Adding/Editing elements

You can add more elements to a business/report cube, or editing any of the existing elements at any time to suit your requirements.

Adding a category

To add a category, follow the steps below:

1. Do one of the following:
   • In the Catalog Browser resource tree, select the business/report cube or any existing category, right-click it and click Add Category on the shortcut menu.
   • In the Catalog Browser resource tree, select the business/report cube, right-click it and click Edit Business Cube/Edit Report Cube on the shortcut menu, then in the Business/Report Cube Editor window, select the business/report cube or any existing category in the right panel, then,
     • Right-click and select Add Category from the shortcut menu.
     • Click Insert > Category on the menu bar.
     • Click the Insert Category button on the toolbar.

   The Category Property dialog is displayed. See the dialog.

   

2. In the General tab, set the name and display name of the category in the Name and Display Name text fields. The name and display name must be unique at current level.
3. Type a description for the category in the Description text box if required, which will be shown when you hover the mouse pointer over the category in the Resources panel of Page Report Studio.
4. Click the Security tab and set permission to dimension elements as required (for details, see Member-level security).
5. Click OK. A new category will be added to the business view or the selected category. You can then add view elements to it.

Editing a category

To edit an existing category:

1. Do either of the following to open the Category Property dialog.
   • In the Catalog Browser resource tree, select the category you want to edit, right-click it and click Edit Category on the shortcut menu.
   • In the Catalog Browser resource tree, select the business/report cube, right-click it and click Edit Business Cube/Edit Report Cube on the shortcut menu, then in the Business/Report Cube Editor window, select the category you want to edit in the right panel, right-click it and select Edit Category from the shortcut menu.
2. In the General tab, edit the general information of the category.
3. In the Security tab, edit the security information.
4. When done, click OK to accept the changes.

Adding a cube element

To add a cube element, take either of the following two ways:

• Adding via dialog
  1. Do one of the following:
     • In the Catalog Browser resource tree, select the business/report cube or any existing category, right-click it and click Add View Element on the shortcut menu.
     • In the Catalog Browser resource tree, select the business/report cube, right-click it and click Edit Business Cube/Edit Report Cube on the shortcut menu, then in the Business View Editor window, select the business/report cube or any existing category into which you want to add the cube element in the right panel, then,
       • Right-click and select Add Cube Element from the shortcut menu.
       • Click Insert > Dimension/Measure/Detail on the menu bar.
       • Click the Insert Dimension button , Insert Measure button , or Insert Detail button on the toolbar.

     The Add Cube Element dialog is displayed. See the dialog.

     

  2. In the General tab, decide the type of the cube element by selecting the corresponding item from the Type drop-down list.
  3. In the Name text field, specify the name of the cube element as required. The name must be unique at current level.
  4. Click the button next to the Mapping Name text field to specify the mapping field of the cube element.
  5. Specify the display name of the cube element in the Display Name text field.

     By default, the display name is the same as the mapping name. You can change it according to your requirements. The display name must be unique at current level.

  6. If you choose to create a measure object, click the Aggregate Function drop-down list to specify the aggregate function for the object. However, if the measure object is mapped to a formula which references a dynamic summary, you are not allowed to specify the aggregate function for the object.
  7. Specify the tooltip and description of the cube element in the Tip and Description text boxes respectively if required, which will be shown when you hover the mouse pointer over the cube element in the Resource View panel of Page Report Studio.
  8. Click the Security tab and set permission to dimension elements as required (for details, see Member-level security).
  9. When done, click OK to close the dialog.
• Adding by dragging

  In the Business/Report Cube Editor window, drag a table, DBField, formula or summary from the Resource Objects panel to the business/report cube or a category. Then, all DBFields in the table, the DBField, formula or summary will be added as cube element into the business/report cube or that category, and JReport will determine their types automatically.

Editing a cube element

To edit an existing cube element:

1. Do either of the following to open the Edit Cube element dialog.
   • In the Catalog Browser resource tree, select the cube element you want to edit, right-click it and click Edit on the shortcut menu.
   • In the Catalog Browser resource tree, select the business/report cube, right-click it and click Edit Business Cube/Edit Report Cube on the shortcut menu, then in the Business/Report Cube Editor window, select the cube element you want to edit in the right panel, right-click it and select Edit from the shortcut menu.
2. In the General tab, edit the general information of the cube element.
3. In the Security tab, edit the security information.
4. When done, click OK to accept the changes.