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Accessing Data and Data Analysis

281

Working in slice-and-dice mode

recalculate.

3. In the Section box, with your right-mouse button click the master of the section

that you want to deactivate.

4. Click Deactivate this section on the shortcut menu.

5. Click Apply.

The block appears in the section above the section that you deactivated.

NOTE

If you select a master that has masters beneath it, the pop-up menu gives you an

additional option to deactivate the master plus all its child masters. Similarly, if

you select a deactivated master that is not at the top of its master hierarchy, the

menu gives the option to reactivate the master plus all its parent masters. See To

deactivate or activate two or more sections at the same time on page 282.

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282

Accessing Data and Data Analysis

Using Slice and Dice Mode

To reactivate a section of a master/detail report

Once you have deactivated a section of a master/detail report, you can reactivate

it in the following way:

1. Open the master/detail report, then open the Slice and Dice Panel.

2. Click the tab of the block (table, chart or crosstab) that you want to

recalculate.

3. In the Section box, with your right-mouse button click the master that you now

want to activate.

4. Click Activate this Section on the shortcut menu.

5. Click Apply.

You can also perform this task by selecting and dragging the block back to its

original section. To do this, hold down your Alt key and click inside the block.

Position the cursor on the block’s border. When the cursor changes to a cross,

as shown in the margin, click the border. Hold down your mouse and drag the

block to its original section. When you release the mouse button,

BusinessObjects dynamically recalculates the data in the block.

To deactivate or activate two or more sections at the same time

In master/master/detail reports, which by definition contain two or more sections,

you can deactivate two or more sections at the same time:

1. Open the master/detail report, then open the Slice and Dice Panel.

2. Click the tab of the block (table, chart or crosstab) that you want to

recalculate.

3. In the Section box, click the master of the uppermost section that you want to

deactivate with your right-mouse button.

4. Click Deactivate this section and all sections below it on the shortcut menu.

5. Click Apply.

BusinessObjects recalculates the report.

6. To reactivate the sections:

7. Click the master of the lowest section with your right-mouse button (Quarter,

in the example above).

8. Click Activate this section and all sections above it, then click Apply.

Positioning data horizontally in slice-and-dice mode

All reports display data horizontally. In tables and crosstabs, data appears in

columns, and in charts, data is plotted on the X-axis that runs from left to right.

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Accessing Data and Data Analysis

283

Working in slice-and-dice mode

In the Slice and Dice Panel the Block Structure box shows dimensions and

measures that appear horizontally in a table, crosstab or chart. :

You can use the Slice and Dice Panel to move variables horizontally, using drag-

and-drop. You can also swap two variables.

X To drag a variable horizontally to a new position

Select an icon, hold down your mouse button and drag the icon horizontally, left

or right, to its new position. As you move the mouse, the cursor changes, as

shown in the margin. Release your mouse button to drop the icon at its new

position. Click Apply to display the data in its new position in the report.

X To swap two variables horizontally

To swap two variables horizontally, hold down the Shift key and select one of the

icons you want to swap. The cursor changes to show that you are carrying out a

swap operation, as shown in the margin. Drag the icon horizontally until it is

above the other icon you want to swap, then release your mouse button. Click

Apply to display the swapped data in the report.

Dimensions and

measures as

represented in the

Slice and Dice

panel.

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284

Accessing Data and Data Analysis

Using Slice and Dice Mode

Working with crosstabs and 3-D matrix charts

The Slice and Dice panel makes working with crosstabs and 3-D matrix charts

simple. The Block Structure box clearly shows the structure of the crosstab or 3-

D matrix chart.

Data that appears in rows.

Slice and Dice panel crosstab

symbol

Data that appears at row/

column intersections.

Data that appears in columns.

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Accessing Data and Data Analysis

285

Working in slice-and-dice mode

The following illustrations show the crosstab and the 3-D matrix chart that

correspond to the representation in the Block Structure box above.

Crosstab

3-D matrix chart

In slice-and-dice mode you can perform the following tasks with crosstabs and 3-

D matrix charts:

• build a crosstab or 3-D matrix chart from a table or 2-D chart, respectively

• reduce a crosstab or 3-D matrix chart to a table or 2-D chart, respectively

• reposition data that appears in rows or on the Z-axis

• move data between rows and columns (in crosstabs), and between the Z-axis

to the X-axis (in 3-D matrix charts)

• turn crosstabs into 3-D matrix charts and vice versa

The following sections describe how to perform these tasks, with the exception

of turning crosstabs into 3-D matrix charts and vice versa. This task is described

in “Transforming blocks in Slice-and-Dice mode” on page 289.

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286

Accessing Data and Data Analysis

Using Slice and Dice Mode

X To build a crosstab or a 3-D matrix chart from a table or 2-D chart

Here is the procedure:

1. Click inside a table or 2-D chart, then open the Slice and Dice Panel.

2. Select the icon of the data that you want to use to build the crosstab or matrix

chart.

3. Drag the icon until it is positioned above the icon that is furthest to the right in

the Block Structure box, then release your mouse button.

4. The icon appears above and to the right of the other icons in the Block

Structure box, as illustrated on page284.

5. Click Apply to make the crosstab or matrix chart appear.

Which icons you take depends on whether you want to include existing or new

data:

X To reduce a crosstab or 3-D matrix chart to a table or 2-D chart

When you reduce a crosstab or a 3-D matrix chart into a table or 2-D chart, you

take data out of the crosstab or matrix chart. You can:

• remove data from the report

• display the data in the 2-D chart or table

Here is the procedure:

1. Click inside a crosstab or 3-D matrix chart, then open the Slice and Dice

Panel.

2. Select the icon of the variable whose data appears in rows (if you are working

with a crosstab), or on the Z-axis (if you are working with a chart.) This icon is

located in the upper right-hand corner of the Block Structure box.

3. If you want to remove the data from the report, press the Delete key.

If you want to display the data in the table or 2-D chart, drag it down and to

the left, until it is at the same level as the other icons. Then, release your

mouse button.

4. Click Apply to make the table or 2-D chart appear.

To do this...

Then...

Use data that is already displayed in

the report,

take an icon from the Block Structure

or Section boxes.

Use data that is not yet displayed,

take an icon from the Available

Variables box.

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Accessing Data and Data Analysis

287

Working in slice-and-dice mode

X To reposition data vertically

You can place more than one variable in rows in crosstabs and on the Z-axis of

3-D matrix charts. You can reposition these variables, as illustrated here:

To move a variable up or down

Select an icon, hold down your mouse button and drag the icon vertically, up or

down, to its new position. As you move the mouse, the cursor changes, as shown

in the margin. Release your mouse button to drop the icon at its new position,

then click Apply.

To swap two variables vertically

To swap two variables vertically, hold down the Shift key and select one of the

icons you want to swap. The cursor changes to show that you are carrying out a

“swap” operation, as shown in the margin. Drag the icon vertically until it is above

the other icon you want to swap, then release your mouse button. Click Apply.

In this example, the

data for Quarter and

Year would appear in

columns in a crosstab,

or on the Z-axis of a 3-

D matrix chart. You can

move Year up, or

Quarter, down.

288

Accessing Data and Data Analysis

Using Slice and Dice Mode

X To move data between columns and rows in crosstabs

You can move data between the columns and rows of a crosstab using the Slice

and Dice Panel, by moving icons from and to the upper right-hand corner of the

Block Structure box:

To move data from rows to columns

Select an icon in the upper right-hand corner of the Block Structure box, hold

down your mouse button and drag it to the bottom left-hand corner of the box. As

you move the mouse, the cursor changes, as shown in the margin. Release your

mouse button and click Apply.

To swap two variables between columns and rows

Hold down the Shift key and select one of the icons you want to swap. Drag the

icon until it is above the other icon you want to swap. The cursor changes to show

that you are carrying out a “swap” operation, as shown in the margin. Release

your mouse button and click Apply.

X To move data between the X- and Z-axis in 3-D matrix charts

This task is equivalent to moving data between columns and rows in crosstabs.

Follow the procedures described in the preceding paragraphs. For “column” read

“X-axis” and for “row” read “Z-axis”.

Displaying and removing data in Slice-and-Dice Mode

The Slice and Dice Panel shows the data that is displayed in a report. It also

shows any unused data that you can display. More precisely:

• The icons that you can see in the Section box, and in the Block Structure box,

show the data that is already displayed in the report.

• The icons in the Available Variables box show all the data you can use,

In this example, the data for

Quarter and Year appears

in columns in the crosstab.

You can move either

variable to a row by

dragging Quarter or Year

next to Resort.

Accessing Data and Data Analysis

289

Working in slice-and-dice mode

whether or not it is already displayed.

Using the drag-and-drop technique, you can display unused data in the report,

and you can remove data that is already displayed. Once removed, the data

remains available for later use.

X To display data in the report

1. In the Available Variables box, drag an icon to the Section box to display it as

a master, or double-click it to display it in the block.

2. Click Apply to display the data in the report.

X To remove data from the report

1. Select an icon in the Section box or the Block Structure box.

2. Drag the icon to the Available Variables box, and release the mouse button.

Alternatively, press the Delete key.

3. Click Apply to remove the data from the report.

Deleting, renaming and resetting blocks in Slice and Dice mode

You can delete, rename and reset blocks in slice-and-dice mode. To do so:

1. Click the tab of the block you want to work on. To select multiple blocks, hold

down the Ctrl key then click each one.

2. Click your right-mouse button.

The shortcut menu appears.

3. Click the command that corresponds to the task you want to perform.

• If you select the Rename command, you must type the new name in the

dialog box that appears, then click OK.

• The Rename command is not available for multiple tabs.

4. Click Apply.

TIP

You can reset one or more blocks using the procedure described above. To reset

the whole report, click the Reset button on the Slice and Dice Panel toolbar.

Resetting a block or a report removes any formatting you have applied.

Transforming blocks in Slice-and-Dice mode

In slice-and-dice mode, you can turn tables and crosstabs into charts, and vice

versa. To do so:

1. Open the Slice and Dice Panel, then click the tab of the block you want to

290

Accessing Data and Data Analysis

Using Slice and Dice Mode

transform.

2. Click your right-mouse button, then select a command:

3. Click Apply.

Applying further modifications in slice and dice mode

You can use the Slice and Dice Panel to apply the following features on data that

is displayed in a report:

• sorts, which control the order in which the data appears

• ranking, which enable you to view top and bottom values of selected data.

• calculations

• breaks, which break up blocks of data.

• filters, which enable you to view only the data that you need.

There is a button for each feature in the Slice and Dice Panel toolbar:

None of the above functionalities is specific to slice and dice mode; however, the

Slice and Dice Panel’s graphical interface provides a user-friendly way to apply

them. Moreover, it is useful to be able to perform slice and dice operations, then

apply one or more of these features to the report. For example, if you build a

master/detail report that displays revenue by resort, you can quickly calculate the

total revenue per resort.

In the sections that follow, you learn how to use the Slice and Dice Panel to apply

sorts, ranking, calculations, breaks and filters on report data. References to more

information on the features are provided in their respective sections.

If you want to...

Click..

Turn the selected table or crosstab to a chart

Turn to Chart

Turn the selected chart to a table

Turn to Table

Turn the selected matrix chart to a crosstab

Turn to Crosstab

a.Sorts

b.Ranking

c.Calculations

d.Breaks

e.Filters

b c

d e

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