Enterprise Edition:Report Wizard: Difference between revisions
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Betrifft: [[Enterprise_Edition:Analysis_View|Analysis View]], [[Framework:BI_Center|BI-Center]] | |||
The Report Wizard helps you to create a Microsoft Reporting Services report. The Wizard will guide you through all the necessary steps for producing a fully formatted report. | The Report Wizard helps you to create a Microsoft Reporting Services report. The Wizard will guide you through all the necessary steps for producing a fully formatted report. | ||
Select a data object from the object tree and click the “Report” button to launch the Report Wizard. | Select a data object from the object tree and click the “Report” button to launch the Report Wizard. | ||
== | ==Step 1: Selecting source== | ||
[[Image:Report Wizard01.jpg|thumb|center|Report Wizard: Select source]] | |||
As the Report Wizard was launched from the Analyzer, a data source has already been defined. However, you can select a different data source by clicking on the button. | As the Report Wizard was launched from the Analyzer, a data source has already been defined. However, you can select a different data source by clicking on the button. | ||
The second option, “Insert an existing report”, is only active if Microsoft Reporting Services has been installed on your computer. In this case, you can select an existing report and add it to a CoPlanner report folder. | The second option, “Insert an existing report”, is only active if Microsoft Reporting Services has been installed on your computer. In this case, you can select an existing report and add it to a CoPlanner report folder. | ||
Input | |||
Confirm your selection by clicking “Next”. | {| {{Bausteindesign2}} | ||
|- | |||
|<span style="color: darkblue">'''Input'''</span> Confirm your selection by clicking “Next”.'' | |||
|} | |||
The second step of the Report Wizard will now be launched. | The second step of the Report Wizard will now be launched. | ||
== | ==Step 2: Select template== | ||
[[Image:Report Wizard02.jpg|thumb|center|Report Wizard: Select template]] | |||
Here you can define the layout of your report. Several different templates are available for selection here. In addition to a graphical preview, the lower section of the dialogue contains detailed information about the structure of the selected template. | Here you can define the layout of your report. Several different templates are available for selection here. In addition to a graphical preview, the lower section of the dialogue contains detailed information about the structure of the selected template. | ||
You can choose whether you want your report to include a table only, a chart, or a combination of chart and table. | You can choose whether you want your report to include a table only, a chart, or a combination of chart and table. | ||
If you select a chart, the “Chart options” button will be available. | If you select a chart, the “Chart options” button will be available. | ||
Input | |||
Click the “Chart options” button. | {| {{Bausteindesign2}} | ||
|- | |||
|<span style="color: darkblue">'''Input'''</span> Click the “Chart options” button.'' | |||
|} | |||
The following dialogue box appears: | The following dialogue box appears: | ||
[[Image:Report Wizard03.jpg|thumb|center|Report Wizard: Chart options – title]] | |||
Here you can enter a title for your chart. The title will be displayed above the chart. | Here you can enter a title for your chart. The title will be displayed above the chart. | ||
[[Image:Report Wizard04.jpg|thumb|center|Report Wizard: Chart options – type]] | |||
Here you can specify the chart type. The following chart types are available: | Here you can specify the chart type. The following chart types are available: | ||
*Column | *Column | ||
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*Ring | *Ring | ||
[[Image:Report Wizard05.jpg|thumb|center|Report Wizard: Chart options – legend]] | |||
Here you can specify the location of the legend. | Here you can specify the location of the legend. | ||
[[Image:Report Wizard06.jpg|thumb|center|Report Wizard: Chart options – Caption]] | |||
Here you can define whether a caption will be displayed. | Here you can define whether a caption will be displayed. | ||
[[Image:Report Wizard07.jpg|thumb|center|Report Wizard: Chart options – measure]] | |||
Here you can define the measures that will be displayed in the chart. | Here you can define the measures that will be displayed in the chart. | ||
Confirm your settings by clicking “Apply”. | Confirm your settings by clicking “Apply”. | ||
Input | |||
Select a template by clicking the “Next” button. | {| {{Bausteindesign2}} | ||
|- | |||
|<span style="color: darkblue">'''Input'''</span> Select a template by clicking the “Next” button.'' | |||
|} | |||
The third step of the Report Wizard will now be launched. | The third step of the Report Wizard will now be launched. | ||
== | ==Step 3: Insert comment== | ||
[[Image:Report Wizard08.jpg|thumb|center|Report Wizard: Insert comment]] | |||
Here you can add a comment to your report. The comment will be displayed at the end of the report. | Here you can add a comment to your report. The comment will be displayed at the end of the report. | ||
Input | |||
Select a template by clicking the “Next” button. | {| {{Bausteindesign2}} | ||
|- | |||
|<span style="color: darkblue">'''Input'''</span> Select a template by clicking the “Next” button.'' | |||
|} | |||
== | ==Step 4: Deploy report== | ||
[[Image:Report Wizard09.jpg|thumb|center|Report Wizard: Deploy report]] | |||
In this step, you will receive information about the report server URL, the report folder, and the name of the report on the server. The predefined settings will be used by default, but you can change these settings at any time. | In this step, you will receive information about the report server URL, the report folder, and the name of the report on the server. The predefined settings will be used by default, but you can change these settings at any time. | ||
Click the “Options” button to specify additional settings. | Click the “Options” button to specify additional settings. | ||
[[Image:Report Wizard10.jpg|thumb|center|Report Wizard: Deploy report, additional options]] | |||
Deploy report | Deploy report | ||
This option immediately deploys the finished report. Deselect this option and select the option “Create report project”. This creates the report, but does not deploy it, so that you can make additional edits before deploying the report. | This option immediately deploys the finished report. Deselect this option and select the option “Create report project”. This creates the report, but does not deploy it, so that you can make additional edits before deploying the report. | ||
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Project folder (basis) | Project folder (basis) | ||
Here you can specify the path to the project folder. The predefined setting will be suggested by default. | Here you can specify the path to the project folder. The predefined setting will be suggested by default. | ||
Input | |||
Confirm your selection by clicking “Finish”. | {| {{Bausteindesign2}} | ||
|- | |||
|<span style="color: darkblue">'''Input'''</span> Confirm your selection by clicking “Finish”.'' | |||
|} | |||
Your selections will now be used to create, deploy, and open the report. | Your selections will now be used to create, deploy, and open the report. | ||
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[[Category:Enterprise_Edition|Report Wizard]] | [[Category:Enterprise_Edition|Report Wizard]] | ||
[[de | [[Category:User interface|Report Wizard]] | ||
[[de:Berichtsassistent]] | |||
Latest revision as of 10:59, 24 November 2010
Betrifft: Analysis View, BI-Center
The Report Wizard helps you to create a Microsoft Reporting Services report. The Wizard will guide you through all the necessary steps for producing a fully formatted report. Select a data object from the object tree and click the “Report” button to launch the Report Wizard.
Step 1: Selecting source
As the Report Wizard was launched from the Analyzer, a data source has already been defined. However, you can select a different data source by clicking on the button. The second option, “Insert an existing report”, is only active if Microsoft Reporting Services has been installed on your computer. In this case, you can select an existing report and add it to a CoPlanner report folder.
| Input Confirm your selection by clicking “Next”. |
The second step of the Report Wizard will now be launched.
Step 2: Select template
Here you can define the layout of your report. Several different templates are available for selection here. In addition to a graphical preview, the lower section of the dialogue contains detailed information about the structure of the selected template. You can choose whether you want your report to include a table only, a chart, or a combination of chart and table. If you select a chart, the “Chart options” button will be available.
| Input Click the “Chart options” button. |
The following dialogue box appears:
Here you can enter a title for your chart. The title will be displayed above the chart.
Here you can specify the chart type. The following chart types are available:
- Column
- Bar
- Area
- Line
- Pie
- Ring
Here you can specify the location of the legend.
Here you can define whether a caption will be displayed.
Here you can define the measures that will be displayed in the chart. Confirm your settings by clicking “Apply”.
| Input Select a template by clicking the “Next” button. |
The third step of the Report Wizard will now be launched.
Step 3: Insert comment
Here you can add a comment to your report. The comment will be displayed at the end of the report.
| Input Select a template by clicking the “Next” button. |
Step 4: Deploy report
In this step, you will receive information about the report server URL, the report folder, and the name of the report on the server. The predefined settings will be used by default, but you can change these settings at any time. Click the “Options” button to specify additional settings.
Deploy report This option immediately deploys the finished report. Deselect this option and select the option “Create report project”. This creates the report, but does not deploy it, so that you can make additional edits before deploying the report. Show report The report is opened and displayed immediately after creation. Create report project A report project is created on the report server. Open report project The report project is opened immediately after creation. Project folder (basis) Here you can specify the path to the project folder. The predefined setting will be suggested by default.
| Input Confirm your selection by clicking “Finish”. |
Your selections will now be used to create, deploy, and open the report.
