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Version 4.5 Walk Through List

Contents

Overview ..................................................................................................................................................... 1

Ad Hoc on Domain Data .............................................................................................................................. 2

View the Supermart Domain ....................................................................................................................... 4

Ad Hoc on OLAP data .................................................................................................................................. 7

Ad Hoc on Topic data ................................................................................................................................ 10

Export to Excel ........................................................................................................................................... 12

Interactive Viewing Report ........................................................................................................................ 13

Overview

This document contains steps on how to walk through various features of the Version 4.5 release.

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Ad Hoc on Domain Data

1. Create a report

2. Select a Domain, for example Supermart:

3. Select Data, for example, Sales, then select the Crosstab Button:

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4. Select multiple Measures and Fields and drag into row and column locations, for example:

5. Select the Expand button to expand group data.

6.

Select the Switch Groups button to swap the Column / Row orientation, for example:

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Note that Measures type data can now be placed into column groups, this is a new feature!

7. Select the Save As button to save your work, for example:

View the Supermart Domain

1. Select the View menu and Repository.2. Select the Supermart Domain:

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3. Select the Edit button, the following page appears:

4. Select the Edit with Domain Designer link, the Domain Designer page appears.5. Select the Display tab and expand the Sales_Fact_All item:

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6. Select the sales_fact_ALL_store_sales_98 field, then scroll the properties pane to the bottom:

Note the Field or Measure attribute. This value controls how a field appears as either a Field or

Measure in the Ad Hoc UI data selector.

7. Select the Sales_Product item form the center pane, then select the sales_product_brandnamefield:

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Note the Field or measure attribute value.

Ad Hoc on OLAP data1. Select the Create Ad Hoc report menu item.2. Select the OLAP Connections as the data type.3. Select the Sales cube and the Cross Tab button:

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4. Select Dimensions and Measures, for example:

5. Select the Save As button, and save your report, for example:

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6. Select a data cell for Drill-Through, the result set displays in the Viewer, for example:

7.

Select the Export button, note the new options. Select the Excel option, the following appears:

8. Open the Excel sheet and peruse the results.9. In the browser, go back to the Ad Hoc editor tab.

Note, you can now use the saved report in the Dashboard Designer, and also schedule the report; both

new features!

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Ad Hoc on Topic data

1. Select the Create Ad Hoc report menu item.2. Select the Topics item as the data type.3. Select the Demo for Ad Hoc item and the Table button:

Note that the data panel contains both Fields and Measures. The application determines which

fields are classified as Measures based on its data type. If certain fields need to be re-classified,

select the item with a right mouse click, and select the Use as Field item from the context menu, for

example:

4. Drag some Measures and Fields to the Columns area5. Drag some Fields to the Group area. For example:

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Note, the Layout Managerelement of the UI is used to orient data in Column and Row orientations.You can Hide and Unhide the Layout Manager by selecting the option button:

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Export to Excel

1. Select the View Reports menu item.2. Run the Accounts Report report. (You can also get to this report by navigating the repository

to /Reports/Samples/AllAccounts)

3. Select the Export option on the top-right hand corner of the Report Viewer.4. Choose the As Excel and As Excel (Paginated) Export options to see the difference in the

Excel output in the two export modes. The Excel (Paginated) version will have repeated column

headers for each page while the other one will not.

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Interactive Viewing Report

Reports built with iReport that contain the table componentnow offer basic interactivity. To see how

this works:

1. Select the View Reports menu item.2. Run the Accounts Report report.

3. Run your mouse over any column heading, a hand-cursor appears.4. Mouse click any column heading to sort.5. Right click on any column heading to perform a filter on the report content. For example, a

right-click on theAddress column brings up the filter dialog, you can select an operator andfilter value. For example,Address contains the string cir:

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Any column that has a sort or filter applied will display the appropriate icon: