Using Period as a slicer

By restricting the Period hyperblock to All Years, we have made the report less flexible. To correct this, we can 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 it.
  3. Name the combo box Period.
  4. Click C11 and open the Edit OLAP Formula dialog box. In the Selection column, click =C10 and select ListViews > Period.
    The formula now references ReportObjects.Period.Text instead of the Period hyperblock in cell C11.
  5. Select the Period hyperblock and press Delete.
    In View mode, you can now view the Actual, Budget, Forecast and Deviation figures for any year, quarter or month.
  6. Allow writeback on the formula in D11 .
  7. Format D11 with a background color.

    We now have a report in which we can enter budgets and forecasts. It is unlikely that users who budget and forecast monthly or quarterly are the same as those who budget and forecast on an annual basis.

  8. Select the Period combo box and use the Select Children option in the list designer to select children of All Years.
  9. Edit the formulas in C11, D11 and E11 to reference All POS and All Channels.
    In the Hierarchy column of the Edit OLAP Formula dialog box click Formula adjacent to the POS selection. Select the Point of Sales hierarchy. Click Formula adjacent to the Channel selection and select the Channel hierarchy.
  10. Delete the POS and Channel combo boxes and their labels.
  11. Save the report and then create a copy called Tutorial9.