This section describes how to add data to a report.
About this task
The data items that you can add to a report are displayed as objects
in the
Source tab in the
Insertable Objects pane to the left.
Each object in the data source has a representative icon. You can insert the
following objects into your report:
- Query subject, which represents a table in the database.
- Query item, which represents a column in the database, such as product
name or country.
- Level attribute, which represents a property of a level.
- A member, which is a unique item within a hierarchy.
- Hierarchy, which represents a collection of dimensional members organized
into a tree structure.
- Level, which is a set of members that have common attributes. The root
level is the parent and rollup of all members in the first level. It is used
to obtain a rollup of all values across the hierarchy and to provide a convenient
point to start drilling. For example, a Years level hierarchy might contain
the following levels:
- Root level Years
- First level Year
- Second level Quarter
- Third level Month
- Measure or fact, which is a query item that represents a column of quantitative
data in the database, such as revenue or quantity.
To add data to a report, on the
Source tab, click the data
item in the
Insertable Objects pane, and drag it to the
Report pane
on the right. A flashing black bar indicates where you can drop the item.
The inserted items are displayed on the
Data Items tab. You can also
select a data item by double-clicking it or right-clicking it, and then clicking
Insert.
Note: For
more information about a query item, in the Source tab, right-click
the item, and click Properties. For example, when working with relational
data sources, the Usage property identifies the intended use for the
data represented by the data item. You can also obtain more information by
clicking Lineage.
To remove a data item from the report,
click the data item and press the Delete key. You can also right-click
the item and click Delete. To remove the data item from the report
but to keep it on the Data Items tab, right-click the item in the report
pane, and select Cut.
When using dimensional data, you can customize
how you see the data items in the source tree. You can select a metadata view
with dimensions, hierarchies, levels, an optional members folder, and member
properties. Or you can select a view that displays only members. With this
view you can add only members to your report. To customize the source tree
view, click the Source tab, right-click anywhere in the Insertable
Objects pane, and click Package Tree Settings. Select
the appropriate check boxes and click OK.