Adding data to a report

This section describes how to add data to a report.
About this task
The data items that you can add to a report are displayed as objects in the Source tab in the Insertable Objects pane to the left. Each object in the data source has a representative icon. You can insert the following objects into your report:
  • Query subject, which represents a table in the database.
  • Query item, which represents a column in the database, such as product name or country.
  • Level attribute, which represents a property of a level.
  • A member, which is a unique item within a hierarchy.
  • Hierarchy, which represents a collection of dimensional members organized into a tree structure.
  • Level, which is a set of members that have common attributes. The root level is the parent and rollup of all members in the first level. It is used to obtain a rollup of all values across the hierarchy and to provide a convenient point to start drilling. For example, a Years level hierarchy might contain the following levels:
    • Root level Years
    • First level Year
    • Second level Quarter
    • Third level Month
  • Measure or fact, which is a query item that represents a column of quantitative data in the database, such as revenue or quantity.
To add data to a report, on the Source tab, click the data item in the Insertable Objects pane, and drag it to the Report pane on the right. A flashing black bar indicates where you can drop the item. The inserted items are displayed on the Data Items tab. You can also select a data item by double-clicking it or right-clicking it, and then clicking Insert.
Note: For more information about a query item, in the Source tab, right-click the item, and click Properties. For example, when working with relational data sources, the Usage property identifies the intended use for the data represented by the data item. You can also obtain more information by clicking Lineage.

To remove a data item from the report, click the data item and press the Delete key. You can also right-click the item and click Delete. To remove the data item from the report but to keep it on the Data Items tab, right-click the item in the report pane, and select Cut.

When using dimensional data, you can customize how you see the data items in the source tree. You can select a metadata view with dimensions, hierarchies, levels, an optional members folder, and member properties. Or you can select a view that displays only members. With this view you can add only members to your report. To customize the source tree view, click the Source tab, right-click anywhere in the Insertable Objects pane, and click Package Tree Settings. Select the appropriate check boxes and click OK.


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