Consolidate Records With Totals Assistant

The assistant is used to create a new Consolidate Records With Totals.

Assistant Window

1. Workspace

First, a workspace must be selected. If the assistant is called in the workspace manager, this step will be skipped. Since the workspace has already been selected in the workspace manager.

2. Table

Each consolidation refers to a database table.

3. Fields

Fields that should be used for the consolidation. These can be dimensions or values. In the dimension-fields, it can be selected whether a total should be created or not.

4. Filter

Filter that are to be connected with the consolidation. The filters of the workspace are displayed.

5. Properties

Finally, the properties are specified. The name must be unique within the workspace and must not contain a space or a special characters. Valid characters are: A..Z, a..z, 0..9 and _.

Category, info and color are additional fields, which are used in the workspace manager to help the user.

After Finish

After finish the Consolidate Records With Totals is visible in then workspace.