Profile - Right-Click Menu

Undo

Undoes the last action on the filter/dataset.   For example, if a Dataset was just ANDed or ORed to a previously applied Dataset, choosing Undo will remove that last action:

Clear Dataset

Removes applied dataset from the profile calculation

Select All

Selects all the data in the grid.   Use CTRL A as a keyboard shortcut.

Copy To Clipboard

Copies selected data to the clipboard.  Use CTRL C as a keyboard shortcut.

Open Copy

Report

Opens another Profile Report Tab as a copy of the existing report 

Dataset

Opens a Dataset View Tab and displays the Query Tree for the applied filter.

Note:  If no filter is applied, an empty query tree will be displayed. 

Options

Displays the Options Dialog.   For more details, see Profile - Options Dialog

Template

Profile reports can have an excel template attached to them, which will be automatically applied when exporting the profile to excel.    This allows excel visualisations to be configured for profile data and pre-designed excel workbooks to be created for distribution.  If a template has been configured, it will be used when selecting Export To Excel.

Set

Sets the excel template to use.    The template must be stored on the DataJet server.   

Templates can be uploaded to the Datajet Server using the Admin | Remote Files option, and adding workbooks into the Templates directory. 

Clear

Removes a previously configured template from the profile report.  Once the template has been cleared, Export To Excel will export data to a blank workbook.  

Set Row Offset

Determines the row where data output starts in the Excel Workbook.  By default this is 1. 

Named Datasets

Allows a set of filters to be added to the report providing consumers of the profile with a controlled ability to refine results. 

Note: Datasets are created using Engineering |  Dataset Collection Builder and are accessed from the Dataset Explorer.    Named Datasets are included with the profile when it is added to a dashboard. 

Add

Adds the contents of the Named Dataset clipboard to the current report.  

Note:   Add will be greyed out unless a Named Dataset has been copied within another profile. 

To add a Named Dataset from the Dataset Explorer, select the Dataset collection in the Dataset Explorer and drop it onto the profile report.  

Copy All

Copies all Named Datasets in the report to the clipboard. 

Replace All

Replaces the existing Named Dataset Collection with the content of the Dataset Collection clipboard. 

Remove All

Removes all Named Datasets from the report.

Save Image

Saves a screen capture of the profile report as a JPEG image.

Copy Image

Copies a screen capture of the profile report to the clipboard

Post Image

Posts a screen capture of the profile report to a pre-configured slack/google meet/microsoft teams channel.

See Channel Management for more information on how to configure channels.