Difference between revisions of "Restricting the locations included in an InfoEx report"

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(Background)
(Clearing a location filter)
 
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{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
 
{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
  
This document described how you can restrict the spatial extent of your InfoEx report by specifying what locations to include and how to clear the selection again.
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This document describes how you can restrict the spatial extent of your InfoEx report by specifying what locations to include and how to clear the selection again.
  
 
==Background==
 
==Background==
 
The application offers four possibilities for restricting the locations included in an InfoEx report:
 
The application offers four possibilities for restricting the locations included in an InfoEx report:
 +
# [[#Location|Selecting the individual locations of your operation to be included]]
 
# [[#Operation|Selecting the operations to be included]]
 
# [[#Operation|Selecting the operations to be included]]
# [[#MtnRange|Specifying the mountain ranges to be included]]
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# [[#MtnRange|Specifying the mountain ranges to be included]]  
# [[#ForecastRegion|Specifying the CAC forecast regions]]  
 
 
# [[#Polygon|Drawing a custom polygon]]
 
# [[#Polygon|Drawing a custom polygon]]
  
{{Note|Please note that the four ways of specifying the locations are mutually exclusive and cannot be combined. In other words you cannot create a report that includes a number of operations <u>and</u> a mountain range. You can only create reports that either contain the observations of a number of operations or within an mountain range.}}
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{{Note|Please note that the five ways of specifying the locations are mutually exclusive and cannot be combined. In other words you cannot create a report that includes a number of operations <u>and</u> a mountain range. You can only create reports that either contain the observations of a number of operations or within an mountain range.}}
 
 
The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation), and you have selected ''''Reports'''' on the main application menu.
 
  
 
==Step-by-step description==
 
==Step-by-step description==
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|-
 
|-
 
|class="StepNum" |
 
|class="StepNum" |
|[[File:ReportTabularViewLocationFilterOperationFilled.png|300px|thumb|right|Fig. 3: Location filter popup window with operation selection]] '''<div id="Operation">By operations</div>''':
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|[[File:ReportTabularViewLocationFilterLocationFilled.png|300px|thumb|right|Fig. 3: Location filter popup window with location selection]] '''<div id="Location">By locations:</div>'''
 +
* Click on the {{ButtonGrey|Location}} tab at the top of the popup window.
 +
* Click into the empty text box and start typing the name of the locations of your operation that you would like to be included in your report. The dropdown list will automatically list the locations what match with what you type.
 +
* Include as many locations in your report as you like (Fig. 3).
 +
* Click on {{ButtonGrey|Ok}} to submit your selection.
 +
|-
 +
|class="StepNum" |
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|[[File:ReportTabularViewLocationFilterOperationFilled.png|300px|thumb|right|Fig. 4: Location filter popup window with operation selection]] '''<div id="Operation">By operations:</div>'''
 
* Click on the {{ButtonGrey|Operation}} tab at the top of the popup window.
 
* Click on the {{ButtonGrey|Operation}} tab at the top of the popup window.
 
* Click into the empty text box and start typing the name of the operation you would like to be included in your report. The dropdown list will automatically list the operations what match with what you type.
 
* Click into the empty text box and start typing the name of the operation you would like to be included in your report. The dropdown list will automatically list the operations what match with what you type.
* Include as many operations in your report as you like (Fig. 3).
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* Include as many operations in your report as you like (Fig. 4).
 
* Click on {{ButtonGrey|Ok}} to submit your selection.
 
* Click on {{ButtonGrey|Ok}} to submit your selection.
 
|-
 
|-
 
|class="StepNum" |
 
|class="StepNum" |
|[[File:ReportTabularViewLocationFilterMtnRangeFilled.png|300px|thumb|right|Fig. 4: Location filter popup window with mountain range selection]] '''<div id="MtnRange">By mountain range</div>''':
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|[[File:ReportTabularViewLocationFilterMtnRangeFilled.png|300px|thumb|right|Fig. 5: Location filter popup window with mountain range selection]] '''<div id="MtnRange">By mountain range:</div>'''
 
* Click on the {{ButtonGrey|Mountain Range}} tab at the top of the popup window.
 
* Click on the {{ButtonGrey|Mountain Range}} tab at the top of the popup window.
 
* Click into the empty text box and start typing the name of the mountain range you would like to be included in your report. The dropdown list will automatically list the mountain ranges what match with what you type.
 
* Click into the empty text box and start typing the name of the mountain range you would like to be included in your report. The dropdown list will automatically list the mountain ranges what match with what you type.
* Include as many mountain ranges in your report as you like (Fig. 4).
+
* Include as many mountain ranges in your report as you like (Fig. 5).
 
* Click on {{ButtonGrey|Ok}} to submit your selection.
 
* Click on {{ButtonGrey|Ok}} to submit your selection.
 
|-
 
|-
 
|class="StepNum" |
 
|class="StepNum" |
|[[File:ReportTabularViewLocationFilterForecastAreaFilled.png|300px|thumb|right|Fig. 5: Location filter popup window with forecast area selection]] '''<div id="ForecastRegion">By forecast area</div>''':
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|[[File:ReportTabularViewLocationFilterMapFilled.png|300px|thumb|right|Fig. 6: Location filter popup window with map selection]] '''<div id="Polygon">By custom polygon:</div>'''
* Click on the {{ButtonGrey|Forecast Area}} tab at the top of the popup window.
 
* Click into the empty text box and start typing the name of the forecast area you would like to be included in your report. The dropdown list will automatically list the forecast areas what match with what you type.
 
* Include as many forecast areas in your report as you like (Fig. 5).
 
* Click on {{ButtonGrey|Ok}} to submit your selection.
 
{{Note|The CAC forecast areas have not been imported into the system yet.|NoteWithImage}}
 
|-
 
|class="StepNum" |
 
|[[File:ReportTabularViewLocationFilterMapFilled.png|300px|thumb|right|Fig. 6: Location filter popup window with map selection]] '''<div id="Polygon">By custom polygon</div>''':
 
 
* Click on the {{ButtonGrey|Map}} tab at the top of the popup window.
 
* Click on the {{ButtonGrey|Map}} tab at the top of the popup window.
* Wait for the Google Earth map to load.
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* Navigate to the general location that you want to include in your report.
* Navigate to the general location that want to include in your report.
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* Click on [[File:ButtonDrawPolygon.png]] and draw your polygon.
* Click on {{ButtonGrey|Create Polygon}} to create a generic square in the middle of the map.
 
* Change the shape of the generic square by clicking on the corners and dragging them to the desired location
 
* Add additional corners to your polygon by clicking on the faint points between corners and dragging them to the desired location.
 
 
* Modify the custom polygon until you have the shape you like (Fig. 6).
 
* Modify the custom polygon until you have the shape you like (Fig. 6).
 
* Click on {{ButtonGrey|Ok}} to submit your selection.
 
* Click on {{ButtonGrey|Ok}} to submit your selection.
 
|-
 
|-
 
|class="StepNum" | 4.
 
|class="StepNum" | 4.
|[[File:ReportTabularViewLocationWithLocFilter.png|300px|thumb|right|Fig. 7: InfoEx report with location filter active.]] Wait until the application as retrieved the data for with the new location filter from the server and displays it in the current view. The locations included in your report are now listed in the location field at the top of the InfoEx report (Fig. 7).
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|[[File:ReportTabularViewLocationWithLocFilter.png|300px|thumb|right|Fig. 7: InfoEx report with location filter active.]] Wait until the application has retrieved the data for the new location filter from the server and displays it in the current view. The locations included in your report are now listed in the location field at the top of the InfoEx report (Fig. 7).
 
|}
 
|}
  
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|class="StepNum" | 4.
 
|class="StepNum" | 4.
 
|[[File:ReportTabularView.png|300px|thumb|right|Fig. 10: Overview of tabular report view]] Wait until the application has retrieved the data from the server and displays it in the current view. The locations field at the top of the InfoEx report is now clear (Fig. 10).
 
|[[File:ReportTabularView.png|300px|thumb|right|Fig. 10: Overview of tabular report view]] Wait until the application has retrieved the data from the server and displays it in the current view. The locations field at the top of the InfoEx report is now clear (Fig. 10).
{{Issue|While the location filter is properly clear from the report template, the location selection persist within the popup window.<br/>''Workaround'': Simply delete the location manually before specifying a new location filter.|IssueWithImage|962|Oct. 28, 2013}}
 
 
|}
 
|}
  
 
==Related documents==
 
==Related documents==
* [[InfoEx report views]]
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{{PagesInfoExReport}}
 
 
===Customizing reports===
 
* Content
 
** [[Specifying the date or date range of an InfoEx report]]
 
** [[Restricting the locations included in an InfoEx report]]
 
** [[Specifying the tables to be included in an InfoEx report]]
 
** [[Adding or removing columns of individual tables in an InfoEx report]]
 
** [[Applying filters to individual tables in an InfoEx report]]
 
* Layout
 
** [[Specifying the order of the tables in an InfoEx report]]
 
** [[Grouping of observations within tables]]
 
** [[Single page view versus individual tabs for tables]]
 
 
 
===Managing report templates===
 
* [[Saving a report as an InfoEx report template]]
 
* [[Modifying an existing InfoEx report template]]
 
* [[Deleting an existing InfoEx report template]]
 
* [[Signing up for the daily InfoEx report emails]]
 
  
 
==Functionality tested by==
 
==Functionality tested by==

Latest revision as of 13:37, 31 May 2017

REQUIREMENTS
Permission All user levels
Connectivity Online only

This document describes how you can restrict the spatial extent of your InfoEx report by specifying what locations to include and how to clear the selection again.

Background

The application offers four possibilities for restricting the locations included in an InfoEx report:

  1. Selecting the individual locations of your operation to be included
  2. Selecting the operations to be included
  3. Specifying the mountain ranges to be included
  4. Drawing a custom polygon
NOTE Please note that the five ways of specifying the locations are mutually exclusive and cannot be combined. In other words you cannot create a report that includes a number of operations and a mountain range. You can only create reports that either contain the observations of a number of operations or within an mountain range.

Step-by-step description

Creating a location filter

1.
Fig. 1: Overview of tabular report view
Click into the empty text box under the 'Location' label of the report view (Fig. 1).
2.
Fig. 2: Location filter popup window
This will open a popup window called 'Location Filter' with four tabs across the top (Fig. 2).
3. Use one of the following methods for specifying the locations you would like to be included in your report.
Fig. 3: Location filter popup window with location selection
By locations:
  • Click on the Location tab at the top of the popup window.
  • Click into the empty text box and start typing the name of the locations of your operation that you would like to be included in your report. The dropdown list will automatically list the locations what match with what you type.
  • Include as many locations in your report as you like (Fig. 3).
  • Click on Ok to submit your selection.
Fig. 4: Location filter popup window with operation selection
By operations:
  • Click on the Operation tab at the top of the popup window.
  • Click into the empty text box and start typing the name of the operation you would like to be included in your report. The dropdown list will automatically list the operations what match with what you type.
  • Include as many operations in your report as you like (Fig. 4).
  • Click on Ok to submit your selection.
Fig. 5: Location filter popup window with mountain range selection
By mountain range:
  • Click on the Mountain Range tab at the top of the popup window.
  • Click into the empty text box and start typing the name of the mountain range you would like to be included in your report. The dropdown list will automatically list the mountain ranges what match with what you type.
  • Include as many mountain ranges in your report as you like (Fig. 5).
  • Click on Ok to submit your selection.
Fig. 6: Location filter popup window with map selection
By custom polygon:
  • Click on the Map tab at the top of the popup window.
  • Navigate to the general location that you want to include in your report.
  • Click on ButtonDrawPolygon.png and draw your polygon.
  • Modify the custom polygon until you have the shape you like (Fig. 6).
  • Click on Ok to submit your selection.
4.
Fig. 7: InfoEx report with location filter active.
Wait until the application has retrieved the data for the new location filter from the server and displays it in the current view. The locations included in your report are now listed in the location field at the top of the InfoEx report (Fig. 7).

Clearing a location filter

1.
Fig. 8: InfoEx report with location filter active.
Click into the filled text box under the 'Location' label of the report view (Fig. 8).
2.
Fig. 9: Location filter popup window with filter information
This will open a popup window called 'Location Filter' with four tabs across the top and the information of the current location filter (Fig. 9).
3. Click on Clear at the bottom of the popup window. This will erase the filter information and close the popup window.
4.
Fig. 10: Overview of tabular report view
Wait until the application has retrieved the data from the server and displays it in the current view. The locations field at the top of the InfoEx report is now clear (Fig. 10).

Related documents

Customizing reports

[1] Click to watch a help video
[2] Click to watch a help video

Managing report templates

Viewing report templates

Map Layers

Charts

Functionality tested by

  • Dec. 31, 2013: Pascal Haegeli