Sections & Breaks Step Description Element Sections & Breaks 2.1 Create a Section Create a Section on the Name” column. “Org Right click on the Org Name column (data) and select Set as Section 2.2 Create Break Create a Break on the Group” column. “Employee Select the Employee Group column, navigate to the Analysis tab, Display subtab, and select “Break” Apply Break on Employee Subgroup 2.3 Set Total currency Select the Yearly Salary column, navigate to the columns Analysis tab, Functions subtab. Select Sum function. Select the Base Pay Amt column and add Total (sum function) 2.4 Set Outline Set the Outline to quickly collapse different levels of data. Navigate to the Analysis tab, Interact subtab. Select Outline. 2.5 Collapse Outline Notice there are several in the Outline “layers” available. Located in the bottom left corner of Window. Collapse Level 1. Observe Results. Un-collapse Level 1. Collapse Level 2. Observe Results. Un-collapse Level 2. 2.6 Turn off Outline Navigate to the Analysis tab, Interact subtab. mode Outline. 2.7 Save Report Multiple Tabs Step Description Element Multiple Tabs 3.1 Add duplicate Create duplicate report by Right clicking on the Report report tab at the bottom of the window. Select Report”. “Duplicate 3.2 Rename new tab Rename the new report tab by Agency “Employees and Class Code” 3.3 Edit Filter Right click on the Class Code column (data), and select Filter, Edit Filter.
Sections & Breaks Step Description Element Sections & Breaks 2.1 Create a Section Create a Section on the “Org Name” column. Right click on the Org Name column (data) and select Set as Section 2.2 Create Break Create a Break on the “Employee Group” column. Select the Employee Group column, navigate to the Analysis tab, Display subtab, and select “Break” Apply Break on Employee Subgroup 2.3 Set Total currency columns Select the Yearly Salary column, navigate to the Analysis tab, Functions subtab. Select Sum function. Select the Base Pay Amt column and add Total (sum function) 2.4 Set Outline Set the Outline to quickly collapse different levels of data. Navigate to the Analysis tab, Interact subtab. Select Outline. 2.5 Collapse Outline Notice there are several “layers” in the Outline available. Located in the bottom left corner of Window. Collapse Level 1. Observe Results. Un-collapse Level 1. Collapse Level 2. Observe Results. Un-collapse Level 2. 2.6 Turn off Outline mode Navigate to the Analysis tab, Interact subtab. Outline. 2.7 Save Report Multiple Tabs Step Description Element Multiple Tabs 3.1 Add duplicate Report Create duplicate report by Right clicking on the report tab at the bottom of the window. Select “Duplicate Report”. 3.2 Rename new tab Rename the new report tab “Employees by Agency and Class Code” 3.3 Edit Filter Right click on the Class Code column (data), and select Filter, Edit Filter.