Skip to main content

Lesson 16: Advanced Charting – Compliance Warnings by Person with a Drill-Down

We want a chart that shows compliance messages for each person. We will compare two years to see if problems are increasing. We want to be able to drill down from the chart to a report.

Create the Drill-Down Report

  1. Right-click on the Expense Analysis (Line Item/Matter) object and select NEW > REPORT.
  2. Add the following fields as dimensions:
  • Header (Segment) – OwnerFlat (Segment) – CUSTOMERUNIQUEID (Field)
  • Header (Segment) – OwnerFlat (Segment) – EXPENSEOWNER (Field)
  • Header (Segment) – LineItem (Segment) – Transaction Year (Field)
  • Header (Segment) – LineItem (Segment) – Compliance (Segment) – ComplianceMessage (Segment) - CompMessageDescription (Segment) – THEVALUESHORT (Field)
  1. Add the following field as a measure:
  • Header (Segment) – LineItem (Segment) – Compliance (Segment) – ComplianceMessage (Segment) - CompMessageDescription (Segment) – MESSAGEID (Field)
  1. Change the SUM Aggregation Function to Count.
  • Note: You may want to change the column titles to more friendly names.

Create a Prompted Filter

  1. Right-click on CUSTOMERUNIQUEID and select Filter Values.
  2. Change the < VALUE > Type to Parameter and the Description to CustomerID. Click OK.
  3. In the Quick Access Toolbar, click the SAVE button. Save the chart in this location: Content > [Your Company Name] > My Content.
  4. Name the report “Lesson 16 - Advanced Charting - Compliance Warnings by Person with a Drill Down – Part 2."
  5. Close InfoAssist.

Create a Basic Chart

  1. Right-click on the Expense Analysis (Line Item/Matter) object and select NEW > CHART.

  2. Add Header (Segment) – LineItem (Segment) - LineItemType (Segment) – Expense (Field) to the X-Axis. Set the visibility to Hide.
  3. Set Header (Segment) – OwnerFlat (Segment) - CUSTOMERUNIQUEID (Field) to the X-Axis. This is the timekeeper number or employee ID. We use it rather than the name so that it can be a parameter that is passed to a drill-down report later.
  4. Set Header (Segment) – LineItem (Segment) – Compliance (Segment) - ComplianceMessage (Segment) – MESSAGEID (Field) as the Measure. Then change the SUM aggregation function to Count.
  5. Set Header (Segment) – LineItem (Segment) – TransactionYear (Field) as the Legend (Series).

Setting Data Labels and Type

  1. In the Series tab, in the Properties group, click on the Data Labels button and set the location to Above to turn on data labels for each bar.
  2. In the Series tab, in the Select group, use the drop-down selector to change from All Series to Series 1 – 2012.
  3. In the Series tab, in the Properties group, click on the Type drop-down selector to select Line. This will change the 2012 series to a line graph, while the 2011 series stays as a bar graph.

Change Titles and Theme

  1. Right-click on the MESSAGEID field and change the title to Number of Compliance Warnings.
  2. Right-click on the CUSTOMERUNIQUEID field and change the title to Timekeeper.
  3. On the Home tab, in the Report group, select Theme. Select the ENgradient_combine.sty template.
  4. Add a Page Header of Compliance Errors by Year.
  5. In the Quick Access Toolbar, click the SAVE button. Save the chart in this location: Content > [Your Company Name] > My Content.
  6. Name the report “Lesson 16 - Advanced Charting - Compliance Warnings by Person with a Drill Down."

Linking the Drill-Down Report to the Chart

  1. Click on the MESSAGEID field in the Measure (Sum) field container. In the Field – MESSAGEID tab, in the Links group, click on Hyperlink.
  2. Select Report.
  3. Click the Browse button. Select Lesson 16 - Advanced Charting - Compliance Warnings by Person with a Drill Down – Part 2 report.
  4. Click the blue and white ampersand button (&) to enter a parameter.
  5. Enter Customer ID for the Name. It must be formatted (all caps, initial caps, lowercase, etc.) exactly like the Parameter Description we created earlier in the lesson.
  6. Select Field for the Type.
  7. Choose CUSTOMERUNIQUEID for the Value.
  8. Run the report. Click on one of the bars to verify that the detail report displays.

Was this article helpful?