Analysis reports

Drag column and row boundaries to re-size the table (as you would in a spreadsheet). Select multiple headers to re-size at the same time (CTRL+Click).

When resizing columns and rows, an indicator appears showing you the size (in pixels) of the item.

General actions relevant to tables e.g, inserting and removing rows and/or columns, sorting, drill capabilities and member related functions are examples of what can be found in the respective right click menus.

Entire rows and columns can be selected using the row and column header selectors.

Most table formatting can be located on the Table design panel. Available formatting functions are listed below, with further explanations where relevant.

Button	Item / Section	Description
	Styling	Text font weight and size, style, and background color.
	Clear formatting	Clear formatting. Allows you to clear all formatting, i.e. return to default
	Primary / Alternate Row	Specify shading for the primary rows (1st, 3rd, etc.) or the secondary rows (2nd, 4th, etc.) as described in Shading Analysis Rows.
	Member gradient	Grades the default background color in hierarchies (specified background colors override this setting).
	Borders	Specify overall table and cell border styles, widths, and colors.
	Alignment	Specify cell alignment (left, center, or right), or indentation position
	Margins	Set cell margins (the space between the cell's text and the surrounding border).
	Number style	Specify the predefined number style for highlighted rows or columns. Alternatively, a format string can be typed directly in the list box (offering precise format control). Both number and date format string types are supported. Color formatting is available for negative numbers.

Shading can be used on primary rows and alternate rows to make the analysis more readable.

When testing the import of a solution that you built, a warning may display about missing members. This warning indicates missing members will affect resource formatting. To fix the problem, return to the resources you exported, remove the incorrect formatting, and perform the export and import again.

Select ranges, or blocks of cells by using CTRL and/or SHIFT click, or by using the column and row headers.

To freeze the display of column and row headers in the report's table, use the Freeze Panes switch on the Table design panel.

When creating a custom named set, calculated member, or function, the resulting dialog box can sometimes extend over an area of the table. If you click the dialog tab, the box disappears but remains 'active', reappearing when you drag a useable entity on top of it (or click it).

You cannot place the focus anywhere else unless the function has become inactive, by either canceling or saving the last action.

If the analysis returns a large number of rows or columns, the corresponding table is displayed on a per-screen basis. If a report has more than one page, a Number of pages button becomes visible on the toolbar.

Drill up is like “walking through different levels of a hierarchy, from the bottom up”. It is mostly used to “undo” a drill down function.

Although many analysis or visualizations are shown on the top level of data by default, e.g. sales by year or quarter, there are also scenario’s that would require to start on the lowest level and drill up to the higher levels only if required.

Sales Reps may want to keep track of their sales by day but would also frequently want to drill up and see how they track for the month so far.

Is like “walking through different levels of a hierarchy, from the top down”. For hierarchical data where values are grouped into levels, drilling down moves from one level down to the next.

Common hierarchies:

Hierarchical data is necessary in order to use the drill down functionality. A minimum of two levels are required for drill down, and there is no limit on how many levels you can have.

Drill through can be thought of as navigating to “related data”. It allows you to explore data by taking you to another or different related report.

A detail report can be generated by drilling through (double click) on any cell or area of the report.

A custom report can also be created and saved as a detail report. This can then be added to a resource as a drill through target. This will automatically be opened on the double click action of the source report, with the context of the current selection or filters of the first report applied.

More than one detail report can be linked to a resource as a drill through target and can be opened via the cell right click menu

Several drilling options are available depending on the location where the drill action takes place.

Drilling on an entire analysis is achieved by not selecting an area of the analysis itself, but using the Drill Up and Drill Down buttons on the resource options menu.

The behavior of drill up and drill down varies according to whether you have selected multiple cells or multiple headings.

Drilling is implemented by wrapping and unwrapping tabs on the placeholders of the analysis in one of three functions:

These functions do not appear in the function explorer and cannot be used manually, however, they work like other functions.

Drill Up

The Drill Up function drills up to the level above the specified original set.

For example, the function could drill up to the level above the Quarter level (which is a set), to display the Year level.

Drill Down

The Drill Downfunction drills down on a specified set of members within a specified original set.

For example, the function could drill down on the Years level in the Fiscal Date Hierarchy to display the Sales on the level below it e.g. Quarters.

Drill Down Restriction

The Drill Down restriction function restricts the specified original set to displaying only a specified set of members.

For example, American Customers have sales in 2019 and 2020, but the drill down action was done on American Customers for 2020, so the Year level is restricted.