Endowment

Filter Panel

Filters are listed on the side panel of the report.

Notes:

• Click the down arrow to select from options in the filters and narrow down your results. 
• To deselect an item, click on the option again. 
• Some filters are radio buttons and you can select only one item. The items in these filters are indicated as round buttons .
• Some filters allow multiple selections. To select multiple values in a filter, select the square boxes .

Data Panel

This panel displays the filtered results. To work with data in this panel:

• Select an individual row in the table to highlight the item/row. Select it again to return to the full table view.
• You can sort the data by column values, if the sorting is available for that column. Hover your mouse over the last row item in the column header and if a small black triangle appears,  you can sort that column in ascending or descending order by clicking on your mouse. 

Options for the Data Panel

Export Data to Excel

To export the data results to Excel, hover your mouse over the upper right hand side corner of the data table and a horizontal menu bar  will pop up. Click the  in the top right corner . 

A drop down menu will appear with 'Export data' as one of the options.  Select Export Data to work with the data in Excel.

Note : The exported data in Excel may not look exactly like the screen. 

Focus Mode

To see the data in Focus Mode, hover your mouse over the upper right hand side corner of the data table and a horizontal menu bar  will pop up. Click the option for Focus Mode   It allows the visual to take the entire space in the report canvas. Full screen mode will persist until you exit out or click on   on the top left hand side.
When in Focus Mode, click the  in the top right corner and a drop down menu will appear with the following options:

You can export data, or see the data in a table by selecting the appropriate option.  

Spotlight

Spotlight causes all other visuals on the page to fade so the selected visual is highlighted. To highlight a visual, click on more action  and select 

Filters/Slicers on a visual

To find out what are the filters on any particular visual, select that visual and on the top right hand side, a menu bar of options will appear. There will be an option that looks like Filter on three horizonal bars, and if you select that, you can see what slicers are impacting that visual. Currently this menu bar is not available for Line Charts. 

Matrix Visual: Drill Up and Drill Down

If the visual has the hierarchy, the  menu will appear when you hover on the top left side of the visual.  Turn on drill down first by selecting the downward arrow. The grey background  lets you know that drill down is active. Selecting  will expand another level of hierarchy. Selecting the double arrow drill-down icon takes you to the next level in the hierarchy.  Selecting  will take you one level up in hierarchy.  The arrows will be greyed out if the option is not available. 

Reset to Default

If you have made any changes, such as implementing filters or sorting the table, you have the ability to return the sorting and filtering to the report creator's default view. Click the Reset to Default image above the report in the Report Header: 

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