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The five-step Report
Wizard guides you in defining a query; selecting a table and graph
for the layout; and adding optional features such as group breaks,
section filters, a header, and a footer. You can also select the format
for displaying the data (for example, the number of decimal places
that are used when displaying a number). When you click Finish, you have a complete, one-section report. Because
the resulting report is based on a data source, you have full access
to all the report objects (tables, graphs, geographical maps, group
breaks, headers, footers, images, and text).
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You can choose only
from three graph types (bar, line, and pie).
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Open a stored process
as a report
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When you include a stored
process in a report, you can use Edit mode to add a header, a footer,
images, and text that are independent of the stored process. The result
can be a much more robust report than just the stored process report
itself.
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Use a template for the
layout and then add the data
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When you select a template,
you start creating your report with an already completed layout design.
The layout can include the following:
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tables, graphs, images, text, and
their last saved properties
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links from images 1 and text to Web sites and reports
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stored process objects (without
the stored process selected)
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In addition, templates
can contain multiple report sections, each with a unique design.
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You must define the query that
will retrieve the data for the report.
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You must specify any group breaks.
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A layout design that exactly meets
your needs might not be available. In this case, you can create your
own template (or templates).
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Save a report based
on a data source
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When you save a report
based on a data source, you create a new report simply by selecting
an information map, a table, or a cube. Because the resulting report
is based on a data source, you have full access to all the report
objects (tables, graphs, geographical maps, group breaks, headers,
footers, images, and text).
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You do not choose the data items
used in the default query (which includes only standard data items).
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You do not have any input into
the default layout design.
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Base the new report
on an existing report
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If there is an existing
report that closely meets your requirements, you might only have to
make minor changes to the query and the layout to create a new saved
report. The existing report might have multiple report sections.
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Some changes might result
in the loss of some existing functionality, such as conditional highlighting.
If too many adjustments need to be made, it might be easier to create
a custom report.
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1Images can include links
from group break values to prompts in a target report. However, prompt
associations cannot be saved in a template because templates cannot
contain group break information.
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