Introduction
Hardware and Software Requirements
Installing Server Components for Version 5.X
Installing Server Components for Version 6.X
Installing Client Application Version 5.x
Installing Client Application Version 6.x
Implementation Guide
Generic ADT Interface
Training Guide
Part 1
Part 2
Part 3
Change logs
Version 5.0.4
Version 5.0.5
Version 6.X
Concepts and Terminology
Users
Roles
Review Templates
Topics and Criterion
Worksheet
Worksheet Fields
Attribution Types
Attribution Properties
Facility
Enterprise Wide
Standard Reports
Data Analyzer
Graphs
Pull List
System Administration
Managing Woksheet Fields
Managing Attribution Types
Managing Attribution Properties
Managing Attribution Type Properties
Managing Attribution Type Objects
Managing Role Review Template Assignment
Importing/Exporting Attribution Types
Managing Roles
Managing Users
Managing Review Templates
Creating a Review Template
Download Review Template
Managing Review Template Assignment
Managing Review Template Profiles
Exporting a Review Template
Topics
Working With Topics and Criterion
Working with the Topic Editor
Printing/Emailing/Exporting Topic Editor
Assigning Topic Rights
Pull Lists
Managing Pull Lists
Pull List Worksheets
Worksheet Data Entry
Worksheet Work Area
Adding/Editing Worksheets
Working With Worksheet Criterion
Working With Worksheet Criterion Fields
Printing/Exporting/Emailing WOrksheets
Searching Worksheets
Find and Replace Worksheet Fields
Working with Global Accounts
Standard Reports
Selecting Report Parameters
Managing Report/Analyzer Templates
Qualitative Profile
Comparative Qualitative Profile
Quarterly Qualitative Profile
Distribution Qualitative Profile
Number Of Criterion Evaluated
Exception Qualitative Profile
General Compliance Report
Percentage Compliance Report
Worksheet Assigned Report
Letter
Printing/Emailing/Exporting Report
Adding Report Comments
Saving and Recalling
Data Analyzer
Data Analyzer Work Area
Selecting Data Analyzer Parameters
Managing Report/Analyzer Templates
Printing a Data Analyzer
Exporting a Data Analyzer
Saving and Recalling Analyzers
Analyzer Based Graphs
Graph Work Area
Stacked Bar Chart
Bar Chart
Pie Chart
Control Chart
Pareto Chart
Plotting Selected Graph
Exporting Graphs
Saving and Recalling Graphs
Version 6 Enhancements
Charting
Chart Designer
Chart Wizard
Chart Type Page
Appearance Page
Series Page
Data Page
Chart Page
Diagram Page
Panes Page
Axes Page
Series Views Page
Point Labels Page
Chart Titles Page
Legend Page
Annotations Page
Highlighting and Selection Chart Elements
Zoom a Chart
Scroll a Chart
Rotate a Chart
Dashboard Designer
Creating Dashboard Items and Binding to Data
Creating Dashboard Items
Binding Dashboard Items to Data
Hidden Data Items
Data Shaping
Summarization
Grouping
Sorting
Filtering
Top N
Formatting Data
Interactivity
Master Filtering
Drill-Down
Aggregations
Aggregate Functions
Calculations
Calculations Overview
Window Definition
Creating Calculations
Calculation Functions Reference
Calculation Limitations
Conditional Formatting
Value
Top-Bottom
Average
Icon Ranges
Color Ranges
Gradient Ranges
A Date Occurring
Expression
Bar
Bar Color Ranges
Bar Gradient Ranges
Coloring
Coloring Concepts
Customizing a Color Scheme
Dashboard Layout
Dashboard Title
Dashboard Item Caption
Dashboard Items Layout
Undo and Redo Operations
Automatic and Manual Updates
Printing and Exporting
Dashboard Items
Chart
Providing Data
Series
Series Overview
Bar Series
Point and Line Series
Area Series
Range Series
Weighted Series
Financial Series
Panes
Interactivity
Master Filtering
Drill-Down
Legend
Axes
X-Axis
Y-Axis
Orientation
Scatter Chart
Providing Data
Interactivity
Master Filtering
Drill-Down
Legend
Axes
Orientation
Labels
Grid
Providing Data
Columns
Column Type Overview
Dimension Column
Measure Column
Delta Column
Sparkline Column
Interactivity
Master Filtering
Drill-Down
Conditional Formatting
Layout
Style
Pies
Providing Data
Interactivity
Master Filtering
Drill-Down
Layout
Labels
Style
Cards
Providing Data
Delta
Sparkline
Interactivity
Master Filtering
Drill-Down
Layout
Gauges
Providing Data
Delta
Gauge Scale
Interactivity
Master Filtering
Drill-Down
Layout
Style
Pivot
Providing Data
Interactivity
Conditional Formatting
Layout
Range Filter
Providing Data
Series
Interactivity
Image
Image Types Overview
Providing Images
Interactivity
Image Settings
Text Box
Filter Elements
Filter Elements Overview
Providing Data
Interactivity
Dashboard Item Group
UI Elements
Data Source Browser
Data Items Pane
Print Preview
Enhanced Data Analyzer
Graphing an Enhanced Data Analyzer
Working With Graphs In An Analyzer
Pivot Table / Analyzer User Interface
Data Editing
Edit Data in Pivot Tables
Edit Unbound Expression
Data Presentation
Sort Data
Simple Sorting
Sort Data Using the Context Menu
Sort Data Using a Field List
Sort Data by Summaries
Filter Data
Filter Data by Field Values
Invoke a Filter Popup Window
Using Filter Popup Windows
Filtering Options
Filter Data by Cell Values
Invoke a Summary Filter Window
Select a Range of Values
Move the Selected Range
Zoom and Move the Viewport
Specify Target Cells
Remove Filtering
Build Complex Filter Criteria
Apply Conditional Formatting
Change Summary Type
Layout Customization
Resizing Columns
Expand and Collapse Groups
Hide Fields
Hide Fields Using the Context Menu
Hide Fields Using a Field List
Display Hidden Fields
Reorder Fields
Simple Fields Reordering
Reorder Fields Using a Field List
Selection and Navigation
Field List
Invoke a Field List
Defer Pivot Table Updates
Change Field List Layout
Expression Editor
Expression Operators, Functions and Constants
Filter Editor
Filter Data via the Filter Editor
Examples of Using the Filter Editor
Print Preview
File Management
Save a Print Preview to a File
Load a Print Preview from a File
Printing and Page Setup
Print a Document via the Print Dialog
Print a Document Using Default Settings
Change Printing Settings via the Page Setup Dialog
Specify Page Margins in Print Preview
Print Selection
Headers and Footers
Insert Page Header and Page Footer into Printed Documents
Insert Page Numbers into Printed Documents
Insert Date and Time into Printed Documents
Insert the User Name into Printed Documents
Insert a Logo into Printed Documents
Scaling
Scale Print Preview by Entering a Zoom Factor
Scale Print Preview by Specifying Width in Pages
Zooming
Zoom Print Preview In or Out
Zoom Print Preview by Entering a Zoom Factor
Zoom Print Preview to Show Whole Pages or Fit Content
Show Two or More Pages in Print Preview
Viewing and Navigating
Navigate Between Pages in Print Preview
Use the Hand Tool in Print Preview
Navigate in Print Preview Using Bookmarks
Navigate in Print Preview Using Thumbnails
Search for a Specific Text in Print Preview
Switch Print Preview Display Mode
Watermark and Background
Change Watermark and Background Settings in Print Preview
Remove a Watermark in Print Preview
Exporting
Exporting from Print Preview
Copy to the Clipboard
PDF-Specific Export Options
HTML-Specific Export Options
MHT-Specific Export Options
RTF-Specific Export Options
XLS-Specific Export Options
XLSX-Specific Export Options
CSV-Specific Export Options
TXT-Specific Export Options
Image-Specific Export Options
Passing Parameters
Miscellaneous
Customize Printing Settings of Charts
Customize Printing Settings of Grids
Customize Printing Settings of Pivot Tables
Customize Printing Settings of Tree Views
Warnings and Error Messages
Worksheet Enhancements
Likert Scale
In Line Worksheet Editing
Miscellaneous
Logging On
Password Policy
Menu and Toolbar Items
Field Data Entry Shortcuts
ADT Interface
System Options
Viewing the Event Log