Menus and Toolbar Options to work with Output      Back to Previous

 

When working with output, TrueStandings HomeEquity provides a series of menu tabs that provide access to the features and options in that category. These menu options are as follows:

Note:  Based on the application you are working in, some options may not be enabled.

·        Home

·        Tools

·        Data

·        Grid

·        Graph

·        Format

Opening Toolbar Ribbons and Drop Down Menus      Back to Previous

These tabbed menu options enable/disable the toolbar ribbons and also provide a drop down menu with options found on the toolbars. The toolbar ribbons display an icon button for the options available from a menu selection. The drop down menu provides access to all options associated with a menu selection. The menubar processes as follows to display the toolbar ribbons and drop down menus:

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Ribbon/menu selector tabs

When you click the menu name (e.g., Home), the toolbar ribbon is updated to reflect the options available from that menu. There is a series of five menus (Grid menu toggles to Graph when displaying the output in either grid or graph view).

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Toolbar ribbon

This ribbon will display the toolbar icon buttons for the options available from the selected menu.

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Drop down menu

When you click the down arrow DownArrow.png next to a menu name, the drop down menu is presented as shown below.

 

Ribbon toolbar opened for the Home menu:

Menubar_Example.png

Drop down menu opened for the Home menu:

Menubar_HomeMenu_Example.png

Home Menu      Back to Previous

Drop Down Menu

Ribbon Icon

Options:

Action

Menubar_HomeMenu.png

Icon_Home_SaveAs.png

Save As...

Presents the Save dialog

Icon_Home_Undo.png

Undo

Undoes the last action

Icon_Home_Redo.png

Redo

Redoes the last undone action

Icon_Home_Design.png

Design

Switches your view to Design Mode

Icon_Home_Grid.png

Grid

Switches the data display to Grid view

Icon_Home_Graph.png

Graph

Switches the data display to Graph view

Icon_Home_GridGraph.png

Grid and Graph

Switches the data display to Grid and Graph view

Icon_Home_HistoryList.png

Add to History List

Adds the current report to your History List

Icon_Home_SendNow.png

Send Now...

Presents the Send Now dialog to email data

Icon_Home_Schedule_to_History_List.png

Subscribe to

Provides access to add a subscription

Icon_Home_Export.png   Icon_Home_PDF.png

Export

Provides access to export the data to a formatted file or to PDF

Icon_Home_Print.png

Print

Opens the Print dialog to specify print options

Icon_Home_FullScreen.png

Full Screen Mode

Updates view to full screen (ESC key exists full screen mode)

 

Tools Menu      Back to Previous

Note:    The Tools icon ribbon bar includes the Home options for Save, Undo, Redo, Design Mode, Grid View, Graph View, and the Grid and Graph View in addition to the options specific to the Tools menu.

Drop Down Menu

Ribbon Icon

Options:

Action

Menubar_ToolsMenu.png

Icon_Tools_New.png

New...

Opens the Create Report page to create a new report

Icon_Tools_ConvertDocument.png

Convert to Document

Converts the current report to a document

Icon_Tools_ReportEditor_ReportObjects.png

Report Objects

Opens the Report Editor panel with Report Objects tab displayed

Icon_Tools_ReportEditor_AllObjects.png

All Objects

Opens the Report Editor panel with All Objects tab displayed

Icon_Tools_ReportEditor_Notes.png

Notes

Opens the Report Editor panel with Notes tab displayed

Icon_Tools_ReportEditor_RelatedReports.png

Related Reports

Opens the Report Editor panel with the Related Reports tab displayed

Icon_Tools_PageBy.png

Page-by Axis

Opens the Page By panel

Icon_Tools_ViewFilter.png

View Filter

Opens the View Filter panel

Icon_Tools_ReportDetails.png

Report Details

Opens the Report Details panel

Icon_Tools_PromptDetails.png

Prompt Details

Opens the Prompt Details panel

Icon_Tools_PivotButtons.png

Pivot Buttons

Toggles the display of the Pivot Buttons on the grid

Icon_Tools_SortButtons.png

Sort Buttons

Toggles the display of the Sort Buttons on the grid

(No Icon)

Report Bar

Toggles the display of the Report Bar on the grid

Icon_Tools_ReportOptions.png

Report Options

Opens the Report Options dialog to work with the setup for grid

(No Icon)

Report Details Page

Opens the Report Details page

 

Data Menu      Back to Previous

Note:    The Data icon ribbon bar includes the Home options for Save, Undo, Redo, Design Mode, Grid View, Graph View, and the Grid and Graph View in addition to the options specific to the Data menu.

Drop Down Menu

Ribbon Icon

Options:

Action

Menubar_DataMenu.png

Icon_Tools_ViewFilter.png

Add View Filter

Opens the View Filter panel to define a new view filter condition

Icon_Tools_SortButtons.png

Sort...

Opens the Advanced Sort dialog

Icon_Data_Drill.png

Drill...

Opens the Advanced Drill dialog

Icon_Data_FilterOnSelection.png

Filter on Selections...

Reruns the current report with the current selections added as report filter conditions

(No Icon)

Reset Data

Resets the current output dataset

Icon_Data_RerunReport.png

Re-run Report

Re-runs the report and creates a new entry in your History List

(No Icon)

Refresh

Refreshes the data for the current report

Icon_Data_Reprompt.png

Re-prompt

If report is prompted, redisplays the prompt page to modify the report request

Icon_Data_SwapRowsCols.png

Swap Rows and Columns

Switches the current template setup for rows and columns

Icon_Data_InsertMetric.png

Insert New Metric...

Opens the Insert New Metric dialog to define a new metric for the report

Icon_Data_RenameEditObject.png

Rename/Edit Objects

Opens the Rename/Edit Objects dialog to rename any of the data elements on the report

Icon_Data_EditAttForms.png   Icon_Data_ToggleAttForms.png

Edit Attribute Forms...

Opens the Attribute Forms dialog to modify the forms used on the report and allows you to toggle the forms you have selected (toggle option is not on menu)

Icon_Data_ShowTotals.png

Show Totals

Toggles the report to display and hide totals

Icon_Data_EditTotals.png

Edit Totals

Opens the Edit Totals dialog to allow you to specify the totals to be included on the report

Icon_Data_ToggleThresholds.png

Toggle Thresholds

When thresholds are defined, will toggle the view to show/hide thresholds

Icon_Data_ThresholdsEditor.png

Visual Threshold Editor

Opens the Thresholds Editor panel to define or edit a threshold

Icon_Data_AdvancedThresholdsEditor.png

Advanced Thresholds Editor

Opens the Advanced Thresholds Editor dialog to define or edit  a threshold

 

Grid Menu      Back to Previous

Note:    The Grid icon ribbon bar includes the Home options for Save, Undo, Design Mode, Redo, Grid View, Graph View, and the Grid and Graph View in addition to the options specific to the Grid menu.

Drop Down Menu

Ribbon Icon

Options:

Action

The Grid option does not include
a drop down menu, it only provides
 a toolbar ribbon with icons

Icon_GridToolbar_Template.png

Template

Defines the formatting template for the grid - this provides a drop down list of predefined grid layout templates that automatically format elements of the grid
 

Icon_GridToolbar_Banding.png

Banding

Enables/disables banding for the grid

 

Icon_GridToolbar_Outline.png

Outline

Enables/disables outlining of data for the grid

 

Icon_GridToolbar_MergeColHeader.png

Merge Column Headers

Enables/disables merging column values into one cell on the grid (e.g., combines duplicated values in consecutive header cells into one cell)

 

Icon_GridToolbar_MergeRowHeader.png

Merge Row Headers

Enables/disables merging row values into one cell on the grid (e.g., combines duplicated values in consecutive row cells into one cell)

 

Icon_GridToolbar_LockRowHeaders.png

Lock Row Headers

Locks the row headers on the grid as you scroll from left to right

 

Icon_GridToolbar_LockColHeaders.png

Lock Column Headers

Locks the column headers on the grid as you scroll from top to bottom

 

Icon_GridToolbar_AutoFitContents.png

Auto Fit to Contents

Automatically size the column width on the grid to fit the contents of each column

 

Icon_GridToolbar_AutoFitWindow.png

Auto Fit to Window

Automatically size the column width on the grid to fit the window area

 

Graph Menu      Back to Previous

Note:    The Graph icon ribbon bar includes the Home options for Save, Undo, Design Mode, Redo, Grid View, Graph View, and the Grid and Graph View in addition to the options specific to the Graph menu.

Drop Down Menu

Ribbon Icon

Options:

Action

The Graph option does not include
a drop down menu, it only provides
 a toolbar ribbon with icons

Icon_GraphToolbar_GraphType.png

Graph Type

Drop down list of the graph types available for selection

Icon_GraphToolbar_GraphSubType.png

Graph Subtype

Drop down list of graph subtypes available based on the selected Type

 

Icon_GraphToolbar_Legend.png

Legend

Enables/disables the legend from display on the grid

 

Icon_GraphToolbar_Values.png

Values

Enables/disables the display of values on the graph bars/plot lines

 

Icon_GraphToolbar_SeriesbyRow.png

Series by Row

Defines the graphed series based on the rows in the grid (columns are then used for the categories)

 

Icon_GraphToolbar_SeriesbyCol.png

Series by Column

Defines the graphed series based on the columns in the grid (rows are then used for the categories)

 

Icon_GraphToolbar_AutoArrange.png

Auto Arrange

This option will auto arrange the layout of the graph. This option is to be used when the contents in the graph overlap. This corrects the overlapping.

Note:  The Auto Arrange icon is not enabled if your graph was saved with Automatic graph layout enabled. If your graph report was saved with Automatic layout enabled, you do not need to automatically reposition the contents of your graph in Web.

 

Icon_GraphToolbar_Categories.png

Categories (Count)

Count of categories displayed on the view graph at one time (this creates a scrolling set of views for the plotted data)

Note: Once this or the Series value is changed, you must click the Apply button to update your view of the graph

 

Icon_GraphToolbar_Series.png

Series (Count)

Count of series displayed on the view of the graph at one time (this creates a scrolling set of views for the plotted data)

Note: Once this or the Series value is changed, you must click the Apply button to update your view of the graph

 

Icon_GraphToolbar_ApplyChange.png

Apply

Updates the view of the graph once you modify the count of categories or series to display on the view of the graph

 

Format Menu      Back to Previous

Note:    The Format icon ribbon bar includes the Home options for Save, Undo, Design Mode, Redo, Grid View, Graph View, and the Grid and Graph View in addition to the options specific to the Format menu.

 

Icon/Field

 

Description

Menubar_FormatMenu.png

GridFormatToolbar_Element.png

Grid/Graph Element

This drop down list allows you to select the grid/graph element being formatted.

When viewing a grid, the drop down list includes options for All Cells, Row Axis, Column Axis, All Metrics and as well as each attribute and metric included on the grid.

When viewing a graph, the drop down list includes options for Format (graphed elements), Titles, Axes, Series Colors.

You select the grid/graph element to be formatted and this then controls the options on the Grid Element Characteristics drop down.

 

GridFormatToolbar_Value.png

Grid/Graph Element Characteristic

Once you have selected the grid/graph element to be formatted, you must specify the characteristic of the element.

When viewing a grid, this drop down list allows you to select either All, Values or Header. When All is selected, the cell values AND the row or column header is reformatted.

When viewing a graph, this drop down list varies dependent on the selected Graph Element.

 

GridFormatToolbar_Font.png

Font Setting

The font settings allow you to specify the font to use and the size of the font.

 

GridFormatToolbar_FontCharacteristics.png

Font Formats

The font format settings allow you to specify if the font is presented as bold, italic and/or underlined. These settings are independent of one another and each are applied to the specified grid/graph element and characteristic being formatted.

 

GridFormatToolbar_Alignment.png

Text Alignment

This formatting option is only applied to elements on a grid and are not enabled for any graph elements.

The alignment settings allow you to specify left, centered or right justification of the text within the cell. This is a format setting group and only one option is applied to the selected grid element and characteristic.

 

GridFormatToolbar_NumberTypeFormat.png

Numeric Formats

This formatting option is only applied to elements on a grid and are not enabled for any graph elements.

The numeric format settings allow you to specify the type of number being presented. The numeric values may be defined as either currency or percentage. This is a format group and only one option is applied to the selected grid element and characteristic. When selecting the currency format option, the format assumes two decimal places while the percent format option assumes no decimals. The selected grid element and characteristic must be a numeric value to apply this formatting.

 

GridFormatToolbar_Comma.png

Numeric Comma Separator

This formatting option is only applied to elements on a grid and are not enabled for any graph elements.

The comma separator is applied to numeric values and adds a comma every third place from right to left after the decimal (if a decimal is present in the formatting). The selected grid element and characteristic must be a numeric value to apply this formatting.

 

GridFormatToolbar_DecimalPrecision.png

Decimal Precision

This formatting option is only applied to elements on a grid and are not enabled for any graph elements.

The decimal precision options allow you to increase or decrease the number of decimal precision displayed. There are two options for this, one to increase and one to decrease. These will not move the decimal but add decimal precision places to the display (e.g., if a value calculates as 59.145 and only one decimal place is displayed, the value is presented as 59.1; the precision options will expand and contract what is presented in the cell by one decimal place at a time).

The selected grid element and characteristic must be a numeric value to apply this formatting.

 

GridFormatToolbar_BackgroundColor.png

Background Color

The background color option allows you to define the fill color for the selected grid/graph element and characteristic. The drop down list provides a predefined palate of colors with access to an advanced dialog to define a custom color. You may also enable two colors and a style for gradient color formatting.

 

GridFormatToolbar_LineColor.png

Line Color

The line color option allows you to define the color of the border for the selected grid element and characteristic or the line associated with the background of a graph element. The drop down list provides a predefined palate of colors with access to an advanced dialog to define a custom color.

 

GridFormatToolbar_TextColor.png

Text Color

The text color option allows you to define the color of the text for the selected grid/graph element and characteristic. The drop down list provides a predefined palate of colors with access to an advanced dialog to define a custom color.

 

GridFormatToolbar_CellBorder.png

Cell Border

This formatting option is only applied to elements on a grid and are not enabled for any graph elements.

The cell border option allows you to specify if the cell for the selected grid element and characteristic includes a border and which sides of the cell have the border. The drop down list provides selections for All, None, Top, Bottom, Left and  Right.

 

GridFormatToolbar_CellBorderType.png

Cell Border Type

This formatting option is only applied to elements on a grid and are not enabled for any graph elements.

The cell border type option allows you to specify the type of border line is applied to the selected grid element and characteristic. The drop down list provides options for None, Dashed, Dotted, Thin, Thick or Double.

 

GridFormatToolbar_Advanced.png

Advanced Grid Formatting

The advanced grid formatting option allows you to open the Advanced Formatting dialog which provides additional control over the formatting of the selected grid element and characteristic. This option is only enabled when viewing the output in a grid.

Refer to the Advanced Formatting Dialog section for more information on the tabs and options you can define.

 

GridFormatToolbar_AdvancedGraph.png

Advanced Graph Formatting

The advanced formatting option allows you to open the Advanced Formatting dialog which provides additional control over the formatting of the selected graph element and characteristic. This option is only enabled when viewing the output in a graph.

Refer to the Advanced Formatting Dialog section for more information on the tabs and options you can define.