Blue Reports Navigation - Key Concepts

Owned by Ray Buechler
Last updated: Aug 23, 2016

 

Key Panel Actions - right click on the white space in a panel, not on the report or graph

  • Pivot ( swaps rows and columns)
  • Totals (when dicing/drilling, your row or column totals may be removed.  Use the Totals action to add totals to your results.  Select Totals, Normal Totals, Grid Grand Totals)
  • Content Export  (the Quick Export to Excel option generates  a .xml file or you can choose Copy Formatted data, then open an Excel worksheet and paste)
  • Click the Content Options sub-menu to access the following options:
    • Zoom to Full (goes to full-page for this panel, from the full-page view the option is changed to Zoom to Original to go back to the multi-panel page)
    • Panel Reset  (resets the panel to its original state)
    • Go Back (go back to the previous data view)

Key Report Actions - to further investigate the data presented, right click on a report column or row label (or a bar on a graph)

  • Drill to Level (choose the level to drill to if there are multiple levels in this dimension; for example, College/Department/Major)
  • Dice (for the dataset represented by the column or row label diced from, you can choose a different dimension to categorize results; some dimensions have multiple hierarchy levels so you must select the hierarchy level you wish to use)
  • Expand Down (shows the current element and the next level in its hierarchy)
  • Collapse (hides the elements at the next level in the hierarchy)
  • Member Selection (can select a particular row or column to focus on or eliminate; can multi-select rows/columns to focus on or eliminate; or can select Focus & Descendants to select the current element and its descendants at all levels in the hierarchy.  For example, Focus and Descendants from a particular Major College will provide the college total and the distribution by department by major for that college)

Cell Actions provide detail lists of individuals - right click on an individual data cell to determine if there are any available Cell Action Lists for that measure  If so, select a list option.  From the detail list that displays, you can click on any column heading to sort by that variable.  You can click on the Export to Excel button  at the bottom left of the list to export the list to an Excel file. 

 

Other Printing/Saving options If you hover over the Pyramid logo  in the upper right corner of the dashboard page and click on the Printer icon, you will see options on the left to Print Content (prints to a PDF) or Export Content (to Excel, Word or Powerpoint).  There are options to select only the current page, the entire book (all pages in the dashboard) or selected analyses (allows you to choose multiple pages).