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  1. Home
  2. IT Analytics Help
  3. Section IV. End user
  4. Work with the dynamic template designer
  5. Adding or Editing Methods
  6. User-Defined Methods

User-Defined Methods

For an example of a user-defined method refer to the following.

See Example of Using a Method to Create a Sparkline Chart in a Dynamic Template.

Only user-defined methods can be edited or deleted. When you select a user-defined method in the Methods View panel, at the top of the Methods View pane, you'll see the following buttons that enable updates.

A method cannot be edited under the following circumstances:

  • The fields in the method are in use in a report template.

  • A table used in the Join clause is not relevant for the enterprise object.

Within the Method Designer window, the following buttons enable functionality that is available only for user-defined methods. Note that System Methods will have certain buttons disabled, as described in the following section.

See System Methods.

  • Validate Query - Validates valid syntax only for the query and the With clause, if used.

  • Save - Before saving, the query is validated.

    See Validate and Save a Method.

  • Save As - Enables a copy and save function so that you can clone and modify methods.

  • Cancel - Ignores any changes that have been made since the last save.

  • Help - Accesses the context-sensitive help for methods, with details that can assist in method creation.

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