Formatting
Where can you select the option to add a title to the report?
The Design Menu- Inquiry Title
As soon as you enter filters, the resulting data set is immediately displayed. True or False?
False
How do you activate a calculation?
Click the checkbox in front of the calculation to activate
Once a selector is created you must add it to the relevant filter by either keying the name of the selector in the filter or using the visual assist. True or False?
True!
What does UDC stand for?
User Defined Captions
How to you add a column to a report?
Column, Sorting, and Grouping- select column on left and move to right.
How does the order of formatting settings in a list impact their application?
Formatting will be applied in the order they are listed.
When using a date filter, what is the correct way to select data for a specific date range?
Check the box for From and To and enter/select the date
How many conditions can be in a conditional calculation?
No limit / infinite / as many as you want
Which selector type includes a specific list of values?
Fixed Value Selector
How do you access the dialog to create User Defined Captions (UDCs)?
Inquiry Objects Ribbon- User Defined Captions
Permissions can be set at the inquiry, folder, and position level. True or false?
True!
When highlighting a cell and selecting Percentage (%) from the Column Format ribbon menu, only the selected cell reflects the new format style. True or false?
False- the formatting will be applied to the entire column, not just the cell.
You can use both filters and the query by example (QBE) line to limit the data selection. True or False?
True!
What are three of the four types of calculations?
Static, Dynamic, Cross-Dimensional, Conditional
What is the primary function of a Selector?
What are two benefits of using UDCs?
Consistency across company, increasing relevance of reports, differentiating categories.
How do you format at the ROW level?
Using a hierarchy.
You can apply conditional formatting to labels or values, but NOT calculations. True or False?
False- conditional formatting can be applied to all three.
What is the following expression doing?
<>301, <>302, <>303
Excluding multiple values
What happens when you change the relevant filters for a dynamic calculation?
The result is updated using the revised filters.
Which selector type is linked to an underlying fixed value selector?
Relative Value Selector
What is one of the key benefits of using the functionality of Reusable Inquiry Objects (RIO) for User Defined Captions?
1. It provides a way to reuse objects and not have to create them from scratch
2. Ensuring inquiries display consistent terminology
What is the final step to activate a Time Series on a report?
Remove all values in the filters so that they read SERIESONLY and then use the provided drop down to select a beginning date.
What are two methods for changing the formatting of an inquiry?
Right clicking on a cell, use the Formatting Menu options, hit the painter's pallet icon when available next to items.
Name three of the syntactic symbols that can be used to enter values into a filter.
:, *, >, <, =>, =<, <>, =!
Which function should be used to create a custom column that combines two text fields?
Concatenate String
A Time Series automatically creates a Selector that is then applied to the report. True or false?
True! The drop down created by the Time Series is a Selector the Series creates for the inquiry.
What is the best practice for adding and organizing UDCs in RIO?
Objects should be organized in folders. This could be a folder specific to User Defined Captions and sub-folders such as the applicable module (GL, Inventory, Payroll, etc.) Unless there is some compelling reason to do otherwise, objects should be in the Global folder to allow access regardless of environment.
What must a template have in order for an Aging Category to work?
A date field like on a Transactions template.