Adding Actuals data

After creating the Actuals query, you must set it up so it returns the appropriate actual volume data when the report is run.

  1. Click Queries.
  2. Double-click the Actuals query to edit it.
  3. Under Insertable objects, select the Sources tab, and then drag these query items into the Data Items section:
    Namespace > Query Subject > Query Item
    Actual Results > Store > Store Name
    Actual Results > Forecast Driver > Volume Type
  4. Click Toolbox and then drag a Data Item object into the Data Items section.
    The Data Item Expression dialog box is displayed.
  5. Specify Calls in the Name field.
  6. Specify 0 (zero) in the Expression Definition field and click OK.
  7. Select the Calls data item and select Total in the Detail aggregation property.
  8. Under Insertable objects, click Sources and then drag the Actual Results > Actual Results > Volume query item into the Data Items section.
  9. Select the Volume data item and select Total in the Detail Aggregation property.
  10. Click Toolbox and drag a Filter object into the Detail Filters section.
  11. In the Expression Definition field, specify this expression and click OK:
     [Actual Results].[Actual Results].[Result Date] between 
     #$TIMESTAMP{$account.parameters.DB_TYPE }# 
     #prompt ( 'Start Date', 'date' )# 
     #$TIMESTAMP{$account.parameters.DB_TYPE + '.end' }# 
     and 
     #$TIMESTAMP{$account.parameters.DB_TYPE }#
     #prompt ( 'End Date', 'date' )# #$TIMESTAMP{$account.parameters.DB_TYPE + '.end' }#

    This expression creates Start Date and End Date parameters for the report.

  12. Drag a Filter object into the Detail Filters section.
  13. In the Expression Definition field, specify this expression:
    [Scheduling].[Store].[SKDGRP_ID] in (?Store?)

    This expression creates a Store parameter for the report.

  14. Click OK.
  15. Click the [Scheduling].[Store].[SKDGRP_ID] in (?Store?) filter.
  16. Click Show Properties and verify that the Usage property is set to Optional.
  17. Drag a Filter object into the Detail Filters section.
  18. In the Expression Definition field, specify this expression and then click OK.
    [Scheduling].[Store].[SKDGRP_ID] <> NULL

    This expression removes rows that do not contain a Store from the report results.

  19. Select the [Scheduling].[Store].[SKDGRP_ID] <> NULL detail filter, and select After Auto Aggregation for the Application property.