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If you have not read it yet then please start with an overview of eazyBI concepts.
Here you will find the main steps on how to start analyzing your uploaded or imported data and create and save reports. Go to the Analyze tab and follow these instructions. You can also try these steps in the demo Sales cube.
On this page:
Drag dimensions to columns and rows
Measures are on report columns by default and all available dimensions are grouped in the Dimensions section.
Select dimensions across which you would like to analyze your data (measures). In this example, we would like to analyze who are our best customers based on the sales amount.
One or several default measures [1] are already selected in the report columns. You can select one or several measures you would like to analyze; a measure defines report context and the relationship between report dimension and the measure itself. You may move Measures [2] 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 the dimension section [3] to get more space for the report results. You can always unhide dimensions.
Page dimensions
You can drag dimensions to the pages section [1] to filter report data. Select one or several dimension members from the dimension drop-down list [3], and the filter is applied to all measures of the report. You may select one or multiple members in the filter [4].
If multiple dimensions are in the pages section, an additional option Nonempty for pages is available to limit dimension members for the page filter drop-down lists [2]. The limitation is based on the dimension order, the selected value on the left dimension [3] limits the value list for the dimensions on the right [5].
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 cross join with dimension members and selected measures - to show in rows just dimension members that have values based on the selected filter.
You may use one dimension in the report rows (or columns) and pages [1] 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. If the dimension has several hierarchies, make sure the chosen hierarchy on pages matches the hierarchy on rows or columns. And when changing the hierarchy on rows or columns (for example, from Time default hierarchy representing months to weekly hierarchy), change it also on pages.
See short video:
Expand and collapse, rearrange measures and dimension members
You can expand and collapse [3] 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 [1] selected measures in columns or rearrange them with drag and drop [2]. If added one by one, measures are displayed in the same order as they were added to the report. Use filters [4] to find measures faster.
Instead of expanding hierarchy levels from the top, you can select all hierarchy level members (e.g. all countries, state provinces, cities, customers). And then you can order them by selected measure or select other available member actions. 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 one in the needed order.
Another option is creating a calculated member in the same dimension with members in the correct sequence and then using this calculated member instead of the "All" hierarchy level members.
See the short video on how to bookmark members:
Order rows
When clicking on a column header, there are several built-in options for data representation. You may order [1] [2] rows by the measure's value or select [2] top or bottom rows based on the chosen measure.
See a short video on how to use the Top rows filter in eazyBI:
Filter rows
You can filter report data in several ways: using dimensions on report pages or Filtering rows based on measure values (an option available when you click on the measure header).
- For string type values, pick operands matches or not matches. You can use regular expressions, for example, vertical bar
|to provide several value options. - For numeric type values, pick logical operands =, >, <, ≥, ≤, ≠ or between.
- For date type values, pick any of the operands and use exact or relative dates.
Drill into measure by another dimension level
By default, all measures selected in the report columns are cross joined by all members of the dimension selected in the columns with the measures. To cross join only one particular measure with a particular dimension level, you may use the option Drill into – click on the measure, select "Drill into" and the dimension and the level you need.
For example, if you select to drill into Customers dimension State Province level for measure Store Cost, the Customer dimension would be added to the report Columns next to the Measures and measure Store costs would split by Customer dimension State Province level members. Other measures won't be drilled into this dimension and will be left at the summary level.
Drilling into only one dimension for one measure is allowed in the same report. Changing order of dimensions in Columns (moving Measures after the added dimension) all measures will be drilled into this particular dimension level, which was added through the "Drill into" option.
You may remove the dimension by clicking on the same measure and using the Remove drill into option.
There are also some other report interaction features you can use.
Report Builder Assistant
Use the Report Builder Assistant when you need help creating reports and charts. This assistant can suggest report definitions and sample charts based on your needs. Specify what measures you want and what dimensions are on columns, rows, and pages. Clarify when you want a detailed list of issues; otherwise, a summary report or chart will be created by default. You can also ask the assistant to explain eazyBI predefined measures.
Save report and toolbar buttons
If you have created a report you would like to use later or you have modified the report or report specific measure and would like to save the changes, then save it from the report header toolbar [1]. If you edit the existing report and would like to save it as well as to keep the previous report, click the save as button [2] and give the report a 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 create a new report [3], open another report [4], rename, mark report private, delete report, Export and import report definitions, or embed reports in other HTML pages or publish on wallboards [5].
