Enterprise Edition:Reporting Table
To create a report open CoPlanner reporting. Base of each report is a data object.CoPlanner Cubes, CoPlanner Tables and OLAP-Cubes are available as data objects. In this example a report is created based on CoPlanner cube "Meine Umsatzplanung"
Insert table using table assistant
The table assistant can be opened via Ribbon "Table-Assistant" or via the element selection box which is opened for the first time when you create a new report. Using the symbol 'Table' in the ribbon the data base can be chosen. An Assistant is available to support the definition of the report. In this example a report is generated based on the CoPlanner cube "Meine Umsatzplanung".
A click on 'Assistent...' will open the assistent.
- Filters: Filters are moved into the report using Drag & Drop. Between 0 and n filters can be defined.
- Rows: X-Axis is defined here. The dimension which is used here is showed on the X-Axis in the report.
- Columns:Y-Axis is defined here. The dimension which is used here is showed on the Y-Axis in the report.
- Values: Measures which should be showed in the report are defined here. Use Drag & Drop too.
| Input Select in the list of cubes the cube "Meine Umsatzplanung". |
On the left side dimensions and measures available. Dimensions are used as Axis or Filters and measures are used as values. All elements which are not moved into the data area are ignored.
| Input Define your data basis. Define Filter: PC/KST, Plan, Unternehmen and Zeit. Drag dimension Zeit into the field Rows and drag dimension Produkte into the field Columns .
As measures define Umsatz and Umsatz IST VJ using Drag & Drop. Confirm with OK. |
The violet arrow shows in which direction the dimension is clamped. This setting is configurable with a click on the arrow. A right-click inside the table offers a context menu.
Add a calculated Measure
A context menu is available using the right mouse button in the table.
| Input Click with the right mouse button in the table and select 'Insert/column right' |
A new column will be inserted on the right side.
| Input Mark in the new column the field beside the dimension time and remove it using ENTF-Key |
The new generated column is integrated In the report in the X-Axis.
| Input Click inside the second field of the new column(height of the measures). Afterwards activate the insert of a calculation via Ribbon 'Formula' and click again in the second field of the new column or insert the formula via context menu using 'Insert item-Formula'. The Formula Assistant will be opened. Capture this formula: [Umsatz]-[Umsatz_IST_VJ] and confirm with OK. Afterwards a dialog is shown and requests a name. Give the name 'Abw' to the dialog. |
It is also possible to access measures of other data objects. Click on the dropdown field with description "Please select a data object" on the left bottom. CoPlanner Cube, CoPlanner Table and OLAP-Cube are available as data objects. If you select a CoPlanner cube you have access to all measures of this cube titled "Measures" and also to the measures which were already defined in the table titled "Measures in table".
A double-click in the description columns allows to rename the description.
| Hint Of course it is also possible to show measures from other data source respectively calculate with them. |
A click on 'report' shows a preview of the report.
| Hint New generated reports are not saved automatically this has to be done by the user using the ribbon symbol "Save" |
Remove and Insert of additional measures/dimensions
To remove a measure/dimension later from the report you have to select the appropriate measure/dimension and remove it using the ENTF-Key. Insert of new measure/dimension is done by Drag & Drop. Drag the desired measure/dimension to the desired position. If you would like to change the layout of the measures(fields) select the appropriate measure and drag it to the new position. A pink line shows the actuals position at which the measure will be inserted.
Change of data object and add dimension as filter
It is also possible to visualise measure/dimension from other data objects. For this purpose the appropriate data object has to be selected in 'Data'.
If you would like to use a dimension as filter you have to drag the dimension into the filter area instead of an axis. A dimension which is already used on an axis can also be used as a filter.
A right click on an axis dimension opens a dimension related
context menu which can be used to edit the definition of the axis. A right click on a measure opens also a 'measure related'
context menu.
| Input Drag the product dimension on the vertical and the time on the horizontal axis. Choose these dimensions as filter: Plan, Unternehmen, PC/KST, Regionen/Kunden, Umsatzerlösarten, Vergleichsplan und die Zeit. |
Insert data without Assistant
Using the symbol 'Table' in the ribbon data can be added without an assistant. Click on the second element 'Table' and afterwards make a click into the report.
Select on the left side your desired data objectXXX
Drag your desired dimensions and measures which should be displayed into you table. There is also the possibility to access measures from other data objects. For that click on the dropdown field from the data selection and chose the desired object. CoPlanner Cubes, CoPlanner Tables and OLAP-Cubes are available as data objects.
A right click inside the table opens a table related context menu XXX. Additional rows, columns and cells can be added via context menu in the table. The new created elements can be filled with Drag & Drop on the desired position.
| Hint Of course it is possible to include measures from other data sources and to calculate with them. |
The procedure of filter definition in a report is the same like creating the report itself. Chose your desired dimensions on the left side which should act as filter and drag them into the filter bar which is located above the report.
| Hint A double click in the description column allows it to change the name of a dimension or measure easily. |
Remove and Insert of additional measures/dimensions
To remove a measure/dimension later from the report you have to select the appropriate measure/dimension and remove it using the ENTF-Key. Insert of new measure/dimension is done by Drag & Drop. Drag the desired measure/dimension to the desired position. If you would like to change the layout of the measures(fields) select the appropriate measure and drag it to the new position. A pink line shows the actuals position at which the measure will be inserted.
A click on an axis dimension opens a dimension related context menuXX which can be used to change the definition of the axis. A right click on a measure opens also a measure related context menu.XX
A click on 'Report' in the ribbon opens the report view.
Add of calculated measures
To define calculated measures in the report activate the icon 'Formula' in the ribbon with a left mouse-click. Afterwards make a click in the cell where the calculated measure should be displayed. The dialog Formula assistant will be opened. Here you can define your desired formula. When you have finished your definition confirm with OK. A new dialog will be opened to define a name of the calculated measure. Enter a name and confim with OK.
There is also the possibility to access measures from other data objects. Just make a click in the Formula assistant on the dropdown field with the label: "Please select a data object".CoPlanner Cubes, CoPlanner Tables and OLAP-Cubes are available as data objects. If you choose a CoPlanner Cube you have access to all measures defined in this cube under "Measure" but also measures which were already defined in the table under "Measures in table".
Properties
The properties of a report affect these areas:
