Working with New Tables

Topics

  • Quickest Table Creation: Vertical Tables
  • Quick Table Creation: Vertical, Horizontal and Cross Tables, Forms
  • Define Table: All Types of Table Creation

Video

Step-by-Step Guide

Recommendation: A new, blank report tab is recommended for this process.

Prerequisite: Have your report open and make sure it is in Design Mode. If necessary, refresh your report.

A. Quickest Table Creation

Note: This only works for vertical tables.

1. Navigate to the "Available Objects" data palette.

Screenshot of InfoView showing location of available objects palette

2. Select a starting column, drag and drop it onto your report tab. This will cause a one column vertical table to appear containing the object that you selected.

Screenshot of InfoView showing clicked-and-dragged column

3. Add as many columns as you want to your table using the drag-and-drop method.

(For instructions for adding columns to a table using the drag-and-drop method, check out our Adding Columns Guide.)

B. Quick Table Creation

1. Right-click on empty report tab space, select "Insert" and then pick the table style that you want.

Screenshot of InfoView showing location of insert in right-click menu

OR

Navigate to the menu "Report Elements", then the submenu "Tables".

Screenshot of InfoView showing location of menus for adding tables

From left to right, click to add a:

  • Vertical table
  • Horizontal table
  • Cross table
  • Form

2. Click anywhere on your report tab to insert the blank table.

Note: If you have an object selected in the Available Objects data palette when you complete this action, the table that appears will not be blank, but will instead contain the selected object.

3. Fill in the columns by dragging and dropping objects from the "Available Objects" data palette.

(For instructions for adding columns to a table using the drag-and-drop method, check out our Adding Columns Guide.)

C. Define Table

1. Navigate to the menu "Report Elements", then the submenu "Tables".

Screenshot of InfoView showing location of menus for adding tables

2. For any of the table types, click the small triangle next to the button and select "Define table".

Screenshot of InfoView showing location of triangle buttons next to table buttons in sub-menu

3. Click anywhere on your report tab.

4. In the "Insert Report Element" pop-up, select the type of table that you want.

Screenshot of InfoView Insert Report Element pop-up window

5. For the prompted Columns or Rows, select from the drop-down menu of available objects

Screenshot of InfoView showing second half of Insert Report Element pop-up panel

6. Add extra Columns or Rows by clicking the plus symbol, and delete extras or unwanted entries with the blue "X"

7. Complete steps 5 and 6 until finished and click "OK".