Session 3: Reporting in Excel
Lesson 2 – Tailored Views

You’ve completed the first two sessions of the Jedox Platform Basics course and now feel confident in your understanding OLAP terminology and using the Jedox Modeler to check which dimensions contain which elements and navigate your data model in general. Now that you have either your own data model at your disposal (such as one you created manually following the lessons in Session 2 or from an existing workbook using Data-Driven Modeling, as also covered in Session 2) or use one of the samples available with your free Jedox trial installation, you are ready to learn how to view the data stored in a cube in the Excel front end. The quickest way to do so is what this first lesson covers: ad-hoc reports. Since “viewing” is what you want to do, it follows that you click on the “View” button in the Jedox Excel Add-In, which opens the Paste View dialog. This allows you to quickly set up or rearrange your ad-hoc report so that you can check out the different slices of your cube with ease. Don’t forget to keep in mind which database/server you will be using so that you can find the right cube. You’ll see how to interact with the different areas of an ad-hoc report, like swapping the rows and columns, being able to double-click on elements in bold (consolidated elements) in order to expand them, and how to use the dimensions at the top of an ad-hoc report for dynamic filtering using the Choose Element dialog. Here you’ll learn how to further tailor your ad-hoc reports, and in the following lesson, you’ll see how to create dynamic lists of elements with a feature called subsets.

Get familiar with Jedox as a platform by watching our Platform Basics course, where you can learn how to create ad-hoc reports, customized reports, and set up data models among other things. Check out the Jedox Blog for some great practical examples and our user documentation resource at the Jedox Knowledge Base.