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BrioQuery Explorer User Guide

Brio Manual

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Page 1: Brio Manual

BrioQueryExplorerUser Guide

Page 2: Brio Manual

BrioQuery Explorer User Manual © 1999 Brio Technology, Inc.

All rights reserved. This product and related products anddocumentation are protected by copyright and are distributed underlicenses restricting their use, copying, distribution, and decompilation.No part of this product or related documentation may be reproduced inany form by any means without prior written permission of BrioTechnology, Inc., and its licensors.

Brio Technology, Inc.3460 West Bayshore RoadPalo Alto, CA 94303 USA

[email protected]@Brio.comwww.Brio.com

Updates are at www.brio.com/documentation

Trademarks

Brio ® Enterprise, BrioQuery™, BrioQuery Designer™, BrioQueryExplorer™, BrioQuery Navigator™, Brio.Quickview™, Brio.Insight™,Brio OnDemand Server™, Brio Broadcast Server™, and Brio EnterpriseServer™ are trade marked names. All trade names of companies andproducts used in this book are registered trademarks or trade names oftheir respective holders and are used in an editorial fashion only, with nointention of infringement of any kind. Usage is not intended to conveyendorsement or other affiliations with this product.

Credits

Written by Susan St.Pierre. Contributors include Dan Claessens, GavinDas, Gina Tsubota, John Rotherham, You Mon Tsang, Daniel Montagne,and Andreas Ramos.

Printed in USA

PN 1200021 (Rev. 6/1999)

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Contents

Introduction .................................................................................................. xiii

What this Manual Contains....................................................................... xiii

Overview............................................................................................. xiii

Tutorials .............................................................................................. xiii

Online Help ................................................................................................ xiv

Who is This Manual For?............................................................................ xv

Manual Conventions .................................................................................. xv

Menu Commands................................................................................ xv

Shortcut Menus.................................................................................... xv

Text....................................................................................................... xv

Notes and Other Messages ................................................................ xvi

Supported Platforms.................................................................................. xvi

System Requirements ................................................................................ xvi

Contact Brio Technology ........................................................................... xvi

Main.................................................................................................... xvii

Technical Support.............................................................................. xvii

Sales.................................................................................................... xvii

Registration ............................................................................................... xvii

View Your Serial Number................................................................ xviii

Overview ..................................................................................................... 1

Query and OLAP Query Sections.................................................................1

Results Section ...............................................................................................3

Chart Section ..................................................................................................5

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Pivot Section...................................................................................................6

Report Designer .............................................................................................7

EIS Section ......................................................................................................8

About Brio Enterprise™ ..............................................................................10

BrioQuery™ 6.0 ....................................................................................10

Brio.Insight™ 6.0 ..................................................................................11

Brio.Quickview™ 6.0............................................................................12

Tutorial 1: Create a BrioQuery document....................................................... 13

BrioQuery Documents.................................................................................13

Tutorial 1 Overview.....................................................................................14

Objectives .....................................................................................................14

Start...............................................................................................................14

Launch BrioQuery ................................................................................14

Connect by Creating a Connection File ......................................................14

Query Section...............................................................................................19

Examine Query Section Interface ........................................................19

Open Table Catalog..............................................................................21

Select Tables..........................................................................................22

Hide and Show Section and Catalog Panes ........................................22

Join Manually........................................................................................23

Build Request Line ...............................................................................24

Save Document.....................................................................................27

Build Limit Line....................................................................................28

Sorts in Query Section ..........................................................................31

Save Document.....................................................................................31

Process Query ..............................................................................................32

Results Section .............................................................................................32

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Examine Results Section Interface.......................................................32

Format Results Section .........................................................................33

Add Date Groups .................................................................................37

Build Local Limits.................................................................................38

Build Sort Line ......................................................................................39

Password Protect Document.......................................................................40

Return to Query Section ..............................................................................41

Aggregate items in Request Line.........................................................41

Pivot Section.................................................................................................42

Insert New Pivot Section......................................................................43

Examine Pivot Section Interface ..........................................................43

Build Pivot ............................................................................................45

Pivoting Labels .....................................................................................51

Focus on Items and Hide Items ...........................................................53

Show All Items......................................................................................54

Remove Label from Outliner ...............................................................54

Add Totals.............................................................................................55

Total Functions .....................................................................................56

Drill Anywhere.....................................................................................57

Drill Up .................................................................................................58

Build Sort Line ......................................................................................58

Remove Total ........................................................................................59

Group and Ungroup Items ..................................................................60

Save Document ............................................................................................61

Pivot2 Section...............................................................................................61

Insert New Pivot Section......................................................................61

Delete Pivot2 Section............................................................................62

Chart Section ................................................................................................63

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Insert New Chart Section .....................................................................63

Rename Chart Section ..........................................................................63

Choose Chart Type...............................................................................64

Build Chart............................................................................................65

Hide/Show Legend..............................................................................68

Change Chart Size ................................................................................69

Report Section ..............................................................................................70

Insert New Report Section ...................................................................71

Examine Report Section Interface........................................................71

Create Tabular Report..........................................................................73

Format Report Table.............................................................................76

Sort Report Table ..................................................................................77

Create Report Groups ..........................................................................78

Modify Group Header .........................................................................80

Sort Reports by Groups........................................................................82

Insert Page Header ...............................................................................83

Rename Report Section ........................................................................84

Insert Smart Chart ................................................................................86

Finish ............................................................................................................87

Save Document.....................................................................................87

Print Report...........................................................................................87

Exit BrioQuery ......................................................................................87

Tutorial 2: Create an OLAP Query................................................................... 89

OLAP ............................................................................................................89

Tutorial 2 Overview.....................................................................................89

Objectives .....................................................................................................89

Start...............................................................................................................90

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Launch BrioQuery ................................................................................90

Connect by Creating a Connection File ......................................................90

Examine OLAP Query Interface .................................................................99

New OLAP Database Interface............................................................99

OLAP Terms .......................................................................................100

Build Outliner ............................................................................................102

Outliner ...............................................................................................102

Add Measures to Outliner .................................................................103

Add Side Labels to Outliner ..............................................................104

Hardwire Mode .........................................................................................105

Continue to Build Outliner........................................................................105

Add Top Labels to Outliner...............................................................105

Change Column Size ..........................................................................106

Add More Top Labels ........................................................................107

Move Labels in Outliner ....................................................................107

Drill Down..................................................................................................109

Drill Up.......................................................................................................111

Slicer ...........................................................................................................112

Create Filters ..............................................................................................114

Filter Operators...................................................................................117

Remove Filters ....................................................................................118

Add Computed Item ..........................................................................119

Turn Off Database Totals ..........................................................................122

Show as Chart ............................................................................................123

Offline Access OLAP Data ........................................................................124

Finish ..........................................................................................................125

Exit BrioQuery ....................................................................................125

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Rules for OLAP Query ..............................................................................125

Tutorial 3: EIS Executive Information System .............................................. 127

BrioQuery EIS ............................................................................................127

Objectives ...................................................................................................127

Tutorial Overview......................................................................................128

Start.............................................................................................................128

Launch BrioQuery from bqy Document ...........................................128

Save Under Different Name...............................................................128

EIS Modes...................................................................................................129

EIS Run Mode.....................................................................................129

EIS Design Mode ................................................................................129

Design and Run Modes......................................................................130

Examine EIS Interface................................................................................130

Set EIS Section Background ...............................................................131

Create Graphic Component ...............................................................132

Create Control Component................................................................133

Embedded Sections ............................................................................134

Modify Embedded Component Properties.......................................136

Attach script........................................................................................139

Test Your EIS Section.................................................................................141

Finish ..........................................................................................................142

Exit BrioQuery ....................................................................................142

Glossary of Brio Technology Terms .............................................................. 143

Index ................................................................................................. 151

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Figures

Figure G-001 Query section .....................................................................................................2Figure G-002 OLAP Query section..........................................................................................2Figure G-003 Results section....................................................................................................4Figure G-004 Chart section.......................................................................................................5Figure G-005 Pivot section .......................................................................................................7Figure G-006 Report section.....................................................................................................8Figure G-007 EIS section...........................................................................................................9Figure T1-001 ..........................................................................................................................15Figure T1-002 ..........................................................................................................................16Figure T1-003 ..........................................................................................................................17Figure T1-004 ..........................................................................................................................18Figure T1-005 ..........................................................................................................................18Figure T1-006 ..........................................................................................................................20Figure T1-007 ..........................................................................................................................21Figure T1-008 ..........................................................................................................................23Figure T1-009 ..........................................................................................................................24Figure T1-010 ..........................................................................................................................26Figure T1-011 ..........................................................................................................................27Figure T1-012 ..........................................................................................................................29Figure T1-013 ..........................................................................................................................29Figure T1-014 ..........................................................................................................................30Figure T1-015 ..........................................................................................................................31Figure T1-016 ..........................................................................................................................33Figure T1-017 ..........................................................................................................................34Figure T1-018 ..........................................................................................................................35Figure T1-019 ..........................................................................................................................36Figure T1-020 ..........................................................................................................................37Figure T1-021 ..........................................................................................................................38Figure T1-022 ..........................................................................................................................39Figure T1-023 ..........................................................................................................................40

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Figure T1-024 ..........................................................................................................................41Figure T1-025 ..........................................................................................................................42Figure T1-026 ..........................................................................................................................42Figure T1-027 ..........................................................................................................................45Figure T1-028 ..........................................................................................................................46Figure T1-029 ..........................................................................................................................46Figure T1-030 ..........................................................................................................................47Figure T1-031 ..........................................................................................................................47Figure T1-032 ..........................................................................................................................48Figure T1-033 ..........................................................................................................................49Figure T1-034 ..........................................................................................................................50Figure T1-035 ..........................................................................................................................51Figure T1-036 ..........................................................................................................................52Figure T1-037 ..........................................................................................................................53Figure T1-038 ..........................................................................................................................54Figure T1-039 ..........................................................................................................................55Figure T1-040 ..........................................................................................................................55Figure T1-041 ..........................................................................................................................57Figure T1-042 ..........................................................................................................................58Figure T1-043 ..........................................................................................................................59Figure T1-044 ..........................................................................................................................60Figure T1-045 ..........................................................................................................................61Figure T1-046 ..........................................................................................................................62Figure T1-047 ..........................................................................................................................64Figure T1-048 ..........................................................................................................................65Figure T1-049 ..........................................................................................................................66Figure T1-050 ..........................................................................................................................67Figure T1-051 ..........................................................................................................................68Figure T1-052 ..........................................................................................................................69Figure T1-053 ..........................................................................................................................70Figure T1-054 ..........................................................................................................................73Figure T1-055 ..........................................................................................................................74Figure T1-056 ..........................................................................................................................75Figure T1-057 ..........................................................................................................................75

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Figure T1-058 ..........................................................................................................................76Figure T1-059 ..........................................................................................................................77Figure T1-060 ..........................................................................................................................78Figure T1-061 ..........................................................................................................................79Figure T1-062 ..........................................................................................................................80Figure T1-063 ..........................................................................................................................81Figure T1-064 ..........................................................................................................................82Figure T1-065 ..........................................................................................................................83Figure T1-066 ..........................................................................................................................84Figure T1-067 ..........................................................................................................................85Figure T2-001 ..........................................................................................................................91Figure T2-002 ..........................................................................................................................92Figure T2-003 ..........................................................................................................................93Figure T2-004 ..........................................................................................................................94Figure T2-005 ..........................................................................................................................95Figure T2-006 ..........................................................................................................................95Figure T2-007 ..........................................................................................................................96Figure T2-008 ..........................................................................................................................97Figure T2-009 ..........................................................................................................................98Figure T2-010 ..........................................................................................................................98Figure T2-011 ..........................................................................................................................99Figure T2-012 ........................................................................................................................101Figure T2-013 ........................................................................................................................102Figure T2-014 ........................................................................................................................103Figure T2-015 ........................................................................................................................104Figure T2-016 ........................................................................................................................104Figure T2-017 ........................................................................................................................106Figure T2-018 ........................................................................................................................106Figure T2-019 ........................................................................................................................107Figure T2-020 ........................................................................................................................108Figure T2-021 ........................................................................................................................109Figure T2-022 ........................................................................................................................110Figure T2-023 ........................................................................................................................111Figure T2-024 ........................................................................................................................113

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Figure T2-025 ........................................................................................................................114Figure T2-026 ........................................................................................................................115Figure T2-027 ........................................................................................................................116Figure T2-028 ........................................................................................................................116Figure T2-029 ........................................................................................................................117Figure T2-030 ........................................................................................................................118Figure T2-031 ........................................................................................................................119Figure T2-032 ........................................................................................................................120Figure T2-033 ........................................................................................................................121Figure T2-034 ........................................................................................................................122Figure T2-035 ........................................................................................................................123Figure T2-036 ........................................................................................................................123Figure T2-037 ........................................................................................................................124Figure T3-001 ........................................................................................................................131Figure T3-002 ........................................................................................................................132Figure T3-003 ........................................................................................................................133Figure T3-004 ........................................................................................................................135Figure T3-005 ........................................................................................................................136Figure T3-006 ........................................................................................................................137Figure T3-007 ........................................................................................................................138Figure T3-008 ........................................................................................................................139Figure T3-009 ........................................................................................................................140Figure T3-010 ........................................................................................................................141

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Introduction

What this Manual Contains

This manual is organized into two major parts: overview and tutorial.

Overview

The overview briefly covers the many powerful features in eachBrioQuery section.

Tutorials

The tutorials are included to help you get started quickly. The threetutorials start with simple features and commands, then build moreadvanced commands and features.

The tutorials assume basic Windows skills, including use of the menusand toolbars, selecting items, moving through folders, and startingprograms. The tutorials in this manual cover how to access commandsfrom both the menu and the shortcut menu.

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xiv Introduction

Table I-1 List of Tutorials

Tutorial Tutorial Name Description

Tutorial 1 Create a BrioQuerydocument

Create a BrioQuery documentCreate a connection fileCreate a QueryCreate a Results TableCreate a PivotCreate a ChartCreate a Report

Tutorial 2 Create an OLAP Query Create a BrioQuery documentCreate a connection fileCreate an OLAP QueryProcess the OLAP QueryChart the OLAP QueryDownload to OLAP Results

Tutorial 3 EIS Executive InformationSystem

Use a pre-built EIS sectionModify existing EIS sectionReset background colorUse a graphicUse a controlEmbed Chart and Table sectionsModify propertiesAdd a scriptRun EIS to see the enhancements

Online Help

When running BrioQuery for Windows client applications, you haveaccess to comprehensive online help.

• BrioQuery Help complements the printed manual by providingdescriptions and step-by-step instructions for all BrioQuery features.The BrioQuery features in this manual are covered in more depth inthe online help. Some features are only discussed in online help.

You can view online help at any time.

• Choose BrioQuery Help from the Help menu.

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Who is This Manual For?

This manual is for both current and new users of BrioQuery. It gives youan overview of BrioQuery’s capabilities and gets you started withtutorials.

Topics are covered in more depth in the BrioQuery online help.

This manual concentrates on features available to BrioQuery Explorerand Brio.Insight users. The largest portion of the manual consists of thethree tutorials. By building the different sections in a BrioQuerydocument, you learn how the various features work in BrioQuery.

Manual Conventions

This manual uses the following conventions.

Menu Commands

BrioQuery manual uses the "|" symbol to display the steps in menuselections. For example, Choose Insert | New Pivot indicates that youfirst select the Insert dropdown menu and then select the New Pivotoption from the menu list.

Shortcut Menus

Shortcut menus are opened with a mouse click. The Windows defaultsetup uses a right mouse button to open the shortcut menu. For systemsset to left-handed mouse use, the left mouse button activates the shortcutmenus.

Text

If you are asked to type on screen, for example to write BrioQueryscripts, the text is printed in courier font. See the line below.

This sentence is in Courier font.Type this sentence as a command.

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Notes and Other Messages

The following styles contain notes, important information, and otheritems.

Note Contains helpful information that is not in the generalexplanation or procedure.

Important Contains important information or a key point.

Supported Platforms

Brio Enterprise 6.0 is available for Microsoft Windows 95, 98, and NTenvironments.

The BrioQuery documentation describes features that are available in allconfigurations of BrioQuery.

System Requirements

Minimum requirements: Windows 95/98 or higher, 32 MB of RAM orhigher, 20 MB of hard disk space.

Recommended requirements: 64 MB of RAM and 32 MB of hard diskspace.

A detailed system requirements list is at www.brio.com/documentation.

Contact Brio Technology

We like to hear from our customers! Please contact Brio Technology orvisit our web page to receive updates, technical bulletins, and otherinformation on Brio products and events. For registered owners ofBrioQuery, Brio provides a variety of fee-based technical support plans.

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Main

Telephone: (USA) 650.856.8000

Fax: (USA) 650.856.8020

Web: www.brio.com

FTP: ftp.brio.com

Technical Support

Telephone: United States and Canada 800.746.2746

All other countries: Country Code +800.1746.2746

email: [email protected]

Note There are no telephone charges for you to call internationaltechnical support. To dial, use your country’s internationalaccess code. This is not the same as the international access codeto the USA. See www.brio.com/documentation for a list ofaccess codes.

Sales

Telephone: (800).TRY.BRIO

email: [email protected]

Registration

Register your product at www.brio.com/registration

Note Have your serial number ready when you call for technicalassistance. For faxes and email, always include your serialnumber.

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View Your Serial Number

To see your serial number, choose Help | About BrioQuery.

For easy reference, write your serial number or place the serial numbersticker from your BrioQuery box here or on the back of this manual’sTitle page.

Note Updates and additions to this manual are atwww.brio.com/documentation

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1

Overview

BrioQuery integrates query, analysis, and reporting in one easy-to-useinterface to data marts and data warehouses to provide easy access todata that can help answer questions about your business.

Many organizations are building data warehouses and data marts.Behind these data warehouse lie large, complex, databases. Theseimplement both relational and OLAP databases.

Data is extracted from different company data systems and thenprepared for decision support applications, such as managementreporting, executive information systems, queries, and data mining.

BrioQuery’s client application enables you, as an end user, to access andanalyze information in the databases. You can use it for ad-hoc querying,tabular “pivot” reporting, graphical analysis, and comprehensivereporting.

BrioQuery displays your data in several formats: Queries, OLAPQueries, Tables, Pivots, Charts, Reports, and EIS. These are calledsections.

Query and OLAP Query Sections

After connecting to the database, you create queries for the database tofetch information. Queries select information from the database toprovide you with data for your analyses. You choose the informationitems that you want and then refine the criteria to create subsets.

Depending on the type of database, the request is a relational Query oran OLAP Query. Queries take advantage of the nature of theirunderlying database.

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Queries can be simple, such as “Show me all the computer store sales in1996.” Queries can also be more complex, for example, “Show me whichsales reps increased their sales from last month to this month.”

Relational queries use a data model with a visual view representing theserver database tables. A BrioQuery document can have multiple queriesfor a data model and more than one data model.

OLAP queries work slightly differently than relational queries. The userinterface is similar to BrioQuery’s Pivot section, but the data comesstraight from the OLAP server. Interaction is encouraged, which takesadvantage of OLAP Server capabilities.

In addition, a BrioQuery document can have a mixture of the two querytypes: relational and OLAP. This allows user access at sites where bothtypes of databases are used.

Figure G-001 Query section

Once created, a query is ready to be processed by the database server.The query’s processing time can depend upon its complexity, the size ofthe database, and refreshing the data that is used in other sections of the

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document. At any time, queries can be modified to fetch new data orreprocessed to refresh the data. Your data can be sorted either at theserver or locally on your workstation.

Figure G-002 OLAP Query section

Results Section

Your query fetches your dataset from the database and displays it as atable in the Results section. Each requested item is displayed as acolumn. Each database record is listed as a row. Columns and rows arethe raw data. Analysis can be done at this level by presenting this datamore clearly with formatting and sorting. This data can also be analyzedoff-line or used in reports.

From the columns that were retrieved from the server, new columns canbe calculated. For example, new columns can display totals. You can alsotemporarily group several columns into a new column. For example, ifkeyboards, mice, and keyboards are products, you can group them into a

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new column named peripherals. Each product’s data would beconsolidated into an aggregated column called peripherals. Since you areonly changing the data’s view, not the underlying data itself, you canungroup it at any time.

Figure G-003 Results section

The Results sections are also used for creating Chart, Pivot, Report, andEIS sections. You use these to analyze your data in different ways. TheChart and Pivot sections are linked to your Results section and arerefreshed along with new queries. Many Results section features are alsoavailable in Chart and Pivot sections.

You can also apply temporary conditions in the Results section toanalyze different situations. These temporary conditions are propagatedto each of the Chart & Pivot sections that are attached to that Resultssection.

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Chart Section

The Chart section gives you a fully interactive, visual view of yourdataset as a chart. You can view your dataset as a pie charts or bargraphs, cluster, line, and ribbon graphs. BrioQuery Chart sections aredynamic. Data items can be quickly changed at each chart axis and thechart dynamically displays the results.

Figure G-004 Chart section

Among the different chart types, the one best suited to your analysisdepends on what patterns in the data you are trying to uncover. WithBrioQuery, you can easily test various charts to see which one brings outthe necessary emphasis.

Charts are interactive. You can drill down to examine data points inmore detail. The drill down feature allows you to progressively break

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down items into subcategories. You can even drill back to the databasefor items that you did not include in your original query.

For example, you note that hard disk sales are lower in a particular year.You drill down to see the quarterly sales. If a particular quarter issubstantially lower, you drill down further to see the sales to thedifferent types of customer. You discover after further drilling that in thelowest quarter, you lost your biggest account and it took two morequarters and several new customers to build back the sales volume.

Pivot Section

Pivots turn static tabular data into an interactive, flexible tabular reportthat you can quickly and intuitively arrange to show new datarelationships.

In the Pivot section, you can change labels from top labels to side labelsor reverse with a drag and swing action. Pivoting makes it easy toquickly rearrange your information and view it in different perspectives.You can also change the order of labels with drag and drop.

You create a Pivot section directly from your Chart section or from itemsin the Results section.

For example, a sales Pivot uses side labels for product type and toplabels for the years with sales numbers in the cells. If you add quarters tothe top labels, the number of cells are increased and yearly salesnumbers are further broken into quarters. Each addition to top or sidelabels breaks the sales numbers into finer information granularity.

All of the Chart section’s drill capabilities are available in the Pivotsection.

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Figure G-005 Pivot section

Report Designer

Report Designer allows you to create great-looking reports. Your Reportsection can display any Results, Charts, and Pivot sections. MultipleQuery sections in a single document allow you to create complex reportsthat integrate data from different data sources.

Report Designer’s layout tools let you easily create complex reports.With drag and drop, add your Pivot, Chart, Results, and graphics to aReport section. Each item is a individual component with modifiableproperties. Add logos, pictures, text, and backgrounds to round out yourreport’s look.

Report Designer has an intuitive toolkit for you to lay out your Reportsection in visual form. Built for production reporting, Report Designer’sflexible page sizing lets you zoom in for the detail work and then zoomout to see a bird’s eye view of your layout result. You can work in inches,

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centimeters, or pixels and use snap-to and guide line tools to easily layout your components down to precise pixels.

Figure G-006 Report section

EIS Section

EIS sections provide a “dashboard” with pre-built Query and analysissections. EIS sections can be set up for those who need information. Theycan work within an EIS section and find a pre-designed interface to datawithout having to build queries.

EIS interfaces can be quickly built by advanced users. You can leverageyour knowledge of industry-specific best practices and assemble yourown analytical applications for deployment to other users.

Advanced users have a powerful toolbox to build customizedapplication interfaces. BrioQuery provides pre-built blocks, such asprogrammable buttons and selection boxes, so that you can quickly

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create a polished application. In the same way that Reporter Designer’stools let you build management-level reports, EIS gives you the tools toassemble data interfaces for your users.

JavaScript is the industry standard scripting language for EIS sections.Scripts can be attached to any of the EIS building blocks. This makes EISexpandable to meet your data needs.

Figure G-007 EIS section

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About Brio Enterprise™

The Brio Enterprise 6.0 product suite includes the following.

• BrioQuery™ 6.0: Designer, Explorer, Navigator• Brio.Insight™ 6.0• Brio.Quickview™ 6.0

BrioQuery™ 6.0

BrioQuery 6.0 is available in three different editions: Navigator,Explorer, and Designer.

The multi-edition structure takes into account the different ways thatpeople work with databases, their information needs, their technicalexperience with client/server database technology, and the wayBrioQuery is deployed in their computing environment.

Each edition incorporates core query, analysis and reporting featuresand adds increasing levels of data modeling functionality.

BrioQuery™ Designer

Designer users are information facilitators. They are often databaseadministrators experienced with client/server connectivity and databaseschema. In addition to their own query needs, they manage theBrioQuery environment by building data models which they distributeto Navigator and Explorer users.

The Designer edition of BrioQuery adds Repository creation,management, and auditing to the Explorer feature set. It assumes theuser has a solid understanding of Explorer. The BrioQuery Repository isa version-controlled database storehouse of data models that can beimplemented across an enterprise. Navigators and Explorers candownload pre-built data models from the Repository and accessinformation quickly and efficiently.

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BrioQuery™ Explorer

Explorer users are information seekers. They are power users who oftencombine information from different tables or different databases tocomplete their work. They understand the database table and joinstructure and are comfortable finding the information they need in thedatabase.

The Explorer edition adds data modeling to the Navigator feature set.Explorers can use distributed predefined data models, or create new datamodels from database tables for their own or distributed use.

BrioQuery™ Navigator

Navigator users are information consumers. They generally need accessto the same types of information on a daily basis, do not have a strongtechnical understanding of databases, and are focused on retrieving datafor use in their work.

The feature set available to Navigator users is weighted towardsinformation processing. Navigators access information throughBrioQuery data models created by an administrator. The data modelsshield Navigators from complicated database schema. Navigators canuse data models to create their own queries and use all of BrioQuery’sreporting and analysis features to work with information.

Brio.Insight™ 6.0

Brio.Insight is the web client that has the feature set that is similar to theBrioQuery Navigator. Both Brio.Insight and Navigator users areinformation consumers who retrieve data for use in their work.Brio.Insight is a plugin for the user’s browser.

The feature set available to both Brio.Insight and Navigator users isweighted towards information processing. Both access informationthrough BrioQuery data models that are created by an administrator.The data models shield them from complicated database schemas.Brio.Insight users can make use of data models to create their ownqueries. They can use all of BrioQuery’s reporting and analysis featuresto analyze the data from their own queries and work with resultingdatasets.

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Brio.Quickview™ 6.0

Brio.Quickview is the “read only” web client that allows users access tothe pre-built analyses Charts, Pivots, and reports. These users areinformation consumers whose feature set access is limited to onlyinformation report viewing.

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Tutorial 1: Create a BrioQuery document

BrioQuery Documents

A BrioQuery document is your workspace to using BrioQuery and yourdatabase. BrioQuery documents can contain several Sections:

• The Query Section lets you create your request for information to adatabase. From a Data Model’s Topics, you select the Items that youneed.

• The Results Section displays the results from processing the QuerySection. With some formatting and presentation manipulation, theResults section can deliver useful information. The Results are alsoused by the other BrioQuery sections.

• The Table Section displays your dataset in table format. You can addadditional lines, such as totals, to have an overview of yourdatabase.

• The Pivot Section lets you use your mouse to manipulate yourresults dataset by pivoting the labels from top to bottom.

• The Chart Section lets you create graphs and charts: pie charts, linegraphs, and 3-D charts.

• The Report Section is used to create presentation reports.• The EIS Section lets advanced users create documents with pre-built

Query and analysis sections for others who need information. Theycan work within an EIS section and find pre-designed interfaces todata without having to build queries.

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Tutorial 1 Overview

In this first tutorial, you will create a new BrioQuery document. First youcreate a connection file. Then you will create its sections: Query, Results,Chart, Pivot, and Report.

Objectives

• Create a BrioQuery document• Create a Connection file• Create a Query• Create a Results Table• Create a Pivot• Create a Chart• Create a Report

Start

Launch BrioQuery

Create a new query document:

• Launch BrioQuery.

Connect by Creating a Connection File

In order to connect to a database, you use a connection file. A connectionfile contains the settings to connect to a specific database. These settingsinclude information such as the connection software, the databasesoftware, your database server’s address, and your user name.

Since each database is different, you’ll need a connection file for yourorganization’s database. See your database administrator for theappropriate connection file information.

For this tutorial, you will use the BrioQuery Connection Wizard to createa connection file to the sample database that is supplied with BrioQuery.

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1 In the BrioQuery dialog box, as seen in Figure T1-001, select A NewDatabase Connection File radio button.

2 Click OK.The dialog box allows you to create a new connection file, or select adatabase connection file from a menu list. You can also use the fileselector box to open recent document files. When opening a previouslyused document, BrioQuery automatically uses the connection file thatwas used to create the document, provided the connection file has notbeen moved, renamed, or deleted.

Figure T1-001

The Connection Wizard dialog box in Figure T1-002 appears. We will usean ODBC database (Open Data Base Connection.)

1 Under “What connection software do you want to use?”, selectODBC as the connection software

2 Under “What type of database do you want to connect to?”, selectODBC as the database software. You may have to scroll down.

3 Click Next>

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Figure T1-002

The Connection Wizard dialog box (Figure T1-003) appears.

1 Leave the User Name and Password boxes empty.The sample file does not need a user name nor password. Whenusing your own files, see your database administrator for your username and password.

2 For the Host database, select Brio Sample Database.3 Click Next>

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Figure T1-003

The next dialog box (Figure T1-004) notifies you that the connection filewill be saved with the extension oce (Open Catalog Extension.)

• Click Finish.

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Figure T1-004

In Figure T1-005, you are asked if you want to save your OCE.

• Click Yes.

Figure T1-005

In the Save Open Catalog dialog box, name the oce file“tutorial_sample.oce” You will use this sample database for the tutorials.

1 Type: tutorial_sample 2 Click Save. BrioQuery’s Query screen (Figure T1-006) is now available to you.

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Query Section

A query is a request for information to a database. First you create a datamodel of the database. You select tables of interest from the table list inthe Catalog pane. When you use these catalog tables, they are convertedinto Topics, which are groupings of related data. From a Topic, youselect the specific Items to build the request and add limits, if any.Finally, you process the query by sending a request to the database. Thedatabase returns the dataset for your query.

BrioQuery allows you to build queries graphically and then processthem with the click of a mouse. You may create a Query section, processit, and then decide, after looking at your results, to go back and changeyour Query section. BrioQuery gives you the flexibility to rework yourQuery section as often as you like.

For example, you may ask, “Show me the unit sales for all customers inSan Francisco during the current year.” After examining your results,you decide to focus on January sales, so you set a few limits and processit again.

You use the Query section to build your Request line, set the limits, andthen sort the data to arrive at your results. The Query screen, as seen inFigure T1-006, is your starting place for a new document.

Examine Query Section Interface

The Query screen is divided into the following parts, as seen in FigureT1-006

• Menu bar• Standard Toolbar• Section Title bar: This contains the Request, Limit, Sort, Back, and

Forward arrows.The Request, Limit, and Sort line buttons are toggle buttons whichhide or display those lines. The Back and Forward arrows are usedto navigate through sections, just like in a web browser.

• Section pane: When this pane is open, it lists the sections that areavailable in the BrioQuery document. At this time, there are only

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Query and Results sections. As you create more sections, theyappear in this list.

• Catalog pane: In the Query section the Catalog pane lists the tablesthat are available in the database.

• Content pane: In the Query section this contains the data modelwhen it is built.

• Request line: This holds the list of Items requested from the databaseserver.

• Limit line: This line holds the Items limiting what will be requestedfrom the server.

• Sort line: The server is to sort the returned dataset on the Items inthis line.

Figure T1-006

A data model is a representation of the database. The Catalog pane liststhe tables in the database. There may be many tables in your database,but you select only the tables that you need for your data model. Uponadding a table to the data model, it is converted into a Topic.

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The sample database is for a fictional computer business. Information isstored in different clusters. Information about customers (names,addresses, and so on) is stored in the CUSTOMERS table. Informationabout products (hard disks, mice, keyboards, and so on) is stored in theITEMS table.

Open Table Catalog

The Table catalog is like a file selector. It shows you the database’savailable tables. You select the tables that you need in order to createyour data model. There are several ways to expand the table catalog sothat you can see the available tables.

1 DataModel | Table Catalog 2 Click on the “+” next to “Tables” in the Catalog pane. 3 Double click on the “Tables” folder in the Catalog pane. In Figure T1-007, the table catalog is open and it lists the tables. Ifnecessary, scroll down to see more tables.

Some of the tables are metadata. This is “data about data.” Typicallystored in database tables and often associated with data warehousing,this information describes the history, content, and function of databasetables, columns, and joins in understandable business terms.

To build a query, you must first use the table catalog to build a datamodel.

Figure T1-007

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Select Tables

For this part, you will bring four tables from the Catalog pane into theContent pane. There are four ways to load a table:

1 Double click on the table. 2 Select the table | shortcut menu | Add Selected Items 3 Click and drag the table to the Content pane. 4 Select the table | Query | Add Requested Item(s) Bring these three tables to the Content pane:

• PCW_CUSTOMERS• PCW_ITEMS• PCW_PERIODS• PCW_SALESWhen you bring the table to the Content pane, the table is converted intoa Topic. A Topic is a logical grouping of related information about aparticular facet of your business, such as Customers or Sales. The Topicshows a list of Items, one for each column in the database table. Items arediscrete informational attributes of Topics, such as Customer ID, StreetAddress, or your Unit Sales. Items represent the column fields of data indatabase tables. These are the basis of building your query.

All three Topics, showing their Items and joins, should be in the Contentpane now. See Figure T1-008. Joins will only show up if the “Auto Join”option is on, as it is in this database.

Hide and Show Section and Catalog Panes

The following button is a toggle between hiding and showing the Sectionand Catalog panes.

• Click on the “Show Section/Catalog” button in the StandardToolbar.

Note If you have a small monitor, close your Section and Catalogpanes, as in Figure T1-008, to see more of the Topic Items in yourContent pane.

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Figure T1-008

Join Manually

Joins are relationships between Topics. If Topics share the same dataItems, they can be joined. By joining Topics, we can use various Items tocreate specific correlations.

If you request Items from unjoined Topics, the database server has noway to correlate the information between the two Topics. This leads toawkward datasets and run-on queries.

Our data model has a Topic for customers and a Topic for sales. Thecustomer Topic lists the customer Items and the sales Topic lists the salesItems. Both Topics have the same Item: Store ID. This lets us match thestores to the customers. We can then create queries that tell us about thekinds of sales for customers in certain postal codes. If we didn’t use ajoin, then we would have two Topics without any correlations betweenthem. We would have a list of customers and a list of sold products. Wewouldn’t know which store sold what to whom.

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Joins are drawn if “Auto Join” is turned on, which is the defaultBrioQuery state, or if metadata or server-defined joins are set up.

The visual joins you see in a data model reflect relationships in theunderlying database. BrioQuery displays joins so that you can see therelationships between Topics. Note in Figure T1-008 that three of theTopics are joined. The joins have an “=” as well.

The PCW_PERIODS Topic is not joined to any of the other Topics. Youneed to join that Topic to the PCW_SALES Topic because PCW_SALES isthe only Topic with date Items.

• In PCW_PERIODS, click and drag the DAY Item to theDELIVERY_DATE Item in PCW_SALES.

This joins the two Topics so that you can create queries and reportsbased upon groupings of delivery dates and time periods. In Figure T1-009, each of the Topics has a line connecting it to at least one other Topic.

Figure T1-009

Build Request Line

Items are the information listed within each Topic. By placing TopicItems in the Request line, you are instructing the database to return datafor those particular columns in the database table. Topic Items areanalogous to columns in the underlying database tables.

You first create the Request line contents and then process the query.

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Open a Request line on your screen.

• Click on the Request button on the Section Title bar.

Add Items to the Request line

Items in any of the Topics in your Content pane can be added to theRequest line. This can be done at any time, even after you haveprocessed the Query and created other sections. Items are added to theRequest line in three ways.

1 Clicking and dragging to the Request line. 2 Select the Item | shortcut menu | Add Selected Items. 3 Select the Item | Query | Add Requested Item(s)

Select Multiple Items

Multiple Items in the same Topic can be selected and added together tothe Request line.

• To select a series of adjacent Items, select the first Item thenShift+click on the last Item.

Items in the same Topic that are not adjacent can be selected and addedsimultaneously. Click on one and Ctrl+click on the others.

• To select non-adjacent Items, select the first Item then Ctrl+click onthe subsequent Items.

Note These multi-Item selection techniques work only when the Itemsare in the same Topic. Instead of dragging the Items, you canalso use the shortcut menu to add them once they are selected.

Add the following Items to the Request line. The order of appearance onthe line is unimportant. You can reorder them once they are on theRequest line by dragging and dropping them. See the built Request linein Figure T1-010.

• ITEM_ID• ITEM_NAME• ITEM_TYPE• OS

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• DAY• QUARTER• YEAR_NUMBER• DELIVERY_DATE• UNITS• AMOUNT• STORE• STORE_TYPE• STATE

Figure T1-010

Remove Items from the Request line

After building a Request line, any Item can be taken off of the Requestline. There are three ways to remove them from the Request line. Youmust first select the Item to be removed.

1 Press the DELETE key. 2 Shortcut menu | Remove 3 Click the Remove button on the Standard toolbar. 4 Click and drag the Item off the Request line.

Note To delete all Items from the Request line, click the Requestbutton on the Request line to select it and press DELETE. This isthe fastest way to clear all Items from the Request line.

Remove the following two Items:

DAY ITEM_ID

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Rearrange the Order of Request Line Items

Move Items by clicking and dragging them into the desired order on theRequest line. Make sure you drag all of the following Items on theRequest line to the same order as Figure T1-011.

STORE STORE_TYPE STATE ITEM_NAME ITEM_TYPE OS QUARTER YEAR_NUMBER DELIVERY_DATE UNITS AMOUNT

Figure T1-011

Note An Item may be removed from the Request line at anytime.However, if the Item is used in subsequent reports, BrioQuerywill warn you and ask for confirmation.

Save Document

Here is a good time to save your document for the first time and name it.You could wait until you have built all sections exactly as you wantthem. However, it’s safer to save your work frequently.

Save this document under the name “lesson1”.

1 File | Save 2 Save it where you prefer. 3 Type: lesson1 4 Click Save. BrioQuery adds the standard extension “.bqy”.

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Note File names and passwords are case sensitive. In general, youshould type in lower case.

Build Limit Line

When building a query, you usually don’t want to see information forevery product you sell. Similarly, you probably don’t want to see thisinformation for every year the product has been available. You onlywant to see certain products and certain periods.

Limits enable you to narrow your request and exclude the data that youdon’t need. This way you see only relevant data.

Limits in the Query section can be applied to any Topic Item, even if theItem is not part of the Request line.

The Limit button on the Section Title bar acts as a toggle, showing orhiding the Limit line when clicked. For this tutorial, keep the Limit linevisible to see your Limits as they are created.

Open the Limit line.

• Click on the Limit button on the Section Title bar. There are three ways to build the Limit line.

1 Click and drag an Item in a Topic to the Limit line. 2 Double click an Item in a Topic.3 Select an Item in a Topic and use shortcut menu | Limit…4 Select an Item in a Topic and use the Query menu | Add Limit(s)… For this Query you will ask for records only if the State is CA (California)or Year Numbers are “1996” or “1997.” To do this, you will create twolimits Items on the Limit line and combine them with a limit operator.

First create the State limit. You only want “CA” in the STATE column.

• Add the STATE Item in the PCW_CUSTOMERS Topic to the limitline by using any of the above three methods.

The Limit dialog box in Figure T1-012 opens.

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Figure T1-012

1 In the box next to the red “X” and green checkmark buttons, type:CA

2 Click the green checkmark. Note that “CA” moves into the scrolling box below the box where youoriginally typed it. Your dialog box now looks like Figure T1-013.

Figure T1-013

• Click OK. Next you want only the years 1996 and 1997, so you requestYEAR_NUMBER to be “1996” or “1997.” Create the limit by opening anew Limit dialog box.

• Double click on YEAR_NUMBER Item in the PCW_PERIODS Topic.

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The Limit dialog box appears. It is like the one in Figure T1-012. Thistime, select the values by viewing a list of actual values in the database.

1 Click on the Show Values button. 2 Select “1996” from the list. 3 Shift+click “1997” in the list. 4 Click OK. Both State and Year Number limits are listed on the Limit line in FigureT1-014 and the default Boolean operator connecting the two is AND.

Note the “=” limit sign that appears in front of STATE andYEAR_NUMBER in the data model Topics.

Figure T1-014

If you process this, you will have only records with STATE of “CA” anda YEAR_NUMBER of “1996” or “1997” in the same row.Table T1.01shows whether a row is in the Results section, when the operator is anAND. This depends on the contents of its STATE and YEAR_NUMBERcolumns.

Table T1.01 Limits for AND

State Year Number Row in Results Section

CA Not 1996 or 1997 NoCA 1996 or 1997 YesAny state except CA Not 1996 or 1997 NoAny state except CA 1996 or 1997 No

If you want to see all of the records that have YEAR_NUMBER of “1996”or “1997” or the STATE of “CA”, you need to change the AND to anOR.Table T1.02 Limits for OR, shows which rows would appear in theResults section, if the operator is an AND.

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Table T1.02 Limits for OR

State Year Number Row in Results Section

CA Less than 1997 YesCA 1997 or greater YesAny state except CA Less than 1997 NoAny state except CA 1997 or greater Yes

Change the Limits operator AND to an OR.

• Click the “AND” button between STATE and YEAR_NUMBER onthe Limit line.

The Limit line now looks like Figure T1-015 and the results set has rowswith either STATE = “CA” OR YEAR_NUMBER = “1996” or “1997.”

Figure T1-015

Sorts in Query Section

Sorts are used in the Query section to have the server sort the data beforesending it over the network. Sorts can also be created in each section ofyour document. Most of the time, you will do sorts locally at yourcomputer; there is no need to do a sort at the server.

Sorts are restricted to only the Items on the Request line. In this tutorial,you will learn to build a Sort line in the Results section.

Save Document

Now is a good time to save your document. It is always a good idea tosave before processing a query.

Save your document.

• File | SaveYou have completed the building of the Query section.

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Process Query

Now you will process the query with the limits that you built. This sendsthe query instructions, which are written in SQL (Structured QueryLanguage,) to the database. The server uses your requests and limits tofind the matching data. It then returns the dataset that matches yourspecifications to your workstation, sorting it first if you built a Sort line.This dataset appears in the Results section. See Figure T1-013.

Process the query to see your Results section.

• Click the Process button on the Standard toolbar.

Note To cancel a query as rows are being retrieved to the desktop,press the [Alt] and [End] keys at the same time.

Your Results section screen is in Figure T1-016.

Results Section

When you process a query, BrioQuery retrieves data to your desktop anddisplays data in the Results section.

Items in the Query section’s Request line now appear as columns in theResults section.

The Results section can be used for the following purposes:

• Refine your results by defining additional limits.• Create computed columns.• Sort data locally at your workstation.• Calculate the break totals or grand totals.• Enhance the presentation of your results.• Print or export the retrieved data in a variety of different formats.

Examine Results Section Interface

New Sorts and Limits can be applied in the Results section to manipulatethe data at your local workstation.

Open the Limit line.

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• Click the Limit button on the Section Title bar. Note that the width of each column is the same and that the columnorder is the same as that listed on the Request Line in the Query section.

Figure T1-016

Format Results Section

Formatting the data makes it easier to read. You can use formatting toemphasize information. Formatting features include:

• Resize column width and row height.• Change font, font size, and type style.• Customize number, date, and time formats.• Suppress duplicate values.In this exercise, you will change column widths and format a column ofnumbers. Next, the date in the delivery date column will be formatted.Finally, you will align the text.

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Format Column Widths

In some cases the columns are too wide and in others too narrow. To seemore columns of your Results section on the screen, you need to changethe widths of columns.

1 Anywhere in the column, click and drag on the vertical divider line.You can decide to return to the standard width for any column.

2 Select the column 3 Format | Column | Standard Width

Any column can be automatically adjusted to fit the title or longestrow item in it.

4 Select the column 5 Format | Column | Auto-Size Width [Ctrl+E]

For this tutorial, auto-size all the columns. Your Results section will looksimilar to the one in Figure T1-017.

Figure T1-017

Format Number Column

The number column, AMOUNT, needs to have a currency sign, twodecimal places, and a comma for thousands.

1 Click anywhere in the AMOUNT column.

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2 Shortcut menu | Number…The Properties dialog box with the Number tab (Figure T1-018)appears.

3 Under the Word “Category:”, select “Currency.” 4 Under the Word “Format:”, select the last item in the list

“$#,##0.00;($#,##0.00)” 5 Click OK.

Figure T1-018

Format Date Columns

There are a number of different looks you can use for a date column. Youwill change the date’s appearance on the DELIVERY_DATE column.

Change the DELIVERY_DATE format to “m/d/yy.”

1 Click anywhere in the DELIVERY_DATE column 2 Format | Number… Under the Word “Category:”, “Date” is already selected.

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The Properties dialog box in Figure T1-019 shows the possible formats inthe lower right scroll box.

1 Choose “m/d/yy”, the second choice from the top. 2 Click OK.

Figure T1-019

Format text columns

Change the font style, size, and alignment on the ITEM_TYPE column.

Change the style to bold, the size to 10, and the alignment to center.

1 Select the QUARTER column. 2 Shortcut menu | Font… 3 Click on “Bold” in the Style box. 4 Click on “10” in the Size box. 5 Click OK. 6 Shortcut menu | Alignment… 7 Click on “Center” in the Horizontal Alignment box. If text formatting cuts off some of the wide items in the column, resizethat column. To resize the width, select the columns and use auto-sizewidth [Ctrl+E].

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Figure T1-020 shows the effects of your formatting the QUARTERcolumn and the other columns.

Figure T1-020

Add Date Groups

This feature enables you to break out date-type columns into separateYear, Qtr, and Month items. These three additional columns areappended to the right of the Results set of columns. Date Groups allowyou more flexibility in displaying and sorting date fields.

1 Select the DELIVERY_DATE column. 2 Results | Add Date Groups Scroll to the right until you can see the three new columns as in FigureT1-021.

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Figure T1-021

Build Local Limits

Sorts and limits that are done in the Results section are applied byBrioQuery, not by the database server. They are useful for managingyour local dataset. If you decide that you do not need all the informationretrieved by your query, you can use a local limit to exclude data fromthe display and any reports that have been built. Local limits are a goodway to filter the dataset to analyze different situations. You can alwaysremove the limit and return to the entire Results set.

You can only apply local limits to items that were requested in the Querysection. You will apply a local limit to see just the rows for a certain year.

Limit your data to YEAR_NUMBER “1996.”

1 Click the Limit button in the Section Title bar. 2 Drag YEAR_NUMBER to the Limit line.

The limit dialog box that appears now is the same as the one in theQuery section. See Figure T1-012.

3 In the box next to the red “X” and green checkmark buttons, type:1996

4 Click the green checkmark. Note that “1996” moves into the scrollingbox below where you originally typed it.

5 Click OK. Note that your status line now says two different numbers in the “Rows”information, such as in Figure T1-022. The rest of the rows were not from

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fiscal 1996. Any other sections you create, such as Pivot, Chart, or Report,will only show data from the smaller number of rows.

Figure T1-022

Remove a Local Limit

To return to the full set of rows at any time, remove all items from theLimit line in the Results section.

1 Click the Limit button on the Limit line. 2 Shortcut menu | Remove

Remove the YEAR_NUMBER item from your Limit line.

Build Sort Line

Data rows can be sorted by various criteria. Once the data is sorted, theanswers to some questions are often obvious, such as business trendsand margins.

BrioQuery has the capacity to perform simple or complex sorts with thelocal dataset. When you sort in the Results section, you sort the data onyour desktop.

When you sort more than one item at a time, the left to right order ofdata on the Sort line dictates the sort order and creates a nested effect.The item on the far left is sorted first. Items to the right are then sorted inorder, each within the categories of the preceding item. Furthermore,each item on the Sort line can be sorted in either ascending ordescending order.

Note Remember that nested effects are based solely on the placementof items on the Sort line. If the item order is different than thecolumn order, the sort is still nested, but the visual impact is notas strong.

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Open the Sort line.

• Click the Sort line button on the Section Title bar. This button acts as a toggle to hide and show the Sort line when clicked.

To display more data rows, hide the Limit line.

In this exercise, you will sort your request by QUARTER in ascendingorder (the sort default) and then by STATE in descending order.

1 Click and drag the QUARTER column heading to the Sort line. 2 Click and drag the STATE column heading to the Sort line. 3 Double click on STATE in the Sort line. 4 Click on the Sort Now button in the Sort line. Note that there is now a downward-pointing triangle after STATE on theSort Line. This indicates that the sort is in descending order. QUARTERhas an upward-pointing triangle because it is an ascending sort.

In Figure T1-023, the number of sorts and limits in parentheses on theSection Title bar tells you how many items there are on each line. Thereare (0) after Limit and (2) after Sort.

Figure T1-023

Password Protect Document

If you are working on confidential data, you may want to protect thedocument with a password.

• File | Save Options | Password Protect Document… The dialog box in Figure T1-024 appears and you can set a password forthe document.

As with any password, make sure that you will remember it and that itcannot be guessed by others. For this tutorial you will make it an easyone.

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Note Passwords are case sensitive.

1 Type: “test” in both boxes. 2 Click OK.

Figure T1-024

Important If you forget your password, your document cannot beopened. Be sure to write down your password in a safearea.

Return to Query Section

Aggregation is a querying strategy which uses functions to summarizedata as it is retrieved from the database. The result is a more manageabledocument with fewer rows to analyze. Aggregation functions includesum, average, count, maximum, minimum, and weighted average.

Note that you have a number of “Rows” in your status line at the bottomof the BrioQuery workspace. You retrieved a row for every sale in yourdatabase. To summarize the data into groups, you need to aggregate thedata.

To return to the Query section

1 Click on the Section Navigator in the Section Title bar.A list of the sections available in this document appears.

2 Select Query.

Aggregate items in Request Line

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After selecting the item to aggregate on the Request line, there are twoways to get to the aggregation functions.

1 Query | Data Functions 2 Shortcut menu | Data Functions Now use the Sum Data Function on the UNITS and AMOUNT items onthe Request Line, using either of the above ways.

Note in Figure T1-025 that both UNITS and AMOUNT have SUM infront of them on the Request line.

Figure T1-025

Process your Query.

In the Results section in Figure T1-026, note that the status line changedto a smaller number of “Rows” instead of the previously displayednumber.

Note that you now have only one row of data displayed for each groupaggregated. You retrieved a row for every unique combination of theitems in your request line from the database. Each row in the Resultssection may be the sum of one or more individual sales records on theserver database.

Figure T1-026

Pivot Section

Pivots turn static tabular data into an interactive, flexible tabular reportthat you can quickly and intuitively arrange to show new datarelationships. Just as spreadsheets revolutionized accounting, Pivot givesyou intuitive power over your database.

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With BrioQuery’s flexible pivoting feature, you can easily reorient thedata to allow easy comparison of multiple dimensions of data. Pivotinglets you grab a Dimension tab and swing it around to a different axis.You can see your data in a new view. Since it is so easy to do, you can trythings “just to see what if?”

In the Pivot section, you can change labels from top labels to side labelsor reverse with a drag and swing action. Pivoting makes it easy toquickly rearrange your information and view it in different perspectives.You can also change the order of labels with drag and drop.

For example, a sales Pivot uses side labels for product type and toplabels for the years with sales numbers in the cells. If you add quarters tothe top labels, the number of cells are increased and yearly salesnumbers are further broken into quarters. Each addition to top or sidelabels breaks the sales numbers into finer information granularity.

You could change the years from a top label to a side label by pivoting it.Then look at your data from a different perspective.

In this section you will use two of the most powerful features inBrioQuery: Pivoting and Drill Anywhere.

You create a Pivot section directly from your Chart or from items in theResults section. All of the Chart section’s drill capabilities are available inthe Pivot section.

Insert New Pivot Section

You will create a new Pivot from within the Results Section. You useitems from the Results folder in the Catalog pane to build your Pivot.

1 Click on the Results button in the Section pane. 2 Insert | New Pivot

Examine Pivot Section Interface

Make sure the Section and Catalog panes and the Outliner are visible.Outliners are used in BrioQuery to build Pivot, Report, and Chartsections from your Results.

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Float and Dock the Outliner

Your Outliner can float. To move it, click on the far left side next to thelight gray vertical bar and drag it to where you want it. To dock it,double click the Outliner’s title bar.

Make sure your Outliner is docked for the rest of this tutorial.

Open the Outliner. The following command will hide it, if it is visible.

• Click the Outliner button on the Section Title bar When your screen looks like Figure T1-027, you are ready to build yourPivot section.

The Catalog pane shows a list of Results columns that are available fromyour Query section. On the Section Title bar, there are buttons for theSort line and Outliner. There is no number or parentheses for the Sortline button as there was in the Results section.

Terms:

• Top Labels are the column headings on the top of the Pivot.• Side Labels are the row headings on the side of the Pivot.• Facts are the numeric values in the body of the Pivot.• A Dimension tab corresponds to a Results column in the Catalog

pane.

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Figure T1-027

Build Pivot

To build a Pivot, you drag Results columns from the Catalog pane to theOutliner panes. Descriptive Results columns such as names, dates, items,places, and so on go into the Top or Side Label panes. Numeric Resultscolumns that will be the content of Facts go into the Facts pane.

You will create a Pivot with Facts, Side Labels, and Top Labels.

Note The Facts pane should contain only numeric Results columns.

Add a Fact to the Outliner

Place the UNITS Results column in the Results (Query) folder from theCatalog pane into the Outliner Facts pane to start building your Pivot.

Select UNITS and add it to the Facts pane in one of three ways.

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1 Click and drag UNITS to the Facts Outliner pane.2 Pivot | Add Selected Items | Fact3 Shortcut menu | Add to FactsIn Figure T1-028, you can see that you have the total number of units inthe dataset.

Figure T1-028

Add a Side Label to the Outliner

We need more information to distinguish the UNITS into the differentITEM_TYPES that were sold. Put the ITEM_TYPE Results column fromthe Catalog pane into the Side Labels pane of the Outliner.

• Select ITEM_TYPE and drag it to the Side Labels pane of Outliner.In Figure T1-029, the total number of units has been separated intounits for each ITEM_TYPE.

Figure T1-029

Add a Top Label to the Outliner

The next category to separate your data will be the years in which thesales occurred. Put the YEAR_NUMBER Results column from theCatalog pane into the Outliner’s Top Labels pane.

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• Add YEAR_NUMBER to the Top Labels pane of Outliner.In Figure T1-030, you can see that the units are now separated intoyears.

Figure T1-030

Change Column Size

Since you will be breaking years into quarters, now would be a goodtime to resize the Units columns. This allows more columns to fit on thescreen.

1 Select anywhere in one of the UNITS cells. 2 Format | Auto-Size Width

Figure T1-031

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Add Another Top Label to the Outliner

To see the quarterly breakout of yearly sales, you will add theQUARTER Results column in the Catalog pane to the Top Labels pane inOutliner.

• Add QUARTER to the Top Labels pane. Place it after YEAR.Note in Figure T1-032 that each year now has the quarterly unit salesinformation listed under it.

Figure T1-032

Add Another Fact to the Outliner

Place the AMOUNT Results column from the Catalog pane into theOutliner Facts pane. This increases the number of Fact cells.

Select the AMOUNT and add it to the Facts Outliner pane.

• Click and drag AMOUNT to the Facts pane in Outliner.In Figure T1-033, each of the categories has an Amount in addition tothe Units.

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Figure T1-033

Reorder Facts in the Outliner

If you want to see the facts in a different sequence, you can click anddrag them within the Outliner Facts pane into a new order at anytime.

Move Amount from the right of Units to the left of Units in the OutlinerFacts pane.

• Drag AMOUNT from the right to the left in the Outliner Facts pane. Note that Amounts and Units changed places in the Pivot. If yourcolumn widths need readjusting, resize them. See Figure T1-034.

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Figure T1-034

Remove a Fact from the Outliner

To make more room or to reduce the amount of data, you can removeFacts from the Fact Outliner pane at any time.

There are three ways to remove a Fact from the Outliner.

1 Select the item and press DELETE. 2 Select the item and use shortcut menu | Remove 3 Select the item and use Pivot | Remove Selected Items Now try this.

• Remove the AMOUNT Fact from the Outliner Fact pane by usingone of the above methods.

Note that your screen now looks as it did in Figure T1-032.

Note You can move labels between the Outliner Top Labels and SideLabels panes. However, you should not move numeric factsfrom the Facts pane to either Labels pane.

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Pivoting Labels

You can reorient your labels on-the-fly by pivoting the top and sidedimensions. Pivoting is frequently helpful for bringing data in onedimension together with data from other dimensions. By pivoting fromtop to side (or side to top), new relationships between data can bediscovered.

In Figure T1-035, note that each Top Label has a tab at its right end. SideLabels have a tab at the bottom. This tab is called a Dimension tab.

Change QUARTER from a top label to a side label orientation. See FigureT1-035 for a snapshot of the action.

• Click the Dimension tab at the end of the QUARTER label and dragit downwards and to the left in the Contents pane to swing it.Since QUARTER is a label, you are moving the label from the top tothe side.

Figure T1-035

QUARTER is now a Side Label as shown in Figure T1-036. You can see itlisted in the Outliner as a Side Label. Note also that all your Units datahave been rearranged to go with the reorientation of the labels from topto side. Any label can be reoriented at any time.

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Figure T1-036

Reorder the Side Labels

If you want to reorder the Side Labels, you also use pivoting.

To put the ITEM_TYPE label to the right of the QUARTER label, justdrag the ITEM_TYPE tab to the new place.

• Click the ITEM_TYPE tab at the bottom and drag it to the right of theQUARTER tab.

Note in Figure T1-037 that the data changed to reflect the new order. TheSide Labels pane in the Outliner also changed order.

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Figure T1-037

Focus on Items and Hide Items

You can selectively restrict the data that is displayed in the Pivot sectionby using the Focus and Hide features. Hidden data is removed from thedisplay, but not the Outliner. You can restore hidden data at any time.

Focus and Hide are useful when you are interested in a subset of thedata and you want to temporarily conceal distracting detail.

You will choose Q1 data to focus on.

1 Select Q1. 2 Pivot | Focus on Items

Note in Figure T1-038 that all other quarter data disappeared.

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Figure T1-038

Show All Items

You now want to see all your data again, so you show all items. Nothingneeds to be selected to do this.

• Pivot | Show All Items Your screen looks as it did in Figure T1-037 before you focused on Q1data.

Remove Label from Outliner

To create more room or reduce the amount of data, you can removeitems from any pane in the Outliner at any time. You will remove theSide Label Quarter from the Outliner.

• Select QUARTER in the Outliner | shortcut menu | Remove Note that your screen now looks like Figure T1-039.

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Figure T1-039

Add Totals

You can add a total for any column or row. Totals appear as anadditional row or column in the Pivot section.

Here you will add a total column for Years.

1 Select the Dimension tab at the end of the Year Top Labels. 2 Shortcut menu | Add Totals In Figure T1-040, you can see the new Total column. Note that there is arow for each Item Type in the Total column.

Figure T1-040

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Total Functions

The use of total functions is similar to data functions. The difference isthat data functions are applied to underlying values. Total functionsapply to either underlying values or surface values.

• Underlying values are the original numbers that were used in anoperation. It is the original data.

• Surface values are the results of previous operations.The two functions produce different results. For example, we have tworesults: 20 and 30. These are totals of original data (8 + 12 = 20 and 10 +20 = 30.)

• If we average the underlying values (the original data), then we get 8+ 12 + 10 + 20 = 50 / 4 = 12.5.

• If we average the surface values (the results of the first twooperations, 20 and 30), then we get 20 + 30 = 50 / 2 = 25.

Note that the underlying average resulted in 12.5 and that the surfaceaverage resulted in 25.

Important Be sure that you understand the underlying and surfaceaverages. These produce different results.

Apply the Data Function % of Column to the Total column.

1 To select the Total column, Alt+click on the word “Total” in theTotal column.

2 Shortcut menu | Data Functions | % of ColumnNote in Figure T1-041 that the values in the Total column changed topercents.

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Figure T1-041

To return to the Sum view of the data, you apply Data Function Sum.

1 Select the column by Alt+clicking on “% of Col”.2 Shortcut menu | Data Function | SumNote that the values changed back to numbers as they were in Figure T1-040.

Drill Anywhere

Drill Anywhere is a powerful feature that instantly provides detailedanalysis for selected labels. When you spot an label that interests you,such as a top selling product, you can drill down into that label to findout more about it. As you continue to drill down into your labels, thedata is revealed in more detail. Since the Drill Anywhere feature usesdata from the Results section, you can dig into your data as deeply asyour original Query section permits.

You can look further into the data underlying the item “Hard Drive.”

1 Click on “Hard Drive” and use shortcut menu | Drill Anywhere. 2 A list appears with all of the items on your Request line. 3 Choose STORE_TYPE. Underlying the item “Hard Drive” in Figure T1-042, you note that thestore type “Computer “ has the largest share. Note the drill bit icon nextto Item Type in the Side label pane of the Outliner. That icon remindsyou that you have drilled into that item.

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Figure T1-042

Drill Up

You can return to your original view of the data by drilling up.

1 Click anywhere in the Store Types. 2 Pivot | Drill Up Note that the Store Types under Hard Drive disappeared and all theItem Types reappeared. See Figure T1-040.

Build Sort Line

In the Pivot section, labels are sorted in ascending alphanumeric orderfor you. Sorting simplifies the process of data analysis by presenting it ina significant order. This is especially true in the Pivot section.

Open the Sort line, close the Section and Catalog panes. Then sort ItemType.

1 Click on the Sort line button in the Section Title bar. 2 Click on the “x” button in the Sections pane.

To see what Item Types are the ones with the highest total units sold,you will sort ITEM_TYPE by UNITS in Ascending order.

3 Click on one of the ITEM_TYPE labels.Note that the Sort line now has ITEM_TYPE in it. Your ITEM_TYPE

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labels are now sorted in Ascending order.

Do the following steps on the Sort line.

1 Select UNITS in the “by” Sort Type drop down. 2 Click on the “Z -> A” icon. In Figure T1-043, the Pivot is now sorted in Descending order so that theItem Type with the most sold Units is at the top of the Item Type group.To verify that, look at the Total column’s numbers.

Figure T1-043

Close the Sort line.

• Click on the Sort line button in the Section Title bar.

Remove Total

When you no longer need a total, it has to be carefully removed.Removing is not the reverse of adding it. You must select just the singledata label that says “Total” in the list of labels that you no longer wanttotaled. If you select the Dimension tab for that label, you remove thatentire dimension from the Pivot.

Remove the total for Year.

1 Select the “Total” label in the list of Year labels. 2 Pivot | Remove Selected Items Your screen should look like Figure T1-044.

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Important You must select just the single data label that says“Total” in the list of labels that you no longer wanttotaled. If you select the dimension tab for that label, youremove that entire top or side label from the Pivot.

Figure T1-044

Group and Ungroup Items

Group Items

Sometimes grouping data gives a clearer picture of the underlyingrelationships. In your dataset, the Labels for Mouse, Keyboard, andKeypad can be grouped together into one row as input devices. Thisgives a smaller dataset to analyze without ignoring that data.

Group Mouse, Key Board, and Key Pad together.

1 Select the “Mouse” label. 2 Ctrl+click the “Key Pad” label. 3 Ctrl+click the “Key Board” label. 4 Pivot | Group Items Now give the group a more descriptive name. Set the Label name to“Input Devices”.

1 Double click on the “*Mouse” label. 2 Type: Input Devices 3 Click OK.

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If your label names are partially hidden, resize the width of that column.Figure T1-045 shows the grouped items with their new label.

Figure T1-045

You now have a smaller number of rows for the Item Types and the datahas been aggregated.

Ungroup Items

Ungrouping is just as easy as grouping. You will ungroup the InputDevices.

1 Select the Input Devices label. 2 Pivot | Ungroup Items Note that the original Item Type labels were restored, in addition to thedata being broken back out to the previous form. Your data should looklike it did in Figure T1-044, before you grouped items.

Save Document

Save your document.

• File | Save (or use Ctrl+S)

Pivot2 Section

In this section you will insert another Pivot Section and then delete it.

Insert New Pivot Section

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• Insert | New Pivot Note that this Pivot Section is named Pivot2. Whenever you createanother section of the same type, the number is increased. You canalways rename a section with a more descriptive name.

Important If the renamed section was used in any script, the scriptneeds to be edited with the new name to continueworking.

If necessary, scroll down the Section pane list to see the new Pivot.

Figure T1-046

Delete Pivot2 Section

You can delete a section at any time. Be certain that you are in the sectionthat you want to delete. You can check to see what section you are in bylooking at the Section Title bar. It has the active section name.

Delete the Pivot2 section.

1 Be certain that you are in Pivot2 section. 2 Edit | Delete Section

A warning dialog box appears. 3 Click OK.

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Chart Section

The Chart section displays your data as charts. With visual displays, youcan see trends and proportional relationships in your data. You can usepie charts, line charts, bar charts, and so on.

Insert New Chart Section

Create a Chart section.

• Insert | New Chart

Rename Chart Section

To give your Chart section a more descriptive name than “Chart” or“Chart_2”, you can rename it.

Rename your Chart to “Item Type by Year bar chart.”

1 Edit | Rename Section… 2 Type: Item Type by Year bar chart 3 Click OK. There is your new name on the Section Title bar and in the Section pane,as you can see in Figure T1-047.

Note All sections can be renamed with descriptive names of yourchoice.

Important If a script refers to a section by name and you renamethe section, you will have to manually update the scriptwith the new name.

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Figure T1-047

Choose Chart Type

To see icons for the chart types, make sure that the Chart Section Toolbar is available.

• View | Toolbars | Section You can also choose a chart type from the Format menu.

Figure T1-048 shows the various kinds of charts.

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Figure T1-048

• Format | Chart Type Here you will create a Vertical Bar chart. Use either of the abovemethods to choose the Vertical Bar chart.

Build Chart

Use the Outliner to construct and change Charts. The Chart Outlinerfunctions are similar to those in Pivot Outliner.

To build the rest of the chart, both the Outliner and the Catalog panemust be visible so that you can select Results columns from the Results(Query) folder to drag into the Outliner.

You will choose the ITEM_TYPE, and AMOUNT items to drag into theOutliner.

1 Click and drag AMOUNT to the Facts pane in the Outliner. 2 Click and drag ITEM_TYPE to the X-Categories pane in the Outliner. To use more of the screen for your chart, hide the Chart Section Tool bar.

• View | Toolbars | Section The chart is created, as in Figure T1-049. You may have to scroll to seemore of the chart.

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Figure T1-049

Sort a Chart Axis

To see the relationships between bars more clearly, sort them onAMOUNT using the default SUM.

1 Click the Sort line button on the Section Title bar. 2 Choose by AMOUNT. The bars in the Figure T1-050 chart show the order of the Amounts.

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Figure T1-050

Add a Third Dimension

To see the Item Type sales by Year Number information, you can add athird dimension. Do this by adding the Results column to the Z-Categories pane in the Outliner.

Add YEAR_NUMBER to the Chart.

• Click and drag YEAR_NUMBER to the Z-Categories pane inOutliner.

To give yourself more viewing space, close the Chart Section toolbar, theOutliner, and the Section and Catalog panes. See Figure T1-051.

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Figure T1-051

Hide/Show Legend

In your bar chart, each segment is labeled and in a different color, so youdon’t really need a legend. You can turn off the legends.

• Chart | Properties…, or use shortcut menu | Properties… This gives you the options in the Chart Options dialog box, as you cansee in Figure T1-052. Since the chart contains data only for CA(California), re-label the chart as “CA only Item Type.”

1 Check off the Show legend box. 2 In the Title box, type: CA only Item Type 3 Click OK. You can turn the legend on again in the same way.

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Figure T1-052

This hides the legend, as in Figure T1-053.

Change Chart Size

You can change the size of the chart by clicking and dragging it.

1 Click in the margin around the chart’s plot area. 2 Grab one of the resize selection handles and resize the chart to the

new size within the plot area by dragging the handle. Your chart should be similar to the one in Figure T1-053.

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Figure T1-053

Report Section

Report Designer allows you to create great-looking reports. Your Reportsection can include any Chart and Pivot sections. Multiple Querysections in a single document allow you to create complex reports thatintegrate data from different data sources.

Report Designer’s layout tools let you easily create complex reports.With drag and drop, add your Pivot, Chart, fields, and graphics to aReport section. Each item is a individual component with modifiableproperties. Add logos, pictures, text, and backgrounds to round out yourreport’s look.

Report Designer has an intuitive toolkit to lay out your Report section invisual form. Built for production reporting, Report Designer’s flexiblepage sizing lets you zoom in for the detail work and then zoom out tosee a bird’s eye view of your layout result. You can work in inches,centimeters, or pixels and use snap-to and guide line tools to easily layout your components down to the pixels.

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Note If you have reports that were created in previous versions ofBrioQuery, the Detail reports will be opened and displayed inread-only mode. To modify a Detail report, convert it to the newReporter format. Select Detail | Convert to Report.The majority of Detail reports will convert without problem,however, some reports may not be converted correctly.

Report sections allow you to:

• Create grouped or free-form reports.• Combine data from multiple sources into a single report.• Display the report in page layout mode, with pagination, margins,

headers, and footers information.• Include computed fields, graphics, and images.• Embed Pivots, Charts, or Tables anywhere in the report.

Insert New Report Section

In this part of the tutorial, you will learn to build a grouped tabularreport and insert a Chart section.

Create a Report section.

• Insert | New Report

Note Unlike Pivot and Chart sections, Report sections are not attachedto a Result set.

Examine Report Section Interface

Figure T1-054 shows all of the parts in the Report section.

By default, the ruler measurements are in inches. Click the “in” (inches)button at the left of the ruler line to change to pixels, centimeters, orinches.

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On the Section Title bar, the following buttons show or hide varioustools.

• Sort line orders the contents of the different bands• Expression line allows the you to alter the report contents.• Groups Outliner breaks the report up into categories, such as Years

or Quarters.• Table Outliner puts facts and dimensions into the report bands.The Reporter’s Catalog pane has folders that can be expanded to seetheir content. You can use these to build the Report section.

• Query has all of the sections that are associated with a particularQuery section, including any Pivot or Chart sections. Pivots andCharts are dragged as entire objects to the Report Contents pane.Results and Table folders as whole objects cannot be dragged to theReport Contents pane. Individual Request and Table columns can bedragged to the Outliner.

• Graphics has Graphic items to add graphics and text to the report.• Fields has Report section fields that can be added to enhance the

Report Headers, Report Footers, Page Headers, and Page Footers.The Report section fields include Page Number, Query Limit, LastSaved, and Numbers of Pages.

The Report Section Tool bar has layout buttons:

• Align button aligns two or more selected objects either horizontallyor vertically. They are aligned to the same placement as the firstobject, either top, middle, bottom, left, right or center.

• Resize button changes the size of two or more selected objects. Theyare resized to the same size as the first object selected, either height,width, or both.

• Layer button moves a selected overlapping item to front, back,forward, or backward.

• Set Spring button sets a vertical offset between two objects.• Zoom button changes the magnification level of the viewed report

from 10% to 400%. The default zoom level for a new Report section isset to page width.

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Figure T1-054

Create Tabular Report

You will use some of the Results columns from the Catalog pane’sResults folder to build a tabular report.

Open the Catalog pane.

• Click the Show Section/Catalog button on the toolbar, orView | Section/Catalog

Insert Results columns in Report Table Outliner

Building the tabular report is easily done by dragging Results columnsinto the Table Outliner’s Dimensions and Facts panes.

Open the Table Outliner.

• Click the Table button in the Section Title bar. Open the Catalog pane’s Query and Results folders.

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1 Double click the Query folder. 2 Click the “+” in front of the Results folder.

Figure T1-055

Now drag the following items to the Table Outliner.

1 Click and drag ITEM_TYPE into the Table Dimensions pane. 2 Click and drag ITEM_NAME into the Table Dimensions pane. 3 Click and drag AMOUNT into the Table Facts pane. 4 Click and drag UNITS into the Table Facts pane. Your report should look like Figure T1-056. The report table displays allof the combinations of items placed in the Table Dimensions pane of theOutliner.

Results columns added to the Table Facts pane are automaticallysummed and the totals are displayed in the tabular report at the bottomof the report table column. As you did in the Pivot section, you maychoose a different Data Function than Sum. Here you will leave it asSum.

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Figure T1-056

Move a Table in Report

Tables can be moved around in the Report with click and drag action.

Move the Table to the center of the Report.

• Click anywhere inside of the Table and drag so that it is in the centerof the Report.

Figure T1-057

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Format Report Table

To make the Table more presentable, you will format the columns.

Format a Table Fact

You can add currency symbols to the Amount column. You can alsoremove the total at the bottom of the report table.

Set the Amount column to display currency.

1 Select the AMOUNT column. 2 Shortcut menu | Number… 3 Choose the category: “Currency.” 4 Choose “$#,##0;($#,##0)” (second from the top.) 5 Click OK. Turn off the Column Totals for the Amount column.

1 Select the AMOUNT column. 2 Shortcut menu | Show Column Total The Amount column no longer has a total at the end. If necessary, scrolldown. See Figure T1-058.

Figure T1-058

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Format a Table Dimensions Column

To make the Table Dimensions columns more readable, you cansuppress duplicate values in the Item Type column and widen the ItemName column.

Suppress the duplicate labels in the Item Type column.

1 Select the ITEM_TYPE column. 2 Shortcut menu | Suppress Duplicates Widen the Item Name column to display the longest name.

1 Select the ITEM_NAME column. 2 Double click the column divider on the right-hand side. Figure T1-059 shows the result.

Figure T1-059

Sort Report Table

The data in your table is currently sorted by Item Type. You can sort itby the Amount column in Descending order.

Display your Sort line to display the Table sort.

1 Click the Sort line button on the Section Title bar.

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2 Click anywhere in the table.This will show you the columns by which the table is currentlysorted.

Sort the Amount column in descending order.

1 Select the AMOUNT column. 2 Click the Sort Descending button on the Standard toolbar, or

use shortcut menu | Sort Descending Note that the Item Types and Item Names have been reorganizedaccording to the values in the Amount column.

Figure T1-060 shows Amount (D) in the Sort line. The D stands forDescending.

Figure T1-060

Hide your Sort line.

• Click the Sort line button on the Section Title bar.

Create Report Groups

Groups define the way data is categorized in a Report section. When youdesignate an Results column to serve as a Report Group, you areinstructing BrioQuery to organize data in repeating collections of recordsaccording to those Report Groups.

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To set up Report groups, the Group Outliner must be visible. Open theGroup Outliner.

• Click the Groups button in the Section Title bar. Scroll to the top of the report and zoom it to Page Width.

• View | Zoom | Fit Page Width

Add Report Group 1

You will add the Year Number as your first Group, so that the reportbreaks the table into separate year tables.

Add Year Number to the Report Group 1.

• Click and drag YEAR_NUMBER from the Catalog pane to ReportGroup 1 in the Group pane.

Year is now in the upper left side of the report. See Figure T1-061. Scrolldown to see the rest of the years. Note that the previously single tablehas now been divided into a table for each year.

Figure T1-061

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Add Report Group 2

To break the date down further, add Quarter as your second Group.

1 Click and drag Quarter from the Catalog pane to Report Group 2 inthe Group pane.

2 Click on the Close button on the Sections pane. You now can see the quarter under the year in the upper left side of thereport, as in Figure T1-062. Scroll down in the report to view the quarterswithin each year. Note that the previous three tables have been furtherdivided into a table for each quarter within each year.

Figure T1-062

Modify Group Header

It is easy to change the contents of the Group Headers. You can addtotals, titles, and graphics.

Add Total Fields to a Group Header

Add a total for Units and Amount to the Year Number band.

• Click in the white space of the report body.

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The gray line appears that separates the Report Group 1 Header bandfrom the report body.

1 Select UNITS from the Results Folder in the Catalog pane. 2 Drag it to the right of “1997” in the Report Group 1 Header band. 3 Select the Amount column in the report table. 4 Drag it up into the Report Group 1 Header band. In the Report Group 1 Header band, resize each of the Totals and placethem above their respective columns.

Your Report Group 1 Header band should resemble Figure T1-063.

Figure T1-063

Format Total Fields in Group Header

You will change the font size, and style on the Total Amount field.

Change the font size, and style on the Total Amount field.

1 Select the Total AMOUNT field in the Report Group 1 Header band. 2 Shortcut menu | Properties… | Font tab 3 Choose “Bold Italic” as the Style. 4 Choose “14” as the Size. 5 Click OK.

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Align the Fields in the Group Header

It would look better to align the items Year, and Total Amount in theReport Group 1 Header band.

1 Select the Year. 2 Ctrl+click the rest of the fields in the Group 1 Header band. 3 Format | Align | Middle Figure T1-064 shows the results of aligning the Group 1 Header.

Figure T1-064

Sort Reports by Groups

You want to see the report sorted by Year by Total Amount.

Open the Sort line.

• Click the Sort line button on the Section Title bar. Sort the Year Number Group in ascending order.

1 Click in the (Year Number) Group 1 Header band to select it. 2 Drag the Amount Total Field into the Sort line from the Group 1

Header band. This sorts the report in ascending order.

To sort it in descending order:

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1 Click in the (Year Number) Group 1 Header band to reselect it. 2 Select Amount in the Sort line. 3 Click the Sort Descending button on the Standard toolbar.

Close the Sort line. 4 Click the Sort line button on the Section Title bar. The year with the highest total amount is at the top of the report inFigure T1-065.

Figure T1-065

Insert Page Header

Page Headers are printed on every page of the report. You can add adepartment title, the file path and name, page numbers, or dates. In thiscase, you will add title and page X of Y to the header.

1 Report | Headers and Footers | Page Header 2 Click in the Page Header band.

The Page Header band appears. You will insert a Text Label graphic to title your report “Sales Report.”

1 Report | Insert Graphic |Text Label 2 Draw a text label graphic in the Page Header band. 3 Select the Text Label graphic in the Page Header band. 4 Type: Sales Report 5 Click outside of it somewhere in the Page Header band.

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Now you will put in a page X of Y field and remove the page 1 field.Finally, you will move the two text labels in the Page Header to thecenter of the header.

1 Click in the Page Header band again to select it. 2 Drag and drop the “Page X of Y” field from the Fields Folder into the

Page Header band in the center. 3 Click the Show Section/Catalog button on the Standard toolbar to

hide it. 4 Select the “page 1” field in the Content pane. 5 Press DELETE to remove it. 6 Click and drag the title text label graphic to the middle of the page

header. 7 Click and drag the page of field to just below the Title. Your report’s page header should be similar to the one in Figure T1-066.

Figure T1-066

Rename Report Section

You can rename your Report section so that it has a more descriptivename than “Report” or “Report2.” You don’t need to keep the word“Report” in the name. All Report sections have a distinctive icon in frontof their name in the Section pane so that you can recognize that it is aReport section.

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Note All sections can be renamed with descriptive names of yourchoice.

Important If a script refers to a section by name and you renamethe section, you will have to manually update the scriptwith the new name.

You must first select the section that you want to rename.

You will rename your Report section to “Yr & Qtr for Item Types &Names.”

1 Select the Report section, if it is not the active section. 2 Edit | Rename Section… 3 Type: Yr & Qtr for Item Types & Names 4 Click OK. The new name is now listed in the Section Title bar and in the Sectionpane. See Figure T1-067.

Figure T1-067

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Insert Smart Chart

Smart reporting enables you to insert Charts and/or Pivots into the bodyof your report. Those inserted Charts or Pivots show only the data that isrelevant to the report part they are place in. If your report has no groupcategories, the inserted Chart or Pivot is for all of the data in the report,and is the same as it is in its separate section. However, if the report isgrouped by year, as yours is, and you insert a Chart in the report body,the Chart replicates itself automatically, so there is a Chart for each yearof data in the report. Each year’s Chart will only contain data for thatparticular year.

This is also true for more group categories. Your report has a secondgroup level for quarter. The Charts will divide the underlying data sothey only contain that specific quarter’s data for that particular year.

All of the above work the same for both inserted Charts and insertedPivots.

In your Report section you will insert a Chart to show graphically theItem Type’s break out for each quarter within each year. You will use theChart “Item Type by Year bar chart” in the Catalog pane and insert itbelow the columns.

If the folder for Query is closed, open it.

1 Click on the “+” sign next to the Query folder.2 Click and Drag the icon for “Item Type by Year bar chart” to just

below the Table in the Report Body. Allow some white spacebetween them.

3 Select both the Chart and the columns.4 Click the Set Spring button on the Section Toolbar.

Note that as you scroll down in your report that there is a Chart for eachquarter within year and that the data is only for that time period. Also,note that each Chart is the same distance from the bottom of thecolumns. Setting the spring causes that distance to remain the same foreach group’s columns and Chart.

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Finish

Save Document

Save your document.

• File | Save

Print Report

Print your report to see how it looks on paper.

• File | Print…

Note It’s always a good idea to save your document before you print.

Exit BrioQuery

You have finished all the steps in Tutorial 1. You can exit BrioQuery.

• File | Exit

Note Updates, changes, and new material are available atwww.brio.com/documentation

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Tutorial 2: Create an OLAP Query

OLAP

The information in an OLAP database is stored in cubes. Cubes containdimensions and measures. Cubes are built to hold aggregated data,which anticipate how users think about business models. Cubes deliverthis information efficiently and quickly. A cube may have dozens ofdimensions.

Tutorial 2 Overview

You will create a connection file to the sample OLE DB for OLAP cubesupplied with BrioQuery. Then you will learn how to build the OLAPQuery, manipulate it, process it, and chart it. You will finally downloadthe OLAP Query to Results, so that you can continue to work with thedataset offline. After creating the connection file, any major differencesfor Essbase or MetaCube will be mentioned in the applicable tutorialtopic.

Objectives

• Create a connection file• Create an OLAP Query• Process the OLAP Query• Chart the OLAP Query• Download to OLAP Results

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Start

Launch BrioQuery

• Launch BrioQuery

Connect by Creating a Connection File

Whenever you connect to a database, BrioQuery uses a connection file.Connection files contain the information to log on to a specific database.This includes connection parameters such as the connection software, thedatabase software, the address of your database server, and yourdatabase user name.

For this tutorial, you will use Microsoft’s OLE DB for OLAP databasesoftware and the BrioQuery Connection Wizard to create a connectionfile. You have the data cube “pcw.cub” in the BrioQuery Samples folder.

In the BrioQuery dialog box in Figure T2-001,

1 Select the “A New Database Connection File” radio button. 2 Click OK.

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Figure T2-001

The Connection Wizard dialog box in Figure T2-002 appears.

1 Select OLE DB as the connection software. 2 Select OLE DB as the database software. You have to scroll down to

see it. 3 Click Next>

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Figure T2-002

The next screen in Figure T2-003 asks for the OLE DB Provider.

1 Select Microsoft OLE DB Provider for OLAP Services. 2 Click Next>

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Figure T2-003

The next screen in Figure T2-004 allows you to choose the source of thedata. In this case, you have been supplied with a cube as part of theBrioQuery installation. That is what you will use.

1 Select the “Cube File” radio button.

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Figure T2-004

When you chose the “Cube File” radio button, a button appears at theend of the file path box, as in Figure T2-005.

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Figure T2-005

1 Click the button to the right of the text entry field.A file selector box opens. It should display “Pcw.cub” as in FigureT2-006. This cube file is in your OLAP sample database.

2 Search for the “Pcw.cub” file in the Samples folder of yourBrioQuery installation.

3 Select it and click Open.

Figure T2-006

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In Figure T2-007 you will see the “Pcw.cub” file and its path in the Filetext field. Your path may be different.

Figure T2-007

1 Click Finish.The screen changes to Figure T2-008, Connect to the data source.

2 Click Next>

Note Your path may differ.

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Figure T2-008

In the dialog box, Figure T2-009, you are told that the connection file youcreated will be saved with an extension of “.oce” in the folder youspecify.

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Figure T2-009

• Click Finish.In Figure T2-010, you are asked if you want to save your OCE.

Figure T2-010

1 Click Yes.The Save Open Catalog dialog box appears. Name the oce file“tutorial_olap”.

2 Type: tutorial_olap 3 Click Save.

BrioQuery’s OLAP Query screen in Figure T2-011 is now available toyou.

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Examine OLAP Query Interface

Figure T2-011

Note Your view may differ.

New OLAP Database Interface

To match your screen with Figure T2-012, you may need to open theCatalog pane and expand the Measures folder in it.

Open the Catalog pane, if it is hidden.

1 View | Section/Catalog The Measures folder needs to be open to view its contents.

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1 Click the “+” to the left of the Measures folder. If one of the lower panes (Slicer or Outliner) is undocked and floating,then double click its title bar to dock it. You will have the sameinformation showing as in Figure T2-012.

OLAP Terms

The data in OLAP databases is stored in cubes. Cubes are made up ofdimensions and measures. This database cube has four dimensions. Acube may have dozens of dimensions.

Table T2-1 OLAP Terms.

Item Description

Dimensions Categories of information are called dimensions. Inthe Figure T2-012 Catalog pane, the dimensions areLocation, Products, Stores, and Time.

Measures Measures are the numeric values in a databasecube that are available for analysis. The measuresin Figure T2-012 are UNITS and AMOUNT.

Members Members are the content values for a dimension. Inthe location dimension, they may be Palo Alto,Japan, Paris, 4031 Park Ave., Tokyo, USA, France,Rome, and so on. They all are values for location.

Levels Levels are a grouping of similar types of members.Using the members listed in the membersdefinition, there would be a Country levelcontaining Japan, USA, and France. A City levelwould contain the members, Palo Alto, Paris, andTokyo. The Address level would hold 35 Main St.

Hierarchies A hierarchy organizes a dimension’s levels andcorresponding members into parent and childrelationships. For the levels mentioned above, thehierarchy has Country as the parent of the childCity and City as the parent of the child Address.

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Figure T2-012

The Time dimension folder needs to be expanded to view several levelsof its contents.

To view all of the levels, make the Catalog pane larger, or simply scroll.

1 Move your cursor to the bar dividing the Section and Catalog panes. 2 When it becomes a double-headed arrow, click and drag the bar up

until only the OLAP Query button is showing in the Section pane. Now you can expand the Time dimension folder.

1 Click the “+” to the left of the Time folder. 2 Click the “+” to the left of the Values for Time folder. 3 Click the “+” to the left of the 1996 folder. 4 Click the “+” to the left of the Q1 folder. 5 Click the “+” to the left of the Feb folder. This opens each of the folders.

To be able to view some of the Delivery Dates in Feb, you may need tomake the Catalog pane wider.

Hierarchies and Levels in Time

The time dimension is divided into Year, then into Quarter, then intoMonth, then into Order Date. Each of these is a level. You move up anddown between levels in the hierarchy to see greater or less detail. When

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you opened the Feb dimension, you went down to the smallest level ofdetail in this database cube’s time dimension. Database detail is alsocalled granularity.

Figure T2-013

To give yourself more room, you need to close the Values for Timefolder.

• Click the “-” to the left of the Values for Time folder. Resize the Catalog pane to a smaller size.

Build Outliner

To build an OLAP Query, you drag items from the Catalog section paneto the Outliner panes. Only levels can be dragged into the measures panein Outliner. Only dimensions or members of dimensions can be put intothe Top or Side Labels.

Outliner

Use the Outliner in BrioQuery to build the OLAP Query.

Open the Outliner.

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• Click the Outliner button on the Section Title bar. In Figure T2-014, the Outliner is shown at the bottom of the Contentpane.

Figure T2-014

Add Measures to Outliner

You will place the UNITS measure into the Outliner Measures pane tostart building your query. Filling in the Outliner in OLAP Query is likebuilding the Request line in Query, which is for relational databases.

In your Catalog pane, open the Measures and Product folders, if they arenot open.

• Click on the “+” in front of the Measures folder, orDouble click on the Measures folder itself.

Once the folder is open, select the UNITS measure and add it to theMeasures Outliner pane in one of two ways and then process therequest.

1 Click and drag UNITS to the Measures Outliner pane, orUse OLAP | Add Fact/MeasureIt looks as if nothing happened. Process your query to see results.

2 Click the Process button on the Standard toolbar. In Figure T2-015, you can see that you have the total number of units inthe dataset.

Note Only measures can be dragged to the measures pane in theOLAP Query Outliner.

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Figure T2-015

Add Side Labels to Outliner

More information is needed to break down the UNITS into the differentITEM_TYPES. Put ITEM_TYPE from the Products folder into the SideLabels pane of the Outliner.

1 In your Catalog pane, expand the Products folder. 2 Drag ITEM_TYPE (All) to the Side Labels pane of Outliner.

Again the query needs to be processed to see some data. 3 Click the Process button on the Standard toolbar. In Figure T2-016, the total number of units is broken out intoITEM_TYPE.

Note Only dimensions or members of dimensions can be put into theTop or Side Labels.

Figure T2-016

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Hardwire Mode

As you subdivide your data into more detail, it would be helpful for theprocessing to occur automatically. This is called Hardwire mode. It ismore convenient than clicking on the Process button each time you makea change to the Outliner. However, you must wait for every query toprocess whenever you put something in or take something out of theOutliner. The sample cube is small. If you are working with a large datacube, you may wait a while for each change to process.

Turn on Hardwire mode.

• OLAP | Hardwire Mode.

Continue to Build Outliner

Add Top Labels to Outliner

The next categories you want to divide your data into are the years thatthe sales occurred. You will put the YEAR from the Time folder into theTop Labels pane of the Outliner.

1 In your Catalog pane, expand the Time folder. 2 Drag YEAR (All) dimension to the Top Labels pane of Outliner. Note that your display updated itself (Figure T2-017) without having toclick on the Process button. Hardwire mode caused BrioQuery to processyour request change automatically.

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Figure T2-017

Change Column Size

Since you will be breaking the years into quarters, now would be a goodtime to resize the units columns. This will allow more columns to fit onthe screen at one time.

1 Click anywhere in one of the UNITS columns. 2 Format | Auto-Size Width

Figure T2-018

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Add More Top Labels

To see the quarterly breakout of yearly sales, you will add theQUARTER Time dimension to the Top Labels.

• Click and Drag QUARTER (All) from the Time folder to the TopLabels pane, next to YEAR.

Note in Figure T2-019 that each year has the quarterly unit sales listedunder it.

Figure T2-019

Move Labels in Outliner

Labels can be moved from a Side to a Top label and vice versa. You willmove the Time dimensions, Year and Quarter, from Top labels to Sidelabels.

Move From Top to Side Labels in the Outliner

Move Year and Quarter from the Top to the Side label pane in Outliner.

• Drag YEAR from the Top Labels pane of Outliner to the Side Labelspane.

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Note that the Quarter labels moved with it. Two or more levels of adimension in the Outliner have to remain together in the same label,either Top or Side. Dimension levels cannot be split between Side andTop labels. See Figure T2-020. Labels stay in their hierarchical order. Inother words, Quarter cannot be in front of Year.

Note The hierarchical structure of the data cannot be broken up orswitched around. Two or more levels of a dimension in theOutliner remain together in the same label, either Top or Side.Dimension levels cannot be split between Side and Top labels.Labels also stay in their hierarchical order. Dimensionhierarchies cannot be split by other dimensions’ levels.

Figure T2-020

Reorder the Side Labels in the Outliner

Try to move Item Type to between Year and Quarter in the Side Labelpane in Outliner.

• Drag ITEM_TYPE and try to place it between YEAR and Quarter.Note that the ITEM_TYPE moved to the right of Quarter. Two ormore levels of the same dimension in the Outliner will remain

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together in the same label. Dimension hierarchies cannot be split byother dimensions. See Figure T2-021.

Figure T2-021

Move From Side to Top Labels in the Outliner

You will return Year and quarter from the Side to the Top label pane inOutliner.

• Drag YEAR from the Side Labels pane of Outliner to the Top Labelspane.

Again, note that the Quarter labels moved with it. Your screen shouldlook the way it looked before changing around the top and side labels.See Figure T2-019.

Drill Down

Drill Down is a powerful feature that instantly provides detailed analysisfor selected data members. When you spot a specific member thatinterests you, such as a top selling product, you can drill down into thatlevel member to see more detailed data. You can progressively drilldown into your hierarchy to reveal the granular data. The Drill Downfeature retrieves data from the database according to the hierarchylevels.

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You drill down into a specific label by either of the following three ways.

1 Double click on the Label. 2 Select the Label and use shortcut menu | Drill Down 3 Select the Label and use OLAP | Drill Down Every time you drill down into a label in a dimension row or column,you see only the data for that level member. When you choose theSelection tab for that level, you show all the members of that level.

You will choose a specific level member first, then the entire Selectiontab. You cannot drill down on measures.

Look further into the data underlying the label item “Hard Drive” bydrilling down.

• Double click on “Hard Drive”. Underlying the item “Hard Drive” in Figure T2-022, you have Externaland Internal. Note that the only member of the ITEM_TYPE levelshowing is the Hard Drive. In addition, note the drill bit icon next to thedrilled level in the Outliner.

Figure T2-022

If you wanted to see all the members of the next level down from theInternal/External level, you must select the Selection tab below the list in

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the Content pane to double click on. This time you will drill down to seeall the members of the underlying data for the OS level.

1 To drill down into External hard disks, double click the Externalhard disk label.

2 To drill down into Internal hard disks, double click the Internal harddisk label.

3 To drill down into both External and Internal hard disks, doubleclick the Selection tab.

Note in Figure T2-023, that all three OS members are shown. If youwanted, you could drill down another level to the most granular level ofthe product dimension, ITEM_NAME.

You can also select one or more specific members to drill down into.

Figure T2-023

Drill Up

You return to your original view of the data by drilling up one level at atime. You could drill up to your original level immediately by drilling upon Hard Drive. In this tutorial, you will do it in stages.

To Drill Up, you simply select the level to drill up to. Then choose one ofthe three following methods.

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1 Double click on the level. 2 Shortcut menu | Drill Up 3 OLAP | Drill Up Note that all the OS level members disappear.

Do the same for the Internal External level, using one of the three abovemethods.

You are now back to the way the OLAP Query looked before you drilleddown. See Figure T2-019.

Slicer

Slicer is an axis that filters the data.

Only individual members can be used in Slicer. The values for adimension are stored in the Values folder within the dimension’s folder.A Slicer can contain only one member from a dimension.

Slicer can be thought of as a third axis in a OLAP Query. The other axisare the Side Labels and the Top Labels. Every dimension folder containsa members subfolder named “Values for…” that dimension. Thissubfolder contains the members that are eligible for the Slicer.

Your query may display the dimension Products. The Slicer lets you slicethe data into a store subset, such as computer stores, discount stores, orelectronics stores, and then present a new query for that subset.

A query may have multiple members in the Slicer, each from a differentdimension.

Note No dimension can be represented on more than one axis at anytime. Therefore, if a dimension is represented on a Top or a SideLabel, that dimension cannot have any member in the Slicer.

In this tutorial you will use the Store dimension in the Slicer. You wantto see the query for just Computer stores.

Open the Slicer and add the Computer value from the Store dimension.

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1 Click on the Slicer button on the Section Title bar to show the Slicerpane.

2 In the Catalog pane, expand the Store dimension. 3 Expand the Values for Store folder. 4 Click the “Computer” value and drag it to the Slicer pane. Note in Figure T2-024 that your query results changed. All values arenow for the “Computer” stores only.

Figure T2-024

Removing a Slicer member is done in either of the following ways:

1 Select the item in the Slicer pane and press DELETE. 2 Select the item in the Slicer pane and use shortcut menu | Remove Remove the item from the Slicer pane using one of the above methods.

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Figure T2-025

Close the Slicer pane, by clicking on the Slicer button on the Section Titlebar.

Create Filters

Filters can include or exclude data by specific criteria. Filters can be seton any level in a dimension. Filters are added to one of the labels in theOutliner. Filters can be made of members of one of the dimensions orselected by a measure. In a filter, there can be multiple data operators ondifferent items. There are other filter operator types in OLE DB forOLAP. In addition, Essbase and MetaCube have their own operatortypes.

In Essbase and MetaCube, filters can be done on measures. In OLE DBfor OLAP, filters cannot be placed on measures

Note You cannot be in a drilled down state on a dimension and setfilters.

In ITEM_TYPE in the Product dimension, there are seven members: CD-ROM, Hard Drives, Key Boards, and so on. With filters, we can find thethree least-sold products and study their data.

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Create a filter for the bottom three Units Item Types.

1 Select ITEM_TYPE in the Outliner Top Label pane. 2 Shortcut menu | Filter

The dialog box in Figure T2-026 appears. 3 In the “Operator Type” drop down, choose “Bottom N”.

Figure T2-026

Note that the dialog box immediately changed to the one in Figure T2-027.

1 In the “Index” box, type: 3 2 In the “Measure” drop down menu, choose “Units”. 3 Click Add.

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Figure T2-027

Note in the Applied Filters scroll box, you now have “Bottom 3(Units)”as in Figure T2-028.

• Click OK.

Figure T2-028

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You now see only the bottom three Item Type members, Key Pad,Speakers, and Key Board. This makes it easier to focus your attention onthese three items. Note in the Top Label pane of the Outliner that there isa small funnel next to ITEM_TYPE. This gives you a visual cue that thereis a filter on that dimension level. See Figure T2-029.

Note You cannot set filters if you are in a drilled down state on adimension.

Figure T2-029

Filter Operators

Filter operators depend upon the underlying OLAP database. Differentdatabases allow different types of filter operators. Since BrioQuery usesthe underlying cube filter operators, the specific operators available toyou are the ones for your database. The filters used in this tutorial areavailable in Microsoft OLAP Services OLE DB for OLAP. In Essbase andMetaCube the filter operators are different.

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Remove Filters

A filter can be removed as easily as it was placed.

1 Double click ITEM_TYPE in the Outliner Top label pane, orshortcut menu | FilterThe dialog box in Figure T2-030 appears.

2 In the “Applied Filters” drop down, select “Bottom 3 (Units)”.

Figure T2-030

3 Click Remove. 4 Click OK. Note in the Outliner pane, Item Type no longer has a funnel icon next toit, as it had in Figure T2-029.

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Figure T2-031

Add Computed Item

Computed Items allow you to create columns of information not storedin the cube itself. For example, Units and Amount measures are storedon the Sales cube, but Revenue is not. A Computed Item for Revenue(Units multiplied by Amount) can be added to the OLAP Query. TheRevenue will be calculated for each cell retrieved.

In BrioQuery 6.0, computed item expressions are written in MDX. Just asSQL is the language of relational databases, MDX is the language ofmany OLAP databases.

Computed items are not available for Essbase and MetaCube databases.Computed items are also not available for some OLE DB for OLAPproviders.

You want to see Revenue, which is calculated by multiplying Amountwith Units. You can add a Computed Item to calculate that.

• In any of the measure cells, use the shortcut menu | Add ComputedItem…

The Computed Item dialog box in Figure T2-032 appears. You will buildthe definition box piece by piece.

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Figure T2-032

1 Select the text in the “Name:” box. 2 Type: Revenue 3 Click on AMOUNT in the “Measures:” box. 4 Click on the Insert button. 5 Click on the “*” button for multiplication. 6 Double click on UNITS.

In the above steps, you built the definition, as seen in Figure T2-033,for the Computed Item, Revenue.

7 Click OK.

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Figure T2-033

You have added a Computed Item column in the OLAP Query section.Your Revenue column may be too narrow for some of the numbers.Resize the Revenue column.

You now have Units and Revenue for all three years on the database byquarter for each Item Type. See Figure T2-034. Note also that theComputed Item, Revenue, is in the Measures pane of the Outliner.

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Figure T2-034

Turn Off Database Totals

You may prefer to see this OLAP Query without the Database Totals.This option is a toggle switch, so it is very easy to turn it back on again atany time, in the same way.

Turn off Database Totals.

• OLAP | Database Totals See Figure T2-035. When the Database Totals are turned on, they becomerows in the Results set and in Chart, they are plotted as regular data.When they are turned off, as they are now, the Results and Chartsections are the same as for a non-OLAP Query.

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Figure T2-035

It would be easier to see yearly trends if the quarterly data was no longershowing. You will remove it from the Outliner.

Remove Quarter from the Outliner. In Figure T2-036 you only see yearsas a top dimension.

Figure T2-036

Show as Chart

You can show your OLAP Query as a Chart. However, the Chart sectionis static, so there is no drill down available in the Chart. Show as Chartalso creates a results set. You may also wish to turn off the DatabaseTotals, if you have them on. If you do not, the Totals are treated as datato plot and the Chart section may be adversely affected by them.

• OLAP | Database Totals

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Show your OLAP Query as a Chart section.

• OLAP | Show As Chart Figure T2-037 was created by this command.

Figure T2-037

To return to the previous screen, the OLAP Query,

• Select OLAP Query in the Section Title bar, or click OLAP Query inthe Sections pane.

Offline Access OLAP Data

The OLAP Query dataset can be downloaded to Results and saved withthe BrioQuery document. This allows you to do further analysis of yourquery without a Server connection. It also allows you to manipulate theOLAP Results data in other BrioQuery sections, such as Chart, Pivot, andReport. You can always return to the OLAP Query section and modifyyour query whenever you are connected to the database. Those changesshow up in the OLAP Results section.

While in the OLAP Query section, download to Results section.

• OLAP | Download to Results By default, the OLAP Results set is saved with the BrioQuery document.This will enable you to insert new Pivot, Chart, or Report sections withthe saved OLAP Results set when you are offline processing.

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Finish

Save this document under the name “lesson2”.

1 File | Save As… 2 Type: lesson2 3 Click Save.

Exit BrioQuery

Having completed all the steps and saved your work, you are now readyto exit.

• File | Exit This completes the tutorial on creating OLAP Queries using an OLAPdatabase. You created a connection file, then you built an OLAP Querysection. After modifying the query, you created a Chart section and thendownloaded to an OLAP Results section.

With the downloaded OLAP Results set, you can make use of many ofthe features in Pivot, Chart, Report, or EIS sections that are covered inthe other tutorials.

Rules for OLAP Query

BrioQuery helps you to remember the following OLAP rules. BrioQuerywill not allow you to violate these rules.

• Levels in the same hierarchy cannot be in Side and Top Labels at thesame time. Dimension hierarchies move as a complete unit.

• Levels in the same hierarchy cannot be split by any otherdimensions’ levels. Dimensions in a Label stay together as one unit.

• A Dimension cannot be represented in a Top or Side Label and theSlicer at the same time.

• Levels within a Dimension must be viewed in the same sequence asthe hierarchy of the dimension.

• You cannot pivot in the OLAP Query section by using the labelhandles. “Pivoting” can be done with the Outliner panes.

• You cannot be in a drilled-down state on a dimension and set filtersat the same time.

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BrioQuery EIS

EIS sections provide a “dashboard” with pre-built Query and analysissections. EIS sections can be set up by advanced users for others whoneed information. They can work within an EIS section and find a pre-designed interface to data without having to build queries.

Advanced users have a powerful toolbox to build customizedapplication interfaces. BrioQuery provides pre-built blocks, such asprogrammable buttons and selection boxes, so that you can quicklycreate a polished application. In the same way that Report Designer’stools let you build management-level reports, EIS gives you the tools toassemble data interfaces for your users. Industry standard JavaScript, isthe scripting language for EIS sections.

Objectives

• Understand the different EIS modes• Use EIS Controls• Use EIS Graphics• Use embedded sections• Modify component properties• Attach scripts

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Tutorial Overview

You will enhance a partially built EIS section to get a basicunderstanding of what is involved in designing an EIS section.Beginning with the layout of EIS components—controls, graphics, andembedded sections—you will experience the ease of making your sectionvisually appealing. By attaching scripts to various EIS components, youwill determine the behavior of your section. And finally, you will modifycomponent properties to alter the behavior and appearance of thevarious EIS components.

This EIS section can be used as a starting point for the ones you designafter completing this tutorial. The following are some reasons an EISsection would be useful.

• Simple executive summary• Controlled access to data and reports• Distribute BrioQuery documents to non-technical users

Start

Launch BrioQuery from bqy Document

• Launch BrioQuery by double clicking on the document icon,“tutorial_3.bqy”

This opens the query document but does not connect to the database.Since you are not going to refresh your data from the server, there is noneed to Logon.

Save Under Different Name

Since you may want to keep the original BrioQuery documentunchanged, save this one under a different name. This will enable you togo through this tutorial as many times as you want using the pre-builtEIS section in “tutorial_3.qry”.

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Save this document under the name “lesson3”.

• Use File | Save As… and save the file as lesson3.

EIS Modes

EIS Run Mode

You will run the partially pre-built EIS section.

Change to Run mode.

• Choose EIS and deselect Design mode. Click the BrioQuery Logo image in the upper left of the EIS area to givemore screen space to the EIS area itself. The script attached to that logohides or shows the toolbars, status bar, and the Section and Catalogpanes. The script is activated by clicking the logo. Try the Drop Downcontrol to limit the display of information for one quarter or all quarters.

Try out the actions listed in Table T3.1 in Run mode, clicking on the item,and observing the action. When you are taken to another section, returnto the EIS section by clicking the Section Title bar’s Back arrow.

Table T3.1 Check EIS Components and Embedded Sections

Components andEmbedded Sections

Expected Behavior

BrioQuery Query logo Hides and shows the toolbars, status bar, andSection and Catalog panes

Results for: drop down menu Quarter data changes for charts, tables, pivots Report button Go to the Report section Pivot button Go to the Pivot section Units by State by Quarter chart Go to the State Bar Chart section Total Units by Quarter chart Nothing happens

EIS Design Mode

EIS design mode is used to build and modify the EIS section’sapplication interface. The tools available allow you to build a customizeduser interface to run all the BrioQuery sections in that document. You

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may also start other applications from within the EIS section byscripting.

Design and Run Modes

Two EIS modes are available to BrioQuery Explorer and Designer userswho create EIS sections.

• Design mode is used to author and add features to the section.BrioQuery Navigator users do not have access to EIS Design mode.To use Design mode, choose EIS | Design Mode.

• Run mode is used for deployment; it simulates a Navigator user’sview of the section. In Run mode, you cannot add any features, butyou can use features that have been added to the section.To use Run mode, choose EIS and deselect Design mode.

You can tell easily if you are in Run or Design mode. In Design mode,the Catalog pane shows the folders of EIS components. In Run mode, theCatalog pane is empty.

For the rest of this part of the Tutorial, you need to be in Design mode,where you will be building the rest of this EIS section.

Go to Design mode.

Choose EIS | Design Mode

Examine EIS Interface

The EIS section toolbar is detachable and floats just as other sectiontoolbars.

Open the Catalog pane and expand the folders.

1 Click on the “Show Section/Catalog” button in the StandardToolbar.

2 Expand both the Graphics and the Controls folders in the bottom ofthe Catalog pane by double clicking on each folder or clicking on the“+” in front of each folder. See Figure T3-001.Note that the items in the Graphics folder are the same as theGraphic items in the Report section.

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The Controls folder contains Control items that can be added to your EISsection.

The EIS Content pane also has Ruler and Grid options. They make iteasier to position your components more precisely. These layout toolsare turned on and off in the EIS menu.

Figure T3-001

Set EIS Section Background

The background of the EIS section can have a fill and border color. Bitmapped images can be also be used as background.

Change the background color from yellow to white or transparent.

1 Select the background in the right-side EIS Content pane by clickingin the yellow area and then using shortcut menu | Properties…

2 Select the Border and Background tab on the Properties dialog boxThe Properties dialog box in Figure T3-002 appears.

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1 In the Background section, at the right of the dialog box, click thecolor field that currently shows the yellow color.

2 Select Transparent.3 Click OK.

Figure T3-002

Note the EIS background color changed.

Create Graphic Component

One of the possible uses for Graphics components is to set off differentparts of your EIS Content pane from each other. In this EIS section, notethat the BrioQuery image and the controls are all in an area that has adark, colored background. This area is a rectangle graphic. It is coloredwith a fill color. The image and controls are placed on top of therectangle by layering them as a higher layer than the rectangle.

You will insert an oval into the EIS section to cover where it says <InsertGraphic>.

1 Make sure the Graphics folder in the Catalog pane is expanded.2 Select the Oval Graphic item.

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3 Drag and drop the oval on the EIS Background on the <InsertGraphic> label.

Resize it by dragging on its handles until it looks similar to the one inFigure T3-003. When an item is selected, you can adjust its placement byusing your arrow keys. This moves it one pixel for every key stroke.

Figure T3-003

Create Control Component

Embedded Control items exist on the pre-built EIS section. Examplesinclude buttons and drop down lists.

You will add a Control item to the EIS section. Later in this tutorial, youwill attach a simple script to that command control that hides or showsthe oval.

Make sure the Controls folder in the Catalog pane is open, and you cansee the <Insert Button> on the dark-colored background in the EISContent pane.

1 Select the Command Button item.2 Drag and drop the Command Button item on the EIS background on

to the <Insert Button > label below the other two buttons.See the embedded Command Button in Figure T3-004.

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Embedded Sections

An EIS section usually is built to summarize data or as a starting pointfor the non-technical user. It acts as a dashboard or launchpad to thequery document. A marketing director may want to look at the followingfrequently:

• A bar chart of sales for the last quarter by region• A table of information on the last three sales over $1 million• A pivot of the sales for the last year by quarter, customer type, and

item type.A useful EIS section could be constructed of only embedded sectionswith no embedded controls and graphics. The best design will dependupon your needs.

Insert an Embedded Chart

You will insert the “State Bar Chart”. It will become an embeddedsection in the Content pane.

1 Open the Query folder in the Catalog pane.2 Select the “State Bar Chart”.3 Drag and drop the Chart onto the EIS background over the <Insert

Chart> label.Figure T3-004 shows the “State Bar Chart” embedded section.

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Figure T3-004

Insert an Embedded Table

You will insert the “Table” just below the title in the space reserved forit.

1 Select the “Table” in the Catalog pane.2 Drag and drop it to the EIS background on to the <Insert Table>

label.See Figure T3-005 for the size and placement of your embedded tablesection.

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Figure T3-005

Modify Embedded Component Properties

Each embedded component has properties associated with it such astitle, name, color. Embedded sections have other properties governingtheir behavior. You will modify color on a graphic component, changethe title of a control component, and modify the behavior of anembedded section.

Modify a Color Property

You will change the embedded oval graphic color to orange.

1 Select the oval in the EIS Content pane.2 Right mouse click | Properties…3 Select the Border and Background tab on the properties dialog.4 Click the color field in the fill group.5 Select the color orange.6 Click OK.7 Format | Layer | Send to Back8 Select the <Insert Graphic> text label and press DELETE.Note the oval color changed to orange. As in Figure T3-006, you have onyour screen an orange oval outlined in black, just behind the letters“PCW”.

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Figure T3-006

Modify a Title Property

You will give a title to the Command Button that you previouslyinserted. This will make it obvious what action it will perform.

1 Select the Command Button in the EIS Content pane.The command button is selected when small squares appear at allcorners.

2 Right mouse click | Properties…3 Select the Object tab.4 In the “Title:” field, type: Show&Hide Oval

Do not change the contents of the “Name:” field.5 Click OKIf necessary, resize the Command Button so the title fits as in Figure T3-007.

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Figure T3-007

Modify an Embedded Section Property

Embedded sections behave in three ways.

• View-only - It can be looked at it, but cannot be changed.• Active – When selected, it can be scrolled via scroll bars.• Hyperlinked – When selected, it takes you to the section and makes

that the active section.You will change the EIS embedded section “State Bar Chart” behavior to“Hyperlinked”. When you are in Run mode, clicking the “State BarChart” embedded section takes you to the “State Bar Chart” section andmakes that the active section.

1 Select “Units by State by Quarter” bar embedded chart in the EISContent pane.

2 Right mouse click | Properties…The Properties dialog box in Figure T3-008 appears.

3 Click the “Hyperlink” radio button.4 Click OK.

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Figure T3-008

Attach script

The EIS designer can add extended functionality by attaching scripts.Scripts can be attached to embedded sections, graphics, and controls.They can even be attached to a section itself, so when a section isactivated or deactivated, the script is executed.

Here you will attach a script to the Command Button you inserted andtitled. This script makes the orange oval appear and disappear.

Add a script to the “Show&Hide Oval” button.

1 Select the “Show&Hide Oval” button in the EIS Content pane.Be sure that the white boxes appear in the corners.

2 Right mouse click | Scripts…The Script Editor opens as in Figure T3-009.

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Figure T3-009

This script switches the orange oval between visible and invisible whenthe button is clicked. It is written in JavaScript. The curly brackets “{“and “}” and the “if” and “else” are all part of the JavaScript languagesyntax. BrioQuery’s Object Model contains the property “Visible.”

JavaScript is case sensitive. Type it in, exactly as it appears below and inFigure T3-010.

if (Oval1.Visible==false){Oval1.Visible = true;}else{Oval1.Visible = false;

}See Figure T3-010 below to recheck that what you have typed inmatches.

• Click on the Close box.

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Figure T3-010

Test Your EIS Section

Before deploying the EIS section, you need to run it to test each of thecomponents and embedded sections. Perform the actions in Table T3.2and check against the expected behavior.

To go to Run mode, turn off Design Mode.

• EIS | Design ModeAfter each outcome that takes you to another section, there are two waysto return to the EIS section.

1 Click the Back arrow on the Section Title bar.2 Select the EIS section in the Section pane.

Table T3.2 Check your EIS Components and Embedded Sections

Componentto Click

Expected Behavior What Defines this Behavior

Results for Quarter data changes Script attached to Results for:drop down box

Report button Go to the Report section Script attached to Reportcommand button

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Pivot button Go to the Pivot section Script attached to Pivotcommand button

Show&HideOval button

Orange Oval appears ordisappears

Script attached to Show&HideOval command button

Units by Stateby Quarterchart

Go to the State Bar Chartsection

Embedded Section Hyperlinkproperty

Total Units byQuarter chart

Nothing happens Embedded Section View-onlyproperty

Top SellingItems Types byState table

Nothing happens Embedded Section View-onlyproperty

Finish

This completes the third tutorial. You used the pre-built EIS section tofinish the design process.

You embedded sections, inserted a Command Button and a graphic,changed properties of both components and embedded sections, andattached a script to the Command button.

Once you complete development on an EIS section, it is ready fordeployment to whomever it was created for. Your well-crafted EISsection can make analyzing pertinent data a fast and easy process,especially suited to people who don’t have time to build their own queryor analysis sections.

Exit BrioQuery

Having completed all the steps, you are now ready to save and exit thistutorial’s BrioQuery session.

1 File | Exit2 Click Yes

Note Updates and additions to this manual are atwww.brio.com/documentation

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Glossary of Brio Terms

The entry’s capitalization shows its usage. If it is a Brio term, it iscapitalized. If it is a general concept, it is in lower case.

More terms may be at www.brio.com/documentation

If you have suggestions for terms, send email [email protected]

Catalog pane The Catalog pane shows a list of elements available for the activesection. If Pivot is the active section, the Catalog pane displays a list ofResults columns. If EIS is the active section, the Catalog pane displaysa list of embeddable sections, graphic items, and control items.

computed item A computed item is a virtual column (as opposed to a column that isphysically stored in the database or cube). It is calculated from thefunctions and formula that you build, using the choices provided inthe dialog box.

connection file A connection file is required for the BrioQuery document to use anydatabase. The connection file (.oce) captures and stores connectioninformation such as the application program interface software, thedatabase software, the address of your database server, and yourdatabase user name.

Controls folder The Controls folder contains pre-built items that can be added to yourEIS section, such as list boxes, radio buttons, and command buttons.You can then attach scripts to the controls embedded in the EIS sectionto execute actions.

cube The data in OLAP databases is stored in cubes. Cubes are made up ofdimensions and measures. A cube may have dozens of dimensions.

data function Data functions compute aggregate values, including averages,maximums, counts and other statistics, which summarize groupingsof data. You can use data functions to aggregate and compute datafrom the server before it reaches the Results section, or compute

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different statistics for aggregated totals and items in the other analysissections.

data model A data model is a representation of a subset of the actual databasetables. This is the source for building the Request, Limit, and Sort linesin a Query section. You create a data model by dragging databasetables from the Catalog pane’s Tables folder into theBrioQuery 6.0Content pane. The data model displays database tables as Topicswhen they are in theBrioQuery 6.0 Content pane. Topics with anyjoins are displayed graphically in the Content pane.

database server A database server is a computer which stores DBMS (databasemanagement system, for example, Oracle, Sybase, and so on) softwareand a database shared by a network of computer clients. Mostdatabases are used in a client/server environment. By storing data ona single, powerful machine on a network (server), the data iscentralized and accessible to many users (clients). The server ensuresthat the data is maintained centrally and serves as a traffic cop toregulate clients machine access to the data. The server's computingpower is also useful in computing and filtering data from the databasebefore it consumes network resources and reaches your workstation.For small or localized databases, your own computer may act as bothdatabase server and client.

Design mode Design mode is used to build and modify EIS sections. In Designmode, you build EIS sections with pre-built control items, graphicitems, and embedded sections. Design mode is only available in an EISsection. BrioQuery Navigator users cannot switch to EIS Design mode.

dimension In an OLAP database cube, categories of information are calleddimensions. Examples of dimensions may be Location, Products,Stores, and Time.

Dimension tab In the Pivot section, a full set of Side or Top Labels is a Dimension tab,which corresponds to a Results column in the Catalog pane.

EIS Executive Information System (EIS) allows users to build and deployanalytic applications. Analytical applications focus on deliveringsignificant prepackaged business content that is encapsulated withinan application. With Brio Enterprise, customers and independentsoftware vendors can leverage their knowledge of industry specificbest practices and assemble their own analytical applications fordeployment to end users via the Web. Combining embeddable Reportsections and enhanced EIS controls into a visual workspace andhooking up interactivity between these controls and the native BrioTechnology application, an application designer can quickly create avariety of robust applications.

EIS Home The EIS Home button returns you to the EIS section that has beendesignated as the EIS Home section. If you have only one EIS section,then EIS Home will return to that section. If you have several EIS

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sections, the default EIS Home will be the top EIS section in theCatalog pane. In Design mode you can specify another EIS section tobe the EIS Home section.

embeddedsection

Other BrioQuery sections (Results, Tables, Pivots, Charts, and OLAPResults) can be embedded into an EIS section. By embedding a section,that section is displayed in the EIS Content pane. All embeddedsections maintain live data content and formatting from the originalsection. Reprocessing the query, or modifying the original section willautomatically update the display of that embedded section in the EISContent pane.

Facts Facts are the numeric values that are broken up in the body of thePivot section. To add facts to the Pivot, put Results columns from theCatalog pane into the Outliner’s Facts pane. Facts are the core numericdata that you slice and dice in your pivot analysis. Facts are thenumeric values in a relational database that are available to analyze. Inan OLAP Query, they are called measures.

filters In OLAP Query, filters enable you to define and apply limits to thequery once Top or Side Labels have been added to the query. You set afilter by applying comparison operators on the values for a specificmember. Additional server-specific functions are available based onthe selected OLAP database cube.Filters are built to include or exclude data according to specificcriteria. Filters can be set on any level in a dimension. However, theymust be one of the labels in the Outliner. Filters can be made ofmembers of one of the dimensions or selected by a measure. OLE DBfor OLAP has other filter operator types (Top N, Top Sum, Top N%,Bottom N, Bottom N%, Bottom Sum.) Essbase and MetaCube havetheir own operator types. In Essbase and MetaCube, filters can bedone on measures. In OLE DB for OLAP, filters cannot be placed onmeasures

Hardwire mode Hardwire mode means that whenever the OLAP Query is changed,the database is queried to fetch new cube data. In contrast, processmode is manually controlled. You add or remove several items to theOutliner, and then press Process to query the database. Whendetermining whether to use Hardwire mode or process mode,consider the size of the cube you are working with.

hierarchy In an OLAP database cube, a hierarchy organizes a dimension’s levelsand corresponding members into parent and child relationships. Forthe levels in a Location dimension, the hierarchy would have Countryas the parent of the child City and City as the parent of the childAddress.

Item Topic Items are listed in each Topic in the data model and representcolumns in the underlying database tables. Items are the actualinformation categories listed under a Topic heading. You select Items

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from data model Topics to build the Request, Limit, and Sort lines inthe Query section.

JavaScript JavaScript is the scripting language for Brio Enterprise products. BrioEnterprise 6.0 includes the Netscape JavaScript interpreter (version1.4.) This addition allows application developers to use the fullfunctionality of the industry-standard script language to control BrioEnterprise applications.

join A join is a link between two Topics, typically indicating the presenceof the same Items or similar Items within each Topic. The visual joinsthat are displayed in a data model reflect relationships in theunderlying databases. Joins allow row records in different tables to belinked on the basis of shared information in a column field. Forexample, a row record in the Customer table is joined to a relatedrecord in the Orders table when the Customer ID value for the recordis the same in each table. This allows the order record to be linkedwith the record of the customer who placed the order.Although joins are resolved at the database level, BrioQuery 6.0 thedata model displays join lines to clarify the relationships betweenTopics as a reference for querying. If you request Items from unjoinedTopics, the database server has no way to correlate the informationbetween the two tables and leads to awkward datasets and run-onqueries.

level Similar types of members in an OLAP database cube are grouped atthe same level. For example, using the members listed in a Locationdimension, France, the USA, and Japan belong to the Country level.Paris, Palo Alto, and Tokyo belong to the City level. 35 Main Streetbelongs to the Address level.

limit Since unfiltered data can take up many gigabytes on a server, limitsmake your final data set more efficient and manageable by filteringout unnecessary information. Limits also refine the scope of yourreports. You can see in the Limit line which Items in your data set arelimited. Although you may have the same Item on both Limit andRequest lines, they are independent of each other. You do not have torequest an Item to limit it, or vice versa. You can apply limits in theQuery or Results sections. In the Query section, the database filters outlimited values before the data reaches your desktop. In the Resultssection, limited values are excluded from the display, but remain inthe data set. In the Results section they are called local limits.

local limit Local limits are limits placed on the local dataset. If you decide you donot need all of the information that is retrieved by your query, you canuse a local limit to exclude data from the display, and any reports thathave been built. Local limits are a good way to filter the dataset toanalyze different situations. You can always remove the limit to returnto the entire results set.

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You can only apply local limits to Items that were requested in thequery. Since the other reporting sections reference the results set, thelocal limits are also applied to these sections. You can apply only onelimit to a column.

MDD Multidimensional database. See also OLAP database.

MDX MDX (Multi Dimensional eXpressions) is the language that is used togive instructions to OLE DB for OLAP - compliant databases. (Incomparison, SQL is used with relational databases.) When you buildthe OLAP Query section’s Outliner, BrioQuery translates yourrequests into MDX instructions. When you process the query, MDX issent to the database server. The server returns a collection of recordsto your desktop that answers your query. See SQL.

measure Measures are the numeric values in an OLAP database cube that areavailable for analysis. Measures may be margin, cost of goods sold,unit sales, budget amount, and so on.

member In an OLAP database cube, members are the content values for adimension. In the location dimension, they could be Palo Alto, Paris,Tokyo, 35 Main Street, USA, France, Japan, and so on. These are allmember values for the location dimension.

Metadata Metadata is "data about data." Stored in database tables, metadatadescribes the history, content, and function of database tables,columns and joins in understandable business terms. Metadata canovercome the awkward names or ambiguous abbreviations often usedin a database. For example, in a table named CUST_OLD, metadatamay use a descriptive business name, such as “Inactive Customers.”

OLAP database An OLAP database stores its information in cubes. Cubes containdimensions and measures. A cube may have dozens of dimensions.Cubes are built to hold aggregated data, which anticipate how usersthink about business models. Cubes deliver this informationefficiently and quickly.

OLAP Query OLAP Query enables you to analyze and interact with data stored inan OLAP cube. When you use BrioQuery to connect to an OLAP cube,the document immediately opens an OLAP Query section. The OLAPQuery section displays the structure of the cube as a hierarchical treein the Catalog pane. Queries are built by dragging measures anddimension levels or members directly into the Outliner panes.

pivoting In the Pivot section, pivoting is the ability to change a label from a topto side (or a side to a top) orientation with a simple click and swing ofthe label’s Dimension tab.

query A relational query is a request to a database server for information. Itis constructed of Topic Items that are selected from Topics in a datamodel. When you create a query, you ask the database to return ananswer to a specific question. The results set is the answer to your

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question. There may be a few rows returned or many, depending onyour question. A query may also have a limit, such as “show me only1996 data.”

relationaldatabase

A relational database stores its information in tables that are related toeach other by common pieces of information, called keys. Relationaldatabases store information in tables. A table is subdivided intocolumn fields. Related information is grouped in column fields. Forexample, the Customer table may have columns including Name,Address, and ID number. Each table contains row records thatdescribe information about a singular entity, object, or event, such as aperson, product, or transaction. Row records are segmented bycolumn fields. Rows contain the data that you retrieve from thedatabase. Database tables are linked by joins. (See join)

Run mode Run mode is used for deployment of pre-built EIS applicationinterfaces. It simulates a Navigator user’s view of the section. In Runmode, you can not add any features, but you can use features that arepart of the deployed EIS sections.

script A script is a series of instructions for a computer. Scripting allows youto automate EIS sections so that user actions may trigger a script.Scripts are activated when an event occurs, such as clicking a buttonor selecting an item from a drop down list. BrioQuery’s scriptinglanguage is JavaScript.

Section pane An open BrioQuery document lists the set of current sections in theSection pane.

Slicer Slicer is an axis that filters the data in an OLAP Query. Onlyindividual members can be used in Slicer. Slicer can be thought of as athird axis in a OLAP Query. The other axis are the Side Labels and theTop Labels. Every dimension folder contains a members subfoldernamed “Values for…” that dimension. This subfolder contains themembers that are eligible for the Slicer.

SQL Structured Query Language is the language used to give instructionsto relational databases. When you build the Query section’s Request,Limit, and Sort lines, BrioQuery translates your requests into SQLinstructions. When you process the query, the SQL instructions aresent to the database server. The server returns a collection of recordsto your desktop that answers your query. This reply is displayed asthe Results section.

Table Catalog The Table Catalog provides the tables to build a data model. TheCatalog pane in the Query section or Master Data Model sectionscontains a list of the tables in a database.

Top and SideLabels

In the Pivot section, labels are the column and row headings on thetop and sides of the Pivot. These define categories by which thenumeric values are organized.

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Topic When you bring a table to the Content pane in the Query section orMaster Data Model section, the table is converted into a Topic. Topicsare a visual representation of tables in the database. Topics are relatedby joins that link certain Items in each Topic. Topics can reflect theexact Topic and Item structure of database tables, or they can becustomized, virtual views of database tables called meta topics. EachTopic title bar displays the Topic’s name. The Topic shows a list ofItems, one for each column in the database table.

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Index

%% of Column

Data Functions menu item, 56

.

.oce, 143

||, xv

AA New Database Connection File, 15, 90about Brio Enterprise, 10activate shortcut menu, xvActive, 138add

computed item in OLAP, 119date groups, 37EIS control component, 133Fact to Outliner, 48Fact to Pivot Outliner, 45, 48items to Request line, 25measure to OLAP Outliner, 103multiple items to Request line, 25Report Group, 78, 79, 80Side Label to OLAP Outliner, 104Side Label to Outliner, 46Side Label to Pivot Outliner, 46, 52third chart dimension, 67to X-Categories pane, 65to Z-Categories pane, 67Top Label to OLAP Outliner, 105, 107Top Label to Outliner, 46, 48Top Label to Pivot Outliner, 46, 48total column or row to Pivot, 55total field to Group Header in report, 80total function to Pivot, 56

Add Date GroupsResults menu item, 37

Add Fact/Measure

OLAP menu item, 103Add Limit(s)...

Query menu item, 28Add Requested Item(s)

Query menu item, 22, 25Add Selected Items

Pivot menu item, 46shortcut menu item, 22, 25

Add Selected Items menuFact, 46

Add to Factsshortcut menu item, 46

Add Totalsshortcut menu item, 55

additions to documentation, xviiiadjacent items selection, 25advanced users, 8, 127aggregate

data, 41function, 41

aggregate items in Request line, 41aggregated column, 4align

Fields in Group Header, 82Align

Format menu item, 82Align button

Report, 72Align menu

Middle, 82Alignment...

shortcut menu item, 36alphanumeric order, 58Alt+click

selection, 56, 57analyzed off-line, 3AND operator, 30application interface, 127Applied Filters drop down, 118arrow key placement, 133ascending sort, 39

indicator, 40Pivot, 58

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152 Index

Report Group, 82assumptions

tutorial, xiiiattach script, 139Auto Join, 22, 24automatic OLAP processing, 105automatically adjusted column width, 34Auto-Size Width

Column menu item, 34Format menu item, 47, 106keyboard shortcut, 36

Bbefore printing

save document, 87behavior

Active, 138Hyperlinked, 138View-only, 138

bit mapped imagesEIS background, 131

bold text, 36Boolean operator

AND, 30OR, 31

Bottom N, 115bqy file extension, 27break out date columns, 37Brio Enterprise, xvi

about, 10Brio Technology sales, xviiBrio.Insight, xv, 10, 11Brio.Quickview, 10, 12BrioQuery

start, 14, 90, 128BrioQuery 6.0 editions, 10BrioQuery document

overview, 13BrioQuery EIS, 127BrioQuery registration, xviibrowser, 11, 19build

applications, 127Chart Outliner, 65interfaces, 127Limit line in Query, 28local limit, 38OLAP Outliner, 102, 105

OLAP Query, 102Pivot, 45Request line, 24Sort line in Pivot, 58Sort line in Results, 39tabular report, 73

build queries graphically, 19

Ccancel a query, 32case sensitive

file names, passwords, 28JavaScript, 140password, 41

Catalog pane, 20, 143change size, 101hide, 22Pivot, 44Report, 72show, 22, 73

centimeterruler measurements, 71

changechart size, 69chart type, 64color property, 136column size, 106column size in Pivot, 47component property, 136embedded section property, 138Group Header in report, 80size of Catalog pane, 101title property, 137

Chart, 63add third dimension, 67build, 65change size, 69embed in EIS, 134Facts pane, 65in Report section, 70insert in Report, 86insert new, 63Outliner, 65overview, 5, 13rename section, 63resize chart, 69sort axis, 66Sort line button, 66

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X-Categories pane, 65Z-Categories pane, 67

Chart legendhide, 68show, 68

Chart menuProperties…, 68

Chart Options dialog box, 68chart type

choose, 64Chart Type

Format menu item, 65charts are dynamic, 5child, 100, 145clear Request line, 26close

folder, 102Outliner, 44Section pane, 58Slicer pane, 114Sort line, 59, 83

columnautomatically adjusted width, 34change size, 47format, 34format date, 35format number, 34format text, 36resize, 106width, 33

ColumnFormat menu item, 34

Column menuAuto-Size Width, 34Standard Width, 34

columnsRequest in Results section, 32

Command Button, 137attach script, 139item, 133

complex reports, 7component placement, 133computed item, 119, 143

in Measures pane, 121Computed Item dialog box, 119connect by creating a connection file, 14connection file, 143

create, 14, 90

connection softwareOLE DB for OLAP, 91

Connection Wizard, 14, 15, 90contact Brio Technology, xvi

documentation, xviiifax, xviiFTP, xviimain telephone, xviisales email, xviisales telephone, xviitechnical support email, xviitechnical support telephone, xviiweb site, xvii

Content pane, 20Controls folder, 131, 143convert Detail report, 71Convert to Report

Detail menu item, 71courier font, xvcreate

a BrioQuery document, 13an OLAP Query, 89computed item in OLAP, 119computed items in OLAP, 119connection file, 14EIS control component, 133graphic component in EIS, 132OLAP connection file, 90OLAP filters, 114Report Group, 78, 79, 80State item limit, 28tabular report, 73

Ctrl+click selection, 25, 60, 82Ctrl+E, 36Ctrl+S, 61cube, 100, 143currency

format, 34, 76customized application interface, 127

Ddashboard, 8, 127, 134Data, 56, 57data function, 56, 143

Sum, 42Data Functions

Query menu item, 42shortcut menu item, 42, 56, 57

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154 Index

data model, 2, 10, 11, 13, 20, 21, 24, 144database server, 144database software

OLE DB for OLAP, 91database table, 21database totals

in chart, 123turn off, 122, 123turn on, 122

Database TotalsOLAP menu item, 122, 123

DataModel menuTable Catalog, 21

dataset, 3date column

break out, 37format, 35

date groupsadd, 37

DBMS, 144default zoom

Report, 72delete

all items from Request line, 26section, 62

Delete SectionEdit menu item, 62

deploymentEIS, 130, 142

descending sort, 39, 59indicator, 40, 78Report Group, 82

descriptive name, 62Design mode, 130, 144Design Mode

EIS menu item, 130, 141shortcut menu item, 141

Designer, 10EIS, 130

Detail menuConvert to Report, 71

Detail reportconversion, 71

different sequenceFacts, 49

dimension, 101OLAP, 100, 144OLAP rule, 108

Values for folder, 112Dimension column

format, 77dimension OLAP rule, 108Dimension tab, 51, 144

Pivot, 44dock, 44, 100documentation updates, xviii, 87Download to Results

OLAP menu item, 124draw text label box, 83drill anywhere

in Pivot, 57Drill Anywhere

shortcut menu item, 57drill back to the database, 6drill bit icon, 57, 110drill down, 5, 57

OLAP Query, 109, 111OLAP rule, 114, 117

Drill DownOLAP menu item, 110shortcut menu item, 110

drill upin Pivot, 58OLAP, 111

Drill UpOLAP menu item, 112Pivot menu item, 58shortcut menu item, 112

Drop Down controlEIS, 129

EEdit menu

Delete Section, 62Rename Section…, 63, 85

EIS, 127, 144add control component, 133bit mapped images, 131change color property, 136change component property, 136, 137change embedded section property, 138change title property, 137Command Button item, 133create control component, 133create graphic component, 132deployment, 142

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embedded Command Button, 133embedded section, 134insert control component, 133insert embedded Chart, 134insert embedded Table section, 135insert oval, 132interface, 130modes, 129modify color property, 136modify component property, 136, 137modify embedded section property, 138modify title property, 137overview, 8, 13Properties dialog box, 131section interface, 130section overview, 8tutorial 3, 127

EIS Home, 144EIS menu

Design Mode, 130, 141Scripts…, 139

EIS Run mode, 129EIS section

overview, 13embedded section, 134, 145

attach script, 139behavior in EIS, 138in EIS, 134Table in EIS, 135

Essbasefilter operators, 117filters, 114no computed items, 119

examineEIS section interface, 130OLAP Query interface, 99Pivot section interface, 43Query section interface, 19Report section interface, 71Results section interface, 32

exclude data, 28Executive Information System, 144exit

BrioQuery, 87, 125, 142Exit

File menu item, 87, 125, 142Explorer, xv, 10, 11

EIS, 130

Expression lineReport, 72

FFact, 48, 49, 145

Add Selected Items menu item, 46add to Pivot Outliner, 45, 48Pivot, 44remove from Pivot Outliner, 50reorder in Pivot Outliner, 49Report, 74

Fact columnformat, 76

Fact Outliner pane, 46Fact pane, 45, 49

Chart, 65Pivot, 45

fewer rows, 41fields alignment, 82Fields folder

Report, 72File menu

Exit, 87, 125, 142Print..., 87Save, 27, 31, 61, 87Save As…, 125, 129Save Options, 40

file namescase sensitive, 28

filter, 114, 145operators, 117Results dataset, 38

Filtershortcut menu item, 115, 118

finishtutorial 1, 87tutorial 2, 125tutorial 3, 142

Fit Page WidthZoom menu item, 79

float, 44, 130focus on items

subset of data, 53Focus on Items

Pivot menu item, 53font

size, 36style, 36

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156 Index

Font…shortcut menu item, 36

formatalign fields in report, 82column, 106column widths, 34currency, 34, 76date column, 35font alignment, 36font style, 36number column, 34Report field alignment, 82Report section, 76, 77, 81, 82Report table, 76Report Table Dimension column, 77Report Table Fact, 76Report Total Field, 81Results date column, 35Results number column, 34Results section, 33, 34, 35, 36Results section column, 34Results text column, 36Table Dimension column in Report, 77Table Fact in Report, 76text column, 36Total Field, 81

Format menuAlign, 82Auto-Size Width, 47, 106Chart Type, 65Column, 34Layer, 136Number..., 35

function, 41funnel icon, 117, 118

GGraphics folder

Report, 72grid options, 131group

columns, 3data, 60items, 60Labels, 60

Group button, 79Group Header

align fields, 82

change content, 80Group Items

menu item, 60Group Outliner

Report, 72show, 79

HHardwire mode, 105, 145Hardwire Mode

OLAP menu item, 105Headers and Footers

Report menu item, 83Headers and Footers menu item

Page Header, 83Help

documentation, xviiiOnline, xivweb site, xvii

hideCatalog pane, 22items in Pivot, 53legend in Chart section, 68Limit line, 28Outliner, 44Section pane, 22Section toolbar, 65Sort line, 40, 78, 83

hide itemssubset of data, 53temporarily conceal data, 53

hierarchyOLAP, 100, 145OLAP rule, 108, 109

Host database, 16Hyperlink radio button, 138Hyperlinked, 138

Iicon

drill bit, 57, 110funnel, 117, 118

important convention, xviinch

ruler measurements, 71individual component, 7insert

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Chart in Report, 86EIS control component, 133embedded Chart in EIS, 134embedded Table section in EIS, 135graphic component in EIS, 132new Chart section, 63new Pivot section, 43, 61new Report section, 71oval in EIS, 132Page Header, 83Pivot in Report, 86Report Page Header, 83

Insert GraphicReport menu item, 83

Insert Graphic menuText Label, 83

Insert menuNew Chart, 63New Pivot, 43, 62New Report, 71

interfaceEIS section, 130OLAP Query section, 99Pivot section, 43Query section, 19Report section, 71Results section, 32

introduction, xiiiinvisible oval, 140Item, 22, 24, 145

JJavaScript, 9, 127, 140, 146

case sensitive, 140join, 21, 22, 23, 24, 146

Auto Join, 24displayed, 24manually, 23topics, 23visual, 24

Kkeyboard shortcut

Ctrl+E, 34

Llabel

ungrouping, 61Label

grouping, 60pivoting, 51remove from Pivot Outliner, 54

languageJavaScript, 140MDX, 119SQL, 119

launchBrioQuery, 14, 90, 128

launchpad, 134Layer

Format menu item, 136Layer button

Report, 72Layer menu

Send to Back, 136layout buttons

Report, 72layout tools

Report, 70legend

hide, 68show, 68

lesson1, 27lesson2, 125lesson3, 129level, 101, 146

OLAP, 100limit, 146

local, 38number of, 40Query, 28

Limit button, 28, 33, 38, 39Limit dialog box, 28, 29Limit line, 20, 146

build, 28build in query, 28hide or show, 28operators, 30show, 32

Limit...shortcut menu item, 28

local dataset, 38, 39local limit, 38, 146

build, 38remove, 39

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158 Index

Mmanual

content, xiiiconventions, xvoverview, xiii

manually join, 23MDD, 147MDX, 119, 147measure, 103

computed item, 121OLAP, 100, 147rule, 103

Measure folderopen, 99

Measure pane, 103member

OLAP, 100, 147menu command, xvmenu items

% of Column, 56Add Date Groups, 37Add Fact/Measure, 103Add Limit(s)..., 28Add Requested Item(s), 22, 25Add Selected Items, 22, 25, 46Add to Facts, 46Add Totals, 55Align, 82Alignment..., 36Auto-Size Width, 34, 106Chart Type, 65Column, 34Convert to Report, 71Data Functions, 42, 56, 57Database Totals, 122, 123Delete Section, 62Design Mode, 130, 141Download to Results, 124Drill Anywhere, 57Drill Down, 110Drill Up, 58, 112Exit, 87, 125, 142Fact, 46Filter, 115, 118Fit Page Width, 79Focus on Items, 53Font…, 36Group Items, 60

Hardwire Mode, 105Headers and Footers, 83Insert Graphic, 83Layer, 136Limit..., 28Middle, 82New Chart, 63New Pivot, 43, 62New Report, 71Number..., 35, 76Page Header, 83Password Protect Document…, 40percent of Column, 56Print..., 87Properties…, 68, 81, 131, 136, 137, 138Remove, 26, 39, 50, 54, 113Remove Selected Items, 50, 59Rename Section…, 63, 85Save, 27, 31, 61, 87Save As…, 125, 129Save Options, 40Scripts…, 139Section, 64, 65Section/Catalog, 73, 99Show All Items, 54Show As Chart, 124Show Column Total, 76Sort Descending, 78Standard Width, 34Sum, 57Suppress Duplicates, 77Table Catalog, 21Text Label, 83Toolbars, 64, 65Ungroup Items, 61Zoom, 79

MetaCubefilter operators, 117filters, 114no computed items, 119

metadata, 21, 24, 147Microsoft Windows, xviMiddle

Align menu item, 82modifiable properties, 7modify

color property, 136component property, 136, 137

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embedded section property, 138Group Header in report, 80title property, 137

moveFacts, 50from Side to Top Label in Outliner, 109from Top to Side Label in Outliner, 107Pivot Label, 50Report table, 75

Multi Dimensional eXpressions, 147multidimensional database, 147multi-item selection, 25multiple queries, 2

Nnarrow your request, 28Navigator, 10, 11

EIS, 130nested sort, 39New Chart

Insert menu item, 63new interface for OLAP databases, 99new material, 87New Pivot

Insert menu item, 43, 62New Report

Insert menu item, 71no drill down

in OLAP Chart, 123no drill down on OLAP measures, 110non-adjacent item selection, 25note convention, xvinumber column

format, 34number of

limits, 40sorts, 40

Number…Format menu item, 35menu item, 76shortcut menu item, 35

Oobjectives

tutorial 1, 14tutorial 2, 89tutorial 3, 127

oce, 17, 18oce file, 98oce file extension, 97ODBC, 15offline

access to OLAP data, 124analysis, 3

OLAP, 89add computed item, 119add measure to Outliner, 103add Side Label to Outliner, 104add Top Label to Outliner, 105, 107all rules, 125Bottom N, 115build Outliner, 102, 105close Slicer pane, 114computed item, 121connection software, 91create computed item, 119create computed items, 119create connection file, 90create filters, 114cube, 100, 143database, 147database language, 119database software, 91dimension, 100, 144drill down, 111drill down rule, 110drill up, 111filter, 114filter operators, 117filter rule, 114go to Query section, 124Hardwire mode, 105hierarchy, 100, 145interface, 99level, 100MDX language, 119measure, 100, 147Measure folder, 99measures rule, 110member, 100, 147move from Side to Top Label inOutliner, 109move Label in Outliner, 107new database interface, 99no drill down in Chart, 123

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160 Index

offline access to data, 124OLE DB for OLAP, 91Outliner, 102, 104Query, 147reorder Side Labels in Outliner, 108rules, 102, 103, 104, 108, 110, 112, 114,117, 125Selection tab, 110, 111show as Chart, 123show Outliner, 102Side to Top label, 107Slicer, 112Slicer button, 114Slicer pane, 113Slicer rule, 112terms, 100Top Label to Side Label, 107tutorial overview, 89Values for dimension folder, 112

OLAP menuAdd Fact/Measure, 103Database Totals, 122, 123Download to Results, 124Drill Down, 110Drill Up, 112Hardwire Mode, 105Show As Chart, 124

OLAP Queryoverview, 1, 2

OLE DB for OLAP, xiv, 89, 90, 91, 114, 117,119Online Help, xivopen

Catalog pane folders, 21, 73folders, 130Measure folder, 99shortcut menu, xvtable catalog, 21

Open Catalog Extension, 17Open Data Base Connection, 15operator

AND, 30OR, 31

Operator Type drop down, 115OR operator, 31order

Facts, 49Request line items, 27

Outlineradd Fact in Pivot, 45, 48add Side Label in Pivot, 46add Top Label in Pivot, 46, 48Chart, 65close, 44float and dock, 44hide, 44OLAP, 102Pivot, 43, 44remove Fact from Pivot, 50remove Label from Pivot, 54reorder Facts in Pivot, 49reorder Side Label in Pivot, 52show, 44Side Label pane, 108

Outliner button, 44, 103Outliner Facts pane, 45Oval Graphic item, 132overview

BrioQuery document, 13Chart section, 5, 13EIS section, 8, 13manual, xiiiOLAP Query section, 1, 2Pivot section, 6, 13, 42product sections, 1Query section, 1, 13, 19Report section, 13, 70Report section designer, 7Results section, 3, 13, 32tutorial 1, 14tutorial 2, 89tutorial 3, 128tutorials, xiii, xiv

PPage Header, 84

Headers and Footers menu item, 83parent, 100, 145password

case sensitive, 28, 41protect saved document, 40remember warning, 41

Password Protect Document…Save Options menu item, 40

percent of ColumnData Functions menu item, 56

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Pivot, 6add Fact to Outliner, 45, 48add Side Label to Outliner, 46add Top Label to Outliner, 46, 48add total column or row, 55add total function, 56alphanumeric sort order, 58build, 45build Sort line, 58Catalog pane, 44change column size, 47delete section, 62Dimension tab, 44, 51drill anywhere, 57drill down, 57drill up, 58Fact, 44Fact pane, 45Fact pane rule, 45focus on items, 53group items, 60group Labels, 60hide items, 53in Report sections, 70insert in Report, 86insert new, 61insert new Pivot section, 43interface, 43Label grouping, 60Label ungrouping, 61move Label, 50overview, 6, 13, 42pivoting Label, 51remove Fact from Outliner, 50remove Label from Outliner, 54remove total from Pivot, 59reorder Facts in Outliner, 49reorder Side Label in Outliner, 52show all items, 54show Sort line, 58Side Label, 44Side Label pane, 45Sort By drop down, 59Sort line, 59Sort Type drop down, 59terms, 44Top Label, 44Top Label pane, 45

ungroup items, 61ungroup label, 61

Pivot menuAdd Selected Items, 46Drill Up, 58Focus on Items, 53Remove Selected Items, 50, 59Show All Items, 54Ungroup Items, 61

Pivot Outlineradd Fact, 45, 48add Side Label, 46, 52add Top Label, 46, 48remove Fact, 50remove Label, 54

pivoting, 6, 43, 51, 52, 147Label, 51reorder, 52

pivoting swing, 43pixel, 8, 133

ruler measurements, 71placement of component, 133plugin, 11pre-built EIS, 128print report, 87Print…

File menu item, 87Process button, 32, 103, 104, 105process query, 32

with aggregation, 42processing time, 2product registration, xviiProperties dialog box, 131, 138

format date, 36format number, 35

Properties…Chart menu item, 68shortcut menu item, 68, 81, 131, 136, 137,138

Qquery, 147

multiple, 2relational, 2

Query, 19, 41cancel, 32interface, 19limits, 28

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162 Index

overview, 1, 13, 19process, 32screen, 18sorts, 31

Query folderopen, 73Report, 72

Query menuAdd Limit(s)..., 28Add Requested Item(s), 22, 25Data Functions, 42

Rrearrange order of Request line items, 27registration

BrioQuery, xviirelational

database, 148query, 2

relationshipsparent and child, 100, 145

removeFact from Pivot Outliner, 50filters, 118Item from Request line, 26Item from Request line warning, 27Label from Pivot Outliner, 54local limit, 39total from Pivot, 59

RemovePivot menu item, 50Request line item, 26shortcut menu, 39, 54shortcut menu item, 26, 50, 113

Remove button, 26Remove Selected Items

Pivot menu item, 59remove total

warning, 60rename

Chart section, 63Report section, 84section, 62, 63, 84, 85section script warning, 62, 63, 85

Rename Section…Edit menu item, 63, 85

reorderFacts in Outliner, 49

pivoting, 52Side Label in OLAP Outliner, 108Side Label in Outliner, 52

reorient Pivoting, 51report

format table, 76Report

add Group, 78, 79, 80add total field to Group Header, 80Align button, 72ascending sort, 82Catalog pane, 72change Group Header, 80column sort, 77create Group, 78, 79, 80default zoom, 72descending sort, 82descending sort indicator, 78Expression line, 72Fact, 74Fields folder, 72format align fields, 82format Table Dimension column, 77format Table Fact, 76format Total Field, 81Graphics folder, 72Group button, 79Group Outliner, 72Group sort, 82insert new Report section, 71insert Page Header, 83insert smart Chart, 70, 86insert smart Pivot, 70, 86interface, 71Layers button, 72layout buttons, 72layout tools, 70magnification, 72modify Group Header, 80move Report table, 75not attached to a result set, 71open Query folder, 73open Results folder, 73overview, 13, 70print, 87Query folder, 72rename, 84Resize button, 72

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ruler, 70Set Spring button, 72show Table Outliner, 73Sort line, 72sort table column, 77Table button, 73Table Dimensions pane, 74Table Facts pane, 74Table Outliner, 72Zoom button, 72

Report Designer, 70overview, 7

Report Groupadd, 78, 79, 80ascending sort, 82descending sort, 82

Report Group 1 Header band, 81Report menu

Headers and Footers, 83Insert Graphic, 83

Repository, 10Request button, 25Request columns

in Results section, 32Request line, 20, 24

add items, 25aggregate items, 41build, 24clear, 26rearrange item order, 27remove Item, 26remove Item warning, 27show, 25

resizechart, 69column, 47, 106component, 133

Resize button, 72restrict data

focus, 53hide, 53

Resultsbuild Sort line, 39format, 33format column, 34format date, 35format number, 34format text, 36

interface, 32Limit button, 38, 39overview, 3, 13, 32purpose, 32

Results columns, 44Results folder

open, 73Results menu

Add Date Groups, 37rework your query, 19right mouse button, xvruler

measurement, 71Report, 70

ruler options, 131rules

OLAP, 102, 103, 104, 108, 110, 112, 114,117, 125OLAP Slicer, 112Pivot Fact pane, 45

Run mode, 130, 148run pre-built EIS, 129

Ssample database, 16, 21save, 61

as, 128before printing, 87different name, 128document, 27, 31, 87for the first time, 27password protect, 40password protect document, 40

SaveFile menu item, 27, 31, 61, 87

Save As…File menu item, 125, 129

Save OptionsFile menu item, 40

Save Options menuPassword Protect Document…, 40

script, xv, 139, 148editor, 139language, 127rename section warning, 62, 63rename sections warning, 85

Scripts…EIS menu item, 139

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164 Index

sectiondelete, 62rename, 63, 84, 85

SectionToolbars menu item, 64, 65

Section pane, 19, 148hide, 22show, 22

Section Title bar, 19Section toolbar

hide, 65show, 64

Section/CatalogView menu item, 73, 99

sections overview, 1select

adjacent items, 25catalog tables, 22multiple items, 25non-adjacent items, 25

select multiple itemsadjacent items, 25non-adjacent items, 25

selectionCtrl+click, 60

selectionAlt+click, 57Ctrl+click, 82Shift+click, 25

Selection tabOLAP, 110, 111

Send to BackLayer menu item, 136

separate date columns, 37serial number, xvii

view, xviiiserver-defined join, 24set

column width, 77EIS background, 131Label item, 60Label name, 60State item limit, 28

Set Spring button, 72shortcut menu

Add Selected Items, 22, 25Add to Facts, 46Add Totals, 55

Alignment..., 36Data Functions, 42, 56, 57Design Mode, 141Drill Anywhere, 57Drill Down, 110Drill Up, 112Filter, 115, 118Font…, 36Limit..., 28Number..., 35Properties…, 68, 81, 131, 136, 137, 138Remove, 26, 39, 54, 113Scripts…, 139Sort Descending, 78Suppress Duplicates, 77

shortcut menu open, xvshow

all items, 54as Chart, 123Catalog pane, 22, 73Chart legend, 68Group Outliner, 79legend, 68Limit line, 28, 32OLAP Outliner, 102Outliner, 44Request line, 25Section pane, 22Section toolbar, 64Sections/Catalog pane, 130Sort line, 40, 77, 82Sort line in Pivot, 58Table Outliner in report, 73

Show All ItemsPivot menu item, 54

Show As ChartOLAP menu item, 124

Show Column Totalmenu item, 76

Show legend box, 68Show Section/Catalog, 73Show Section/Catalog button, 22, 84, 130side label, 102Side Label, 46, 50, 51, 104, 107, 109

add to Pivot Outliner, 46OLAP rule, 104Pivot, 44reorder in OLAP Outliner, 108

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reorder in Pivot Outliner, 52Side Label pane, 46, 104, 108

Pivot, 45Side to Top label in OLAP, 107Slicer, 112, 148

rule, 112Slicer button, 113, 114Slicer pane, 113

close, 114smaller dataset

group items, 60sort, 58

ascending, 39chart axis, 66default, 40descending, 39multiple items, 39nested, 39number of, 40order, 39Query, 31Report by Groups, 82Report table column, 77

Sort By drop down, 59Sort Descending

shortcut menu item, 78Sort Descending button, 78Sort line, 20, 39

build in Pivot, 58hide, 40, 59, 78, 83Pivot, 44, 59Query, 31, 32Report, 72show, 40, 77, 82

Sort line button, 40, 58, 59, 77, 78, 82, 83Chart, 66Pivot, 44

Sort Now button, 40Sort Type drop down, 59SQL, 32, 119, 148Standard Width

Column menu item, 34start

BrioQuery, 14, 90, 128tutorial 1, 14tutorial 2, 90tutorial 3, 128

State item limit, 28

Structured Query Language, 32, 148subset of data

focus, 53hide, 53

Sumdata function, 42Data Functions menu item, 57

summarize data, 41support

email, xviitechnical, xvii

Suppress Duplicatesshortcut menu item, 77

surface average, 56surface values

example, 56total function, 56

System Requirements, xvi

TTable button, 73table catalog, 21, 148Table Catalog

DataModel menu item, 21table column sort, 77Table Dimension column

format, 77Table Dimension pane, 74Table Fact

format, 76Table Fact pane, 74table in database, 21table in Results section, 3Table Outliner

Report, 72show, 73

Table section embedded in EIS section, 135tabular data, 6, 42tabular report

build, 73create, 73

technical bulletins, xvitechnical support, xvii

email, xviitelephone, xvii

temporary conditions, 4terms

OLAP, 100

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166 Index

Pivot, 44test your EIS section, 141text column

format, 36text convention, xvText Label

Insert Graphic menu item, 83Toolbars

View menu item, 64, 65Toolbars menu

Section, 64, 65Top and Side Labels, 148Top Label, 47, 48, 50, 105, 107, 109

add to Pivot Outliner, 46, 48OLAP rule, 104pane, 48pane, 105Pivot, 44to Side Label in OLAP, 107

Top Label pane, 46Pivot, 45

Topic, 19, 22, 24, 25, 89, 149data model, 20, 24join, 23joined, 24

Topic Item, 22, 24limit, 28

totaladd to Pivot, 55remove from Pivot, 59remove warning, 60

Total Fieldformat, 81

total functionadd to Pivot, 56

turn off database totals, 122, 123turn on database totals, 122tutorial

assumptions, xiiioverview, xiii

tutorial 1, xiv, 13create a BrioQuery document, 13finish, 87objectives, 14overview, 14start, 14

tutorial 2, xivcreate an OLAP Query, 89

finish, 125objectives, 89overview, 89start, 90

tutorial 3, xivEIS Executive Information System, 127finish, 142objectives, 127overview, 128start, 128

tutorial_3.bqy, 128tutorial_olap, 98tutorial_sample, 18

Uunderlying average, 56underlying values

data function, 56example, 56total function, 56

ungroup itemsin Pivot, 61

Ungroup ItemsPivot menu item, 61

ungroup labels, 61unjoined topic, 23, 24updates to documentation, xviii

VValues for dimension folder, 112View menu

Section/Catalog, 73, 99Toolbars, 64, 65Zoom, 79

view online help, xivview serial number, xviiiView-only, 138visible oval, 140

Wweb

Brio Technology site, xvi, xviibrowser, 11, 19client, 11, 12

Who is This Manual For?, xvwiden column, 77

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BrioQuery Explorer User Manual 167

XX-Categories pane

add to, 65Chart, 65

ZZ-Categories pane

add to, 67

Chart, 67zoom

Report, 70Zoom

View menu item, 79Zoom button

Report, 72Zoom menu

Fit Page Width, 79

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168 Index