Mastering OLAP Reporting: Display a Dataset Field in a Report Page Header - Page 5

January 16, 2006

This will cause the parameter prompt that appears at runtime to default to "All Products," in accordance with the expressed business requirement we have obtained. We will handle the remainder of the modifications that have been requested on the Layout tab of the report.

16.  Click the Layout tab.

17.  Click at some point within the label textbox of the report (containing the cyclist image, and the textbox bearing the label Sales Reason), to make the row and column headers of the matrix data region visible.

18.  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.)

19.  Select Properties from the context menu that appears, as depicted in Illustration 29.


Illustration 29: Accessing the Matrix Properties ...

The Matrix Properties dialog opens, defaulted to the General tab.

20.  Click the Groups tab.

Two groups, plus the Static Group, appear in the Columns list box, and one group appears in the Rows list box. We will first eliminate the Sales Territory Group column grouping, in accordance with the business requirements communicated by the author / developer group.

21.  Click the matrix1_Sales_Territory_Group field (the middle in the Columns list) to select it.

22.  Click the Delete button to delete the group, as shown in Illustration 30.


Illustration 30: Deleting the Unwanted Column Group ...

Next, we will add the Sales Territory Country row group requested by the development team.

23.  Click the Add ... button to the immediate right of the Rows list.

The Grouping and Sorting Properties dialog opens to the General tab.

24.  Type the following into the Name box of the dialog.

matrix1_Sales_Territory_Country_Group

25.  Click the top row in the Group on list, just beneath the Expression label, to expose the selector.

26.  Using the selector, select the following from the picklist provided to populate the top row of the list:

=Fields!Sales_Territory_Country.Value

The Grouping and Sorting Properties dialog, General tab, with our input, appears as depicted in Illustration 31.


Illustration 31: Grouping and Sorting Properties Dialog – General Tab with Our Input

27.  Click OK to accept our input.

The Grouping and Sorting Properties dialog closes, returning us to the Groups tab of the Matrix Properties dialog. Next, we will add the Sales Reason Type row group requested by the client authors / developers group.

28.  Click the Add ... button, once more, to the immediate right of the Rows list.

The Grouping and Sorting Properties dialog again opens to the General tab.

29.  Type the following into the Name box of the dialog.

matrix1_Sales_Reason_Type_Group

30.  Click the top row in the Group on list, just beneath the Expression label, to expose the selector.

31.  Using the selector, select the following from the picklist provided to populate the top row of the list:

 =Fields!Sales_Reason_Type.Value

32.  Click the checkbox labeled Page break at start in the lower portion of the tab.

The Grouping and Sorting Properties dialog, General tab, with our input, appears as shown in Illustration 32.


Illustration 32: Grouping and Sorting Properties Dialog – General Tab with Our Input

33.  Click OK to accept our input.

The Grouping and Sorting Properties dialog closes, and we are again returned to the Groups tab of the Matrix Properties dialog.

34.  Ensuring that the new matrix1_Sales_Reason_Type_Group row group is selected in the Rows list, click the Up button twice, moving the Sales Reason Type Group to the top of the list, as depicted in Illustration 33.


Illustration 33: Moving the Sales Reason Type Group Up in the List – and Leftmost in the Report

The Groups tab of the Matrix Properties dialog, with our modifications and additions, appears as shown in Illustration 34.


Illustration 34: The Groups Tab with Our Modifications

35.  Click OK to accept changes and to close the Matrix Properties dialog.

We return to the Layout tab.

36.  Right-click the textbox, labeled Sales Reason, in the upper left corner of the report.

37.  Select Delete from the context menu that appears, as depicted in Illustration 35.


Illustration 35: Deleting the Sales Reason Label ...

Let's execute the report as it currently stands, to ascertain that all is in good working order.

38.  Click the Preview tab.

The report executes, and displays in a manner similar to that shown in Illustration 36.


Illustration 36: The Executed Report with Modifications

We can move to different pages within the report, by clicking the Next button, as depicted in Illustration 37. Doing so reveals that our instructions to force page breaks with each Sales Reason Type (within the Grouping and Sorting Properties dialog, specifically within our new Sales Reason Type Group row group) are delivering the expected behavior.


Illustration 37: Moving to Successive Pages ...

39.  Click the Layout tab to return to Layout view.

We are now ready to proceed with the final requirements of the developers / authors: to display the Sales Reason Type Dataset field, along with page information, within the report Page Header.








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