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.
Elements and functions
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".
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.
- 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" "Meine Umsatzplanung" aus. |
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. |
Der violette Pfeil zeigt an, in welche Richtung die Dimension aufgespannt wird. Diese Einstellung lässt sich mit einem Klick auf den Pfeil verändern. Mittels rechter Maustaste in der Tabelle steht ein Kontextmenü zur Verfügung.
The violet arrow shows in which direction the dimension is clamped. This setting is configurable with a click on the arrow. A context menu is available using the right mouse button.
| Eingabe Klicken Sie mit rechter Maustaste in die Tabelle auf 'Einfügen/Spalte rechts' |
Es wird eine neue Spalte auf der rechten Seite eingefügt.
| 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" |
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/dimensionto 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.
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.
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.
| Eingabe Ziehen Sie die Produkte Dimension in die vertikale Achse und die Zeit in die horizontale Achse. Wählen Sie folgende Dimensionen als Filter: Plan, Unternehmen, PC/KST, Regionen/Kunden, Umsatzerlösarten, Vergleichsplan und die Zeit. |
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.
| Eingabe 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. |
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.
Dieser Assistent dient dazu schnelle, einfache Grafiken zu erstellen. Eine Beschreibung zu den Einstellungsmöglichkeiten dafür finden Sie hier The assistant is useful to create fast and simple graphics. You can find a description of the settings here.
Für alle weiteren Einstellungen klicken Sie einfach mit einem Doppelklick in die Grafik. Eine genaue Beschreibung zu diesen Einstellungsmöglichkeiten im Diagramm finden Sie hier
| Input Click on "Report" in the ribbon. |
The report is being generated and instantly available.
Properties
Die Eigenschaften eines Reports betreffen folgende Bereiche:
