Example: Report with Variables

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For this example, start by creating a new report group called “Marketing”, with “Units” as a new report hierarchy and “Regions” as a new folder. Now switch to the Variable Mapping tab and select the type “OLAP List”:

It will look like this:

Enter “Europe” as Fallback Value; this value will be used if a mapping is not possible. Then select “Regions” in the Demo database and click on Apply Mapping.

Next, create the folder “Years” as a subfolder of “Regions”. Set the variable mapping to “OLAP List” and from the List Selector, click on the database “Demo” and select “Years”. Enter “All Years” in the “Fallback value” field and click Apply Mapping.

Now switch to the Report Designer. Recreate the following Jedox view in a new workbook called “Units Hardware”:

For the following steps we have to detach this view (Command: Query→Detach View) so that the PALO.ENAME functions are replaced with corresponding PALO.ESELECT  functions.

In order to work with Regions and Years as variables, we will replace “=PALO.ESELECT(…)” in cell D3 with “=@Regions”  and “=PALO.ESELECT(…)” in cell F3 with “=@Years”:

Note: variables for use in Jedox views are always defined by =@[Name].

Save and close this file. Now switch back to the Reports module and click on the Files tab. Drag “Units Hardware” over to the Years folder in the Navigation pane and click on this report. 

For the Regions variable, double click on any of the fields in the Regions row to open the drop-down menus. Under the column “List Type”, select “Report List” from the menu; under the column “List/Dynamic Folder”, select “Regions(/). Click Apply to confirm the changes.

For the Years variable, double click on any of the fields in the Regions row to open the drop-down menus. Under the column “List Type”, select “Report List” from the menu; under the column “List/Dynamic Folder”, select “Years (/Regions). Click Apply to confirm the changes.

Your screen should appear as follows:

Once the variable settings have been accepted, the variables are entered by clicking on the User Preview icon in the Navigation pane, as indicated below:

Navigate to Regions→Europe→West→France→Years→2014 in the Navigation pane and double click on the file “Units Hardware”. Your view should appear as follows:

Instead of an entire dimension (e.g. Regions above), you can also select a Jedox subset list for variable mapping. Then the resulting dynamic folders are all displayed on the same level, not indented on the basis of their hierarchical levels.

If you select the list type “OLAP List”, then the variables come directly from the list (parent folders should have no mapping). In this case, it is possible to determine whether the variables in Reports are displayed or not. This display is typically not needed if the variables are mapped for batch printing purposes. By deactivating “Expand”, the variables are not displayed in Reports, but they are still available for batch processing. This gives you a better overview and saves a lot of computation time.

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