Adding an ad-hoc report

You can add a new ad-hoc report using an available data connections.

  1. Select Toolbox > Ad-hoc report.
  2. Select a data connection from the list.
    Note: Available are data connections that are included in the application through which you are accessing the Ad-hoc Report widget.
  3. Select a cube from the list.
  4. Select the hierarchies for columns and rows of the data grid. Click the Add icon and select required hierarchies.
    Note: The Add report button is disabled until you select hierarchies for columns and rows.
  5. When you select a hierarchy as columns and rows, the whole hierarchy is displayed.
    The elements panel for columns and rows shows a Selections section. This section lists all elements and functions that you use to select elements in the hierarchy. In the Selections section, you can perform these actions:
    • Delete any of your selections. Click the Trash icon.
    • Order elements in the data grid. Click the Break Hierarchy icon and then drag elements to their new positions.

      If you do not click Break Hierarchy, then the element order of a hierarchy is used.

    • Activate a financial reporting mode. Select the Financial Mode from the list.
    • Activate a standard report view. Select the Standard from the list.
    • Indent elements. Indentation of elements is enabled by default. To disable indentation, click the Indent icon.
    • Resize the Selections section. Drag the top line of the section. To maximize the section, double-click the four-dot icon on the top line of the section or click the double arrow-up icon. To restore the regular size of the maximized section, double-click the four-dot icon on the top line of the section. To minimize the section, click the double arrow-down icon.
    • Search for a specific selection. Click the Search icon and specify the required selection.
    • Click a three-dot icon on the menu bar in the elements panel to select global functions for a specific hierarchy. For example, top elements and levels. This dynamic selection is available only for columns and rows.
    • Click the three-dot icon in the line with a specific element to select functions used for that element. For example, a parent, siblings, or children of an element. This dynamic selection is available only for columns and rows and enables you to select dynamic subsets of a hierarchy.
  6. Optionally, select the hierarchies for filters. Click the Add icon and select the check boxes of the required hierarchies.
    Alternatively, you can click the Auto Fill icon to add the default hierarchies of unused dimensions. Unused dimensions are those from which you have not manually selected any hierarchies for columns and rows. We recommend that you select hierarchies for columns and rows before you use this function. Otherwise, all default hierarchies are selected for filters.
  7. When you select a hierarchy as a filter its default element is used. To select one or more other elements instead, click the Expand icon on the selected hierarchy and perform any of these actions:
    • Expand elements in the elements panel and select the check boxes of the required elements.
    • Click the Search icon in the elements panel to look for specific elements to select.
  8. Click Add report.
    You can update a generated report by selecting another data source, adding or removing columns, rows, and filters or by changing column, row, and filter elements. Click Data on the toolbar.