The picture below illustrates the components of the Report Design section:
Cube Panel
The Cube Panel lists all pre-defined cubes in the CIPAce system, including: Contract, Fund, Fund Allocation, Fund Group, Implementation Project, Issue, Planning Project, Project Budget, Project Expense, Project Filtering, Project Financial, Project Portfolio Planning, Project Ranking, Project Resource and Schedule, Project Risk and Issue, Project Scoping, Proposal, Purchase Order, Resource, Risk, Task, Timesheet, Project Tracking. You need to select one of the pre-defined cube in the Cube Panel before you begin to design the report. After selecting a cube, the pre-defined measures and dimensions will be displayed in the Measures and Dimensions Panel. (Please note that "Project Tracking" is currently the only cube that supports displaying financial amounts in multiple currencies.)
Measures and Dimensions Panel
A measure is a fact, which is a transactional value or measurement that a user may want to aggregate. Measures are sourced from columns in one or more source tables, and are grouped into measure groups. Each measure group has a pre-defined default attribute. When select a measure group is selected, its default attribute is automatically selected. For example, the default attribute for Project Expenses would be Expense Item Quantity. A dimension is a group of attributes that represent an area of interest related to the measures in the cube, and which are used to analyze the measures in the cube. Generally, the attributes of a dimension will be all of the fields in a data table. For example, Project may include Project ID, Project Name, Department, Program, Account Number, Contact Person, and so on. Each dimension has a pre-defined default attribute. When select a dimension is selected, its default attribute is automatically selected. For example, the default attribute for Project would be Project ID – Project Name.
Categories Panel
A chart category group is similar to a matrix dynamic column group. Normally categories are dimensions.
Series Panel
A chart series group is similar to a matrix dynamic row group. Normally series are measures.
Categories and Series in Grid Mode:
Chart/Grid Area
The data generated by the Categories and Series is displayed in the Chart/Grid Area in chart/grid mode. You can switch between chart and grid modes by clicking the Chart/Grid tabs.
Chart Mode:
Grid Mode:
Filter Panel
A filter can be a dimension or an attribute of a dimension and the filter is applied in the View Report mode to let the report viewer filter the output chart/grid.
Toolbar
The Toolbar changes in the Chart/Grid Mode.
•Toolbar in Chart Mode
Save Chart Image – click to save current chart to a PNG file
Copy Chart – click to copy current chart to the clipboard
Print Chart – click to print current chart
Print Preview Chart – click to generate a print preview of current chart
Select Chart Type – click to select the series type of current chart
Toggle Chart Legend – click to turn on/off chart legend
Properties – click to edit properties of current chart, see details below:
Properties > Chart tab: you can set the chart style and type here, and you can also define the chart/grid title format and its location under this tab
Properties > Legend tab: you can define the legend style and it location under this tab
Properties > Labels tab: you can define the labels and the location under this tab
Properties > Appearance tab: you can define the border and line, and background of the chart
Properties > X Axis tab: you can define the X Axis of the chart under this tab
Properties > Y Axis tab: you can define the Y Axis of the chart under this tab
Select Color Palette – click to set color palette of current chart
View Relationships – click to view the relationships between the dimensions and measure groups of the selected cube
Grid Orientation – not available in Chart Mode
Show Grid Total - not available in Chart Mode
Pivots Data – click to switch Categories and Series
Switch to Simple View – click to switch current chart to simple/advance view
Advance View:
Simple View:
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•Toolbar in Grid Mode
Save Chart Image – not available in Grid Mode
Copy Grid – click to copy current grid to the clipboard, which can be pasted into Microsoft Word or Excel
Print Grid – click to print current grid
Print Preview Grid – click to generate a print preview of current grid
Select Chart Type – not available in Grid Mode
Toggle Chart Legend – not available in Grid Mode
Properties – not available in Grid Mode
Select Color Palette – click to set color palette of current grid
View Relationships – click to view the relationships between the dimensions and measure groups of the selected cube (same as in Chart Mode)
Grid Orientation – click to switch the columns and the rows of current grid
Show Grid Total – click to display/not display the total amount in current grid
Pivots Data – click to switch Categories and Series
Switch to Simple View – click to switch current grid to simple/advance view
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