- Q. QuickStart
- Q.1. Overview
- Q.2. Start the Organizer
- Q.3. Use Data Sources
- Q.3.1. Open a Data Source Manager
- Q.3.1.1. Create a Query
- Q.3.1.1.1. Add Query Parameters
- Q.3.1.2. Create a Data View
- Q.3.1.2.1. Query a Data View
- Q.4. Report Designer
- Q.4.1. Report Mapping
- Q.4.1.1. Simple Columnar Layout
- Q.4.1.2. Summary Break Layout
- Q.4.1.3. Crosstab Layout
- Q.4.1.4. Master & Details Layout
- Q.4.1.5. Mailing Labels Layout
- Q.4.2. Basic Report Formatting
- Q.4.2.1. Open a Report Template
- Q.4.2.2. Move and Align Report Elements
- Q.4.2.3. Data Formatting
- Q.4.2.4. Set Dual Colors
- Q.4.2.5. Inserting Elements
- Q.4.2.5.1. Insert an Image
- Q.4.2.5.2. Insert a Title
- Q.4.2.5.3. Insert a Line
- Q.4.2.6. View Report Elements in Report Explorer
- Q.4.2.7. Set Section Options
- Q.4.3. Advanced Reporting Features
- Q.4.3.1. Formulas & Scripting
- Q.4.3.2. Add a Formula
- Q.4.3.3. Add a Script
- Q.4.3.3.1. Add an Aggregation
- Q.4.3.4. Drill-Down
- Q.4.3.5. Sub-Reports
- Q.5. Chart Designer
- Q.5.1. Chart Mapping
- Q.5.1.1. Column Chart
- Q.5.1.1.1. Add a Data Series
- Q.5.1.1.2. 3D Column Chart
- Q.5.1.2. Pie Chart
- Q.5.1.3. Stack Column Chart
- Q.5.2. Basic Chart Formatting
- Q.5.2.1. Axis Options
- Q.5.2.2. Modify Color and Font
- Q.5.2.3. Add Titles
- Q.5.2.4. Customize Plot Area
- Q.5.3. Advanced Charting Features
- Q.5.3.1. Time-Series Zooming
- Q.5.3.2. Control Areas
- Q.6. QuickDesigner Reports
- Q.6.1. Create a Query
- Q.6.2. Create a Report
- Q.6.2.1. Format Report Elements
- Q.6.2.2. Save the Report
- Q.7. QuickDesigner Charts
- Q.7.1. Create a Chart
- Q.7.1.1. Format Chart Elements
- Q.7.1.2. Save the Chart
- Q.8. Online Maps
- Q.8.1. Create Coordinates
- Q.8.2. Create Online Map
- Q.8.2.1. Configure Tooltips
- Q.8.2.2. Setting Drilldowns
- Q.9. SVG Maps
- Q.9.1. Create a Map
- Q.9.2. Set SVG Map Thresholds
- Q.9.2.1. Add a Map Title
- Q.9.3. Set SVG Map Drilldowns
- Q.10. Publishing
- Q.10.1. Dashboards
- Q.10.1.1. Create a Dashboard
- Q.10.1.2. Save the Dashboard
- Q.10.1.3. Export Dashboard to PDF
- Q.10.2. URLs
- Q.10.3. The Menu Page
- Q.11. Alerts
- Q.11.1. Alerts in Charts
- Q.11.2. Alerts in Maps
- Q.11.3. Alerts in Dashboards
- Q.11.3.1. Sound alerts and alert messages
- Q.11.4. Alert Monitoring
- 1. Features and Release Notes
- 1.1. New Features List V7.0
- 1.1.1. New ERES Cloud Features
- 1.1.1.1. Dashboard Builder (Chapter 7 - Designing Dashboards)
- 1.1.1.2. QuickDesigner Reports (Section 5.3 - QuickDesigner Reports)
- 1.1.1.3. QuickDesigner Charts (Section 5.4 - QuickDesigner Charts)
- 1.1.1.4. Online Maps (Section 6.2 - Online Maps)
- 1.1.1.5. SVG Maps (Section 6.3 - SVG Maps)
- 2. ERES Cloud Main Page
- 2.1. Upload Files
- 2.1.1. Excel Data Sources
- 2.1.1.1. Add/Modify Excel Data Source
- 2.1.2. Upload Other Files
- 3. Organizer
- 3.1. Using the Organizer
- 3.1.1. Starting the Organizer
- 3.1.2. The Organizer Interface
- 3.1.2.1. The Organizer Menus
- 3.1.2.1.1. File Menu
- 3.1.2.1.2. Edit Menu
- 3.1.2.1.3. Publish Menu
- 3.1.2.1.4. View Menu
- 3.1.2.1.5. Schedule/Archive Menu
- 3.1.2.1.6. Option Menu
- 3.1.2.1.7. Help Menu
- 3.1.2.2. The Organizer Toolbar
- 3.1.3. Projects and Folders
- 3.1.3.1. Creating and Modifying Folders
- 3.1.4. Files
- 3.1.4.1. Adding and Modifying Files
- 3.1.4.2. Arranging Files
- 3.1.4.3. File Identification Icons
- 3.1.4.4. Report Locking
- 3.1.4.5. Dashboard and Map Packages
- 3.1.5. Searching in Organizer
- 3.2. Scheduling & Archiving
- 3.2.1. Setting a Schedule
- 3.2.1.1. Scheduling Parameterized Reports/Charts
- 3.2.1.2. Additional Delivery Options
- 3.2.1.2.1. Email Delivery Options
- 3.2.1.2.2. FTP Delivery Options
- 3.2.1.2.3. Printer Delivery Options
- 3.2.1.3. Specifying Email Recipients
- 3.2.1.3.1. Report Bursting
- 3.2.1.4. Schedule Summary
- 3.2.2. Setting an Archive
- 3.2.3. View Tasks
- 3.2.3.1. Editing Schedules and Archives
- 3.2.3.2. Schedule and Archive Logs
- 4. Data Sources
- 4.1. Data in Organizer
- 4.1.1. The Data Source Manager
- 4.1.1.1. Using Data Source Manager
- 4.1.1.2. Data Source Node Locking
- 4.1.2. Data from a Database
- 4.1.2.1. JNDI Data Sources
- 4.1.2.2. Queries
- 4.1.2.2.1. Using Query Builder
- 4.1.2.2.1.1. Tables
- 4.1.2.2.1.2. Joins
- 4.1.2.2.1.3. Columns
- 4.1.2.2.1.4. Using Database Functions
- 4.1.2.2.1.5. Adding Extra SQL
- 4.1.2.2.1.6. Query Output
- 4.1.2.2.2. Parameterized Queries
- 4.1.2.2.2.1. Multi-Value Parameters
- 4.1.2.2.2.2. Initializing Query Parameters
- 4.1.2.2.2.3. Cascading Parameters
- 4.1.2.2.2.4. All Parameters
- 4.1.2.2.3. Entering SQL Statements
- 4.1.2.2.3.1. Calling Oracle Stored Procedures
- 4.1.2.3. Data Views
- 4.1.2.3.1. Data View Parameters
- 4.1.2.3.2. Updating Data View Queries
- 4.1.2.4. Editing Queries
- 4.1.2.5. Editing Database Connections
- 4.1.3. Data from XML and XBRL Files
- 4.1.3.1. XMLQueries
- 4.1.3.1.1. XML Parameters
- 4.1.4. Data from Text Files
- 4.1.4.1. Formatting Requirements for Text Files
- 4.1.4.2. Data Types and Format for Text Files
- 4.1.5. Data from EJBs
- 4.1.6. Data from SOAP with WSDL support
- 4.1.7. Data from Salesforce
- 4.1.8. Data from Excel files
- 4.1.9. Using Data for Charts and Reports
- 4.1.9.1. Using Multiple Data Sources
- 4.1.9.2. Change Data Source
- 4.1.10. Data Source Updating
- 4.1.11. CData JDBC drivers
- 4.1.11.1. Supported CData Drivers
- 4.1.11.1.1. Excel
- 4.1.11.1.2. JSON
- 4.1.11.1.3. Salesforce
- 4.1.11.1.4. MongoDB
- 4.1.11.1.5. BigQuery
- 4.1.11.1.6. Kintone
- 4.1.11.2. CData JDBC driver installation
- 4.1.11.3. Deploying the CData JDBC Driver in ERES Cloud
- 4.1.11.4. Using the CData JDBC drivers in DataSource Manager
- 4.2. Data in QuickDesigners and Maps
- 4.2.1. Select a Data Source
- 4.2.2. Queries
- 4.2.2.1. Select Fields
- 4.2.2.1.1. Build Columns
- 4.2.2.2. Set Conditions
- 4.2.2.2.1. Parameterized Queries
- 4.2.2.2.1.1. Initialize Query Parameters
- 4.2.2.2.2. Save Queries
- 4.2.2.2.3. Aggregation Alias
- 4.2.2.3. View SQL Query
- 4.2.2.4. Preview Query Results
- 5. Designing Reports & Charts
- 5.1. Report Designer
- 5.1.1. Introduction to Report Designer
- 5.1.1.1. Starting Report Designer
- 5.1.1.2. Selecting a Data Source
- 5.1.2. Report Types and Data Mapping
- 5.1.2.1. Simple Columnar Report
- 5.1.2.1.1. Data Mapping
- 5.1.2.1.1.1. Top N Report
- 5.1.2.2. Summary Break Report
- 5.1.2.2.1. Data Mapping
- 5.1.2.2.1.1. Top N Report
- 5.1.2.3. Crosstab Report
- 5.1.2.3.1. Data Mapping
- 5.1.2.3.2. Transposing Data
- 5.1.2.4. Master & Details Report
- 5.1.2.4.1. Data Mapping
- 5.1.2.4.1.1. Top N Report
- 5.1.2.5. Mailing Label Report
- 5.1.2.5.1. Data Mapping
- 5.1.2.6. Additional Formatting Options
- 5.1.2.6.1. Custom Styles
- 5.1.2.6.1.1. Creating a Custom Style
- 5.1.2.7. Fit Columns to Page Width
- 5.1.2.8. Change Data Mapping
- 5.1.2.9. Keep Data Source Order
- 5.1.3. The Designer Interface
- 5.1.3.1. Report Sections
- 5.1.3.1.1. Nested Sections
- 5.1.3.2. Resizing Sections
- 5.1.3.3. Section Options
- 5.1.3.4. Rulers
- 5.1.3.4.1. Toggling Between Inches and Centimeters
- 5.1.3.5. Designer Menus
- 5.1.3.5.1. File Menu
- 5.1.3.5.2. Edit Menu
- 5.1.3.5.3. Insert Menu
- 5.1.3.5.4. Format Menu
- 5.1.3.5.5. View Menu
- 5.1.3.5.6. Data Menu
- 5.1.3.5.7. Drill-Down Menu
- 5.1.3.5.8. Option Menu
- 5.1.3.5.9. Help Menu
- 5.1.3.6. Designer Toolbar
- 5.1.3.7. Inserting and Manipulating Report Elements
- 5.1.3.7.1. Inserting Elements
- 5.1.3.7.1.1. Inserting Charts
- 5.1.3.7.1.2. Inserting Elements into the Table Data Section
- 5.1.3.7.2. Editing Elements
- 5.1.3.7.2.1. Editing Element Attributes
- 5.1.3.7.2.2. Word Wrapping
- 5.1.3.7.2.3. Editing Side-By-Side Master & Details Reports
- 5.1.3.7.3. Data Formatting for Formulas and Column Fields
- 5.1.3.7.3.1. Formatting Null Data
- 5.1.3.7.4. Line/Rectangle Format
- 5.1.3.7.5. Chart Export Format
- 5.1.3.7.6. Font, Color, and Border Options
- 5.1.3.7.6.1. Show Cell Outline
- 5.1.3.7.7. Rich Text Fields
- 5.1.3.7.7.1. Adding Formulas
- 5.1.3.7.8. Hyperlinks
- 5.1.3.7.9. Column Wrapping
- 5.1.3.7.10. Table of Contents
- 5.1.3.7.10.1. Adding a Table of Contents
- 5.1.3.7.11. Moving and Resizing Report Elements
- 5.1.3.7.11.1. Controlling Element Overlapping
- 5.1.3.7.11.2. Locking Element Position
- 5.1.3.7.12. Snap to Grid
- 5.1.3.7.13. Shift Mode
- 5.1.3.7.14. Guidelines
- 5.1.3.7.14.1. Inserting Guidelines
- 5.1.3.7.14.2. Positioning Elements with Guidelines
- 5.1.3.8. The Report Explorer
- 5.1.3.9. Global Formatting, Group Formatting, and Templates
- 5.1.3.9.1. Global Formatting
- 5.1.3.9.1.1. Global Format Import/Export
- 5.1.3.9.1.2. Global Formatting & Crosstab Reports
- 5.1.3.9.2. Group Formatting
- 5.1.3.9.3. Applying a Template
- 5.1.4. The Preview Window
- 5.1.4.1. Navigating the Report
- 5.1.4.2. Other Preview Window Options
- 5.1.4.2.1. Preview Data Options
- 5.1.4.2.2. Sorting Data
- 5.1.4.2.3. Parameter Prompts
- 5.1.4.2.4. Using Page Viewer
- 5.1.4.3. Setting Page Properties
- 5.1.5. Saving Reports
- 5.1.6. Using Formulas & the Formula Builder
- 5.1.6.1. Creating a Formula
- 5.1.6.1.1. The Formula Builder
- 5.1.6.2. Formula Syntax
- 5.1.6.2.1. Using Column Field Data
- 5.1.6.2.1.1. Column Aggregation
- 5.1.6.2.2. Using Formulas
- 5.1.6.2.3. Using Parameter Values
- 5.1.6.2.4. Using Database Fields
- 5.1.6.2.5. Constants
- 5.1.6.2.6. Formula Parameters
- 5.1.6.2.6.1. Initializing Formula Parameters
- 5.1.6.2.7. Operators
- 5.1.6.2.7.1. Arithmetic Operators
- 5.1.6.2.7.2. Boolean Operators
- 5.1.6.2.8. Functions
- 5.1.6.2.8.1. Numeric Functions
- 5.1.6.2.8.2. String Functions
- 5.1.6.2.8.3. Date/Time Functions
- 5.1.6.2.8.4. Table Data Functions
- 5.1.6.2.8.5. Other Functions
- 5.1.6.2.8.6. Custom Functions
- 5.1.6.3. Subreport Formula Access
- 5.1.7. Scripting
- 5.1.7.1. Creating a Script
- 5.1.7.2. Script Syntax
- 5.1.7.2.1. Formatting Actions
- 5.1.7.2.1.1. Scripting Image URLs
- 5.1.7.2.2. Variables & Arrays
- 5.1.7.2.2.1. Variables
- 5.1.7.2.2.2. Arrays
- 5.1.7.2.3. Using Formulas
- 5.1.7.2.4. Checking for Nulls
- 5.1.7.2.5. Row-Specific Options
- 5.1.7.2.6. Loops
- 5.1.7.2.7. Section Scripts
- 5.1.7.2.7.1. Formatting Actions for Section Scripts
- 5.1.7.2.8. Commenting Scripts
- 5.1.7.2.9. Accessing Values Computed by Other Scripts
- 5.1.7.3. Managing Scripts
- 5.1.8. Drill-Down
- 5.1.8.1. Creating a Drill-Down Report
- 5.1.8.1.1. Drill-Down Links
- 5.1.8.1.1.1. Linking from Charts
- 5.1.8.2. Multi-Value Drill-Down
- 5.1.8.2.1. Creating a Multi-Value Drill-Down Report
- 5.1.8.3. Crosstab Drill-Down
- 5.1.8.3.1. Creating a Crosstab Drill-Down Report
- 5.1.8.4. Viewing Drill-Down Reports
- 5.1.8.5. Unmapped Drill-Down
- 5.1.9. Sub-Reports
- 5.1.9.1. Adding a Sub-Report
- 5.1.9.2. Editing a Sub-Report
- 5.1.9.2.1. Sub-Report sizing
- 5.1.9.3. Removing a Sub-Report
- 5.1.9.4. Linked Sub-Reports
- 5.1.9.4.1. Using Linked Sub-Reports
- 5.1.9.5. Parameter Linking
- 5.1.10. Template Security
- 5.1.10.1. Security Levels
- 5.1.10.2. Cell-Level Security
- 5.1.10.2.1. Security Parameters
- 5.1.10.3. Security for Sub-Reports & Drill-Down Layers
- 5.1.10.4. Viewing Secured Templates
- 5.1.10.4.1. Secured Report Designer
- 5.2. Chart Designer
- 5.2.1. Introduction to Chart Designer
- 5.2.1.1. Working with Charts
- 5.2.1.2. Starting Chart Designer
- 5.2.1.3. Selecting a Data Source
- 5.2.1.3.1. Chart Parameter Linking
- 5.2.1.3.2. Transposing Data
- 5.2.2. Charting Basics
- 5.2.2.1. What is a Chart
- 5.2.2.2. Basic Data Mapping
- 5.2.2.3. Saving and Exporting Charts
- 5.2.2.3.1. Saving Chart Definitions
- 5.2.2.3.2. Generating Image Files
- 5.2.3. Chart Types and Data Mapping
- 5.2.3.1. Data Mapping
- 5.2.3.1.1. Data Transposition
- 5.2.3.2. Column Charts
- 5.2.3.2.1. Data Mapping
- 5.2.3.3. Bar Charts
- 5.2.3.3.1. Data Mapping
- 5.2.3.4. XY(Z) Scatter Charts
- 5.2.3.4.1. Data Mapping
- 5.2.3.5. Line Charts
- 5.2.3.5.1. Data Mapping
- 5.2.3.6. Stack Column Charts
- 5.2.3.6.1. Data Mapping
- 5.2.3.7. Stack Bar Charts
- 5.2.3.7.1. Data Mapping
- 5.2.3.8. Pie Charts
- 5.2.3.8.1. Data Mapping
- 5.2.3.9. Area Charts
- 5.2.3.9.1. Data Mapping
- 5.2.3.10. Stack Area Charts
- 5.2.3.10.1. Data Mapping
- 5.2.3.11. High-Low Charts
- 5.2.3.11.1. Data Mapping
- 5.2.3.12. HLCO Charts
- 5.2.3.12.1. Data Mapping
- 5.2.3.13. Percentage Column Charts
- 5.2.3.13.1. Data Mapping
- 5.2.3.14. Doughnut Charts
- 5.2.3.14.1. Data Mapping
- 5.2.3.15. Surface Charts
- 5.2.3.15.1. Data Mapping
- 5.2.3.16. Bubble Charts
- 5.2.3.16.1. Data Mapping
- 5.2.3.17. Overlay Charts
- 5.2.3.17.1. Data Mapping
- 5.2.3.18. Box Charts
- 5.2.3.18.1. Data Mapping
- 5.2.3.19. Radar Charts
- 5.2.3.19.1. Data Mapping
- 5.2.3.20. Dial Charts
- 5.2.3.20.1. Data Mapping
- 5.2.3.20.2. Gauges
- 5.2.3.21. Gantt Charts
- 5.2.3.21.1. Data Mapping
- 5.2.3.22. Polar Charts
- 5.2.3.22.1. Data Mapping
- 5.2.3.23. Heatmap Charts
- 5.2.3.23.1. Data Mapping
- 5.2.3.24. Changing Data Mapping or Data Source
- 5.2.4. The Chart Designer Interface
- 5.2.4.1. The Designer Menus
- 5.2.4.1.1. File Menu
- 5.2.4.1.2. Insert Menu:
- 5.2.4.1.3. Format Menu
- 5.2.4.1.4. Type Menu
- 5.2.4.1.5. Drill-Down Menu
- 5.2.4.1.6. Data Menu
- 5.2.4.1.7. Help Menu
- 5.2.4.1.8. Layout Menu
- 5.2.4.2. The Designer Toolbar
- 5.2.4.3. Color, Color set, Pattern, and Font Panels
- 5.2.4.3.1. Color Panel
- 5.2.4.3.2. Color Set Panel
- 5.2.4.3.2.1. Save Colors for Categories feature
- 5.2.4.3.3. Pattern Panel
- 5.2.4.3.4. Font Panel
- 5.2.4.4. The Navigation Panel
- 5.2.4.5. The Viewport
- 5.2.4.5.1. The Chart Canvas
- 5.2.4.5.1.1. Background Images
- 5.2.4.5.2. Moving and Sizing Chart Elements
- 5.2.4.6. Adding Chart Elements
- 5.2.4.6.1. Adding Text
- 5.2.4.6.1.1. TextVariables
- 5.2.4.6.1.2. Text Replacement
- 5.2.4.6.1.3. Automatic Text Resizing
- 5.2.4.6.1.4. Text Cropping
- 5.2.4.6.2. Adding Lines
- 5.2.4.6.2.1. Line and Point Formatting
- 5.2.4.6.2.2. Floating Lines
- 5.2.4.6.2.3. Fixed Horizontal/Vertical Lines
- 5.2.4.6.2.4. Trend Lines
- 5.2.4.6.3. Adding Control Areas
- 5.2.4.6.4. Adding Tables
- 5.2.4.6.5. Adding Hyperlinks
- 5.2.4.6.5.1. Viewing Hyperlinks
- 5.2.4.7. Formatting Chart Axes
- 5.2.4.7.1. Axis Scale
- 5.2.4.7.2. Axis Elements
- 5.2.4.7.2.1. Axis Label Formatting
- 5.2.4.8. Formatting Plot/Data Elements
- 5.2.4.8.1. Data Properties
- 5.2.4.8.1.1. Data Properties for Heatmap Chart
- 5.2.4.8.2. Date/Time Based Zooming
- 5.2.4.8.2.1. Adding Zooming
- 5.2.4.8.2.2. Zooming In Chart Viewer
- 5.2.4.8.3. Data Ordering
- 5.2.4.8.3.1. Top/Bottom N Charts
- 5.2.4.8.4. Histograms
- 5.2.4.8.5. Formatting Plot Area
- 5.2.4.8.6. Formatting Chart Legend
- 5.2.4.8.7. 3D Display Options
- 5.2.4.8.8. Data Border
- 5.2.4.8.9. Aggregation
- 5.2.4.9. Chart-Specific Options
- 5.2.4.9.1. Bubble Charts
- 5.2.4.9.2. Dial Charts
- 5.2.4.9.2.1. Gauge Images
- 5.2.4.9.3. Overlay Charts
- 5.2.4.9.4. Pie Charts
- 5.2.4.9.5. Line Charts:
- 5.2.4.9.5.1. Double Value Line Charts
- 5.2.4.9.6. HLCO Charts
- 5.2.4.9.7. Box Charts
- 5.2.4.9.8. Stack Area Charts
- 5.2.4.9.9. Gantt Charts
- 5.2.4.9.10. Radar Charts
- 5.2.4.9.11. Scatter Charts
- 5.2.4.9.12. Polar Charts
- 5.2.4.9.13. Column Charts with Series
- 5.2.4.9.14. Column/Bar Charts without Series
- 5.2.4.9.15. Two-Dimensional Line Combination Charts
- 5.2.4.9.16. Doughnut Charts
- 5.2.5. Chart Drill-Down
- 5.2.5.1. Data Drill-Down
- 5.2.5.1.1. Adding Data Drill-Down
- 5.2.5.2. Dynamic Data Drill-Down
- 5.2.5.3. Parameter Drill-Down
- 5.2.5.3.1. Adding Parameter Drill-Down
- 5.2.6. Saving Charts
- 5.2.6.1. Saving Charts with Report Data
- 5.2.6.2. Saving Charts without Report Data
- 5.2.6.2.1. Working with Templates
- 5.2.6.2.2. Saving XML Templates
- 5.3. QuickDesigner Reports
- 5.3.1. Start
- 5.3.2. Select a Data Source
- 5.3.3. Toolbar
- 5.3.4. Format Report Elements
- 5.3.4.1. Add a Column
- 5.3.4.2. Remove a Column
- 5.3.4.3. Collapse Sidebars
- 5.3.4.4. Column Width
- 5.3.4.5. Column Order
- 5.3.4.6. Show More Rows
- 5.3.4.7. Report Style
- 5.3.4.8. Pagination/Scrolling
- 5.3.4.9. Report Title
- 5.3.4.9.1. Report Title with Variables
- 5.3.4.10. Report Logo
- 5.3.5. Parameter Setting
- 5.3.6. Aggregation/Group
- 5.3.7. Data Formating
- 5.3.8. Sorting
- 5.3.9. Data Filtering
- 5.3.10. Save the Report
- 5.3.11. Export the Report
- 5.3.12. Open the Saved Report
- 5.3.13. Exit
- 5.4. QuickDesigner Charts
- 5.4.1. Start
- 5.4.2. Select a Data Source
- 5.4.2.1. Change a Data Source
- 5.4.3. Data Mapping and Ordering
- 5.4.3.1. Mapping and Ordering Options
- 5.4.3.2. Change Data Mapping
- 5.4.3.3. Parameter Setting
- 5.4.4. Toolbar
- 5.4.5. Data Formatting
- 5.4.5.1. Position and Size
- 5.4.5.1.1. Canvas Size
- 5.4.5.1.2. Chart Position and Size
- 5.4.5.2. Font and Color Options
- 5.4.5.2.1. Chart Titles
- 5.4.5.2.1.1. Text Variables
- 5.4.5.2.2. Chart Fonts
- 5.4.5.2.3. Chart Colors
- 5.4.5.2.4. Color Gradient
- 5.4.5.3. Chart Axes
- 5.4.5.3.1. Axis Scale
- 5.4.5.3.2. Axis Elements
- 5.4.5.3.2.1. Axis Label
- 5.4.5.4. Plot/Data Elements
- 5.4.5.4.1. Data Properties
- 5.4.5.4.2. Line And Point
- 5.4.5.4.3. Trend Line
- 5.4.5.4.4. Plot Area
- 5.4.5.4.5. Chart Legend
- 5.4.5.5. Chart-Specific Options
- 5.4.5.5.1. Dial Charts
- 5.4.5.5.2. Pie and Doughnut Charts
- 5.4.5.5.3. HLCO Charts
- 5.4.5.5.4. Gantt Charts
- 5.4.5.5.5. Polar Charts
- 5.4.6. Save the Chart
- 5.4.7. Export the Chart
- 5.4.8. Open the Saved Chart
- 5.4.9. Exit
- 6. Designing Maps
- 6.1. Introduction to ERES Maps
- 6.2. Online Maps
- 6.2.1. Data Sources
- 6.2.2. Start Online Maps
- 6.2.3. Coordinates Editor
- 6.2.3.1. Select Data Source
- 6.2.3.2. Create Coordinates
- 6.2.3.2.1. From Data Source
- 6.2.3.2.2. Geocoding
- 6.2.3.2.3. Manually
- 6.2.3.3. Coordinates Editor Interface
- 6.2.3.4. Save Coordinates
- 6.2.3.5. Open, Edit Coordinates
- 6.2.4. Coordinates Mapping
- 6.2.5. Create Online Maps
- 6.2.5.1. Select Data Source
- 6.2.5.2. Select Coordinates
- 6.2.5.3. Coordinates Mapping
- 6.2.5.4. Toolbar
- 6.2.5.5. Map Options
- 6.2.5.6. Heatmap
- 6.2.5.7. Tooltips
- 6.2.5.8. Parameter Setting
- 6.2.5.9. Drilldowns
- 6.2.5.10. Map Title
- 6.2.6. Save Map
- 6.2.7. Open Saved Map
- 6.2.8. Exit
- 6.3. SVG Maps
- 6.3.1. Introduction to SVG Maps
- 6.3.2. Area ID Mapping
- 6.3.3. SVG Maps Designing
- 6.3.3.1. Start
- 6.3.3.2. Select Data Source
- 6.3.3.2.1. Change Data Source
- 6.3.3.2.2. Parameterized Data Source
- 6.3.3.3. Select SVG Image
- 6.3.3.3.1. Change SVG Image
- 6.3.3.4. Toolbar
- 6.3.3.5. Thresholds
- 6.3.3.5.1. Legend
- 6.3.3.6. Drilldowns
- 6.3.3.7. Tooltips
- 6.3.3.8. Map Title
- 6.3.3.9. Map Size
- 6.3.3.10. Change Parameter Values
- 6.3.3.11. Change Area ID Mapping
- 6.3.4. Dynamic SVG Maps
- 6.3.5. Save Map
- 6.3.6. Open Saved Map
- 6.3.7. Exit
- 6.4. Map Viewer
- 6.4.1. Writing Map Viewer URL
- 6.5. Migrating Maps
- 6.A. List of SVG Map Images
- 7. Designing Dashboards
- 7.1. Introduction to Dashboards
- 7.2. Create Dashboard
- 7.2.1. Toolbar
- 7.2.2. Responsive Dashboard
- 7.2.3. Add Charts, Reports and Maps
- 7.2.3.1. Move and Resize Charts, Reports and Maps
- 7.2.3.2. Snap to Grid
- 7.2.3.3. Chart/Report/Map Toolbar
- 7.2.4. Shared Parameters
- 7.2.4.1. Arrange Shared Parameters
- 7.2.4.2. Parameter Range
- 7.2.4.3. Cascading Parameters
- 7.2.5. Insert Labels
- 7.2.6. Add Background
- 7.2.7. Additional Options
- 7.2.8. Drilldown
- 7.2.8.1. Drilldown to Dashboard
- 7.2.9. Folders
- 7.2.10. Template Linkage
- 7.2.11. Dashboard Preview
- 7.3. Save Dashboard
- 7.4. Open Saved Dashboard
- 7.5. Exit
- 8. Publishing (Menu & URLs)
- 8.1. The Menu Page
- 8.1.1. Launching the Menu Page
- 8.1.2. Using the Menu Page
- 8.1.2.1. Viewing Reports and Charts
- 8.1.2.1.1. Viewing Reports with Encrypted Data
- 8.1.2.2. Using the DHTML Report Viewer
- 8.1.2.2.1. The DHTML Report Viewer Toolbar
- 8.1.2.2.2. Parameterized Reports and Reports with Unmapped Drilldown Parameters
- 8.1.2.3. Using the DHTML Chart Viewer
- 8.1.2.3.1. The DHTML Chart Viewer Toolbar
- 8.1.3. Mobile MenuPage
- 8.2. Image URLs
- 8.2.1. Generating URLs in Organizer
- 8.2.1.1. URLs for Parameterized Charts
- 8.2.1.2. For Current User
- 8.2.1.3. Running Image URLs
- 8.2.2. Writing Image URLs
- 8.2.2.1. URL Syntax
- 8.2.2.2. URL Parameters
- 8.2.2.2.1. Login Parameters
- 8.2.2.2.2. Data Input Parameters
- 8.2.2.2.3. Appearance Parameters
- 8.2.2.2.4. Export Parameters
- 8.2.2.2.5. Parameter Page Parameters
- 8.2.2.3. Examples
- 8.3. Report URLs
- 8.3.1. Generating URLs in Organizer
- 8.3.1.1. URLs for Parameterized Reports
- 8.3.1.2. User Options
- 8.3.1.3. Running Report URLs
- 8.3.1.4. Running Reports with Encrypted Data
- 8.3.2. Writing Report URLs
- 8.3.2.1. URL Syntax
- 8.3.2.2. URL Parameters
- 8.3.2.2.1. Login Parameters
- 8.3.2.2.2. Data Input Parameters
- 8.3.2.2.3. Export Parameters
- 8.3.2.2.4. Parameter Page Parameters
- 8.3.2.3. Examples
- 8.4. Dashboard URLs
- 8.4.1. Generating URLs in Organizer
- 8.4.1.1. Running Dashboard URLs
- 8.4.2. Writing Dashboard URLs
- 8.4.2.1. URL Syntax
- 8.4.2.2. URL Parameters
- 8.5. Menu Page Listener
- 8.5.1. ERES Listener Manager
- 8.5.2. Using the Menu Page Listener
- 8.6. Report Viewer
- 8.6.1. The Report Viewer Parameters
- 8.6.2. Specifying Data for Report Viewer
- 8.6.2.1. Data From a Database
- 8.6.2.2. Data From a File
- 8.6.2.3. Data From an Argument
- 8.6.3. Using Report Viewer
- 8.6.4. Connecting to the ERES Server
- 8.6.5. Swing Version
- 8.6.6. Exporting from Viewer
- 8.7. Page Viewer
- 8.7.1. Launching Page Viewer
- 8.7.1.1. Launching from Report Designer
- 8.7.2. The Page Viewer Parameters
- 8.7.3. Using Page Viewer
- 8.7.4. Buffer Time
- 8.7.5. Connecting to the ERES Server
- 8.7.6. Swing Version Available
- 8.7.7. Exporting from Viewer
- 8.7.8. Unmapped Drilldown Parameter
- 8.8. Chart Viewer
- 8.8.1. The Chart Viewer Parameters
- 8.8.2. Specifying the Data Source for Chart Viewer
- 8.8.2.1. Data Read From a Database
- 8.8.2.2. Data Read From a Data File
- 8.8.2.3. Data Read From an Argument
- 8.8.3. Using Chart Viewer
- 8.8.4. Axis Rulers
- 8.8.5. Pop-up Menu
- 8.8.5.1. Changing Chart Dimension and Type
- 8.8.5.2. Axis Zooming
- 8.8.5.3. Zooming
- 8.8.5.4. Dynamic Data Drill-Down
- 8.8.5.5. Query Parameter
- 8.8.6. Swing Version Available
- 8.9. Dashboard Viewer
- 8.9.1. Preview Toolbar
- 8.9.2. Preview Options
- 9. Alerts
- 9.1. What is an Alert
- 9.2. Specifying alerts
- 9.2.1. Online Maps
- 9.2.2. SVG Maps
- 9.2.3. Charts
- 9.2.4. Reports
- 9.2.4.1. Subreports
- 9.2.4.2. Charts in reports
- 9.3. Dashboard alerts
- 9.3.1. Visual alert display
- 9.3.2. Alert messages
- 9.3.3. Sound alert
- 9.3.4. User interface
- 9.4. Monitoring
- 9.4.1. Alert notifications
- 9.4.2. Failed emails
- 9.4.3. User interface
- 9.4.3.1. Create/Edit monitoring dialog
- 9.4.3.2. Monitoring list
- 9.5. Handling special situations
- 9.5.1. Change in script/control area/range
- 9.5.2. Missed monitoring jobs