Summary Sheet Toolbar
Last updated
Last updated
The toolbar is located at the bottom of the chart. If it is not displayed, click the diagonal arrow in the lower-left corner of the chart.
The toolbar contains the following functions:
Toolbar Button
Description
Configure Data. Displays the Data Configuration window.
1. If more than one table was loaded using the ADVIZOR Data Wizard, use the pulldown list to select the applicable table. If a single table was loaded, it is the default.
2. Use the pulldown lists to select Primary Field and Summary Fields.
3. Click OK. The Summary Sheet displays.
Advanced Chart Properties The Property Explorer can be used to edit less frequently-used and/or advanced properties specific to an individual chart.
Exclude Unselected Items in this table first. Change Unselected rows in the table this chart is displaying to Excluded state, so they won't be visible in any chart. This change is then propagated to any other tables connected by selection links.
Exclude Selected Items in this table first. Change Selected rows in the table this chart is displaying to Excluded state, so they won't be visible in any chart. Any Unselected rows then become Selected. This change is then propagated to any other tables connected by selection links.
Display Unselected Data. You can choose whether or not to display unselected data during analysis. By default, unselected data is displayed. By selecting this button, unselected data is excluded automatically for each selection.
Clear Column Sort Click to remove column sorting.
Text Search. Displays the Data Sheet Text Search window. Enter the field to be searched as well as the text that you wish to locate and click Select Matching.
Edit Chart Titles... Use this function to change the content and font style of labels displayed in an active view.
In this dialog box, you can:
Choose to display the Chart title text by placing a checkmark in the Display Title box.
Add/edit the content of the Title, as well as change the font type, font style, font color, and point size of the Title text.
Add/edit the content of Axis text, as well as change the font type, font style, font color, and point size of the Axis text.
Change the font type, font style, font color, and point size of the Label text.
Click OK to save your changes and close the dialog box.
Edit Column Titles... Click this button to edit the column titles.
Default Line Size. Click this button to display text so that it can be read legibly in the chart.
Export Data.... Export the fields shown by the chart for the currently selected rows to a file. Exports may be formatted as text (tab delimited) or CSV (comma delimited) files. A header line is included giving the names of the fields shown.
Chart Help. Opens this page in your browser.
Drill Down. Moving from summarized to a more-detailed level of data is known as drilling down. This button is only available when the Summary Sheet has been .
Drill Up. Moving from detailed-level to summary-level data is referred to as drilling up. It is useful when you want a simplified, "big picture" understanding of the information. This button is only available when the Summary Sheet has been .
