Work with reports

Applies to: TBM Studio 12.0 and later

Most likely, several reports have been created to present the data that has been generated by Apptio. Often this is cost data, but it can be other types of data as well.

Administrators can configure permissions at the Report Collections level and individual report level. To learn more, see Create and manage report collections and Work with report permissions.

View a report

To view a report, select Reports from the Project Explorer.

You can also select reports from the Report tab which displays after you check out a report.

Filter a report

If there are one or more slicers in a report, use them to filter the report. Click on any combination of the entries in one or more of the slicers.

To clear all filters, click the filter reset clear icon .

To search the filter entries, enter text in the Search field.

Auto-search

In tables in reports, you may see search fields below the column headers. You can enter text in these fields to filter the table by that search term.

If you enter text in the Search field, only the rows containing the text will be displayed. The filter is not case sensitive and accepts text as well as numbers, including decimals. You can preface text with the ! symbol to search for entries that do not contain text. For numeric columns, you can use the standard operators: =,<, <=, >, >=,!=. To search for an empty cell, enter the word BLANK in the filter box. To search for cells that are not empty, enter !BLANK in the filter box. Wildcards such as an asterisk (*) and a number sign # are not supported. If you search for values = 0, numbers less than 1 x 10-7 will be included.

The search options are summarized in the following table:

Option Number column Text column Description
!BLANK Yes Yes Enter this word to search for cells that are not empty.
!text No Yes Search for rows that do not contain the text.
&& Yes Yes AND function. For example, Save && Master returns all the entries that contain the word Save and Master. You can enter more than one && in a search. You can use either the && or the || function in a search but not both.
= Yes Yes When using with text, the match is case sensitive.
>, <, >=, <=, != Yes No Use these operators with number columns.
BLANK Yes Yes Enter this word to search for empty cells.
text No Yes Search for rows that contain the text.
|| Yes Yes OR function. For example, Save || Master returns all the entries that contain the word Save or Master. You can enter more than one || in a search. You can use either the || or the && function in a search but not both.

Hide elements in charts

In charts, you can hide elements in the legend.

In all types of charts with legends, you can hide selected elements in the legend to focus on specific data in the charts. To hide an element, click on the element in the legend. The element is grayed out. For example, assume you have the Servers chart shown in the following image:

You want to focus on only Windows servers. You click on the other four elements in the legend to produce the chart shown in the following image:

When you move the mouse pointer over a bar in a bar chart, the tooltip displays the value of the bar. In a stacked bar chart, the tooltip shows the value and percentage of the element in the bar. If you have hidden elements in the chart, the percentage reflects the currently displayed elements.

Zoom in on charts

In line charts, you can zoom in to specific time periods by holding down the mouse button and dragging the mouse pointer horizontally across the chart. For example, assume you have the line chart shown in the following image. You want to zoom in to see the second quarter figures, so you drag the mouse pointer from April to June.

The result is shown in the following image. To reset the chart, select Reset Zoom in the upper-right corner of the chart. When you navigate away from a report, all zooms are reset.