Black Belt Components: Support Simple Navigation with a Document Map - Page 3

December 18, 2006

Preparation: Modify the OLAP Report for Use within Our Practice Session

We will next make a few modifications to prepare the report for our practice session. Our objective is to begin the session with a simple OLAP report that contains significant depth to render navigation useful. The report, as it currently exists, is a simple, single-page presentation; we will add a bit more structure and volume to generate a presentation whereby we can benefit from an ability to easily navigate between sections and pages. Once we have added the data and levels to provide a richer presentation, we can commence our practice steps within the focus of this article, the enablement, and use of the Document Map.

1.  Right-click DBJ_OLAP_Report.rdl (or your own choice of a similar report) in the Solution Explorer.

2.  Select Open from the context menu that appears, as shown in Illustration 1, as necessary.

Illustration 1: Opening the New Report ...

DBJ_OLAP_Report.rdl opens in Layout view, where we will start with the Data tab.

3.  Click the Data tab.

We enter the Data tab, where we will make a simple adjustment to the report’s primary dataset. We will accomplish this from the perspective of the MDX Query Builder, the main components of which are labeled in Illustration 2 below.

Illustration 2: The MDX Query Builder

4.  Within the Dataset selector, ensure that the ProductData dataset (the default), is selected.

5.  Click the Execute button (“!”) to generate the currently specified dataset in the Data pane, as depicted in Illustration 3.

Illustration 3: Execute the Query to Populate the Data Pane

The Data pane populates, and appears much as that shown above. It is here that we will make a modification to the query specification to support a richer report layout, for the reasons we have described earlier.

6.  Within the Metadata pane, expand the Product dimension by clicking the “+” sign to its immediate left.

7.  Click the Product attribute hierarchy that appears within the Product dimension folder’s exposed contents, to select it.

8.  Drag the Product attribute hierarchy into the Data pane, dropping it at a point between the Sales Territory Group column and the Internet Order Quantity column (a red “beam” appears at the perspective drop point), as depicted in Illustration 4.

Illustration 4: Dropping the Product Attribute Hierarchy into the Data Pane ...

The Product attribute hierarchy appears (with its associated data members) between the Sales Territory Group and the Internet Order Quantity columns, as partially shown in Illustration 5.

Illustration 5: The New Data Column Appears (Partial View)

We now have a richer dataset (an additional new level, containing many new members), upon which we can modify the existing report to present significantly more information - giving us a presentation within which we can support navigation in a more meaningful context than we might even find necessary with a single-page report. Having made the necessary changes on the Data tab, we are ready to move to the Layout tab, where we can conclude our preparatory modifications to the report file.

9.  Click the Layout tab, as depicted in Illustration 6.

Illustration 6: Click the Layout Tab

10.  On the Layout tab, within the Datasets pane, expand the topmost dataset, ProductData.

We see the new Product attribute hierarchy, as shown in Illustration 7.

Illustration 7: The Newly Added “Product” in the Datasets Pane

11.  On the canvas area of the Layout tab, Click inside the upper left corner of the Matrix Data Region to give the Matrix the focus.

12.  Right-click the upper left-hand corner of the Matrix Data Region (the gray square).

The gray column and row bars disappear, as a light, patterned outline forms around the Matrix Data Region, and the context menu appears.

13.  Select Properties from the context menu, as depicted in Illustration 8.

Illustration 8: Select Properties from the Context Menu ...

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