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Posted Mar 20, 2006

Mastering OLAP Reporting: Meet Business Needs with Matrix Dynamics, Part II - Page 3

By William Pearson


We left our practice session in Part One with a matrix data region that accurately and completely replicated (we could easily compare them side-by-side) the results of the pre-existing matrix data region.

Preparation: Continue to Prepare the Environment for Report Enhancement

Before we parameterize the Sales Territory Groups, the next step in our plan to meet the business requirements of the information consumers, let's eliminate the matrix data region that we have replaced to free space on the design canvas. We will do so by taking the following steps.

1.  Restart the SQL Server Business Intelligence Development Studio.

We again briefly see a splash page that lists the components installed on the PC, and then Visual Studio .NET 2005 opens at the Start page.

2.  Close the Start page, if desired.

3.  Select File --> Open from the main menu.

4.  Click Project / Solution ... from the cascading menu, as shown in Illustration 2.

Click for larger image

Illustration 2: Selecting a Project ...

The Open Project dialog appears.

5.  Browse to location where we left the AdventureWorks Sample Reports solution at the conclusion of Part One.

NOTE: It is necessary to have completed Part One to participate in this practice session.

6.  Select the AdventureWorks Sample Reports.sln file within the appropriate folder, as we did in Part One.

7.  Click Open.

The AdventureWorks Sample Reports solution opens, and we see the various objects within appear in Solution Explorer, as we left them. In addition, the report we created in Part One, RS026_Sales_Reason_Comp_Matrix.rdl, opens, unless we closed it before closing the solution at the conclusion of our last session. (If we closed it last session, right click it in the Solution Explorer, and select Open from the context menu that appears, to open it.)

The report file appears open upon the Designer canvas as depicted in Illustration 3.

Illustration 3: The Report Appears within BI Development Studio ...

Let's resave the .rdl file with a name that matches our current article, so that we can retrace our steps in Part 1 with the original .rdl file, should the need arise.

8.  Select File --> Save RS026_Sales_Reason_Comp_Matrix.rdl As ... from the main menu, as shown in Illustration 4.

Illustration 4: Resaving the Report for the Current Session ...

9.  Within the Save File As dialog that next appears, leaving the folder location the same as it was for the previous report, replace the current report File name with the following:


The Save File As dialog appears, with the name replacement, as depicted in Illustration 5.

Illustration 5: The Report Appears within BI Development Studio ...

10.  Click Save to resave the report under the new name, and to dismiss the Save File As dialog.

The report file appears, with the new name, in the Solution Explorer. Because we have used the original matrix data region to corroborate the correctness of the results as presented by the new matrix data region, we can discard the former to free up space on the canvas for the further enhancements we will perform in the next section.

11.  Click inside the upper left corner text box (where the image and Sales Reason label appear) of the top matrix data region (the original upon which we based our new data region), to make the gray column and row bars appear.

12.  Click the upper left corner of the gray bars, to select the matrix data region itself.

The matrix data region becomes highlighted with an outline, as shown in Illustration 6.

Illustration 6: Highlight the Original Data Region ...

13.  Touch the Delete key on the PC to delete the original data region.

The original data region disappears, leaving blank space atop the canvas.

14.  Lasso the new matrix data region, by clicking to the bottom left of the region, and then holding the left mouse button down, as you extend the outline that appears (a dotted line) completely around the data region, as depicted in Illustration 7.

Illustration 7: "Lasso" the New Data Region ...

15.  Release the mouse button, and ensure that the matrix data region, together with all the individual objects it contains, is highlighted, as shown in Illustration 8.

Illustration 8: New Data Region and all Member Components Selected ...

NOTE: It is important to ensure that all objects are selected, or our attempts to move the matrix data region in the next steps may leave objects behind.

16.  With the objects selected / highlighted, use the "arrow" keys to move the data region and all individual components to the upper left corner of the canvas, as depicted in Illustration 9.

Illustration 9: Relocate the Region Using the "Arrow" Keys ...

We are now ready to continue with the enhancements requested by the information consumers.

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