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Tutorial

1. Getting Started

From the Hiring and Staffing Activities home page side bar there are 3 cubes from which you can extract data

  • Staffing Activities Cube
  • Hiring of Casuals Cube
  • Hiring of Students Cube

Home page

If you select Staffing Activities; this is the table that will appear by default. If selecting a different cube, the procedures will be the same. 

Staffing Activity table

2. Edit options Tab

To customize your report you need to click on the Edit Options tab

Edit options tab

 

3. Query Option

From the Edit Options tab, the first option you should select to customize your report is the Query option

You can modify the query by performing the following tasks and actions in the Query pane

Query dialog box

Add data items:

Select a data item in the Available items pane, and then click  [right arrow].

Specify where you want the new data item to be added by selecting one of the following:

to Rows: adds the data item to the vertical axis.

to Columns: adds the data item to the horizontal axis

Note: To be able to have access to the option Percent of Total in the Edit Options pane, you need to select the available item Total at the beginning of your query and to add it to the columns.

Reorder selected data items:

Select a data item in the Selected Items pane, and then click [up arrow]to move the data item up, or [down arrow]to move the data item down.

Remove selected data items:

Select a data item in the Selected Items pane, and then click [left arrow].

When you are finished making changes to the query, click OK to apply the query to your current view.

To cancel any query changes that have not been applied yet, click Cancel

Note: For a query to be valid, the rows and the columns must each contain at least one data item.

 

4. Filter Option

You can subset the data by Using the Filters Option

Note: you can only filter on the selected data items.

Drop down edit options list

To subset data using filters, follow these steps from the filter pane

Filter dialog box

  • Click a data item, and then select Edit.

Select a condition for the Filter from this pane:

Filter edit dialog box

Is equal to specifies that a matching value must match the filter value exactly. You can select one or more values.

Is not equal to specifies that a matching value must not match the filter value exactly.  You can select one or more values.

Click OK to apply the filter to your data view. The new filter will appear in the Filter Expression viewer.

 

5. Totals Option

To have subtotals and total for rows and columns, select the Totals option

Drop down edit options list

Totals dialog box

 

6. Percent of Total Option

Note: To be able to have access to the option Percent of Total in the edit options pane, you need to select the available item "Total" at the beginning of your query and to add it to the columns option.

Query dialog bog

To add the percents to your table, select the Percent of Total option

Drop down edit options list

From the Percent of Total pane, you can add percents to your table by performing the following tasks and actions.

Percent Of Total dialog box

It is recommended that before you select this option, select the Totals option to add the totals to rows and columns

From the Show percent of option, you can select :

  • Grand Total
  • Column Total
  • Row Total
  • Staffing Activities Subtotal
  • Fiscal Year Subtotal

The Label option allows you to give a name to the column or row that you created, e.g.

  • % of Grand Total          
  • % of Column Total

Click Add.

Your percent will be added to the bottom pane.

To activate it, you highlight the label created in the pane. 

Click OK.

You can also remove the percent by highlighting the label that you created and click Remove.

You can create more than one percent

 

7. Scrolling Option

Columns navigation icons

Columns navigation icons

Rows navigation icons

Rows navigation icons

 

8. Exporting Your Table as an Excel File

To  save a table in  Microsoft Excel format,, you need to click on the Export To tab

Export To tab

Export To dialog box

Output type:

  • Excel - Tab Separated Values (.tsv)
    • Creates a plain text file with tab characters that separate each value.
    • Note:The file extension is .xls. [cautionend]
  • Excel - Comma Separated Values (.csv)
    • Creates a plain text file with commas that separate each value.
  • Excel - HTML (.html)
    • Creates an HTML file. This option preserves the style information (colors and fonts).
    • Note:The file extension is .xls. [cautionend]

Include:

  • Selects the rows to include. To include all rows, select All rows. To select a subset of rows, select Rows, and then type the beginning and end row numbers for your selection in the from and to fields, respectively.

Format:

  • Specifies whether to export formatting information with the data:
  • To export formatting information with the data, select Formatted Data.

Options:

  • Specifies whether to repeat row labels.
  • To repeat row labels, select Repeat row labels if expanded.
  • To include row labels only once, clear Repeat row labels if expanded.
  • When you have finished choosing options, click the OK button. A dialog box appears which enables you to select where to save the file.

Note:

  • In Microsoft Excel, if a column it is too narrow to show the data, the value is displayed as ###. To see the values, increase the width of the column. [cautionend]

 

9. Sort rows data

Click on the row heading (Staffing Activities) to obtain options

Part of table snapshot

Select the Sort Rows Data option

Rows drop down options list

 

10. Sorts Columns Data

Click on the column heading (Fiscal Year) to obtain options

Part of table snapshot

Select the Sort Columns Data option

Columns drop down options list

 

11. Rotate table - ROWS

Click on the row heading (Staffing Activities) to obtain options

Part of table snapshot

Select the Rotate Table Option

Columns drop down options list

Rotate table - Columns

Click on the column heading (Fiscal Year) to obtain options 

Part of table snapshot

Select the Rotate Table Option

Columns drop down options list

 

12. Other options and tips

View (side bar):

  • This option generates a bar chart or a pie chart from the customized report that was created by the user.

Printer Friendly (side bar):

  • Reports can be printed by clicking on Printer Friendly.

Percent of Total Option:

  • To be able to have access to the option Percent of Total in the edit options pane, you need to select in the Available items pane: Total at the beginning of your Query and to add it to the Selected items pane under Columns.

Fiscal Year:

  • If in your Query you opt not to include Fiscal Year as a selected item, the result of your query will have five Fiscal Years of Staffing Activities grouped together in one column.