The
changes we have made are largely to simplify the query, to narrow the Dataset
it returns to more leanly support the new requirements of the report. We will
see the query again, in our target drillthrough report. There we will reuse
it, together with the DRILLTHROUGH statement, to generate a report that
presents the detail under a selected Store Sales value, as we shall see.
Having
recast our Dataset query to the new business requirements, we now must delete a remaining reference
to the parameter we have removed, which we can access via the Properties
dialog for the matrix. We will have additional tasks to perform within the Properties
dialog, as well.
15.
Click the Layout
tab to return to the Layout view of the report.
16.
Click at some
point within the label textbox of the report (containing the label Foodmart
Sales), to make the row and column headers of the matrix data region
visible.
17.
Right-click
the upper left corner of the matrix. (If the headers disappear as you touch
them with the cursor, you should still see a faint outline of the matrix.)
18.
Select Properties
from the context menu that appears, as shown in Illustration 35.
Illustration 35:
Accessing the Matrix Properties
The Matrix
Properties dialog opens, defaulted to the General tab.
19.
Click the Filters
tab.
20.
Click the Value
field of the single occupied row to select it.
21.
Click the Delete
button to delete the reference to the parameter, as indicated in Illustration
36.
Illustration 36: Select
and Delete the Parameter Reference
The remaining reference
to the now-deleted parameter is itself deleted. Our next steps, which we will also
undertake within the matrix Properties dialog, involve a bit of "level
extraction." We recall that the consumers have told us that the row axis needs to display only
the lowest two levels of the Product dimension, Product Brand
Name and Product Name. Moreover, they have declared that the custom
report will no longer require drilldown features, as it will be a fixed report
whose purpose in life is as a limited analysis tool. Further, they have stated
that the total Stores Sales value displayed for each product will
represent the total for 1997, therefore the existing Quarter
groups (and the drilldown feature which is based upon the Quarter
groups) can also be eliminated.
Our next steps will
deal with the requested "extractions," as well as with the addition
of a new group, Product Name, to ready the report for the specialized
focus that the Purchasing department representatives have specified. These
extractions include the Product Family, Product Category and Product
Subcategory portions of the row axis, and the column levels Year and
Quarter.
The targeted "extractions"
are depicted in Illustration 37.
Illustration 37:
Targeted Levels for Removal in the Customized Report
22.
Click the Groups
tab.
Four groups appear in
the Rows list box, and two additional groups appear in the Columns
list box. The groups appear, with those targeted for elimination enclosed in
red rectangles, as shown in Illustration 38.
Illustration 38:
Existing Groups in the Clone Report
23.
Click the BrandSales_Product_Department
field (the top in the Rows list) to select it.
24.
Click the Delete
button to delete the group.
25.
Click the BrandSales_Product_Category
field (now the top in the Rows list) to select it.
26.
Click the Delete
button to delete the group.
27.
Click the BrandSales_Product_Subcategory
field to select it.
28.
Click the Delete
button to delete the group.
29.
Click the BrandSales_Year
field (currently the top entry in the Columns list) to select it.
30.
Click the Delete
button to delete the group.
31.
Click the BrandSales_Quarter
field to select it.
32.
Click the Delete
button to delete the group.
The Groups tab
appears, after our deletions, as depicted in Illustration 39.
Illustration 39: Groups
Tab after Eliminations
33.
Click the
BrandSales_Brand_Name group (now the only entry in the Rows list) to
select it.
34.
Click Edit.
The Grouping
and Sorting Properties dialog for the group opens to the General tab.
35.
Click the Visibility
tab.
36.
Click the Visible
radio button, to enable static visibility for the BrandSales_Brand_Name
group, in accordance with the information consumers' wishes.
37.
Uncheck the
box marked "Visibility can be toggled by another report item"
located on the lower half of the tab.
The Grouping and Sorting Properties dialog appears as shown in Illustration
40.
Illustration 40: The
Grouping and Sorting Properties Dialog with Our Changes
38.
Click the Sorting
tab.
39.
Click the top
row in the Sort on list, just beneath the Expression label, to
expose the selector.
40.
Using the
selector, select the following from the picklist provided to populate the top
row of the list:
=Fields!Brand_Name.Value
The Grouping and Sorting Properties dialog, Sorting tab, with our
input, appears as we see in Illustration 41.
Illustration 41: Brand
Name Field as Sort Criteria ...
41.
Click OK
to accept our changes.
We
return to the Groups tab.
» 
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