Ad Hoc View – Select Data Source

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Ad Hoc Views allow you to visualise and analyse the data you capture for your organisation.

Ad Hoc Views can be viewed in the Community BI system or in reports and dashboard.

Ad Hoc Views allow you to view data in tables, crosstabs or charts.

 

Instructions

 

Step 1. Log in to your Community BI system (refer to Logging In for further information).

 

Step 2. From the home page, select Create > Ad Hoc View, or click the Create button in the Ad Hoc View section of the home page

Create Ad Hoc View

 

Create Ad Hoc View

 

 

Step 3. Select the domain (data structure) you are interested in viewing.

Select Data

 

Click Choose Data …

Choose data

 

Step 4. Select the data source within the domain.

Tip: use the arrow next to the source name to display all fields


Select data

 

Tip: You can choose to include all fields within a domain, 
or just the ones you are interested in

 

Highlight the required field(s) and press the Single Arrow to select individual fields

Select Single Field

 

Single Field Selected

 

Or

Press the double arrow to select all fields

Select All Fields

 

All fields selected

 

 

Step 5. Press OK

 

Further Information

See the following articles for instructions on how to create the different types of Ad Hoc Views

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