Using Period as a slicer

By restricting the Period hyperblock to All Years, we have made the report less flexible. To correct this, we will link the Period dimension to a combo box.

  1. Open the Tutorial8 report.
  2. Create a combo box in cell A6 and drag the Period dimension onto cell A6.
  3. Name the combo box Period.
  4. Click C11 and open the Edit OLAP Formula dialog. For the Period dimension, select ReportObjects.Period.Text from the Element list.
  5. Select the Period hyperblock and press <Delete>.
    In Report Mode, you can now view the Actual, Budget, Forecast and Deviation figures for any year, quarter or month.
  6. Change the formula in D11 to a RWC formula.
  7. Format D11 with a background color.

    We now have a report in which we can enter budget and forecast figures. It is unlikely that the users who enter budgets and forecasts for individual months and quarters will be the same as those whom budget and forecast on an annual basis.

  8. Use Structure Selection so that the Period combo box lists only the individual years from 2002 to 2005.
  9. Edit the formulas in C11, D11 and E11 to reference All POS and All Channels.
  10. Delete the POS and Channel combo boxes and their labels.
  11. Save the report and then create a copy called Tutorial9.