Add objects to rows and columns

Select the data items that you want to appear in the Exploration View or list view. When selecting multiple items, the selected items are placed in the exploration in the order that you click them. To avoid rearranging items after you drag and drop them into the Exploration View, click the items in the desired order of placement. To add an item to a multiple set, hold down the Ctrl key while dragging the item. This appends the new item to the items already in the Exploration View.

You may frequently use items from different query subjects or dimensions in the same reports. Ask your modeler to organize these items into a folder or model query subject and then to republish the relevant package. For example, if you use the product code item in sales reports, the modeler can create a folder that contains the product code item and the sales items you need.

Procedure

  1. In the IBM® Planning Analytics toolbar, click Exploration or list.
  2. If the Select Start Location dialog box appears, type a cell address, such as $L$20 and click OK.
    You can also click a cell to populate the Start Address. For example, you can change the start location to accommodate graphs or other worksheet items.
  3. In the source tree, drag each data item to the location in the work area where you want it to appear.

    For an Exploration View, drag objects to the Rows and Columns drop zones, which are located in the header area of the worksheet. Use the Context area, to further refine or filter your report.

    For a list, drag objects to the Columns drop zone, which is located in the header area of the worksheet.

    Note:
    • To drag more than one item, you can use Shift+click or Ctrl+click to select multiple items.
    • To add an item to items that are already on Columns, hold down the Ctrl key and drop the item onto the existing items.
  4. Save your workbook.

Results

Selected items appear in the rows and columns of the report.

After you edit your workbook, you can publish it to IBM Cognos® Connection.