Design Basic Report—Exercises

IMPORTANT
The exercise scenarios in this document uses data from the RACE version of the database released with App75 SP4 as example data.

Creating a report with a single Row

Purpose: The purpose of this exercise is to show you how to create a report using a single Microsoft Excel row.

Scenario: In this exercise, General Ledger Balance will be used as the information source, and the information displayed will be Balance Amount, Account and Account Description. There are no IFS Business Analytics design elements used for this exercise.

Windows:
IFS Business Analytics/Go to Design/Row

  1. Open IFS Business Analytics.
  2. Click Go to Design to switch from End User mode to Designer mode.
  3. Select GL Balance as the information source. When a new report is opened in design mode the Select Information Sources dialog box will open automatically. If it does not open automatically then click Select Information Sources from from the Grid.
  4. Drag the display items Account and Account Description from Account dimension to cells A6 and B6 consecutively.



     
  5. Drag and drop the display item Balance from Measure Items to cell C6.


     
  6. Click Execute. The result should be an empty report with only a zero value in cell C6. The reason for this is that the report shows the balance for all companies that you have access to and the sum of debit and credit should be 0.

Adding a repeater and a filter criteria

Purpose: The purpose of this exercise is to show you how to add a repeater to a Microsoft Excel row and a filter criteria to the report sheet.

Scenario:  In this exercise General Ledger Balances for company 900 will be filtered and displayed as information. The information will be based on Account, Account Description and Amount.   

Windows:
IFS Business Analytics/Go to Design

  1. Click Go to Design to switch to design mode.
  2. Highlight row 6 in the Microsoft Excel sheet and click New Design Row  from the Display Items pane to create a design row.
  3. Drag Account dimension item from Display Items pane to use as the repeater and drop it in the Display Item field. Note: The Start and Stop field for the repeater should correspond with the row that you have added to the Microsoft excel sheet.


     

  4. Click Sheet or select the Microsoft Excel sheet to add a filter to display information only for company 900.

  5. Select the Filter Criteria tab and drag Company to the Display Item field for the filter criteria.

  6. Select the operator for the filter criteria row by clicking Op from the Select Operator dialog box select where " = equals" operator.

  7.  Select company '900' from the List of Values dialog box.



     

  8. Click Execute. The report will have a row for each account displaying Account, Account Description and Amount.


     

  9. If you need to make changes to the design for e.g. to adjust the column width for column B, go back to Design Mode and apply the changes.
     

Adding a design column

Purpose: The purpose of this exercise is to add a design column to your report.

Scenario:  In this exercise,  General Ledger Balances for company 900 for year/periods between 2009-01 and 2009-05 will be filtered and displayed as information.

Windows:
IFS Business Analytics/Go to Design/Column

  1. Drag Year Period from Accounting Period dimension to Cell C5.
  2. Highlight column C in the Microsoft Excel sheet and click New Design Column from Display Items pane.
  3. Drag and drop Year Period from the Accounting Period dimension to the Display Item filed.
  4. Select the Filter Criteria tab for the design column and add a filter for Year Period where the value should be between '200901' and '200905'.


     
  5. Click Execute.

Adding a Sheet repeater

Purpose: The purpose of this exercise is to add a sheet repeater to your report.

Scenario:  In this exercise,  the report is rearranged to display balance information for each cost centre of company 900 in a separate sheet..

Windows:
IFS Business Analytics/Go to Design/Sheet

  1. Click Sheet and then go to the Sheet Repeaters tab.
  2. Drag Code B from Code B dimension to the Display Item field in the Sheet Repeaters tab.
  3. Select Asc from the Sort list.
  4. Select the User Defined Sheet Name check box.


     
  5. Click Execute.

Adding Microsoft Excel Features and Saving the report
 

Purpose: The purpose of this exercise is to show you how to add basic Microsoft Excel features to IFS Business Analytics report.

Windows:
IFS Business Analytics/Go to Design

  1. Start by adding labels for Account and Account Description for each respective display item.
  2. Bold and add color the label text.
  3. Format cell C6 as currency.
  4. Add SUM function below the amount to create a Column total.
  5. Add SUM function to the right to get a row total.
  6. Add more Excel features for e.g., borders, alignment, font...etc
  7. Click Execute.


     
  8. Select the File menu in Microsoft Excel and click Save. Save the report as BASICXX where 'XX' is your user initials.

Using the Find Feature of IFS Business Analytics

Purpose: The purpose of this exercise is to show you how to find a data item or a parameter used in a Business Analytics report design using the Find feature.

Window:

IFS Business Analytics/Go to Design

  1. Click Go to Design to switch to design mode of the BASICXX report.
  2. Click the Find button on the BA Design tool bar to open the Find  dialog box.
  3. Select Data Item for the Find What field.

  4. Select Account under Account in the List of Values as the display item to find.

  5. Click Find. All the occurrences of the Account display item will be listed in the table in Find dialog box.