Create or add Dynamic Reports

You can create a Dynamic Report from a view or Exploration View that uses TM1® data.

Before you begin

  • If you are creating a Dynamic Report from an Exploration View, ensure that your Exploration View does not contain alternate hierarchies. You cannot convert an Exploration View to a Dynamic Report if the Exploration View contains alternate hierarchies.
  • Clearing a worksheet that contains a Dynamic Report will not delete the named ranges. Existing named ranges in a worksheet will cause errors if you add a new Dynamic Report to the worksheet. You can either add your Dynamic Report to a new worksheet, or ensure that the worksheet that you're adding the Dynamic Report to does not contain any named ranges.

Procedure

  1. To create a Dynamic Report from an Exploration View, on the IBM® Planning Analytics tab, on a worksheet that contains an Exploration View, click Convert To > Dynamic Report and then select a location.
  2. To create a Dynamic Report from a view, right-click a view in the source tree, click Dynamic Report, and select where you want to create a report.

Results

The Dynamic Report is created in a new worksheet.
Note: If you rename the sheet that the Dynamic Report is created on, ensure that the sheet name:
  • Starts with a letter, number, or an underscore.
  • Does not contain any spaces.
  • Does not contain any special characters.
  • Does not have the same name as an existing sheet in the workbook.
  • Does not resemble a cell address (for example, A$35 or R2D2).