Cisco Identity Services Engine User Guide, Release 1.1.x

Understanding Reports View and Interactive Viewer

You can view, run, and customize report data using Reports View and Interactive Viewer for all types of reports.

Note Cisco does not recommend using Interactive Viewer in the following version 8 releases of Windows Internet Explorer running in a Microsoft Windows XP operating system environment:

• Version 8.0.6001.18702
• Version 8.0.6001.18702IC

About Reports View

The Reports View displays lists of catalog or favorites reports, allows you to run reports, view results, export data, and print information. Reports View displays automatically when you choose Operations > Reports > Catalog or Favorites .

• Catalog reports are preconfigured system reports that are standard in Cisco ISE. For more information, see Catalog Reports.
• Favorites reports are frequently used reports that you add to your Favorites page to make them easier to find. For more information, see Favorite Reports.
• Shared reports are reports that you make available for all users by placing them in a shared folder.

About Interactive Viewer

Interactive Viewer allows you to organize and format report data into tables, graphs, or charts. It also allows you to drill down for finer details, filter report data, customize your reports, and then save custom report designs for later use.

You access Interactive Viewer by clicking the Launch Interactive Viewer link on the toolbar that appears at the top of the window after you run a report.

Figure 25-1 Launch Interactive Viewer Icon

The Interactive Viewer toolbar appears, providing the tools for Organizing and Formatting Report Data. For specific information, see Working with the Interactive Viewer Toolbar.

Figure 25-2 Interactive Viewer Toolbar

Using Context Menu Shortcuts

Context menus provide shortcuts for performing formatting and organizing tasks, and they appear when you right-click a report item. Each context menu is specific to the item you right-click. For example, when you right-click a label, the context menu that appears supports formatting the label.

For more information:

See the Troubleshoot of Appendix A, “User Interface Reference,” for details on the fields.

Running, Viewing, and Navigating Reports

This section describes how to run, view, and navigate reports using Reports View. You can specify time increments over which to display data in a report. Available time durations include the last 30 minutes, the last hour, the last 12 hours, yesterday, the last 7 days, or the last 30 days.

Prerequisite

You should have reviewed Understanding Reports View and Interactive Viewer.

To run, view, and navigate reports using the Reports View, complete the following steps:

Step 1 Choose Operations > Reports and Catalog or Favorites . This example uses catalog.

Step 2 Click a Report category from the Reports navigation pane.

Note Hover your mouse cursor over a report name to view a context-sensitive description for the report, along with its logging category, when applicable.

The page for the chosen report category appears.

Step 3 Run a report in one of the following ways:

• Click the radio button to the left of the report name, and then a time duration for the report from the Run drop-down list.
• Click the Report Name link to run the report for today only.

A page appears showing the report data.

Step 4 Enter report criteria for the selected report as needed, and then click Run . To reload the report data click the Reload link.

Step 5 Scroll down to view report results, expanding topic headings for more details.

Step 6 To move forward or back through the report, click the Firs t , Prev , Next , or Last links on the toolbar. Or, jump directly to a specific page by entering the page number in the Go to Page text box, and then clicking Go .

Step 7 To view a table of contents, click the Toggle TOC icon on the toolbar, then click the desired report category in the navigation pane. Click the plus ( + ) icon to expand and view the contents.

For more information:

• Catalog Reports
• Favorite Reports
• Shared Reports
• System Reports
• Available Reports
• Reports for information on individual fields

Exporting and Printing Reports

After you run a report, you can export the data to a spreadsheet or print the data “as is.” You perform these tasks using the Print and Export icons on the toolbar.

Figure 25-3 Print and Export Icons

Exporting Report Data

You can export report data to an Excel spreadsheet as a comma-separated values (.csv) file, pipe-separated values (.psv) file, or a tab-separated values (.tsv) file.

Note Exported report records have a 5 k size limit. Check the size of the data prior to exporting, and export in bundles of 5 k or less.

Spreadsheet data is formatted like the data in the information object or the template. If you edit column headers or format numeric data in the report design, the spreadsheet does not reflect your edits. For more information, see Organizing and Formatting Report Data.

Prerequisite

Check the size of the report data you want to export. The data must be 5 k or less.

To export report data, complete the following steps:

Step 1 Run a report, as described in Running, Viewing, and Navigating Reports.

Step 2 In the top left-hand corner of the report summary page, click the Export Data icon. The Export Data dialog box appears.

Step 3 Choose an Available Results Set from the drop-down list.

Step 4 Specify the data columns that you want to export by selecting the names from the Available Columns list and clicking the arrow button ( >) to move them to the Selected Columns list. Or click the double arrows button (>>) to select and move all the columns.

To move unwanted selected columns back to the Available Columns list, select the column and click the reverse arrow button ( < ). To move all the columns back, click the double reverse arrows button ( << ).

Step 5 Choose an encoding style and separator type from their respective drop-down lists.

Step 6 Check the Export Column Data Type check box, and then click OK .

Printing a Report

You can print a report that appears in the viewer in HTML or PDF format. If you modify the report, you can choose to print the original report or the modified report. For more information, see Organizing and Formatting Report Data.

To print report data, complete the following steps:

Step 1 Run a report, as described in Running, Viewing, and Navigating Reports.

Step 2 In the top left-hand corner of the report summary page, click the Print Report icon. The Print dialog appears.

Step 3 Select a format, either HTML or PDF .

Step 4 For PDF, you can specify the size of the printout by selecting Auto, Actual Size, or Fit to Page.

Step 5 Specify the pages that you want printed by choosing either All , Current Page , or Pages . Then, enter a range of pages in the text field.

Step 6 Click OK . A printer-friendly formatted page appears, along with a Print dialog.

Step 7 Select the appropriate printer, and click OK .

For more information:

See the Reports of Appendix A, “User Interface Reference,” for details on the fields.

Deleting Reports

You can only delete customized reports. You are not allowed to delete catalog system reports.

Prerequisites

You should have created a customized catalog or favorites report, as described in the following sections:

• Customizing Catalog Reports
• Editing or Deleting Favorite Reports

To delete a customized report, complete the following steps:

Step 1 Choose Operations > Reports > Catalog , Favorites , or Shared

Step 2 Navigate to the custom report and click the radio button next to the report name that you want to delete. The Delete button is activated.

Step 3 Click Delete , and then click Yes to confirm the action.

Accessing Catalog Reports

This section shows you how to access the various system reports that are standard with Cisco ISE. For a complete list of catalog reports, see Available Reports.

To access catalog reports, complete the following steps:

Step 1 Choose Operations > Reports > Catalog . A list of catalog report categories appears in the Reports navigation pane.

Step 2 Click a report category from the Reports navigation pane. A page for the chosen report category appears.

Note Hover your mouse cursor over a report name to display a context-sensitive description for the report, along with its logging category, when applicable.

Step 3 Click a report from the list, and perform any of the following tasks:

• Running, Viewing, and Navigating Reports
• Customizing Catalog Reports
• Exporting and Printing Reports

For more information:

See section of Appendix A, “User Interface Reference,” for details on the fields.

Customizing Catalog Reports

You can customize a catalog report and save the changes as a new report, or restore the default report settings.

Note If you save a customized report with the same name as the original system report (overwriting the original system report), you will not be allowed to delete it. To restore a customized report to the default, preconfigured system report settings, see Restoring Default Report Settings.

To customize a catalog report, complete the following steps:

Step 1 Choose Operations > Reports > Catalog .

Step 2 Click a category in the Reports navigation pane.

A page for the chosen report category appears.

Step 3 Click a report from the list.

Step 4 Click Run , and then modify fields in the Run Reports page as needed.

Step 5 Click Run again, to incorporate the changes that you made to the fields.

Step 6 (Optional) Perform the tasks that are described in Organizing and Formatting Report Data.

Step 7 Click Save As and enter a unique report name.

For more information:

See the Reports of Appendix A, “User Interface Reference,” for details on the fields.

Restoring Default Report Settings

This section shows you how to restore a customized system report, with the same name as the default system report, back to its default settings.

Take, for example, the RADIUS_authentication report. If you save a customized version of this report under the same name with date and time changes , when you reset the report, the original date and time are reinstated.

Note This procedure resets all the reports in a particular catalog category. For example, if you reset a customized report that resides in the Endpoint category, this procedure resets all other reports within the Endpoint category as well.

Prerequisites

Before you begin this task, you should have customized a catalog report, as described in Customizing Catalog Reports.

To restore default report settings, complete the following steps:

Step 1 Choose Operations > Reports > Catalog .

Step 2 Click the category of the customized report from the Reports navigation pane.

Step 3 Click Reset Reports .

Step 4 Click Yes to confirm that you want to reset all the catalog reports in the selected category to their factory defaults.

For more information:

See the Reports of Appendix A, “User Interface Reference,” for details on the fields.

Adding Favorite Reports

You can add preconfigured catalog system reports to your favorites list, as well as reports that you have customized.

The following preconfigured catalog system reports are available in Operations > Reports > Favorites by default:

• Authentications - RADIUS - Today—A report that is preconfigured from AAA Protocol > RADIUS_Authentication to run for the current system date.
• Authentications - RADIUS - Yesterday—A report that is preconfigured from AAA Protocol > RADIUS_Authentication to run for the previous day from the current system date.
• ISE-Server Configuration Audit - Today—A report that is preconfigured from Server Instance > Server_Configuration_Audit to run for the current system date.
• ISE-System Diagnostics -Today—A report that is preconfigured from Server Instance > Server_System_Diagnostics to run for the current system date.

This section shows you how to create a favorites list.

Prerequisites

Before beginning this task, you should have successfully completed Running, Viewing, and Navigating Reports.

To add a report to your favorites list, complete the following steps:

Step 1 Choose Operations > Reports > Catalog .

Step 2 Click a category in the Reports navigation pane.

A page for the chosen report category appears.

Step 3 Click a report from the list.

Step 4 Click Add to Favorite .

Step 5 Specify the following information in the Add to Favorite page:

a. Enter a unique favorite name.

b. Enter a server IP address, or choose one from the drop-down list.

c. Choose a time range from the drop-down list.

d. If you specified a custom time range, specify a start date and an end date for the report by clicking the calendar icon and selecting a date.

Step 6 Click Add to Favorites . The report appears in your Favorites list.

For more information:

See the Reports of Appendix A, “User Interface Reference,” for details on the fields.

Viewing Report Parameters

Before running a Favorites report, you can view and edit the report parameters.

To view the parameters of a report, complete the following steps:

Step 1 Choose Operations > Reports > Favorites .

Step 2 Check the check box next to the report for which you want to view the parameters, and then click Parameters .

A dialog box appears, listing the parameters in your report with their respective values.

Step 3 Click Cancel to return to the Favorites report.

For more information:

See the Reports of Appendix A, “User Interface Reference,” for details on the fields.

Editing or Deleting Favorite Reports

After you view the existing parameters in your favorite report, you can edit them.

To edit the parameters in your favorite reports, complete the following steps:

Step 1 Choose Operations > Reports > Favorites .

A list of your favorite reports appears.

Step 2 To edit a report, check the check box next to the report and click Edit .

The Edit Favorite page appears.

Step 3 Modify the values for the parameters as needed.

Step 4 Do one of the following:

• To save the changes, click Edit Favorite .
• To restore the original values, click Reset .
• To cancel the changes and return to the Favorites page, click Cancel .

A status message appears, stating that the report was successfully edited.

Step 5 To customize the display of a favorite report, see Organizing and Formatting Report Data.

Step 6 To save your customizations, see Saving Customized Reports.

Step 7 To delete a favorite report, check the check box next to the report and click Delete .

For more information:

See the Reports of Appendix A, “User Interface Reference,” for details on the fields.

Working with the Interactive Viewer Toolbar

The majority of the data formatting and organizing tasks are performed from the Interactive Viewer, working with the utilities that are shown on the toolbar. Hover your mouse cursor over a toolbar icon to display a tooltip with the name of the utility. The organizing and formatting data tasks refer to these icons, as appropriate.

Figure 25-4 Interactive Viewer Toolbar

In many cases, you have the option of using context menu shortcuts to access the same functionality as the icons shown on the toolbar.

To display and use the Interactive Viewer toolbar, complete the following steps:

Step 1 Select Operations > Reports > Catalog . Then select and run a report.

Step 2 In the upper right-hand corner of the Reports View page, click Launch Interactive Viewer . The toolbar appears at the top of the page.

Step 3 To activate the toolbar, click a column or other element in the report. The tools that are applicable to the selected element become active.

Note If you select inside a heading row, the tools for formatting text are activated. To activate the rest of the tools on the toolbar, click the bottom line of the heading.

For more information:

See Troubleshoot of Appendix A, “User Interface Reference,” for details on the fields.

Grouping, Sorting, and Hiding Data

A group displays all the information about a type of item in one place, which allows you to better compare values and make assessments of the data. If a report presents all its data in an unorganized list, it is difficult to make comparisons and calculate values.

For example, you might group all the information about one customer to see how much that client ordered from your company in a specific quarter. And then you might group information about another customer for another quarter, and so on.

This section covers the following tasks:

• Grouping Data
• Sorting Data
• Hiding and Displaying Report Items
• Hiding and Displaying Column Data

Grouping Data

To organize information into a useful report, you create data groups. Data groups contain related data rows. For each group, you can show aggregate data, such as the total purchase price or a count of the items in a group. Grouping data gives your report a more polished, organized look, and it makes it easier to create useful comparisons and calculations.

The grouped-data changes that you make do not affect the report design. You can save the report output to reflect your changes.

Adding Groups

You can add groups in Interactive Viewer if the report design does not contain the desired grouping.

To create a data group, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Do one of the following:

• Click to highlight the column that you want to use to create a group, and then click the Add Group icon on the toolbar.
• Right-click the column that you want to use to create a group, and choose Group > Add Group from the context menu.

The new group appears in the viewer, expanding to show all the detail rows.

Step 3 (Optional) To collapse the group, click the minus sign ( - ) next to the group name.

Step 4 To save your changes, see Saving Customized Reports.

Grouping Based on Date and Time

When you create a group based on a column that contains date or time data, you can set a grouping interval. For example, if the column contains time data, you can group hours, minutes, or seconds.

To create a group based on date and time, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Do one of the following:

• Click to highlight the column that you want to use to create a group, and then click the Add Group icon on the toolbar.
• Right-click the column that you want to use to create a group, and choose Group > Add Group from the context menu.

The Group Detail dialog box appears. To show every date or time value, leave the default setting Group Using Individual Values .

Step 3 (Optional) To set a grouping interval, choose Group Every , enter a value, and select the grouping interval. For example, to create a new group for every month, enter 1 , and choose Month from the drop-down list.

Step 4 To save your changes, see Saving Customized Reports.

Removing an Inner Group

You can remove data groups in Interactive Viewer to attain the desired groupings.

To remove a specific data grouping, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Do one of the following:

• Click to highlight the column that you want to use to create a group, and then click the Delete Inner Group icon on the toolbar.
• Right-click the column that you want to use to create a group, and choose Group > Delete Inner Group from the context menu.

Step 3 To save your changes, see Saving Customized Reports.

Sorting Data

The data source determines the default sort order of the data rows in the report. Typically, data appears randomly, so sorting is an important task in creating a useful report. You can sort single data columns or multiple columns.

Sorting a Single Column

You can sort a single column of data in ascending order or descending order.

To sort a single data column, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Choose a column in the report and do one of the following:

• Right-click and choose Sort > Ascending or Sort > Descending from the context menu.
• Click either the Sort Ascending or Sort Descending icon on the toolbar.

Step 3 (Optional) To return the data to its original order, click the Undo icon on the toolbar.

Step 4 To save your changes, see Saving Customized Reports.

Sorting Multiple Columns

You can sort multiple columns of data in a report, however, it is important to understand the order of precedence for the sort. Using Advanced Sort, the first column that you select becomes the primary sorting column, and the other columns are sorted in relation to the primary column.

For example, if the primary (first sorted) column is Customer Names and it is sorted in ascending order, the customers are shown in alphabetical order. If the next column that you select for sorting is Location, the order is also ascending, and within each Customer entry, the locations are sorted in ascending order. If the third column that you select for sorting is Order Number, the order is ascending, and within each location, the order numbers are sorted in ascending order.

Note If the report uses grouped data, the drop-down lists in Advanced Sort show only the detail columns in the report, not the columns that you used to group the data.

To sort multiple data columns, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside the primary sorting column, and choose Sort > Advanced Sort from the context menu.

Step 3 Choose a column from the first drop-down list, and click either the Ascending or Descending radio button.

Step 4 Right-click the next column, choose a sort order, and so on.

Step 5 To save your changes, see Saving Customized Reports.

Hiding and Displaying Report Items

You can hide and show selected items in a report.

To hide and display selected report items, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside a column, and choose Hide or Show Items from the context menu. The Hide or Show Items dialog box appears.

Step 3 Do any of the following:

• Click to select any items that you want to hide.
• Click to deselect any hidden items that you want to display.
• To display all hidden items, click Clear .

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Hiding and Displaying Column Data

There may be times when you do not want to display all the data in a report. For example, a column of detail can display duplicate values in consecutive data rows. In this case, suppressing consecutive duplicate values makes the report easier to read. You can also choose to collapse groups or sections, so that you display only the column headings and summary data, such as aggregate data rows.

This section covers the following tasks:

• Suppressing and Displaying Repeated Values
• Hiding or Displaying Detail Rows in Groups or Sections

Suppressing and Displaying Repeated Values

Data rows appear in the report exactly as they appear in the data source, which may include rows with duplicate values. To make the report easier to read, you can choose to suppress the display of the repeated values. This suppression only alters the visual display and not the data source itself. You can later choose to redisplay the repeated values at any time.

To suppress and display repeated values in a report, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside a column, and choose Hide or Show Items from the context menu. The Hide or Show Items dialog box appears.

Step 3 Do any of the following:

• Click to select any items that you want to hide.
• Click to deselect any hidden items that you want to display.
• To display all hidden items, click Clear .

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Hiding or Displaying Detail Rows in Groups or Sections

If a report contains groups, you can easily collapse and expand a group to hide and show its contents.

To hide and display detail rows in groups or sections, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 To collapse a group or section, right-click the group or section and choose Group > Hide Detail from the context menu.

Step 3 To redisplay the group or section, right-click inside the report and choose Group > Show Detail .

Step 4 To save your changes, see Saving Customized Reports.

Changing Column Layouts

You can change the display of columns and their content. This section shows you how to perform the following tasks:

• Modifying Column Display
• Realigning Column Data
• Hiding and Displaying Columns
• Merging Columns
• Selecting a Column from a Merged Column
• Moving Data from a Group Column into the Header

Modifying Column Display

The default formatting for column data comes from the data source. You can modify the default formatting of column data to enhance the appearance and readability of the report. When you format column data, the format changes are applied to the entire column, with the exception of the column header and aggregate rows. You are not allowed to modify the data itself.

To modify the formatting of column data, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside a column and choose Style > Font from the context menu.

Step 3 In the Font dialog box, modify the style properties as desired. You can see your changes applied immediately in the Preview field.

Step 4 Indicate whether to apply the new text style to all columns in the report or only to the selected column. The default setting is to apply the new style only to the selected column.

Step 5 Click Apply .

Step 6 To save your changes, see Saving Customized Reports.

Realigning Column Data

You can easily change the alignment of data in individual columns in a report, to enhance readability and visual appeal. The default is to align column data along the left side of the column. You can also choose to center the data or align it along the right-hand side of the column. Select the alignment that is best suited for your report data.

To change the alignment of column data, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Select a column to highlight, and then do one of the following:

• To align column data to the left, click the Align Left icon on the toolbar. This setting is the default.
• To center the column data, click the Align Center icon on the toolbar.
• To align column data to the right, click the Align Right icon on the toolbar.

Step 3 Repeat Step 2 with other columns in the report, as desired.

Step 4 To save your changes, see Saving Customized Reports.

Reordering and Removing Columns

Note When you remove a column from the report, you are not deleting the column from the information object or other data source. You are only removing the information from the report display.

To reorder a column, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Do one of the following:

• Click the Reorder Columns icon on the toolbar.
• Right-click inside a column and choose Column > Reorder Columns from the context menu.

Note You can select only detail rows, not groups or sections.

Step 3 Click a column header from the Arrange Columns dialog box, and click the Up or Down arrows until the column is in the desired position.

Step 4 Repeat Step 3 until all columns are in the desired order, and then click Apply . The order of the columns changes to match your selections.

Step 5 To save your changes, see Saving Customized Reports.

To remove a column, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 To remove a single column, click that column, and then click the Delete icon on the toolbar.

Step 3 To remove multiple columns press the Control key, and click the columns that you want to remove. Then click the Delete icon on the toolbar.

Step 4 To save your changes, see Saving Customized Reports.

Hiding and Displaying Columns

To hide and display columns, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 To hide a column, select the column and do one of the following:

• Click the Hide Column icon on the toolbar.
• Right-click and choose Column > Hide Column .

Step 3 To redisplay hidden columns, select a column and do one of the following:

• Click the Show Columns icon on the toolbar.
• Right-click and choose Column > Show Columns .

Step 4 To save your changes, see Saving Customized Reports.

Merging Columns

To merge columns, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 To merge data in multiple columns, choose the desired columns using the Control and arrow keys, and do one of the following:

• Click the Merge Columns icon on the toolbar.
• Right-click and choose Column > Merge Columns from the context menu.

Step 3 To save your changes, see Saving Customized Reports.

Selecting a Column from a Merged Column

You can aggregate, filter, and group data in a column that contains merged data from multiple columns. However, you first need to select one of the columns on which to aggregate, filter, or group the data.

To select column data from merged columns, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click the merged column, and choose a command from the context menu, such as Aggregation , Filter > Filter , or Group > Add Group . The Select Data Item dialog box appears.

If you need to provide more information, a dialog box appears. For example, if you choose Aggregation, the Aggregation dialog box appears.

Step 3 From the Select Data drop-down list, choose the column name to which the command will be applied, and then click Apply .

Step 4 To save your changes, see Saving Customized Reports.

Moving Data from a Group Column into the Header

You can move data from a group column into the header.

To move data from columns to group headers, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Create a group, as described in Adding Groups.

Step 3 Right-click inside a column and choose Column > Move to Group Header . Then, click a group name from the drop-down list.

Step 4 Click a header row value from the drop-down list.

Step 5 Click Apply . The data value from the specified row in the selected group appears in the group column header.

Creating Report Calculations

Most reports require calculations to track sales, finances, inventory, and other critical business activities. You can use typical mathematical functions such as counting, addition, subtraction, multiplication, and division. In addition, you can write expressions that extend these basic functions.

This section covers the following topics:

• Creating a Calculated Column
• Using Numbers and Dates in an Expression
• Multiplying Values in Calculated Columns
• Adding Days to an Existing Date Value
• Subtracting Date Values in a Calculated Column

Creating a Calculated Column

Displaying calculated data in a report requires that you create a calculated column.

To create a calculated column, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Click a report column and then click the Add Calculation icon. The Calculation dialog box appears. The new calculated column appears to the right of the column that you selected.

Step 3 In the Column Label text box, enter a header for the calculated column. The header must start with a letter and can contain only letters, numbers, underscores, and spaces.

Step 4 Enter an expression in the Enter Expression text box that indicates the data to use and how to display the calculated data. Follow the guidelines in Using Numbers and Dates in an Expression, as needed.

The expression contains a function and one or more arguments. Arguments indicate the data that you want to use to create the calculation.

Step 5 Click a function and provide the argument.

Step 6 To save your changes, see Saving Customized Reports.

For more information:

See Reports of Appendix A, “User Interface Reference,”

Using Numbers and Dates in an Expression

When you create an expression that contains a number, the number should be typed according to the conventions of the U.S. English locale. In other words, use a period (.), not a comma (,), as the decimal separator. For example:

Correct: 1234.56

Incorrect: 1234,56

When you create an expression that contains a date, type the date according to the conventions of the locale that you chose when you logged in. For example, in the French (France) locale, type 03/12/2007 to represent December 3, 2007, not 12/03/2007. You can enter a date, or a date and time. Dates and times must be enclosed in double quotes (""), for example:

"03/12/2007"

"03/12/2007 11:00 AM"

Multiplying Values in Calculated Columns

To multiply values in a calculated column, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Click a report column and then click the Add Calculation icon. The Calculation dialog box appears. The new calculated column appears to the right of the column that you selected.

Step 3 In the Column Label text box, enter a header for the calculated column. The header must start with a letter and can contain only letters, numbers, underscores, and spaces.

Step 4 In the Enter Expression text box, enter a left square bracket ( [ ). A list of the columns in the report appears. This list includes any calculated columns that the report contains.

Click the column that contains the multiplier. For example, to multiply a unit price times the quantity ordered, click the column that contains unit prices.

Step 5 Enter an asterisk ( * ) as the multiplication operator. You do not need to include a space after the column name.

Step 6 Enter another left square bracket ( [ ) and click the multiplicand. For example, if the multiplier is the unit price, click the column that contains the quantity ordered as the multiplicand.

Step 7 To verify the expression, click Validate . If the expression syntax is correct, the dialog box displays a validation message. If the expression syntax is incorrect, the dialog box displays a message explaining the error.

Step 8 After validating the expression, click Apply . The calculated column appears in the report.

Step 9 To save your changes, see Saving Customized Reports.

Adding Days to an Existing Date Value

To add days to an existing date value, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Click a column in a report and then click the Add Calculation icon. The Calculation dialog box appears. The new calculated column appears to the right of the column that you selected.

Step 3 In the Column Label text box, enter a name for the calculated column. For example, enter the Forecast Shipping Date.

Step 4 In the Enter Expression text box, enter A. A drop-down list appears, displaying functions that begin with A.

Step 5 Choose ADD_DAY(date, daysToAdd) .

Step 6 For the first argument, enter a left square bracket ( [ ) and choose the date column from the drop-down list. For example, choose Order Date .

Step 7 For the second argument, enter the number of days to add. In this case, enter 7 .

Step 8 Validate the expression, and then click Apply .

The new calculated column appears in the report. For every value in the Order Date column, the calculated column displays a date seven days later than the order date.

Step 9 To save your changes, see Saving Customized Reports.

Subtracting Date Values in a Calculated Column

To display the difference between two date values, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Choose a report column and then click the Add Calculation icon. The Calculation dialog box appears. The new calculated column appears to the right of the column you selected.

Step 3 In the Column Label text box, enter a name for the calculated column. For example, to subtract the actual shipping date from the date requested, enter Shipping Delay.

Step 4 In the Enter Expression text box, enter D. A drop-down list appears, displaying functions that begin with D.

Step 5 Choose DIFF_DAY(date1, date2) .

Step 6 For the first argument, enter a left square bracket ( [ ) and choose the first date column from the drop-down list. For example, choose Date Requested .

Step 7 For the second argument, enter a left square bracket ( [ ) and choose the second date column from the drop-down list. For example, choose Actual Shipping Date .

Step 8 Validate the expression, and then click Apply . The new calculated column appears in the report, displaying the difference between the two dates.

Step 9 To save your changes, see Saving Customized Reports.

Filtering Report Data

Filters limit the data that appears in reports. For example, by using a database of customer data, you can use filters to run a report that lists only the customers in a specific state or province, or only the customers whose purchases total more than US$1.5 million. To limit the data even more, you can, for example, list customers in a specific state who have credit limits of less than US$50,000 and who have not made a purchase in the past 90 days.

This section contains the following topics:

• Creating Filters
• Creating a Multiple Condition Filter
• Working with Aggregate Data
• Creating a Multiple Condition Filter
• Deleting One Condition in a Multiple Condition Filter

Creating Filters

A filter is based on one or more fields in a report. To create a filter based on a single field, you select a condition and a value. For example, you can create a filter that returns values that are equal to a specified value, less than a specified value, between two values, and so on.

To create a data filter, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Select a column, and do one of the following:

• Click the Filter icon on the toolbar.
• Right-click and choose Filter > Filter from the context menu.

The Filter dialog appears.

Note If the detail column that you selected is a merged column, the Select Data Item dialog box appears.

Step 3 Choose a condition from the drop-down list. Additional fields may appear, depending on the condition that you choose.

Step 4 Do one of the following:

• Enter values for each field. To view all possible values, click Select Values and then choose a value from the drop-down list.
• To search for a value, enter the value in the Find Value text box, and click Find . All values that match your filter text are returned. Double-click a value to select it. The value appears in the Value text box.

Step 5 Click Apply .

Step 6 To save your changes, see Saving Customized Reports.

For more information:

See Filters of Appendix A, “User Interface Reference,” .

Modifying or Removing a Filter

After you create a filter for a report, it is easy to change or remove the filter, as shown in the following task.

Prerequisites

Before you begin, you should have successfully completed the task for Creating Filters.

To modify or remove a data filter, complete the following steps:

Step 1 Select the column that uses the filter, and do one of the following:

• Click the Filter icon on the toolbar.
• Right-click and choose Filter > Filter from the context menu.

The Filter dialog box appears, displaying the existing filter condition.

Step 2 To modify the filter, change the c ondition or values.

Step 3 To remove the filter, click Clear .

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

For more information:

See Filters of Appendix A, “User Interface Reference,” .

Filtering for Highest or Lowest Values

When a table contains hundreds of rows, it can be helpful to display the highest or lowest values in a column. For example, you might want to view the ten sales representatives who produce the most revenue or the top 25 percent of energy consumers.

Prerequisites

Before you begin, you should have successfully completed the task for Creating Filters.

To filter for highest or lowest values, complete the following steps:

Step 1 Right-click inside a column and choose Filter >Top or Bottom N from the context menu. The Top or Bottom N dialog box appears.

Step 2 From the Filter drop-down list, choose a particular number or percentage of rows.

Step 3 Enter a value in the text box next to the Filter menu to specify the number or percentage of rows to display.

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

For more information:

See Filters of Appendix A, “User Interface Reference,” for details on the fields.

Creating a Multiple Condition Filter

You can create a filter with more than one condition. For example, you can create a filter that retrieves the names of customers who have a specific credit rank and who have open orders totaling between US$250,000 and US$500,000.

Advanced Filter options provide flexibility in setting filter values. For conditions that test equality and for the Between condition, you can either set a literal value or you can base the value on another data column. For example, you can request actual shipping dates that are greater than the forecast shipping dates, or actual sales that are less than sales targets.

To create a filter with multiple conditions, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Select a column and do one of the following:

• Click the Filter icon on the toolbar.
• Right-click and choose Filter > Filter from the context menu.

The Filter dialog appears.

Step 3 Click Advanced Filter . The Advanced Filter dialog box appears. Filter By field displays the name of the first column in the report.

Step 4 From the Filter By menu, choose the column that contains the data that you want to filter.

Step 5 In the Condition field, choose a condition, such as Equal To, Between, or Less Than.

Step 6 Choose one of the following options for the Value :

• Specify Literal Value—This default value allows you to specify a literal value. To do so, enter a value in the text box provided. If you choose Select Values , a field appears that displays all data values for the specified column. For long lists, you can find a value by entering the value in the Filter Text text box and clicking Find .
• Use Value from Data Field—When you choose Use Value from Data Field , a drop-down list of columns appears. The columns in this list have the same data type as the column that you selected in the Filter By field.

Step 7 Click Add Condition , and then click Validate to validate the filter syntax. Repeat from Step 4 through Step 7 to create additional filter conditions.

Step 8 In the Filters area, adjust the filter conditions as needed. You can combine the conditions in the following ways:

• Using the AND, OR, and NOT operators. By default, the second filter condition is preceded by AND.

AND means that both conditions must be true for a data row to appear in the report. You can change AND to OR by choosing OR. OR means that only one condition has to be true for a data row to appear in the report. If you choose NOT, NOT appears after the AND or OR. NOT means that the condition must be false for a data row to appear in the report.

• If you add more than one condition, you can use parentheses to group conditions.

If you enclose two or more filter conditions in parentheses, the conditions in the parentheses are evaluated first. Then, the entire filter expression is evaluated. For example, A AND B OR C is evaluated from left to right, so A and B must be true, or C must be true for a data row to appear in the report. In the combination A AND (B OR C), B OR C is evaluated first, so A must be true, and B or C must be true for a data row to appear in the report.

Step 9 Click Apply .

Step 10 To save your changes, see Saving Customized Reports.

Deleting One Condition in a Multiple Condition Filter

If you created a filter with multiple conditions, it is easy to delete one of the conditions without deleting the entire filter.

Prerequisites

Before you begin, you should have successfully completed the task for Creating a Multiple Condition Filter.

To delete one condition in a multiple condition filter, complete the following steps:

Step 1 Click the column that uses the filter, and do one of the following:

• Click the Filter icon on the toolbar.
• Right-click and choose Filter > Filter from the context menu.

The Filter dialog box appears.

Step 2 Click Advanced Filter . The lower portion of the Advanced Filter dialog box displays the filter conditions.

Step 3 Click the filter condition that you want to remove, and then click Delete .

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Working with Aggregate Data

An aggregate row displays a total, average, or other summary data for a column. For example, you can display the total amount of the customer purchases or the average amount of each order. You can also create calculations, such as sums, standard deviations, rankings, and differences.

This section contains the following topics:

• Adding an Aggregate Row
• Adding Additional Aggregate Rows
• Deleting Aggregate Rows

Adding an Aggregate Row

Typically, the default formatting of the aggregate row comes from the template or the theme. You can modify the formatting of the aggregate data value and the formatting of the label that precedes the data value. You cannot modify the text of the label or the data value.

To create an aggregate data row, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Click a column, and then click Aggregation . The Aggregation dialog box appears. The name of the column that you selected is listed in the Selected Column field.

Step 3 From the Select Function menu, choose the appropriate function. The available functions depend on the type of data in the column:

• For text data, you can count all the values in the column, or count the distinct values in the column, for example.
• For numeric data, you can count values, get an average value or a weighted average, total the values in the column, and so on.

Step 4 In the Aggregate On field, do the following:

• Specify whether to display the aggregate value in the table header or footer. The default is to display the aggregate value in the table footer.
• If the selected column is a grouped column, specify whether to display the aggregate value in the group header or footer.

Step 5 Click Apply . The aggregate data appears in the report.

Step 6 To save your changes, see Saving Customized Reports.

Adding Additional Aggregate Rows

After you create a single aggregate row for a column, you can add up to two more aggregate rows for the same column. For an item total column, for example, you can create a sum of all the values, count all the values, and get the average order total.

To add additional aggregate rows to a report, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 To add an aggregate row, click a calculated column that contains an aggregate row, and then click Aggregation . The Aggregation page appears.

Step 3 Click Add Aggregation . An additional section appears in the Aggregation dialog box.

Step 4 Create the second aggregate row, and then click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Deleting Aggregate Rows

To delete an aggregate row, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Click the calculated column containing the aggregation to be removed, and then click Aggregation .

Step 3 The Aggregation dialog box appears, displaying the aggregations for the column.

Step 4 Click the aggregation that you want to remove, and then click Delete Aggregation and click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Working with Charts

A chart is a graphical representation of data, or the relationships among data sets. Charts display complex data in an easy-to-assimilate format. A chart displays data as one or more sets of points, and organizes data points into sets of values called series. There are two types of series:

• Category series—The category series typically determines what text, numbers, or dates you see on the x-axis.
• Value series—The value series typically determines the text, numbers, or dates on the y-axis.

There are various chart types. Some types of data are best depicted with a specific type of chart. Charts can be used as reports in themselves, and they can be used together with tabular data report styles.

Note The basic characteristics of a chart are determined in the report design editor. Such things as the chart type and the data source are part of the report design and cannot be changed in the viewer.

This section contains the following topics:

• Filtering Chart Data
• Changing Chart Subtypes
• Changing Chart Formatting

Filtering Chart Data

The data that is displayed in the chart can be filtered similar to how a data column is filtered. You can filter a chart along either the x-axis or the y-axis.

To filter chart data, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click the chart and choose Filter from the context menu. The Chart Filter dialog box appears.

Step 3 Make your selections from the Chart Filter dialog box, and click Apply .

Step 4 To save your changes, see Saving Customized Reports.

Changing Chart Subtypes

Many charts have two-dimensional subtypes that you can select from to change how the chart shape appears. Some charts are two-dimensional and appear as flat against the background, while others can be displayed with depth in 3-D.

The available chart subtypes include the following:

• Bar chart—Side-by-side, stacked, percent stacked
• Line chart—Overlay, stacked, percent stacked
• Area chart—Overlay, stacked, percent stacked
• Meter chart—Standard, superimposed
• Stock chart—Candlestick, bar stick

To specify a new chart subtype, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside the chart, and choose Chart Subtype from the context menu.

Step 3 Choose the desired subtype from the Chart Subtype dialog box and click Apply .

Step 4 To save your changes, see Saving Customized Reports.

Changing Chart Formatting

Some chart formatting, such as the colors of the bars in a bar chart and the background color of the chart, come from the report template or theme. If the formatting comes from a report template, you are not allowed to change the formatting. If the formatting comes from a theme, you are allowed to change the formatting by changing the theme. For more information, see Formatting Reports.

This procedure shows you how to modify other chart format items, including fonts and font sizes for the chart title and axis labels; the height and width of the chart; how to hide axis labels; how to place labels at an angle relative to the axis; and how to hide the legend or determine where to display the legend in relation to the chart.

To modify the formatting of chart data, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside the chart, and choose Chart Format from the context menu.

Step 3 From the Chart Format dialog, do any of the following:

• Edit and format the default chart title.
• Edit and format the default title for the category (x-axis).
• Modify settings for the labels on the x-axis in the following ways:

– Indicate whether to display x-axis labels.

– Indicate whether to rotate x-axis labels and set the degree of rotation.

– Indicate whether to stagger x-axis labels. For example, you can show data points for every third month, every 10 days, every other year, and so on.

– Set the interval for staggered x-axis labels.

• Edit and format the default title for the y-axis, if the chart uses a y-axis.
• Set the height and width of the chart.
• Select the dimension. The options are 2-dimensional and 2-dimensional with depth.
• Indicate whether to flip, or reverse, the chart’s x- and y-axes.
• Indicate whether to show a legend, and if so, whether to place it above the chart, below the chart, or to the left or right of the chart.

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Formatting Reports

This section shows you the various ways in which you can format reports using the Interactive Viewer, and it contains the following topics:

• Editing and Formatting Labels
• Formatting Data Types
• Applying Conditional Formats
• Setting and Removing Page Breaks

Editing and Formatting Labels

Labels are fields that can contain static text, such as the report title and items of the footer. In a typical report, some labels are editable and others are not. If a label such as a column header is editable, you can modify properties such as the type of font, font size, background color, and the text of the label.

Editing Labels

The text of a column header comes from the data source. If the data source displays column headers in capital letters with no spaces between words, the report design displays column header names in the same way. You are allowed to change the content of the column header.

To edit report label text, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click the label that you want to change.

Step 3 From the context menu, choose Change Text . The Edit Text dialog box appears.

Step 4 Modify the text, and click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Formatting Labels

The formatting of the column header comes from the report template or from the theme. If the formatting comes from a report template, you are not allowed to change the formatting. If the formatting comes from a theme, you are allowed change the formatting by changing the theme.

To change report label formatting, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Click the Launch Interactive Viewer icon, and right-click the label.

Step 3 From the context menu, choose Style > Font . The Font dialog box appears.

Step 4 Modify the formats as necessary, and then click Apply .

Step 5 To save your customizations, see Saving Customized Reports.

Formatting Data Types

Reports can contain many different data types. A column can display numeric data, date-and-time data, or string data. Each data type has a range of unique formats. For more information on the various data types and how you can format them, see Reports of Appendix A, “User Interface Reference.”

This section contains the following topics:

• Formatting Numeric Data
• Formatting Custom Numeric Data
• Formatting String and Custom String Data
• Formatting Date and Time
• Formatting Boolean Data

Formatting Numeric Data

Numeric data can take several forms. A column of postal codes requires different formatting than a column of sales figures.

The data type of a column is determined by the data source. Keep in mind that a text or string data type can contain numeric digits. A telephone number, for example, is frequently string data in the data source. The title of the formatting dialog box tells you what data type the column contains.

To format numeric data, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside a column containing numeric data, and choose Format from the context menu. The Number column format dialog box appears.

Step 3 In the Format Number As drop-down list, choose one of the following:

• General Number
• Currency
• Fixed
• Percent
• Scientific

The dialog options change to match the selected formatting type.

Step 4 Specify the following options, as appropriate for the selected formatting type:

• Symbol—Select a currency symbol.
• Symbol Position—Choose Before to place the currency or percentage symbol before the number. Choose After to place the symbol after the number.
• Decimal Places—Select the number of places to display after the decimal marker.
• Use 1000s Separator—Select to use a thousands separator such as a comma (,) or a period (.). Your locale determines the separator character.
• Negative Numbers—Select to display negative numbers. You can use a minus (-) sign before the number or parentheses around the number.

Step 5 Click Apply .

Step 6 To save your changes, see Saving Customized Reports.

Formatting Custom Numeric Data

To define a custom format, you can use special symbols to construct a format pattern. A format pattern shows where to place currency symbols, thousands separators, decimal points, or commas.

To format custom or numeric data, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside a numeric data column, and choose Format from the context menu. The Number column format appears.

Step 3 In the Format Number As field, choose Custom from the drop-down list. The Format Code field appears.

Step 4 Enter a format pattern in the Format Code field.

Step 5 Click Apply .

Step 6 To save your changes, see Saving Customized Reports.

For more information:

See Data Formatting of Appendix A, “User Interface Reference,” for details on the fields.

Formatting String and Custom String Data

You can change the format of string data and even include special formatting, such as a space or a punctuation mark, at a specific place in the string. The following example shows the various ways that you can format the display of telephone numbers:

(415) 555-2121

415.555.2121

415-555-2121

To format string and custom string data, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside a column containing string data, and choose Format from the context menu. The String column format dialog appears.

Step 3 Choose the appropriate option from the drop-down list, or choose Custom for custom formatting and enter a format pattern in the Format Code text box.

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

For more information:

See Data Formatting of Appendix A, “User Interface Reference.”

Formatting Date and Time

A data source can provide both a date and a time, or only the date or time. If the data source provides both date and time data, you can format the column to display only a date, only a time, or both a date and a time. You can also specify the exact format for the date or time.

Standard Date and Time Formatting

The appearance of standard date and time formatting adheres to the locale standards in which you are viewing the report. For example, the following date and time format is correct for the U.S. English locale for the Pacific Standard Time zone:

March 5, 2007 11:00:00 AM PST

The following example shows the correct date and time format for a French (France) locale:

5 mars 2007 11:00:00 HNP (ÈUA)

Custom Date and Time Formatting

You should only use custom date formatting, if your report is intended for a single locale. Custom formats display dates in the format that you specify, and that format might be misinterpreted in other locales. For example, for the date format mm-dd-yy, the date January 10, 2006 appears as 01-10-06, regardless of the locale in which the report is viewed. For locales in which dates are typically displayed in date-month-year format, a 01-10-06 date would be interpreted as October 1, 2006.

To change the date and time format, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside a column that contains date or time data, and choose Format from the context menu.

Step 3 To choose a standard format, choose an option from the Format Date or Time As drop-down list.

Note Selecting a standard date and time format ensures that the appropriate format is displayed for the locale, no matter where in the world the report is viewed.

Step 4 To specify a custom format, choose Custom from the Format Date or Time As drop-down list and enter a format pattern in the Format Code text box.

Step 5 Click Apply .

Step 6 To save your changes, see Saving Customized Reports.

For more information:

See Data Formatting of Appendix A, “User Interface Reference,” or details on the fields.

Formatting Boolean Data

A Boolean expression evaluates to true or false. For example, you create a calculated column with the following expression:

ActualShipDate <= TargetShipDate

If the actual ship date is before or on the target ship date, the expression = true. If the actual ship date is after the target ship date, the expression = false. If you do not format a Boolean data type column, it displays, by default, the values of true and false.

To specify labels for Boolean data other than the defaults of true and false, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, then click Launch Interactive Viewer .

Step 2 Right-click inside a Boolean data column and choose Format Data from the context menu.

Step 3 Enter the labels as you want them to appear in the Boolean Column Format text boxes.

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Applying Conditional Formats

Conditional formatting changes the formatting of data when a certain condition is true. For example, in a report that shows past-due invoices, you can highlight in red customer names with invoices that are 90 days or more past due. You can specify up to three conditional formatting rules for a single column. You can also remove or modify conditional formatting.

Conditional formatting allows you to set various types of comparisons, such as whether the data in the comparison column is null or false. You can also compare the column value to one or two other values. For example, you can specify that data less than or equal to a specified value triggers conditional formatting.

You can also create a condition to determine whether a value is between two other values, such as whether an order total is between US$10,000 and US$100,000. In this case, the names of the customers whose orders total between US$10,000 and US$100,000 would appear in conditional formatting.

After you create the condition, you specify the format in which the data is displayed when it meets the condition.

To set up conditional formatting for a column, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside a column and choose Style > Conditional Formatting from the context menu. The Selected Column field displays the name of the column that will display the conditional format.

Step 3 Set the conditional formatting rule in the following way:

a. From the first drop-down list, choose the column that contains the values that determine whether the conditional format takes effect. The column that you choose can be the same as or different from the column in the Selected Column field.

b. In the next field, choose an operator from the drop-down list to apply to the column. You can choose Equal to , Less than , Less than or Equal to , and so on.

The fields that do or do not appear depend on your selection. If you choose Is Null , Is Not Null , Is True , or Is False , no fields appear. If you choose an operator that requires a comparison between values, one or more additional fields appear.

c. As needed, enter comparison values in each text box.

For example, if you choose Less than or Equal to a third field appears, or if you choose Between or Not Between , two comparison fields appear. Comparison values can be entered directly, or you can choose Change Value and select a value from the Value dialog.

Step 4 To change the display formatting, in the Conditional Formatting dialog box, choose Format .

You can set the font, font size, font color, and background color. You can also specify bold, italic, or underlined formatting.

Step 5 To add additional conditional formatting rules, in the Conditional Formatting dialog box, choose Add Rule , and repeat Step 3 and Step 4 for each new rule.

Step 6 Click Apply .

Step 7 To save your changes, see Saving Customized Reports.

Setting and Removing Page Breaks

By using the Interactive Viewer, you can force page breaks after a specified number of rows for detail and group columns. This section covers the following tasks:

• Setting and Removing Page Breaks for Detail Columns
• Setting and Removing Page Breaks in a Group Column

Setting and Removing Page Breaks for Detail Columns

You may want to break a column after a specified set of rows to keep related information together when a report is printed. You can use the Interactive Viewer to add page breaks to your reports or remove page breaks from them.

Note The following task is specific to detail columns. For group columns, use the Setting and Removing Page Breaks in a Group Column procedure.

To set and remove page breaks in detail columns, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then click Launch Interactive Viewer .

Step 2 Right-click inside a detail column, and choose Group > Page Break from the context menu.

Step 3 In the Interval field, do one of the following:

• Enter the number of rows after which to place the page break. The default is 50.
• Change an existing page break by modifying the number that appears in the Interval field, or remove the number entirely.

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Setting and Removing Page Breaks in a Group Column

For reports with grouped data, you can set page breaks before or after the grouped data. These boundaries allow you to make sure grouped data stays together when it is printed, so it is easier to read and understand.

Note The following task is specific to group columns. For detail columns, use the Setting and Removing Page Breaks for Detail Columns procedure.

To set and remove page breaks in a grouped column, complete the following steps:

Step 1 Open and run a report, as described in Running, Viewing, and Navigating Reports, and then create a group column as described in Adding Groups.

Step 2 Right-click inside a group column, and choose Group > Page Break from the context menu.

Step 3 Do one of the following:

• Under Before Group and After Group, click the appropriate radio button for the following:

– Always

– Always Except for First

– Always Except for Last

• To delete an existing page break, choose None for Before Group or After Group.

Step 4 Click Apply .

Step 5 To save your changes, see Saving Customized Reports.

Saving Customized Reports

You can save a report design from the Interactive Viewer for reuse at a later time.

Prerequisites

Create a customized report design, as described in the Organizing and Formatting Report Data tasks.

To save a customized report under a unique name, complete the following steps:

Step 1 Click Save As . The Save As dialog box appears.

Step 2 Navigate to the location where you want to save the file, and enter a unique filename.

Step 3 Click Save , and then click OK .

Changing Authorization for RADIUS Sessions

Some Network Access Devices on your network may not send an Accounting Stop or Accounting Off packet after a reload. As a result, you might find two sessions in the Session Directory reports, one which has expired.

To dynamically change the authorization of an active RADIUS session or disconnect an active RADIUS session, be sure to choose the most recent session.

To change authorization or disconnect an active RADIUS session, complete the following steps:

Step 1 Choose Operations > Reports > Catalog > Session Directory .

Step 2 Choose RADIUS Active Sessions from the list.

Step 3 Click the CoA link for the RADIUS session that you want to issue CoA with reauthenticate or terminate options.

The Change of Authorization Request page appears.

Step 4 Click Select and choose a server from which the CoA communicates to the network device. The network device is shown as the Network Device IP in the following illustration.

Figure 25-5 CoA Request Options

Step 5 Choose one of the following CoA options from the drop-down list:

Note For Inline Posture nodes and where wireless LAN controllers (WLC) are in use, only two options are available: Session reauthentication and Session termination.

• Session reauthentication —Reauthenticate session.
• Session reauthentication with last —Use the last successful authentication method for this session.
• Session reauthentication with rerun —Run through the configured authentication method from the beginning.

Note Session reauthentication with last and Session reauthentication with rerun options are not currently supported in Cisco IOS software.

• Session termination —Just end the session. The switch reauthenticates the client in different session.
• Session termination with port bounce —Terminate session and restart port.
• Session termination with port shutdown —Terminate session and shutdown port.

Step 6 Click Run to issue CoA with selected reauthenticate or terminate option.

If your CoA fails, it could be for any of the following reasons:

• Device does not support CoA.
• Changes have occurred to the identity or authorization policy.
• There is a shared secret mismatch.

Step 7 To save your changes, see Saving Customized Reports.

For more information:

See Troubleshooting RADIUS Authentications. A failed dynamic CoA will be listed under failed RADIUS authentications.

For information on CoA, policies, and profiles, see the following:

• Cisco ISE Authorization Policies and Profiles
• Configuring Authorization Policies
• Chapter 18, “Configuring Endpoint Profiling Policies”
• Chapter 20, “Configuring Client Posture Policies”

Troubleshooting Topics

• Cisco ISE Does Not Issue CoA Following Authentication
• CoA Not Initiating on Client Machine
• RADIUS Server Error Message Entries Appearing in Cisco ISE
• RADIUS Server Connectivity Issues (No Error Message Entries Appearing in Cisco ISE)