This menu contains a number of standard options as described below: 

1. Save: This allows you to Save your report.
2. Save As: This allows you to save the report with a specific name and in a specific location within the system. 
3. Revert: This allows for you to revert the latest changes in the report. 
4. Close: Closes the current report.  

This menu contains a shortcut to add a new data source to your report and it also shows all currently open reports by data source. You can complete the following actions via this menu: 

1. New Data Source: This allows you to add a specific module as a new data source for the report.
2. Refresh: Standard refresh functionality.  
3. Rename: You can use this functionality to rename the current data source.   
4. Close: This is a standard functionality to close the current report.  
5. Explain Data Settings: it is possible to select specific fields to explain data in them. This functionality uncovers and describes relationships in your data. 
6. Default Calendar: You can use this option to define the date format used in the report.

1. New Worksheet: This adds a new worksheet 
2. Clear: Clears the current sheet  
3. Edit Tooltip: This allows editing the tooltips of the report charts. 
4. Actions: This allows you to create interactive relationships between data, dashboard objects, worksheets and the web.  
5. Show Title: When this option is flagged the title of the report is shown.    
6. Show Caption: When this option is flagged the caption related to the current report is shown below the graph/table.   
7. Show View Toolbar: Allows you to either show or hide the toolbar. 
8. Show Sort Controls: When flagged, the typical sorting controls are shown in the grid containing report data. 
9. Duplicate as Crosstab: This allows you to duplicate the current worksheet.

1. New Dashboard: Allows you to add a new Dashboard to your report.
2. Clear Dashboard: Allows you to clear the current Dashboard.
3. Show Grid: Allows you to show a grid in the dashboard background.
4. Grid Options: This option is enabled when the grid is shown. Allows setting specific visualization options of the grid. 
5. Device Layouts: Allows you to configure your report depending on the device used to view it.
6. Show Title: When enabled, shows the title of the current dashboard.  
7. Actions: Allows you to create interactive relationships between data, dashboard objects, worksheets and the web. You can select one of the following options:  
   - This workbook: Select this option to create links with the entire workbook.
   - This sheet: Select this option to create links with the current sheet.
8. Add Phone Layouts to Existing Dashboards: Allows you to add phone layouts to existing dashboards for visualising the reports on mobile devices.
9. Add Phone Layouts to New Dashboards: Allows you to add phone layouts to new dashboards for visualizing the reports on mobile devices.

1. Show Mark Labels: You can use this option to add labels to the data points in your visualization. 
2. Aggregate Measures: When this option is enabled, data is aggregated using a specific method. Refer to this article of the Tableau online help for a more detailed explanation of data aggregation options.  
3. Stack Marks: When this option is enabled, shows cumulative marks on the graph along an axis. When marks are not stacked, they are drawn independently along an axis, i.e. overlapping. 
4. Explain Data: Explain Data is a tool that uncovers and describes relationships in your data. Refer to this article of the Tableau online help for a more detailed explanation of how this function works.
5. Totals: This option allows showing grand totals on a specific axis or by column/row.
6. Filters: This option allows you to add the existing measures within your report as filters. Once the field has been selected, the filter will be shown in the right section of the screen. You will be able to set specific filters for your current report.   
7. Highlighters: This allows you to highlight specific measures within your report. Once the measure has been selected it will show on the right-hand side, from there a sub-menu will appear which allows you to select what needs to be highlighted.  
8. Create Calculated Field: This allows users to create custom calculations to be applied in their reports. If you click on this option, the calculation editor will open in a new window. Here the user can define the new calculated field using functions, fields, and operators. To learn more about creating formulas in Tableau, see Formatting Calculations in Tableau(Link opens in a new window) and Functions in Tableau(Link opens in a new window). 
9. Edit calculated Field: This option is enabled if there is at least one calculated field available. Allows editing calculated fields. 
10. Infer Properties from Missing Values: Missing values are any null values from your data. For example you may have data from May-December but no data from January-May, so these months will be omitted from your report. This option allows tableau to infer data from these missing values. Refer to this article of the Tableau online help for further information.
11. Swap Rows and Columns: This option allows toggling rows and columns in the report. Once clicked, rows and columns of the current report will be swapped.  
12. Manage Analytics Extensions Connections: In Tableau you can link your report to different analytic programs. This field will not need to be used within the SF360 Self Service Tool.

This menu contains the options when creating a map within your Self Service Report. Refer to this article of the Tableau online help for a detailed explanation on this option. 

1. Background Maps: You can use this option to add a specific background to the map within your report.
2. Map Layers: This enables when the map background is set in the report and allows you to add different layers to your map such as Country Names etc.
3. Map Options: this option is only enabled when the map background is set in the report and allows you to change how the map is displayed in your report.

This menu contains formatting options which allow users to customize the workbook layout.  

1. Workbook: Allows you to set different formatting settings for the current workbook. Refer to this paragraph of the Tableau guide for the detailed explanation of this option. 
2. Worksheet: Allows you to set different formatting settings for the current worksheet within the workbook.
3. Title: Allows you to format the title of your report, for example changing the font/colour.
4. Caption: Allows you to format any captions within your report.
5. Legends: Allows you to format the legends within your report, such as update the colour. You can refer to this article within the Tableau help guide for more information on legends.
6. Filter and Sets: Allows you to format any filters/sets within your report.
7. Highlighters: Allows you to format any highlighted fields within your report.
8. Parameters: Allows you to format parameters within the report.
9. Clear Worksheet Formatting: This option is used to remove the current formatting and revert back to the original formatting. 
10. Animations: This option allows you to add animation to the current workbook. When selected a panel is opened containing settings for animation. Please refer to the Tableau guide for a detailed description of this option.  

This is a shortcut to the Tableau online help guide  

1. Search: Allows you to search by a specific topic by inserting a keyword directly into this field 
2. Web Authoring Help: Once selected, this opens the Tableau online help resource in a new browser window. 
3. Support: Represents the support link. Once clicked, redirects the user to the Support portal of Tableau. For help using the Self Service Tool we would recommend that you click the Help button within Safefood360°, or send an email to our Support Team at [email protected].

Below the menu bar of the SST Reports Builder interface, there is a toolbar containing a number of tools and buttons. The toolbar contains the following functionalities: 

1. Undo/Redo: Standard functions allowing you to undo and redo recent changes made in the report.  
2. Save: Automatically saves your report.
3. New Data Source: Allows you to set a different module as a new data source of the report.  
4. Pause/Resume Updates: Allows you to manually synchronize/pause synchronization of the current view of the report with the current data source (module) of the report.  
5. Add New: Allows you to add a new worksheet, new dashboard, or new story to the report.  
6. Duplicate: A standard duplication functionality which allows creating a duplicate of the current report plotted in a sheet, dashboard, or a story. 
7. Clear Sheet: Clears the content of the current sheet without deleting the sheet. 
8. Swap rows and columns: allows toggling rows and columns in the current report.  
9. Sort Ascending: This is a standard sorting functionality allowing you to sort data in the report in descending order.
10. Sort Descending: This is a standard sorting functionality allowing you to sort data in the report in ascending order.
11. Totals: Allows you to display the grand totals of your report.
12. Highlight: When applied, allows you to highlight a collection of related marks in the view and functions the same way that two-way highlighting does.
13. Show labels: This option allows you to label data points when plotting charts/show labels on the charts  
14. Format workbook: This is a shortcut for the global format options. Once clicked, opens a panel containing the global format settings menu where the user can define the formatting for the workbook and specific worksheets  
15. Fit: You can use this functionality to fit the report to output in the working area of the module in a specific way. It is possible to select a specific option from the drop-down menu. 
16. Show/Hide cards: Allows you to either show or hide specific parts of your report.
17. Download: Allows you to download the report in a specific format   
18. Open in Tableau desktop: This feature is not available within the Safefood360° Self Service Tool.
19. Show Me: This menu shows different data visualization options including different types of chats and grids. By default, the system sets the most suitable type of chart/table depending on the report output.