Creating Worksheets

  To create a report or data collection worksheet:

1. In the Administration Workbench, go to the Presentation tab and select Worksheets.

2. Click Create and select Report Worksheet or Data Collection Worksheet.

3. Enter worksheet details:

   • Type—Report or Data Collection

   • Description

   • Load Specification—Path to a loader XML file that defines how to load the data collection XLS sheet into a row source or table. The loader XML file should reside in /install/custom/loader.

     If you create a report using a predefined report library template (see Adding Report Templates), you can download the library template from your client computer, make any desired changes, and use the XML file defined here to upload the changes.

   • Owner—Worksheet owner

   • Permission—Private or Public

     Only the worksheet owner and administrator can view private worksheets.. All users can view public worksheets.

   • File name—For example, mfg-analysis.xls

   • Sheet name—Name of the Excel worksheet

4. Optional: Define required worksheets.

   The Required Sheets option is displayed only when you set reportsheet.includedependents=true in properties files.

5. Click OK.

  To create a planning worksheet:

1. In the Administration Workbench, go to the Presentation tab and select Worksheets.

2. Click Create, and select Planning Worksheet.

   Excel opens to display a new workbook containing a blank worksheet.

3. Click , or select Oracle, and then Worksheet Designer.

4. In Worksheet Designer, perform the following actions:

   1. Click Select, and enter an Excel data range.

   2. Select a cube.

   3. Click Create Default to create a default layout using the selected cube (the default layout includes all dimensions, their attributes, and a default measure), or click Start to manually create a layout for this worksheet.

5. Review or edit the information in the Worksheet Designer tabs:

   • Model—Data range, anchor cell, and cube details

     To redesign the sheet, click Revert. (Clicking Revert deletes only the Worksheet Designer data; it does not delete Excel data.)

   • Dimensions—All dimensions and their sheet locations

     Available functions:

     • Unmap Dimension—Unmaps the dimension and creates an “unknown” dimension

     • Map Dimension—Maps an “unknown” dimension to an available dimension

     • Map Range—Maps a dimension to a range

     • Map Attribute—Maps a dimension attribute to a data range

     • Unmap Attribute—Unmaps a dimension attribute

       Use Unmap Attribute if you are adding another string and need to remap the attribute.

     • Delete Attribute—Deletes a dimension attribute

       Use Delete Attribute if you do not want all the columns in the default.

   • Measures—All measures and their sheet locations

     Available functions:

     • Unmap Measure—Unmaps the measure and creates an “unknown” measure

     • Map Measure—Maps an “unknown” measure to an available measure

   • Publish—Defines the worksheet name and description, whether the worksheet is hidden, and whether the worksheet is private.

6. In the Publish tab, click Save.

   Note that this action does not publish the worksheet. See Reviewing and Publishing Model Objects for information on how to publish Presentation objects (including worksheets).