Download eThority User Manual

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Release Notes
TABLE OF CONTENTS
1
SECURITY ............................................................................................................................... 3
1.1
USER MAINTENANCE ........................................................................................................... 3
1.1.1
Exceptions ................................................................................................................. 3
1.2
ROLE MAINTENANCE............................................................................................................ 4
1.2.1
Data Request ............................................................................................................. 4
1.2.2
DataBook ................................................................................................................... 4
1.2.3
Organization ............................................................................................................... 4
1.2.4
User............................................................................................................................ 4
1.3
ORGANIZATIONAL KEY GROUP MAINTENANCE ....................................................................... 5
1.3.1
Managing Organizational Key Groups ....................................................................... 5
1.3.2
Assign values to Org Key Group ............................................................................... 6
2
DATA ARCHITECTURE .......................................................................................................... 7
2.1
2.2
2.3
3
ROOT DATABOOKS ............................................................................................................... 8
3.1
3.2
4
DATA CONDUITS .................................................................................................................. 7
MASTER DATABOOKS .......................................................................................................... 7
LIBRARY MAINTENANCE ....................................................................................................... 7
ROOT DATABOOK DISPLAY .................................................................................................. 8
CREATING A ROOT DATABOOK............................................................................................. 9
DATABOOKS – GLOBAL CHANGES .................................................................................. 11
4.1
OVERALL APPEARANCE & FUNCTIONALITY .......................................................................... 11
4.2
FILE MENU OPTIONS.......................................................................................................... 12
4.2.1
Save and Save As ................................................................................................... 12
4.2.2
Export ....................................................................................................................... 13
4.2.3
Save as Image ......................................................................................................... 13
4.2.4
Root DataBook ......................................................................................................... 13
4.2.5
Configuration XML ................................................................................................... 13
4.3
USER PREFERENCES ......................................................................................................... 13
4.4
FIELD SELECTOR ............................................................................................................... 14
4.5
GROUPING AND SORTING................................................................................................... 15
4.6
FILTERING ......................................................................................................................... 15
4.6.1
Value Selection ........................................................................................................ 15
4.6.2
Boolean (and/or) Filtering ........................................................................................ 16
4.6.3
Advanced Grouping ................................................................................................. 17
4.7
LOCKING FILTERS, SORTS, AND GROUPS ........................................................................... 18
5
DATABOOKS – DATA TAB .................................................................................................. 19
6
DATABOOKS – GRAPH ....................................................................................................... 21
7
DATABOOKS – SUPERPIVOT ............................................................................................. 22
8
DATABOOKS – EVALUATE ................................................................................................. 23
9
POWERFIELDS ..................................................................................................................... 24
9.1
EXPRESSIONS ...................................................................................................................
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