Excel Reporting

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{{#breadcrumb:Main}} See also: MS_Excel

Using Excel 2007 or 2010 as the front end to view DataSelf OLAP Cube data.
Links to Microsoft tutorials for the use of standard pivot table features.
Focus on the characteristics of the DataSelf BI OLAP cubes that enhance the usefulness and ease of creating variety of reports. Some of the features are available only in Excel 2010.

Getting Started with DSBI Cube Reporting in Excel Pivot Tables

  • Are you seeing the latest version of the data?
  • Filters
  • Use the Pivot Table Field List to create report variations
  • Drilldown and Actions for underlying details

Starting a New Report

  • Making the connection
  • Using the PivotTable Field List to add rows, columns, measures, and filter
  • Using the Date Document, Date Document Parts attributes
  • Adding a simple chart

DSBI Cube Features – (Object Descriptions)

  • Cube Nomenclature
  • Date Dimensions
  • Last Cube Refresh
  • “Stacked” Dimensions: Stacked Sales Line Dimension
  • Product Default Filter

Formatting

  • Report Layouts
  • Row and Column Bands
  • Predefined PivotTable Styles
  • Selecting a Section to Format
  • hide field header
  • rename columns
  • repeated names
  • remove +
  • Colors
  • Repeat Item Labels
  • copy to clipboard to preserve formatting

Advanced Report Features

  • Slicers
  • Add other calculations
  • Sort by rows, columns and measures
  • Subtotals
  • Totals to include all items, even filtered ones
  • Using Properties to Improve Performance (make the cube refresh more quickly)
  • Named Sets
  • Other Sites with helpful tips

Advanced Charts

Technical Notes - Setting up the User’s Workstation for DataSelf BI Excel Reporting

On-line Tutorials

Creating KPI Dashboards in Microsoft Excel

Scrollable List View in Dashboard; Sort on Any KPI; Highlight KPIs Based on Percentile; Microcharts; Compare 2 KPIs;
Show the Distribution of a KPI using Box Plots

http://chandoo.org/wp/2008/08/20/create-kpi-dashboards-excel-1/