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Lucent Technologies Centrevu Report Designer Version 8 User Guide
Lucent Technologies Centrevu Report Designer Version 8 User Guide
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Insert | Chart CentreVu Report Designer Version 8 User Guide Inserting a Chart on a Report8-3 If you are creating a chart that will use categories and series as controls on the axis, you need to verify that the first item listed on the Data on Chart box is the item that you want to use as the series for the chart. 4. Select the N ext button. The “Specify a chart type” window of the Chart Assistant appears: Any of the options you select in the following steps can be changed at any time after you insert the chart on the report by selecting the Format | Chart menu item. 5. Select the 2D radio button if you would like the chart to display in two dimensional format. Select the 3D radio button if you would like the chart to display in three dimensional format. 6. Select which type of chart you would like to display from the Chart Types box. If you are not sure what each type of chart will look like, you can highlight the type and an example of the chart displays on the right-hand side of the window. 7. Select the S tacked, % Axis, and Gradient check boxes, as appropriate. Note that you must select S tacked if you want to select % A xis. Stacked - Causes the data for all series to be stacked rather than shown separately. This check box is disabled for pie charts.
Insert | Chart CentreVu Report Designer Version 8 User Guide Inserting a Chart on a Report8-4 % Axis - Causes the value axis (y-axis) to be displayed as percentages rather than as actual data values. This can be combined with the stacked check box to produce a percentage stacked chart. Gradient - Allows you to specify whether the backdrop of the chart is a solid color or whether it is displayed as a gradient, a smooth transition from one color to another. The gradient transition can be one of the following: Horizontal, Vertical, Rectangle, or Oval. The quality of the gradient effect will vary depending on the video card installed in the PC, or the capabilities of the printer for printed reports. 8. Select the R olling check box if you want the real-time chart report to scroll through the refreshes as they occur. If you select the Rolling check box, you need to define the Number of Data Points (refreshes) that will be included on the chart. 9. Select the N ext button. The “Make category and series selections” window appears: This window is where you define how the data will be displayed on the axis of the chart There are three columns used to define the category and series for the chart. The information gathered by each column is as follows: lColumn 1 — Category (can be “none”) lColumn 2 — Series (usually Split) lColumn 3 — Data.
Insert | Chart CentreVu Report Designer Version 8 User Guide Inserting a Chart on a Report8-5 In the following example, the Category (Column 1) is the Time that was selected on the input window, the Series are the Splits that were selected on the input window, and the Data is the data that was retrieved from the CentreVu® Call Management System (CMS) database for those splits/skills on the specified date for the specified time period. 10. In the Category Av ailable Data box, select the database item that you would like to use as the category for the chart. The Category is usually “none” for real-time charts, or a time database item for historical charts. As you select from the list of available items, the currently selected item moves to the top of the Available Data list and the example on the right side of the window reflects what the chart might look like with that item selected as the chart Category. 11. Select the S how Value as Name check box if you would like to show the selected category as a Dictionary name. Note that this check box is only available when the selected category is an item that can be defined in the Dictionary. 12. Select the F ormat in which the category will display. Use the drop- down list to select for the applicable formats for the selected category. If you would like to view all of the available formats for all types of data, select the Show All Form ats check box. CategorySeries Data (Column 1)(Column 2) (Column 3)
Insert | Chart CentreVu Report Designer Version 8 User Guide Inserting a Chart on a Report8-6 13. Select the One Data Value per Row check box to show one line of data when multiple rows of data are retrieved in the query. When O ne Data Value per Row is selected, the first item listed in the Category Available Items box is the item that is used for the chart category. The previous example showed a report with O ne Data Value per Row selected. Below is an example of the same report, using the same Category item (STARTTIME), without O ne Data Value per Row selected. In the first example, you can see that the report shows one “row” of data for the interval beginning at 10:00 AM, one “row” of data that includes information for each split/skill for the interval beginning at 10:30 AM, and one “row” of data for the interval beginning at 11:00 AM. In the second example, There is a “row” of data shown for each split/skill for each interval. 14. Select the D one button.
Insert | Field CentreVu Report Designer Version 8 User Guide Introduction9-1 9 Insert | Field Introduction9 The time or date when a report is run is not stored in any database table. The Call Management System (CMS), if requested, displays information from the start time specified by the user (for integrated and historical data). Similarly, CMS knows what the currently selected ACD is when you run a report and can display the current ACD name or number on the report. The Field Assistant (accessed by selecting Field from the Insert menu) allows you to insert fields in a Designer Report to display the reports run- time, run-date, current ACD, data, and/or any of the fields that were required in the report input window. See the following sections for instructions on adding any of the available types of fields to the report. lUsing the Field Assistant “Select a field type” window lInserting an ACD field on the report lInserting a Data Item field on the report, including Using the Field Assistant “Select a query and associated data item for this field” window lInserting an Input Value field on the report, including using the Field Assistant “Select an input for your field” window. lInserting a Start Time field on the report lInserting a Time Report Run field on the report. Each item is initially inserted in the upper left hand corner of the report. You will need to drag-and-drop the field to the location where you would like it to display on the report. If you would like to edit a field, select the field and then choose Field from the Format menu.
Insert | Field CentreVu Report Designer Version 8 User Guide Using the Field Assistant “Select a field type” Window9-2 Using the Field Assistant “Select a field type” Window9 To use this window, complete the following steps: 1. Select Field from the Insert menu. The Field Assistant “Select a field type” window appears: 2. Select an item from the Types list. Note that the Report Data Start Time type is available only with an Integrated Report. 3. If you highlighted ACD Name, Report Data Start Time, or Time Report Run, skip to Step 4. If you highlighted Data Item, then select the Next button. Go to the Field Assistant “Select a query and associated data item for this field” window, which appears when you select Data Item from the Types list. If you highlighted Input Va l u e, then select the Next button. Go to the Field Assistant “Select an input for your field” window, which appears when you select a Input Value from the Types list. 4. Select the D one button. The field is inserted in the upper left-hand corner of the report.
Insert | Field CentreVu Report Designer Version 8 User Guide Inserting an ACD Name Field on the Report9-3 Inserting an ACD Name Field on the Report9 Do not position the field on top of any grids or charts because the grid/chart will display on top of the field and the field will not be visible. To insert the name of the ACD for which the report was run, complete the following steps: 1. Select Field from the Insert menu. The Field Assistant wizard opens. 2. Highlight ACD Name in the Types box. 3. Select the D one button. The ACD name field is placed in the upper left-hand corner of the report. 4. Click on the item and drag-and-drop it to the location at which you would like it displayed in the report.
Insert | Field CentreVu Report Designer Version 8 User Guide Inserting Data Item Fields on the Report9-4 Inserting Data Item Fields on the Report9 Do not position the field on top of any grids or charts because the grid/chart will display on top of the field and the field will not be visible. Before you can insert a data item on a report, the data item must be used in a query that is associated with this report To insert data item fields on the report, complete the following steps: 1. Select Field from the Insert menu. The Field Assistant wizard opens. 2. Highlight Data Items in the Types box. 3. Select the N ext button. The “Select a query and associated data item for this field” window appears. 4. Highlight the name of the query from which you would like to select the data item. The available data items for the selected query display in the Available Data box. 5. Highlight the data item that you want to display on the report. 6. Select the D one button. The Data Item field is placed in the upper left-hand corner of the report. 7. Click on the item and drag-and-drop it to the location at which you would like it displayed in the report.
Insert | Field CentreVu Report Designer Version 8 User Guide Inserting Input Value Fields on the Report9-5 Inserting Input Value Fields on the Report9 Do not position the field on top of any grids or charts because the grid/chart will display on top of the field and the field will not be visible. To insert input value fields on the report, complete the following steps: 1. Select Field from the Insert menu. The Field Assistant wizard opens. 2. Highlight Input Value in the Types box. 3. Select the N ext button. The “Select an input for your field” window appears. 4. Highlight the name of the input that you would like to show on the report, or create a new input by selecting the New I nput button. The Edit Inputs wizard opens. For information on creating inputs for a report, see Chapter 6, “Edit | Inputs,” in this document. 5. Select the D one button. The Input Value field is placed in the upper left-hand corner of the report. 6. Click on the item and drag-and-drop it to the location where you would like it displayed in the report.
Insert | Field CentreVu Report Designer Version 8 User Guide Inserting Report Data Start Time Field on the Report9-6 Inserting Report Data Start Time Field on the Report9 Do not position the field on top of any grids or charts because the grid/chart will display on top of the field and the field will not be visible. This type of field applies only to integrated reports. To insert the initial start time (the time at which data began accumulating) for an integrated report, complete the following steps: 1. Select Field from the Insert menu. The Field Assistant wizard opens. 2. Highlight Report Data Start Time in the Types box. 3. Select the D one button. The Report Data Start Time field is placed in the upper left-hand corner of the report. 4. Click on the item and drag-and-drop it to the location where you would like it displayed in the report.