Module 2 Workshop Part 1: Build a Basic Report

Purpose:Build an Active Report that leverages a broad range of basic functionality to reinforce key concepts

Studio: Report StudioPackage: Go Sales (query)Report Type: Blank Active Report

Task 1. Build the Layout of the ReportThe purpose of this section is to use Tables and Blocks to build the report layout for the Active Report.

1. From the Toolbox tab, drag a Block to the work area and set the following properties:

Name: DropDownBlock Width: 975px Padding:

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2. Drag a Table onto the canvas below DropDownBlock - insert a Table with 3 columns and 1 row and set the following properties:

Height: 400px Width: 975px Name: ControlTable

3. Select the leftmost Table Cell of ControlTable and set:

Height: 400px Width: 375px Horizontal Alignment: Center Vertical Alignment: Top

4. Select the center Table Cell of ControlTable and set:

Height: 400px Width: 400px Horizontal Alignment: Center Vertical Alignment: Top

5. Select the rightmost Table Cell of ControlTable and set:

Height: 400px Width: 200px Horizontal Alignment: Left Vertical Alignment: Top

6. The layout of the report is shown below.

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Task 2. Setup Year Filtering for the ChartThe purpose of this section is to create the chart for retailer revenue and use Active Report controls so that the chart dynamically responds to changing the selected Year.

1. Drag a Data Drop-Down List into DropDownBlock and change the Name to YearDropDown

2. From the Source tab insert the following item into the drop area for YearDropDown:

[Sales (query)].[Time].[Year]

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3. Using Query Explorer, navigate to Query1 and rename it ControlQuery

4. Navigate back to Page1 using the Page Explorer

5. Right-click and drag a Data Deck to the leftmost Table Cell of ControlTable – Insert using the existing query called ControlQuery and set:

Height: 350px Width: 350px Slide Animation Direction: Top to Bottom Name: ChartDeck

6. From the Data Items tab insert the following item from ControlQuery into the drop area for ChartDeck:

[Sales (query)].[Time].[Year]

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7. From the Toolbox tab, drag a Chart into ChartDeck and select Clustered Column with 3-D Effects – set the following properties:

Chart Title: Show Double-click on Legend and uncheck Show

legend Width: 350px Height: 350px Name: RetailerChart

8. Double-click on the Chart Title on the canvas and enter “Revenue by Retailer” – select the Chart Title background area on the canvas and change the Font property to size 10

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9. Click on the Primary Axis and change the Axis Title to Hide

10.Click on the Category Axis and change the Axis Title to Hide

11.Using Query Explorer, navigate to Query1 and rename it ObjectQuery

12.Navigate back to Page1 using the Page Explorer and from the Source tab insert the following items into the RetailerChart:

[Sales (query)].[Sales].[Revenue] as the default measure

[Sales (query)].[Retailer type].[Retailer type] as the category

13.Using Query Explorer, navigate to ObjectQuery

14.From the Source tab drag [Sales (query)].[Time].[Year] to the Detail Filters section and enter the expression:

[Sales (query)].[Time].[Year] = ?pYear?

15.Navigate back to Page1 - right-click on RetailerChart and select Master Detail Relationships

16.Click the New Link button and connect Year to pYear - click OK

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17.Click on the Primary Axis of RetailerChart – double-click on the Axis Range property and uncheck the Same range for all instances of chart option

18.Click on the Create a New Connection icon beside YearDropDown, implement the following and then click Connect:

Source Control: YearDropDown Source Control Data Item: Year Behavior: Select Create a new variable: varYear Target Control: ChartDeck Target Control Data Item: Year

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19.The layout of the report is shown below and when the report is run the user should be able to choose a Year from the drop-down menu and have the chart update and animate.

Task 3. Setup Year Filtering for the ListThe purpose of this section is to expand the functionality of the report to include the dynamic filtering of a list.

1. Right-click and drag a Data Deck to the center Table Cell of ControlTable – Insert using the existing query called ControlQuery and set:

Width: 340px Name: ListDeck

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2. From the Data Items tab insert the following item from ControlQuery into the drop area for ListDeck:

[Sales (query)].[Time].[Year]

3. Right-click and drag a List into ListDeck – Insert using the existing query named ObjectQuery and set the following:

Width: 340px Name: RetailerList

4. From the Data Items tab insert the following item from ObjectQuery into RetailerList:

[Sales (query)].[Retailer type].[Retailer type]

5. From the Source tab insert the following items into RetailerList:

[Sales (query)].[Sales].[Quantity] [Sales (query)].[Sales].[Gross profit]

6. Select the Quantity List Column Title and do the following:

Set the Width to 110px From the toolbar select the Summarize

icon and in the Summarize in Output section select Total

7. Select the Gross Profit List Column Title and do the following:

Set the Width to 110px

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From the toolbar select the Summarize

icon and in the Summarize in Output section select Total

8. Right-click on RetailerList and select Master Detail Relationships

9. Click the New Link button and connect Year to pYear – Click OK

10.Click on the Interactive Behavior icon beside ListDeck and double-click on the Container Select area – create the following condition and then click OK three times:

Data Item: Year Operator: in Active Report Variable: varYear

11.The layout of the report is shown below and when the report is run the user should be able to choose a Year from the drop-down menu and have both the chart and list update. Only the chart should animate when a selection is made.

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Task 4. Setup the Region Filtering FunctionalityThe purpose of this section is to allow the user to filter the chart and the list by both Region and Year.

1. Right-click and drag a Data Radio Button Group to the rightmost Table Cell of ControlTable – Insert using the existing query called ControlQuery and set:

Orientation: Vertical Name: RegionButtons

2. From the Source tab insert the following item into the drop area for RegionButtons:

[Sales (query)].[Retailers].[Region]

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3. From the Data Items tab insert the following item from ControlQuery into the drop area for ChartDeck:

[Sales (query)].[Retailers].[Region]

4. From the Data Items tab insert the following item from ControlQuery into the drop area for ListDeck:

[Sales (query)].[Retailers].[Region]

5. Using Query Explorer, navigate to ObjectQuery

6. From the Source tab drag [Sales (query)].[Retailers].[Region] to the Detail Filters section and enter the expression:

[Sales (query)].[Retailers].[Region] = ?pRegion?

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7. Navigate back to Page1 - right-click on RetailerChart and select Master Detail Relationships

8. Click the New Link button and connect Region to pRegion - click OK

9. Right-click on RetailerList and select Master Detail Relationships

10.Click the New Link button and connect Region to pRegion - click OK

11.Click on the Create a New Connection icon beside RegionButtons, implement the following and then click Connect:

Source Control: RegionButtons Source Control Data Item: Region Behavior: Filter Create a new variable: varRegion Target Control: ChartDeck Target Control Data Item: Region

12.Click on the Interactive Behavior icon beside ListDeck and double-click on the Container Filter area – create the following condition and then click OK three times:

Data Item: Region Operator: in Active Report Variable: varRegion

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13.The layout of the report is shown below and when the report is run the user should be able to choose a Year from the drop-down menu or a Region from the radio button group and have both the chart and list update.

Task 5. Setup the Default BehaviorThe purpose of this section is to setup the desired behavior of the report when a user first opens it.

1. Select ChartDeck and change the Default Card property to Yes

2. Drag a Text Item onto the Default Card for ChartDeck and enter “ Choose a Year from the drop-down above”

3. Select ListDeck and change the Default Card property to Yes

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4. Click the Interactive Behavior icon beside RegionButtons and double-click on the Control Enable area – create the following condition and then click OK:

Item: Empty Variable Operator: in Active Report Variable: varYear

5. At the bottom of the Control Enable dialog box, click NOT and then click OK twice

6. Select YearDropDown and change the No Value List Item property to Show – enter “Choose a Year” as the Default text in the Label property field

7. On the Active Report Variables tab right-click on varRegion and select Edit Variable – click on Set Default Value and choose Americas – click OK twice

8. The layout of the report is shown below and when the report is run the user should be prompted to make a selection from the drop-down list and the Region buttons should be disabled. Once a Year selection is made, the objects should appear and the Region buttons become active.

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9. Save the report as Module 2 Workshop 1. The next workshop will begin using the saved report.

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