Fields Tab (Defining EAR and Cross-Publication EAR Reports)

Settings on the Fields tab govern how data appear in the Detail Report section when the report is run. Each field selected on this tab appears as a column in the basic report layout. Additional settings can be used to apply visual grouping as well as complex grouping, arithmetic, and pivot table functionality to the data.

Note: All Cross-Publication EAR views contain several fields that can be used to identify the publication from which data are pulled: Publication Code, Journal Full Title, Journal ID, ISSN, and Online ISSN.

Records: Enter a number to limit the number of records returned when the report is run. If this field is blank, the system will return all applicable records.
Repeat the following steps for each field to be added to the Detail Report.
1. Field: Select the field using the drop-down list. Available fields are those in the data sources selected on the Data Sources tab.
2. Description (optional): By default, the field name appears. Enter new text to display as the column header.
3. Sort: Check the box to allow a viewer to sort on this column when the report is run. (A clickable triangle will appear after the column header text on the report.)
4. VG (Visually Group): Check this box to make this field’s value appear as a subheading in the report. Note: Several settings on the Style tab apply to visual grouping. For a demonstration, watch this video on visual grouping.
5. A (Arithmetic): Click on box to select an operation; repeat click to change operation. Symbols for available operations appear in the box: * (Multiplication), ÷ (Division), - (Subtraction), + (Addition).
  - The operation applies to the field selected in step 2a and the field in the row above it. Use the Description box next to the first of the two fields to label the operation.
  - Addition operation may be applied to text fields (e.g., First Name + Last Name).
  - To apply an arithmetic operation to date fields, use in combination with the Days Old function (below).
6. Function: Use the drop-down list to select a function to apply to the field selected in step 2a. (If functions are used, a function must be selected in each row.)
  - Count: Counts the number of values in the related field. Can be applied to all value types.
  - Count Distinct: Counts the distinct number of values in the related field. Can be applied to all value types.
  - Maximum: Identifies the largest value in the related field. Can be applied to number value types. If applied to text values, identifies the term that starts with the letter closest to Z. (If applied to date values, no results are returned.)
  - Minimum: Identifies the smallest value in the related field. Can be applied to number value types. If applied to text values, identifies the term that starts with the letter closest to A. (If applied to date values, no results are returned.)
  - Sum: Adds all values in this field (column). Can be applied to number value types.
  - Sum Distinct: Increments the count once for each unique value (ignoring duplicates). Can be applied to number value types.
  - Group: Groups like values when report is run. Can be applied to all value types. (Group by time frame options below are more effective for date values.)
  - Group (by time frame): Multiple time frame options. Select the applicable option to group data by time frame. Can be applied only to date values.
    - Days Old: Can be applied only to date values.
    - Average (Days Old): Calculates the average of Days Old values in the related field. Can be applied to number value types. Can be applied only to date values.
    - Sum (Days Old): Calculates the sum of Days Old values in the related field. Can be applied only to date values.
7. Format: Select a format for field value output using the drop-down list. This option applies to date values or when a function resulting in a number is selected. (Gauge options impact Gauge tab.)
Add Subtotals: Check this box to display subtotals and their total.

Icons: The list of fields may be edited using icons to the right of the list items: Delete (red X), Add Above (arrow indicating above), Add Below (arrow indicating below), Advanced Field Settings (gear), and Reorder (up and down arrow).

Quick Add: Button opens a pop-up overlay that displays fields for all selected data sources. Check the box next to a field on the overlay to add it to the list on the main page. (This is an alternative to using the Field drop-down menu for each field.)

Add Pivot: Click the button to display settings to define a pivot.

Add pivot columns.
1. Use first drop-down menu to select a field. (Selecting a field triggers display of second row of settings.)
2. Use second drop-down menu to select a function.
Calculate cell values.
1. Use first drop-down menu to select a field.
2. Use second drop-down menu to select a function.
3. Use third drop-down menu to select a format for the calculated values.

For a demonstration, watch this video about using pivot tables.

Note: At least one of the four key areas: Fields, Summary, Chart, Gauge must be configured for a report. (Settings on these four tabs are independent of each other with separate field selections for each one. Fields available for selection on these four tabs are from sources selected on the Data Sources tab.)