Component Solution Services REC02F User Manual

Copyright © Brio Software, Inc. • 4980 Great America Parkway, Santa Clara, CA • www.brio.com • All rights reserved. How’d You Do That? 4th Ed

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 8 • Global Transformations Global data transformations are a special type of Comput

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 9 Specific Design Considerations When you finally get around to designing your chart

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 10 For example, if you add the same fact a second time, you can right-click on the d

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 11 • Using the full power of the SmartReports feature The SmartReports feature can

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 12 A more personal way of sharing information, as well as getting people more involv

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 13 Section Type: Query section Tip Name: Creating Read-Only Computed Items Purp

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 14 (Creating Read-Only Computed Items continued) As shown in the previous screen shot,

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 15 Section Type: Query section Tip Name: Date-Stamping a Query Purpose / Use:

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 16 Section Type: Query section Tip Name: “What’s Not” Query Purpose / Use: To

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 17 Section Type: Query section Tip Name: Controlling the Drill Path Purpose /

Tips for Pivots, Charts and Reports Brio 2002 Copyright © Brio Software, Inc. • 4980 Great America Parkway, Santa Clara, CA • www.brio.com • All

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 18 Section Type: Query section Tip Name: Creating Incremental Drilling Purpose

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 19 (Creating Incremental Drilling continued) 3) To remove a topic item from the drill

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 20 Section Type: Results or Table section Tip Name: Creating Fiscal Year based i

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 21 (Creating Fiscal Year based information continued) 4) This sequence of steps will

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 22 Section Type: Results or Table section Tip Name: Creating Range-based analysi

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 23 Section Type: Results or Table section Tip Name: Creating multi-contingency g

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 24 (Multi-contingency Grouping Columns continued) 1) In the Results section, add a ne

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 25 Section Type: Results or Table section Tip Name: Analyzing “factless” data P

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 26 Section Type: Results or Table section Tip Name: Count of Participants #1

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 27 Section Type: Results or Table section Tip Name: Count of Participants #2

Tips for Pivots, Charts and Reports Brio 2002 Copyright © 2002, Brio Software Page 1 1 Introduction These tips are designed to help you get the mo

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 28 Section Type: Results or Table section Tip Name: Qualified Sub-Totals #1

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 29 Section Type: Table section Tip Name: Qualified Sub-Totals #2 Display all

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 30 Section Type: Results or Table section Tip Name: Percent of Region Purpose / U

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 31 Section Type: Results or Table section Tip Name: Charting Missing Data Purpose

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 32 Section Type: Table section Tip Name: Hiding columns from a Pivot or Chart P

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 33 Section Type: Table section Tip Name: Top and Bottom N Analysis Purpose / Us

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 34 (Top and Bottom N Analysis continued) 7) In the TopN Table section, double-click o

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 35 Section Type: Chart section Tip Name: Baseline Comparison Chart (using a fixe

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 36 Section Type: Chart section Tip Name: Baseline Comparison Chart (using values

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 37 (Baseline Comparison Chart using values from the database continued) 5) In the ch

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 2 2 Basic Concepts The idea behind this session is to provide you with more than jus

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 38 Section Type: Chart section Tip Name: Baseline Comparison Chart (using averag

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 39 (Baseline Comparison Chart using averages from the database continued) 5) Set the

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 40 Section Type: Chart section Tip Name: Scatter Charts Purpose / Use: Some da

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 41 Section Type: Chart section Tip Name: Best-Fit Charts Purpose / Use: One ty

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 42 (Best Fit Charts continued) 4) In the Results section, create a computed item name

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 43 Section Type: Chart section Tip Name: Spotlighting in a Chart Purpose / Use:

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 44 Section Type: Chart section Tip Name: Portion within a Category Purpose / Us

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 45 Section Type: Chart section Tip Name: Creating alternate sort order in a Char

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 46 Section Type: Chart section Tip Name: Chart Design for Report Embedding Purp

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 47 Section Type: Pivot section Tip Name: Adding textual annotations to a Pivot

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 3 User Navigation Control How much control do you want your user to have in navigati

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 48 Section Type: Pivot section Tip Name: Adding symbolic annotations to a Pivot

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 49 Section Type: Pivot section Tip Name: Creating alternate sort order in a Pivo

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 50 Section Type: Pivot section (yes, the pivot section) Tip Name: Demographic An

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 51 Section Type: Pivot section Tip Name: Fact-based Delta Trends Purpose / Use:

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 52 (Fact-based Delta Trends continued) The formula’s logic is as follows. If dollar am

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 53 Section Type: Pivot section Tip Name: Dimension-based Delta Trends Purpose /

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 54 Section Type: Pivot section Tip Name: Reporting the Break % of the Total Pur

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 55 (Reporting the Break % of the Total continued) Your pivot should now look something

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 56 Section Type: Pivot section Tip Name: Profit and Loss Reporting Purpose / Us

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 57 Section Type: Report section Tip Name: Maintaining relative position Purpose

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 4 Cross-row comparisons The set orientation of SQL makes it difficult to build logic

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 58 Section Type: Report section Tip Name: Custom group summaries Purpose / Use:

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 59 Section Type: Report section Tip Name: Multi-Line Column Reports (using table

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 60 Section Type: Report section Tip Name: Multi-Line Column Reports (using field

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 61 Section Type: Report section Tip Name: Multi-Line fields (using JavaScript co

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 62 (Multi-Line fields using JavaScript codes for new line continued) 7) As before, ad

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 63 Section Type: Report section Tip Name: Multi-Line fields (using word wrap for

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 64 Section Type: Report section Tip Name: Full-Row Spotlighting Purpose / Use:

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 65 (Full-Row Spotlighting continued) 7. In the group header associated with the “One”

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 66 (Full-Row Spotlighting continued) 13. Use the Spotlighter to set the conditional f

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 67 Section Type: Report section Tip Name: Context-Sensitive Charts / Pivots Pur

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 5 Sometimes, however, you want to compare one consolidation with another. In these c

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 68 Section Type: Report section Tip Name: Displaying multiple charts / pivots on

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 69 Section Type: Report section Tip Name: Per-Portion Charts on 1 page Purpose

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 70 Section Type: Report section Tip Name: Chart and Summary Data on 1 page Purp

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 71 Section Type: Report section Tip Name: Multi-Line Bar Chart Purpose / Use:

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 72 (Multi-Line Bar Chart continued) Note that the chart displays the data exactly as d

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 73 Section Type: Report section (with an embedded pivot) Tip Name: Calendar-styl

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 74 (Calendar-style Reports continued) 3) Create another Grouping Column called “Month

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 75 (Calendar-style Reports continued) 6) Next, format the pivot for calendar-style d

Tips Recipes Brio 2002 Copyright © 2002, Brio Software Page 76 (Calendar-style Reports continued) 7) Finally, create a Report section to hold th

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 6 Flattening the Chart Sometimes you can influence the data’s interpretation by the

Basic Concepts Brio 2002 Copyright © 2002, Brio Software Page 7 Why do you need a Table section? To code how many items get displayed, you need to