Visual Assist

Visual Assists, available for each filter in Hubble, provide a way to search for filter selections.

Activating the assist: Click on a filter and then click the magnifying glass button to the right-hand side of the filter. This brings you to the Visual Assist dialog that is specific to that filter. It is split vertically into two halves; the left panel displays a list of available selections and the right panel displays the list of current selections. Using the arrows, you can move the selections as needed.

Note: The available selections were made by the Power User who designed your specific report.

Visual Assist Ribbon Options

Visual Assists, available for each filter in Hubble, provide a way to search for filter selections.

ICON	FUNCTION	DESCRIPTION
	Find	Locate and display all items matching the current search criteria that are ready for selection.
	Clear	Clear the list of current and available selections as well as the QBE filter settings and restore them back to their defaults.
	Export to Excel	Export the results of the Visual Assist dialog to Microsoft Excel.
	Print	Print the results of the Visual Assist dialog to PDF format.
	Sequence	Sequence Sequence and group the list of available selections.
	Show Tree	Display all available items in a hierarchy layout (particularly useful when there are several tabs associated with the data, such as with group or data filters).
	Split	Organize individual items such as category codes and periods available for selection onto separate tabs (only available on the data and group filters).

Visual Assist Usage

To use the Visual Assist:

Find the available data from which to make selections. Optionally, use the Query by Example (QBE) line to narrow down search criteria.
1. Click the Find button to return results. Any results returned are shown within the available selections panel. The number of items returned is shown on the status bar at the bottom of the dialog.
2. Move to the right panel any selections you wish to use in the filter.
3. Click OK to return to the inquiry.

Note: When using the Visual Assist for the Object Account and Subsidiary Filters, the Model Business Unit (set during the configuration process in Administrator) is used in the QBE Business Unit column. This can be changed by double-clicking in that filter and typing new search criteria.

To move the data between the left and right panels, you can do either of the following:

Double-click the item(s)
Select the item(s) and use the arrows in the middle (the double arrows moving ALL data from one panel to the other).

Note: You can multiple-select by holding down the CTRL or SHIFT key while selecting the items.

In the right panel (Current Selections), the order in which the selections are displayed represents, in left- to-right visual order, how they will be displayed in the filter once you return to the main document panel. If a column is pivoted, it affects the placement of the columns.

Warning message upon clicking Find - These warning messages appear on filters with potentially large result sets. However, they can be turned on and off in the Warnings dialog or by clicking the Don’t show again checkbox on the warning message.

Split by Column function within the Visual Assist - This feature, available for group filters, makes it possible to order the list of available selections into logical groups rather than just displaying them as a long list of entries within the Visual Assist screen.

By default, the Split by Column functionality is enabled, which results in each group being placed on its own tab. For example, 30 Business Unit Category Codes will be placed on 30 separate tabs.

The split option, once disabled, will put the selections on the All tab. Click on the Split by Column Button to enable or disable the functionality.

When enabling the Split by Column functionality, you will be presented with the Split by Column dialog:

Selecting Group Code means the tabs will be identified by the code.
Selecting Group means the tabs will be identified by the description of the group.