Creating Web Analysis Documents

A wizard guides you through creating Web Analysis spreadsheets and charts. The wizard requires a database connection. You must know where this database connection is located, and have permission to use it.

  To create a document, using the new document wizard:

  1. Select File , then New , then Document, or select the toolbar New Document button.

    Depending on the modules installed, you may be prompted to indicate the kind of document you want to create.

  2. Optional: To create a Web Analysis document, select Create a Web Analysis document, and click Next.

    If you are not prompted, proceed to the next step.

    The content area displays Select a Data Source. Because the repository stores document definitions and not document data, you must identify a data source and the parameters for connecting to it.

  3. Perform one:

    • In the text area, enter the path, including the file name, from the root directory (/) to a database connection.

    • Click Browse, select a database-connection file from the Open dialog box, and click OK.

  4. Optional: Select Use my active POV, to populate the query from a predefined point of view definition, and click Next.

    Performing this step enables you to load members from predefined point of view definitions and to insert dimensions and members with one click. You can define many point of view definitions, but Use my active POV applies only the definition set in user preferences as the current point of view.

  5. Optional: Select Automatically select one dimension, to populate and display a simple spreadsheet, and click Finish.

    Performing this step skips the remaining steps, and uses the highest aggregate members of the time and measures dimensions to populate spreadsheet row and column axes (the quickest method to use the new document wizard to display a spreadsheet).

    Selecting Automatically select one dimension and Use my active POV and clicking Finish, skips the remaining steps and displays a simple spreadsheet using the current point of view definition.

  6. Optional: Select Use Cube Navigator instead of Wizard and click Next to view the Select Layout dialog box.

    • Select a layout and click OK

      The Cube Navigator dialog box is displayed.

    • Select the appropriate dimensions and members and click OK to render the report.

  7. Click Next.

    In Select Row Dimension, you must select the dimensions to be used on the Rows axis. You are required to have at least one row axis dimension and one column axis dimension.

  8. To move a dimension name from Filters to Rows, select the name, and click the right arrow.

    The dimension name is displayed in the Rows frame. If no point of view definition was previously applied, the highest aggregate member of the dimension is used. If a point of view definition was applied, its members are used.

  9. Optional: To select members, in Rows, double-click a dimension name.

    The Dimension Browser dialog box displays. The dimension is presented as a node tree in the Browse frame. You select members from the Browse frame and move them to the Selections frame, using the following methods:

    • To expand or contract the hierarchy, click the plus sign (+) or minus sign (-) nodes, or double-click the dimension name.

    • To select members, right-click the dimension name, and select Select Member.

      Member names are displayed in the Selections list.

    • To select members dynamically, right-click a member name, and select an advanced member selection method.

    • Set the label mode for each dimension to the default label, an ID label, or the alias table description set in database connection properties.

      For descriptions of Dimension Browser dialog box options, see Selecting Members.

  10. After indicating row-axis dimensions and selecting members, click Next.

  11. Using the methods used to define the row axis, move a dimension name from Filters to Columns.

  12. Optional: To select members, double-click a dimension name in Columns.

  13. Using Dimension Browser methods, select members, set options, and click OK.

  14. Click Next.

    In Step 5, you select page-axis dimensions. Although document intersections are relative to member selections, you can organize row and column intersections by page members.

  15. Optional: Using the methods used to define row and column axes, move a dimension name from Filters to Pages.

  16. Optional: Using Dimension Browser methods, select page members.

  17. Click Next.

    In Step 6, you select filter-axis members.

    All dimensions participate in all spreadsheet intersections, regardless of the axes to which dimensions are assigned. Intersection arrangement is defined by row, column, and page axes. Data values displayed at intersections are determined by member selections.

    All data-object intersections are relative to filter member selections, which focus intersections, data values, and, consequently, data-object analysis.

    Filter-axis dimensions are by default represented by the highest aggregate member defined in the data source outline. If a point of view definition was applied, its member selections are used. If you select Filter members, all intersections are relative to the selections.

  18. Optional: To display the Dimension Browser for Filter axis dimensions, double-click a dimension name.

  19. Optional: Using Dimension Browser methods, select Filter axis members, and click OK.

  20. Click Next.

  21. Optional: Select a layout option:

    Chart— displays the result set as a chart data object.

    Spreadsheet— displays the result set as a spreadsheet data object.

    Vertical Combination— displays the result set as both a chart data object and a spreadsheet data object stacked vertically.

    Horizontal Combination— displays the result set as both a chart data object and a spreadsheet data object arranged side-by-side.

    You can change the display type of Vertical and Horizontal Combination layouts; for example, you can convert the spreadsheet to another chart type. The objects, however, are linked and maintain a coordinated context.

  22. Click Finish to submit the query to the data source.

    The data source is queried. The result set returned displays as a data object (or objects) on a Web Analysis document.