Set Analyzer report options (archive)

Archived. Content merged into "Pentaho Analyzer".

In your report, you can modify how blank measures display, define drill-through columns, and show or hide totals for columns and rows.

To open the Report Options dialog box, select the More actions and options button, and then click Report Options.

Report Options menu

Working with rows where the number cell is blank

Blank cells are values in your report that are null or empty. You can control how Analyzer displays blank values. You can also control when Analyzer shows rows or columns with blanks.

Report Options dialog box

Set blank measure display

Analyzer reports break down number fields (like Sales) by text fields (like Product Name). If a product did not sell, the report may show 0, a blank, or a dash (-).

Blank and zero behave differently in calculations. For example, averages include zeros but exclude blanks.

To change how blank measures display:

• In the Blank Cells section, set Blank measures display as.

Show rows or columns when measures are blank

Analyzer hides rows and columns when all measures in the row or column are blank. This default gives the best performance.

If you have calculated measures that return values without base measure data, you can show more rows or columns. For example, YTD Sales for a Month can exist even when monthly sales are blank.

To change when Analyzer shows rows or columns:

• Select an option in Show rows or columns with.

The options are:

• Measure data

  Shows combinations with measure data defined by relationships in the database. This option is used most often.

• Measure and calculated measure data

  Shows Measure data combinations plus additional combinations created by MDX calculations. Use this option with Measure data.

• Show all even blank measures

  Shows all attribute combinations as a Cartesian join. Use this option to verify dimension combinations without fact data. For example, show Product Line and Sales Territory combinations with no sales.

If you use Measure and calculated measure data or Show all even blank measures, Analyzer computes cross-joins in memory. Processing increases significantly. Changing these options prompts a performance warning.

Blank cell options and performance warning

This property can be enabled or disabled by an administrator. See the Administer Pentaho Data Integration and Analytics document for details.

What happens when there is no number field on the report?

The following rules apply:

• If there is only one text field (for example, Product Line) and no number field, Analyzer displays all values. For example, it shows product lines even when they have no data.

• If there is more than one text field (for example, Product Line and Region) and no number field, Analyzer may hide some values. This can happen when you show rows or columns with measure and/or calculated measure data. Do not draw conclusions in this state. Add a number field instead.

These rules reduce confusion when expected values do not appear. Also consider usability and performance when showing every combination.

Turn on drill-through links

You can use drill-through links in Analyzer to view all individual records that make up an aggregate value in your report.

Turning on drill-through links turns all non-calculated number fields into links. When you click a link, Analyzer opens a configurable data grid.

The drill-through grid shows all levels and non-calculated measures that are defined in the report cube by default.

If needed, you can select the columns you want to show in the grid so that report designers only see the selected columns. This is useful if your report cube contains many levels and measures and you want to show only specific data for analysis.

Drill-through links are not available under the following conditions:

• Any calculated measures, including schema-defined calculated measures and user-defined measures, such as percentages, running sum, and trend measures.

• Measures and levels set as hidden in the Available Fields list will not be visible in the Drill-Through view. For more information, see Hide and unhide fields.

• Subtotaled cells.

Follow the directions below to turn on drill-through linking in the Report Options dialog box.

1. In the Cell drill-through section, select the Drill-through links on measures check box.

   The number fields in your report will turn into links.

2. Click the Select drill-through columns to select the columns you want to appear.

3. Click OK.

   The measure fields in your report will turn into links.

You now have drill-through links for numeric, non-calculated members.

If you choose, you can later disable the drill-through links by clearing the Drill-through links check box.

Options for totals

By default, grand totals do not display when you view a report as a pivot table. Also, totals never display when you view a report in chart format.

Below are the options for showing and hiding grand totals for rows and columns.

• Grand totals for rows

  Select to display grand totals for rows in your report.

• Grand totals for columns

  Select to display grand totals for columns in your report

• Totals with filtered values

  Select to display totals which include filtered values. By default, totals only display the sum of the values which are visible on the report. If you want to see a total that includes the values that are filtered out, right-click on the Grand Total cell in the report and select Display Totals that Include Filtered Out Values from the menu.

• Totals on top/left

  Select to display totals at the top for column totals and on the left for row totals in a pivot table. Typically, totals appear at the bottom of columns and at the end of rows.

To hide grand totals while viewing a report as a pivot table, right-click the Grand Total cell on the report, and select Hide Grand Total from the menu. This method does not allow you to show grand totals again once it is hidden.

Freeze column headers and row labels

If you have long columns and rows of data that extend beyond the viewable area of the report window, you can freeze the column headers and row labels. When you scroll through your report, your frozen column headers and row labels always remain visible.

Below are the options for freezing identifying labels for columns and rows.

• Column headers

  Select to freeze the column headers in your report. The column headers will remain visible when you scroll down.

• Row labels

  Select to freeze the row labels in your report. The row labels will remain visible when you scroll right.

Set default report options

As an administrator, you can add default report options that are applied whenever a new report is created. Adding default report options does not apply the changes to existing reports. You can modify the options on reports without affecting the default option settings. You can also set an existing report back to the default settings by clicking the Reset to default link on the Other tab of the Report Options dialog box.

Role permissions are as follows:

Actions	Administrator	Power user	Business analyst (View-only)
Set	X
Reset	X	X
Remove	X

Perform the following steps to set a default report option:

1. Open the report you want to modify.

2. Select the More actions and options button, then click Report Options.

   The Report Options dialog box displays.

3. Enter the new default options in the Report Options dialog box and select Set as default for all reports.

   The Alert dialog box displays and gives you the option of canceling your changes.

4. Click OK to apply your new defaults.

   The default options are set for new reports.

   Note: Default settings cannot be applied to the dimensions that are available on the Drill-Through Columns dialog box.