Overview of the Ad Hoc Editor

The Ad Hoc Editor supports the creation of views for various types of reports: tables, crosstabs, and charts. You intuitively interact with the editor to create these views by simply dragging and dropping elements. You can add and summarize fields, define groups, label and title the report, and format data for each field. You can also use the editor to explore and analyze data interactively.

To open the Ad Hoc Editor:

1. Click Create > Ad Hoc View. This opens the Data Chooser wizard.
2. In the Data Chooser: Source dialog, select a data source type (from Topics, Domains, or OLAP Connections), then choose your data source and click a view type (Table, Chart, or Crosstab). Select the view that matches the type of report you want as your end result. You can change this later on while working with your view.

List of Topics in the Ad Hoc Source Dialog

The Ad Hoc Editor contains the following panels, from left to right:

Data Source Selection, which contains the fields, dimensions, and measures available in the source Domain, Topic, or OLAP connection.
Ad Hoc View, the main view design panel.
Filters, which defines a subset of data to retrieve from the data source.

We’ll discuss how to use these panels to create an Ad Hoc view later in this section.