains one or more data series. When you have more than one data series, you can combine them if necessary.
The following flowchart illustrates how to create a data series. Click areas of this flowchart for more information. Note: The 'New' Icon has been redesigned for 5.x+ users. This does not affect functionality.
The Data page of the report displays a row for each existing data series, plus a block with parameter information. A parameter is a value for the report that you enter into a prompt when the report runs. When you create a new report, this page is disabled until you specify the properties under the General tab and save. When the report specification is in Edit mode, the Data page allows you to edit and create data series.
You can delete an existing data series or parameter by selecting the check-box next to the row and clicking Remove.
Each row of a data series includes the following fields:
Field
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Description
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Order
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A number that controls the sequence of appearance for each data series that appears in the report output. If multiple data series have the same value, they appear in alphabetic sequence of Name.
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Name
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The name of the data series in the report output. Click the name to specify data for the data series, as described in Specifying Data for a Data Series. This field is not editable.
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Unique Key
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A text string used to localize reports and translate the report prompts and labels. If your organization does not localize, leave this field empty. If you plan to localize, enter a string that is not used as the Unique Key of any other data series in the report. Use only characters A-Z, a-z, and 0-9. The maximum length is 50 characters.
This field is only editable if it is empty. Once you enter a text value for this field, you cannot change it.
For more information about localization, see Localizing Reports.
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Record Type
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The types of records where fields in this data series originate. This field is not editable.
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Create a Copy
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Creates a new data series with the same information. After you create a copy, click the text next to the Name field in the Properties section to update it with a better description of the data series.
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Field
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Description
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Order
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A number that controls the sequence that the report prompts parameters at runtime. If multiple parameters have the same value, they appear in alphabetic sequence of Name.
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Name
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The name of the parameter. This name is not visible in the report output at runtime, solution developers may use it to embed the report in a custom page or portal pane. The name also appears in i18n keys for localizing reports. This field is not editable.
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Field Type
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The datatype of the parameter.
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Operator
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The numeric operator that tests the report data against the parameter value. This field is not editable.
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Default Value
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A value that the end user sees at runtime when prompted to enter parameter values.
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Note: You cannot create new parameters using the Parameters block, only while defining filter criteria, as described in Filtering the Data.
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