Excel Client:Analyzer: Difference between revisions
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If you want to display fewer measures, simply click on the measure you wish to hide. | If you want to display fewer measures, simply click on the measure you wish to hide. | ||
[[Image:Excel | [[Image:Excel : Hiding a measure.jpg|thumb|center]] | ||
To display the hidden measure again, click on it again. | |||
[[Image:Excel Showing a measure .jpg|thumb|center]] | |||
You can add dimensions as filters without using drag & drop. The procedure is identical to showing or hiding measures, except that, in this case, the dimension must be selected. | |||
[[Image:Excel | [[Image:Excel Showing/hiding dimensions.jpg|thumb|center]] | ||
[[Image:Excel | If a dimension was added as a filter, the dimension can be removed again by double-clicking on it in the filter area. | ||
[[Image:Excel Removing a dimension from the filter area.jpg|thumb|center]] | |||
[[Image:Excel | |||
You can also use filter dimensions as axis dimensions by means of drag & drop. To do so, simply click on the dimension in the filter, hold the left mouse key, and drag the dimension to the desired axis. When the desired position is highlighted, release the left mouse key. The dimension will be inserted and will now serve as a dimension on the axis. | |||
[[Image:Excel Dragging a dimension from the filter area to an axis.jpg|thumb|center]] | |||
To change the order of the measures (fields), click on the measure you want to move and drag it to the desired location. A bold black line will display the current position where the measure will be inserted when you release the left mouse button. | |||
[[Image: | [[Image:ExcelDragging and dropping measures to change their order.jpg|thumb|center]] | ||
Additionally, you can change the order of the measures in the “Select measures” dialogue. Open the dialogue by clicking on the “Select measure” button. Now change the position of the selected measure using the Up and Down arrow icons. | |||
[[Image:Excel | |||
[[Image:Excel Moving measures up and down.jpg|thumb|center]] | |||
Dimensions can be positioned on the axis (to the left or right of a previously inserted dimension), or they can replace other axis dimensions. The border around the dimensions on the axis shows the position to which the dimensions will be moved. | |||
[[Image:Excel | [[Image:Excel Inserting a dimension on the left of an existing dimension.jpg|thumb|center]][[Image:Excel Replacing an existing dimension.jpg|thumb|center]][[Image:Excel Inserting a dimension on the right of an existing dimension.jpg|thumb|center]] | ||
To edit the definition of the axis, right-click on an axis dimension to display a context menu. | |||
[[Image:Excel Axis dimension context menu.jpg|thumb|center]] | |||
This context menu consists of the following elements: | |||
:*Current dimension element | |||
:*Dimension of the element | |||
:*Total axis | |||
== Kontextmenü == | == Kontextmenü == | ||
Revision as of 14:14, 6 May 2010
The Analyser is an interface for defining data. The Analyzer allows you to select databases and analyse them via drag and drop in a browser.
The Object Tree
The object tree is the dropdown list that is used for selecting the data source or report which will serve as the basis for a report. The object tree is located in the upper left corner of the Analyzer.
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The object tree has three main sections:
- My Reports: This is where users can save their reports. This folder is saved on a per-user basis. The saved reports can only be viewed by the user who saved them.
- Public Reports: All data sources/reports in this folder are visible and available to all users.
- Data Sources: This folder lists all objects that can serve as the basis for a report. The objects are grouped according to connectors. This folder is visible only to the users Manufacturer, PowerUser, and Partner. CoPlanner standard users do not have access to this selection. Objects in this folder must be made available by users with access to this folder. This is done by creating a link in the Public Reports folder.
The object tree contains two different types of objects
- Data Sources: These objects do not have defined filters or axis dimensions and do not use templates. They contain the permitted filters and axis dimensions and serve as the basis for creating reports.
The following icons are used for Data Sources:
| CoPlanner Cube | 
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| OLAP Cube | 
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| CoPlanner Tables | 
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- Reports:Reports can be saved either in My Reports or in Public Reports. These folders are designated by the predefined filters or dimensions that were used on the axes. Reports are marked by the icon
.
Using the object tree
As we have seen, all data sources are accessible only to the users Manufacturer, PowerUser, and Partner. These data objects are made available by the creation of an entry for the desired data source in the Public Reports folder. When a user creates a report, this report can be saved either in My Reports or in Public Reports. Access to the contents of the object tree can be facilitated by creating folders. Users with the appropriate user rights can create and delete views in the corresponding folders and can also create and delete subfolders.
Sharing data source for all users
This option is only available to the users Manufacturer, Partner, and PowerUser. To share a data source, please select the data source, left-click on it and drag it to the place in the object tree where you want it to be available (Public Reports or a subfolder of Public Reports). The folders will close at the start of the dragging process. The folder names of folders that are available for dragging data into will be shown in black, while folders that are not available will be greyed out. The current folder, i.e. the folder into which the data was dragged, will be shown with a yellow background.
Renaming folders
Right-click on the folder you want to rename. This will display a context menu. Select the “Rename” menu item. You can now give the folder a new name. The folders My Reports, Public Reports, Data Sources, and the subfolders of Data Sources cannot be renamed by users.
| Hint Context menu: Only those commands will be available that the user is permitted to use. |
Creating a new folder
Right-click on the folder in which you want to create a new folder, and select “New folder” from the context menu. A new folder will be created, and you can now assign a name to the new folder.
Deleting a report or a folder
Right-click on the report or folder you want to delete. A context menu will appear. Select “Delete”. If the option to delete is not available (i.e. if it cannot be selected), then you do not have permission to delete the report or folder. If a folder contains subfolders or reports, these must be removed before the folder can be deleted.
Functionality of the Analyzer
When the Analyzer is started, it initially opens with no data object selected.
When working with the Analyzer, the first step is to select a data object from the tree located in the upper left-hand corner of the Analyzer.
After you have selected a data object, the dimensions that can be used as axis dimensions or filters will be available in the right-hand pane.
Additionally, the measures that can be displayed or hidden will be available.
Elements – dimensions and measures – that do not have an associated icon (
) will not be available here. Measures without an icon will not be shown, and dimensions without an icon will be ignored.
You can rotate the axes by clicking on the 
icon. To transfer only the measure dimension to the opposite axis, press and hold the Ctrl key.
To use a dimension as an axis dimension, drag the dimension to the position of the desired axis and drop it there.
[[Image:: CoPlanner Analyzer A dimension as an axis element.jpg|thumb|center]]
To use a dimension as a filter, drag the dimension to the filter area instead of an axis.
If you want to display fewer measures, simply click on the measure you wish to hide.
To display the hidden measure again, click on it again.
You can add dimensions as filters without using drag & drop. The procedure is identical to showing or hiding measures, except that, in this case, the dimension must be selected.
If a dimension was added as a filter, the dimension can be removed again by double-clicking on it in the filter area.
You can also use filter dimensions as axis dimensions by means of drag & drop. To do so, simply click on the dimension in the filter, hold the left mouse key, and drag the dimension to the desired axis. When the desired position is highlighted, release the left mouse key. The dimension will be inserted and will now serve as a dimension on the axis.
To change the order of the measures (fields), click on the measure you want to move and drag it to the desired location. A bold black line will display the current position where the measure will be inserted when you release the left mouse button.
Additionally, you can change the order of the measures in the “Select measures” dialogue. Open the dialogue by clicking on the “Select measure” button. Now change the position of the selected measure using the Up and Down arrow icons.
Dimensions can be positioned on the axis (to the left or right of a previously inserted dimension), or they can replace other axis dimensions. The border around the dimensions on the axis shows the position to which the dimensions will be moved.
To edit the definition of the axis, right-click on an axis dimension to display a context menu.
This context menu consists of the following elements:
- Current dimension element
- Dimension of the element
- Total axis
Kontextmenü
Beschreibung der Kontextmenüpunkte:
- Element isolieren: Das aktuelle Element wird isoliert. Das bedeutet, dass auf der Achse, nur noch dieses Element der Dimension angezeigt wird.
- Element ausblenden: Das Element aus der Achsendimension entfernt.
- Element isolieren/aufklappen: Das aktuelle Element wird isoliert, zusätzlich dazu werden auch alle Unterelemente auf der Achse angezeigt (dieser Menüpunkte wird nur bei Elementen angezeigt, welche auch Unterelemente besitzen).
- Eine Ebene höher gehen: Der Übergeordnete Element des aktuellen wird angezeigt, zusätzlich dazu auch die Unterknoten (dieser Menüpunkt wird nur bei Elementen angezeigt, die keine Root-Elemente sind).
- Öffnen bis Ebene: In diesem Menüpunkt werden weitere Menüpunkte angeboten, je nachdem, wie viele Ebenen die Dimension besitzt. Wird ein solcher Menüpunkt selektiert, wird die Dimension bis zur selektierten Ebene geöffnet.
- Ebene auswählen: In diesem Menüpunkt werden weitere Menüpunkte angeboten, je nachdem, wie viele Ebenen die Dimension besitzt. Wird ein solcher Menüpunkt selektiert, wird die gewählte Ebene geöffnet.
- Elemente auswählen: Durch den Elementselektionsdialog können jene Elemente, die auf der Achse sein sollen, selektiert werden. Eine detaillierte Beschreibung des Dialoges finden Sie unter Elemente Selektieren Dialog.
- Nur Blattelemente anzeigen: Nur jene Elemente werden auf der Achse angezeigt, die keine Unterelemente besitzen.
- Dimensionsstruktur unterbrechen: Die Visualisierung der Ebene wird entfernt.
- Nullwerte unterdrücken: Es werden nur jene Dimensionselemente angezeigt, die auch einen Wert besitzen. Diese Einstellung zieht für alle Dimensionen der selektierten Achse.
- Achsendimension drehen: Wechseln der Zeilendimension mit der Spaltendimension.
- Zurücksetzen: Die Dimension wird auf den Ursprungszustand zurückgesetzt. Entspricht einem „Öffnen bis Ebene 1“.
- Kopieren: Kopiert die aktive Zelle des Wertebereichs.
- Einfügen: Nicht verfügbar im Analyzer.
Dieses Kontext-Menü ist auch in Microsoft Excel verfügbar, wenn eine solche Datendefinition nach Excel übertragen wird. Eine genaue Beschreibung hierfür finden Sie unter Erweitertes Kontextmenü.
Ribbon
Die Symbole der Ribbonleiste haben folgende Bedeutung:
| Schaltfläche | Aktion |
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Die Daten werden neu vom Server geladen |
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Die Nullwertunterdrückung wird für alle Achsen aktiviert/deaktiviert |
|
Dieser Menüpunkt beinhaltet die Möglichkeit, bereits definierte Formatvorlagen für diese Datendefinition zu übernehmen. Solche Datendefinitionen werden auch nach Microsoft Excel mit übertragen.
Durch die Auswahl des Formatvorlageneditors ist es möglich, eine Formatvorlage zu definieren, und diese dann anzuwenden. Zurücksetzen bewirkt, dass die Formatvorlage der Sicht entfernt wird. |
Formatvorlageneditor
Der Formatvorlageneditor dient der Erstellung von Formatvorlagen. Diese können gespeichert werden und beliebig angewendet werden.
Elemente Selektieren Dialog
Durch den Elementselektionsdialog können jene Elemente, die auf der Achse sein sollen, selektiert werden. Es können Elemente einzeln selektiert werden bzw. wenn das zu selektierende Element Unterelemente besitzt, diese gleich mitgenommen werden.
Um ein Element zu selektieren, klicken Sie einmal auf das schwarze Kästchen links vom gewünschten Element. Sollen auch die Unterelemente angezeigt werden, klicken Sie erneut auf das Kästchen. Um die Selektion aufzuheben, klicken Sie erneut.
Zusammengefasst:
- 1 Klick: Element selektieren
- 2 Klicks: Unterelemente mit übernehmen
- 3 Klicks: Selektion aufheben
| Durch das Doppelhäkchen werden auch die Unterelemente übernommen. | Nur das selektierte Element wird übernommen. |
Durch einen Rechtsklick auf ein Element des Baumes erscheint ein Kontextmenü. Dieses soll bei der Selektion der gewünschten Elemente Unterstützung bieten.
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Unterpunkte für Selektieren:
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Unterpunkte für Deselektieren:
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