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  • Creating Reports in Web Edition

    Connecting

    Connecting to the XLCubed web server in a browser window shows a similar display as below. In this case the right hand side of the window shows a history of reports run.

    WebGrid1.png
    • Toolbars

    The following toolbar options are available.


    Icon Description
    ToggleTree Toggle Tree
    AdhocGrid Adhoc Grid
    Key Logout
    Home Home
    Help Help
    SubmitChanges Submit Changes
    Print Print
    Excel Excel
    Save Save
    Refresh Refresh


    Toggle Tree: allows you to toggle the screen display

    Adhoc Grid: allow the creation of grid report – see section Creating a Report below

    Logout: to exit Web Edition

    Home: takes user back to Recent Reports

    Help: takes you to our Wiki Help

    Submit Changes: allows changes to be written back to the XLCubed report

    Print: generates report in PDF format

    Excel: allows user to save to Excel:

    • Fixed will not allow user to use XLCubed functionality
    • Live requires XLCubed Excel Edition to be installed on machine and will allow updating

    Save: Saves as an XLCubed Web report

    Refresh: Refreshes connection and report


    To create a new report in Web edition, click on Adhoc Grid and you will see the following display:


    WebGrid2.png

    You will see a list of the servers, databases and cubes to which you have connected previously. To create a new connection, enter the name of the server in the lower half of the window and then click connect. You will then be presented with a full list of databases on that server. Select a database and on the right-hand side you will see the cubes on that server and database to which you have access.

    Creating a report

    This example uses the Adventure Works cube on the Adventure Works Demo database. After connecting, select a cube and you will be presented with the following screen (the Report Designer screen):

    WebGrid3.png

    The Report Designer is separated into 5 main areas:

    • Available Hierarchies

    Lists the available dimensions and hierarchies within the active cube connection. Expand the dimension to view the hierarchies which it contains. Hierarchies can be dragged from this area into Headers, Rows or Columns to be used within the report.

    • Headers

    The Header area, or filter area, provides a set of hierarchies for user selections, which will be displayed at the top of the grid. User selections made within hierarchies in the Header area of the grid will determine the numbers displayed in the report body.

    • Rows

    The Rows area is a holder for hierarchies to be positioned on rows in the reports

    • Columns

    The Columns area is a holder for hierarchies to be positioned on columns in the reports

    • Member Selector

    This displays the content of the selected hierarchy. The hierarchy tree can be expanded and members are selected by dragging to the right. Selections can also be based on Excel cells, Slicers or specified as related sets of data (children / descendants etc); this is covered in detail in the Member Selector section.


    Drag items from the Available Hierarchies list to the Headers, Columns and Rows. Next, double-click each member and in the right-hand area of the window (the Member Selector area) you can drill-down to select the member to display. In this example I have double-clicked on Measures which has expanded in the Member Selector area to allow me to select the measure, Reseller Sales Amount. I can double-click or drag across to the right-hand side to select.

    WebGrid4.png

    You can use SHIFT and click or CTRL and click as normal to select members when you are selecting more than one member.

    Having positioned and made selections within the hierarchies as required, press ‘OK’ to insert the report.


    WebGrid6.png

    Double-click on entries in the grid to toggle between drill-down to expand and drill-up again. In the example above double-clicking on Australia will expand to show the rows beneath (at state level). Double-clicking on Australia again will return to just showing one row for Australia.

    You can change the layout of the report by clicking and dragging the hierarchy labels. For example, in the above report you can drag Geography from rows to columns or drag it to the Headers area. You can do this with any of the hierarchies being displayed.

    Right-click menu

    This report shows sales of products model categories across sales territories. Right-click on the grid and you will see a menu as below:

    WebGrid7.png


    • Grid Properties: Behaviour, Appearance, Mdx

    These three tabs allow you to change certain aspects of the grid report.

    WebGrid8.png


    WebGrid9.png


    WebGrid10.png
    • Design Grid

    This takes you into Report Designer as detailed previously.

    • Number format
    WebGrid12.png


    This allows you to format the cell values.

    • Breakout

    This option allows you to take a subset of the grid report and display in more detail. In this example we can set up the breakout options as below:

    WebGrid13.png


    This result of the breakout shows the 10 highest models in the Product Model Categories:

    WebGrid14.png


    • Drillthrough
    WebGrid15.png


    • Apply: Sort, Rank, Filter
    WebGrid16.png

    This option allows you to sort (ascending or descending), rank or filter the grid report.

    The screenshot below shows the above report sorted in ascending order on the measure Reseller Sales Amount.

    WebGrid17.png


    • New Chart: All

    By selecting New Chart, All you can quickly create a chart of the grid report – see example below.

    WebGrid18.png


    Improved visuals in v7.2

    Web Edition screens have been improved eg when adding an adhoc grid in v7.2:

    Ag1a.png