Creating content with Infor BI Self-Service templates

Application Studio provides a package of templates from which you can create reports.

Single steps required to create reports vary depending on the template, but they all share some common basics: You can select a database and a database cube. In some of the templates, you can also select elements from one or more dimensions. For example, to create a bar chart you specify which elements form the category and measure axes. Some templates also provide options to specify the appearance of the report.

All templates include an element picker. You can use this to filter values in other reports. For example, on a dashboard, place a chart displaying sales by region, and the element picker. Configure the element picker to display elements from a Region dimension. Selecting different regions in the element picker changes the data displayed in the chart. This communication between the chart widget and the element picker is handled automatically but can be configured.

Each report created from a template has a settings icon to display report options. Options vary depending on the report. They include, for example, options to change report filters. Tabular reports, in which one dimension forms the rows and another forms the columns, also have options on the column dimension. These include selecting which elements form the columns, and suppressing zero values.

To create a report: