Enterprise Edition:CoPlannerReporting

CoPlanner Reporting allows to view and share corporate data using generated reporting. This feature is completely integrated in CoPlanner without making further installations. Select flag 'Reporting' to evaluate your corporate data and to create reports by your own. The Reporting is only a readable analysis method. Entry of data is not possible here.

Functions in designer

• Ribbon
• Context menu

Functions in report view

• Ribbon
• Context menu
• Parameterbox - shows parameters which are defined visible in the report

Functions in print view

• Ribbon
• Parameterbox - shows parameters which are defined visible in the report

Objects

• Tables
• Charts
• Pictures
• Text fields
• Information
• Carinations
• Forms
• Container
• Lines
• Parameter
• Filter

Create report

To create a report open CoPlanner report designer. Base for a report is one or more data objects. CoPlanner Cubes, CoPlanner Tables and OLAP-Cubes are available as data objects. In this example a report is generated based on the CoPlanner cube "Meine Umsatzplanung".

Create parameter

Parameters can be created via Ribbon "Parameter"

Reporting, Parameterdialog

In this dialog parameters can be defined/removed, names adjusted and a default value or edit selection values can be set.

Input   Create a new parameter named "show_aberration" and confirm with OK. In the "Text" field type in "Show aberration". Choose Type "text". Click button "Values..." and add two values, Yes and No and confirm with OK. Choose Yes as "Default" and close the dialog with OK.

Usage of the parameter follows in 'Define conditional visibility based on the parameter'.

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.

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.

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.

Reporting, Selection Databasis

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 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.

Reporting, Add the new column to the table

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".

Reporting, Select data object

Reporting, Extension calculated measure

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.

Reporting, Preview 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'.

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.

Reporting, Dimension as 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.

Define conditional visibility based on the parameter

Based on the parameter it is now possible to define conditions when cells should be visible and when not. In our example the visibility of the aberration column depends on the parameter 'show_aberration'.

Input  Select with CTRL the two aberration cells. Select Conditional visibility in the properties. Create this entry: '{show_aberration}='Yes'

Formatting measures

Of course it is possible to customize measures. Following number formats are customized and a conditional visibility is set.

Input  Mark the calculated measures aberration by a click. Now you can see the properties of the measures on the right side. Change the number format to 'n0' to suppress positions after decimal point. Click on the 'not defined' in the conditional visibility . Two formats are created: red and green. For red select font color red and click on the "F" to get a bold font. For green select the green font. Two conditions are created: <3000 with condition [aberration]<3000 and style green and >3000 with the condition [aberration]>3000 and style red.

A click on the icon 'Report' opens the report view. The aberration is shown red or green depending on the value greater or smaller than 3000. If the parameter show_aberration is set to No the column aberration is blended out.

Insert chart

The symbol "Chart" allows to insert a chart into the report. There is an assistant which should offer support to create the chart.

A click on 'Assistant...' opens the assistant.

In the next step you select the appropriate data object on which the chart should be generated.CoPlanner Cube, CoPlanner Table and OLAP-Cube are available as data objects.

Input  Select CoPlanner Cube "Meine Umsatzplanung" as data object.

After the selection of the data source the next step is to define the measures and dimensions in the chart. All dimensions and measures are listed in the selected data object which are available in the selected cube. Measures which are not number-format are not appropriate for graphics are shown grayed out and are not usable. Additionally, there is the possibility to define one or more Calculated Measure. Here you also have the possibility to use measures of other data objects. Click on the drop down 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 graphic".

Input  Drag the dimension "Produkte" into the X-Axis and the measures "Menge" and "Menge IST VJ" into the column value.

Reporting, Definition of chart

Hint  Just one dimension can be dragged on the axis.

Insert of calculated measures

Additionally there is the possibility to define one or more calculated measures. There is also the possibility to use measures of other data objects. For that just click on the field with the description "Please select a data object" respectively if you have chosen already an object the name of the chosen object is listed here. If you select a CoPlanner Cube you have access to the cubes measures "Measures" but also to the measures which are already defined in the chart "Measures in chart".

Input  Drag the "Add" under the calculated measures in the value column. The formula assistant will be opened. Chose the category "Measure in diagram" and capture this formula: [Menge]-[Menge IST VJ] and confirm with OK. After this a dialog is shown which requests a name. Type in the name 'Abw'.

Edit of measures

Measures can be edited further. A click on the arrow beside the measure name opens a context menu. Here you have the possibility to change the order, add filters, remove the measure and general settings. Under settings you have the possibility to change the name, define a color, adapt the display-type and define series- and axisformat. Furthermore you can add a sort sequence and define if the values in the chart should be labeled or not.

Input  Open the settings via the arrow on the measure 'Abw'. Chose name 'Abweichung' and type 'Line'. Confirm with OK.

Adjustment of axis and data points

There is the possibility via a right-click in the preview to show or not show the axis and to define if data points should be shown.

Input  Right click in the chart preview. Unselect 'Show Y-Axis' and 'Show data points'.

Select colour scheme

You can select pre-defined color schemes for the chart.

Input  Select a color scheme via the 'Colours' Dropdown in the right upper corner.

The filters in this step are overtaken by the basis cube. Filters can be moved or removed by the dropdown menu of the particular filter. A click on "Finish" will insert the chart into your report.

The assistant is useful to create fast and simple graphics. You can find a description of the settings here.

For all further settings make a double-click on the chart. You can find a detailed description of these settings here.

Input  Click on "Report" in the ribbon.

The report is being generated and instantly available.

Reporting, Finished report

Adapt the format of the axis inscription, title and the legend

A double click opens the advanced assistant with numerous settings. In the menu left you can switch between the different categories and change the settings in the right area.

To adapt the axis inscription select one of the measures and in the options you have to adapt the option 'Axis format'.

Input  Double click on the diagram to open the advanced assistant. In 'Data' select a measure and in the value column you can go to settings via the dropdown-menu. Chose n0 for the axis format to suppress positions after decimal point. This settings has to be set just on one measure and will be valid for all others.

If you would like to show the values in thousand you can use the format "#,##0,". To add a title to the chart use the menu on the left and select Chart Titles. Here you can define and modify a title.

Input  Chose the entry 'Chart Titles' via the menu. On the right side you can find the dropdown-menu Titles-list and below the button 'Add'. After pressing the button 'Add' the text field below is editable and you type in "Mengenplanung". After that you change to the tab 'General' to chose an alternative font.

In the preview of the diagram the title is now also shown in the middle. You can modify the legend of the diagram using the menu entry 'Legend'. Here you can set visibility, alignment and further format options.

Input  Select menu entry 'Legend'. We change the direction to LeftToRight, alignment vertical to BottomOutside and alignment horizontal to Left. On the right side change to tab 'marks' and change width to 10. Change to tab 'border' and mark the button Visible to show the border.

In the preview of the chart in the middle you can see that the legend is not shown right above but left below with horizontal alignment. Additionally there is a border around the legend.

Input  Click in the ribbon in the icon 'Report'.

The report is being generated and instantly available.

File:Reporting Fertiger Bericht geaenderte Grafik.png

Reporting, Fertiger Bericht

Insert ReportHeader

Creation of a ReportHeader. This head is showed one time on the first page.

Input  Perform a right click inside the report to open the context menu and select Insert Band -> ReportHeader.

The ReportHeader includes a logo and a legend of the report with some filter values.

Add a picture

The picture can be added via the ribbon.

Input  Drag "Picture" from the ribbon into the report. Make a double click on the picture and select your logo and size 'normal'.

Now you can adjust the picture-size to your logo and place it.

Add a text field with filter values

Now we create an inscription for the report. Insert a text field via the ribbon.

Input  Drag "text" from the ribbon into the report. Insert this text: "Umsatzplanung[Zeit.Name] für PC/KST: [PC/KST.Name], Plan: [Plan.Name], Unternehmen: [Unternehmen.Name]". Select the text field and change the font size and color via the ribbon.

If you execute the report the [Filtername.Name] will be replaced with the chosen text in the filter.

Insert ReportFooter

The area under ReportFooter is shown at the bottom of each page. The ReportFooter shows the date and Page x of y.

Input  Perform a right click inside the report to open the context menu and select Insert Band -> ReportFooter.

A new area is visible at the bottom of the report.

Insert of information

Drag two times the "information" from the ribbon into the report.

Input  Drag two times the "Information" from the ribbon into the report. Leave the setting "Current of total" Page Numbers but select the element and chose 'Format' in the properties. Select "Seite" as Prefix and "/{1}" as suffix. With that setting we get the result "Seite 1/1". Now select the second information element and chose for Information "Current date and time". Open the format and change to category DateTime and select the format "dd.MM.yyyy H:mm" from the list.

The report has now also a ReportFooter with the actual time and date and page numeration.

Edit of filters

Default values can be defined for filters with which the report is opened. CoPlanner environment variables inclusive application properties and expressions are selectable. The name of filters can be changed too.

To open the properties make a click on the filter.

Input  Click the filter Unternehmen. Select right in the properties the default value "@Session_Unternehmen_ID@". Click on the filter Umsatzerloesarten and type in the filter alias "Umsatzerlösarten".

When a report is opened the standard value for the company is the company on which the user is logged on. The Filter with the original name "Umsatzerloesarten" is now shown as "Umsatzerlösarten".

Input  Click on the icon "Report" in the ribbon.

The report is being generated and instantly available.

File:Reporting Fertiger Bericht mit Header Footer.png

Reporting, Fertiger Bericht

Properties

Properties of a report concern these areas:

• General properties of reporting
• Properties of dimension
• Properties of measure