Create an Ad Hoc View from a topic

Ad Hoc Views can act as a subset of a topic through filters, they are also necessary for the creation of reports in the reporting portal.

Creating Ad Hoc Views:

1. Navigate to the Reporting Portal

2. Within the Ad Hoc Views section, select Create

3. Select the Topic (database) you would like to use for the view you want to create

4. Define the relevant Input Controls for the view

5. Click OK

The View is preset to be presented as a Crosstab

6. Click on icon to bring up all presenting options and select table (common option, not compulsory)

7. Add a title (This will show up in the first row if you export the view):

1. Navigate to the Format Visualisation panel on the right
2. Specify the title in the 'Title' field
   • Toggle the title field if it best suits your requirements

8. Add the relevant fields from the Fields and Measures lists within the panel on the left into the Columns row, you can do so by:

• Double clicking each field
• Dragging and dropping each field into the Columns row

9. Click on the floppy disk icon to save the Ad Hoc view

10. Save As (pop-up):

1. Data View Name - Create a name for the view
2. Data view Description - Write a quick summary of the view (optional)
3. Select the folder where you want to save the view under
   • Click '+' or '-' to expand or contract a folders views.
4. Select 'Save'

11. 'Save was successful' message appears as a banner across the top of your screen

Tips and Troubleshooting 

Creating Filters for Ad Hoc Views

1. Navigate to the column that needs to be filtered

2. Right-click on the column to bring up column options

3. Select 'Create Filter' from the column options

A Filters Panel appears on the right hand side of the screen.

Once 'Create Filter' has been selected for a particular column, the filter for that column will appear on the filter panel.

The Filter itself will contain 3 elements:

• The name of column that is being filtered (VALUE_INITIAL_ESTIMATE) 
• The filter parameter (is greater than):

This parameter can be changed by clicking on the parameter dropdown and selecting one of the options from the dropdown list

• The value field for the filter parameter (160) - this field may change depending on the filter parameter

4. Specify the filter parameter (i.e. is greater than, equals, is less than)

5. Define the field for the filter parameter (160)

 Repeat steps 1 - 5 to create additional filters for other columns

6. Click 'Apply' at the bottom of the Filter Panel to apply the filters for the columns