Report Creation using the EPM Pane

You can create and modify a report by using the EPM pane.

Note If you work with several reports, you can only create the first report using the pane. To create additional reports, you must use the New Report button.

Note You can specify that the dimension tree view be collapsed, by using the option Collapse Dimension Tree View in the User Options.

Report creation by drag and drop in the pane

In the Current Report area of the pane, you can drag and drop one or more dimensions to the following sections to create a report:

Page Axis. This is optional.
Row Axis.
Column Axis.

Note When you use a SAP BW (INA Provider) connection, a warning message may appear near the dimensions. Certain member selection settings available in the EPM plug-in are not compatible with BW member selection settings. See Member Entry Using the Member Selector (on Large Volume Data Sources and Specific Connections)for more information.

As soon as you drag and drop at least one dimension in the row axis and one dimension in the column axis - and provided that the Defer Layout Update option is not checked, the report with the selected dimensions is displayed in the worksheet.

By default, each time that you make a change in the axes sections, the report layout is automatically updated. To improve performance when you are accessing a large amount of data, you can switch to manual update. When you switch to manual update, you cannot use the report until you switch back to automatic update. However, you can quickly add, move, and remove dimensions from the dimensions section to the axes sections, and then switch back to automatic update to see your results. To enable manual update, select the Defer Layout Update option. The Update button is enabled. When you finish changing the report layout, click Update to see the layout in the worksheet. The Defer Layout Update option is persistent.

By default the member taken into account for a dimension is the one defined in the context, with the Member and Children relationship. Once a dimension has been added to an axis section, you can select another member for the dimension by clicking the dimension name that appears as a link. The Member Selector opens and you can select the member you want.

When placing several dimensions in one axis, you can reorder the dimensions by selecting a dimension row (click on the right of the dimension link, not on the link itself) and performing a drag and drop.

In the page axis section, you can click on the cell reference of the dimension (D7 for example). Using the Cell Selection dialog box that opens, select the cell you want in the sheet to move the page axis dimension. An error message appears if you have selected a cell that is below the column axis.

Alternatively to some of the above features, you can perform the following actions:

In the dimension list section, using the arrow context menu (right-click), you can add the selected dimension to:
- The page axis by clicking the Move to Page Axis command.
- The row axis by clicking the Move to Row Axis command.
- The column axis by clicking the Move to Column Axis command.
In the page, row and column axes sections, clicking the arrow that appears when you mouse over a member, you can:
- Select members for the selected dimension by clicking the Select Dimension Members command. The Member Selector opens and you can select the members you want.
- Move the dimension to another axis, by clicking the Move to Page Axis, Move to Row Axis or Move to Column Axis command.
- Remove the dimension from the axis by clicking the Remove command.
In the row and column axes sections only, you can reorder the dimensions if you have selected more than one dimension in an axis. To do so, use the Move to the Top, Move Up, Move to the Bottom and Move Down commands.
In the page axis section only, you can click the Change Cell... command. Using the Cell Selection dialog box that opens, select the cell you want in the sheet to move the page axis dimension.

Report creation by drag and drop in the worksheet

You can drag and drop dimensions or hierarchies from the Current Report list directly to the worksheet to create a report:

For a Planning and Consolidation connection. The member that is selected in the context is displayed by default in the report, with the following relationship: Member Only. Therefore, when you change a member in the EPM Context bar, the member will also change in the report.
For a local or SAP BusinessObjects Enterprise connection. The context member or the default member is displayed by default in the report, with the following relationship: Member Only. When several hierarchies exist for a dimension, a member node that belongs to one hierarchy may not belong to another hierarchy. For this reason, the context member is taken into account if the member belongs to the hierarchy you drag and drop. If the context member does not belong to the hierarchy you drag and drop, it is the default member of the hierarchy (this is defined in the cube or model) that is taken into account.