SUPPORTCALLS WITH OUTLOOK
Help Documentation & Guide to SupportCalls System

Working with OLAP Grid

The OLAP Grid view is comprised of a multi-dimensional table with expandable nodes. These nodes group and display data according to the hierarchies used to define the measures and dimensions upon which the underlying data has been organized. In tandem with the OLAP Chart view, the OLAP Grid view provides an ideal means of clearly conveying data to the user. It is highly navigable and quickly provides detailed information to the user. The speed with which data recall occurs and the strong formatting the grid enforces ensure data is always presentable and easily understandable. Consequently, OLAP Grid views can easily be ported to spreadsheet applications for report compilation purposes.

Additionally the OLAP Grid view allows users to effortlessly add and remove categories, filter and sort categories, and drill up or drill down on data using powerful built-in menus. One of the greatest benefits this affords is that it allows users to explore, navigate and refine data until the desired snapshot is achieved. Once in place this snapshot can then be reflected in a complementary chart. This is possible as OLAP operations in Grid view can be synchronized with Chart view. These two data views can then be deployed side-by-side or on top of one another.
 
Data Visualization
bullet Unicode support.
bullet Simultaneous display of several different measures in the Grid.
bullet Simultaneous drilling down based on different parameters: up to the nearest child, up to the next level, up to the next hierarchy.
bullet Saving and restoring the current OLAP-slice.
bullet Hierarchy members grouping (including multilevel and parent-child hierarchies).
bullet Separate sorting on different hierarchy levels. Possibility to override any sorting method.
bullet Ascending or descending sorting based on the cell values in any column of the Grid.
bullet Filtering of hierarchy members with or without applying these filters to the OLAP calculations.
bullet Auto filtering of the hierarchy members depending on their values in the Grid. Major/minor members selection, either based on their rank or on the Pareto principle.
bullet Replacing hierarchy members by drag-n-dropping them within the Grid.
bullet Auto sizing of cells depending on their contents.
bullet Flexible export to MS Excel, HTML, GIF, JPG, PNG, BMP, CSV, TXT, PDF formats.

 

Operating the OLAP-slice
The OLAP-slice data are displayed in a table, whose appearance may be amended to some extent. For operating the current OLAP-slice there are the following functions available:
  1. Navigation
  2. Selecting and copying data
  3. Drilling, sorting and moving hierarchy members
  4. Operating context menus
  5. Filtering data
  6. Editing data
  7. Setting the column width
     

1. Navigation - You can easily navigate the data using the keyboard:

Button Action
Home Move to the first cell of the row
End Move to the last cell of the row
PageUp Move one page up
PageDown Move one page down
Ctrl+Home Move to the top left cell
Ctlr+End Move to the bottom right cell

Using the mouse, you can scroll the table up and down.

Mouse Action Component Action
Scrolling the mouse wheel Vertical scrolling of the table
Scrolling the mouse wheel with the Shift button held down Horizontal scrolling of the table

 

2. Selecting and copying data - The data area in the component can be selected like everything else in Windows:

  • select all the cells pressing Ctrl+A;
  • capture the area with the mouse;
  • change the boundaries of the selected area with direction buttons, holding down the Shift button.

You can copy the data from the selected area to the clipboard by pressing Ctrl+C. If there’s no selection, pressing these buttons will copy the whole OLAP-slice to the clipboard.

3. Drilling, sorting and moving hierarchy members - To perform the drilling of the hierarchy members press buttons on the Grid cells. If there’s only one drilling button in a cell, then, instead of pressing it, you can double-click the cell itself. By default, the drilling buttons are shown only in the cells under mouse. To see all the buttons, press the Ctrl button. The last cells in the column area of the hierarchy members allow showing the sorting direction. A pointer that indicates the descending order of data illustrates it. You can manage the sorting modes by single clicking on the cells of the specified area: they are changed cyclically [descending sorting] -> [ascending sorting] -> [no sorting].

 

4. Operating context menus -The context menu, called by right clicking a table cell, partly duplicates the OLAP-slice control functions.

Hierarchy levels' menu

The view of context menu of the hierarchy levels' area

There is a list of commands available in the context menu of the hierarchy levels’ area
Command Function
Show totals first Show the aggregated cells before all the rest
Show totals last Show the aggregated cells after all the rest
Don’t show totals Do not show the aggregated cells
Default sorting Range hierarchy members by default
Sort ascending Range the hierarchy members by values from the bottom to the top
Sort descending Range the hierarchy members by values from the top to the bottom
Aggregate all hierarchy members Aggregate all the hierarchy members (including hidden)
Aggregate visible members only Aggregate the visible hierarchy members only
Drill all down\ to the next hierarchy Drill all down to the next hierarchy
Drill all down\ to the next level Drill all down to the next level
Drill all down\ to the same-level children Drill all down to the same-level children
Drill all up Collapse all the elements of this level
Clear filter Remove any applied filters
Filter on captions Set the filter for measures
Show empty cells Show the cells with no aggregated values
Create new group … Create a new group. It will appear at the first level of the hierarchy
Copy selection Copy the selected area to clipboard
Conditional formatting Show the Conditional formatting menu

 

Hierarchy members' menu

The view of the context menu of the hierarchy members' area

The functions of the hierarchy members' area menu:
Command Function
Drill down to the next hierarchy Open the node up to the next hierarchy in the current area, ignoring all the lower levels of the current hierarchy
Hide this member Hide the member
Hide all members except this Hide all the members of the hierarchy, except the selected one
Hide all members above this Hide all the members of the hierarchy above the selected one
Hide all members below this Hide all the members of the hierarchy below the selected one
Show only the top Show the top elements of the level. Their number is specified in the sub-menu. If you specify a percent value there, then the picking of members will be such that their total value does not exceed the one, specified in the sub-menu.
You can choose a threshold value from those offered in the appropriate menu item or set your own one, selecting Other from the menu.
Show only the bottom Show the bottom elements of the level. Their number is specified in the sub-menu. If you specify a percent value there, then the picking of members will be such that their total value does not exceed the one, specified in the sub-menu.
You can choose a threshold value from those offered in the appropriate menu item or set your own one, selecting Other from the menu.
Filter on captions Set the filter for measures
Create new group.. Create a new group on the current level
Copy selection Copy the selected area to clipboard
Conditional formatting Show the Conditional formatting menu

 

The menu for groups of hierarchy members

The view of the context menu above the group cell

The context menu that appears above the group cell:
Command Function
Hide this member Hide the selected member
Hide all members except this Hide all the hierarchy members except the selected one
Hide all members above this Hide all the hierarchy members above the selected one
Hide all members below this Hide all the hierarchy members below the selected one
Show only the top Show the top elements of the level. Their number is specified in the sub-menu. If you specify a percent value there, then the picking of members will be such that their total value does not exceed the one, specified in the sub-menu.
You can choose a threshold value from those offered in the appropriate menu item or set your own one, selecting Other from the menu.
Show only the bottom Show the bottom elements of the level. Their number is specified in the sub-menu. If you specify a percent value there, then the picking of members will be such that their total value does not exceed the one, specified in the sub-menu.
You can choose a threshold value from those offered in the appropriate menu item or set your own one, selecting Other from the menu.
Filter on captions Set the filter for measures
Create new group Create a new group
Delete this group Delete the selected group
Clear this group Clear the selected group
Rename this group Rename the selected group
Copy selection Copy the selected area to clipboard
Conditional formatting Show conditional formatting menu


 

Measure values' menu

The view of the measure values' menu

The context menu that appears above the group cell:
Command Function
Sort ascending Range the cells in the column by values from the bottom to the top
Sort descending Range the cells in the column by values from the top to the bottom
No sorting Remove any sorting
Filter on captions Set the filter for measures
Hide this measures Hide the selected measure
Show as Specify the display mode of the current measure in the Grid:
default
percent aggregated value in the row
percent parent element of the row
percent parent element of the column
percent total aggregated value
Copy selection Copy the selected area to clipboard
Conditional formatting Show conditional formatting menu

 

5. Filtering data - The filtered elements (hierarchies or measures) are automatically placed on the filters' panel. To start filtering, move the element to the filters' panel. In case the element has not been filtered, the appropriate editor will launch (the Hierarchy Editor for hierarchies and the Measure Filter Editor for measures). In the filters' panel, you can launch an editor for each element independently.

The buttons for launching the editor () are placed on the panels in the Hierarchy levels’ area. If the button looks like this (), it means the hierarchy had hidden members inside. Pressing the button starts the Hierarchy editor.




6. Setting the columns' width - You can change the width of columns in the data display area by dragging the right boundary with the mouse. If possible, these changes will be saved during other operations with the table (like drilling, sorting, etc.) To return to the original width, double click the right boundary of the column where it is visible. In case there were such changes in the table that saving the assigned width of the columns was impossible (for example, if as a result of the Collapse drilling, the column with the assigned width has disappeared), it will be set automatically. Unfortunately, if you operate a big table, calculating the columns’ width takes up too much time. This is why if there are more than 10, 000 cells in your table, their width will be set to default, but it can be corrected later.
 

 

 

 

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