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Posted Sep 18, 2006

BlackBelt Authoring: Conditional Drillthrough to Multiple Reports - Page 4

By William Pearson

27.  Click the Layout tab.

28.  From the Toolbox, drag a matrix data region to the Layout tab, as depicted in Illustration 21.

Illustration 21: Adding a Matrix Data Region ...

NOTE: If the Toolbox is not visible, in the View menu, select Toolbox.

The matrix appears on the report canvas, as shown in Illustration 22.

Illustration 22: The Matrix Appears on the Report Canvas

29.  Within the Datasets window, expand RS033_LAUNCH_Data by clicking the "+" sign to its immediate left.

NOTE: If the Datasets window is not visible, select Datasets in the View menu.

The data fields within RS033_LAUNCH_Data appear in the Datasets window, as depicted in Illustration 23.

Illustration 23: The Data Fields Appear within the Datasets Window

30.  From the Datasets window, drag the Sales_Territory_Group field into the bottom left corner of the new matrix data region (the box watermarked "Rows"), as shown in Illustration 24.

Illustration 24: Dragging the First Data Field into the Matrix Data Region

31.  Drag the Fiscal_Year field into the top right corner of the new matrix data region (the box watermarked "Columns").

32.  Drag the Growth_in_Customer_Base field into the bottom right corner of the new matrix (the box watermarked "Data").

33.  Click the upper left corner box of the matrix data region to make the gray column and row borders appear, if necessary.

34.  Right-click the upper left corner of the gray border, as depicted in Illustration 25.

Illustration 25: Right-click the Upper Left Corner of the Matrix Border

The gray borders become a lighter, opaque single-line border, as the context menu appears.

35.  Click Properties ... on the context menu, as shown in Illustration 26.

Illustration 26: Select Properties ... from the Context Menu

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

36.  Click the Groups tab.

The Groups tab reveals the presence of two default Group templates, as depicted in Illustration 27.

Illustration 27: Two Default Groups Appear on the Group Tab

37.  Click OK.

The Matrix Properties dialog is dismissed and we return to Layout view.

38.  Click the upper left corner box of the matrix data region, to cause the gray column and row borders to appear, once again, if necessary.

39.  Click the gray bar atop the leftmost column of the matrix, to highlight the column.

40.  Holding down the SHIFT key, click the bar atop the second column, so as to highlight both columns.

41.  Click the Center button in the toolbar, atop the design environment.

42.  Select "8" in the Font Size selector in the toolbar, to the left of the "Center" button, as depicted in Illustration 28.

Illustration 28: Highlight Both Columns, Center Their Contents, and Change the Font to "8"

43.  Right-click the bottom right box in the matrix, currently containing the expression =Sum(Fields!Growth_in_Customer_Base.Value).

44.  Select Properties in the context menu that appears, as shown in Illustration 29.

Illustration 29: Select "Properties" from the Context Menu ...

The Textbox Properties dialog opens, defaulted to the General tab, as depicted in Illustration 30.

Illustration 30: The Textbox Properties Dialog Opens

45.  Select the Format tab.

46.  Type a "P" in the Format code box, in the upper left section of the Format tab, as shown in Illustration 31.

Illustration 31: Type "P" into the Format Code Box

Here we are assigning a "percentage" format to the value within the textbox.

47.  Click OK to accept our input, and to dismiss the Textbox Properties dialog.

This is as far as we need to go for purposes of designing a basic launch report. Let’s preview the report, so as to get a feel for its fitness for our objectives.

48.  Click the Preview tab.

49.  Using the parameter selector box, labeled Date.Fiscal Year, place a check mark alongside FY2004, as depicted in Illustration 32.

Illustration 32: Select FY2004 as the Filter ...

50.  Click the View Report button to execute our new report.

RS033_LAUNCH_Country_CustBase.rdl executes, and appears as shown in Illustration 33.

Illustration 33: The Report Appears, Presenting FY2004 Data

We now have a basic OLAP report, which will act as the launch point for our drillthrough settings later. We might certainly "dress up" the report for deployment in a business scenario, but this design will serve us adequately for the subsequent exercises.

51.  Click the Layout tab to return the report to design mode.

52.  Leave the report open, for easy access in later steps.

We will next create our target reports, and then modify all the reports as a group to enable them to interact via conditional drillthrough.

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