9.1 Steps for Creating a Custom Report

To create a Custom Report and add it to an existing Dashboard page, perform the following steps:

1. Log in to the ALMBI Application and click the New link available at the top right corner.
2. Select Analysis.
3. Click ALM BI from Select Subject Area to see all the metadata objects available to build the report.
4. Once you select the ALM BI, you can see all the presentation items available on the LHS.
5. Select the required columns one after the other from the LHS as shown in the following Figure.
6. You can put filters to restrict the data. To apply filers, Ctrl+Click the respective dimension columns and then provide the filter values as shown.
7. Repeat the earlier step # 5 to add all the relevant filters to the earlier report and upon adding all the filters, as shown.
8. Click the Results tab on the top and delete the Table view available in the Compound Layout by clicking the Delete button.
9. After deletion of the Table view, add one Pivot view to the Compound Layout by selecting it from the list.
10. After adding the Pivot View, change the format of the Pivot.
11. Select the Chart Pivoted Results and make the changes to the pivot view to get the final Chart view, and then click Ok.
12. Click Save or Save As on the right-hand top corner.
13. Add the newly created report to the Catalog page.