Working with Dynamic Report Set

Overview

Dynamic Report Sets are created using Rules, which pull members directly from the dimensional hierarchies. Dynamic Report Sets performance is directly linked with the dimension hierarchy setup. Dynamic Report Sets can be created from the File Cabinet page.

The Dynamic Report Set includes two tabs:

• Single - Create a Report Set with selected members.

• Advanced - Select multiple dimension members and functions to create a Report Set. The advanced dynamic report set also contains some rule-builder tools that provide flexibility while building the rule.

The following fields are available on the Dynamic Report Set toolbar:

• Reload - Click the Reload icon to refresh the page.

• Save - Click the Save icon to save the Report Set.

• Save As - Click the Save As icon to save the Report Set with a different name.

• Save as Static - Click the Save as Static button to save the Report Set as static.

• Preview - Click the Preview button to launch the Dynamic Report Set Preview page. Results are based on the Rule definition. All members selected on the Dynamic Report Set page are listed. Members are displayed with or without indents based on the status of Suppress Line Spacing.

Note:

Preview is available only when a single dimension is used in the rule.

How to Use the Single Tab Option in a Dynamic Report?

Create a Report Set with selected members of one dimension with the Single tab. The dimension chosen while adding the Report Set is displayed at the top of the Single tab. The members displayed in the Select Members section are based on the chosen dimension.

To create a Single Dynamic Report Set, do the following:

1. Select the required dimension members from the Select Members pane to create a rule.

2. The selected members appear in the Selected Members pane. The default order of the selected members is the order of your selection. You can use the up and down arrows adjacent to each member in the Selected Members pane to re-order the selected members. The rule definition changes based on the order of the selected members.

3. Select any of the following from the Options list after you select the members:

   • Selected - Members in the tree, as selected by the user. This is the default value.

   • Children - Immediate children of members, as selected by the user

   • Selected + Children - Selected members, and their immediate children

   • Selected + All Children - Selected members, and all levels of children under them

   • Leaves - Leaf members at all levels under the selected members

   • Selected + Leaves - Selected members, and their leaf members, at all levels.

   • Selected + Parents - Selected members, and their immediate parents.

     Note:

     If the Suppress Level Spacing checkbox is selected, the hierarchy members will display in the Preview with indents suppressed (i.e., not applied). By default the checkbox is unchecked (do not suppress).

How to Use the Advanced Tab Option in a Dynamic Report?

Select multiple dimension members and functions to create a Report Set. The advanced dynamic report set also contains some rule-builder tools that provide flexibility while building the rule. 

To create an Advanced Dynamic Report Set, do the following:

1. Click Reports. 

2. Click the + icon, to create a new dynamic report.

3. Under the Members section, select the necessary dimension from the drop-down list.

   Note:

   Utilize the Functions section to set the formula using the pre-defined system functions.

4. Drag and drop the required dimension members into the right pane to create a rule.

   Note:

   • Select a member from one dimension, change the dimension, and select another member if needed.

   • If adding a comma, make sure to enclose the rule in parentheses.

5. Update the Rule Definition for your reference if needed.

6. Click Save to add the rule to the formula. Use the following options in the Rule Builder tool while working on a rule:

   • Reset - Clear the currently added dimension members and revert to the previously saved state.

   • Copy - Copy the syntax.

   • Paste - Paste the copied syntax.

   • Check syntax - Click to validate if the syntax is correct or not.

   • Check Auto Syntax - Enable this option to auto-validate the syntax when you save the rule.

   • Clear - Removes the rule and rule definition.

Note:

If the Suppress Level Spacing checkbox is selected, the hierarchy members will display in the Preview with indents suppressed (i.e., not applied). By default the checkbox is unchecked (do not suppress).