Using OLAP with Dashboards

4. Expand the ‘Global Worksheet’ node and the ‘Tutorial’ folder. Select the ‘ProductSales’ data worksheet, and click ‘OK’.

5. Drag a crosstab element from the ‘Component’ pane to the viewsheet.

6. In the top toolbar of the crosstab, click on the ‘Edit’ button to open the data binding dialog of the crosstab.

7. Select the ‘Orders:Order Model’ OLAP cube option from the list titled ‘Select Table...’.

8. Expand the ‘Dimensions’ node by clicking on the arrows to the left side. Drag the ‘Product’ attribute into the region labeled ‘Column Headers (X Axis)’.

9. Expand the ‘Measures’ node by clicking on the arrows to the left side. Drag the ‘Quantity Purchased’ attribute into the region labeled ‘Measures (Y Axis)’

10. Click on the ‘Apply’ button (the arrow on the top right) to return to the crosstab view.

11. Drag a Drill Box element from the ‘Component’ pane into the viewsheet. (A Drill Box is a selection element that lets you drill down on a crosstab table.)

12. Right-click on the title row of the Drill Box and select the ‘Properties’ option from the drop-down list. This opens the ‘Drill Box Properties’ dialog:

a. Set the ‘Target’ to the crosstab that the Drill Box will control.

b. Set the ‘Selection Mode’ to ‘Single Value’ if you want a drop-down drill box, or ‘Multiple Value’ if you want a multi-select drill box. (We use ‘Single Value’ for this example.)

c. Click ‘OK’.

13. Test the drill box: Select ‘Educational’ from the drop-down list.

14. Resize the Drill Box as desired. Preview the viewsheet, and select ‘Personal’ from the drop-down selection list.

As you make changes using the Drill Box, you will see that the Crosstab results are immediately updated. This helps you to explore the different products and the quantities purchased for each category.

Banking Industry Customer Testimonial

“We purchased InetSoft with the goal of developing a management reporting dashboard system. We anticipate that this software will help us put key metrics in front of our executives in a concise but powerful format in order to get managers to focus on profitability drivers. In addition, we hope this greatly enhances the ease with which managers can access vital information.” - Aaron Taylor, Senior Vice President & ALM Manager at PlainsCapital Bank

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