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HTG_B1_92_InteractiveAnlys.pdf
Table of Contents
1 Introduction ................................................................................................................ 5
2 Authorizations for Excel Report and Interactive Analysis................................................... 6
3 Launching the Excel Report and Interactive Analysis Designer............................................8
4 Logging on to a Company ............................................................................................. 9
5 EXCEL REPORT Tab ................................................................................................... 11
5.1 Tab Overview............................................................................................................ 11
5.1.1 EXCEL REPORT Ribbon ......................................................................................... 11
5.1.2 Formula Bar ...........................................................................................................14
5.1.3 Data Source Panel ..................................................................................................14
5.1.4 Worksheet .............................................................................................................14
5.1.5 Group and Section Panel ..........................................................................................14
5.1.6 Message Panel....................................................................................................... 15
5.2 Basic Operations....................................................................................................... 15
5.2.1 Creating the Excel Report.........................................................................................16
5.2.2 Saving the Report .................................................................................................. 31
5.2.3 Viewing the Report Result ....................................................................................... 31
5.3 Advanced Operations ................................................................................................ 32
5.3.1 Working with Parameters ......................................................................................... 32
5.3.2 Working with Filters ................................................................................................ 55
5.3.3 Working with Group, Details Group, and Field ............................................................. 59
5.3.4 Working with Functions ........................................................................................... 80
5.3.5 Working with Calculations ........................................................................................ 86
5.3.6 Working with Time Functions .................................................................................... 88
5.3.7 Exporting and Importing Report Packages ................................................................. 103
5.3.8 Managing Excel Reports ......................................................................................... 107
6 INTERACTIVE ANALYSIS Tab ...................................................................................... 108
6.1 Tab Overview............................................................................................................ 108
6.1.1 INTERACTIVE ANALYSIS Ribbon ............................................................................ 108
6.1.2 Formula Bar .......................................................................................................... 109
6.1.3 Worksheet ............................................................................................................ 109
6.1.4 Message Panel....................................................................................................... 109
6.2 Basic Operations....................................................................................................... 109
6.2.1 Creating the Pivot Table .......................................................................................... 110
6.2.2 Saving the Pivot Table ............................................................................................ 116
6.3 Managing Pivot Tables ............................................................................................... 116
7 Troubleshooting ........................................................................................................... 117