Analytics books

Revision as of 12:40, 28 June 2013 by Colin Overton (talk) (Report Header)

Analytics books were introduced in Version 7.5, and add give users the capability to create books on the web to slice, dice and visualise their data.

Creating a new book

To create a book simply click the button on the web toolbar.

Analytics-NewBook.PNG

You will be taken to the connection screen to select a cube, and choose the layout of the initial sheet in the book.

Standard UI

Analytics book are made up of the report area on the left, and the designer on the right.

Analytics-StandardUI.PNG

Hierarchies

In the designer you can drag and drop dimensions to set the layout of your report.

Dimensions in the Headers area display an extra icon. This allows you to switch between two modes when multiple members are selected:

  • Slice - A drop down is displayed that allows you to chose which member is applied to the data.
  • Total - The total for all the members selected is displayed.

Members

If you select a dimension in the designer, it will automatically switch to the members view. Yuo can select individual members, or multi-select using the Ctrl and Shift keys.

Additionally, you can right click a member and use the menu to select descendants at a given level, as seen here.

Analytics-Members.PNG

Report Header

The top section of the report area contains two sections.

The first is the Title area. This gives a brief description of the current selection, and contains a few buttons.

On the left are the back/forward buttons, which allow you to undo any changes you have made to the report, for example navigating back up the dimension you have been drilling down into.

On the right is the sheet properties button. This allows you to alter the report layout, and set drill mode.

The second selection contains the slicers for dimensions in the header area. Slicers only apply when there are multiple selections, so will not appear for single members, or when the header is in Total mode.

If no slicers are visible the section is automatically hidden to give more room to display the data.