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Ad Hoc View – Select Data Source


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.




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



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

Updated on June 7, 2018

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