Our PivotTable List is
now connected to the HR Analysis Services cube. We can begin at this
point to further the design of the PivotTable List in various ways, and to
build reports. The "map sections" in the new PivotTable List appear,
as shown in Figure 11, indicating drop points for filter, column, row,
and totals / details fields in the PivotTable List. (Several differences exist in
the appearance of the drop areas we see and those we saw in the Excel PivotTable Report in Lesson Ten.)
25.
Click the PivotTable Field
List button in the PivotTable List Toolbar, shown in Illustration
11.
Illustration 11: The
PivotTable List Toolbar
The PivotTable Field List
appears, as shown in Illustration 12. It is from this field list that
we obtain the items that we drag and drop into our PivotTable List.
Illustration 12: The
PivotTable Field List
26.
From the PivotTable Field List:
-
Drag the Count field to
the drop area marked Total or Detail Fields (also known as the Data
Area).
-
Drag the Pay Type field
to the drop area marked Column Fields.
-
Expand the Time field by
clicking the "+" sign to its immediate left.
-
Drag the Year field
(beneath the Time field) to the drop area marked Column Fields,
immediately to the left of the Pay Type label. The Year and Pay
Type labels now appear side by side in the Column Fields section, as
shown in Illustration 13.
Illustration 13: The
Initial PivotTable List
- Drag the Employees field
(and thus the entire Employee hierarchy) to the drop area marked Row
Fields.
27.
Right-click the CEO
label.
28.
Select Expand from the
context menu that appears.
The Senior
Management level appears to the right of the CEO level.
29.
Right-click the Senior
Management label.
30.
Select Expand Items from
the context menu that appears.
The Level level
(the naming convention in the cube is a bit confusing here) appears to the
right of the Senior Management level.
31.
Right-click each label in the Employee
hierarchy in turn, and click Expand Items, until we reach the Level 4
level.
32.
Click, highlight, and drag the CEO
level off the Pivot Table List, dragging it left until a red "X"
-like (the Delete) icon appears.
33.
Drop the CEO level to
delete it, while leaving the remaining columns in place.
34.
Right-click Level 04 and
select Remove Field from the context menu (an alternate means of
removing a label).
The PivotTable List appears as
shown in Illustration 14.
Illustration 14: The
PivotTable Field List (Partial View)
35.
From the PivotTable field List:
-
Drag the Store Type
field to the drop area marked Filter Fields, in the upper left corner of
the PivotTable List, under the title bar.
-
Drag the Store field to
the drop area marked Filter Fields, immediately to the right of the Store
Type label.
-
Expand the Department field
by clicking the "+" sign to its left.
-
Drag the Department Description
field (beneath the Department field) to the drop area marked Filter
Fields, immediately to the right of the Store label.
The Store Type, Store,
and Department labels now appear side by side in the Filter Fields
section, as shown in Illustration 15.
Illustration 15: The
PivotTable Field List with Further Modifications (Partial View)
36.
Choose File --> Save
As from the top menu.
37.
Name the file Headcount_Report.htm.
38.
Use the Change button to
modify the Page Title to Headcount - Report Design 1, as
depicted in Illustration 16.
Illustration 16: Save
As, and Changing the Page Title
39.
Save the file, leaving it open
for the next section.
Next we'll perform a
few remaining tasks to finish the PivotTable List example, both to explore the
design environment, and to review a few concepts we encountered with the Excel
PivotTable Report.
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