Introduction to Selections and Views—Exercises
Main Exercise
Purpose: The purpose of these
exercises is to introduce you to the basic routines used for creating selections
and views.
Windows:
Sales and Marketing main window
Adding a Selection Group
-
Go to the
Selections and Views pane.
-
Right-click
on Private and then click Add group.
-
Verify that
the category is Private.
-
Enter
Contacts as the group name and click OK.
-
Verify that
a new group called Contacts is shown in the Selections and Views
pane.
Adding a Selection and View
-
In the
Selections and Views pane, right-click on your private group
Contacts and then click Add Selection.
-
Enter
IT Managers as the name of the selection and click Next.
-
Click the
Plus Sign (+) on the left of the table name to expand the Contact table.
-
Click
Job Role.
-
In the
Job Role list, select IT.
-
Click the
Equal Sign (=).
-
In the
criteria field, verify that the criterion Contact.JobRole = IT appears
and click
Next.
-
Enter
IT Managers – Address List as the name of the view and click OK.
-
Click the
Plus Sign (+) on the left of the table name to expand the Contact table.
-
In the
Contact table, double-click First Name, Last Name, Phone,
Fax, Mobile, and E-mail.
-
Verify that
the fields appear in the view field to the right.
-
Click the
Plus Sign (+) on the left of the table name to expand the Account table.
-
In the
Account table, double-click Name, Address 1, Address 2,
City, County, Post Code and Country.
-
Verify that
the fields appear in the view field to the right along with the contact
information.
-
Click
Finish.
-
In the
Selections and Views pane, click the Plus Sign (+) in front of the
Contact group to expand the group.
-
Click the
Plus Sign (+) in front of the IT Managers selection to expand the
selection.
-
Double-click the IT Managers – Address list view.
-
Verify that
a list of IT managers appears in the result list.
Note: Use the Recent
Selections toolbar to select from a list of the most recent selections.
Creating and Viewing a Chart from a
Selection
- On the Selections and Views pane,
double-click on the Public folder and expand the Opportunities
folder.
- Click on the List view of the Open
selection, right-click and
point to Charts and then click New.
- On the dialog box that appears, on the
Chart
tab, give the title as Bar Chart for Open opportunities.
- Select Bar or Line chart and the chart type
Cluster.
- On the Series tab, select
Opportunity Title in the XValues list and select the Group data
check box.
- Click the Add button to add the y-values.
- On the dialog box that appears, select the type
Bar, Profit as the column and Sum as the aggregate for the data series.
- Select the Use right side Y axis (Y2 axis)
check box
and then click OK.
Note: When the chart type is bar or line you may add more than one data column and decide on a different type of
chart for each.
- On the X Axis tab, give the
title as Opportunities Title, select the type Text and the text angle
40.
- On the
Y Axis tab, make sure both Y
axes have the type Linear.
- On the Options tab, select the Show Total check box and select
35 in the Relative Y field.
- Select the Show Bar Labels check box to
label each bar with its relevant value.
- Click Save to save the chart.
- To view the chart, right-click on the
List view of the Open selection, point to Charts, and then click
Bar Chart for Open Opportunities. The chart opens on a new tab in the
Result
pane.
Note: Clicking on a bar on the diagram will open
a new
Result tab with data that belongs to that bar. When editing the chart, you may click Save as
Copy if you want to save a different copy of the chart instead of
replacing the existing one.
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