Here you will find the main steps on how to start analyzing your uploaded or imported data and create and save reports. Go to Analyze main tab and follow these instructions. You can also try these steps in demo Sales cube.
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.
One or several default measures are already selected in the report columns. You can select just one measure you would like to analyze or select other measures. You may move Measures to rows or pages while you can't remove them from the report altogether.
There is no difference in the report results whether you select a dimension in the report rows or columns; it affects only the report layout. Usually, Measures are selected in columns and dimensions with a lot of selected members on rows.
After you have selected all needed dimensions for the report, hide dimension section to get more space for the report results. You can always unhide dimensions.
Expand and collapse, rearrange measures and dimension members
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. If added one by one, measures are displayed in the same order as they were added to the report.
All hierarchy level members and member actions
Instead of expanding hierarchy levels from the 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.
Rearrange dimension member order in the report
The sequence of dimension members in rows or columns is set automatically. To rearrange them, bookmark dimension members and then add them to the report one by on in the needed order.
Another option is creating a calculated member in this same dimension with members in the correct sequence and then using this calculated member instead of All level member.
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 that particular date. If you wish to add some analysis of future or past Time periods that you do not see in eazyBI, it is possible to add these Time members in Time dimension / All Hierarchy level members.
This option is available for the users with account Owner, User Admin or Data Admin user roles.
To add date range you should use exact date name or relative date descriptions. After clicking OK you will see a confirmation screen indicating 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.
You can drag some dimensions to pages to filter report data. Select one or several dimension members from the dimension and the filter is applied to all measures of the report.
You may use one dimension in the report rows and pages at the same time. It allows to display the dimension members in rows and use this same dimension to filter them. It could be useful in cases if you want to display, for instance, months of any selected year, or only a few selected dimension members.
By default, all dimension members selected on rows will be visible while Measures will be shown only where applicable based on the 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.
Change row dimension headers
You may add or change a header on columns containing row dimension members. Choose to display the dimension name as a header or, with edit option, type an appropriate one.
Headers of measures and dimension members selected in the report columns can't be changed from the report view. You my 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.
Save report and toolbar buttons
If you have created report 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 to keep the previous report, click the save button and give report a new name. This will save the new report and leave the previous report as it was. There are also other report actions in the report header toolbar, e.g. to rename, delete report or embed reports in other HTML pages.
You can try out some options for report result configuration in the report results toolbar - maximise, undo, redo buttons as well as adding report description and exporting results.
Export and import report definitions
If you have several eazyBI accounts or several eazyBI environments (development, test, produciton), you can export report definitions from one eazyBI account and import into another eazyBI account.
To export individual report definition 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 eazyBI 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 they will not be exported in this all reports list).
Now you can visit a different eazyBI account where you wish 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, please review them and confirm that you would like to continue with report import.
After import will be finished you will be able to see and use imported reports in the other eazyBI account.
If you have created many reports, you can create report folders and organize them in folders. You can select a folder when saving a new report or move existing report to a selected folder.