To add a result member to an existing BI query:
1.Open Business Intelligence and Reports from the Desktop.
2.Select the Business Intelligence tab.
The Business Intelligence|Search page appears.
3.Search for and select the business intelligence (BI) query that you want to work with.
The Business Intelligence|Results page appears.
4.The current result members are displayed in the result members section.
5.In the result members section, choose an option:
If you want to |
Then |
add one result member, |
a.Click 'Add One'. b.Select the result member you want to include. c.Click 'OK'. You can use the search functionality to find the result member. Type the name of the member in the search field and the list is filtered automatically. |
add multiple result members at one time, |
a.Click 'Add Many'. b.Select the result members you want to include from the list on the left. c.Click '>' to move the fields to the selected list. d.Click 'OK'. You can use the search functionality to find the result member. Type the name of the member in the search field and the list is filtered automatically. |
The window closes and the field(s) are added and displayed in the result members section.
A result member with a plus sign (+) indicates that the item could contain multiple results. For example, the customer 'First Name' field can have multiple results representing all the contacts on the customer.
6.To define whether to sort, group or total the result member, select the option from the 'Srt/Grp/Tot' dropdown.
7.To define an aggregate function for the result member, select the aggregate from the 'Function' dropdown.
If you use an aggregate function, you should enter a 'Heading'; otherwise, a column header will be created containing the name of the function and the database ID used to represent the field as defined in the Registry. For example, COUNT_order_number.
8.If you want to define the column heading for the result member, enter a value into the 'Heading' field.
If you do not specify a heading, the value displayed in the Name field will be used for previews and PDF extracts. If you extract to Microsoft Excel and do not define a heading, the database column name is used.
9.If you want to create a pivot extract and this result member is to be displayed horizontally or as data, select a value from the 'Display Type' dropdown.
10.To define where to place the result member, enter the numeric value to represent the position in the 'Order' column where 0 is the furthest to the left.
11.Click 'Update Details'.
12.To preview your changes, select the Preview tab.
The Business Intelligence|Preview page appears.
13.To extract to Microsoft Excel or PDF, refer to Running a BI Query.
14.If you want to save your changes, expand the save lists and extracts section of the Business Intelligence|Results page and save the BI query.
