Create Reports in a Worksheet

Use this function to create read-only reports and input-ready reports in a worksheet.

Procedure

  1. Go to Library from the navigation panel.
  2. From the New toolbar, choose Worksheet.
  3. In the newly created worksheet, click the (More Options) icon in the global context bar to specify the dimensions to display.
  4. Click the + New Report icon to create a report. If you want to create a report to input data, choose Input-ready Report. If you just want to display data, choose Read-only Report.
  5. In the Define Data Grid dialog, choose the dimensions that you want to include by dragging them to the required area - Rows or Columns.
  6. To select the members to include in the report, click the name of the required dimension. The member selector appears.
  7. Select the checkbox for each member to include in the report or click to include all children, descendants, and base members of a parent member in the selection, then choose OK.
  8. Choose Save.
  9. After creating an input-ready report, you can input data into the report tile and save it in the worksheet.
    Note
    By default, when saving the data, all the other report tiles in the worksheet are automatically checked and refreshed. If you do not want to refresh other report tiles, click the Refresh button of those tiles and uncheck Auto Refresh.
  10. After adding reports, you can save the worksheet to any one of the folders in the Library. Give it a name and description, then choose OK.

Additional Functions

You can export a report to a comma-separated values (CSV) file. After that you can open the file with Microsoft Excel, perform data analysis, format the report, print it with Excel, or copy the changed data back from Excel to a input-ready report.

In a report, you can suppress empty rows and the rows whose values are zero so that the report is more usable and easier to read. To do this, choose Display from the menu bar. In the submenu that appears, select one of the following options:
  • Keep All - When selected, all rows are shown.
  • Suppress Empty Rows - When selected, empty rows are not shown. Rows that have values in them are shown, even if they have zero values.
  • Suppress Empty and Zero Rows - When selected, all empty rows and rows with zero values are hidden.
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