Enterprise Edition:Report Wizard

Betrifft: Analyse 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

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. 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

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. 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:

Report Wizard: Chart options – title

Here you can enter a title for your chart. The title will be displayed above the chart.

Report Wizard: Chart options – type

Here you can specify the chart type. The following chart types are available:

• Column
• Bar
• Area
• Line
• Pie
• Ring

Report Wizard: Chart options – legend

Here you can specify the location of the legend.

Report Wizard: Chart options – Caption

Here you can define whether a caption will be displayed.

Report Wizard: Chart options – measure

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

Report Wizard: 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

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. Click the “Options” button to specify additional settings.

Report Wizard: Deploy report, additional options

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.