Brio Basics+
What is Brio
Brio is a Desktop Application
Brio is Microsoft Excel with “SQL” behind it
Brio has similar function as Microsoft Access
Create Spreadsheets from Results and/or Pivots
Break Totals and Grand Totals like QMF
Create Categories of data columns within the Results
Create Computed Items (If …Then statements)
Outstanding Pivot Function
Drill Down in Brio Charts and Pivots
Copy a Brio Chart into Microsoft PowerPoint
Create BrioQuery Data Model
Import Excel Spreadsheets – Local Result Tables
Import SQL query into Brio
Use QMF Save Data Tables
Using the same QMF id and password
Table of Contents
1. Getting started
2. Modifying your query
3. Joins
4. Additional Limits
5. Computed Items
6. Pivot section
7. Report section
8. Saving your outcome
9. Hints and tips
10. Union Queries in Brio
11. Using QMF Tables or Importing Excel Files
12. Subqueries in Brio
13. Importing QMF Queries into Brio
14. Using ‘Local Results’ in Brio
15. Using the EIS Section
1. Getting Started
Start BRIO Explorer
– Go to Start All Programs Brio Brio Enterprise Explorer
– Open the OCE file
Click on “Browse” next to Recent Catalog Extensions
Click on “Open Catalog Extensions” folder
Select BRIO 6.0 SAMPLE 2 – ADVANCED.OCE
Request/Sort/Limit
– Request is similar to the Select
statement in a QMF query - This
line will hold the data elements
you wish to see in your results.
– Sort equates to the Order by
statement in a QMF query – It
orders the results of your query.
– Limit is the Where statement –
These are the criteria placed
against the data you’re pulling.
Results
– After following the previous
steps and hitting Process
you’ve run a simple query
Return to query that grabbed all the
PRODUCT_ID values
within the PRODUCTS
table.
Number of rows
Something go wrong?
– The requested data
elements were returned;
however, no values are
present.
That means there are no
Product Categories named
Click here to return
to the query
“ABC”.
2. More Results
3. Getting complex
3. Joins
Joins
– Default join is Simple
Where the tables are joined
(relationally) based on like
values between the two
tables.
– Other types of Joins
Outer
Left
Right
– Override
You can also right-click the
line drawn between the
tables and hit Remove. Then
by dragging a value from one
table to the other you can
Types of Joins perform your own join.
Adding a Sort
– Drag the
STATE_PROVINCE from the
STORES table to the Sort
line.
It won’t let you do it! This is
Brio’s way of ensuring you
sort only on what you’ve
selected in the query.
– Instead, drag
STATE_PROVINCE from the
Request line.
3. Custom SQL
2) Click Close
when done
3) Click Process
from the tool bar
1) Click View from the
tool bar; then click Custom SQL
from the drop down to view the query
that has been created.
Grand Total
Break Totals
Break Totals
– In the ‘Every Break In’
choose
‘STATE_PROVINCE’
– Select ‘SUM’
– In the ‘Add Total To’ choose
‘AMOUNT_SALES’
Every Break In
– Click “OK”
Sum
Add Total To
5. Computed Item
3) Click on “/”
5) Click OK
5. Formatting Columns
The Computed Item column is
simply math between the two
columns that were specified
when setting the column up.
The results are calculated out to
the default number of decimals.
Left click here to
highlight the
To insert a fixed text in a
entire column Computed Item, enter the text in
‘…’
To change the format, choose
the entire column (by left clicking
at the top of the column),
then right click anywhere in the
Choose Number
column
– and choose Number.
Currency and $
with 2 decimals
5. Grouping
Not to be confused with the
“grouping” that is done in a
QMF query.
– Grouping in this case will take
a series (or string) of values
and assign a specific value to
them.
For example, you can assign
the value of Small, Medium or
Large to a subset of Product
Options: to define IDs.
what happen with – be aware by creating a
ungroup values grouping column, because of
new values which are not relate
to the groups, go to options
Select the Product ID
column; then right click
and define what will happen
and choose with this values, otherwise
Add Grouping Column. BRIO set it default to 0
Pivot
– Allows additional analytical
flexibility in a spreadsheet
format.
Choose Insert from the tool
Pull Down Menu bar, then choose New
Insert Pivot.
Choose New Pivot
You’ll be presented with a
Data Elements
blank landscape with a list
------- of available data elements
Label and Fact placement and locations to drag and
drop.
Start by dragging:
– STATE_PROVINCE to
Side Labels,
– AVERAGE_SALES to the
Facts box,
– STORE_TYPE to the Top
Labels.
The above will provide a
spreadsheet-like
presentation of your chosen
Pivot Handles results.
6. Pivot in Motion
6. Drilling Up
When you perform a Drill up,
remember that you must
choose the “column” that
resulted from you Drill down.
You can also drill down the
Store Name for the entire
column. To do this, click on the
white label at the bottom of the
State Province column – the
column will turn black. Then
right click and choose Drill
anywhere Store Name.
The store name
is the result from
With focus on items you can
the drill down: choose display only this specific rows.
this to drill back up. To cancel this focus click right
and choose show hidden
items.
6. Adding Totals
Right click
6. Adding Subtotals
Grand Total
6. Adding Subtotals
Subtotals – one total for each
state province – will appear.
You can change the font,
colors, alignment etc. of the
total fields. If you want to
change the background color of
the total fields, click first on one
of the total fields and then on
the Fill color icon from the tool
Fill Color bar.
To change the background
color of the whole row, hold the
Alt key (to highlight the whole
row) and left click
simultaneously, then click on
the Fill color icon.
To activate the top and side
labels go to format and corner
labels
You can also activate or cut off
the date labels via Format,
Data Labels
7. Creating a Report
Cancelling queries
– If the query is taking too long, or you realize you have forgotten to include
something then you can cancel it. To do so, press the ALT and the END
keys simultaneously. This may not have an immediate effect but the query
will stop once the data is being sent back to BRIO.
How do you know BRIO is processing a query?
– BRIO indicates that it is trying to connect to the data source by the words
‘Waiting for Server’ appearing in the bottom left hand corner of the screen.
Once BRIO has connected and is retrieving data this message will change
to ‘Retrieving Rows (Alt-End to cancel)’. This means that the query has run
within DB2, and the data is being sent back across the network. If you have
requested the data to be sorted or are reprocessing a query which has a sort
or a calculation in the data model then the messages ‘Sorting’ or
‘Calculating’ will be shown. When the query has finished the Results screen
will appear automatically.
You will be presented with a dialogue box similar to the one below, containing a list of the
creators already available – these should include
FIRCA, FIRCC, FIRCD, FIRCL, FIRPA, FIRPC, FIRPD and FIRPL.
This means that when you click on the + symbol next to the word Tables in the Table catalogue,
you will only see those tables beginning with one of the listed HLQ’s.
To add your own ID (or anyone else’s for that matter) enter the ID in the box next to the green
tick, and then click on the green tick button;
• You should be able to see your entry in the list if you scroll through it. However,
you will notice that only the new ID is highlighted.
Click on the Select All button to highlight all entries and click on the OK button.
• Keep clicking on the Next button on the following screens until the Finish button becomes
available, then click on Finish.
• You will be asked if you want to save your OCE file.
Select Yes, and either replace the old file or change the file to a new name if you wish.
Now check that the new tables have been added when you click on the + key in
the table catalogue.This may not work for a query file which is already open in BRIO.
If not, try closing the file and re-opening it before trying again.
70 BRIO Basics+ © 2008 IBM Corporation
Worldwide Consolidated Accounting – Ed Janeczko
Because
of the
LOVE
Step 1 Step 2
- Right mouse click, select add computed item, name the new column.
- Click the 'if' button - if ( ) { } - place your cursor inside the first bracket,
click Reference, select the Ledger_Ind field.
- Click OK
- Click the == button (which means equal), type 'L‘.
- Place your cursor inside the second bracket, click Reference, select the
L_2007 amt field – current year Hyperion Journal DB.
- Click OK
- Click the 'else' button - else { } - please the cursor inside the bracket,
click Reference, select the CY2007_OB_Var field – CY OBAL DB.
- Click OK
The End