Difference between revisions of "Driving Grids from an Excel Range"
(→Example (based on the Bicycle Sales cube)) |
(→Example) |
||
| Line 7: | Line 7: | ||
Here’s a simple grid: | Here’s a simple grid: | ||
| − | [[ | + | [[Image:DrivingGrid1.png|center|300px]] |
We will change it to use an Excel range to drive which calendar periods are displayed. | We will change it to use an Excel range to drive which calendar periods are displayed. | ||
| Line 13: | Line 13: | ||
We will set up cell E2 as the Excel range: | We will set up cell E2 as the Excel range: | ||
| − | [[ | + | [[Image:DrivingGrid2.png|center|300px]] |
Now edit the Calendar Date hierarchy to use E2 as its input. Click on the Excel range button and select E2 as the driving range: | Now edit the Calendar Date hierarchy to use E2 as its input. Click on the Excel range button and select E2 as the driving range: | ||
| − | [[ | + | [[Image:DrivingGrid3.png|center|300px]] |
The selected range is added to the list of selections: | The selected range is added to the list of selections: | ||
| − | [[ | + | [[Image:DrivingGrid4.png|center|300px]] |
Click OK. | Click OK. | ||
| Line 27: | Line 27: | ||
The grid will update to use the new range for the Date Calendar hierarchy. | The grid will update to use the new range for the Date Calendar hierarchy. | ||
| − | [[ | + | [[Image:DrivingGrid5.png|center|300px]] |
Similarly, we can use an Excel range to drive the grid rows: | Similarly, we can use an Excel range to drive the grid rows: | ||
| − | [[ | + | [[Image:DrivingGrid6.png|center|300px]] |
Now edit the Geography hierarchy to use E2 as its input. Click on the Excel range button and select E2 as the driving range: | Now edit the Geography hierarchy to use E2 as its input. Click on the Excel range button and select E2 as the driving range: | ||
| − | [[ | + | [[Image:DrivingGrid7.png|center|300px]] |
Click OK. | Click OK. | ||
| Line 41: | Line 41: | ||
The grid will update to use the new range for the Geography hierarchy. | The grid will update to use the new range for the Geography hierarchy. | ||
| − | [[ | + | [[Image:DrivingGrid8.png|center|300px]] |
Additionally, you can change the selection to include children, descendants etc: | Additionally, you can change the selection to include children, descendants etc: | ||
| − | [[ | + | [[Image:DrivingGrid9.png|center|300px]] |
Let’s select Children: | Let’s select Children: | ||
| − | [[ | + | [[Image:DrivingGrid10.png|center|300px]] |
Click OK and the grid will now show all children (states) of the selection in E2, currently United States. | Click OK and the grid will now show all children (states) of the selection in E2, currently United States. | ||
| − | [[ | + | [[Image:DrivingGrid11.png|center|300px]] |
Let’s update E2 to be Germany (by typing straight into E2) – the grid now shows all German states: | Let’s update E2 to be Germany (by typing straight into E2) – the grid now shows all German states: | ||
| − | [[ | + | [[Image:DrivingGrid12.png|center|300px]] |
The Excel range can also be across a number of cells: | The Excel range can also be across a number of cells: | ||
| − | [[ | + | [[Image:DrivingGrid13.png|center|300px]] |
==Further Exercises== | ==Further Exercises== | ||
Revision as of 11:37, 23 March 2016
For many standard reports, you will want to use data from the Excel workbook to influence your Grids. Driving dimensions from a range provides a simple way to do this, especially when multiple Grids need to use the same parameters.
If the input to the Grid can contain members that aren't found in the Cube, then the error message that is shown for invalid members can be hidden. See the Grid Properties Display error on invalid members option.
Example
Here’s a simple grid:
We will change it to use an Excel range to drive which calendar periods are displayed.
We will set up cell E2 as the Excel range:
Now edit the Calendar Date hierarchy to use E2 as its input. Click on the Excel range button and select E2 as the driving range:
The selected range is added to the list of selections:
Click OK.
The grid will update to use the new range for the Date Calendar hierarchy.
Similarly, we can use an Excel range to drive the grid rows:
Now edit the Geography hierarchy to use E2 as its input. Click on the Excel range button and select E2 as the driving range:
Click OK.
The grid will update to use the new range for the Geography hierarchy.
Additionally, you can change the selection to include children, descendants etc:
Let’s select Children:
Click OK and the grid will now show all children (states) of the selection in E2, currently United States.
Let’s update E2 to be Germany (by typing straight into E2) – the grid now shows all German states:
The Excel range can also be across a number of cells:
Further Exercises
- Drive a second hierarchy: perhaps the Product hierarchy
- Drive a second Grid from the same cell, and watch as both Grids change at once
- Drive the Grid from formulae
