Enterprise Edition:Reporting Table: Difference between revisions
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To create a report open CoPlanner reporting. Base of each report is a data object.[[Framework:BI_Center:CoPlanner_Cube|CoPlanner Cubes]], [[Framework:BI_Center:CoPlanner_Table|CoPlanner Tables]] and [[Framework:BI_Center:OLAP_Cube|OLAP-Cubes]] are available as data objects. | |||
In | 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. | |||
:* | [[Image:EE_Report_Assistent.png|thumb|center|Reporting, Table assistant]] | ||
:* | |||
:* | |||
:* | :*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. | |||
{| {{Bausteindesign2}} | {| {{Bausteindesign2}} | ||
|- | |- | ||
|<span style="color: darkblue">''' | |<span style="color: darkblue">'''Input'''</span> Select in the list of cubes the cube "[[Framework:BI_Center:Create_CoPlanner_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. | |||
{| {{Bausteindesign2}} | {| {{Bausteindesign2}} | ||
|- | |- | ||
|<span style="color: darkblue">''' | |<span style="color: darkblue">'''Input'''</span> 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. | |||
|} | |} | ||
[[Image:EE_Reporting_AuswahlDatenbasis.png|thumb|center|Reporting, | [[Image:EE_Reporting_AuswahlDatenbasis.png|thumb|center|Reporting, Selection Databasis]] | ||
[[Image:EE_Reporting_DarstellungTabelle.png|thumb|center|Reporting, | [[Image:EE_Reporting_DarstellungTabelle.png|thumb|center|Reporting, Design Table]] | ||
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 [[Enterprise_Edition:Contextmenu_Reporting#Tablerelated context menu|context menu]]. | |||
== | |||
===Add a calculated Measure=== | |||
A [[Enterprise_Edition:Contextmenu_Reporting#TableRelated context menu|context menu]] is available using the right mouse button in the table. | |||
{| {{Bausteindesign2}} | {| {{Bausteindesign2}} | ||
|- | |- | ||
|<span style="color: darkblue">''' | |<span style="color: darkblue">'''Input'''</span> Click with the right mouse button in the table and select 'Insert/column right' | ||
|} | |} | ||
A new column will be inserted on the right side. | |||
{| {{Bausteindesign2}} | {| {{Bausteindesign2}} | ||
|- | |- | ||
|<span style="color: darkblue">''' | |<span style="color: darkblue">'''Input'''</span> 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. | |||
[[Image:EE_Reporting_NeueSpalte.png|thumb|center|Reporting, Add the new column to the table]] | |||
{| {{Bausteindesign2}} | {| {{Bausteindesign2}} | ||
|- | |- | ||
|<span style="color: darkblue">''' | |<span style="color: darkblue">'''Input'''</span> 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 [[Framework:BI_Center:Formula_Editor|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. | |||
[[Framework:BI_Center:CoPlanner_Cube|CoPlanner Cube]], [[Framework:BI_Center:CoPlanner_Table|CoPlanner Table]] and [[Framework:BI_Center:OLAP_Cube|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". | |||
[[Image: | [[Image:EE_Reporting_BerechnetesMeasure1.png|thumb|center|Reporting, Select data object]] | ||
[[Image:EE_Reporting_BerechnetesMeasure.png|thumb|center|Reporting, Extension calculated measure]] | |||
A double-click in the description columns allows to rename the description. | |||
{| {{ | {| {{Bausteindesign1}} | ||
|- | |- | ||
|<span style="color: darkblue">''' | |<span style="color: darkblue">'''Hint'''</span> 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. | |||
[[Image:EE_Reporting_Berichtsmodus.png|thumb|center|Reporting, | [[Image:EE_Reporting_Berichtsmodus.png|thumb|center|Reporting, Preview Report]] | ||
{| {{ | {| {{Bausteindesign1}} | ||
|- | |- | ||
|<span style="color: darkblue">''' | |<span style="color: darkblue">'''Hint'''</span> 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'. | |||
[[Image:Dimension als Achsenelement.jpg|thumb|center|Reporting, Dimension as axis element]] | |||
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. | |||
[[Image:Dimension als Filter.jpg|thumb|center|Reporting, Dimension | [[Image:Dimension als Filter.jpg|thumb|center|Reporting, Dimension as Filter]] | ||
A right click on an axis dimension opens a dimension related | |||
[[Enterprise_Edition:Contextmenu_Reporting#DimensionrelatedContexmenu|context menu]] which can be used to edit the definition of the axis. A right click on a measure opens also a 'measure related' | |||
[[Enterprise_Edition:Contextmenu_Reporting#MeasurerelatedContexmenu|context menu]]. | |||
{| {{Bausteindesign2}} | {| {{Bausteindesign2}} | ||
|- | |- | ||
|<span style="color: darkblue">''' | |<span style="color: darkblue">'''Input'''</span> 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. | ||
|} | |} | ||
Revision as of 13:49, 27 April 2016
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. |
Daten einfügen ohne Assistenten
Über das Symbol 'Tabelle' im Ribbon können Daten im Report ohne Assistenten eingefügt werden. Dabei klicken Sie einfach auf das 2. Element 'Tabelle' und klicken in weiterer Folge in den Report.
Wählen Sie nun auf der linken Seite unter Daten das gewünschte Datenobjekt aus.
Ziehen Sie nun einfach via Drag&Drop die gewünschten Dimensionen und Measures, die angezeigt werden sollen, in die Tabelle. Es besteht auch die Möglichkeit auf Measures anderer Datenobjekte zuzugreifen. Hierfür klicken Sie einfach in das Dropdown Feld mit der Bezeichnung "Daten" und wählen das gewünschte Datenobjekt aus. Als Datenobjekt stehen Ihnen CoPlanner Würfel, CoPlanner Tabellen und OLAP-Würfel zur Verfügung.
Mittels rechter Maustaste in der Tabelle steht ein Kontextmenü zur Verfügung. Weitere Zeilen, Spalten und/oder Zellen können über das Kontextmenü in der Tabelle einfach hinzugefügt werden. Die neu angelegten Elemente können wieder einfach mittels Drag&Drop befüllt werden indem das gewünschte Measure/Dimension an die gewünschte Stelle gezogen wird.
| Hinweis Es ist natürlich auch möglich Measures aus anderen Datenquellen anzeigen zu lassen, bzw. diese in die Berechnung mit einfließen zu lassen. |
Die Vorgehensweise der Filterdefinition in einem Report funktioniert gleich wie die Definition des Reports selbst. Wählen Sie die gewünschte(n) Dimension(en) auf der linken Seite des Datenbereichs jene Dimensionen aus die als Filter dienen sollen und ziehen Sie diese in den Filterbereich, der sich über dem Report befindet.
| Hinweis Mit einem Doppelklick in der Bezeichnungsspalte lässt sich die Bezeichnung einer Dimension oder eines Measures einfach ändern. |
Löschen und Einfügen von zusätzlichen Measures/Dimensionen
Um ein Measure/eine Dimension im Nachhinein aus dem Report wieder ausblenden zu wollen, muss das gewünschte Measure/Dimension im Report markiert werden und dann mittels ENTF-Taste entfernt werden. Einfügen von anderen Measures/Dimensionen erfolgt einfach über Drag and Drop. Ziehen Sie das gewünschte Measure/Dimension an die gewünschte Position. Wenn die Anordnung der Measures (Felder) geändert werden soll, packen Sie jenes Measure, welches Sie verschieben möchten mit der Maus an und ziehen Sie es an die gewünschte Position. Eine pinke Line zeigt Ihnen die aktuelle Position an, an welcher das Measure eingefügt wird, wenn Sie es wieder los lassen.
Durch einen Rechtsklick auf eine Achsendimension erscheint ein 'dimensionsbezogenes' Kontextmenü, durch welches die Definition der Achse bearbeitet werden kann. Mittels Rechtsklick auf ein Measure erscheint ebenfalls ein 'measurebezogenes' Kontextmenü.
Mit Klick auf das Icon 'Report' im Ribbon lässt sich der Bericht in der Vorschau darstellen.
Hinzufügen von berechneten Measures
Um berechnete Measures im Report zu definieren aktivieren Sie das Icon 'Formel' im Ribbon mit einem linken Mausklick. Anschließend klicken Sie erneut in jene Zelle im Bericht in der das berechnete Measure angezeigt werden soll. Der Dialog Formelassistent öffnet sich. Hier können Sie nun die gewünschte Formel definieren. Nachdem die Formel definiert wurde bestätigen Sie den Dialog mit OK. Es erscheint ein weiterer Dialog auf dem Bildschirm der nach einem Namen für das berechnete Measure verlangt. Erfassen Sie hier einen entsprechenden Namen und bestätigen abermals mit OK.
Es besteht auch die Möglichkeit auf Measures anderer Datenobjekte zuzugreifen. Hierfür klicken Sie einfach im Formelassistent auf das Dropdown Feld mit der Bezeichnung "Bitte wählen Sie ein Datenobjekt aus". Als Datenobjekt stehen Ihnen CoPlanner Würfel, CoPlanner Tabellen und OLAP-Würfel zur Verfügung. Wenn Sie einen CoPlanner Würfel auswählen so stehen Ihnen einerseits jene Measures aus dem Würfel zur Verfügung unter der Bezeichnung "Measures" aber auch jene Measures die bereits in der Tabelle definiert wurden, unter der Bezeichnung "Measures in Tabelle".
Eigenschaften
Die Eigenschaften eines Reports betreffen folgende Bereiche:
