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Forexample,youcanlimitthedatareturnedbyalistofvaluesbyapplying
acondition.
• Byassigningdatafrompersonaldatafiles.
Thisfeatureisespeciallyusefulifyoualwaysusethesamesubsetofthe
valuesavailableinthedatabasewhenapplyingconditions.Youcanview
onlythevaluesyouneedwithouthavingtoconnecttoyourremote
database.Formoreinformation,refertoAssigningpersonaldatatoalist
ofvaluesonpage212.
Editing lists of values
TheuniversedesignerdecideswhetheralistofvaluesiseditableinDesktop
Intelligence.YoucaneditaLOVonlyifthedesignerhasgrantedyouthe
righttodoso.
Becausethelistofvaluesisaquery,youedititbyeditingitscorresponding
queryintheQueryPanel.Youcaneditthequeryby:
• applyingconditionstorestrictthevaluesreturned
• applyingsortstoorderthevalues
• buildingacombinedquery
• includingadditionalobjectsinthequery
Thefollowingexampleshowsyouhowtoeditalistofvalues.
Example:Toshowcitiesandregionsinalistofcities
TheIslandResortsMarketinguniversehasaCityobject.However,itis
possibleforcitiesindifferentregionstohavethesamename.Toidentifya
cityprecisely,youwanttodisplaythecity'sregionalongwiththecity'sname
inalistofvalues.
1. ClickUniversesontheToolsmenu.
TheUniversesdialogboxappears.
2. SelecttheIslandResortsMarketinguniverseandclickListofValues.
3. NavigatetotheCityobjectbeneaththeCustomerclass.
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UsingandCustomizingListsofValues
Editinglistsofvalues
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4. ClickEdit.
TheQueryPanelappearsshowingthequeryfortheCityobject'slistof
values.
5. AddtheRegionobjecttothequery.
6. ClickRun.
NowwhenyouseetheCitylistofvaluesdialogboxitshowsthecities
andtheirregions.
IfyouselectHierarchicalView,theListofValuesdialogboxshowsthe
citiesorganizedhierarchicallywithintheirregions.
Assigning personaldatatoalistofvalues
Ifyoualwayschoosefromthesamesubsetofvalueswhenapplying
conditions,youcanlimityourchoicesbyassigningpersonaldatatoan
object'slistofvalues.Thisdecreasesthetimerequiredforthequerybecause
itisquickertoretrievevaluesfromalistthanitistoquerythedatabase.
Youcanassignpersonaldatatoalistofvaluesfromthreesources:
• textfiles
• MicrosoftExcelfiles
• dBasefiles
Thefollowingsectionsdescribehowtoassignalistofvaluesfromapersonal
datafilebyassociatingafileofcitieswiththeCityobjectintheIslandResorts
Marketinguniverse.
Toassignpersonaldatafrom atextfile
1. Createatextfilecontainingthevaluesyouwanttoincludeinthelist(for
examplecities):
Cities
Los Angeles
San Diego
San Francisco
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Assigningpersonaldatatoalistofvalues
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(Thefirstentryinthetextfileisthenameofcolumnofdata,whichyou
candisplayinthelistofvaluesdialogbox.)
2. InDesktopIntelligence,clickUniversesontheToolsmenu,selectthe
IslandResortsMarketinguniverseandclickListsofValues.
3. OpentheCustomerclassandselecttheCityobject.
4. SelectPersonalData.
TheAccessPersonalDatadialogboxopens.
5. ClickBrowsetolocatethetextfilecontainingthevalues.
6. SelectFirstRowContainsColumnNames.(Inthiscase,thefirstrow
iscalled'Cities'.)
7. ClickRun.
8. Toviewthelistofvalues,clickDisplay.
9. ClickOK.
Toassignpersonaldatafrom anExcelfile
1. CreateanExcelfilecontainingthelistofvalues.
2. InDesktopIntelligence,clickUniversesontheToolsmenu,selectthe
IslandResortsMarketinguniverseandclickListofValues.
3. OpentheResortclassandhighlighttheCityobject.
4. SelectPersonalData.
TheAccessPersonalDatadialogboxappears.
5. SelectMicrosoftExcelFilesfromtheFormatlist.
Thebottomhalfofthedialogboxnowcontainscontrolsthatyouuseto
selectthecellscontainingthevaluesintheExcelfile.
6. ClickBrowseandselecttheExcelsheetcontainingthevalues.
7. SelecttheworksheetcontainingthevaluesintheSheetNamelist.
8. Selecttherangeofcells(forexampleA1:A4)containingthelistofvalues
intheRangeDefinitionbox
or
SelectthenamedrangecontainingthelistofvaluesintheNamedRange
list.
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Assigningpersonaldatatoalistofvalues
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9. SelectFirstRowContainsColumnNamesiftherangecontainsthe
columnname.
10. ClickRun.
Toassignpersonaldatafrom adBasefile
1. ClickUniversesontheToolsmenu,selecttheIslandResortsMarketing
universeandclickListofValues.
2. OpentheResortclassandselecttheCityobject.
3. SelectPersonalData.
TheAccessPersonalDatadialogboxappears.
4. SelectdBaseFilesfromtheFormatlist.
5. ClickBrowseandselectthedBase(.dbf)filethatcontainsthelistof
values.
6. ClickRun.
To display, refresh and purge lists of
values
DesktopIntelligenceletsyoudisplay,refreshandpurgelistsofvaluesatany
time.
1. ClickUniversesontheToolsmenu.
TheUniversesdialogboxappears.
2. Selecttheuniversethatcontainsthelistofvaluesyouwant,thenclick
ListsofValues.
TheListsofValuesdialogboxappears.
3. Openaclassbyclickingits+sign,thenselecttheobjectwhoselistof
valuesyouwanttoview,refreshorpurge.
4. Clickthebuttonyouwant.
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Todisplay,refreshandpurgelistsofvalues
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Action
Button
DesktopIntelligencedisplaysthevaluesintheListof
ValuesofObjectNamedialogbox.
Toviewthelistintableorhierarchyformat,clickTabular
VieworHierarchicalViewrespectively.Theseoptions
areusefulifthelistofvaluescontainsmorethanoneob-
ject;thatis,itcombinestwoormorecolumnsofvalues:
• In,thecolumnsappearnexttoeachother.
• In,thevaluesfromthefirstcolumnappearasafolder.
Thefoldercontainsthevaluesofthesecondcolumn.
Ifthereisathirdcolumn,thesecondcolumnappears
asafolderthatcontainsthese,andsoon.
Display
DesktopIntelligencerunsthequeryforthelistofvalues,
andarefreshedlistappears.
Refresh
DesktopIntelligenceemptiesthe.lovfilecorresponding
tothelistofvalues.
Purge
5. ClickOKtoclosethedialogbox.
YoucanpopulateapurgedlistofvaluesbyclickingRefresh.
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Todisplay,refreshandpurgelistsofvalues
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Todisplay,refreshandpurgelistsofvalues
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Creating Calculations
13
Overview
Thischapterexplainshowtocreateanddisplaysimplecalculationsintables
andcrosstabs.Thefinalsectionofthischapterdescribesallyouneedto
knowaboutconvertingcurrenciestoandfromeurosinDesktopIntelligence
Thefollowingchaptersgivefurtherinformationonusingcalculationsin
DesktopIntelligence:
• "Formulas,LocalVariablesandFunctions"explainshowyoucanusethe
poweroftheDesktopIntelligenceformulaeditortowriteyourown
calculations.
• "CalculationContextsandExtendedSyntax"explainsthemore
sophisticatedaspectsofwritingformulasandgivessomebackground
abouthowtheDesktopIntelligencecalculationengineworks.
• "CalculationTroubleshooting"explainstheerrormessagesandother
problemsyoumayencounterwheninsertingformulasandcalculations
inyourreportsandexplainshowtofixtheseproblems.
• Forinformationonusingcalculationsincharts,seetheDesktop
IntelligenceUser'sGuide:ReportTechniquesandFormatting.
Calculations
DesktopIntelligencehasstandardcalculationfunctionsthatenableyouto
makequickcalculationsonthedatainreports.Thesecalculationsare
availabledirectlyfromamenu.Themostcommonlyusedcalculationsare
alsoavailableontheReporttoolbar.Thissectiondescribeshowtomake
calculationsusingthemenuandtoolbarfunctions.
Youcanalsoaddcalculationstoyourreportsbywritingyourownformulas.
Thisisdescribedin"Formulas,LocalVariablesandFunctions."
Toaddsimplecalculations toreports
1. Selecttheroworcolumnonwhichyouwanttomakethecalculation.
2. ClickData,thenthecalculationyouwant,ontheCalculationsmenu.
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Overview
Choose...
To...
Sum
Calculatethesumoftheselecteddata,
Count
CountallrowsforaMeasureobject.
CountdistinctvaluesforaDimensionorDetailob-
ject.
CountAll
Countthenumberofrowsinthebodyincludingall
duplicateandemptyrows,
Average
Calculatetheaverageoftheselecteddata.
Maximum
Displaythemaximumvalueoftheselecteddata,
Minimum
Displaytheminimumvalueoftheselecteddata,
Percentage
Displaytheselecteddataasapercentage,
Variance
Calculatethedifferencebetweentwoselectedval-
ues,
Varianceper-
centage
Calculatethedifferencebetweentwoselectedvalues
anddisplayitasapercentage,
Theresultofthecalculationisinsertedinanewcellinthetableorcrosstab.
VariancesyntaxcontainingtheWhereoperatorwillworkinallcasesexcept
whenyouhavetwocascadingWheres(avarianceusingaWhereoperator
thatcontainsaformulathatalsousesaWhereoperator)orincertaincontexts,
forexamplethevarianceofthevariable"<Revenue>"inReport.
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CreatingCalculations
Calculations
CountandCountAll
Intheexamplebelow,ifyouinsertaCountontheResortcolumn,theresult
ofthecalculationis3becausetherearethreedifferentresorts,Bahamas
Beach,HawaiianClubandFrenchRiviera.TheCountfunctioncountsvalues
ofadimensionobjectthatarethesameonlyonetime.Thisiscalledadistinct
count.
IfyouinsertCountAllonthesamecolumn,theresultis12becausethere
aretwelverowsofdataintheresortcolumn.TheCountAllfunctioncounts
allrowsincludingemptyandduplicaterows.
IfyoulookattheRevenuecolumn,CountandCountAllreturn12.Fora
measureobject,theCountfunctioncountsallrows.
UsingtheCalculationtoolbar
YoucanalsousethebuttonsontheReporttoolbarforcertaincalculations.
Theyare,inorder:Sum,Percentage,Count,Variance,andVariance
percentage.
Todeletecalculationsfromatableoracrosstab
1. Selecttheroworcolumnwherethecalculationisdisplayed.
2. ClickCalculationsthenthecalculationontheDatamenu.
Youcanseewhichcalculationshavebeenappliedtoaroworcolumnof
data.OntheDatamenu,theiconnexttothecalculationisdimmedor
hasacheckmarknexttoittoshowithasbeenused.Buttonsonthe
toolbararedimmedtoshowtheyhavebeenusedontheselecteddata.
Notethatthecalculationcommandsavailableonthemenuandtoolbar
dependonthedatayouhaveselectedinthetableorcrosstab.
Makingcalculationsondimensionanddetailobjects
Youcanusethefollowingcalculationsondimensionanddetailobjects:
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Calculations
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