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Table of Contents

Interface Elements for Windows (Home Page)

................................................................................................................................................. 9 Charting
........................................................................................................................................................................................... 10 Chart Wizard
.................................................................................................................................................................................. 12 Chart Type Page
.................................................................................................................................................................................. 13 Appearance Page
.................................................................................................................................................................................. 15 Series Page
.................................................................................................................................................................................. 17 Data Page
.................................................................................................................................................................................. 21 Chart Page
.................................................................................................................................................................................. 23 Diagram Page
.................................................................................................................................................................................. 25 Panes Page
.................................................................................................................................................................................. 27 Axes Page
.................................................................................................................................................................................. 29 Series Views Page
.................................................................................................................................................................................. 31 Point Labels Page
.................................................................................................................................................................................. 33 Chart Titles Page
.................................................................................................................................................................................. 35 Legend Page
.................................................................................................................................................................................. 37 Annotations Page
........................................................................................................................................................................................... 39 Select Chart Elements
........................................................................................................................................................................................... 41 Zoom a Chart
........................................................................................................................................................................................... 42 Scroll a Chart
........................................................................................................................................................................................... 43 Rotate a Chart
................................................................................................................................................. 44 Editors
........................................................................................................................................................................................... 45 Working with Dropdown Editors
........................................................................................................................................................................................... 46 Editing Values, Selecting Text and Using the Clipboard
........................................................................................................................................................................................... 48 Editor Context Menu
................................................................................................................................................. 49 Expression Editor
........................................................................................................................................................................................... 51 Expression Operators, Functions and Constants
................................................................................................................................................. 57 Filter Editor
........................................................................................................................................................................................... 58 Filter Data via the Filter Editor
........................................................................................................................................................................................... 61 Examples of Using the Filter Editor
................................................................................................................................................. 68 Grid
........................................................................................................................................................................................... 69 Data Editing
.................................................................................................................................................................................. 69 Add and Delete Grid Records
.................................................................................................................................................................................. 70 Edit Grid Cells
........................................................................................................................................................................................... 72 Data Presentation
.................................................................................................................................................................................. 72 Sort Grid Rows
.................................................................................................................................................................................. 75 Group Grid Rows
.................................................................................................................................................................................. 78 Filter Grid Data
.................................................................................................................................................................................. 82 Show Summaries (Totals) in Grids
........................................................................................................................................................................................... 83 Layout Customization
.................................................................................................................................................................................. 83 Expand and Collapse Rows and Cards in Grids
.................................................................................................................................................................................. 85 Hide and Display Grid Columns, Bands and Card Fields
.................................................................................................................................................................................. 89 Rearrange Grid Columns, Bands and Card Fields
.................................................................................................................................................................................. 91 Resize Cards in Grids
.................................................................................................................................................................................. 93 Resize Grid Columns, Bands and Card Fields
........................................................................................................................................................................................... 95 Selection and Navigation
.................................................................................................................................................................................. 95 Locate Grid Records
.................................................................................................................................................................................. 96 Navigate Through Grid Records
.................................................................................................................................................................................. 97 Select Grid Rows and Cards

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................................................................................................................................................. 98 Layout Manager
........................................................................................................................................................................................... 99 Layout Customization
.................................................................................................................................................................................. 99 Start Layout Customization
.................................................................................................................................................................................. 100 Finish Layout Customization
.................................................................................................................................................................................. 101 Hide and Display Elements using a Layout Manager
.................................................................................................................................................................................. 102 Change Element Layout
.................................................................................................................................................................................. 103 Resize Interface Elements
.................................................................................................................................................................................. 104 Add Empty Regions, Separators, Splitters and Labels
.................................................................................................................................................................................. 105 Change Text Label Options
.................................................................................................................................................................................. 106 Work with Interface Element Groups
.................................................................................................................................................................................. 108 Create and Delete Tabbed Groups
........................................................................................................................................................................................... 112 Save and Restore Layout
.................................................................................................................................................................................. 112 Save and Restore Interface Layout
................................................................................................................................................. 113 Navigation Bars
........................................................................................................................................................................................... 114 Navigation Pane
........................................................................................................................................................................................... 117 Navigation Bar
................................................................................................................................................. 119 Pivot Table
........................................................................................................................................................................................... 120 Data Editing
.................................................................................................................................................................................. 120 Edit Data in Pivot Tables
........................................................................................................................................................................................... 122 Data Presentation
.................................................................................................................................................................................. 122 Sort Data in Pivot Tables
.................................................................................................................................................................................. 123 Filter Data in Pivot Tables
........................................................................................................................................................................................... 126 Layout Customization
.................................................................................................................................................................................. 126 Expand and Collapse Groups in Pivot Tables
.................................................................................................................................................................................. 127 Hide and Display Pivot Table Fields
.................................................................................................................................................................................. 131 Reorder Pivot Table Fields
........................................................................................................................................................................................... 132 Selection and Navigation
.................................................................................................................................................................................. 132 Select Cells in Pivot Tables
................................................................................................................................................. 134 Print Preview
........................................................................................................................................................................................... 137 File Management
.................................................................................................................................................................................. 137 Save a Print Preview to a File
.................................................................................................................................................................................. 138 Load a Print Preview from a File
........................................................................................................................................................................................... 139 Printing and Page Setup
.................................................................................................................................................................................. 139 Print a Document via the Print Dialog
.................................................................................................................................................................................. 140 Print a Document Using Default Settings
.................................................................................................................................................................................. 141 Change Printing Settings via the Page Setup Dialog
.................................................................................................................................................................................. 142 Specify Page Margins in Print Preview
........................................................................................................................................................................................... 143 Headers and Footers
.................................................................................................................................................................................. 143 Insert Page Header and Page Footer into Printed Documents
.................................................................................................................................................................................. 144 Insert Page Numbers into Printed Documents
.................................................................................................................................................................................. 145 Insert Date and Time into Printed Documents
.................................................................................................................................................................................. 146 Insert the User Name into Printed Documents
.................................................................................................................................................................................. 147 Insert a Logo into Printed Documents
........................................................................................................................................................................................... 148 Scaling
.................................................................................................................................................................................. 148 Scale Print Preview by Entering a Zoom Factor
.................................................................................................................................................................................. 149 Scale Print Preview by Specifying Width in Pages
........................................................................................................................................................................................... 150 Zooming
.................................................................................................................................................................................. 150 Zoom Print Preview In or Out
.................................................................................................................................................................................. 151 Zoom Print Preview by Entering a Zoom Factor
.................................................................................................................................................................................. 152 Zoom Print Preview to Show Whole Pages or Fit Content
.................................................................................................................................................................................. 153 Show Two or More Pages in Print Preview
........................................................................................................................................................................................... 154 Viewing and Navigating
.................................................................................................................................................................................. 154 Navigate Between Pages in Print Preview .................................................................................................................................................................................. 155 Use the Hand Tool in Print Preview

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Naviate in Print Preview Usin Bookmarks	156
.................................................................................................................................. g g .................................................................................................................................. Search for a Specific Text in Print Preview	................................................ ................................................ 157
.................................................................................................................................. Switch Print Preview Display Mode	................................................ 158
........................................................................................................................................... Watermark and Background	................................................ 160
.................................................................................................................................. Change Watermark and Background Settings in Print Preview	................................................ 160
.................................................................................................................................. Remove a Watermark in Print Preview	................................................ 163
........................................................................................................................................... Exporting	................................................ 164
.................................................................................................................................. Exporting from Print Preview	................................................ 164
.................................................................................................................................. PDF-Specific Export Options	................................................ 166
.................................................................................................................................. HTML-Specific Export Options	................................................ 168
.................................................................................................................................. MHT-Specific Export Options	................................................ 169
.................................................................................................................................. RTF-Specific Export Options	................................................ 170
.................................................................................................................................. XLS-Specific Export Options	................................................ 171
.................................................................................................................................. XLSX-Specific Export Options	................................................ 172
.................................................................................................................................. CSV-Specific Export Options	................................................ 173
.................................................................................................................................. TXT-Specific Export Options	................................................ 174
.................................................................................................................................. Image-Specific Export Options	................................................ 175
........................................................................................................................................... Passing Parameters	................................................ 176
........................................................................................................................................... Miscellaneous	................................................ 177
.................................................................................................................................. Customize Printing Settings of Charts	................................................ 177
.................................................................................................................................. Customize Printing Settings of Grids	................................................ 178
.................................................................................................................................. Customize Printing Settings of Pivot Tables	................................................ 179
.................................................................................................................................. Customize Printing Settings of Tree Views	................................................ 180
........................................................................................................................................... Warnings and Error Messages	................................................ 181
.............................................................................................................. Report Designer	................................... 182
........................................................................................................................................... Report Editing Basics	................................................ 183
.................................................................................................................................. Back Up the Current Layout Before Modifying It	................................................ 184
.................................................................................................................................. Manually Update Report Output	................................................ 185
.................................................................................................................................. Change Element Layout in Your Report	................................................ 186
.................................................................................................................................. Change Fonts and Colors of Report Elements	................................................ 187
.................................................................................................................................. Delete Report Elements	................................................ 188
.................................................................................................................................. Add or Modify Static Information in Your Report	................................................ 189
.................................................................................................................................. Display Values from a Database (Bind Report Elements to Data)	................................................ 192
.................................................................................................................................. Use Mail Merge in Report Elements	................................................ 196
.................................................................................................................................. Add Calculated Fields to a Report	................................................ 197
.................................................................................................................................. Add Parameters to a Report	................................................ 200
.................................................................................................................................. Change Value Formatting of Report Elements	................................................ 203
.................................................................................................................................. Change or Apply Data Sorting to a Report	................................................ 204
.................................................................................................................................. Change or Apply Data Filtering to a Report	................................................ 206
.................................................................................................................................. Change or Apply Data Grouping to a Report	................................................ 207
.................................................................................................................................. Add Totals to a Report	................................................ 210
.................................................................................................................................. Add Page Numbers and System Information to a Report	................................................ 213
.................................................................................................................................. Create or Modify Watermarks of a Report	................................................ 217
........................................................................................................................................... Create Reports	................................................ 220
.................................................................................................................................. Basic Operations	................................................ 221
........................................................................................................................... Create a New Report	................................................ 222
........................................................................................................................... Bind a Report to Data ........................................................................................................................... Controls Positioning	................................................ 223 ................................................ 227
........................................................................................................................... Change Measurement Units for a Report	................................................ 230
........................................................................................................................... Change Page Settings for a Report	................................................ 231
.................................................................................................................................. Report Types	................................................ 235
Stti Rt	236
........................................................................................................................... ac epor ........................................................................................................................... Table Report	................................................ ................................................ 238
........................................................................................................................... Label Report	................................................ 241
........................................................................................................................... Master-Detail Report (Detail Report Bands)	................................................ 243
........................................................................................................................... Multi-Column Report ........................................................................................................................... Cross-Tab Report	................................................ 246 ................................................ 248

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Parameterized Report	252
.......................................................................................................................... .......................................................................................................................... Chart with Static Series	................................................. ................................................. 255
.......................................................................................................................... Chart with Dynamic Series	................................................. 259
................................................................................................................................. Styles and Conditional Formatting	................................................. 264
.......................................................................................................................... Understand Styles Concepts	................................................. 265
.......................................................................................................................... Use Odd and Even Styles	................................................. 268
.......................................................................................................................... Store and Restore Style Sheets	................................................. 270
.......................................................................................................................... Conditionally Change a Control's Appearance	................................................. 273
.......................................................................................................................... Conditionally Hide Bands	................................................. 277
.......................................................................................................................... Conditionally Change a Label's Text	................................................. 280
................................................................................................................................. Navigation	................................................. 283
.......................................................................................................................... Add Bookmarks	................................................. 284
.......................................................................................................................... Create Hyperlinks	................................................. 286
.......................................................................................................................... Add a Cross-Reference	................................................. 287
................................................................................................................................. Miscellaneous	................................................. 289
.......................................................................................................................... Handle Events via Scripts	................................................. 290
.......................................................................................................................... Show the Current Row Index	................................................. 294
.......................................................................................................................... Count the Number of Records in a Report or a Group	................................................. 295
.......................................................................................................................... Add Page Numbers for Groups	................................................. 298
.......................................................................................................................... Cancel Printing If a Report Does Not Contain Any Records	................................................. 300
.......................................................................................................................... Limit the Number of Records per Page	................................................. 301
.......................................................................................................................................... Report Designer Reference	................................................. 305
................................................................................................................................. Report Designer UI	................................................. 306
.......................................................................................................................... Component Tray	................................................. 307
.......................................................................................................................... Context Menu	................................................. 308
.......................................................................................................................... Control Toolbox	................................................. 309
.......................................................................................................................... Design Panel	................................................. 310
.......................................................................................................................... Designer Tab	................................................. 311
.......................................................................................................................... Field List	................................................. 312
.......................................................................................................................... Formatting Toolbar	................................................. 313
.......................................................................................................................... Group and Sort Panel	................................................. 314
.......................................................................................................................... HTML View Tab	................................................. 315
.......................................................................................................................... Layout Toolbar	................................................. 316
.......................................................................................................................... Main Menu	................................................. 317
.......................................................................................................................... Main Toolbar	................................................. 318
.......................................................................................................................... Preview Tab	................................................. 319
.......................................................................................................................... Property Grid	................................................. 320
.......................................................................................................................... Report Explorer	................................................. 321
.......................................................................................................................... Scripts Errors Panel	................................................. 322
.......................................................................................................................... Scripts Tab	................................................. 323
.......................................................................................................................... Smart Tag	................................................. 324
Status Bar	326
.......................................................................................................................... .......................................................................................................................... Zoom Toolbar	................................................. ................................................. 327
................................................................................................................................. Report Controls	................................................. 328
.......................................................................................................................... Label	................................................. 332
.......................................................................................................................... Check Box	................................................. 335
.......................................................................................................................... Rich Text	................................................. 338
.......................................................................................................................... Picture Box	................................................. 341
.......................................................................................................................... Panel	................................................. 345
.......................................................................................................................... Table	................................................. 348
Table Row	351
.......................................................................................................................... .......................................................................................................................... Table Cell	................................................. ................................................. 353
.......................................................................................................................... Line	................................................. 356
.......................................................................................................................... Shape	................................................. 358
.......................................................................................................................... Bar Code	................................................. 361
.......................................................................................................................... Zip Code Cht	................................................. 367 369
.......................................................................................................................... ar .......................................................................................................................... Pivot Grid	................................................. ................................................. 374

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........................................................................................................................................................................... 377 Page Info
........................................................................................................................................................................... 380 Page Break
........................................................................................................................................................................... 381 Cross-band Line
........................................................................................................................................................................... 383 Cross-band Box
........................................................................................................................................................................... 385 Subreport
.................................................................................................................................................................................. 387 Report Bands
........................................................................................................................................................................... 389 Detail Band
........................................................................................................................................................................... 392 Grouping Bands
........................................................................................................................................................................... 396 Report Header and Footer
........................................................................................................................................................................... 398 Page Header and Footer
........................................................................................................................................................................... 400 Page Margin Bands
........................................................................................................................................................................... 402 Detail Report Band for Master-Detail Reports
.................................................................................................................................................................................. 405 Report Settings
........................................................................................................................................................................................... 410 Report Wizard
.................................................................................................................................................................................. 411 Standard Report Wizard
........................................................................................................................................................................... 413 Step 1 - Enter a Dataset Name
........................................................................................................................................................................... 414 Step 2 - Choose a Data Connection
........................................................................................................................................................................... 415 Step 3 - Choose the Table or View
........................................................................................................................................................................... 416 Step 4 - Choose Columns to Display in Your Report
........................................................................................................................................................................... 418 Step 5 - Add Grouping Levels
........................................................................................................................................................................... 421 Step 6 - Summary Options
........................................................................................................................................................................... 423 Step 7 - Choose Report Layout
........................................................................................................................................................................... 424 Step 8 - Choose Report Style
........................................................................................................................................................................... 425 Step 9 - Enter a Report Title
.................................................................................................................................................................................. 426 Label Report Wizard
........................................................................................................................................................................... 427 Step 1 - Select a Label Type
........................................................................................................................................................................... 428 Step 2 - Customize Label Options
........................................................................................................................................................................................... 429 Preview, Print and Export Reports
................................................................................................................................................. 430 Ribbon
........................................................................................................................................................................................... 431 Frequently Used Ribbon Commands
........................................................................................................................................................................................... 433 Minimize Ribbon
........................................................................................................................................................................................... 434 Invoke Ribbon Commands
................................................................................................................................................. 435 Rich Text Editor
........................................................................................................................................................................................... 437 Text Editor UI
.................................................................................................................................................................................. 437 Editor Elements
.................................................................................................................................................................................. 440 Toolbars
........................................................................................................................................................................................... 442 File Operations
.................................................................................................................................................................................. 442 Create a New Document
.................................................................................................................................................................................. 443 Load a Document
.................................................................................................................................................................................. 444 Save a Document
.................................................................................................................................................................................. 446 Print a Document
........................................................................................................................................................................................... 448 Margins and Page Orientation
........................................................................................................................................................................................... 449 Viewing and Navigating
.................................................................................................................................................................................. 449 Navigate through a Document
.................................................................................................................................................................................. 450 Switch Document Views
.................................................................................................................................................................................. 452 Zoom a Document
........................................................................................................................................................................................... 453 Text Editing
.................................................................................................................................................................................. 453 Select Text
.................................................................................................................................................................................. 455 Delete Text
.................................................................................................................................................................................. 456 Find and Replace Text
.................................................................................................................................................................................. 459 Use a Clipboard
.................................................................................................................................................................................. 460 Check Text Spelling
.................................................................................................................................................................................. 462 Undo and Redo Last Operations
........................................................................................................................................................................................... 463 Formatting
.................................................................................................................................................................................. 463 Format Text .................................................................................................................................................................................. 465 Format Paragraphs

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Lists	467
............................................................................................................................. .................................................................................................................... Numbered Lists	.............................................................. .............................................................. 467
.................................................................................................................... Bulleted Lists	.............................................................. 471
.................................................................................................................... Multilevel Lists	.............................................................. 475
............................................................................................................................. Header and Footer	.............................................................. 480
............................................................................................................................. Embedding Fields (Mail Merge)	.............................................................. 483
............................................................................................................................. Miscellaneous	.............................................................. 485
.................................................................................................................... Insert a Bookmark	.............................................................. 485
.................................................................................................................... Insert a Hyperlink	.............................................................. 487
.................................................................................................................... Insert a Page Break	.............................................................. 489
.................................................................................................................... Insert a Picture	.............................................................. 490
.................................................................................................................... Insert Page Numbers	.............................................................. 491
.................................................................................................................... Insert a Symbol	.............................................................. 493
.................................................................................................... Scheduler	............................................. 494
............................................................................................................................. Appointment Management	.............................................................. 496
.................................................................................................................... Create an Appointment	.............................................................. 496
.................................................................................................................... Edit an Appointment	.............................................................. 499
.................................................................................................................... Manage Reminders	.............................................................. 503
.................................................................................................................... Delete an Appointment	.............................................................. 505
.................................................................................................................... Restrictions for Operations with Appointments	.............................................................. 507
............................................................................................................................. Layout Customization	.............................................................. 508
.................................................................................................................... Switch Scheduler Views	.............................................................. 508
.................................................................................................................... Scheduler Grouping	.............................................................. 510
.................................................................................................................... Zoom the Scheduling Area	.............................................................. 511
............................................................................................................................. Selection and Navigation	.............................................................. 512
.................................................................................................................... Navigate Dates in the Scheduler	.............................................................. 512
.................................................................................................................... Navigate Scheduler Resources	.............................................................. 514
.................................................................................................................... Navigate Scheduler Time Cells	.............................................................. 515
.................................................................................................................... Scheduler Navigation Buttons	.............................................................. 517
.................................................................................................................... Scheduler 'More' Buttons	.............................................................. 518
.................................................................................................... Toolbars and Menus	............................................. 519
............................................................................................................................. Layout Customization	.............................................................. 520
.................................................................................................................... Open Toolbar Customization Window	.............................................................. 520
.................................................................................................................... Finish Toolbar Customization	.............................................................. 522
.................................................................................................................... Hide and Display Toolbars	.............................................................. 523
.................................................................................................................... Hide and Display Bar Commands	.............................................................. 524
.................................................................................................................... Rearrange Toolbars and Menus	.............................................................. 526
.................................................................................................................... Rearrange Bar Commands	.............................................................. 527
.................................................................................................................... Restore the Default Layout of Bar Commands	.............................................................. 528
............................................................................................................................. Navigation	.............................................................. 530
.................................................................................................................... Keyboard Navigation in Menus and Toolbars	.............................................................. 530
............................................................................................................................. Select Commands	.............................................................. 531
.................................................................................................................... Invoke Toolbar and Menu Commands	.............................................................. 531
.................................................................................................... Tree List	............................................. 532
............................................................................................................................. Data Editing	.............................................................. 533
............................................................................................................................. Data Presentation .................................................................................................................... Show Summaries (Totals) in a Tree List	.............................................................. 535 .............................................................. 535
.................................................................................................................... Sort Tree List Nodes	............................................................. 536
............................................................................................................................. Layout Customization	.............................................................. 537
.................................................................................................................... Expand and Collapse Nodes in a Tree List	.............................................................. 537
Hide and Display Tree List Columns	538
.................................................................................................................... .................................................................................................................... Reorder Tree List Columns	............................................................. .............................................................. 540
.................................................................................................................... Resize Tree List Columns	.............................................................. 541
............................................................................................................................. Selection and Navigation	.............................................................. 542
.................................................................................................................... Navigation in a Tree List	.............................................................. 542

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7 Select Tree List Nodes......................... ......................................................................................................................................................... 543

................................................................................................................................................. 544 Vertical Grid
........................................................................................................................................................................................... 545 Data Editing
........................................................................................................................................................................................... 547 Layout Customization
.................................................................................................................................................................................. 547 Expand and Collapse Rows in Vertical Grids
.................................................................................................................................................................................. 548 Resize Rows and Columns in Vertical Grids
........................................................................................................................................................................................... 549 Navigation

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Interface Elements for Windows

This documentaion provides information on individual User Interface Elements such as grids, navigation panes, data editors, etc. Each element can provide context menus, allow numerous mouse operations and support a number of keyboard shortcuts.

To obtain information about these features, browse through the table of contents to locate the element you are interested in.

• Charting

• Editors

• Expression Editor

• Filter Editor

• Grid

• Layout Manager

• Navigation Bars

• Pivot Table

• Print Preview

• Report Designer

• Ribbon

• Rich Text Editor

• Scheduler

• Toolbars and Menus

• Tree List

• Vertical Grid

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Charting

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Charting

This section describes the capabilities provided by Charts.

Topics in this section:

• Chart Wizard

• Select Chart Elements

• Zoom a Chart

• Scroll a Chart

• Rotate a Chart

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Charting

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Chart Wizard

Use the chart wizard dialog to quickly and easily create a new chart, or modify an existing one.

The Chart Wizard contains the following pages.

Construction group

• Chart Type Page

• Appearance Page

• Series Page Data Page

Presentation group

• Chart Page

• Diagram Page

• Panes Page

• Axes Page

• Series Views Page

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