SG IR Design RPT Dash v93

Hyperion Education Services
Hyperion System 9 BI+ Interactive Reporting: Design Reports and Dashboards
Student Guide
Authors Jody Glover Technical Contributors Li Sheng Tirence McCoy Socs Cappas Jennifer Arreza Larry Johnson Shubhomoy Bhattacharya Mauricio Alvarado Philip Attea Graphic Designer Carisa Cannan Publisher Judy Gaitan
Copyright 2007 Hyperion Solutions Corporation. All rights reserved. Hyperion, the Hyperion H logo and Hyperions product names are trademarks of Hyperion. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only. No portion hereof may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, for any purpose other than the recipients personal use, without the express written permission of Hyperion. The information contained herein is subject to change without notice. Hyperion shall not be liable for errors contained herein or consequential damages in connection with furnishing, performance, or use hereof. Any Hyperion software described herein is licensed exclusively subject to the conditions set forth in the Hyperion license agreement. Use, duplication or disclosure by the U.S. Government is subject to restrictions set forth in the applicable Hyperion license agreement and as provided in DFARS 227.7202-1(a) and 227.7202-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (Oct 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14, as applicable.
Interactive Reporting: Design Reports and Dashboards Student Guide Course Code: 10188GC10
9.3
3/1/07
Table of Contents
Preface
Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi Course Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii Course Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii Student Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii Student Workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii Future Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Module 1: Getting Started Lesson 1: System 9 Overview

Hyperion Business Performance Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BPM Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . System 9 Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Applications+ Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BI+ Modules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Data Management Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Foundation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interactive Reporting Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Client Tier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Web Tier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Services Tier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 1-3 1-4 1-5 1-5 1-6 1-6 1-6 1-7 1-7 1-8 1-8
Lesson 2: Viewing Documents

Opening and Saving Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Opening Documents in Interactive Reporting Studio . . . . . . . . . . . . . . . . . . . . . . . 2-3 Opening Documents in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 System 9 Roles and Adaptive States. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7 Saving Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10 Synchronizing Content in System 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12 Navigating Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
Table of Contents Refreshing Data and Organizing Sections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Refreshing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Inserting, Duplicating, and Deleting Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . Hiding, Restoring, and Renaming Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-mailing and Printing Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Reports in Other Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exporting Report Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Importing Sections into Office Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Copying Reports to Other Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15 2-16 2-17 2-18 2-19 2-20 2-21 2-22 2-25
Module 2: Creating Queries and Reports Lesson 3: Querying Data Sources

Querying Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Query Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Query and Report Development Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Data Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 Connection Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7 Topics and Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8 Grain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10 Metatopics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-11 Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12 Master Data Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13 Requesting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14 Adding Items to Request Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15 Viewing Data Samples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16 Viewing Database Remarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17 Linking Query Sections to Master Data Models. . . . . . . . . . . . . . . . . . . . . . . . . . 3-18 Importing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20 Filtering Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22 Entering Filter Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23 Modifying Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-25 Querying Databases for Filter Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26 Querying Text Files for Filter Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-27 Adding Database or File Values to Custom Values Lists . . . . . . . . . . . . . . . . . . . 3-28 Sequencing Filter Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29 Creating Variable Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30 Customizing Variable Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-31 Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-32 Aggregating Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-33
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Aggregated Query Example. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Filtering Aggregated Request Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Controlling Query Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Estimating Query Sizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Row and Time Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ignoring Unused Topics in Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Ordering Query Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3-34 3-35 3-36 3-37 3-38 3-39 3-40
Lesson 4: Creating Table Reports

Results and Table Sections Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Results Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3 Table Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4 Populating Table Reports with Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5 Filtering Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7 Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9 Creating Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-11 Creating Grand Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12 Creating Break Totals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14 Creating Total Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15 Formatting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16 Formatting Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18 Adjusting Page Margins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19 Creating Page Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20 Setting Page Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Lesson 5: Creating Pivot Reports

Populating Pivot Reports with Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Creating Dimensions and Facts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3 Modifying Data Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4 Resizing Columns and Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5 Modifying Data Functions of Fact Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6 Setting Report Refresh Frequencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7 Adding Focus to Pivot Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8 Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9 Grouping Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10 Focusing On and Hiding Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-11 Spotlighting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12 Creating Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14
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Formatting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16 Drilling into Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18 Creating Chart Reports from Pivot Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20
Lesson 6: Creating Chart Reports

Populating Chart Reports with Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2 Inserting Chart Sections into Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2 Selecting Chart Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3 Adding Items to Data Layout Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9 Modifying Data Functions of Fact Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-11 Adding Focus to Chart Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12 Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13 Grouping Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14 Focusing On and Hiding Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15 Scaling Bar-Line Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16 Modifying Chart Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18 General Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19 Labels Axis Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20 Values Axis Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21 Bar and Bar-Line Chart Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-22 Chart Element Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23 Formatting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25 Drilling into Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-27 Creating Pivot Reports from Chart Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-28
Lesson 7: Creating Band-Style Reports

Populating Band-Style Reports with Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2 Adding Items to Data Layout Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3 Modifying Data Functions of Fact Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5 Adding Focus to Band-Style Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7 Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8 Focusing On and Hiding Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9 Spotlighting Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10 Displaying Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7-11 Modifying Report Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12 Number Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13 Font Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14 Alignment Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15
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Border and Background Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accessibility Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gridline Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Formatting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Graphics to Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Displaying Design Guides, Grids, and Rulers . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Shapes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Embedding Pivot and Chart Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Formatting Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Specifying Page Size, Margins, and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . Inserting Page Breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7-16 7-17 7-18 7-19 7-21 7-22 7-23 7-24 7-26 7-28 7-29 7-30 7-32 7-33
Lesson 8: Creating Computed Items

Computed Items Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2 Configuring Computed Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4 Computed Items Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5 Expression Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8 Creating Grouping Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10 Creating Computed Items with Strings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12 Creating Computed Items with Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14 Creating Computed Items with Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-16 Specifying Break Columns and Break Values . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-17 Displaying True Computed Item Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-18 Modifying Null Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-19 Filtering Computed Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21
Module 3: Creating Dashboards Lesson 9: Dashboards Overview

Dashboard Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dashboard Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dashboard Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dashboard Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Navigation Schemes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2 9-3 9-4 9-5 9-6 9-7
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Checkpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8 Quick Slices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9 Printing and Exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10 Links to Related Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9-11 Report Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12 Operating Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-21 Tooltips and Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-22
Lesson 10: Creating Dashboards with Dashboard Studio

Master Documents Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2 Importing Documents into Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3 Opening Dashboard Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4 Selecting Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5 Specifying Import Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7 Connecting Master Documents to Dashboard Studio . . . . . . . . . . . . . . . . . . . . . 10-9 Creating and Populating Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10 Renaming Report Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-11 Creating Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13 Adding Reports to Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-15 Associating Frames with Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-19 Configuring Navigation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-21 Configuring Filter Drop-down Lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-23 Creating Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-24 Selecting Filters for Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-25 Configuring Dashboard Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-26 Configuring Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-27 Saving Master Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-29
Lesson 11: Configuring Dashboard Options

Creating Quick Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-2 Configuring List Boxes and Drop-down Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-4 Configuring Command Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-6 Configuring Check Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-7 Configuring Text Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8 Configuring Option Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-9 Creating Quick Slices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-10 Creating Links to Related Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-12 Creating Wide Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-13
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Configuring Hidden Facts in Pivot Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-15 Configuring Sort Options for Pivot and Charts Reports . . . . . . . . . . . . . . . . . . . . . . .11-17 Creating Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-19 Setting Thresholds for Report Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-21
Lesson 12: Creating Dashboards with the WebDash Template

WebDash Template Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Importing Documents into the WebDash Template . . . . . . . . . . . . . . . . . . . . . . . . . . Build Dashboard Configuration Frame. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Local Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Populating Frames. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2 12-3 12-4 12-5 12-6 12-7 12-8
Appendix A: Selection Techniques Appendix B: Adding Components

Components Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2 Merging Components into Master Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . B-4 Configuring Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-6 Creating Chart Shade Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7 Merging the Chart Shade Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-8 Adding and Configuring Color and Hatch Buttons . . . . . . . . . . . . . . . . . . . . . . . . . B-9 Loading and Modifying Color Palettes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-11 Configuring the Chart Shade Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-13 Creating Dynamic Headings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-15 Merging the Format Header Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-16 Configuring the Format Header Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-17 Adding Dynamic Headings to Report Sections . . . . . . . . . . . . . . . . . . . . . . . . . . B-20 Creating Spotlighted Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-21 Process for Creating Spotlighted Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-22 Creating Summary Tables for Spotlighted Charts . . . . . . . . . . . . . . . . . . . . . . . . B-23 Creating Charts from Summary Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-25 Associating Spotlighted Charts with Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-26 Configuring Spotlight Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-27
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Displaying Graphic Gauges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Samples of Gauge Controls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Process for Displaying Graphic Gauges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Merging the Graphic Gauges Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Summary Tables for Graphic Gauges . . . . . . . . . . . . . . . . . . . . . . . . . . Creating Reports to Accompany Gauges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assigning Gauge Values to Data Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Gauges and Reports to Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting Gauge Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
B-29 B-30 B-31 B-32 B-33 B-34 B-35 B-36 B-38
Appendix C: Importing and Merging Documents in Dashboard Studio

Mass-Producing Master Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Example: Many To One . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Example: Many To Many . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Consolidating Dashboard Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Example: Two To One . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Example: Many To One . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-2 C-4 C-5 C-6 C-8 C-9
Glossary
Preface
Welcome to Interactive Reporting: Design Reports and Dashboards! Before you begin, please take a moment to review this section. The preface presents an overview of the following information: Course objectives Structure of the course Course materials used in the class Conventions used in the book Additional resources to enhance your learning Relevant follow-up courses that you might want to attend in the future
Course Objectives
After completing this course, you should be able to: Describe System 9 Query data sources Create tabular, cross-tabular, chart, and band-style reports Analyze report data Create simple dashboards
Preface
Course Structure
Interactive Reporting: Design Reports and Dashboards is a number-day, instructor-led training course consisting of lectures, demonstrations, and hands-on exercises. In this course, the instructor presents a topic conceptually by explaining its purpose, demonstrating how it works, and then guiding the students through the exercises. Demonstrations and hands-on exercises reinforce the concepts and skills introduced during lectures.
Course Materials
You use two books in classthe student guide and the student workbook. The instructor may also give you handouts.
Student Guide
The student guide is designed to be used by students and the instructor during lecture time. It has number modules: Module 1: Getting Started describes System 9 and how to view and manipulate Interactive Reporting documents. Module 2: Creating Queries and Reports describes how to create queries, reports (table, chart, pivot, and band-style), and simple computed items. Module 3: Creating Dashboards describes how to build simple dashboards with Dashboard Studio. Each module contains lessons. Each lesson begins with a list of objectives followed by the presentation of slides and accompanying text. The lesson ends with a summary of the topics covered in the lesson. A glossary provides definitions of terms used during the course.
Student Workbook
The student workbook has two sectionsexercises and exercise solutions. Exercises A critical part of the learning process is the challenge of completing real tasks associated with each lesson. Each exercise is an opportunity to apply your new knowledge. Exercise Solutions The exercise solutions present the detailed steps to successfully complete the exercises.
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Preface
Conventions
The following text conventions are used in this course book: Text to be typed, options to be selected, names of files and modules, and menu selections are displayed in bold type. Examples: - Select Clear Profile. - Click YES to clear the profile. When available, figures are used to identify an object or task. Example: Click Edit.
Keyboard shortcuts are displayed as follows: Ctrl+Enter Alerts are used to direct your attention to different types of information.
NOTE
A note provides related information, common mistakes, or cautions about the current topic.
TIP
A tip provides information that helps you work more efficiently.
Additional Resources
Use the following resources to enhance your learning: Interactive Reporting Studio: Users Guide (pdf) Interactive Reporting: Object Model and Dashboard Development Services Developers Guide (pdf) Dashboard Development Services: Components Reference Guide (pdf) Smart View for Office: Users Guide (pdf)
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Preface
Future Courses
The following flow chart presents relevant courses that can be taken after you complete this course.
Interactive Reporting: Design Advanced Reports
NOTE
Course names and learner paths may change. Visit www.hyperion.com/services/education_services for the latest information.
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M O D U L E
1
0
Getting Started
Overview
The aim of this module is to familiarize you with System 9 and teach you how to view and manipulate documents. Lessons in this module include: Lesson 1: System 9 Overview Lesson 2: Viewing Documents
L E S S O N
1
1
System 9 Overview
Objectives
At the end of this lesson, you should be able to: Describe the Hyperion enterprise BPM advantage Describe the BPM architecture Describe System 9 components Describe the Interactive Reporting architecture
Module 1 Getting Started Lesson 1 System 9 Overview
Hyperion Business Performance Management
Integrated Management Process
Start Anywhere Approach
Hyperion Business Performance Management

Hyperion Business Performance Management (BPM) is a modular suite of packaged applications, built on a common Business Intelligence (BI) platform, and covering the entire management cycle of goal setting, modeling, planning, monitoring, analysis, and reporting. By implementing Hyperions system, you are able to effectively link strategy to plans, monitor execution, and develop meaningful insights to support effective decision making, improved business performance, and compliance with corporate governance and regulatory requirements.
1-2
BPM Architecture
BPM Architecture
Hyperion System 9 is the first business performance management (BPM) system in the market. System 9 represents the convergence of disparate technologies and is a major milestone in the BPM category. System 9 provides an enterprise-class deployment foundation and a pervasive and personalized user experience. System 9 enables companies to understand the past, monitor the present, and plan for future performance across the enterprise.
1-3
System 9 Components
Applications+ Financial Management Planning Strategic Finance Performance Scorecard BI+ Interactive Reporting Enterprise Analytics Essbase Analytics Web Analysis Financial Reporting Production Reporting Enterprise Metrics Data Management Services Financial Data Quality Management Master Data Management Data Integration Management Foundation Services Shared Services BPM Architect
Workspace
System 9 Components
System 9 consists of four main components: Applications+, BI+, Data Management Services, and Foundation Services. Within each of these components are modules.
1-4
Applications+ Modules
Product Hyperion System 9 Financial Management Hyperion System 9 Planning Description For financial consolidation and reporting A highly scalable solution for financial consolidation, reporting, and analysis For planning, forecasting, and budgeting Enables organizations to centralize, forecast, and budget; align individual and department plans with company goals; and translate strategy into executable goals For planning, forecasting, and budgeting A financial modeling application for strategic planning and treasury and corporate development analysis For performance scorecarding and dashboarding A scorecard application to help companies monitor key performance indicators
Hyperion System 9 Strategic Finance Hyperion System 9 Performance Scorecard
BI+ Modules
Product Hyperion System 9 BI+ Interactive Reporting Hyperion System 9 BI+ Enterprise Analytics Hyperion System 9 BI+ Essbase Analytics Hyperion System 9 BI+ Web Analysis Description For relational querying and reporting Simple-to-use query and reporting tool with an intuitive and Webenabled dashboard interface and the ability to secure content based on different users For multidimensional analysis A real-time analytical engine with data scalability to support data analysis across the entire organization For multidimensional analysis A real-time enterprise analytic infrastructure to meet the data scalability for financial, spending, customer behavior, product profitability, and workforce analysis For multidimensional analysis and financial reporting Front-end analysis tool with an easy-to-use graphical interface that enables users to explore business data for growth and profit opportunities, uncover emerging problems, and test solutions before using them
1-5

Hyperion System 9 BI+ Financial Reporting Hyperion System 9 BI+ Production Reporting Hyperion System 9 BI+ Enterprise Metrics For financial reporting Produces highly formatted reports against multidimensional data sources to meet the unique requirements of a finance department For enterprise production reporting Generates and manages large-volume, presentation-quality reports and enables users to distribute reports to diverse audiences through the Web For performance metrics Enables enterprise-wide metrics analysis through a Web-based dashboard environment to provide business-critical performance indicators
Data Management Services

Hyperion System 9 Data Management Services is a family of products for managing financial and operational data, metadata, master data, and financial data quality associated with BPM deployments.
Foundation Services
Foundation Services provides these benefits to your organization: User provisioning Master data management Integrated data management for applications
Workspace
Workspace is the Web-based, common user interface for System 9. It enables you to access and interact with Hyperion-authored content by using BI+ tools as well as thirdparty documents, such as Microsoft Word and Excel files. You can switch between these Web modules in Workspace: Explore Applications Administer Impact Manager Schedule Open Items
1-6
Interactive Reporting Architecture
Browser and Workspace (Information consumers)
Browser and Interactive Reporting Web Client (Analysts)
Web server (Servlets)
Interactive Reporting Services and Foundation Services
Repository
Interactive Reporting Studio and Dashboard Development Services (Report developers and Power users)
Data Sources
Interactive Reporting Architecture

The architecture of the Interactive Reporting module consists of three tiers: Client tier Web tier Services tier
Client Tier
As a report developer, you develop Interactive Reporting documents by using Hyperion System 9 BI+ Interactive Reporting Studio. You install Interactive Reporting Studio on your computer, which is considered the client. The client enables you to connect to data sources, query data, and build reports. To connect to data sources, you usually require an application programming interface (API) to be installed on your computer.
1-7
Module 1 Getting Started Lesson 1 System 9 Overview You use the Hyperion System 9 BI+ Dashboard Development Services tools, which are Dashboard Studio and Dashboard Architect, to create dashboards in Interactive Reporting documents. Dashboard Studio enables you to create dashboards, and Dashboard Architect enables you to perform large customizations to dashboards. You install one or both of the tools on your computer, and they run on top of Interactive Reporting Studio. After you create Interactive Reporting documents, you publish them to Workspace so that end users can view and manipulate them on the Web. End users can open Interactive Reporting documents on the Web within their browsers, provided they are granted the appropriate roles and privileges in Workspace. More advanced end users may also have access to a robust plug-in called Interactive Reporting Web Client, which has most of the functionality of Interactive Reporting Studio.
Web Tier
Workspace consists of several Web servlets that generate HTML pages and present the interface to end users in their browsers. The Web servlets are installed on a Web server, which is usually located on a different server from the services, for performance reasons. When you access Workspace in a browser, you view the HTML pages of the Web servlets. Organizations often customize these pages to include company-specific logos and information. Often the Logon window is transparent to users and integrated into existing Web applications.
Services Tier
The services tier consists of Foundation Services and specific services that support Interactive Reporting. These services receive user requests through the Web server. When a user performs a request within Workspace, the Web servlets send the request to the services. The services then process the request by communicating with each other, the repository, and the data sources. When the back-end work is completed, the information is sent back to the users browser.
1-8
Summary
In this lesson, you should have learned to: Describe the Hyperion enterprise BPM advantage Describe the BPM architecture Describe System 9 components Describe the Interactive Reporting architecture
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L E S S O N
2
2
Viewing Documents
Objectives
At the end of this lesson, you should be able to: Open, navigate, and save documents Refresh data and organize sections E-mail and print documents View Interactive Reporting reports in other applications
Module 1 Getting Started Lesson 2 Viewing Documents
Opening and Saving Documents

Interactive Reporting documents:
Have *.bqy file extensions Are created with Interactive Reporting Studio Contain queries, reports, and dashboards Open in Interactive Reporting Studio and Workspace Are saved in Interactive Reporting Studio and Workspace
Two ways to control document functionality:

System 9 roles Adaptive states
Opening and Saving Documents

Interactive Reporting documents are similar to other application files in that you can open, manipulate, save, and close them.
2-2
Opening Documents in Interactive Reporting Studio
Select a document that was previously opened.
Click Browse to search for a document.
Opening Documents in Interactive Reporting Studio

In Interactive Reporting Studio, you can open documents that are stored on your local hard drive or on a file server.
Procedures Open documents after launching Interactive Reporting Studio Steps 1. Open Interactive Reporting Studio. 2. Perform an action: In the Recent Documents list, select a document, and click OK. Click Browse to browse to a directory, select a document, and click Open.
2-3

Procedures Open documents within Interactive Reporting Studio Close documents Steps 1. Select File > Open. 2. In the Open File dialog box, browse to a directory, select a document, and click Open. 1. Select File > Close. If the document was modified, you are prompted to save it. 2. Close the document: Click Yes to save it. Click No to close it without saving it.
2-4
Opening Documents in Workspace
Open in HTML or with the plug-in.
Opening Documents in Workspace

You can open and view Interactive Reporting documents stored in Workspace as long as the publishers of the documents grant you view access. In a browser window, you can manipulate documents in HTML format or with Interactive Reporting Web Client. To open documents in Workspace: 1. In the Address bar of a Web browser, type http://{server}/workspace. Server information should be in this format: servername:port; for example, stardust:10647. 2. In the Logon window, type your user name and password, and click Log On. When you are authenticated in the system, Workspace is displayed.
2-5
Module 1 Getting Started Lesson 2 Viewing Documents 3. On the toolbar, click Explore, and browse the folders. 4. In the content area, select an Interactive Reporting document, right-click, and select Open As. 5. Select an option: Select HTML to view the document in HTML format. Select Interactive Reporting Web Client to view the document with Interactive Reporting Web Client.
2-6
System 9 Roles and Adaptive States

System 9 roles:
Viewer Interactive Reporting Viewer Dynamic Viewer Analyst View Only View and Process Analyze Analyze and Process Query and Analyze Datamodel and Analyze
Adaptive states:
The functionality available to end users is based on the role or adaptive state that provides less functionality.
System 9 Roles and Adaptive States

As a report developer, you have full functionality in documents with Interactive Reporting Studio. However, when the documents are deployed on the Web to end users, full functionality is often not necessary. Two System 9 mechanisms provide a means to limit functionality: System 9 roles Adaptive states
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Module 1 Getting Started Lesson 2 Viewing Documents Roles Specific roles in System 9 grant end users either access to Interactive Reporting Web Client or zero-client functionality. These roles also define the default levels of functionality available to end users in Interactive Reporting documents. End users must have at least one role to manipulate documents. Otherwise, when they open a document in Workspace, they are prompted to save it.
Role Viewer Interactive Reporting Viewer Dynamic Viewer Functionality Available to End Users Review content in Workspace Install Interactive Reporting Web Client View and print sections in Interactive Reporting documents Install Interactive Reporting Web Client View and print sections in Interactive Reporting documents Process queries in Interactive Reporting documents Analyst Install Interactive Reporting Web Client View Web Analysis, Financial Reporting, Enterprise Metrics, and Interactive Reporting content Access full analytics and reporting functionality Edit queries, refresh data, and arrange data
Adaptive States When you import Interactive Reporting documents into System 9, you specify the end users adaptive state. The adaptive state defines the functionality that you want to make available.
Adaptive State View Only View and Process Analyze Functionality Granted to End Users View, navigate, print, and export sections Save documents locally View Only adaptive state privileges Process queries to refresh data View Only adaptive state privileges Analyze captured data offline Create additional reports offline (results must be saved with the documents) Analyze and Process Analyze adaptive state privileges Process queries to refresh data
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Adaptive State Query and Analyze Datamodel and Analyze Functionality Granted to End Users Analyze adaptive state privileges Create queries from prebuilt data models Analyze adaptive state privileges Create data models from a list of database tables Create queries and reports Modify queries and reports
Precedence For security purposes, the functionality available to end users is based on the role or adaptive state that provides less functionality. Examples: End users with Viewer roles can only view documents assigned the Datamodel and Analyze state, because the role has less functionality than the adaptive state. End users with Analyst roles can only view documents assigned the View Only state because the adaptive state has less functionality than the role.
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Saving Documents
Save documents to your computer or a file server
Similar to saving other application files; for example, Microsoft Excel files Content from all sections is saved.
Manipulate documents saved from Workspace:

Analyze data and create reports. Refresh data by reconnecting to Workspace and processing queries.
Select options for saving documents locally:

Save results Save in compressed format Password protect
Saving Documents
Options when saving documents locally: Save results with documents to perform off-line data analysis or report development. Save documents in compressed format. - This option results in smaller file sizes, which saves storage space and enables documents to be transmitted quickly. - Decompression occurs automatically when the documents are reopened. - You can configure Interactive Reporting Studio to save all documents in compressed file format.
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Module 1 Getting Started Lesson 2 Viewing Documents Password protect documents. Users must enter a password to open the documents.
Procedures Save documents locally to the computer Save documents in compressed format Configure all documents to save in compressed format Password protect documents
Steps 1. Select File > Save As. 2. Browse to a directory, enter a file name, select a file type, and click Save. Select File > Save Options > Compress Document. 1. Select Tools > Options > Program Options. 2. On the General tab, select Compress all documents and Create new documents compressed, and click OK. 1. Select File > Save Options > Password Protect Document. 2. Type a password, verify it, and click OK.
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Synchronizing Content in System 9

Synchronization process: 1. User opens the document in Workspace with Interactive Reporting Web Client and saves it to the computer. 2. Report developer imports a newer version of the document into Workspace. 3. User reopens the document in a browser and reconnects it to System 9. 4. User is prompted to update the document with the newer version.
Synchronizing Content in System 9

System 9 can automatically update documents that users save from the repository to their computers. Sections of the same name are replaced with newer copies from the repository. Sections that do not exist in the locally saved version are added. Sychronization works only when documents are created in System 9 and are opened with Interactive Reporting Web Client.
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Navigating Documents
Interface elements: Toolbars (Standard, Formatting, Section) Panes (Sections, Catalog, Content) Lines (Request, Sort, Filter, Expression) Bars (Section Title, Status) Sections (Query, OLAPQuery, Results, Table, Pivot, Chart, Report, Dashboard)
Navigating Documents
The interfaces for Interactive Reporting Studio and Interactive Reporting Web Client are similar so that report developers and users can work in both client-server and Web environments with minimal differences. These toolbars provide quick access to the features that you use most frequently:
Toolbar Standard Formatting Section Description Contains commands that are applicable in all sections. Provides text formatting, text styling, edit commands, and numeric formatting. You can also use this toolbar to rename items. Varies from one section to another. The Chart, Report, and Dashboard sections each display specific buttons.
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Module 1 Getting Started Lesson 2 Viewing Documents When creating Interactive Reporting documents, you can add these sections:
Section Query OLAPQuery Results Description Create queries against relational databases. Create queries against multidimensional databases; in a section, data is returned in a cross-tabular report style. Display the rows returned from a query built in a Query section; data is stored in a table format, from which you can sort, filter, compute and format data. Create tabular-style reports that are based on the rows of data stored in a Results section. Create cross-tabular style reports in which you can analyze data. Create bar, line, pie, area, ribbon, and bar-line charts. Create band-style reports, where multiple result sets are displayed in one report. Create dashboards that offer a push-button approach to querying and manipulating report data; you can use Dashboard Studio to help you create content in Dashboard sections.
Table Pivot Chart Report Dashboard
To view online help for Interactive Reporting Studio: 1. In Interactive Reporting Studio, select Help > Help. 2. Search the table of contents, search for a topic in the index, or search by word.
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Refreshing Data and Organizing Sections

How to keep reports current and organized: Refresh report data Add sections Duplicate sections Delete sections Hide sections Rename sections
Refreshing Data and Organizing Sections

You can perform these activities to keep your reports current and organized: Refresh report dataUpdate reports with the most current data. Add sectionsInsert sections into documents to create queries and reports. Duplicate sectionsMake copies of reports so that you can modify the copies and preserve the originals. Delete sectionsRemove unwanted reports to streamline documents. Hide sectionsHide sections, without deleting them, so that they are not displayed in the document. Rename sectionsRename sections to make them easier to identify.
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Refreshing Data
To refresh data, you process the queries. Processing options:
Process current query Process all queries Process selected queries Cancel processing queries
Refreshing Data
When queries are processed, data in corresponding Results sections is updated, and all reports derived from those Results sections are updated. The Status bar displays a dynamic row count. When you process queries, they are processed in the order in which they are displayed in the Section pane. You must connect the queries to their respective data sources by providing user names and passwords. If the database server must perform computations before sending the data across the network, you can cancel a query only if the connection software that you are using is asynchronous.
Procedures Process the current query Process all the queries Process selected queries Cancel processing queries Steps On the Standard toolbar, click Process. Select Query > Process > All. 1. Select Query > Process > Custom. 2. Select queries to process. Press Alt+End until the query is canceled.
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Inserting, Duplicating, and Deleting Sections

Inserting sections: Adding sections to documents Duplicating sections: Creating copies of sections Deleting sections: Removing sections from documents
Inserting, Duplicating, and Deleting Sections

When you create queries and reports, you begin by adding the appropriate sections to your documents. You can add sections to documents at any time. You can duplicate any section. Duplicate reports are not linked to the originals. Changes to duplicate reports have no effect on the originals, and vice versa. A duplicate report features the same section name as the original report, with the addition of the next sequential number. For example, if a Pivot section called Sales Analysis is duplicated, the duplicate section is labeled Sales Analysis 2. You can delete any section. A section deletion is final and cannot be undone. Deleting a Query or OLAPQuery section deletes all sections related to it.
Procedures Insert sections Duplicate sections Delete sections Steps Select Insert and select a section type. Select Edit > Duplicate Section. In the Section pane, select a report, right-click, and select Delete Section.
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Hiding, Restoring, and Renaming Sections

Benefits: Make documents easier to navigate. Provide names that reflect more specifically the types of analysis inherent in reports. Streamline the appearance of documents. Add levels of security by making sections inaccessible.
Hiding, Restoring, and Renaming Sections

Procedures Hide sections Restore hidden sections Rename sections Steps Select View > Hide Section. 1. Select View > Unhide Section. 2. Select one or more sections, and click OK. 1. In the Section pane, double-click a section. 2. Type a name, and click OK.
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E-mailing and Printing Documents
E-mailing and Printing Documents

You can attach documents to e-mails if a MAPI-compliant e-mail system, such as Microsoft Mail, is available. You can print any section in documents.
Procedures Send documents as e-mail attachments Steps 1. Select File > Send. 2. Select e-mail recipients. 3. Select Send Results to include Results data in the document. 4. Select Send Compressed to send the document in a compressed format. 5. Type a message. 6. Click Send it! 1. In the Section pane, select a section. 2. Select File > Print. 3. In the Print dialog box, select a printer, specify the print range and number of copies, and click OK.
Print sections
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Viewing Reports in Other Applications

Options for viewing Interactive Reporting content in other applications: Export report sections as common file formats. Import report sections into Microsoft Office applications by using the Smart View client. Copy report sections to the clipboard and paste them into other applications.
Viewing Reports in Other Applications

You can include Interactive Reporting content in other application files.
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Exporting Report Sections

You can export report sections as these common file formats: Microsoft Excel (*.xls) Lotus 1-2-3 WKS (*.wks) Text (tab delimited, *.txt; comma delimited, *.csv) HTML (*.htm) Adobe Acrobat (*.pdf) JPEG (*.jpg)
Exporting Report Sections

You can export report sections to make it easy to distribute data to other users, corporate intranets, or Web sites. To export sections in common file format: 1. Select File > Export > Section. The Export Section dialog box is displayed. 2. Select a destination directory for the export file, enter a file name for the section to be exported, and select a file format. 3. Click Save.
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Importing Sections into Microsoft Office Applications

You can import Interactive Reporting content into Microsoft Office applications by using the Smart View client. Imported Interactive Reporting content is section-specific. Both the source of the import and the destination of the data must be taken into consideration. When importing Interactive Reporting content, you can perform these activities:
Modify filter values. Import specific or all report pages. Split report pages across pages (Word), slides (PowerPoint), or worksheets (Excel).
You can refresh imported content in Word, PowerPoint, or Excel.

You can modify filter settings again, if needed. Formatting is imported into Microsoft Excel, although you can continue to format within Microsoft Excel, if needed.
Importing Sections into Office Applications

Hyperion System 9 Smart View for Office provides a common Microsoft Office interface for the following Hyperion products: Hyperion System 9 BI+ Analytic Services Financial Management Planning Financial Reporting Interactive Reporting Production Reporting (jobs and job outputs) Web Analysis
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Module 1 Getting Started Lesson 2 Viewing Documents Smart View import options:
Content Imported into Excel Data and formatting Data and formatting Data and formatting Data and formatting Image in HTML Data and formatting Content Imported into Word and PowerPoint Not available Image in HTML (first page only) Not available Image in HTML (single page only) Image in HTML Not available
Section Table or Results Chart Pivot Report Dashboard OLAPQuery
To import Interactive Repor ting content into Office applications: 1. Ensure that Smart View is installed on your computer. If not, while you are logged into System 9, select Tools > Install > Smart View. 2. Open an Office application, such as Word. 3. Select Hyperion > Connection Manager. The Connection Manager dialog box is displayed. 4. Select the connection to the System 9 repository and click Connect. The Connect to Data Source dialog box is displayed. 5. Enter your user name and password and click Connect. 6. Click Close. 7. Select Hyperion > BI+ Document > Import. The Import Workspace Document dialog box is displayed. 8. Browse to and select a section in a document and click OK. 9. Perform a task: If filters are set in the document, select Process and Preview, modify the filter settings, and click Next. If no filters are set, select Preview and click Next. 10. Preview the report based on the specified filter settings.
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Module 1 Getting Started Lesson 2 Viewing Documents 11. Optional: Perform one or more tasks: Select All Pages to indicate the pages that you want to import. Select Split pages across pages (slides, worksheets). 12. Click Finish. To refresh impor ted content: 1. Select the imported content in the Microsoft Office document. 2. Select Hyperion > Refresh. 3. Modify filter settings and previous settings, if needed. 4. Click Finish.
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Copying Reports to Other Applications

You can copy report sections to the clipboard and paste them into other application files. You cannot copy Report sections to the clipboard. If you copy Results, Table, or Pivot sections, the reports are copied as tab-delimited text, one row per line.
Copying Reports to Other Applications

To copy reports to other applications: 1. In the Section pane, select a report section. 2. Select Edit > Copy. 3. Select an area in the target application, and select Edit > Paste.
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Summary
In this lesson, you should have learned to: Open, navigate, and save documents Refresh data and organize sections E-mail and print documents View Interactive Reporting reports in other applications
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M O D U L E
2
2
Creating Queries and Reports
Overview
The aim of this module is to teach you how to create queries, build reports (table, pivot, chart, and band-style), and create simple computed items. Lessons in this module include: Lesson 3: Querying Data Sources Lesson 4: Creating Table Reports Lesson 5: Creating Pivot Reports Lesson 6: Creating Chart Reports Lesson 7: Creating Band-Style Reports Lesson 8: Creating Computed Items
L E S S O N
3
3
Querying Data Sources
Objectives
At the end of this lesson, you should be able to: Describe query options, processes, and terminology Request data for queries Filter data in queries Sort data in queries Aggregate data in queries Control query processing
Module 2 Creating Queries and Reports Lesson 3 Querying Data Sources
Querying Overview
Query options Query and report development process Data models Connection files Topics and items Grain Metatopics Metadata Master data models
Querying Overview
Before you begin to build queries, you should understand the query options available in Interactive Reporting Studio, the query and report development process, and key terms that are used in this course.
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Query Options
Query options in Interactive Reporting Studio: Create queries against relational databases (for example, Oracle). You can also query image data. Create queries against multidimensional databases (MDDs); for example, Essbase Analytics database Import data, OLAP content, and data files into Interactive Reporting documents Create queries against flat files through an ODBC data source; recommended over simply importing flat files because this method has more querying capabilities
Query Options
A query is a set of database instructions that returns an answer set to a specific question. When creating queries against relational databases, such as Microsoft SQL Server, Oracle, and IBM DB2, APIs are required on the client computer. Interactive Reporting Studio is the ideal Hyperion tool to query relational databases.
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Query and Report Development Process

Creating multidimensional queries (OLAPQuery sections)
1. 2. 3. 4. 5.
Creating relational queries and importing content (Query sections)
Fine-tuning data and creating additional data (Results sections)
Flattening data (OLAPResults sections)
Creating report data sets and filtering data (Table sections)
Creating table, cross-tab, chart, and band-style reports (Table, Pivot, Chart, Report sections)
Creating dashboards with Dashboard Studio (Dashboard sections)
Query and Report Development Process

The query and report development process includes five steps. Step 1: Creating Queries With Interactive Reporting Studio and Dashboard Studio, you can easily build queries, reports, and dashboards. You design queries in the Query and OLAPQuery sections. Interactive Reporting Studio converts your request into the languages understood by the relational and multidimensional databases and then sends the instructions to the databases. It is not necessary that you understand the code generated behind the scenes in order to extract data from the databases.
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Module 2 Creating Queries and Reports Lesson 3 Querying Data Sources Step 2: Fine-tuning Results Each row returned from a database in the Results section is an answer to your query. After you have data to work with locally in Interactive Reporting Studio, you can expand the results set, if necessary, by creating computed items. Step 3: Creating Report Data Sets You build Table sections with subsets of the Results data to gain better control of data displayed in reports linked to the Table sections. For example, for computed items created in Results sections, you can set filters on the corresponding items in Table sections. In comparison, you cannot set filters on all types of computed items in Results sections. Creating Table sections for this purpose does not increase the file size. Step 4: Creating Reports You add Report sections to the document based on the data in the Table sections. You can create table, pivot, chart, and band-style reports. When you create a query against a multidimensional database, both query and report are displayed in the OLAPQuery section. If needed, you can create OLAPResults sections based on the data in OLAPQuery sections and then build other report styles with the flattened data. Step 5: Creating Dashboards You create dashboard applications in documents by building dashboards. Dashboards enable you to display multiple reports in a single view. They also enable you to include controls so that users can manipulate the reports.
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Data Models
Sales data model
Data Models
A data model is a view of database information and represents a particular business activity. It is displayed in the content pane of a Query section and acts as a building block for queries. All relational queries start with a data model. You typically receive data models from someone who is familiar with the database schema.
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Connection Files
Query1
Sales data
Query2
Query3
Employee data
Query4
Connection Files
Connection files, also known as Open Catalog Extensions (OCEs), contain the information needed to connect Query sections to databases, including database software types, API software types, host names, database names, protocol types, and parameters. Connection file have *.oce file extensions. Each Query section must be associated with a connection file. With Interactive Reporting Studio, you can create connection files; however, they are usually created once by a data model developer (someone who is familiar with the underlying database and schemas) and then distributed to report developers. The connection icon on the Status bar indicates whether a Query section is connected to a database: or .
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Topics and Items
Topic name
Items
Topics and Items

In an Interactive Reporting document, a data model consists of one or more topics with items in the topics. Topics represent database tables. Items represent database columns. Topics that contain descriptive information, such as the Day Dimension topic in the slide example, are referred to as dimensions in a star schema. Topics that contain factual information, such as the Sales Fact topic in the slide example, are referred to as facts in a star schema. Topics often contain the word fact to indicate this kind of topic. If several topics are part of a data model, you may or may not see joins displayed as lines between the topics. Often they are hidden to keep the appearance of the data model simple. The purpose of the joins is to establish relationships between topics, so that you can request information from more than one topic at a time. Caution: Creating joins requires a good understanding of the underlying data. A person who is familiar with the database schema typically creates them.
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Module 2 Creating Queries and Reports Lesson 3 Querying Data Sources Data models may also have restrictions, such as a filter on the number of rows that queries against the data model can return. It is important for you to understand the data behind a data model and what was built into the model to make querying easier. The better you understand the data models, the more accurately you can interpret query results. Some topics may represent tables that contain binary large objects (BLOBs). BLOB topic items are populated with images (*.jpg, *.bmp, *.gif, and *.png).
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Grain
Sales model: Grain is daily for each store and product.
Grain
The grain of data is the level of detail at which measures are recorded. Every row of data in a fact topic is recorded at exactly the same level of detail. In the slide example, the topics contain data about product sales for various stores and regions from January 1, 2001, to December 31, 2002. Products include books, music, and videos. Sales tracking is performed on a daily basis. Therefore, the grain is daily for each store and product.
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Metatopics
Contains various items that are derived from topics in the Sales Model
Metatopics
A metatopic is a customized, virtual topic, that simplifies the view of the data model and makes the query building process easier and more efficient for end users. Metatopics can coexist in a data model with original topics, or they can make up the entire data model. A metatopic exists on a separate logical layer, apart from and above the original topics used to build it. Unlike database-generated topics, metatopics may not directly reflect actual database tables in a one-to-one relationship. The items available in a metatopic may come from multiple database tables, or they may be computed versions of database items.
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Metadata
Metadata
Metadata is stored in database tables and describes the history, content, and function of database tables, columns, and joins in understandable business terms. If the actual database tables and column names are too ambiguous for users, a data model developer can create data models that display alternative business names for topics and items, as defined in the metadata . To display metadata, the developer must specify metadata locations in the connection file. Most major databases contain information about the tables and columns, such as which columns are primary keys or foreign keys and which columns are indexed. You can specify formats for these special columns in Interactive Reporting Studio.
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Master Data Models
Master data model icon
Master Data Models

A master data model is a data model from which you can build multiple queries. In Query sections that use master data models, the text Locked Data Model is displayed in the content pane. By using master data models, you reduce the amount of query maintenance in documents. You or a data model developer updates the masters and all linked Query sections are updated. You must update masters in their DataModel sections, not within the linked Query sections.
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Requesting Data
When you request data, you often perform these tasks: Add items to Request lines View data samples View database remarks Link Query sections to master data models Import data
Requesting Data
In this topic, you learn how to request data from databases with Interactive Reporting Studio.
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Adding Items to Request Lines
Adding Items to Request Lines

To request database items for a query, you add items to the Request line in a Query section. The Request line is expandable and can wrap text to display multiple rows of Request items.
Procedure Add one item Simultaneously add multiple items from the same topic Tasks Drag a topic item to the Request line. Make contiguous or noncontiguous selections, rightclick, and select Add Selected Items. You cannot add items from different topics at the same time.
Add all items from the same topic at once Click a topic name, right-click, and select Add Selected Items. Reorder items Remove items from a query Remove all items in one step Drag items to new positions. Drag items to the content pane. Right-click Request and click Remove.
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Viewing Data Samples
Structure View
Detail View
Viewing Data Samples

To see a sample of data for a topic, change the topic from Structure View (default) to Detail View. For Detail View, Interactive Reporting Studio queries 10 rows of data by default; however, you can change this number. Detail View is not available for special items, such as metatopics and computed items. If a Query section uses a master data model, you cannot change the topics to Detail View in the Query section. You must access the section containing the actual master data model in order to change the topics to Detail View. To view data samples: 1. In the content pane, right-click the title bar of a topic, and select Detail View. 2. To return to Structure View, right-click the title bar of a topic in Detail View, and select Structure View.
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Viewing Database Remarks
Viewing Database Remarks

Database remarks are similar to context-sensitive help in that they display information about selected topics or items and can help you create queries. Remarks often include descriptive text, date last updated, and information about where the data originated. Connection files must be configured to display remarks. To view database remarks for topics or items: 1. In the content pane, right-click the topic title bar or a topic item, and select Show Remarks. If remarks are available, they are displayed in a tabbed interface. 2. Click OK to close the Show Remarks dialog box.
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Linking Query Sections to Master Data Models
Query1
Query2 Sales master data model Query3
Query4 Employee master data model
Linking Query Sections to Master Data Models

You can add as many Query sections to an Interactive Reporting document as you need. Building several small queries instead of one large query is a much more manageable task, and it is easier to understand the results. Each Query section can have a unique data model, if required. When you insert a Query section into a document, you either link the section to a master data model (if one exists in the document) or create a data model. If you are not a data model developer, you most likely will need to link. Alternatively, you can start with documents that contain data models in Query sections.
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Module 2 Creating Queries and Reports Lesson 3 Querying Data Sources To link Quer y sections to master data models: 1. Select Insert > New Query. If a master data model exists in the Interactive Reporting document, a dialog box is displayed asking if you want to link the new query to a master data model. 2. Click Yes to link the Query section to a master data model. The Insert Query dialog box is displayed. 3. From the drop-down list, select a master data model, and click OK.
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Importing Data
Importing Data
If the data you need is in a file and not a database, you can use the import feature to query the file. When you import data, a Table section is created and populated with the file content. The first row in the import file is displayed as the column titles. You can import data from these file formats: Microsoft Excel (*.xls) Comma-delimited text (*.csv) Tab-delimited text (*.txt)
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Module 2 Creating Queries and Reports Lesson 3 Querying Data Sources In Interactive Reporting Web Client, you can import Production Reporting content (XML output), Financial Reporting snapshots, and Web Analysis content into a document. The data is imported as a flattened result set. This option enables you to combine relational and multidimensional data in documents. You refresh the OLAP data through an Interactive Reporting job or from within the document in Workspace.
Procedures Import data files Refresh data from import files Steps 1. Select File > Import Data > From File. 2. Browse to a file, select it, and click Open. In the Table section, click Process.
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Filtering Data
When you filter data in queries, you often perform these tasks: Specify filter values Query databases or text files for possible filter values Create Custom Values lists for filters Sequence filter operations Create variable filters
Set filters before processing queries!
Filtering Data
When creating queries, you need to set filters to control the amount of data you retrieve from databases. You set filters in the Filter dialog box. You can filter an item as many times as necessary; duplicate filter items are numbered sequentially.
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Entering Filter Values
Edit text box
Filter dialog box
Entering Filter Values

When filtering an item, first determine if the item contains a large number of unique filter values. If it does, you should enter values, rather than query for them. As you enter values, you generate a Custom Values list, which is stored with the document. Be precise when entering values because in most cases, an exact match is required (spelling, capitalization, format, and so on). To enter filter values: 1. On the Section title bar in the Query section, click Filters to display the Filter line. 2. Drag a topic item to the Filter line. 3. Optional: In the Name text box, enter a new name for the Filter item. 4. From the drop-down list, select a comparison operator.
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Module 2 Creating Queries and Reports Lesson 3 Querying Data Sources 5. Select options to further define the query: Select Include Nulls to include null values. Select Not to reverse the effect of the operator. 6. In the Edit text box, enter values separated by commas. 7. Click the green check mark button to add the values in the Edit text box to the Custom Values list. If you do not click the green check mark button, the values in the Edit text box are automatically added to the Custom Values list when you close the Filter dialog box. 8. Select one or more values, depending on the comparison operator that you selected in step 4. For example, when using =, select as many values as needed. When using between, select two values. When using >=, select only one value. 9. Click OK. The filter is set, and the item is added to the Filter line.
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Modifying Filters
Select different filter values Add or remove filter values Ignore filters Remove filters
Modifying Filters
You can modify, ignore, and delete filters.
Procedures Modify filters Steps 1. On the Filter line in a Query section, double-click a filter item. 2. Modify the settings, and click OK. Suspend filters without deleting them Remove filters 1. On the Filter line in a Query section, double-click a filter item. 2. Click Ignore. On the Filter line in a Query section, select a filter item, rightclick, and select Remove.
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Querying Databases for Filter Values
Querying Databases for Filter Values

In the Filter dialog box, you can query the database for unique values for an item. Avoid querying for values when there is a large number of records for an item and each record is a unique value; for example, time of sale values. Querying for filter values ensures that you set filters accurately, but the query to retrieve filter values may take a long time. If you do not create a Custom Values list, the database is queried again automatically and transparently the next time you open the filter item. To quer y databases for filter values: In a Filter dialog box, click Show Values.
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Querying Text Files for Filter Values
Querying Text Files for Filter Values

In the Filter dialog box, you can select a text file (*.txt) to query for filter values. Text file values must be separated by carriage returns, not by tabs or commas. The text file is queried again automatically and transparently the next time you open the filter item; therefore, keep the text file in the same physical location. To quer y text files for filter values: 1. In a Filter dialog box, click Advanced. 2. In the Loaded Values Settings group box, select Load From File. 3. Browse to a directory, select a text file, and click Open. 4. Click Show Values to display the values in the text file.
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Adding Database or File Values to Custom Values Lists
1 2 3
Adding Database or File Values to Custom Values Lists

If database or text file filter values rarely change, you can transfer them to the Custom Values list to avoid querying for values each time you reopen the Filter item. To add database or text file filter values to Custom Values lists: 1. In the Filter dialog box, query for filter values from the database or text file. 2. Perform a task: Click Select All. Select the filter values that you want to include in the Custom Values list. 3. Click Transfer. The database or text file values are added to the Custom Values list.
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Sequencing Filter Operations
Between March 1st and 31st, 2005
Between January 1st and 31st, 2005
For this example, you must use OR, not AND, between Full Date and Full Date2 in order to return any results.
Sequencing Filter Operations

By default, filters are evaluated from left to right on the Filter line. In a Query section, you can customize this sequence by modifying the Boolean operators between filters and adding parentheses: AND: Retrieves data that satisfies both conditions OR: Retrieves data that satisfies either of two conditions Parentheses: Creates suboperations that are evaluated first To sequence filter operations in a quer y: 1. Define two or more filters. 2. Click the arrow button on the left side of the Filter line to display the Filter line control buttons. 3. Between filter items, click the operator to change from AND to OR and vica versa. 4. Select two filter items and click the parentheses button to create a suboperation. Interactive Reporting: Design Reports and Dashboards 3-29
Creating Variable Filters
Creating Variable Filters

To make queries more flexible, you can configure filters to prompt for value selection during query processing. These types of filters are referred to as variable filters. Variable filters eliminate the need to create multiple queries that have the same filters, but with different values selected. Variable filters are displayed with a V beside them and are numbered V(1), (2), V(3), and so on. The numbers indicate the prompt order when you process the query. To create a variable filter: On the Filter line, select a filter item, right-click, and select Variable Filter.
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Customizing Variable Filters
Customizing Variable Filters

You can hide interface elements of variable filters to streamline the appearance and make the prompt user-friendly. For example, you may want to hide the Show Values button if it is not practical to query for database values. To customize variable filters: 1. On the Filter line in a Query section, select a variable filter item, right-click, and select Customize Filter. 2. Select interface elements to be displayed in the variable filter, enter a title and a prompt, and click OK.
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Sorting Data
In this example, the query instructs the database to sort Year (ascending), City (ascending) within Year, Store Type (ascending) within City, and Amount Sales (descending) within Store Type.
Sorting Data
When you configure the Sort line in a Query section, you instruct the database to sort the results before returning them to the document. No data is returned until the database gathers all data that meets the request. The database sorts items on the Sort line from left to right. To sor t data in a quer y: 1. On the Section title bar in a Query section, click Sort to view the Sort line. 2. Drag the items to sort from the Request line to the Sort line. 3. Double-click a Sort item to toggle ascending and descending sort orders.
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Aggregating Data
Aggregate queries by applying data functions to Request items. Example data functions:
Sum Average Minimum Maximum Count Count Distinct
Supported data functions vary from one database to the next.
Aggregating Data
You can aggregate queries to view summarized data. Aggregating queries reduces the result sets and thus can provide insightful summaries of the business. The database computes aggregate values when queries are processed. To aggregate a Request item: 1. In a Query section, right-click a Request item, and select Data Functions. 2. Select a data function.
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Aggregated Query Example
Query returns
Aggregated Query Example

In the slide example, Amount Sales has the Sum data function applied to it; therefore, the sales values are summed for each country. The countries are automatically sorted alphabetically in the results set.
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Filtering Aggregated Request Items
The line separates filters applied to nonaggregated and aggregated (computed) Request items.
Filtering Aggregated Request Items

Filtering aggregated Request items enables you to filter summarized values. You cannot make these types of filter items variable; you also cannot sequence them. AND, OR, and () are not available to filter items on the right side of the Filter line. To filter aggregated Request items in Quer y sections: 1. Drag an aggregated Request item to the Filter line. 2. Define the filter, and click OK.
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Controlling Query Processing

Use these techniques to control query processing: Estimate query sizes Set row and time restrictions Ignore unused topics in queries Order query processing
Controlling Query Processing

In this topic, you learn various techniques for controlling query processing.
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Estimating Query Sizes
Estimating Query Sizes

The Estimate Query Size menu command queries the database for the number of records that a query retrieves. Use this feature to test queries and to postpone processing huge results sets during peak network periods.
NOTE
The Query Size command is not available when the Custom SQL window is open.
To estimate quer y sizes: 1. Select Query > Estimate Query Size. 2. Select variable filters, if applicable. The count is displayed in the Query Count dialog box.
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Setting Row and Time Restrictions
Minimum value is 1. Enter seconds as decimal values.
Setting Row and Time Restrictions

You can set temporary restrictions on a query to return a specific number of rows, process for a specific number of minutes and then stop, and return only unique rows. Do this when the database is very large, you are unfamiliar with the data, the query takes a long time to process, or the query returns more data than is manageable.
NOTE
Time limits work for asynchronous database connections and are canceled at the earliest opportunity for nonasynchronous connections.
To set row and time restrictions: 1. In a Query section, select Query > Query Options. 2. Select processing options, enter the number of rows or minutes, and click OK.
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Ignoring Unused Topics in Queries
Click for Icon View
Icon View
Ignoring Unused Topics in Queries

Change topics that are not used in your query into Icon View so that they are excluded in the query statement. Request items are removed when the topic from which they originated is changed to Icon View. When Icon View is not available or needed: The data model developer disabled Icon View for a topic. The topic is needed to join other topics that are used in the query. The data model developer set the data model to automatically and transparently include only the necessary topics in queries. To ignore unused topics in queries: 1. On the topic title bar, click the down arrow. 2. To return a topic to Structure View, double-click its icon. Interactive Reporting: Design Reports and Dashboards 3-39
Ordering Query Processing
Ordering Query Processing

You may not require certain queries to be processed all the time. Also, some types of advanced queries may require a particular processing order; for example, queries that use Local Results. In these cases, you can set the query processing order and specify which queries are to be processed during a Process All action. Because processing specifications are saved with the document, you do not need to continually define custom processing. To set the quer y processing order: 1. Select Tools > Process Query > Processing Order. 2. Double-click an item to add or remove it from the processing list. 3. Click the up arrow and down arrow buttons to arrange the queries in the preferred processing order, and click OK.
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Summary
In this lesson, you should have learned to: Describe query options, processes, and terminology Request data for queries Filter data in queries Sort data in queries Aggregate data in queries Control query processing
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L E S S O N
4
4
Creating Table Reports
Objectives
At the end of this lesson, you should be able to: Describe Results and Table sections Populate table reports with data Filter data in table reports Sort data in table reports Create totals in table reports Format data in table reports Format pages in table reports
Module 2 Creating Queries and Reports Lesson 4 Creating Table Reports
Results and Table Sections Overview
After you process a query, data is displayed in a Results section.
Results and Table Sections Overview

You work with the data in Results and Table sections to create the complete data set that you want to use in your reports. The Results and Table sections are identical in functionality and appearance.
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Results Sections
The primary purpose of Results sections is to act as holding tanks for query data. In Results sections, you perform two primary tasks:
Validate data: Ensure that queries return the correct amount of data and that the data itself is correct Create additional report data: Create grouping columns, date groups, and computed items
Results Sections
Table, Pivot, and Chart sections are based on the results set of a single query. In order for you to be able to create reports, data must be available in a Results section. Save query results with the document to create reports and analyze data offline. Although a query may access several database tables, the data is consolidated into a single table in a Results section: One column for each requested item One row for each database record
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Table Sections
Table sections have two purposes: Enable you to create tabular-style reports Hold subsets of Results data from which you can build pivot, chart, and band-style reports
Table Sections
Create table reports in Table sections versus Results sections because: You can set filters on any item in a Table section, including a computed item that you created in the underlying Results section. You have better control over the data that is displayed in your reports; you might not want to apply the same filter in all reports.
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Populating Table Reports with Data
Populating Table Reports with Data

When you populate Table sections, you add Request items to the Data Layout pane. Add only the items that you need in your reports. Items that you do not add cannot be displayed in reports that are built from that Table section. Data is presented at the same level of granularity as the Results section.
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Module 2 Creating Queries and Reports Lesson 4 Creating Table Reports You can hide a Table item that you need for a computed item but that you do not want to display in the table report. You can display hidden Table items in pivot, chart, and bandstyle reports.
Procedures Populate Table sections with data Steps 1. Select the Results section from which the Table section retrieves data. 2. Select Insert > New Table. 3. From the Catalog pane, drag items to the Data Layout pane. Reorder columns in Table or Results sections Remove a column from Results or Table sections Hide a column in Results or Table sections In the content pane, drag columns to the left or right. Select a column, right-click, and select Remove Column. Select a column, right-click, and select Hide Column.
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Filtering Data
Filtering Data
You can set filters on data in both Results and Table sections. These filters are referred to as local filters because Interactive Reporting Studio is filtering and not the database. Set local filters to view temporary and hypothetical situations with the data. Local filters hide data, not delete it. You can ignore or delete local filters to redisplay filtered data. The Show Values option in the Filter dialog box queries the column for distinct values. The Status bar displays the row count (for example, 54 of 100 rows).
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Module 2 Creating Queries and Reports Lesson 4 Creating Table Reports You can set one filter per item. You cannot filter some types of computed items in Results sections. Therefore, always try to set filters in Table sections so that you have the greatest flexibility in the reports and dashboards.
Procedures Create local filters Steps 1. In the content pane, double-click a column. 2. In the Edit text box, enter values separated by commas. 3. Click the green check mark button to create a Custom Values list. 4. Click OK. Remove local filters Remove all local filters On the Filter line, select an item, right-click, and select Remove. On the Filter line, right-click the word Filter, and select Remove.
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Sorting Data
Sort data locally in Table and Results sections. Select sort options on the Standard toolbar or on the Sort line. On the Section title bar, click Sort to display the Sort line.
Sorting Data
You can sort column data in ascending or descending order. Sorting data by using the Sort line: The order in which items are displayed on the Sort line is determined by the order in which you select items in the content pane. Sort items are sorted from left to right (nested). You can reorder and remove items as needed. Sorting data by using the Standard toolbar buttons: Each time you use the sort buttons, a new sort sequence is created on the Sort line. The buttons enable you to quickly sort data.
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Procedures Sort items by using the Standard toolbar buttons Sort items by using the Sort line Modify the sequence of sort items Toggle the sort order of sort items Remove items on the Sort line
Steps 1. In the content pane, select items. 2. On the Standard toolbar, click the Sort Ascending or Sort Descending button. From the Catalog pane, drag items to the Sort line. On the Sort line, drag items to new positions, and click Sort Now. On the Sort line, double-click a sort item, and click Sort Now. On the Sort line, select an item, right-click, and select Remove.
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Creating Totals
Creating Totals
In table reports, you can create grand totals and break totals as well as customize their labels.
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Creating Grand Totals
Creating Grand Totals

Grand totals summarize columns and are displayed at the bottom of table reports. You can create grand totals for multiple items on separate rows or on the same row. Columns are summed by default; however, you can select a different data function if needed. You define grand totals in the Insert Grand Total dialog box.
Procedures Display grand totals for multiple columns on the same row Steps 1. Select a column, right-click, and select Grand Total. 2. Select a data function. 3. Select one or more columns, and click OK. Display grand totals on separate rows for columns 1. In the content pane, select a column. 2. On the Standard toolbar, click the Grand Total button.
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Procedures Remove totals Remove all grand totals Steps Click in the left margin to highlight a grand total (or break total) row, right-click, and select Remove Row. 1. Select a column, right-click, and select Grand Total. 2. In the Insert Grand Total dialog box, click Remove All, and click OK. Modify the data function applied to totals 1. Double-click a total. 2. From the drop-down list in the Modify Total Function dialog box, select a data function, and click OK.
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Creating Break Totals
Creating Break Totals

Break totals summarize groups of data within columns. For break totals, you need to define break items and select data functions in the Insert Break Total dialog box. Break items usually contain text values. For example, to create break totals for each state in the report, select State Province as the break column. You should sort break items before creating break totals.
Procedures Create break totals Steps 1. Select any a column in a table, right-click, and select Break Total. 2. Select a break column and data function. 3. From the Add break total to drop-down list, select one or more columns in which to display break totals. 4. Click OK. Modify default labels for break totals 1. Double-click a break total row label. 2. Modify the text in quotation marks, and click OK.
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Creating Total Labels
The Round function is applied to the total to round the value to two decimal places.
Creating Total Labels

You can create total labels within a total cell or to non-total cells on the same row. You define total labels with JavaScript in the Custom Function dialog box.
Procedures Add text to non-total cells Steps 1. Double-click a non-total cell on the total-cell row. 2. Enter text in double quotation marks (for example, Total), and click OK. 3. Click OK. Create labels inside total cells 1. Double-click a total. 2. From the drop-down list, select Other. 3. Enter text in quotation marks before or after the total function; for example, total. Concatenate text and functions with a plus sign (+). 4. Apply additional functions to the total if needed. 5. Click OK twice.
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Formatting Data
Resize columns Resize rows Modify fonts Modify numbers, dates, and time formats Justify data Display or hide column titles Wrap column text Modify table borders Modify table fills Format grid lines Display row numbers Suppress duplicate column values Modify column text colors
Formatting Data
Procedures Resize columns manually Autosize columns Resize rows manually Steps Drag the right margin of a column. Double-click a column margin. 1. Click in a left row margin. 2. Position the cursor on the bottom of the row. 3. Drag the margin up or down. Autosize rows Modify fonts 1. Click a row. 2. Select Format > Row > Standard Height. 1. Click a column. 2. Select Format > Font. 3. Select a font type, style, size, color, and effect, and click OK.
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Procedures Modify numbers by using the Formatting toolbar Modify numbers, dates, and time formats Justify data Display row numbers Format grid lines Display or hide column titles Wrap column text Modify table borders Modify table fills Steps 1. Click a column. 2. On the Formatting toolbar, select numeric formats. 1. Click a column. 2. Select Format > Number. 3. From the Category list, select a format, and click OK. 1. Click a column. 2. On the Formatting toolbar, click a justification button. Select Format > Row Numbers. 1. Select Format > Grid Lines. 2. Select properties for horizontal and vertical grid lines, and click OK. Select Format > Column Titles. 1. Click a column. 2. Select Format > Text Wrap. 1. Select Format > Border and Background. 2. Select properties for the border, and click OK. 1. Click a column. 2. Select Format > Border and Background. 3. Select background properties, and click OK. Modify column text colors Suppress duplicate column values 1. Click a column. 2. On the Formatting toolbar, select a text color. 1. Sort the data in the Table or Results section. 2. Click a column, right-click, and select Suppress Duplicates.
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Formatting Pages
In Results and Table sections, you can perform these tasks: Adjust page margins Create headers and footers Set starting page numbers
Formatting Pages
In all sections, except the Report section, you format pages in Print Preview mode. Pages, by default, are Portrait orientation. To enable or disable Print Preview mode: Select File > Print Preview.
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Adjusting Page Margins
Adjusting Page Margins

To adjust page margins: 1. With the report in Print Preview mode, position the cursor over one of the dotted lines that represents a page margin. The cursor becomes a two-directional arrow. 2. Drag the dotted line to the new position. The page is refreshed with the new margins.
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Creating Page Headers and Footers
Enter text here
Date Time
File name Page number
Page total Query filters
Creating Page Headers and Footers

Page headers and footers enable you to provide additional information in reports. You can create multiple headers and footers that include text, dates, times, page numbers and counts, file names, and query filter values.
Procedures Create page headers or footers Steps 1. Select Insert > Page Header (or Page Footer) 2. Enter text and click buttons. 3. Click OK. Edit page headers or footers Justify text in page headers or footers 1. In Print Preview, double-click a page header or footer. 2. Edit the content, and click OK. 1. In Print Preview, select a page header or footer. 2. On the Formatting toolbar, click a justification button.
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Setting Page Numbers
Setting Page Numbers

The feature is useful when you are combining multiple reports into a single volume. To set star ting page numbers: 1. Select Print Preview > Start Page Number. The Print Options dialog box is displayed. 2. Enter a starting page number, and click OK. The first page in the report is set to the number entered in the text box.
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Summary
In this lesson, you should have learned to: Describe Results and Table sections Populate table reports with data Filter data in table reports Sort data in table reports Create totals in table reports Format data in table reports Format pages in table reports
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L E S S O N
5
5
Creating Pivot Reports
Objectives
At the end of this lesson, you should be able to: Populate pivot reports with data Add focus to pivot reports by sorting, grouping, focusing on, hiding, and spotlighting data Create totals in pivot reports Format data in pivot reports Drill into data in pivot report Create chart reports from pivot reports
Module 2 Creating Queries and Reports Lesson 5 Creating Pivot Reports
Populating Pivot Reports with Data

When you populate pivot reports, you perform these tasks: Create dimensions (rows and columns) and facts (measurements) Modify data layouts Resize report items Modify data functions applied to fact items Set report refresh frequencies
Populating Pivot Reports with Data

You use the Pivot section to create cross-tabular style reports called pivot reports. A pivot report overlays a dynamic cube, which allows data to be rearranged and recombined for ad hoc, interactive, and multidimensional analysis.
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Creating Dimensions and Facts

Column label Column dimension Handle Fact column heading
Row dimension Row label Handle
Data Layout pane
Creating Dimensions and Facts

In pivot reports, facts are summed, by default and dimensions (rows and columns) contain labels. Dimension labels are usually textual. Dimensions have handles that you can pivot to the top or side of reports to rearrange the data. When you add items to the Data Layout pane, the report is automatically generated. The Data Layout pane is divided into three panes: Rows Labels, Column Labels, and Facts. You can add multiple items to any pane. Items are hierarchically ordered in the sequence in which they are displayed in the Data Layout pane. To create dimensions and facts: 1. Select Insert > New Pivot. 2. On the Section title bar, click Data Layout to display the Data Layout pane. 3. From the Catalog pane, drag items to the Row Labels, Column Labels, and Facts panes. The report is automatically generated. Interactive Reporting: Design Reports and Dashboards 5-3
Modifying Data Layouts

Reorder fact items Pivot dimensions (change a row dimension to a column dimension and vice versa) Remove report items
Modifying Data Layouts

When you drag dimensions to new locations, pivot reports are automatically recalculated. In the Data Layout pane, you cannot drag row or column labels directly to the Facts pane and vice versa. You add items to the Facts pane directly from the Catalog pane.
Procedures Reorder fact items Pivot dimensions Remove items Steps In a report, click a fact column heading and drag it to a new position. Drag the dimension handle to a new location. In the Data Layout pane, right-click an item, and select Remove.
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Resizing Columns and Rows

When you populate the Data Layout pane, the data may be cut off in the report due to standard column and row sizing. Resizing options:
Manually resize Auto-size Resize to standard width or height
Resizing Columns and Rows

Procedures Resize columns or rows manually Auto-size columns or rows Resize columns or rows to a standard size Steps In the report, drag the column or row margin to the left or right. In the report, double-click a column or row margin. 1. In the report, select a label. 2. Select Format > Auto-Size Width(Height).
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Modifying Data Functions of Fact Items

Data functions: Sum Average Count Count distinct Maximum Minimum % of column % of row % of grand Non-null average Null count Non-null count

By default, items added to the Facts pane are summed in the report. You can modify the data function applied to any fact item. You can use the same item multiple times as a fact in a pivot report with each column having a different data function applied to it. To modify data functions applied to fact items: 1. In a pivot report, select a fact item. 2. Right-click, select Data Function, and select a data function.
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Setting Report Refresh Frequencies

You can set one of these refresh frequencies for each pivot and chart report:
(Default) The report is updated when the query is processed. This option can significantly slow processing time if the Interactive Reporting document has numerous report sections to be updated in this manner. The report is updated only when the Pivot or Chart section is selected (displayed). The report is refreshed only when this option is selected.
After Process
When Section Displayed Manually
Setting Report Refresh Frequencies

When a query is processed, pivot reports and charts are populated with data according to their report refresh frequencies. For better performance, select a separate refresh option for each Pivot and Chart section. Refresh options are set on a per-section basis. For documents that contain several reports (for example, 10), set the refresh frequency for each report to When Section Displayed for optimal performance. To set the refresh frequency for pivot or char t repor ts: 1. Select Pivot (or Chart) > Refresh Data. 2. Select a refresh option.
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Adding Focus to Pivot Reports

You can bring specific data into focus in pivot reports by performing these tasks: Sorting data according to your business needs Grouping data that you want to view as one Focusing on specific data Hiding data that is not part of your analysis Spotlighting important data
Adding Focus to Pivot Reports

This topic covers various techniques that you can use to draw attention to and emphasize statistics in pivot reports.
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Sorting Data
Dimensions
Facts
Data functions
Region labels are sorted based on Revenue Actual values, which are sorted in descending order using the Sum data function.
Sorting Data
You can sort dimension labels alphanumercially by using the sort buttons on the Stardard toolbar or the Sort line. The Sort line also enables you to sort dimension labels based on facts.
Procedures Steps
Sort labels alphabetically by 1. In the report, select a label. using the Stardard toolbar 2. On the Standard toolbar, click the Sort Ascending or the Sort Descending button.
Sort labels by using the Sort line
1. On the Section title bar, click Sort to display the Sort line. 2. From the first drop-down list on the Sort line, select a dimension. 3. From the second drop-down list, select a label or a fact. 4. If needed, from the third drop-down list, select a data function. 5. On the Sort line, click the Sort Ascending or Sort Descending button.
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Grouping Data
The Q1 and Q2 labels are grouped and the group is named Q1 and Q2.
Grouping Data
You can merge dimension labels by using the Group feature. When labels are grouped, the data associated with the labels is combined.
Procedures Steps
Group labels Ungroup labels Rename groups
Select labels, and click Group on the Standard toolbar. Select a group label, and click Group on the Standard toolbar. Double-click a group label, enter a new name for the group, and click OK.
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Focusing On and Hiding Data

You can emphasize or exclude data by using the Focus On and Hide features Focus On: Hides all but the selected labels Hide: Hides selected labels in a report

The focus on and hide features are useful when you are interested in a particular area of the report and want to remove data that is less significant or distracting.
Procedures Steps
Focus on or hide data Show hidden labels in a single dimension Show all hidden labels from multiple dimensions
Select one or more labels in a dimension, right-click, and select Focus on Items or Hide Items. In the Data Layout pane, select an item, right-click, and select Show Hidden Item. Select a report label, right-click, and select Show All Items.
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Spotlighting Data
Spotlighting Data
The Spotlighter enables you to format important values in pivot reports. You can apply multiple spotlight conditions to the same data. The Spotlighter is available in Results, Table, Pivot, and Report sections.
Procedures Steps
Display or hide the Spotlighter Create spotlight conditions
Select Format > Spotlighter. 1. In the report, select a fact column. 2. In the Spotlighter, select a comparison operator, enter a value, select formats, and click the green check mark button.
Modify spotlight conditions
1. In the report, select a fact column. 2. In the Spotlighter, double-click a condition, select new formats, and click the green check mark button.
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Copy spotlight conditions 1. In the report, select a fact column. 2. In the Spotlighter, select conditions, and click Capture. 3. In the report, select a target fact column. 4. In the Spotlighter, click Apply. Remove spotlight conditions 1. In the pivot report, select a fact column. 2. In the Spotlighter, select a condition. 3. Press Delete.
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Creating Totals
Total column
Subtotal row
Grand total row
Creating Totals
You can calculate totals for dimensions in pivot reports. When inner dimensions are totaled, subtotals are created for each label value in the outer dimensions. You can modify the data function applied to a total to display other calculations, such as averages. For averages, you may want to enable Use Surface Values so that the average values correspond to the values displayed in the columns or rows. If you do not enable it, the average values are calculated using the underlying data in the corresponding Results or Table section.
Procedures Steps
Display a total
1. Select a dimension handle. 2. On the Standard toolbar, click Grand Total.
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Modify a total data function Delete a total Use surface values 1. Press Alt, and select a Total label. 2. Right-click, select Data Function, and select a data function. Select a Total label, and press Delete. Select Pivot > Use Surface Values.
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Formatting Data
Modify fonts Modify numbers, dates, and time formats Justify data Display border lines Change data label positions Display corner labels Format columns or rows Rename labels Add color Format null values
Formatting Data
Procedures Steps
Apply fonts
1. Select a report element. 2. Select Format > Font. 3. Select a font type, style, size, color, and effect, and click OK.
Apply common number formats Apply number, date, and time formats
1. Select a numeric label or fact. 2. On the Formatting toolbar, select a numeric formatting option. 1. Select a numeric label or fact. 2. Select Format > Number. 3. Select a number format, and click OK.
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Procedures Steps
Justify data
1. Select a report element. 2. On the Formatting toolbar, click Justify Left, Justify Center, or Justify Right.
Display border lines
1. Select a report element. 2. Select Format > Borders. 3. Select a border option, and click OK.
Change data label positions Display corner labels Format entire columns or rows Rename labels Add color Format null values
Select Format > Data Labels > None, Column, or Row. Select Format > Corner Labels > None, Column, Row, or Both. Press Alt, select a label, and apply a format. 1. Double-click a label. 2. Enter a name, and click OK. 1. Select a report element 2. On the Formatting toolbar, select line, fill, and text colors. 1. Select Tools > Options > Default Formats. 2. From the Null drop-down list on the Numbers tab, select {blank}, N/A, NULL, or Null.
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Drilling into Data

Drill options: Select drill path items Drill anywhere Drill to Detail
Drilling into Data

You can drill into data to add additional information to the pivot reports. Drill options include: Drill paths: You select drill items on the shortcut menu that are predefined by data model developers. Drill anywhere: You drill into items that are not in the report, but are available in the underlying results. Drill to detail: You drill back to the database to add data that is not part of the underlying results. The query processed to add the detail you need.
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Module 2 Creating Queries and Reports Lesson 5 Creating Pivot Reports When you drill into an item, a drill bit is displayed next to that item in the Data Layout pane.
Procedures Steps
Select drill paths Drill anywhere Drill up Drill to detail
Select labels from the same dimension, right-click, and select a drill path item. Select labels from the same dimension, right-click, select Drill Anywhere, and select an item. In the Data Layout pane, right-click an item, and select Drill Up. 1. Select labels from the same dimension, right-click, and select Drill Anywhere > Drill to Detail. 2. Click OK. 3. Select items, and click OK.
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Creating Chart Reports from Pivot Reports
Chart This Pivot
Creating Chart Reports from Pivot Reports

You can quickly create a chart report from a pivot report by using the Chart This Pivot feature. To create char ts from pivot repor ts: Select Insert > Chart This Pivot. The chart section is automatically displayed.
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Summary
In this lesson, you should have learned to: Populate pivot reports with data Add focus to pivot reports by sorting, grouping, focusing on, hiding, and spotlighting data Create totals in pivot reports Format data in pivot reports Drill into data in pivot report Create chart reports from pivot reports
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L E S S O N
6
6
Creating Chart Reports
Objectives
At the end of this lesson, you should be able to: Populate chart reports with data Add focus to chart reports Modify chart properties Format data in chart reports Drill into data in chart reports Create pivot reports from chart reports
Module 2 Creating Queries and Reports Lesson 6 Creating Chart Reports
Populating Chart Reports with Data

When you populate chart reports with data, you perform these tasks: Insert Chart sections into documents Select chart types Add items to Data Layout panes Modify data functions of fact items, if necessary
Populating Chart Reports with Data

Chart reports are fully interactive, three-dimensional views of data. Use charts to convert raw data into eloquent visual information that delivers immediate impact.
Inserting Chart Sections into Documents

With a varied selection of chart types and a complete arsenal of OLAP tools like grouping and drilling, the Chart section is built to support simultaneous graphic reporting and ad hoc analysis. You can change the look and architecture of a chart by simply clicking a button: Add, move, stack, cluster, repaint, focus on, and drill into chart objects to gain customized views of the data. Apply new colors and rearrange axes to view data from a completely different perspective. To inser t Char t sections into documents: Select Insert > New Chart. 6-2 Interactive Reporting: Design Reports and Dashboards
Selecting Chart Types

Bar Stack bar Cluster bar Pie Area Stack area Line Ribbon Bar-Line Scatter Bubble
Selecting Chart Types

To select char t types: Select Format > Chart Type, and select a chart type.
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Bar Charts
Bar Charts You can create these types of bar charts: BarBar charts are useful for comparing groups of data. You can display bar charts vertically or horizontally, in two or three dimensions. Vertical bar charts are the default. Stacked BarBy stacking fact values in a chart and assigning a different color to each value, you can visually emphasize a sum of several indicators. You can display stacked bars vertically or horizontally. Vertical Cluster BarCluster bar charts are useful for making complex visual comparisons. By clustering items and assigning a different color to each cluster, you can effectively display contrasts among comparable items.
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Pie Charts
Pie Charts You create pie charts to show groups of data in proportion to the whole data set. The entire pie represents all data, and each slice represents a different group within the whole.
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Area Charts
Area Charts You can create these types of area charts: AreaArea charts are line charts with the area under the line filled in. Stacked AreaYou can stack area charts in the same manner as bar charts to create stacked area charts. RibbonRibbon charts are line charts with a three-dimensional line style.
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Line Charts
Line Charts You can create these types of line charts: LineLine charts are effective for expressing highs and lows comparatively in a continuum. Bar-LineBar-line charts are useful for comparing and contrasting multiple, differently scaled fact items in a single chart.
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Scatter and Bubble Charts
Scatter and Bubble Charts Scatter charts enable you to compare pairs of facts (numeric values), such as sales prices versus retail prices or employee absences versus production error counts. These types of comparisons can help you spot relationships or areas of unexpectedly high deviations from a pattern. Bubble charts extend the concept of scatter plots by adding weight to the points.
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Adding Items to Data Layout Panes
Data Layout pane

The Data Layout pane in Chart sections consists of three panes: X Axis: Add nonquantifiable items to this pane. Fact(Stack): Add quantifiable items to this pane Depth: Add nonquantifiable items to this pane Items in the Fact(Stack) pane generate graphical elements, such as bars, pie slices, lines, and so on. Items in the X Axis and Depth panes generate axis labels. The pane names vary according to the chart type selected.
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Module 2 Creating Queries and Reports Lesson 6 Creating Chart Reports You can add multiple items to a pane. X Axis and Depth items are hierarchically ordered in the sequence in which they are displayed in the Data Layout panes.
Procedures Steps
Add items Remove items Set the legend
From the Catalog pane, drag items to the Data Layout pane. In the Data Layout pane, select an item, right-click, and select Remove. On the Section toolbar, select Legend on X, Legend on Y, or Legend on Z.
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Items added to Fact panes are automatically summed based on X Axis and Depth items. You can modify data functions applied to fact items. You can use the same item multiple times as a fact item and apply different data functions. To modify data functions applied to Fact items: Select a chart element (bar, line, area, or pie slice), right-click, select Data Function, and select a data function.
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Adding Focus to Chart Reports

You can bring specific data into focus in chart reports by performing these tasks: Sorting data Grouping data Focusing on data Hiding data Scaling chart axes
Adding Focus to Chart Reports

These features are similar to the features in the Pivot section.
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Sorting Data
Sort line
Sorting Data
Use the Sort line to sort labels based on aggregate values, in ascending or descending order. By default, axis labels are sorted alphanumerically. The sort order of pie charts is the 3 oclock position, counterclockwise. To sor t chart labels by using the Sor t line: 1. On the Section title bar, click Sort to display the Sort line. 2. From the first drop-down list, select a label. 3. From the second drop-down list, perform an action: Select Label to sort the labels alphabetically. Select a fact item to sort the labels based on the fact item values in the chart. 4. From the third drop-down list, select a data function. 5. Click Sort Ascending or Sort Descending. Interactive Reporting: Design Reports and Dashboards 6-13
Grouping Data
Grouping Data
You can merge chart data by grouping chart labels. Group label are initially displayed with an asterisk (*). You can rename group labels.
Procedures Steps
Group data Ungroup data Rename group labels
Select chart labels from the same axis, right-click, and select Group Items. Select a group label, right-click, and select Ungroup Items. Double-click a group label, enter a new name for the group, and click OK.
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You can restrict charts to display particular labels by focusing on and hiding data.
Procedures Steps
Focus on or hide chart labels Display hidden chart labels for an item in the Data Layout pane Display all hidden chart labels
Select one or more chart elements or labels, right-click, and select Focus on Items or Hide Items. In the Data Layout pane, select an item that has hidden labels, right-click, and select Show Hidden Items. Click the content pane, right-click, and select Show All Items.
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Scaling Bar-Line Charts

Default settings: Values for bars are presented on the left axis Values for the line are presented on the right axis
Scaling Bar-Line Charts

Bar-line charts often need two fact axes to compensate for the different scales of the line values and the bar values. The first fact item in the Data Layout pane is charted as bars and is scaled on the left axis of the chart. The second fact is charted as a line and is scaled on the right axis. X Axis items itemize the bars and line markers. Guidelines: You can display the default scale for the bars and the line. You can display the same scale for the bars and line on either the left or right axis. You can set a specific scale for the bars and a specific scale for the line.
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Procedures
Steps
Display the same scale for the bars and line Set the scale for the bars and line
In the fact pane, double-click the item representing the bars to display a right-axis scale or double-click the item representing the line to display a left-axis scale. 1. Double-click outside the chart. 2. On the Values tab in the Properties dialog box, set the scale values for the axes, and click OK.
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Modifying Chart Properties

You can modify these properties in chart reports: General properties Label axes properties Value axes properties Bar and bar-line chart properties Chart element properties
Modifying Chart Properties

To modify proper ties: 1. Double-click outside the chart to open the Properties dialog box. 2. Configure options on the tabs. 3. Click OK.
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General Properties
General Properties
On the General tab, you can perform these tasks: Select display options for various chart elements, such as titles, legends, and borders Select sizing, scaling, and color options Specify planes to show Specify the chart rotation
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Labels Axis Properties
Labels Axis Properties

On the Labels Axis tab, you can perform these tasks: Select label, tickmark, and scrolling options for labels on each axis Show drill paths in labels Enable time aware charting and set the time range. The time aware chart option spaces out chart items according to their actual times. This provides a truer picture of the trends over time, which is especially true for line charts. For example, if the underlying results contained the dates Jan 1, Feb 1, May 1, and June 1, a time aware chart plots these values and leaves space for March and April.
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Values Axis Properties
Values Axis Properties

On the Values Axis tab, you can perform these tasks: Select display options for the labels, tickmarks, and values Set the left axis and right axis scales
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Bar and Bar-Line Chart Properties
Bar and Bar-Line Chart Properties

On the Bar Chart tab, you can perform these tasks: Select to display bar and line values Select options to cluster or stack bars Select options to position line points
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Chart Element Properties
Chart Element Properties

For bars, lines, areas, slices, ribbons, bubbles, and markers, you can modify these properties: Specify patterns (color, width, style, size, and so on) Specify axes to plot values Hide data labels and values Place labels (top, middle, or bottom)
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Procedures
Steps
Modify chart element properties Close bar gaps Pull out pie slices
1. Select a chart element, right-click, and select Properties. 2. Modify properties, and click OK. Select any bar, right-click, and select Show Bar Gap. Select a pie slice, right-click, and select Pull Out Slice.
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Formatting Data
Move objects Justify axis values Rotate charts
Resize objects
Modify number formats
Insert text
Resize charts
Modify fonts
Display or hide axis grid lines
Modify chart colors
Fit charts to screens
Formatting Data
Procedures Steps
Move objects (text box, legend, or axis label) Resize objects Resize charts
In the content pane, drag an object to another position. In the content pane, select an object, place the cursor over a graphic resize handle, and drag the handle. Report areas: In the content pane, click outside the chart, and drag a graphic resize handle. Chart objects: Click just outside the top of the chart, and drag the graphic resize handle.
Modify chart colors
In the content pane, select an object, and select a line or fill color on the Formatting toolbar.
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Procedures Steps
Justify axis values Modify number formats Modify fonts Fit charts to screens
In the content pane, select an axis value, right-click, and select an option. In the content pane, select an axis value, and select a number format on the Formatting toolbar. In the content pane, select an axis value or label, and select a format on the Formatting toolbar. On the Section toolbar, click the Fit to Screen button. Use this feature when the chart dimensions are smaller or larger than the content pane, and you want to maintain relative proportions between the chart and the pane.
Rotate charts
Pie charts: In the content pane, right-click, select Rotate, and drag the rotation icon in the lower-left corner. All other charts: In the content pane, position the cursor over the right corner of the background pane, and drag the rotation icon.
Insert text
1. In the Content pane, select the area surrounding the chart, right-click, and select Insert Text. 2. In the Set Inserted Text dialog box, type text and click OK. In the content pane, select a grid line in the chart, right-click, and select Show X Axis Grid Lines or Show Y Axis Grid Lines.
Display or hide axis grid lines
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Drilling into Data
The drilldown path is displayed in the label.
Drilling into Data

The Chart section has the same drill capabilities as the Pivot section, including Drill Anywhere, Drill Up, Drill to Detail, and Predefined Drill Paths. The options are also performed in a similar manner.
Procedures Steps
Drill into data
Select one or more chart elements, right-click, select Drill Anywhere, and select a drill item. If drill paths are defined, double-click a chart element. In the Data Layout pane, select an item that follows one with a drill bit icon, right-click, and select Drill Up.
Drill up
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Creating Pivot Reports from Chart Reports
Creating Pivot Reports from Chart Reports

You can instantly create pivot reports from charts by using the Pivot This Chart feature. To create pivot repor ts from char ts: 1. Create a chart. 2. Select Insert > Pivot This Chart. A pivot report is automatically created.
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Summary
In this lesson, you should have learned to: Populate chart reports with data Add focus to chart reports Modify chart properties Format data in chart reports Drill into data in chart reports Create pivot reports from chart reports
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L E S S O N
7
7
Creating Band-Style Reports
Objectives
At the end of this lesson, you should be able to: Populate band-style report with data Add focus to band-style reports Display totals in band-style reports Modify report properties Format data in band-style reports Add graphics and reports to band-style reports Format pages in band-style reports
Module 2 Creating Queries and Reports Lesson 7 Creating Band-Style Reports
Populating Band-Style Reports with Data
Populating Band-Style Reports with Data

You can create band-style reports in the Report section. Reports consist of elements such as tables, report group headers, and graphics. They can also contain pivot, chart, and table reports. With a free-form structure, you can easily lay out reports to exact pixel specification. The Report section has flexible page sizing and a matrix, including a page view, to provide an accurate representation of the report layout. Extensive drawing tools are available, and you can incorporate background images. To inser t band-style repor ts into documents: Select Insert > New Report.
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In the Report sections, you create reports by adding items to the Data Layout pane. The Data Layout pane contains three panes: Report Groups: This pane contains descriptive data items with which you use to create groups. The report generates a table for each report group value. Table Dimensions: This pane contains descriptive data items that are displayed in the report body tables and categorized by report groups. Table Facts: This pane contains measurable data items that are displayed in the report body tables and categorized by table dimension labels.
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Module 2 Creating Queries and Reports Lesson 7 Creating Band-Style Reports Procedures for adding items to Data Layout panes in Report sections:
Procedures Steps
Display Data Layout panes Add items to Data Layout panes Reorganize items in the Data Layout pane Remove items
On the Section title bar in a Report section, click Groups and Table. From the Catalog pane, drag an item to the appropriate pane in the Data Layout pane. In the Data Layout pane, drag an item to a new position within the same pane. You cannot drag an item from one pane to another. In the Data Layout pane, select a report group, table dimension, or table fact, right-click, and select Remove.
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Minimum data function is applied.
Percent of Category data function is applied.

Table facts are automatically summarized in a report based on the table dimensions and report groups; however, you can aggregate the data differently by changing the data function. You can add a quantifiable item to the Table Facts pane more than once. On the Expression line, you can view item definitions and modify table column names. For the Minimum Units column in the example report, Interactive Reporting Studio calculates the column values by evaluating the smallest Unit Sales values in the related Table or Results section for each dimension label. For the Percent of Category column, Interactive Reporting Studio calculates the percentage of sales value that each store contributes to the total.
Procedures Steps
Modify data functions applied to table facts
In the report, select a table fact, right-click, select Data Function, and select a data function.
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Procedures Steps
Display the Expression line Modify table column names
On the Section title bar, click Expression. 1. In the report, select a column name. 2. On the Expression line, replace the text in quotation marks with new text, and click the green check mark button.
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Adding Focus to Band-Style Reports

You can add focus to band-style reports by performing these tasks: Sorting data Focusing on specific data Hiding unwanted data Spotlighting important values
Adding Focus to Band-Style Reports

This topic discusses techniques that help you add focus to band-style reports.
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Sorting Data
Sort alphanumerically
Sort based on formulas
Sorting Data
You can sort report group labels and table columns alphanumerically or based on formulas. The Sort line enables you to create nested sort sequences.
Procedures Steps
Display the Sort line Sort items alphanumerically
On the Section title bar, click Sort. 1. Click a report group label, table column, or formula to display its handles. 2. Drag the item to the Sort line. 1. Click a report item. 2. On the Sort line, double-click the item. 1. Click a report item. 2. On the Sort line, rearrange items.
Toggle sort orders between ascending and descending order Modify nested sort sequences
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Procedures Steps
Focus on report group labels Hide a report group labels Display hidden report group labels
Select a report group label, right-click, and select Focus On Item. Select a report group label, right-click, and select Hide Item. Select a report group label, right-click, and select Show Hidden Items.
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Spotlighting Values
Values that exceed $6,000,000 in the Amount Sales column are spotlighted in bold red.
Spotlighting Values
The Spotlighter in the Report section is used to highlight values in report tables and fields. Its functionality is the same as it is in the Pivot section. To spotlight values in Repor t sections: 1. Select Format > Spotlighter to display the Spotlighter. 2. Select a column or field in the report. 3. In the Spotlighter, perform these tasks: Select an operator. Enter a value. Select a format for the spotlighted values. Click the green check mark button. The column or field values that meet the Spotlighter criteria are formatted. 7-10 Interactive Reporting: Design Reports and Dashboards
Displaying Totals
Amount Sales is dragged from the Catalog pane to the Region report group header to display the total Amount Sales for each region.
Displaying Totals
In Report sections, totals are generated automatically for table facts; however, you can display totals in report group headers as well.
Procedures Steps
Add totals to report group headers Hide column totals
From the Catalog pane, drag a numeric item to a report group header. In the report, select a column, right-click, and select Show Column Total.
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Modifying Report Properties

Report group properties:
Number Font Alignment Border and background Accessibility
Table properties:
Border and background Accessibility Gridlines
Column properties:
Number Font Alignment
Modifying Report Properties

To modify the proper ties of repor t group labels, tables, or columns: 1. Double-click a report group label, the outline of a table, or a column. The Properties dialog box is displayed. 2. Modify the properties, and click OK.
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Number Properties
Number Properties
On the Number tab, you can select an available number format for a specific locale or you can create a custom format.
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Font Properties
Font Properties
On the Font tab, you can select a font type, style, size, and effect.
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Alignment Properties
Alignment Properties
On the Alignment tab, you can specify how you want to align, rotate, and wrap text.
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Border and Background Properties
Border and Background Properties

On the Border and Background tab, you can select color, width, and style options for borders as well as color and pattern options for backgrounds. To modify column border and background proper ties: 1. Select a column in a report. 2. Select Format > Border and Background. The Properties dialog box is displayed. 3. Modify the border and background properties, and click OK.
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Accessibility Properties
Accessibility Properties
The text that you enter on the Accessibility tab is read to users when the object is encountered on the Web. You can also choose to have Interactive Reporting Studio generate the text automatically.
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Gridline Properties
Gridline Properties
You can specify colors, widths, and styles for horizontal and vertical gridlines in tables. To modify table gridline proper ties: 1. Select a table column. 2. Select Format > Grid Lines. The Properties dialog box is displayed. 3. Modify the gridline properties, and click OK.
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Formatting Data
Apply number formats to report elements Resize table columns Resize table rows Resize report group headers Display or hide column titles Repeat report group headers Move objects Suppress duplicate column values
Formatting Data
Procedures Steps
Apply number formats to report elements (report groups, table dimensions, table facts, and so on) Resize table columns
Select a report element, right-click, and select Number. In the Properties dialog box, select a format, and click OK.
Auto-sizing: Select a column, position the cursor over the column margin, and double-click. Manually sizing: Select a column, and drag the margin to the left or right.
Resize table rows
1. Select the left side of the first column to highlight the row. 2. Position the cursor over the bottom row margin. 3. Drag the margin up or down.
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Procedures Steps
Resize report group headers
1. Select a report group header (do not select an object inside the header). 2. Position the cursor over the row margin. 3. Double-click to auto-size the header or drag the margin up or down.
Display or hide column titles Repeat report group headers if content spans multiple pages Move objects
Select a column, right-click, and select Show Column Titles. Select a report group header (do not select an object in the report group header), right-click, and select Repeat Header. 1. Position the cursor over an object (for example, a table or pivot report). 2. When the cursor changes to a 4-directional arrow, select the object, and drag it to another location.
Suppress duplicate column values
In a report, select a column, right-click, and select Suppress Duplicates.
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Adding Graphics to Reports

Display design guides, grids, and rulers to help you position report items Add shapes, text, and pictures Display queried graphics Embed pivot and chart reports
Adding Graphics to Reports

This topic discusses techniques for adding graphics to reports.
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Displaying Design Guides, Grids, and Rulers
Grids (small dots are displayed over the entire report) Design guides (blue lines)
Rulers (inches, pixels, or centimeters)
Displaying Design Guides, Grids, and Rulers

In the Report section, you can use design guides, grid lines, and rulers to position objects in the report. Design guides are lines that span the entire width and length of the page. They position multiple objects horizontally or vertically. Grid lines and rulers position graphics to exact locations on the page.
Procedures Steps
Display and move design guides Display grid lines Display rulers
1. Select Report > Design Guides to display the blue design guides. 2. Drag the vertical or horizontal design guide to a new position. Select Report > Grid. 1. Select Report > Rulers. 2. Click in, px, or cm to change the unit of measurement.
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Adding Shapes
Adding Shapes
Adding shapes, such as lines, rectangles, and ovals, to reports enable you to make report headers, footers, and bodies look more interesting and easier to read. You can fine tune shapes by modifying their border, background, and accessibility properties.
Procedures Steps
Add shapes Resize shapes Modify shape properties
From the Graphics folder in the Catalog pane, drag a shape to a report area. Select a shape, and drag its handles to resize it. 1. Double-click a shape to display the Properties dialog box. 2. On the Border and Background and Accessibility tabs, modify settings, and click OK.
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Adding Text
Adding Text
You can add text to provide additional information in reports and identify report elements. Text objects have properties that you can modify, including font, alignment, border, background, and accessibility.
Procedures Steps
Add text
1. From the Graphics folder in the Catalog pane, drag the Text Label object to an area in the report. 2. Select TextLabel in the report. 3. Enter text.
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Procedures Steps
Modify text label properties
1. Select a text label to display the container handles. 2. Right-click, and select Properties. 3. On the Font, Alignment, Border and Background, and Accessibility tabs, select options, and click OK.
Append text to report group labels
1. Select a report group label. 2. On the Section title bar, click Expression to display the Expression line. 3. On the Expression line, enter text in quotation marks before or after the equation, type a plus sign (+) to concatenate the text, and click the green check mark button.
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Adding Pictures
Tile effect
Adding Pictures
Adding pictures is another way you can make reports more visually interesting. You can display pictures in the forground or background with effects (stretch, clip, or tile). To customize pictures, you can modify the alignment, picture, border, background, and accessibility properties.
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Module 2 Creating Queries and Reports Lesson 7 Creating Band-Style Reports Picture formats must be *.bmp, *.gif, *.jpeg, *.jpg, and *.png. If you queried image files, you can include them in band-style reports and only band-style reports.
Procedures Steps
Add foreground pictures
1. From the Graphics folder in the Catalog pane, drag the Picture object to an area in the report. 2. Browse to select a picture, and click Open. 1. Select a report group header or report body, right-click, and select Properties. 2. In the Picture group box on the Picture tab, select the option to browse for a picture, and click Browse. 3. Select a graphic image for the background picture, and click Open. 4. Select a percent scale for the height and width of the picture. 5. Select a picture effect (None, Stretch, Clip, or Tile). 6. Click OK.
Add background pictures
Modify picture properties
1. In the Content pane, double-click a picture. 2. On the Alignment, Picture, Border and Background, and Accessibility tabs, modify options, and click OK.
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Embedding Pivot and Chart Reports
The embedded chart shows sales values only for North America because the last report group label before the report body is North America.
Embedding Pivot and Chart Reports

One of the most powerful features of the Report section is your ability to combine pivot reports and charts in a single report. Pivots and charts are inserted into report group headers and bodies intelligently, meaning that they reflect only the relevant data for the report group level in which they are inserted. This type of report is referred to as a smart report. To embed pivot reports or char ts into band-style repor ts: From a Query folder in the Catalog pane, drag a pivot report or chart to a report group header or body.
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Formatting Pages
You can format band-style report pages for printing: Specify page size, margins, and columns Insert page breaks Add headers and footers
Formatting Pages
This topic discusses techniques for formatting pages.
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Specifying Page Size, Margins, and Columns
Specifying Page Size, Margins, and Columns

You configure page size, margins, and column settings in the Report Page Setup dialog box. The measurement scale (pixels, inches, or centimeters) is the same as the ruler measurement.
Procedures Steps
Specify page sizes
1. Select Report > Report Setup. 2. On the Page Size tab, select Use Printer Dimensions or specify a page height and width, and click OK.
Specify margin sizes
1. Select Report > Report Setup. 2. On the Margins tab, specify top, bottom, left, and right margin sizes, and click OK.
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Procedures Steps
Specify the number of columns per page
1. Select Report > Report Setup. 2. On the Columns tab, select the number of columns per page, enter a column width and a spacing size (for between columns), and click OK. 1. Select Report > Page Margins to display the top, bottom, left, and right margins in the report. 2. Drag a margin to a new location in the report.
Modify page margins
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Inserting Page Breaks

You can insert page breaks before or after a report body or report group label. Select to keep specific report group labels together on the same page as well as keep specific objects within a body.
Keep Together feature Keep With Next feature
Inserting Page Breaks

Procedures Steps
Insert page breaks Remove page breaks Display objects on the same page Display report group labels on the same page as the next report group label
Select a report group header, right-click, and select Page Break Before or Page Break After. Select a report group header, right-click, and select Page Break After or Page Break Before. Select objects, right-click, and select Keep Together. Select a report group label, right-click, and select Keep With Next.
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Adding Headers and Footers

You can add these report elements:
Page headers and footers to every page A report header to the first page A report footer to the last page
It is useful to display section boundaries to make it easy to identify the different areas in the report. You can display automatically generated information in report or page headers and footers.
Examples: Page numbers, date last saved, and file name Customize formulas for fields on the Expression line; for example, start the first page at 4 instead of 1:
Adding Headers and Footers

Procedures Steps
Display section boundaries Display headers and footers Display page headers and footers Add predefined fields to headers and footers Customize predefined fields in headers and footers
Select Report > Section Boundaries. Select Report > Headers and Footers > Report Header, Report Footer, or Show Both. Select Report > Headers and Footers > Page Header, Page Footer, or Show Both. From the Fields folder in the Catalog pane, drag a field to the header or footer. 1. In a header or footer in the Content pane, select a predefined field. 2. On the Expression line, modify the expression, and click the green check mark button.
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Summary
In this lesson, you should have learned to: Populate band-style report with data Add focus to band-style reports Display totals in band-style reports Modify report properties Format data in band-style reports Add graphics and reports to band-style reports Format pages in band-style reports
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L E S S O N
8
8
Creating Computed Items
Objectives
At the end of this lesson, you should be able to: Describe computed items Create grouping columns Create computed items with strings, dates, and numbers Modify null values Filter computed items
Module 2 Creating Queries and Reports Lesson 8 Creating Computed Items
Computed Items Overview

Create computed items when data is not available in the database. When designing computed items, consider these points:
Function location Reference items Data granularity Report sections Data types
Computed Items Overview

You can create computed items to provide additional information in reports. Some computed items are based off of report items and some are generated entirely on their own. For computed items created in Query and OLAPQuery sections, the calculations are performed on the database. For computed items created in Results, Table, Chart, Pivot, and Report sections, the calculations are performed locally in Interactive Reporting Studio. When designing computed items, consider these points: Function Location The functions available in Query sections are specific to the databases. To view the list of database-specific functions, you must connect the Query sections to the databases. If the functions are available in both the database and Interactive Reporting Studio, you can create the computed items in Query or Results sections. If the database supports the functions, but Interactive Reporting Studio does not, you must create the computed items in the Query sections. 8-2 Interactive Reporting: Design Reports and Dashboards
Module 2 Creating Queries and Reports Lesson 8 Creating Computed Items Reference Items Computed items in Query sections can reference topic items in the data model, as well as items on the Request line, some of which may be computed. Computed items in Results sections can reference only Request items. Data Granularity If computed items require data at a lower level of granularity than what the report section provides, create items in Query, Results, and Table sections, where the granularity is lowest. Report Sections You can create items offline in the Results, Table, Chart, Pivot, and Report sections. Data Types You should define the data type of a computed item under these circumstances: To preserve the precision of a mixed data type computation To change the way a computed item is handled; for example, interpreting numbers as strings Attention to data types is most important when you are computing items in the Query section. Here, the computation is performed on the database, and the computed item may be handled with an unanticipated data type. To ensure that data is handled correctly on mixed data type computations, you should set the data type. Local computed items in the Results, Table, Pivot, Chart, and Report sections are handled internally. You can adjust 16- and 32-bit integers by using the automatic or number data type specification.
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Configuring Computed Items

Places to configure computed items: Computed Items dialog box (Query, Results, Table, Pivot, and Chart sections) Expression line (Report section)
Configuring Computed Items

You configure computed items in the Computed Items dialog box for all sections, except the Report section. In Report sections, you configure them on the Expression line.
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Computed Items Dialog Box
Computed Items Dialog Box

The components of the Computed Item dialog box are the same in all sections, except for a few operator buttons in the Query section.
Component Description
Name text box Definition text box
Shows the name of the computed item. You can enter a name or accept the default. The Definition text box shows the equation for the computed item. You can type directly in this text box and click the buttons to help generate the definition. The syntax is JavaScript syntax. You do not need to type an equal sign at the beginning of the formula. The Reference button opens the Reference dialog box, which displays a list of items available for use in the definition. You can insert reference items directly into a definition or add them as arguments to database functions. In a Query section, any item in the data model or on the Request line is a possible reference item for use in a computed item expression. In the report sections, any item in the Data Layout pane is available for reference.
Reference button
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Functions button
The Functions button opens the Functions dialog box, which initially displays a list of function categories. When you select a function category, a list of functions for that category is displayed. The functions are database functions if you are working in the Query section; otherwise, they are internal functions. When you select a function, the Functions dialog box displays a description of the function and the text boxes that need to be filled out for the function, thus eliminating the need to be concerned about syntax. The Options button enables you to define the data type for a computed item; for example, you can store data as text, in which case the data type is CHAR, for character. The operator buttons facilitate creating the definition. The number of buttons varies in each section. You can either click an operator button or enter an operator in the Definition text box.
Options button
Operator buttons
To create computed items by using the Computed Item dialog box: 1. Open the Computed Item dialog box. On the Request line in the Query section, right-click the word Request, and select Add Computed Item. In a Results, Table, Pivot, or Chart section, right-click the content pane, and select Add Computed Item. 2. In the Name text box, enter a name for the computed item. 3. Create the definition by performing one or more of these tasks: In the Definition text box, enter the definition. Click Functions, select a function, complete the text boxes, and click OK. Click Reference, select an item, and click OK. Click operator buttons. 4. Click Options, and select a data type. 5. Click OK.
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Module 2 Creating Queries and Reports Lesson 8 Creating Computed Items To modify computed items in Results, Table, Pivot, and Char t sections: 1. Open the computed item: In a Query section, double-click a Request item. In Results and Table sections, select the computed item in the content pane, rightclick, and select Modify Column. In Pivot and Chart sections, select the computed item in the Data Layout pane, right-click, and select Modify Computed Item. 2. Modify the definition, and click OK.
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Expression Line
Expression Line
In Report sections, you define computed items on the Expression line. You can display computed items as table columns or as fields. Even though computed item definitions are displayed in JavaScript on the Expression line, you do not need to understand JavaScript to create them. For ease of use, you can undock and resize the Expression line. To create computed items in tables in Repor t sections: 1. From the Catalog pane in a Report section, drag an item to the Table Facts pane. You cannot modify items added to the Table Dimensions pane. When selecting an item from the Catalog pane, select one that is part of the definition for the computed item. For example, if Unit Sales is part of the definition, drag Unit Sales to the Expression line.
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Module 2 Creating Queries and Reports Lesson 8 Creating Computed Items 2. Undock the Expression line, and resize the window if the definition is long. 3. From the drop-down list on the Expression line, select a data function to modify the data function applied to the item. 4. Enter operators in the equation. 5. From the Catalog pane, drag additional items to the Expression line. 6. On the Expression line, click the green check mark button. The equation is calculated, and the new column is displayed in the table. To rename column titles for computed items: 1. In the report, select the column title for the computed item. 2. On the Expression line, enter a title in quotation marks, and click the green check mark button. To create computed fields in Repor t sections: 1. From the Fields folder in the Catalog pane, drag Field to an area in the report. 2. From the Catalog pane, drag items to the Expression line, and enter necessary text to complete the equation. 3. On the Expression line, click the green check mark button. The field displays the calculated value.
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Creating Grouping Columns
Underlying Results data
Creating Grouping Columns

Using the Grouping Columns feature, you can create a new column in a Results or Table section that groups data from an existing column. The groups add hierarchical relationships within a data set because they represent a summary level above the data used to create them. Use grouped items in report sections to reveal relationships that might not otherwise be seen. To create grouping columns in Results and Table sections: 1. In a Results or Table section, select a column of non-numeric data (string or date data type) as a base for the grouping column, right-click, and select Add Grouping Column. The Grouped Column dialog box is displayed. 2. In the Column Name text box, enter a name for the column.
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Module 2 Creating Queries and Reports Lesson 8 Creating Computed Items 3. Click New Group. The New Group dialog box is displayed. 4. Enter a group name, and click OK. 5. If necessary, double-click a group name, type another name, and click OK. 6. Add items to a group: From the Groups list, select a group name. From the Available Values list, select values. Click the left double arrow. 7. If necessary, select a group name, and then, in the Items in Group list, double-click items to remove them from the group. 8. Click OK. To specify the display of values that do not belong to a group: 1. In the Grouped Column dialog box, click Options. 2. Select a preference for ungrouped columns, and click OK. Select Null to add a null value to the column. Select Default to specify a default name. Select Individual Group to assign values to each ungrouped column.
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Creating Computed Items with Strings

Concatenating Strings
CONCAT(Stores.Store_Locator, Stores.Store_BranchNum) Stores.Store_Name+', '+Stores.Store_Manager Stores.Store_Manager||Chr(10)||Stores.City Carriage return
Left Trim and Right Trim Functions

LTRIM(Stores.Phone_Number,'0')
RTRIM(Stores.Store_Name)
Left and Right Functions

LEFT(Stores.Phone,3) RIGHT(Stores.Phone,8)
Substring Function
SUBSTRING(Stores.Store_Code,3,4)
Creating Computed Items with Strings

String values are alphanumeric values that you cannot manipulate mathematically. However, there are several database and Interactive Reporting Studio string functions that enable you to combine and manipulate string values. These are some common string functions:
Function Description
CONCAT
Combines two, and only two, string values. In the Query section, you can also use the plus sign (+) or double-pipe character (||) between two or more string values to combine them. Not all databases support double pipes, and some databases provide a CONCAT function that splices together only two strings. In Interactive Reporting Studio, you must spell the Concat function in title case (Concat). Returns a string with specific characters removed from the beginning. Returns a string with specific characters removed from the end.
LTRIM RTRIM
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LEFT RIGHT SUBSTRING
Extracts a string of the given length from the left of a given string. Extracts a string of given length from the right of a given string. Returns a portion of an input string that begins at a specified starting point and has a defined length.
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Creating Computed Items with Dates

Date Groups
Date Functions
LastDay(Invoice_Date) AddMonths(employee_start_date,3) Sysdate() NextDay(Opened_Date,'Wednesday') DayOfMonth(Opened_Date)
MonthsBetween(Opened_Date,Remodel_Date)
Creating Computed Items with Dates

You can create a variety of computed items with dates. You can quickly add additional date data in Results and Table sections by creating date groups that are based on columns with date data types. The Date Groups feature creates three columns based on a dateYear, Quarter, and Month. These are examples of common date functions:
AddMonths DayofMonth LastDay MonthsBetween
Adds a specified number of months to a given date. Returns the day number in a month for a given date. Possible values range from 1 to 31. Returns the date of the last day in a month for a given date. Returns the number of months between two given dates.
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NextDay Sysdate
Returns the date of the first weekday after a given date. The weekday value (for example, Wednesday) is not case-sensitive. Returns the current date and time recorded on the users computer. Use the Number format option to format the date.
To create date groups in Results or Table sections: Select a date column, right-click, and select Add Date Groups.
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Creating Computed Items with Numbers

Mathematical Equations
Amount_Sales - Tax
Numeric Functions
ColMin(Unit_Sales) Count(City,State,CA)
Ranking Data
Rank(Amount_Sales)
Creating Computed Items with Numbers

You can create a variety of computed items with numbers. For example, you can create definitions that are simple or complex mathematical equations, involving one or more columns of data. You can also compare values within a column by using numeric functions as well as other functions, such as Rank.
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Specifying Break Columns and Break Values

State CA CA CA FL FL NY NY NY NY City Los Angeles San Diego San Francisco Fort Lauderdale Miami Beach Albany Lake Placid New Hampton New York Num_Cities 3 3 3 2 2 4 4 4 4 Num_Cities_NY 4 4 4 4 4 4 4 4 4
Count(City,State,NY) Break column Break value
Specifying Break Columns and Break Values

For some functions, you can specify break columns and break values; for example, Count (column, break_column, break_value). Break_column determines the group of values in a column that are to be compared. Break_value is a specific value in the break_column. When specifying break columns and values, you must sort the data beforehand. For the example on the slide, Count(City,State,CA), the value returned for all rows in the computed item, is equal to the number of cities in California.
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Displaying True Computed Item Totals
Sum data function is applied.
Average data function is applied.
True Computed Item Totals and Surface Values are both enabled in this report.
Displaying True Computed Item Totals

You can calculate totals based on a column data function applied to surface values, or the underlying formula of the column. This option is controlled by the True Computed Item Totals feature. The True Computed Item Totals feature enables you to standardize how total values in a computed column are calculated. When this feature is enabled, all total values are calculated based on the column data function applied to the surface values. When this feature is disabled, all totals are calculated based on the underlying formula of the column. By default, true computed item totals is enabled. To display true computed item totals in repor ts: 1. In a Pivot section, select Pivot > Pivot Options. 2. On the General tab, select True Computed Item Totals, and click OK.
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Modifying Null Values

Format null values
Replace null values with other values

ISNULL(Stores.Store_Code,tbd) Nvl(Store_Code, "Not Available" )
Set null values as zero in pivot reports
Modifying Null Values

You have these options for formatting or replacing null values: Format null valuesTo avoid blank cells in your reports, you can display text (N/A, NULL, or Null). Replace null values with other valuesYou can replace null values with more useful values by creating computed items in queries or in Results and Table sections. In Query sections, you can use the ISNULL function if your database supports it. In Interactive Reporting Studio, you can use the Nvl function. Set null values as zero in pivot reports: You can have null facts calculated as zero in computed items.
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Procedure
Steps
Format null values
1. Select Tools > Options > Default Formats. 2. Select the Numbers tab. 3. In the Null drop-down list, select a format. 4. Click OK.
Set null values as zero in pivot reports
1. In a Pivot section, select Pivot > Pivot Options. 2. On the General tab, select Enable Null Facts in Computed Items. 3. Click OK.
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Filtering Computed Items
Computed item in the Query section
Separation of computed items from non-computed items
Filter set on the computed item
Filtering Computed Items

You can apply filters to computed items in Query sections the same way you apply filters to aggregated items. The logical operator OR is not available between computed item filters. You cannot make a computed item filter a variable filter. In Results and Tables sections, you cannot filter computed items that contain aggregate functions. Add the computed item to a new Table section and then set the filter. To apply filters to computed items in Quer y sections: 1. From the Request line in a Query section, drag a computed item to the Filter line. The Filter dialog box is displayed. 2. Set the filter on the computed item, and click OK. The filter is added to the right side of the Filter line to indicate that the filter is set on the computed item. Interactive Reporting: Design Reports and Dashboards 8-21
Summary
In this lesson, you should have learned to: Describe computed items Create grouping columns Create computed items with strings, dates, and numbers Modify null values Filter computed items
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M O D U L E
3
8
Creating Dashboards
Overview
The aim of this module is to teach you how to create simple dashboards. Lessons in this module include: Lesson 9: Dashboards Overview Lesson 10: Creating Dashboards with Dashboard Studio Lesson 11: Configuring Dashboard Options Lesson 12: Creating Dashboards with the WebDash Template
L E S S O N
9
9
Dashboards Overview
Objectives
At the end of this lesson, you should be able to: Describe dashboard types Explain dashboard benefits List dashboard content Describe dashboard features
Module 3 Designing Dashboards Lesson 9 Dashboards Overview
Dashboard Types
Dashboard Types
A dashboard is an analytic application that enables users to view and manipulate reports on the same frame. You can use Dashboard Studio to quickly and easily create dashboards; however, you do not need Dashboard Studio to manipulate dashboards. You can create these dashboard types: Executive applications that display table, pivot, and chart reports and controls Browser-style navigation pages to assist users in maneuvering between Interactive Reporting content Simple forms to collect multiple input parameters for table, pivot, and chart reports
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Dashboard Benefits
Creating dashboards for users provides various benefits: Dashboards hide the complexities of the underlying sections of Interactive Reporting documents. Users do not have to understand how to navigate manually through Interactive Reporting documents, how to process queries, and how to analyze data. You can present users with point-and-click options to quickly view and analyze report data. You can include graphics and instructions to improve dashboard usability and mimic the appearance of other corporate applications.
Dashboard Benefits
Dashboards offer many benefits to users.
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Dashboard Content
You can include these items in a dashboard: Results, Table, Pivot, and Chart sections of Interactive Reporting documents Web Analysis and Financial Reporting reports Web pages Hyperlinks to content Graphics and text Note: You can include Web Analysis and Financial Reporting reports, but Dashboard Studio features are available only to Interactive Reporting reports.
Dashboard Content
A dashboard consists of one or more frames, each containing any number of table, pivot, and chart reports, as well as controls to manipulate those reports. Each frame of a dashboard is a Dashboard section in a document.
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Dashboard Features
With Dashboard Studio, you can quickly implement these features: Navigation schemes Filters Checkpoints Quick Slices Printing and exporting Links to related content Report options Operating languages Tooltips and annotations
Dashboard Features
Dashboard Studio offers a robust feature set that you can include in your dashboards.
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Navigation Schemes
navigation drop-down list
navigation tab
navigation bar
Navigation Schemes
When creating dashboards with Dashboard Studio, you can choose from a variety of navigation schemes. Navigation schemes include navigation bars, navigation tabs, and navigation drop-down lists. You can incorporate one or more navigation schemes into a dashboard.
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Filters
clear filters Quick Filters pane show filters filters drop-down list
Active Filters pane
Filters
Filter Options Descriptions
Filters drop-down list
Enables you to list items on which users can set filters. Users are presented with Filter dialog boxes, which are similar to those in Results sections. Enables you to display filters in the form of drop-down lists, list boxes, check boxes, and radio buttons. Enables you to provide users with a list of filters that are applied to report data. Users can also modify filters. Enables you to provide users an easy way to remove all filters in a dashboard. Enables you to provide users a way to view, clear, and modify filters in a frame. This option presents users with Filter Control EIS frames, from which they can configure filters.
Quick Filters pane Active Filters pane Clear Filters toolbar button Show Filters toolbar button
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Checkpoints
checkpoints
Checkpoints
The Checkpoint feature enables users to capture the state of their dashboards. Users can freely modify dashboard reports, knowing that they can return to previously saved settings. Checkpoints save filter settings, quick slice settings, chart types, two- and threedimensional views, and some settings from specific components (Chart Shade, Drill and Slice, Format Header, and Graphic Gauges). They are available until users clear them or close the dashboard.
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Quick Slices
Quick Slice pane
Quick Slices
The Quick Slice pane provides an area where you can list report items that users may want to add to or remove from their pivot and chart reports.
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Printing and Exporting

print
Print a frame or report export
Export a report
Printing and Exporting

Toolbar Buttons Descriptions
Print Export
Print an entire frame or a particular report in a frame. Export a report in a frame as a Microsoft Excel, HTML, Lotus 1-2-3, tabdelimited, PDF, or comma-delimited file. You cannot export an entire frame.
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Links to Related Content
related documents
Links to Related Content

You can create a list of these sources that provide users with content related to the dashboard: Files Folders URLs E-mail messages Users click the related documents button to select a related document that you configured.
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Report Options
You can manipulate reports in dashboards: Toggle between pivot and chart reports Auto-size pivot columns Hide facts in pivot reports Toggle 2D and 3D chart views Set chart types Set chart legends Sort report data Widen report views
Report Options
You can configure toolbar buttons so that users can manipulate table, charts, and pivot reports in their dashboards.
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Toggling Between Pivot and Chart Reports
pivot
chart
Toggling Between Pivot and Chart Reports You can configure the Chart and Pivot button to toggle the view between a chart and a pivot report in the same frame of a dashboard. The image on the button varies, depending on the section that is visible on the frame.
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Auto-sizing Pivot Columns

auto-size
Auto-sizing Pivot Columns You can configure the auto-size button to automatically change the size of pivot columns so that the values are displayed properly.
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Hiding Facts in Pivot Reports
hide facts
Hiding Facts in Pivot Reports You can configure the hide facts button to hide or display specific facts in pivot reports.
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Toggling 2D and 3D Chart Views
3D view
2D view
Toggling 2D and 3D Chart Views You can configure the 2D and 3D view buttons to toggle between 2D and 3D views for charts. The image on the button varies, depending on the chart states in the frames.
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Setting Chart Types

chart type
Setting Chart Types You can configure the chart type button to enable users to select different chart types.
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Setting Chart Legends

legend
Setting Chart Legends You can configure the legend button to show, hide, or nominate the axis on which to set the chart legend.
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Sorting Report Data

sort ascending sort descending
Sorting Report Data You can configure the sort ascending and sort descending buttons to provide sort options for chart, pivot, and table reports. You can make all columns sortable or you can specify columns.
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Widening Report Views

wide view
standard view
Widening Report Views You can configure the wide view button to display wider versions of the pivot and chart reports, as well as hide controls that take up space in the dashboard.
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Operating Languages
list of languages language
Operating Languages
You need not create separate dashboards for different locales, because users can select languages for tooltips and prompts. However, data values, report names, frame names, and column names are not translated.
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Tooltips and Annotations

annotation tooltip for clear filters button help
Tooltips and Annotations

You can configure the help button to display tooltips and annotations in your dashboards.
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Summary
In this lesson, you should have learned to: Describe dashboard types Explain dashboard benefits List dashboard content Describe dashboard features
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L E S S O N
1 0
Creating Dashboards with Dashboard Studio
10
Objectives
At the end of this lesson, you should be able to: Describe master documents Import documents into dashboard templates Create dashboard frames Configure navigation in dashboards Configure filter drop-down lists in dashboards Configure dashboard properties Configure dashboard styles Save master documents
Module 3 Creating Dashboards Lesson 10 Creating Dashboards with Dashboard Studio
Master Documents Overview

Wizard Page Start Data[1] Frames[2] Layout[3] Associate[4] Navigation[5] Filters[6] Properties[7] Styles[8] Finish Tasks to Complete Select a dashboard template and import the document into the template. Prepare data by renaming sections and creating filters. Specify the style, quantity, and names of the frames. Each frame becomes a Dashboard section in the document. Embed table, pivot, and chart reports in the frames. Associate frames with embedded reports and select options for frames and embedded reports. Configure navigation between frames. Specify filter items for the filters drop-down list on the dashboard toolbar. Specify properties for the dashboard, report sections, and interface elements. Specify page colors and font styles. Save the master document and create a runtime version, if needed.
Master Documents Overview

When building dashboards, you use Dashboard Studio to import a framework (template) into a document. The result is a master document that contains queries, reports, dashboards, and the dashboard template. You usually work through wizard pages sequentially; however, you can navigate to any page at any time.
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Importing Documents into Templates

How to import a document into a dashboard template: 1. Open Dashboard Studio. 2. Select a dashboard template. 3. Specify import properties. 4. Connect the master document to Dashboard Studio.
Importing Documents into Templates

You turn a document into a master document by importing it into a dashboard template. You usually create the queries and reports first.
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Opening Dashboard Studio

Dashboard Studio is an application that runs on top of Interactive Reporting Studio. You can launch Dashboard Studio within Interactive Reporting Studio or on its own. You do not need to open a document before you open Dashboard Studio.
Opening Dashboard Studio

Procedures Step
Open Dashboard Studio Open Dashboard Studio within Interactive Reporting Studio
Select Start > All Programs > Hyperion System BI+ > Dashboard Studio. Select Tools > Launch Dashboard Studio.
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Selecting Templates
List of available templates
Selecting Templates
You begin creating a master document by selecting a dashboard template on the Start page in Dashboard Studio. Dashboard Studio provides several dashboard templates, each with different frame prototypes. A frame prototype is the basis from which frames are created. Frame prototypes for templates:
Template Names Frame Prototypes
Base Template Drop-down Panel Template Express_Template
QIQ Base 1 Panel Drop Down, 2 Tall Panels Drop Down, 2 Wide Panels Drop Down, 4 Panels Drop Down, 6 Panels Drop Down, and QIQ Base Square Tab, Round Tab, Drop-down, Drop-down Wide, Lite Square Tab, Lite Round Tab, QIQ Base
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Template Names Frame Prototypes
Round Tab Panel Template Square Tab Panel Template Webdash_Template
1 Panel Round Tab, 2 Tall Panels Round Tab, 2 Wide Panels Round Tab, 4 Panels Round Tab, 6 Panels Round Tab, QIQ Base 1 Panel Square Tab, 2 Tall Panels Square Tab, 2 Wide Panels Square Tab, 4 Panels Square Tab, 6 Panels Square Tab, QIQ Base 4 (2 x 2) Round, 4 (2 x 2) Square, 2 (2 x 1) Round, 2 (2 x 1) Square, 1 Round, 1 Square, 3 (1 + 2) Round, 3 (2 + 1) Round, 3 (1 + 2) Square, 3 (2 + 1) Square, 2 (1 x 2) Round, 2 (1 x 2) Square, 3 (1 + 2) Round, 3 (1 + 2) Square, 3 (2 + 1) Round, 3 (2 + 1) Square
To select a dashboard template: Under Create a Document From Template on the Start page, select a template.
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Specifying Import Properties

Start page
Launch Merge
Specifying Import Properties

After selecting a dashboard template, you specify import properties in the Dashboard Studio Merge Utility. If the Select Sections option is selected when you perform the Import operation, you can select specific sections from your document to import. If you clear this option, all the sections in the document are imported. Sections that are part of the dashboard template are not imported. This restriction is deliberate to avoid duplicate dashboard template sections in the master document. Duplicate sections can render a document invalid. In the Dashboard Studio Merge Utility, you also need to select the document to import as well as specify the resulting master document name and save path. By default, Dashboard Studio generates a master document name, which is the combination of your document name and _esm (editable source master). You can modify this name, if needed, and you do not need to include esm in the name. Because master documents and non-master documents both have a *.bqy file extension, it is useful to adopt the _esm naming convention so that you can easily identify your master documents. Interactive Reporting: Design Reports and Dashboards 10-7
Module 3 Creating Dashboards Lesson 10 Creating Dashboards with Dashboard Studio The Dashboard Studio Merge Utility also enables you to consolidate duplicate graphic images into Resource Manager with the option Remove duplicate images from the final document. All instances of an image in a document are changed to reference the single copy of the image in Resource Manager. The document file size and memory footprint are reduced, which improves the loading speed, and makes re-use of existing images from Resource Manager possible when creating dashboards and reports. To import documents into dashboard templates: 1. On the Start page in Dashboard Studio, click the Launch Merge button. The Dashboard Studio Merge Utility is displayed. 2. Select import options: One to One imports sections from a single document and creates a single master document. Many To One imports multiple documents into a template and creates a single master document. Many To Many imports multiple documents into templates and creates multiple master documents. Select Sections displays the Select Sections dialog box. Select the sections that you want to import, and click OK. Remove duplicate images from the final document creates references to images in Resource Manager. 3. Under Document to Import, select the document that contains the queries and reports to be used in the dashboard. 4. Under Save Path, specify the directory and file name for the resulting master document. 5. Click Import. The import process takes a few seconds. 6. Click OK. 7. Click View to view the master document in Interactive Reporting Studio. 8. Click Close to return to the Start page.
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Connecting Master Documents to Dashboard Studio
2 Refresh settings Move to the next step
Connecting Master Documents to Dashboard Studio

You typically connect the master document to Dashboard Studio immediately after creating it. To connect master documents to Dashboard Studio: 1. In the Connect to open dashboard list, select the master document. If your master document is not open, open it, and click the Refresh settings button. 2. Click the Move to the next step button. The Data[1] page is displayed.
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Creating and Populating Frames

How to create and populate frames: 1. Rename report sections, if necessary. 2. Create the frames for the dashboard. 3. Add reports to the frames. 4. Associate the frames with the embedded reports.
Creating and Populating Frames

This topic discusses how to create and populate frames in a dashboard.
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Renaming Report Sections

Apply selections to your document
Save current document
Make suggestion
Renaming Report Sections

On the Data[1] page, you should rename the report sections so that Dashboard Studio can generate frame names based on section names. When you click the Make suggestion button, Dashboard Studio generates a frame name equal to the section name (referred to as the base name) and section type. For example, for a Chart section named Sales by Year, Dashboard Studio suggests Sales by Year Chart. Section-naming conventions: Name related sections with the same base name, but different section type namesThis practice enables Dashboard Studio to create a single frame named after the base name. For example, a chart named Sales by Year Chart and a Pivot section named Sales by Year Pivot results in a frame named Sales by Year.
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Module 3 Creating Dashboards Lesson 10 Creating Dashboards with Dashboard Studio Name related sections with the same prefix, followed by two dots (..)This practice enables Dashboard Studio to create a single frame named for the prefix. For example, two charts named Summary..Revenue by Class Chart and Summary..Revenue by Year Chart result in a frame named Summary.
NOTE
As you progress through the pages in Dashboard Studio, save the master document often by clicking the Save current document button.
To rename sections within Dashboard Studio: 1. In Interactive Reporting Studio, select a section. 2. On the Data[1] page in Dashboard Studio, click the Make suggestion button to have the system generate a new name. 3. Optional: In the text box, modify the name. 4. Click the Apply selections to your document button. 5. Repeat steps 1 through 4 for each section that you want to rename.
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Creating Frames
Auto-create frames
Creating Frames
On the Frames[2] page in Dashboard Studio, you create and name all frames in the dashboard application. When you create frames, you are inserting Dashboard sections into the master document. Dashboard Studio builds each frame from a frame prototype, which determines the layout and features available in the frame. You can view the frame prototypes by opening the Frame Prototype Library (Frame_Prototype.bqy), available in the C:\BIPlus\DDS\templates directory. Naming frames: ManuallyYou can select a different frame prototype for each frame, or you can use a specific frame prototype to create multiple frames simultaneously. You must specify a name for each frame to avoid duplicate frame names.
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Module 3 Creating Dashboards Lesson 10 Creating Dashboards with Dashboard Studio Automatically: You can have Dashboard Studio automatically create and name frames based on section names: - All frames are created with the same prototype. - A single frame is created for charts and pivot reports with matching base names. - A single frame is created for the group of sections that share a common prefix.
NOTE
A Home frame is always created by default. It uses the QIQ Base frame prototype. You can rename or delete the Home frame, if needed.
To create frames manually: 1. On the Frames[2] page, select a frame prototype, type the number of frames to create, and click Add. 2. Filter the section list by selecting check boxes for the section types. 3. Optional: Select Auto rename existing section to have Dashboard Studio name the frame without the section type name. For example, if you are naming a frame based on the Revenue by Type Chart section, the resulting frame name is Revenue by Type. 4. Perform these actions: a. Select a frame in the first list. b. Select a section name in the second list or enter a name in the text box. c. Click Set Name. 5. Click the Apply selections to your document button. Frames (Dashboard sections) are created in the master document. To create frames automatically: 1. From the Frame prototype to use drop-down list on the Frames[2] page, select a frame prototype. 2. Click the Auto-create frames button. 3. Click the Apply selections to your document button.
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Adding Reports to Frames

Options for adding reports to frames: Add table, pivot, and chart reports from the document. Add reports from the System 9 repository:
Interactive Reporting documents Web Analysis documents Financial Reporting reports
Make suggestion
Adding Reports to Frames

After creating frames, you progress to the Layout[3] page in Dashboard Studio. You do not have to do anything on this page. You can, however, click the Make suggestion button to view instructions on how to add reports to frames. When adding reports to frames, you develop dashboard frames in design mode in Interactive Reporting Studio. To switch between design and run mode in a Dashboard section in Interactive Repor ting Studio: Press Ctrl+D.
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Adding Reports Contained in Documents
Adding Reports Contained in Documents You can add Results, Table, Pivot, and Chart sections from the document in which you are creating the dashboard. You cannot embed Report sections in frames, but you can create hyperlinks that point to Report sections. You can overlay Chart and Pivot sections so that you can later switch between the two views. The last report that you drag onto the content pane is displayed first in the completed dashboard. To add repor ts that are contained in documents to frames: 1. In Interactive Reporting Studio, select a frame. 2. From the Catalog pane, drag a table, chart, or pivot report to the content pane.
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Adding Reports from the Repository
Interactive Reporting report
Web Analysis report
Adding Reports from the Repository You can add these report types from the System 9 repository: Interactive Reporting reports (table, chart, and pivot reports) Web Analysis reports Financial Reporting reports When you add reports from the System 9 repository, you add them as embedded objects. Dashboard Studio features do not apply to Web Analysis and Financial Reporting reports; however, when you embed these report types, you can choose to display their toolbars.
NOTE
You can also add browser windows that display content from Web sites.
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Module 3 Creating Dashboards Lesson 10 Creating Dashboards with Dashboard Studio To add repor ts from the repositor y to frames: 1. In the master document, select a frame. 2. Ensure that you are working in design mode. 3. From the Catalog pane, drag Embedded Browser to the content pane. 4. Select the embedded browser object, right-click, and select Properties. The Properties dialog box is displayed. 5. In the Settings group box on the Object tab, select Repository. 6. Beside the Document text box, click Browse. The Workspace Logon page is displayed. 7. Enter your user name and password and click Log On. The Select page is displayed. 8. Browse the repository, select a document, and click Select. You are returned to the Properties dialog box for the embedded browser object. 9. Under Repository, click Options. The Document Options dialog box is displayed. 10. From the Document Type drop-down list, select the type of content to embed:
Content Description
BQY ANALYZER REPORTS
Interactive Reporting document Web Analysis document Financial Reporting report
If you select Interactive Reporting content, proceed to step 11; otherwise, skip to step 12. 11. From the Section drop-down list, select the section that you want to embed. 12. From the Toolbar drop-down list, select the toolbar that you want to display with the embedded content. 13. Click OK twice.
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Associating Frames with Reports
Before After
Make best-guess associations
Associating Frames with Reports

After adding reports to frames, you navigate to the Associate[4] page in Dashboard Studio and associate the frames with their embedded reports. You can have Dashboard Studio automatically associate the frames for you, but the association may not work if you performed one of these actions: You changed the JavaScript behind an embedded report in a frame; for example, you set a report as a hyperlink to another object. You changed the section name of a report after dragging it to a frame. You can also select features for the frames and the embedded reports in those frames, but keep these points in mind: By default, users can print and export all embedded reports.
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Module 3 Creating Dashboards Lesson 10 Creating Dashboards with Dashboard Studio You should clear Allow Chart/Pivot Switching to make charts and pivot reports on the same frame visible simultaneously. To associate frames and embedded repor ts automatically: 1. In Dashboard Studio, click Associate[4]. 2. Click the Make best-guess associations button. 3. Click the Apply selections to your document button. To associate frames with embedded reports manually: 1. In Dashboard Studio, click Associate[4]. 2. From the Frames and Embedded Objects list, select an embedded report. The Select One Section list is displayed. 3. In the Select One Section list, select a section. 4. Repeat steps 2 and 3 to associate all other frames and embedded reports. 5. Click the Apply selections to your document button. To select feature options for frames or embedded repor ts: 1. On the Associate[4] page in Dashboard Studio, select a frame or report. 2. Select or clear feature options for the frame or report. 3. Click the Apply selections to your document button.
10-20
Configuring Navigation
Configuring Navigation
Navigation targets are frames to which you can navigate within a frame. They are displayed on the navigation bar, navigation drop-down list, or navigation tabs in your dashboard. You configure navigation targets on the Navigation[5] page. To configure navigation targets for frames: 1. In Dashboard Studio, click Navigation [5]. 2. In the Select a Frame list, select a frame.
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Module 3 Creating Dashboards Lesson 10 Creating Dashboards with Dashboard Studio 3. In the Limit available sections to the following types group box, select section types to filter the navigation targets. For example, to enable users to navigate to a Report section, select the Reports check box to make it an available section and select and move the Report section to the Navigation Targets list. 4. In the Available Sections list, select the navigation targets and click the right arrow button. 5. In the Navigation Targets list, select a target and click the up and down arrows to reorder the sections. This sets the display order of navigation targets in a frame. 6. Repeat steps 2 through 5 for all other frames. 7. Click the Apply selections to your document button.
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Configuring Filter Drop-down Lists

How to configure filter drop-down lists: 1. Create filters. 2. Select filters for frames.
Configuring Filter Drop-down Lists

This topic discusses how to configure filter drop-down lists in frames.
10-23
Creating Filters
Creating Filters
If you imported a document with queries and reports, most likely you created local filters in the Table sections (and possibly Results sections). If you require additional filters in the dashboard, you can create them in the QIQ Filter Properties configuration frame at any stage in the dashboard-building process. You can configure the dashboard so that the filters set in one frame are also set in other frames. The underlying data in the reports must have the same filter set. To create filters within Dashboard Studio: 1. In Dashboard Studio, select the QIQ Filter Properties configuration frame. 2. Specify columns in Table sections or Results sections for which you want to create local filters. 3. Click Set Filters. 4. Optional: Clear cascading filters, specify a date format, and specify starting filter values. 10-24 Interactive Reporting: Design Reports and Dashboards
Selecting Filters for Frames
Selecting Filters for Frames

On the Filters[6] page in Dashboard Studio, you specify which filters are displayed and available in the filters drop-down list for each frame. To select filters for frames: 1. In Dashboard Studio, select the Filters[6] page. 2. In the Select a Frame list, select one or more frames. 3. In the Available Filters list, select filters and click the right arrow button. If the filters are not listed, return to the QIQ Filter Properties configuration frame and add them. 4. Repeat steps 2 and 3 for all other frames that require active filters. 5. Click the Apply selections to your document button.
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Configuring Dashboard Properties
Configuring Dashboard Properties

On the Properties[7] page in Dashboard Studio, you specify the title of the dashboard, configure chart properties, and configure settings for toolbars and menus. If you added prefixes (..) to chart names earlier on, you should select a change title option from the Chart Titles drop-down list. To configure dashboard proper ties: 1. In Dashboard Studio, click Properties[7]. 2. In the Title text box, enter a title for the dashboard. 3. Select options from the drop-down lists. 4. Click the Apply selections to your document button.
10-26
Configuring Styles
Save style
Open color palette
Configuring Styles
On the Styles[8] page in Dashboard Studio, you apply a style sheet to the dashboard to set colors and fonts in the frames. If needed, you can select a palette for the colors and create your own style sheet. To set colors and font styles in frames: 1. In Dashboard Studio, click Styles[8]. 2. From the Available Styles list, select a predefined style. 3. Select a palette: a. Click the Open color palette button. b. Select a palette file.
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Module 3 Creating Dashboards Lesson 10 Creating Dashboards with Dashboard Studio c. Click Open. d. Click OK. 4. Customize a color: a. Select a color. b. In the Color dialog box, select another color. c. Click OK. 5. Customize a font: a. Select a font. b. In the Font dialog box, select another font. c. Click OK. 6. Click the Apply selections to your document button. To create a style sheet: 1. Customize the colors and fonts of a style sheet. 2. Click the Save style button. The Save As dialog box is displayed. 3. In the File name text box, enter a name for your style sheet and click Save. The new style is displayed in the Available Styles list, and you can now use it for other dashboards.
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Saving Master Documents

When you click Finish in Dashboard Studio, you begin the save process. You can always open master documents later on and modify them. When saving, you can also create a smaller runtime version of the master document.
Saving Master Documents

Runtime versions do not contain build time or development structures and are typically deployed to end users. You cannot use Dashboard Studio to modify runtime versions. When you create runtime versions, you have the option to compact the JavaScript and remove all trace statements in the document. Keep in mind, this option adds time when creating runtime versions. To save master documents: 1. In Dashboard Studio, click Finish. 2. Enter a file name and click Save. 3. Optional: If you want to create a runtime version, click Yes. A dialog box confirms that a runtime version is saved. 4. Click OK. You return to the Start page in Dashboard Studio. The master document is saved. Interactive Reporting: Design Reports and Dashboards 10-29
Summary
In this lesson, you should have learned to: Describe master documents Import documents into dashboard templates Create dashboard frames Configure navigation in dashboards Configure filter drop-down lists in dashboards Configure dashboard properties Configure dashboard styles Save master documents
10-30
L E S S O N
1 1
11
Configuring Dashboard Options
Objectives
At the end of this lesson, you should be able to: Create Quick Filters Create Quick Slices Create links to related documents Create wide views of dashboard content Configure hidden facts in pivot reports Configure sort options for pivot and chart reports Create annotations Set thresholds for report detail
Module 3 Creating Dashboards Lesson 11 Configuring Dashboard Options
Creating Quick Filters
Drop-down list Check boxes Text box
List boxes
Option button
Creating Quick Filters

You can configure Quick Filters at any stage of the dashboard-building process. Many frame prototypes have sample Quick Filters that you can easily copy and configure. You configure Quick Filters by modifying the properties of the sample Quick Filter controls. To create Quick Filters in frames: 1. Ensure that the master document is connected to Dashboard Studio. 2. In Interactive Reporting Studio, select a frame. 3. If necessary, copy sample controls in the Quick Filters area. 4. Double-click the Quick Filter, configure its properties, and click OK. The Properties dialog box is displayed.
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Module 3 Creating Dashboards Lesson 11 Configuring Dashboard Options 5. Create and configure command buttons, if needed. 6. Repeat steps 2 through 5 for all other frames to which you want to add Quick Filters. 7. Maximize Dashboard Studio. 8. Perform a task: If you created filters in Table or Results sections in Interactive Reporting Studio, click Apply selections to your document on the Filters[6] page. Values for drop-down lists and list boxes are automatically loaded. If you created filters in the QIQ Filter Properties configuration frame in Dashboard Studio, the task is complete because Quick Filters are active as soon as you create them.
11-3
Configuring List Boxes and Drop-down Lists
qrqdrp for dropdown lists
Only list boxes
Configuring List Boxes and Drop-down Lists

The form for the object name is Some_Filter^qiqlbx^showname^a. You see qiqdrp instead of qiqlbx for drop-down lists. You modify these parts in the Object group box: Some_FilterReplace with the name of a column in the associated Table or Results section. In the column name, substitute underscores for spaces. Match the name to the column name in the Table or Results section; the name is case-sensitive. shownameReplace with hidename if you do not want the name of the filter item to be displayed on the first line of the drop-down list. aReplace with d if you want the filter values to be loaded in descending order, rather than ascending order. You can also select these settings:
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Module 3 Creating Dashboards Lesson 11 Configuring Dashboard Options LockedPrevents the control from moving on the dashboard when you are working in design mode. Allow Multiple SelectionsEnables users to select one or more values in a list box. This feature is not available for drop-down lists.
NOTE
Do not change the Visible and Enable settings.
11-5
Configuring Command Buttons
Example 1: One command button for all drop-down lists, list boxes, and text boxes in the frame
Example 2: One command button for one list box (Locality list box)
Configuring Command Buttons

Most of the time, you configure one command button to activate all Quick Filters that are in the form of drop-down lists, list boxes, and text boxes (see Example 1). With this configuration, you do not need to modify properties. If you want, you can change the title of the button. Alternatively, you can create separate command buttons for each control (see Example 2). You make copies of the sample command button provided in the frame, configure a command button for each control, and modify the object name and title: NameReplace the first item (before the first ^) with the filter name. The name must match a column in the corresponding Results or Table section. TitleEnter a name for the command button that indicates which filter is being set.
11-6
Configuring Check Boxes
Configuring Check Boxes

When configuring check boxes, you modify the Name and Title text boxes and select settings: NameReplace Some_Filter with the name of the column in the associated Table or Results section on which you want to set a filter. TitleEnter the filter value. The value must match the value in the associated Table or Results section column.
NOTE
The settings for check boxes are the same as the settings for list boxes and dropdown lists.
11-7
Configuring Text Boxes
Configuring Text Boxes

When configuring text boxes, you modify the Name and Title text boxes and select settings: NameReplace Some_Filter with the name of the column in the associated Table or Results section on which you want to set a filter. TitleDo not enter a default title. The user enters the filter value at runtime. In addition to the options that are available to list boxes, drop-down lists, and check boxes, these options are available to text boxes: PasswordDisplays text entered in the text box as asterisks. ScrollableProvides scrollbars for the text box. Scrollbars are useful if the text box requires large amounts of text.
11-8
Configuring Option Buttons
Configuring Option Buttons

When configuring option buttons, you modify the Name and Title text boxes and select settings: NameReplace the first item (before the first ^) with the name of the column in the associated Table or Results section on which you want to set a filter. Notice that the second item (after the first ^) is sequential: qiqrbt2, qiqrbt3, and so on. TitleEnter the filter value. The value must match the value in the associated Table or Results section column. If you want to include an option button that ignores the filter, enter qiqrbtall as the second item (after the first ^) in the Name text box. You can enter anything you want in the Title text box. For each group of option buttons, you must enter a name in the Group Name text box.
11-9
Creating Quick Slices
Creating Quick Slices

You can create Quick Slices at any stage of the dashboard-building process by modifying the properties of the sample check boxes in the frames. You can copy Quick Slice controls configured in one frame to other frames. Do not duplicate the radio buttons in the Quick Slice pane because they determine the axes in the embedded report on which to focus. To create Quick Slices in frames: 1. Ensure that you have associated the frames with their objects. 2. In the Section catalog in Interactive Reporting Studio, select a frame. 3. In the Quick Slice pane, copy the check boxes as needed.
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Module 3 Creating Dashboards Lesson 11 Configuring Dashboard Options 4. Set the properties for each check box: a. Double-click a Quick Slice check box. b. In the Name text box, replace Some_Column with the name of a Table or Results section column. c. In the Title text box, enter a display name for the control. d. Click OK. 5. Select another frame and select the frame where you created Quick Slices. Quick Slices are initialized. 6. Repeat steps 3, 4, and 5 for other frames to which you want to add Quick Slices.
11-11
Creating Links to Related Documents
Creating Links to Related Documents

You can create a drop-down list of related documents, such as files, folders, documents, and e-mail messages, at any stage in the dashboard-building process. You specify the information for each related document in the QIQ Related Document Properties configuration frame. To create links to related documents: 1. From the configuration drop-down list in Dashboard Studio, select QIQ Related Document Properties. 2. For each related document, specify the following items and click Add: Display name Document path Document handler (optional) 11-12 Interactive Reporting: Design Reports and Dashboards
Creating Wide Views
Creating Wide Views

You can configure which reports and graphics embedded in a frame are hidden when a user clicks the wide mode button on the dashboard toolbar. The wide-view feature essentially gives the effect of zooming in on the frame. Before configuring Wide View mode, you must overlay narrow charts and pivot reports and their corresponding wide versions. To prepare pivot repor ts and char ts in frames for Wide View mode: 1. In Interactive Reporting Studio, select a frame, and ensure that you are working in design mode. 2. Select View > Zoom > 50% to see the entire frame.
11-13
Module 3 Creating Dashboards Lesson 11 Configuring Dashboard Options 3. Drag the objects that you want displayed by default (standard view mode) onto the working area of the frame. Objects include pivot reports, charts, and other graphics and text. 4. Duplicate the objects that you want displayed in wide view mode, and arrange the duplicated objects on the frame. 5. Double-click the wide view mode object. The Properties dialog box is displayed. 6. Set the name of each duplicate object to match the name of the object from which it was duplicated, and add an underscore (_) at the end of the name. For example, if the standard view chart is named Chart1, the duplicated wide view mode chart must be named Chart1_. It is recommended that each wide view object have a corresponding version in standard view, as objects with an underscore (_) after the name are not displayed in the Associate[4] step in Dashboard Studio. Corresponding wide view and standard view objects are treated as the same object, so features applied in the Associate[4] and Properties[7] pages in Dashboard Studio apply to both objects. To create wide view mode for frames: 1. From the configuration drop-down list in Dashboard Studio, select Wide View Properties. 2. Under Dashboard Sections, select an option: All dashboards to list all the frames in the master document Configured dashboards to list only those frames that are configured for wide mode Unconfigured dashboards to list only those frames that are not configured for wide mode 3. From the list of dashboard sections, select a frame. 4. Select Start in Wide Mode to display the frame initially in wide mode. 5. From the Available Shapes list, select shapes and graphics that you want hidden in Wide Mode, and click the right arrow button. 6. Click Apply.
11-14
Configuring Hidden Facts in Pivot Reports
Configuring Hidden Facts in Pivot Reports

You use the Pivot Fact Properties configuration frame to configure the Hide Facts button on the dashboard toolbar. This frame becomes available after you associate frames and embedded reports on the Associate[4] page in Dashboard Studio. You can select facts in pivot reports that are to be initially displayed. Users can then select facts from the hidden facts drop-down list to display or hide them, as needed. To configure the initial display of facts in embedded pivot reports: 1. On the Associate[4] page in Dashboard Studio, ensure that you associated frames and embedded reports. 2. In Dashboard Studio, select the Pivot Fact Properties configuration frame. 3. From the Select Dashboard Section drop-down list, select a frame.
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Module 3 Creating Dashboards Lesson 11 Configuring Dashboard Options 4. From the Select Pivots list, select one or more pivot reports. 5. Move facts to the Facts Hidden Initially and Facts Visible Initially lists by clicking the arrow buttons. 6. Click Apply.
11-16
Configuring Sort Options for Pivot and Chart Reports
Configuring Sort Options for Pivot and Chart Reports

You can configure sort options for pivot and chart reports in dashboards. The options are the same as those for Pivot and Chart sections; you can sort labels alphanumerically or based on aggregated fact values. You can have Dashboard Studio configure sort options automatically. In this case, every possible sort option is listed in the dashboard. Alternatively, if you want specific sort options listed, you can configure them manually. To configure sort options automatically: 1. In Dashboard Studio, select the QIQ Sort Properties configuration frame. 2. Under Dashboards, select an option: All dashboards to list all frames in the master document
11-17
Module 3 Creating Dashboards Lesson 11 Configuring Dashboard Options Configured dashboards to list only those frames that are configured with sort options Unconfigured dashboards to list only those frames that are not configured with sort options 3. From the dashboards drop-down list, select a frame. 4. Select Use any existing Side Labels/X Categories to automatically create all possible sort combinations for the dimensions in pivot and chart reports. 5. Click Apply. To configure sort options manually: 1. In Dashboard Studio, select the QIQ Sort Properties configuration frame. 2. Under Dashboards, select a frame. 3. From the Embedded Sections drop-down list, select an embedded pivot report or chart. 4. Next to the Embedded Sections drop-down list, select Row/X or Column/Depth to view the list of dimension items. 5. From the Sort Options drop-down list, select a data function. 6. From the Available Columns list, select sort criteria that you want to make available in the dashboard, and click the right arrow button. 7. Repeat steps 2 through 6 until you configure the necessary sort criteria. 8. Click Apply.
11-18
Creating Annotations
Creating Annotations
An annotation is a short message that is displayed when you click the Help button on the dashboard toolbar. You can create annotations to explain dashboard features that lack tooltips. You create annotations by adding a text label to the content pane and configuring its properties. To create annotations: 1. Open a dashboard with Interactive Reporting Studio. 2. Select a frame. 3. In design mode, drag a text label from the Catalog pane to the location in the content pane where you want the annotation to be displayed.
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Module 3 Creating Dashboards Lesson 11 Configuring Dashboard Options 4. Configure the properties for the text label: In the Name text box, type qiqtip_<name>. In the Title text box, enter the annotation message. Clear Visible. 5. Click OK. 6. In run mode, click the Help button on the dashboard toolbar to verify that the annotation is displayed.
11-20
Setting Thresholds for Report Detail
Setting Thresholds for Report Detail

To keep a pivot report or chart view more manageable and readable, you can configure a frame to replace multiple depth or column labels with a single summary label. You can set a threshold on as many report items as you need, although all have the same threshold value. When setting thresholds, you must first determine the report items that require thresholds. Then, in Dashboard Studio, you make a few configurations and specify the threshold value. You can specify only one threshold value for all threshold items. Finally, you create labels for the threshold items by creating computed items. To set thresholds for repor t detail: 1. Identify the report item that requires a threshold. 2. In the QIQ Filter Properties frame, ensure that a filter is set on the report item.
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Module 3 Creating Dashboards Lesson 11 Configuring Dashboard Options 3. On the Associate[4] page, for the frames that contain the report item, select Allow first filter to be added to Z/Top Axis and click the Apply selections to your document button. 4. In the Active Filters list on the Filters[6] page, move the filter for the report item to the top of the list. 5. From the Auto Z/Top Axis Threshold drop-down list on the Properties[7] page, select a threshold value; that is, select the number of labels that you want to display for Auto Z/Top Axis items. To create summar y labels for threshold items: 1. In Interactive Reporting Studio, select the Table or Results section to which the report item with the threshold belongs. 2. Create a computed item: Put the name of the computed item in the form _autoz<filter name>; for example, _autozQuarter. Enclose the definition text in single quotation marks. The definition becomes the summary label in the report. To test thresholds: 1. Select a number of filter values fewer than the threshold. Individual columns should be displayed. 2. Continue selecting filter values until you exceed the threshold. If the number of columns is greater than the threshold, the summary label column should be displayed.
11-22
Summary
In this lesson, you should have learned to: Create Quick Filters Create Quick Slices Create links to related documents Create wide views of dashboard content Configure hidden facts in pivot reports Configure sort options for pivot and chart reports Create annotations Set thresholds for report detail
11-23
11-24
L E S S O N
1 2
Creating Dashboards with the WebDash Template
12
Objectives
At the end of this lesson, you should be able to: Describe the WebDash template Import documents into the WebDash template Describe the Build Dashboard configuration frame Create local filters, create frames, and populate frames by using the Build Dashboard configuration frame View dashboards created with the WebDash template
Module 3 Creating Dashboards Lesson 12 Creating Dashboards with the WebDash Template
WebDash Template Overview
A dashboard created with the WebDash template.
WebDash Template Overview

The WebDash template includes configuration frames that enable you to create dashboards solely within Interactive Reporting Studio or Workspace (that is, without Dashboard Studio). You can create a variety of report layouts and filters. This is an alternative to creating dashboards with Dashboard Studio. In general, dashboard templates contain components, which are document sections that provide dashboard functionality. The WebDash template includes the WebDash Builder component, which consists of configuration frames for creating dashboards. If a dashboard does not have a needed functionality, you may be able to add it by merging a component into your master document.
NOTE
Refer to Appendix B for information about merging components into master documents.
12-2
Importing Documents into the WebDash Template
Importing Documents into the WebDash Template

You begin by importing documents into the WebDash template. To import Interactive Repor ting documents into the Webdash template: 1. On the Start page in Dashboard Studio, select Webdash_Template. 2. Click the Launch Merge button. 3. On the Import tab, specify an Interactive Reporting document and save path. 4. Click Import and then OK when the import process is completed. 5. Click View to open the master document and then Close to close the Merge utility.
12-3
Build Dashboard Configuration Frame
Build Dashboard Configuration Frame

After creating a master document with the Webdash template, you open the master document and select the Build Dashboard configuration frame. This frame was added to the document when you imported the document into the WebDash template. It enables you to specify filters and lay out reports in dashboard frames. You can open the master document in Interactive Reporting Studio or Workspace because all you perform all dashboard configurations in run mode.
12-4
Creating Local Filters
Creating Local Filters

In the Build Dashboard configuration frame, you create local filters in the Create Local Filters section. To create local filters: 1. From the Results Section drop-down list, select a Results or Table section. 2. In the Columns list, select one or more columns and click the right arrow button. 3. In the Local Filters list, select a filter and click the up or down arrow button to change the order of the filters. The filters are listed in a drop-down list in dashboards.
12-5
Creating Frames
Add a new Dashboard
Creating Frames
In the Build Dashboard configuration frame, you create frames in the Create and Configure Dashboards section. To create frames: 1. In the Dashboard Name text box, enter a frame name. 2. From the Prototype drop-down list, select a frame prototype. 3. Click the Add a new Dashboard button. The frames are listed in the Navigation Targets list in the order in which the dashboard presents the frames. You can reorder the list and delete the home frame.
12-6
Populating Frames
Frame view
Populating Frames
In the Build Dashboard configuration frame, you add reports to frames in the Create and Configure Dashboards section. To populate frames: 1. In the Navigation Targets list, select a frame. 2. In the Available Objects list, select a report. 3. In the frame view, perform any task: Click the area of the frame where you want to add the report. Add pivot and chart reports to the same frame to enable users to switch between them in the same frame. Click a report to remove it from a frame. 4. Click Apply to complete the dashboard configuration. Interactive Reporting: Design Reports and Dashboards 12-7
Viewing Dashboards
Viewing Dashboards
You can view dashboard frames by selecting navigation tabs along the top of the dashboard. When you set a filter, the filter is applied to all reports in all frames. The toolbar provides the same options as the toolbar created by other templates.
12-8
Summary
In this lesson, you should have learned to: Describe the WebDash template Import documents into the WebDash template Describe the Build Dashboard configuration frame Create local filters, create frames, and populate frames by using the Build Dashboard Configuration frame View dashboards created with the WebDash template
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A P P E N D I X
A
A
Selection Techniques
This appendix contains common selection techniques.
Appendix A Selection Techniques These are common selection techniques:

Action Keyboard Shortcut
Select All Auto-size Copy to the clipboard Paste Contiguous selection
Press Ctrl+A. Press Ctrl+E. Press Ctrl+C. Press Ctrl+V. Press Shift+ and select the last item in the range. Contiguous item selections are not possible in the Chart section. Press Ctrl+ and select each item. Press Alt + and select the total label. Press Ctrl+S. Press Alt+End. Press Page Up, Page Down, or use the scroll bar in the application.
Discontiguous selection Highlight a total row in a pivot report Save a document Cancel a query Scroll through a report
A-2
A P P E N D I X
B
B
Adding Components
This appendix provides a lesson on adding components to master documents. At the end of this lesson, you should be able to: Describe dashboard components Merge components into master documents Configure components Create chart shade options Create dynamic headings Create spotlighted charts Display graphic gauges
Appendix B Adding Components
Components Overview
Components: You can customize dashboards by adding components that are not available in standard dashboard templates; for example, a component to enable users to process queries and set query filters. You do not need to understand JavaScript as the components are created by JavaScript developers. You add components to master documents or templates.
Components Overview
Components are document sections that provide functionality that is not available in standard dashboard templates. A configuration screen is typically available for setting properties and options. Hyperion Solutions periodically posts components and installation instructions on the Hyperion Developer Network at http://dev.hyperion.com/download/code_library/dashboard_builder_components. cfm. Available components:
Lookup
Enables users to launch an Internet-based mapping provider, such as Yahoo maps, to show the location of an address selected from an embedded table in a dashboard Enables users to switch the internal color palette used in charts to a set of predefined custom colors.
Chart Shade
B-2

Conditional Navigation Conditional Subqueries Copy Scale Drill and Slice Format Header Graphic Gauges Ignore Percentile Maps Metadata
Enables you to specify fixed navigation labels (labels displayed on every frame) and conditional navigation labels (labels displayed only on selected frames and based on query filters). Enables users to sort through many detailed transactions to highlight lowlevel exceptions and identify the small number that fail to meet the required threshold Enables you (report developers) to configure chart axes to behave differently than the default behavior applied by Interactive Reporting Studio Enables you to create a hierarchy of local filters for navigating through a set of data in a document Enables you to dynamically generate headers for dashboard frames and reports, based on the filters applied to the dashboard Enables users to visually summarize information using gauges Enables users to discard outlying values from one or more results sets Enables you to spotlight graphical elements by using prebuilt maps Enables users to view the metadata associated with data within a dashboard
Point of View (POV) Enables users to manipulate views embedded in dashboards (applies to Hyperion System 9 BI+ Enterprise Metrics Studio, Hyperion System 9 BI+ Web Analysis Studio, and Hyperion System 9 BI+ Financial Reporting Studio) Query Limits Quick Query Limits Tree Enables users to refresh report data by processing queries and resolving variable filters Enables you to manage the display and selection of query filters and the processing of queries (Users can set query filters that you configure.) Tree Limits part of this component: Enables users to manipulate tree views to apply filters to Query, Data Model, or Results sections Tree View part of this component: Enables you to display hierarchical objects as a tree inside a list box WebDash Builder Blank Enables users to build dashboards in any environment (including Web plug-ins) by using a single configuration frame Enables you to create custom components
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Merging Components into Master Documents
Merging Components into Master Documents

When merging components into master documents, you configure the Merge tab in the Dashboard Studio Merge Utility: Merge method: - Select Two To One to create one output file that contains the contents of the original master document and the component. If you specify the same document for the save path and primary document, you can overwrite the original master document. - Select Many To One to merge multiple documents from one folder into one output file. You can create reports in separate documents and combine them to create dashboards. Select and Reorder Sections: When you merge components into master documents, do not select this option. You want to merge all sections from component files, and the order does not matter.
B-4
Appendix B Adding Components Remove duplicate images from the final document: Select this option if the master documents or components contain duplicate images and you want to streamline the output file. Primary Document: Select the master document to which you want to add components. The file type that you specify (regular document, master document, or template) determines the file type for the output file. Secondary Document: Select the component file. Save Path: Specify the location and file name for the output file. Use the Import tab if you want to merge master documents to avoid duplicating hidden sections.
B-5
Configuring Components
Configuring Components
Many components have a configuration frame where you select options and specify information so that the components work with dashboard content. Configuration frames have common features, such as Restore, Clear All, Apply, navigation, refresh, home frame, and help.
B-6
Creating Chart Shade Options
Creating Chart Shade Options

The Chart Shade component (Chartshade_component.bqy) enables users to switch between solid chart colors and hatched monochrome patterns.
B-7
Merging the Chart Shade Component
Merging the Chart Shade Component

Open Dashboard Studio and merge these sections from the Chart Shade component into a master document: Qiq_chartshadeContains the code and properties required to set the chart colors Chart Shade Properties (configuration frame)Enables you to select palette choices for the Color button drop-down list
B-8
Adding and Configuring Color and Hatch Buttons
Color button
Script for Color button
Adding and Configuring Color and Hatch Buttons

After merging the Chart Shade component, you must add and configure the chart shade buttons (Color and Hatch) to the frames where you want to provide chart shade options. To add Color and Hatch buttons to a frame and configure them: 1. In a dashboard frame, work in design mode. 2. From the Resources list in the Catalog pane, drag the chart_palette and chart_hatching graphics to the content pane. You can position the graphics at the end of the toolbar. These graphics are referred to as the Color and Hatch buttons. 3. Configure the Color button:
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Appendix B Adding Components a. In the content pane, select the chart_palette graphic, right-click, and select Properties. b. Set the Name property as pic^Qiq_chartshade^color and click OK. 4. Configure the Hatch button: a. In the content pane, select the chart_hatching graphic, right-click, and select Properties. b. Set the Name property as pic^Qiq_chartshade^hatch and click OK. 5. Add scripts to the graphics: a. Select any toolbar button, right-click, and select Scripts. The following script is displayed: ActiveDocument.Sections[txlMe.Text].Qiq_onControlClick(this. Parent,this). b. Copy the script, including the carriage return, to the clipboard. c. Select the chart_palette graphic, right-click, and select Scripts. d. Paste the script, including the carriage return, and click OK. e. Repeat steps c and d for the chart_hatching graphic. 6. Change to run mode.
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Loading and Modifying Color Palettes
Rename palette
Loading and Modifying Color Palettes

In the Color Palette Properties configuration frame, you select the palettes that you want to make available in the document. By default, palettes are stored under C:\Hyperion\BIPlus\DDS\palettes. You can also edit color palettes; for example, you can change the names of palettes, remove palettes, and modify palette colors.
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Procedures
Steps
Load palettes
1. Click Browse. 2. Select a palette file and click Open. 3. Click Add.
Rename palettes
1. In the Available Palettes list, select a palette. 2. In the Selected Palette Name text box, enter a name. 3. Click the Rename palette button.
Modify palette colors
1. Click a bar. 2. In the Color dialog box, click a color. 3. Click OK.
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Configuring the Chart Shade Component
Configuring the Chart Shade Component

You configure the Chart Shade component in the Chart Shade Properties configuration frame, and specify the palettes that you want to make available in the Color button dropdown list. Applying color palettes: After creating chartsAll charts take on the colors in the palette, even if you add the charts to frames and associate the charts with their frames. Before creating chartsThe palette colors are applied after you associate the charts with their frames and click the Chart Shade buttons.
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Appendix B Adding Components To configure the Char t Shade component: 1. In a master document, select the Chart Shade Properties section. 2. Under Palette Configuration, select configuration options: Concatenate Palettes Refresh All Charts If Refresh After ProcessIf you set the underlying Chart sections to refresh after processing, select this option so that data added to the charts after processing takes on the same shading. This process may be slow for multiple frames and chart reports. 3. In the Available Palettes list, select the palettes that you want to make available in the Color button drop-down list, and click the right arrow button. 4. Click Apply.
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Creating Dynamic Headings
With filters set
Without filters set
Creating Dynamic Headings

In frames, the Format Header component (Formatheader_component.bqy) enables you to add to frames headings that reflect filter values. You can also add dynamic headings to Report sections.
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Merging the Format Header Component
Merging the Format Header Component

Open Dashboard Studio and merge these sections from the Format Header component to a master document: Hysl_fmtHeadContains the code and properties required for the component to work Format Header PropertiesProvides the interface for you to configure the dynamic headings in each frame
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Configuring the Format Header Component
Configuring the Format Header Component

To configure the Format Header component, you add text labels to frames, select the Format Header Properties configuration frame, and specify these heading parts: Static titleText in the heading that is always displayed, even if filters are selected in the frame. PrefixesFilter values that are displayed as prefixes in the heading. You can also define a default prefix value. SuffixesFilter values that are displayed as suffixes in the heading. The order in which prefix and suffix filter columns are displayed in the configuration frame is the order that the values are displayed in the heading. By default, all prefixes and suffixes are displayed. You can, however, assign filters to a hierarchy to display the value for only the lowest defined filter. You can also specify conditional formatting for prefix and suffix values.
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Appendix B Adding Components Example 1: Suppose the Locality and City filters are selected as prefixes for a heading, Part of Hierarchy is selected for both, and Locality is listed first in the Prefix Filter Columns list. If you apply Locality = CA in the dashboard, CA is displayed in the heading. If you apply City = Long Beach in the dashboard without clearing the Locality filter, Long Beach is displayed in the heading instead of CA. If you do not assign the filters to a hierarchy, both CA and Long Beach are displayed in the heading. Example 2: Suppose Year and Quarter are defined as prefixes. You want to display a dash between the year and quarter value (for example, 2006-Q1) when both filters are set, but you do not want to display a dash if only the Quarter filter is set. To do this, select the Quarter filter, enter the dash in the Left format characters text box, and select Show if prior filter exists. To configure the For mat Header component: 1. In Interactive Reporting Studio, open a master document. 2. In the frame where you want to display a heading, perform these tasks: a. Select design mode. b. From the Catalog pane, drag a Text Label to the content pane and position it where you want to display the heading. c. Select the Text Label, right-click, and select Properties. d. In the Name text box, type txlFrameTitle and click OK. 3. Select run mode. 4. Select the Format Header Properties section. 5. From the first list box, select the frame that contains the heading. 6. Optional: In the Static Heading text box, enter a default title. 7. Under Configure Header Columns, select Prefix or Suffix. 8. Under Define Format, perform these tasks: a. Enter the format characters to apply to the filter value.
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Appendix B Adding Components b. Select Show if prior filter exists to apply the format only if you set a value from a prior filter in the list. If you do not select this option, the format is always displayed. 9. Under Select Header Columns, perform these tasks: a. Select the filter to set as a prefix or suffix. b. Select Part of Hierarchy to make a filter part of a hierarchy. c. Change the order of filters by clicking the up or down arrow buttons. d. Enter a default prefix or suffix for the frame, if necessary. 10. Click Apply. To test the For mat Header component in a frame: 1. Select a frame that has a header configured. 2. Set one or more filters and view how the header changes according to the filter values.
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Adding Dynamic Headings to Report Sections

Dynamic heading
Adding Dynamic Headings to Report Sections

For documents with the Format Header component, you can display dynamic headings in Report sections. The dynamic headings from the dashboards are listed in the Catalog pane under HYSL Report Headings. To add dynamic headings to Repor t sections: 1. In Interactive Reporting Studio, select a Report section. 2. In the Catalog pane, expand HYSL Report Headings. 3. Drag dynamic headings to report headers, report footers, page headers, and page footers.
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Creating Spotlighted Charts
Pivot report is spotlighted.
Bars in the chart are color coded that same as the Pivot report.
Creating Spotlighted Charts

The standard templates include a component that enables you to color-code (spotlight) the bars of vertical and horizontal charts or the segments of pie charts. A spotlighted chart is locked; therefore, a user cannot use the 2D/3D, chart type, and legend options on the dashboard toolbar to modify the chart. The Chart Shade component does not affect spotlighted charts.
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Process for Creating Spotlighted Charts

1. Create a master document. 2. Create a summary table. 3. Create a chart. 4. Associate the chart with the frame. 5. Configure the spotlight conditions.
Process for Creating Spotlighted Charts

1. Use a Dashboard Studio template to create a master document. Templates include the configuration frames necessary for creating spotlighted charts. Be sure to include results data for charts. 2. In the master document, use the Create Summary Table configuration frame to create a summary table. 3. In the master document, create a chart from the summary table and add it to a frame. 4. In Dashboard Studio, associate the chart with the frame. 5. In the master document, use the Chart Spotlight Properties configuration frame to configure the spotlight conditions for the chart.
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Creating Summary Tables for Spotlighted Charts
Creating Summary Tables for Spotlighted Charts

You create summary tables to summarize results data at the same level as charts. That way, you can define spotlight conditions for summary-level data. You configure summary tables in the Create Summary Table configuration frame, which has two sections: Grouping Column ConfigurationThe columns that you add to the Grouping Columns list determine the level of aggregation in the summary table and chart. If you add one column, do not specify a grouping column name (the selected column becomes the grouping column). If you add two or more columns, specify a unique name for the computed item created with the concatenated columns.
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Appendix B Adding Components Summary Table ConfigurationSelect all columns that you want to include in the summary table and chart. The summary table name must be unique in the document. The data function that you select is applied to the items in the Summary Fact Columns list. The items that you add to the Summary Fact Columns list identify the columns for which you want to create summary computed items. The items that you add to the Summary Table Columns list identify the columns that you want to add to the summary table. To create summar y tables for spotlighted char ts: 1. In run mode in a master document, select the Create Summary Table section. 2. Under Grouping Column Configuration, configure the Grouping Column: a. From the Table/Results Section drop-down list, select the Table or Results section that contains the chart data. b. In the Available Columns list, select columns and click the right arrow button to add them to the Grouping Columns list. c. In the Grouping Column Name text box, enter a name if necessary. 3. Under Summary Table Configuration, configure the summary table: a. In the Summary Table Name text box, enter a name for the Table section that contains the summarized data. b. From the Function drop-down list, select the data function by which the facts in the summary table are to be aggregated. c. In the first Available Columns list, select columns and click the right arrow button to move them to the Summary Facts Columns list. d. In the second Available Columns list, select columns and click the right arrow button to move them to the Summary Table Columns list. 4. Click Create.
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Creating Charts from Summary Tables
Creating Charts from Summary Tables

After you create a summary table, you insert a Chart section off that table. In the Chart section, add items to the Data Layout pane to create the chart. The chart type must be vertical bar, horizontal bar, or pie. Other chart types cannot be spotlighted. Next, add your chart to a frame. You may first need to create a frame for your chart in Dashboard Studio.
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Associating Spotlighted Charts with Frames
Associating Spotlighted Charts with Frames

The chart you just created needs to be associated with its frame in Dashboard Studio. To associate spotlighted charts with their frames: 1. Connect the master document to Dashboard Studio. 2. Navigate to the Associate[4] page. 3. Click the Make best-guess associations button. 4. Click the Apply selections to your document button.
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Configuring Spotlight Conditions
Configuring Spotlight Conditions

You configure spotlight conditions for charts in the Chart Spotlight Properties configuration frame. This frame also enables you to configure color conditions for shapes on frames. For example, you may want to include circles that represent color indicators or points on a map. You can spotlight only vertical bar, horizontal bar, and pie charts; therefore, the Unconfigured Dashboards list displays only the frames that contain those chart types. When you finish configuring, the spotlighting takes effect. As you select filters in the frame, the colors are recomputed.
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Appendix B Adding Components To configure spotlight conditions for char ts: 1. In the master document, select the Chart Spotlight Properties configuration frame. 2. Under Dashboards with Charts, select Unconfigured Dashboards and select the frame that contains the chart. 3. From the Chart Section/Shape Set drop-down list, select the chart that you created for spotlighting. The underlying Table section for the chart is displayed under Table Section. 4. From the Labels Column drop-down list, select a column that is associated with the chart x-axis. 5. From the Value Column drop-down list, select a value that corresponds with the chart x-axis label. This list displays columns from the table from which the chart was built. 6. Select Create Color Column, and enter a name for the computed column that will contain the color-coding definitions. 7. For each color condition, repeat these tasks: a. Select an operator and enter a value. b. Select a palette and color. c. Click the right arrow button to add the condition to the conditions list. 8. Click Apply.
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Displaying Graphic Gauges
Displaying Graphic Gauges

The Graphic Gauges component (GraphicGauges_component.bqy) provides a way of visually summarizing information using graphical images. A gauge is similar to a bar in a spotlighted chart, where colors (or images for gauges) are displayed based on performance. A gauge is a set of stacked images. By default, all images are invisible and have an associated rule to indicate which image is visible. For example, when conditions are excellent, the image that conveys excellence is visible and all other images are invisible. Conversely, when conditions are bad, the image that conveys the need to take remedial steps is visible and all other images are invisible.
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Samples of Gauge Controls
Example
Samples of Gauge Controls

The Gauge Control component comes with several gauge sets. You can also provide your own gauge sets.
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Process for Displaying Graphic Gauges

1. Merge the Graphic Gauges component. 2. Create a summary table. 3. Create reports off of the summary table. 4. Create a computed item that assigns gauge values to data ranges. 5. Add gauges and reports to frames. 6. Set gauge properties.
Process for Displaying Graphic Gauges

1. Merge the Graphic Gauges component into the master document. 2. Create a summary table containing the data that you want to gauge. 3. Create table, chart, and pivot reports from the summary table to accompany the gauges (optional). 4. In the summary table, create a computed item that assigns gauge values to data ranges. 5. Add gauges and reports to frames. 6. In the Gauge Properties configuration frame, set gauge properties.
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Merging the Graphic Gauges Component
Merging the Graphic Gauges Component

Open Dashboard Studio and merge these sections from the Graphic Gauges component to the master document: Gauge Properties: Interface where you configure the gauges in each frame Gauge Samples: Gauge controls Hysl_gg: Code and properties required for the component
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Creating Summary Tables for Graphic Gauges
Creating Summary Tables for Graphic Gauges

Configure the Create Summary Table to create a table that summarizes the data that you want to gauge.
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Creating Reports to Accompany Gauges
Creating Reports to Accompany Gauges

Create tables, charts, and pivot reports from the summary table to accompany the dashboard gauges.
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Assigning Gauge Values to Data Ranges
Assigning Gauge Values to Data Ranges

In the summary table, you create a computed item that assigns gauge values to the data ranges. Use if-then-else logic. Later, you select a graphic control that has the same number of gradations as ranges in the data. In the slide example, you would select a graphic control that has five gradations.
NOTE
The Graphic Gauges component uses "_._" as a separator. Therefore, do not use the string in table or column names (for example, Gauge_._Table or My_._Column).
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Adding Gauges and Reports to Frames
Adding Gauges and Reports to Frames

If you want to display reports with the gauges, you must first create dashboard frames in Dashboard Studio, add reports to the frames, and associate the reports with the frames. Then, you add gauge sets for the items that you want to measure. You can name gauge sets according to the items that they measure. You may also want to resize the reports in their original sections and in the frame so that there is room to position gauges next to report items. To add gauge sets to frames: 1. In the master document, select the Gauge Samples section. 2. In design mode, drag a rectangle around a gauge set and its label. 3. Press Ctrl+C to copy to the gauge set.
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Appendix B Adding Components 4. Select the dashboard frame. 5. Drag temporary command buttons onto the frame. Because the gauge sets appear below and slightly to the right of the buttons, position them slightly higher than where you want to display the gauge sets. Align the buttons. 6. For each command button, select it and press Ctrl+V to paste the gauge set. 7. Delete the command buttons.
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Setting Gauge Properties
Setting Gauge Properties

The final step is to set gauge properties in the Gauge Properties configuration frame:
Interface Element Description
Gauge Table Value Range Column Label Column Gauge Label
Name of the summary table in which you created the computed item that assigns gauge values to data ranges. Name of the computed item that associates gauge values with data ranges. Name of the column that contains gauge labels; for example, a Region column contains the values East, North, South, and West. Values from the label column. It is populated after you select a label column.
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Appendix B Adding Components To set gauge properties: 1. In the master document, select the Gauge Properties configuration frame. 2. Under Dashboards with Gauges, select Unconfigured Dashboards and select the frame that contains the gauges. 3. Under Gauge Configuration, select the gauge table, value range column, and label column. 4. For each gauge label, select graphics from the gauge set: a. Select a gauge label. b. From the Available Gauges list, select the graphics that you want to include in the gauge set for that label. c. Click the right arrow button. d. Repeat steps a, b, and c for each gauge label. 5. Click Apply. 6. Select the frame that contains the gauges. The gauges reflect the values in the value range column.
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Summary
In this lesson, you should have learned to: Describe dashboard components Merge components into master documents Configure components Create chart shade options Create dynamic headings Create spotlighted charts Display graphic gauges
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A P P E N D I X
Importing and Merging Documents in Dashboard Studio
This appendix contains information about using Dashboard Studio Merge Utility to perform these tasks: Mass-producing master documents Consolidating dashboard content
Appendix C Importing and Merging Documents in Dashboard Studio
Mass-Producing Master Documents

Rather than create one master document at a time, you can use the Import feature in Dashboard Studio to take several documents at one time and create one or more master documents. You have two options: Many To One: Combine sections from documents, all located in the same folder, with a dashboard template to create a single master document. Many To Many: Combine each document in a folder with a dashboard template to create multiple master documents.
Keep in mind: All the documents must be located in the same folder. You cannot specify individual document sections to be combined. During the import process, document sections are renamed, if necessary, to avoid duplication. Dashboard template sections are not duplicated.
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Appendix C
To combine two or more documents with a dashboard template: 1. Place all the documents in the same folder. 2. In the Create a Document From Template list in Dashboard Studio, select a dashboard template. 3. Click the Launch Merge button. The Dashboard Studio Merge Utility is displayed. 4. On the Import tab, select Many To One or Many To Many. 5. Specify the folder where the documents are located. 6. Specify a save path: For the Many To One option, specify a file name. For the Many To Many option, specify a folder. The extension _esm is automatically added to the end of each file name to indicate that the file is a master document. 7. Click Import. The import process is completed, and a summary report dialog box is displayed. 8. Click OK. 9. In the Import dialog box, click Close.
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Example: Many To One

In this example, the sections from Doc1.bqy and Doc2.bqy are combined with a dashboard template, resulting in a new master document named ManyToOne_esm.bqy. The Doc1.bqy and Doc2.bqy documents are preserved in their original state.
ManyToOne_esm.bqy
Dashboard template sections
Doc1.bqy
Doc2.bqy
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Appendix C
Example: Many To Many

In this example, Doc1.bqy is combined with a dashboard template, resulting in a master document named Doc1_esm.bqy. The Doc2.bqy document is also combined with the dashboard template, resulting in a second master document named Doc2_esm.bqy.
Doc1_esm.bqy
Doc1.bqy
Doc2_esm.bqy
Doc2.bqy
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Consolidating Dashboard Content

You can combine sections from two or more documents to create a third, composite document by using the Merge feature in Dashboard Studio. Combining is useful if several report developers created queries and reports in different documents, and you want to combine the work into a single document. This also makes it easy to present all the reports in a singe dashboard application because they are all available in the same document. Merge options: Two To One: Combine sections from two documents, known as primary document and secondary document, to create a new document. You can specify particular sections to be merged from the secondary document and set their order in the new document. Many To One: Combine sections from three or more documents, all located in the same folder, to create a new document. You cannot specify particular sections to be merged. You also cannot set the order of sections in the new document.
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Appendix C
NOTE
As sections are added to the resulting document, sections that have duplicate names are renamed.
To merge documents: 1. In Dashboard Studio, click the Launch Merge button. The Dashboard Studio Merge Utility is displayed. 2. Select the Merge tab. 3. Select Two To One or Many To One. 4. Perform one of these tasks: If you selected Two To One in step 4, specify the primary document, the secondary document, and the resulting file name and path. If you selected Many To One in step 4, specify the folder where the documents are located and the resulting file name and path. 5. Click Merge.
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Example: Two To One

In this example, Doc1.bqy and Doc2.bqy are merged to create a third document named Doc2_merged.bqy.
Doc1.bqy Doc2_merged.bqy
Doc2.bqy
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Appendix C
Example: Many To One

In this example, Doc1.bqy, Doc2.bqy, and Doc3.bqy are merged to create a third document named AllDocsMerged.bqy.
Doc1.bqy AllDocsMerged.bqy
Doc2.bqy
Doc3.bqy
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Glossary
Annotation An annotation is a short message that is displayed when you click the Help button on the dashboard toolbar. Checkpoint A Checkpoint is a captured dashboard state. Component A component is a set of document sections that add functionality to dashboards. Connection file A connection file, also known as an Open Catalog Extension (OCE), contains the information needed to connect Query sections to databases, including database software types, API software types, host names, database names, protocol types, and parameters. Dashboard A dashboard is an analytic application that enables users to view and manipulate reports on the same frame. Data Model A data model is a view of database information and represents a particular business activity. It is displayed in the content pane of a Query section and acts as a building block for queries. Dimension A dimension is a topic in a data model that contains descriptive information. Fact A fact is a topic in a data model that contains factual information.
Frame prototype A frame prototype is the basis from which dashboard frames are created. Grain The grain of data is the level of detail at which measures are recorded. Item An item represents a database column in Query sections.
Master data model A master data model is a data model from which you can build multiple queries. Master document A master document is a document that contains queries, reports, and a dashboard template.
Glossary
Metadata Metadata is stored in database tables and describes the history, content, and function of database tables, columns, and joins in understandable business terms. Metatopic A metatopic is a customized, virtual topic, that simplifies the view of a data model and makes the query building process easier and more efficient for end users. Navigation target another frame. A navigation target is a frame to which you can navigate within
Query A query is a set of database instructions that returns an answer set to a specific question. Quick Filter A Quick Filter is a filter option displayed on a dashboard. It enables users to quickly and easily set filters in dashboard reports. Quick Slice report. Smart Report A Quick Slice is an item that you can add or remove from a dashboard A Smart Report is a pivot or chart report embedded in a Report section.
Topics A topic represents a database table in Query sections. Variable filter A variable filter is a filter configured to prompt for value selection during query processing. WebDash Builder component The WebDash Builder component enables you to create dashboards in Interactive Reporting Studio and Workspace.

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Hyperion Education Services

Hyperion System 9 BI+ Interactive Reporting: Design Reports and Dashboards

Module 1: Getting Started Lesson 1: System 9 Overview

Lesson 2: Viewing Documents

Module 2: Creating Queries and Reports Lesson 3: Querying Data Sources

Interactive Reporting: Design Reports and Dashboards

3-34 3-35 3-36 3-37 3-38 3-39 3-40

Lesson 4: Creating Table Reports

Lesson 5: Creating Pivot Reports

Interactive Reporting: Design Reports and Dashboards

Lesson 6: Creating Chart Reports

Lesson 7: Creating Band-Style Reports

Interactive Reporting: Design Reports and Dashboards

Lesson 8: Creating Computed Items

Module 3: Creating Dashboards Lesson 9: Dashboards Overview

Interactive Reporting: Design Reports and Dashboards

Lesson 10: Creating Dashboards with Dashboard Studio

Lesson 11: Configuring Dashboard Options

Interactive Reporting: Design Reports and Dashboards

Lesson 12: Creating Dashboards with the WebDash Template

Appendix A: Selection Techniques Appendix B: Adding Components

Interactive Reporting: Design Reports and Dashboards

B-29 B-30 B-31 B-32 B-33 B-34 B-35 B-36 B-38

Appendix C: Importing and Merging Documents in Dashboard Studio

Interactive Reporting: Design Reports and Dashboards

Interactive Reporting: Design Reports and Dashboards

A tip provides information that helps you work more efficiently.

Interactive Reporting: Design Reports and Dashboards

Interactive Reporting: Design Advanced Reports

Interactive Reporting: Design Reports and Dashboards

Module 1 Getting Started Lesson 1 System 9 Overview

Hyperion Business Performance Management

Integrated Management Process

Start Anywhere Approach

Hyperion Business Performance Management

Interactive Reporting: Design Reports and Dashboards

Module 1 Getting Started Lesson 1 System 9 Overview

Interactive Reporting: Design Reports and Dashboards

Module 1 Getting Started Lesson 1 System 9 Overview

Interactive Reporting: Design Reports and Dashboards

Module 1 Getting Started Lesson 1 System 9 Overview

Hyperion System 9 Strategic Finance Hyperion System 9 Performance Scorecard

Interactive Reporting: Design Reports and Dashboards

Module 1 Getting Started Lesson 1 System 9 Overview

Data Management Services

Interactive Reporting: Design Reports and Dashboards

Module 1 Getting Started Lesson 1 System 9 Overview

Interactive Reporting Architecture

Browser and Workspace (Information consumers)

Browser and Interactive Reporting Web Client (Analysts)

Web server (Servlets)

Interactive Reporting Services and Foundation Services

Interactive Reporting Architecture

Interactive Reporting: Design Reports and Dashboards

Interactive Reporting: Design Reports and Dashboards

Module 1 Getting Started Lesson 1 System 9 Overview

Interactive Reporting: Design Reports and Dashboards

Module 1 Getting Started Lesson 1 System 9 Overview

Interactive Reporting: Design Reports and Dashboards

Module 1 Getting Started Lesson 2 Viewing Documents

Opening and Saving Documents

Two ways to control document functionality: