Create Reports

Use the Create Report guide to create reports.

If your user interface preference is set to a bidirectional language, the Create Report guide doesn't display all components in right-to-left orientation.

To create a report:

  1. Launch the Create Report guide in one of these ways.
    • From the global header, click New, and then click Report.
    • From the Home page, under the Create region, click Report.
    • On the catalog toolbar, click New, and then click Report.
    • From the Data Model editor page, click Create Report.
  2. Follow the guided steps to select data and layout for the report, and if required add charts and tables.
  3. Save the report.

Select a Data Source

Building a report begins with selecting a data source.

Choose one of the following options to begin building your report:

  • Use Data Model

    Select an existing data model from the catalog.

    Click Next to proceed to choose Guide Me or Use Report Editor.

  • Upload Spreadsheet

    Upload a Microsoft Excel file (file type.xls or .xlsx). If the uploaded spreadsheet contains multiple sheets, select the sheet to use as the data source. You can include data from only one sheet.

    To use multiple sheets in a workbook, you first create a data model that includes each spreadsheet as a data set, and then use that data model as the data source for the report.

    Click Next to proceed to choose Guide Me or Use Report Editor.

  • Use Subject Area

    Select a subject area from the repository. This option enables you to directly query the server and eliminates the need to create a data model in Publisher. The Create Report guide limits you to one subject area, however, you can create a report against multiple subject areas using the report editor.

    Click Next to proceed to choose Guide Me or Use Report Editor.

Choose Guide Me or Use Report Editor

You can either choose guide or to use the report editor on the Create Report page.

The following table describes the options on the Create Report page.

Option Description

Guide Me

This option guides you through defining the layout of your data in common predefined report styles. Choose this option to:

  • Create a report with simple components

  • Select a common report style with basic options

  • Quickly view the data in preview mode

Proceed to select the report layout.

Use Report Editor

This option prompts you to save the report and then opens the report editor. Choose this option to proceed to configure the report or to create a more complex layout.

Select the Report Layout

When you choose Guide Me, you are prompted to select the report page options.

After you select the data source for the report, select the report page options and report layout to define how data is displayed in the report.

To select report layout:

  1. Select report page options as follows:
    • Select the Portrait or Landscape page option to define the report page orientation.

    • Select the Page Header option to include the date in the report page header.

    • Select the Page Footer option to include the page number in the report page footer.

  2. Select one of the following report layouts:
    • Table (default)

    • Chart

    • Pivot Table

    • Chart and Table

    • Chart and Pivot Table

    • Two Charts and Table

  3. Click Next to proceed.

Choose Columns for Report Layouts

The layout that you select on the Select Layout page drives the remaining pages that you must complete to create the report.

For example, if you select the Table layout, Create Table is the next page displayed.

After you select a layout, select the data source columns to include in the report. As you select columns, sample data for the columns displays on the page. The selected columns display in the order selected.

Keep the following points in mind about sample data:

  • For data models: The Create Report process uses the sample data that is saved to the data model. If sample data isn't attached to the data model, the selected column headings display without data.

  • For uploaded spreadsheets: Sample data is displayed from the selected spreadsheet.

  • For subject areas: Sample data is displayed directly from the columns in the subject area.

Table Layout

On the Create Table page you add columns to the layout by dragging and dropping them from the Data Source pane to the table area.

The columns are displayed in a simple tabular format and the column widths are automatically adjusted based on the number of selected columns as shown in the following illustration.

To remove a column from the table, hover your mouse over the upper-right hand corner of the column header and click Delete.

The Show Grand Totals Row option is selected by default to automatically display an aggregated summary row for all columns. Deselect this option to remove the row from the table.

Click Preview Report to display the report in the report viewer.

Click Next to proceed to save the report.

Chart Layout

The Chart Layout page supports three types of charts. Choose the chart type by clicking its icon: Bar, Line, or Pie. Add columns to the chart by dragging and dropping them from the Data Source pane to the chart area.

The following figure shows the create chart layout. You can specify two values each to display for the chart Value, Series, and Label.

The layout editor supports a variety of more complex charts. To add more values to this chart or create another chart type, edit this layout in the layout editor after saving the report.

To remove a value from the chart, hover your mouse over the upper-right hand corner of the item label and click Delete.

Click Preview Report to display the report in the report viewer.

Click Next to proceed to save the report.

Chart and Table Layout

When you select the chart and table layout, you add columns to the Create Chart page first, click Next, and then the Create Table page displays with the columns that you previously selected for the chart.

You can also add additional columns and remove columns on this page.

Click Next to proceed to save the report.

Pivot Table Layout

When you select columns for the pivot table layout, the columns display on the Create Table page.

The figure below shows the columns displayed.

The Show Row Grand Totals option is selected by default. Deselect this option to hide the row in the table that includes the grand total for each column.

The Show Column Grand Totals option is selected by default. Deselect this option to hide the column in the table that includes the grand total for each row.

Click Switch Rows and Columns to flip the rows and columns axes.

Click Preview Report to display the report in the report viewer.

Click Next to proceed to save the report.

Chart and Pivot Table Layout

When you select the chart and pivot table layout, you add columns to the Create Chart page first, click Next, and then the Create Table page displays with the columns that you previously selected for the chart. You can also add additional columns and remove columns on this page.

Click Next to proceed to save the report.

Two Charts and Table Layout

When you select the two charts and table layout, you add columns to the Create Chart page first, click Next, and then Create 2nd Chart.

Once you add columns to the Create 2nd Chart page, click Next to display the Create Table page. The Create Table page displays with the columns that you already selected for the first chart. You can also add additional columns and remove columns on this page.

Click Next to proceed to save the report.

Save the Report

You can save the report layout and the columns you added.

Use the Save Report page as shown in the following illustration.

Select one of the following options:

  • To run the report you just created, click View Report and then click Finish. The final page prompts you to save the report. After saving, Publisher runs and displays the report in the report viewer.

  • To customize the report layout, click Customize Report Layout and then click Finish. The final page prompts you to save the report. After saving, the report opens in the layout editor.