Create your first report


Drag dimensions to columns and rows

Select dimensions across which you would like to analyze your data (measures). E.g. in this example we would like to analyze who are our best customers based on sales amount.

Since flex.bi 4.2., Measures are always used in all reports and cannot be removed. 

Select just one measure

If you have very many measures then instead of dragging all measures to columns you can select just one measure you would like to analyze.


Dimensions can be used both – in Pages and in Rows/Columns

Any dimension can be used in Rows/Columns and in Pages for filtering. (Time dimension used in Pages and in Rows, while Transition Status dimension is used in Pages and Columns.)

For example, you can use the Time dimension both in Pages as a filter (Year/Quarter/Month/Week/Day) as well as in Rows or Columns. That allows you to create a Time based chart and quickly apply a filter to narrow down to specific members (year, quarter, month, week or day).

Expand and collapse, rearrange measures

You can expand and collapse selected dimension members to show detailed hierarchy level members (e.g. start with all customers and expand into countries, regions or states, cities and individual customers). You can add or remove selected measures in columns or rearrange them with drag and drop.


All hierarchy level members and member actions

Instead of expanding hierarchy levels from a top you can select all hierarchy level members (e.g. all cities). And then you can order them by selected measure or select other available member actions (e.g. drill into lower hierarchy levels, drill across another dimension, select only one member or remove selected member, select top or bottom rows based on selected measure, filter rows by specified condition). Read also about more advanced filters using date filters and regular expressions.

Conditional formatting on cells

Select Cell formatting to specify the range of values which should have different text or background color in the column or row.

You can also use Cell Formatting to color Text fields; then write the exact text as both Min and Max values. If you have letter-coded field values like A, B, C, D etc, then you can set A as Min and C as Max to color all A, B, Cs.

Add members to Time dimension

The dates in  Time  dimension are created dynamically - days are added only if there is some activity in the date. If you wish to add some analysis about future or past Time periods that you do not see in Flex.bi, it is possible to add these Time members in Time dimension / All Hierarchy level members. 


To add date range you should use exact date name or relative date descriptions . After clicking on OK you will see a confirmation screen with number of how many Time dimension day level members will be created; click 'Yes' to proceed and create new Time dimension members that can be used to show e.g. forecasts or comparison when not all last year data exist.

Page dimensions

If necessary you can drag some dimensions to pages as well and then select one dimension member in page dimension to see corresponding results.

By default all dimension members will be visible and Measures will be showed only where applicable based on filter. If you wish to see only dimension members that have values for selected filters, click on the Nonempty option in the Rows section header. This will make a NonEmpty CrossJoin with selected measures and only show dimension members with Measure values with the selected filter.

Rename row dimension headers

You may add or change a header on columns containing row dimension members  [1] . Choose to display the dimension name as a header or, with edit option, type an appropriate one. 

Headers of measures can't be changed from the report view  [2] . You may change the name of the measure itself (it would affect all reports where the measure is used) or create a new measure (or calculated member for other dimensions) with needed name and then use it instead of originally selected.

 

Vertical column headers

It is possible to change the table report to show the column headers vertically. The option of the vertical header will appear automatically when the report width exceeds the size of the report design dashboard area, and the horizontal scrollbar will show up.

The “Vertical header” button  [1] will show up, and you can turn on the report to show the lowest level column headers vertically.

Save report and toolbar buttons

When you have created report that you would like to use later then save it from report header toolbar. If you edit exiting report and would like to save it as well as keep the previous report, click the save button and give report a new name. This will save the new report as well as leave the previous report as it was. There are also other report actions in the report header toolbar, for example to rename, delete report or embed reports in other HTML pages.

There are options for report result configuration in the report results toolbar that you can try out - maximise, undo, redo buttons as well as adding of report description and exporting results.

Export and import report definitions

If you have several Flex.bi accounts or several Flex.bi environments (development, test, produciton) then you can export report definitions from one Flex.bi account and import into another Flex.bi account.

To export individual report definition then click on other report actions in report header toolbar and select Export definition.

You will see report definition in JSON format, please copy this report definition for pasting it in the other Flex.bi environment. Exported report definition will also include all calculated member definitions that are used and needed for this report.

You can also export all report definitions for selected cube from Analyze tab by clicking Export reports (if you have any private reports then they will not be exported in this all reports list).

Now you can visit different Flex.bi account where you would like to import one or several exported reports and click Import reports.

In Import report definition dialog paste previously copied one or several report definition export results.

If there will be any warnings then please review them and confirm that you would like to continue with report import.

After import will be done you will be able to see and use imported reports in this other Flex.bi account.

Report folders

If you have created many reports, then you can create report folders and organize your reports in folders. You can select a folder when saving a new report or move existing report to a selected folder.