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Tutorial

In this tutorial you will learn how to create a business domain, and generate some reports.
This tutorial is based on the popular Microsoft Access demonstration database: Northwind.
All the concepts behind Ariacom Business Reports® are described in the Product Description document.
The last version of the product is available at http://www.ariacom.com.
Additional information can be found at the Ariacom Business Reports Forum.
Requirements To complete this tutorial, you must first install Ariacom Business Reports®
Free available from http://www.ariacom.com/brfree.exe. This setup
installs also the Microsoft Access demonstration database
Northwind.mdb.
Tutorial Scenario The database contains the sales data for a fictitious company called
Northwind Traders, which imports and exports speciality foods from all
around the world. The management department wants to draw up reports
and statistics on the product sales. The tutorial has three sections:
 Business Domain Creation
 Business Report Creation
 Advanced Features

Northwind Database Basically, the Northwind database involves Products, Orders, Customers
and Employees. See the Entity-Relationship Diagram below for more
information on the Northwind database.

Northwind Database: Entity-Relationship Diagram.

Business Domain Creation

In this section, you will learn how to create your first Business Domain.
A business domain is a set of data used to edit and execute reports. It is an abstraction layer for the
database, turning raw data in Dimensions and Elements (Business Entities). It contains the following
information:
1. target database description (table description, report elements, report types and templates),
2. users, security and public folders,
3. translations for multilingual support,

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4. output device definition to redirect report results to special devices.

Business Domain Manager

A business domain is stored in a dedicated (*.bdo) file or directly into a database (SQLServer or Oracle
only).
Start the tutorial by using the Business Domain Wizard

Create the Tutorial Business Domain with the


wizard
1. Run the Business Domain Manager Wizard
Perform the following actions:
1. On the Start menu, point to Programs, Ariacom Business Reports and then click Business
Domain Manager ,
2. On the File menu, click Business Domain Wizard (or Ctrl+W),

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The Business Domain Wizard dialog box appears.

Business Domain Wizard

2. Connect to the database and select some tables


Perform the following actions, as illustrated by the animated picture below:
1. In the Database list, select Microsoft Access and click Next,
2. On the right of the "Select the database Access file (*.mdb)" box, click "Browse" and
select the Northwind.mdb file (installed by default in the "C:\Program
Files\Ariacom\Business Reports\Northwind" directory),
3. Click Next,
4. A dialog box appears, warning for "Foreign Keys": click Yes. Please not this warning only appears for
Access databases,
5. Select the following tables in the Tables list: Order Details, Orders, Products,
Suppliers and then Click ">",
6. The four tables are listed in the right list. Click Next,
7. In the "Enter the business domain name" box, type "Tutorial" and click "Finish",
8. An information dialog box appears to acknowledge the creation of the domain, and to propose the
edition of a report on the domain. Click "No",
9. On the File menu, click Save and save the "Tutorial.bdo" file on the disk.

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Business Domain Wizard Steps

The Business Domain Tutorial has now been created and contains four tables.
Continue to Define foreign keys.

Define foreign keys

Foreign keys define relationships between tables of your database (e.g. a supplier has several products,
an order has several order details).
They consist of a simple SQL join that is applied when 2 tables are used for a query.
1. If you are not already using the Business Domain Manager, go to the "Start" menu, point to
"Programs, Ariacom Business Reports" and then click "Business Domain Manager",
2. On the "File" menu, click "Open" and browse to the "Tutorial.bdo" file, then click "Open",
3. The "Domain login dialog box" appears,
4. In the "User Name box", type "su" (the administrator user name) and click "OK". The business
domain is open,
5. In the left tree view, expand the node "Tutorial/Metadata/Databases/Database of
Tutorial/Tables/Order Details" and select the node "Foreign Keys",

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The "Foreign Keys" node of the "Order Details" table

6. Right-click "Foreign Keys" and then select "New join",


7. A new join appears in the right panel. In the "Parent Table" list, select "Orders" and then click
"Edit Join",
8. The "Edit Join" dialog box appears,
9. In the "Child Column" list, select ""Order Details".OrderID",
10. In the "Parent Column" list, select "Orders.OrderID" and then click "OK",
11. Click "Check Join" to check that the join is correctly defined,

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Definition of the Foreign Key between "Orders" and "Order Details"

12. Create a new join for the "Order Details" table with the parent table "Products" and the Join
Clause ""Order Details".ProductID=Products.ProductID"
13. Create a new join for the "Products" table with the parent table "Suppliers" and the Join Clause
"Products.SupplierID=Suppliers.SupplierID"
14. On the "File" menu, click "Save" (or Ctrl+S) and save the "Tutorial.bdo" file on the disk.
The joins have now been defined between the Order, Order Details, Products and Suppliers tables.
Continue to Define Enumerated Lists

Define enumerated lists

Enumerated lists may be used for the following purposes:


 To translate database values into display values (e.g. 0 means 'No', 1 means 'Yes'),
 To propose a list of values when editing a report restrictions for an element (e.g. the different
products categories),
Steps to define enumerated lists are listed below:
1. If you are not already using the Business Domain Manager, go to the "Start" menu, point to
"Programs, Ariacom Business Reports" and then click "Business Domain Manager",
2. On the "File" menu, click "Open" and browse to the "Tutorial.bdo" file then click "Open",
3. The "Domain login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK". The business domain is open,
5. In the left tree view, expand the node "Tutorial/Metadata/Databases/Database of
Tutorial" and select the node "Enumerated lists",

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Enumerated List Tree View

6. Right-click "Enumerated lists" and then select "New enumerated list". A new enumerated
list appears in the right panel,
7. In the "Enumerated list name" box, type "Product Categories",
8. Check the "List is loaded dynamically from the database" box,
9. Check the "List refreshed upon database connection" box,
10. In the "SQL Statement for dynamic list" box, type the following SQL statement:

SELECT DISTINCT CategoryID, CategoryName FROM Categories ORDER BY 1 ASC

11. In the "Display format for retrieved values" box, type "%2s",
12. Click "Show/Edit Values" and check the display values of the product categories. Click "OK",

Enumerated List Definition

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13. In the left tree view, expand the node "Tutorial/Metadata/Databases/Database of


Tutorial/Tables/Products/Elements" and select the node "CategoryID". The element detail
appears in the right panel,

Element for Enumerated List Association

14. In the "Definition" tab, select "Product Categories" in the "Enumerated list" list,
15. Uncheck the "Element is nullable" box,
16. Select the "Format" tab. In the "Element Name box", type "Product Category"

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Association of the Enumerated List to the Element

17. On the "File" menu, click "Save" (or Ctrl+S) and save the "Tutorial.bdo" file on the disk.
An enumerated list has been created for the product categories.
Continue to Define and Create Dimension Elements

Define and create dimension elements

An element describes a column in a table and how it is displayed in the report result.
Steps to define dimension elements are listed below:
 If you are not already using the Business Domain Manager, go to the "Start" menu, point to
"Programs, Ariacom Business Reports" and then click "Business Domain Manager",
 On the "File" menu, click "Open" and browse to the "Tutorial.bdo" file then click "Open",

 The "Domain login" dialog box appears,

 In the "User Name" box, type "su" and click "OK". The business domain is open,

 In the left tree view, expand the node " Tutorial/Metadata/Databases/Database of


Tutorial/Tables/Orders" and select the node "Elements",

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Element Tree View

 Right-click "Elements" and then select "New element". The "Select Column" dialog box appears,
 Check "User defined column" and then click "OK",
 The "Select Report Types" dialog box appears,
 Check "Default Report Type" and then click "OK". The new element detail appears in the right
panel,
 In the "Column Name" box, type

DatePart('yyyy',[OrderDate],1,0)

 Click "Check Column" to check the column syntax,


 In the "Element Type" list, select "Numeric",
 Select the "Format" tab. In the "Element Name" box, type "Order Year",
 In the "Display Alignment" list, select "Right Justified",

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Element Definition

 On the "File" menu, click "Save" (or Ctrl+S) and save the "Tutorial.bdo" file on the disk.
A new element representing the order years has been created.
Continue to Define and Create Measure Elements

Define and create measure elements

Steps to define measures are listed below:


1. On the Start menu, point to Programs, Ariacom Business Reports and then click Business
Domain Manager ,
2. On the "File" menu, click "Open" and browse to the "Tutorial.bdo" file then click "Open",
3. The "Domain login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK". The business domain is open,
5. In the left tree view, expand the node "Tutorial/Metadata/Databases/Database of
Tutorial/Tables/"Order Details"/Elements" and select the node "Quantity". The element
detail appears in the right panel,
6. In the "Definition" tab, click "Set element as a measure",
7. The "%AGGRFUNC%" keyword is added to the column name and the default aggregate function is set
to "Sum",

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Measure Definition (Quantity)

8. In the left tree view, expand the node "Tutorial/Metadata/Databases/Database of


Tutorial/Tables/"Order Details"" and select the node "Elements",
9. Right-click "Elements" and then select "New element",
10. The "Select Column" dialog box appears,
11. Check "User defined column" and then click "OK",
12. The "Select Report Types" dialog box appears,
13. Check "Default Report Type" and then click "OK",
14. The "New Element Detail" appears in the right panel,
15. In the "Column Name" box, type

(1-Discount)*"Order Details".Quantity*"Order Details".UnitPrice

16. Click "Check Column" to check the column syntax,


17. In the "Element Type" list, select "Numeric",
18. Click "Set element as a measure",
19. Click "Check Column" to check the column syntax,
20. Select the "Format" tab. In the "Element Name" box, type "Amount",
21. In the "Display Alignment" list, select "Right Justified",
22. In the "Display Format" box, type

"$ "#,##0.##

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Measure Format (Amount)

23. On the "File" menu, click "Save" (or Ctrl+S) and save the "Tutorial.bdo" file on the disk.
Two measures representing the Quantities and the Amounts have been defined.
Continue to Create Output Devices

Create output devices

Output devices allow generating reports in folders, sending reports via emails or FAX, to printers, or FTP
servers.
1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Business Domain Manager",
2. On the "File" menu, click "Open" and browse to the "Tutorial.bdo" file then click "Open",
3. The "Domain login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK". The business domain is open,
5. In the left tree view, expand the node "Tutorial" and select the node "Output Devices",

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Output Device Tree View

6. Right-click "Output Devices" and then select "New Output Device",


7. The "Add New Output Device" dialog box appears,
8. In the "Device Type" list, select "Folder" then click "OK". A new output device appears in the right
panel,
9. In the "Name" box, type "Output Folder",

Output Device Definition

10. If you have an Email server (SMTP), right-click "Output Devices" and then select "New Output
Device",
11. The "Add New Output Device" dialog box appears,
12. In the "Device Type" list, select "Email" then click "OK". A new output device appears in the right
panel,
13. In the "Name" box, type "EMail",
14. In the "SMTP Server" box, type the SMTP server name of your company,
15. In the "Sender Email Address" box, type a generic email address that will be used to send
reports,
16. On the "File" menu, click "Save" (or Ctrl+S) and save the "Tutorial.bdo" file on the disk.

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An output device on the folder "{Directory of Tutorial.bdo}\Output" has been defined.


An Email output device has been defined.
Continue to Add a Report Type.

Add a report type

A report type defines a set of the elements (e.g. a report type named "Orders" can be created to
contain only elements concerning orders and customers).
When a report is created with a given report type, only elements contained in the report type are
available in the report.
Functional rights can be applied to report types (e.g. only sales department can create reports of type
"Orders").
1. On the "Start" menu, point to" Programs, Ariacom Business Reports" and then click
"Business Domain Manager",
2. On the "File" menu, click "Open" and browse to the "Tutorial.bdo" file then click "Open",
3. The "Domain Login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK". The business domain is open,
5. In the left tree view, expand the node "Tutorial/Metadata/Report Types" and select the node
"Default Report Type". The "Report Type Detail" appears in the right panel,
6. Right-click "Report Types" node and then select "New Report Type",

Report Types Tree View

7. An information dialog box appears, about "Free SQL Reports". Click "No". A new report type detail
appears in the right panel,

Report Types Information

8. In the "Report Type Name" box, type "Products",


9. Right-click "Products" node and then select "Add Report Type Elements",
10. The "Add New Report Type Elements" dialog box appears,
11. Check all elements of the "Products" and "Suppliers" categories (starting with Products and
Suppliers) boxes and then click "OK",

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12. The Products report type contains elements of the "Products" and "Suppliers" categories,

The "Products" Report Type

13. On the "File" menu, click "Save" (or Ctrl+S) and save the "Tutorial.bdo" file on the disk.
A new report type for product elements has been added to the business domain.
Continue to Report Creation.

Reports creation

In this section you will learn how to create and execute reports based on the Business Domain previously
created.
Reports or report definitions are stored in ("*.bre") files or directly in a database containing the
business domain repository.
Once executed, the user obtains a report result.
A report is composed of:
 A title,

 A report type. This defines which report elements are available to define the report,
 A report template to define the report result format,

 1 to several report elements to be included in the result,


 0 to several restrictions on report elements,
 0 to several report outputs to redirect the report result to output devices defined in the domain,
 0 to several report schedules to postpone report executions.

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Business Domain Manager

Start the tutorial by the Creation a first report on sales.

Create a first report on sales

Before reading further, please note that the "Report Editor" is composed by 4 panels, in order from
left to right and top to bottom:
 The Available Elements panel (top left)

 The Selected Elements panel (top right)


 The Restriction Definition panel (bottom left)

 The Selected Restrictions panel (bottom right)

The Selected Elements panel itself is divided in four containers:


 The Page container (top left)

 The Column container (top right)

 The Row container (bottom left)


 The Data container (bottom right)

See the image below to locate each panel and each container.

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Report Editor Panels

The tutorial will use the name of those panels.


Steps to create a first report on sales are listed below:
1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Report Manager",
2. In the left tree view, expand the node "Tutorial". The "Domain Login" dialog box appears,
3. In the "User Name" box, type "su" and click "OK". The public folders of the business domains appear,
4. Select the node "Published",

5. Click on the "New Report" icon (top-left in the toolbar ), type "Ins",
6. The "Report Editor" dialog appears,
7. In the "Report Name" box, type "Product sales" and click "Next",
8. In the Available Elements panel, expand the "Orders" node, then drag the "Order Year" element
and drop it in the "Page" container of the Selected Elements panel,
9. In the Available Elements panel, expand the "Products" node, then drag the "Product
Category" element and drop it in the Column container of the Selected Elements panel,
10. Right-click "Product Category" in the Selected Elements panel and then select "Sort
Ascending",
11. In the Available Elements panel, expand the "Suppliers" node, then drag the "Country" element

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and drop it in the "Row" container of the Selected Elements panel,


12. Right-click "Country" in the Selected Elements panel and then select "Sort Ascending",
13. In the Available Elements panel, expand the "Order Details" node, then drag the "Amount"
element and drop it in the "Data" container of the Selected Elements panel,

The Selected Elements panel should now look like the previous image.

14. Click "Execute",


15. The report is executed and displayed per order year, the sales amount per product category and per
supplier country,

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Product Sales Report

16. Click Close. The Report Editor dialog appears. Let's improve the report by adding the totals for rows
and columns:
17. Double-click "Sum of Amount" in the Selected Elements panel,
18. Options for the "Sum of Amount" dialog appear,
19. In the "show total sum" list, select "For rows and columns". Click "OK",
20. Click "Execute". Check that the total sum have been added for each row and column of the data
table,
21. Click "Close",
22. The "Report Editor" dialog appears,
23. Click "Save".
The report is saved in the repository, and the "Product Sales" report is displayed in the file list.
A first analytic report on sales has been created.
Continue to Add charts to the report.

Add charts to the report

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Steps to add charts to an existing report are listed below:


1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click"
Report Manager",
2. On the "File" menu, click on the "Tutorial:\Published\Product Sales" menu item,
3. The "Domain Login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK",
5. The "Report Editor" dialog appears,
6. In "Chart Type" list, select "Pie",
7. Right-click "Product Category" in the Selected Elements panel and then select "Pie Axis",
8. Right-click "Sum of Amount" in the Selected Elements panel and then select "Pie Series",
9. Click "Edit Options",
10. The "Chart Options" dialog box appears,
11. In the "Legend Alignment", select "Top" and click "OK",
12. Double-click "Sum of Amount" in the Selected Elements panel ,
13. The Options for "Sum of Amount" dialog box appears,
14. Select the "Series" tab. In the "Explode biggest slice box", type "50" and click "OK",
15. Click "Execute",
16. For each year, a pie chart is displayed,

Add a chart to the report

17. Click "Close",


18. The Report Editor dialog appears,
19. Click "Save",
20. The report is saved in the repository.
The Product Sales report now contains charts.
Continue to Define restrictions for the report.

Define restrictions for the report

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Steps to add charts to an existing report are listed below:


1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Report Manager",
2. On the "File" menu, click on the "Tutorial:\Published\Product Sales" menu item,
3. The "Domain Login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK",
5. The "Report Editor" dialog appears,
6. In the Available Elements panel, expand the "Products" node,
7. Click "Product Category" in the Available Elements panel,
8. Select "Prompt at Run-Time" in the Restrictions panel for "Product Category",
9. In the list, select "Beverages, Condiments, Confections" and then click ">",
10. The Selected Restrictions panel contains restrictions on the product categories,

Selected restrictions

11. Click "Execute",


12. The "Enter Run-Time Restrictions" dialog box appears,
13. Check or uncheck product categories, then click "OK", the report is executed with restrictions.

Prompt for restrictions at runtime

14. Click "Close", the Report Editor dialog appears,


15. Click "Save", he report is saved in the repository.
The report has restrictions on product categories.
Continue to Define an output and a schedule.

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Define an output and a schedule


Steps to add charts to an existing report are listed below:
1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Report Manager",
2. On the "File" menu, click on the "Tutorial:\Published\Product Sales" menu item,
3. The "Domain Login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK",
5. The "Report Editor" dialog appears,
6. Click "Next", the Report Options screen is displayed,
7. Click "Next", the Report Output and Schedule screen is displayed,
8. In the "Output Group" box, click "New", a new report output of type folder appears,
9. In the "Output Name" box, type "Output",
10. In the "Output Device" list, select "\Published",

Output Definition

11. Click "Execute", an information dialog box appears. The report is generated in the folder specified
by the output device,
12. Click "OK",
13. On the right of the "Schedule Name" box, click "New",
14. The "Edit Schedule" dialog box appears,
15. In the "Schedule Name" box, type "Schedule1",
16. In the "Schedule Type" group box, select "Regularly", information for the schedule appears,
17. In the "Schedule Regularly" group box, type "1" in the "Every … minutes" box,

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Edit Schedule

18. Click "Done", the Report Editor dialog appears,


19. Click "Save", the report result Product Sales is displayed in the file list,
20. Double click on "Product sales/HTM File" to view the report result.
If the Report Scheduler is running, the report result is generated every minute from 09:00:00 to 19:00:00
in the specified output device.
To test the Report Scheduler:
1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Report Scheduler Console",
2. Check the messages,
3. Type "<Ctrl+C>" to terminate the Report Scheduler,

Report Scheduler Console

Continue to Create a Free SQL report.

Create a Free SQL report

Even if Business Reports is very powerful in avoiding the use of SQL statements, you may sometimes need
to use SQL statements.
Reports of type Free SQL allows the end-user to enter directly his SQL statements.
1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Report Manager",
2. In the left tree view, expand the node "Tutorial",
3. The "Domain Login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK",
5. Select the node "Published",

6. Click on the "New Report" icon (top-left in the toolbar ), type "Ins", the "Report
Editor" dialog appears,
7. In the "Report Type" list select "Free SQL Report" type,
8. In the "Report Name" box, type "Employee Search" and click "Next",
9. In the Select "SQL Statement" box, type the following SQL statement:

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select lastname as "Last name", firstname as "First name" from employees w

10. Click "Next",


11. In the Available Elements panel, expand the "Elements" node, then drag the "Last Name" and the
"First Name" elements and drop them in the "Row" area Selected Elements panel,
12. In the Available Elements panel, expand the "Restrictions" node
13. Click "Employee Name" in the Available Elements panel,
14. In the Restrictions panel (for Employee Name), select "contains" in the restrictions operator list
and then click ">", the Selected Restrictions panel contains restrictions on the "Employee Name"
element,

Free SQL Report Definition

15. Click "Execute", the report is executed and a restriction on the "Employee Name" is prompted,
16. Type "an", and a list of employees containing "an" in their name is displayed,

Free SQL Prompt and Report (part of)

17. Click "Close", the "Report Editor" dialog appears,

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18. Click "Save", the report is saved in the repository.


A first Free SQL report prompting for a string value has been created.
Continue to Using Excel Add-In.

Using Excel Add-In

If the Ariacom Business Reports Excel Add-In is installed, an Excel document can be used to contain
several Business Reports.
Note that a demonstration Excel document€ "AddInDemonstationReport.xls" containing several
business reports can be found in your installation directory.
1. Open a new or an existing Excel document,
2. Select the cell on which the new report will be inserted,
3. In the "Ariacom" menu, click on "Edit report",
4. The "Domain Login" dialog box appears,
5. Select the "Tutorial" Business Domain
6. In the User Name box, type "su" and click "OK",
7. An information dialog box appears to create a new report at the current cell. Click "Yes", the
"Report Editor" dialog appears,
8. In the Available Elements panel, expand the "Orders" node, then drag the "Order Year" element
and drop it in the "Page" container of the Selected Elements panel,
9. In the Available Elements panel, expand the "Products" node, then drag the "Product
Category" element and drop it in the Column container of the Selected Elements panel,
10. Right-click "Product Category" in the Selected Elements panel and then select "Sort
Ascending",
11. In the Available Elements panel, expand the "Suppliers" node, then drag the "Country" element
and drop it in the "Row" container of the Selected Elements panel,
12. Right-click "Country" in the Selected Elements panel and then select "Sort Ascending",
13. In the Available Elements panel, expand the "Order Details" node, then drag the "Amount"
element and drop it in the "Data" container of the Selected Elements panel,

The Selected Elements panel should now look like the previous image.

14. Click "Product Category" in the Available Elements panel,


15. Select "Prompt at Run-Time" in the Restrictions panel for "Product Category",
16. In the list, select "Beverages, Condiments, Confections" and then click ">",
17. The Selected Restrictions panel contains restrictions on the product categories,

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Selected restrictions

18. The report definition is finished, click "Done",


19. The "Enter Run-Time Restrictions" dialog box appears,
20. Check or uncheck product categories, then click "OK", the report is executed with restrictions.
21. An information dialog box appears for Pivot Table destination, select€ a destination cell and click
"OK", an Excel pivot table is displayed,
22. The Excel document contains the report data and the pivot table,

Excel document after report execution

23. Save the Excel document.


The data can be refreshed by using the menu "Ariacom->Refresh current report".
Continue to Advanced features.

Advanced Features

This section describes the use of advanced features of Ariacom Business Reports:
1. Drill-Down - Going deeper into data aggregations.
2. User Management - Using functional rights and restrictions at run-time.
3. Cascade Report - running another report from an element.
4. Publish reports on the Web using the Web Report Server.

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Define a drill hierarchy for multidimensional


navigation
Steps to define drill-down navigation are listed below:
1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Business Domain Manager",
2. On the "File" menu, click "Open" and browse to the "Tutorial.bdo" file then click "Open",
3. The "Domain Login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK", the business domain is open,
5. In the left tree view, expand the node "Tutorial/Metadata/Databases/Database of
Tutorial/Tables/Products/Elements" and select the node "Product Category", the
element detail appears in the right panel,
6. Select the "Drill & Share" tab
7. Click "Define Drill Children"
8. The "Element for drill down navigation" dialog box appears,
9. Select the "Products\ProductName" element and then click "OK"

Drill Down Definition

10. On the "File" menu, click "Save" and save the "Tutorial.bdo" file on the disk,
11. Type "F6" to open the "Report Manager",
12. Click on the "Published" node. The list of files appears,
13. Double Click on the "Product Sales" report,
14. In the report result, click on one of the blue triangles of a given category.
The (same) report is executed again, but product categories have been changed to product names, and a
restriction is placed on a product category. This is a way to go deeper in the aggregation.

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Drill Down on Product Category: Before and After

A drill navigation has been defined between product categories and names.
Continue to Add a new user and define security

Add a new user and define security

The security contains all the information needed to manage:


 Functional rights to edit the business domain and edit and execute reports (based on report types and
public folders).
 User restrictions to be applied when reports are executed.

Steps to add a new user and define security are listed below:
1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Business Domain Manager",
2. On the "File" menu, click "Open" and browse to the "Tutorial.bdo" file then click "Open",
3. The "Domain Login" dialog box appears,
4. In the "User Name" box, type "su" and click "OK", the business domain is open,
5. In the left tree view, expand the nodes "Tutorial/Security/User Groups" and select the node
"Guests", the user group detail appears in the right panel,
6. Right-click "Guests" node and then select "New user", the user detail appears in the right panel,
7. In the "User Name" box, type "smith",
8. Click "Rights per Folder",
9. The "Right Selection" dialog box appears,
10. Check the boxes "Personal/Edit" and "Published/Execute" then click "OK",

User rights per folder

11. Click "Rights per Report Type",


12. The "Right Selection" dialog box appears,
13. Check the boxes "Statistics/Execute" and "Products/Edit" then click "OK",

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User right per types of reports.

14. Uncheck the "Inherit Restrictions" from group box,


15. Click "Restrictions",
16. The "Report Editor" dialog box appears,
17. In the Available Elements panel, expand the "Products" node
18. Click "Product Category" in the Available Elements panel,
19. In the list, select "Beverages, Condiments, Confections" and then click ">",

User rights, restrictions

20. The Selected Restrictions panel contains restrictions on the product categories,
21. Click "Done",
22. On the "File" menu, click "Save" and save the "Tutorial.bdo" file on the disk,
23. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Report Manager",
24. Expand the "Tutorial" node,
25. The "Domain Login" dialog box appears,
26. In the "User Name" box, type "smith" and click "OK",
27. Click on the "Published" node and execute the "Product Sales" report, the report is executed
with security restrictions and cannot be edited,
28. Click on the "smith (personal)" node
29. Create a new report: only the "Products" report type is proposed and the report outputs and
schedules cannot be created.
A new user has been added to the domain:
 The user has the right to execute reports of type "Statistics",

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 The user has the right to execute and edit reports of type "Products",
 The user has the right to execute and edit reports in his "Personal" folder and to execute reports in
the "Published" folder.
 The user can get information only on the products of the categories "Beverages, Condiments,
Confections" (security restrictions are applied dynamically).
Continue to Create a cascade report for suppliers (master-detail consultation)

Create a cascade report for suppliers (master-


detail consultation)
Cascade reports are used to execute another report with a specific restriction values from a report
result.
Steps to create a cascade report are listed below:

First Step: Create a static report for Supplier details


1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Report Manager",
2. In the left tree view, expand the node "Tutorial". The "Domain Login" dialog box appears,
3. In the "User Name" box, type "su" and click "OK",
4. Select the node "Published",

5. Click on the "New Report" icon (top-left in the toolbar ), type "Ins",
6. In the "Report Name" box, type "Supplier Details" and click "Next",
7. In the Available Elements panel, expand the "Suppliers" node, then drag the "CompanyName,
ContactTitle, ContactName, Phone, Fax elements" and drop them in the Page container
of the Selected Elements panel,
8. In the Available Elements panel, expand the "Suppliers" node, then drag the "Address, City,
Country, Region, PostalCode" elements and drop them in the Row container of the Selected
Elements panel,
9. Click "SupplierID" in the Available Elements panel,
10. Check the "Prompt at Run-Time" box for "SupplierID" in the Restrictions panel,
11. Click ">". The Selected Restrictions panel contains the restriction "SupplierID=?",
12. Click "Next". The Report Options panel is displayed,
13. Check the "Hide table of contents" box,
14. Check the "Hide report restrictions" box,
15. Check the "Hide security restrictions" box,
16. Click "Execute". The "Enter Run-Time Restrictions" dialog box appears,
17. In the "SupplierID" box, type "10". Click "OK". Details of a supplier are then displayed,
18. Click "Close". The Report Editor dialog appears,
19. Click "Save". The report is saved in the repository.

Second Step: Update the Business Domain to cascade report


1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click
"Business Domain Manager",
2. On the "File" menu, click "Open" and browse to the "Tutorial.bdo" file then click "Open". The
"Domain Login" dialog box appears,
3. In the "User Name" box, type "su" and click "OK". The business domain is open,
4. In the left tree view, expand the nodes "Tutorial/Metadata/Databases/Database" of
"Tutorial/Tables/Suppliers/Elements" and select the node "Company Name". The element
detail appears in the right panel,
5. Select the "Format" tab then click "Cascade Report Wizard". The "Cascade Report Wizard"
dialog box appears,
6. Click "Browse". The "Open Report" dialog box appears,

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7. In the left tree view, expand the nodes "Tutorial/Published" and double click on "Supplier
Details" in the list,

Cascade Report Definition

8. Click "Next". The "Set report restrictions" panel appears,


9. In the list, select "Suppliers\SupplierID (Group0 Numeric)",
10. Click in the "SupplierID=" text box,
11. Right-click the "SupplierID=" text box and then select "Set Data Template Tag ->Element
Value". The "Select a report element" dialog box appears,
12. In the "Available Elements" list, select "Suppliers.SupplierID" and then click "OK",

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Cascade Report Restriction

13. Click "Next". The "Options" panel appears,


14. Click "Finish",

Cascade Report Options

15. On the "File" menu, click "Save" and save the "Tutorial.bdo" file on the disk,
16. Type "F6" to open the "Report Manager",
17. Select the node "Published",

18. Click on the "New Report" icon (top-left in the toolbar ), type "Ins",
19. In the "Report Name" box, type "Test Cascade" and click "Next",
20. In the Available Elements panel, expand the "Suppliers" node, then drag the "Company Name"
element and drop it in the Row container of the Selected Elements panel,
21. Click "Execute". The list of supplier's company names is displayed in the report,
22. Click on a company name in the list. The "Supplier Details" report is executed with the selected
restriction,
23. Click "Close" then "Save". Cascade report can be executed when the supplier company name
element is selected in a report.

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Continue to Publish reports on the Web.

Publish reports on the Web

If your computer has Internet Information Server installed:


1. On the "Start" menu, point to "Programs, Ariacom Business Reports" and then click "Web
Report Server Publisher",
2. Enter a user name having the rights described in the first text box,
3. Enter his password and confirm it,
4. Click "Publish", an information dialog box appears,
5. Click "OK" to test the "Web Report Server". A browser is launched at the
"http://localhost/breport/default.asp" address. The login page is displayed. Login with
the user "su" or "smith", browse and execute reports,

Web Report Server Publisher

In case of problems, please consult the Install Guide for more information.
Additional information can also be found at the Ariacom Business Reports Forum (Forum
General/Installation).

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