Generating a report from a Cube View

You can generate briefing book-style reports in two ways:

  • Cube Viewer - Select the title dimension subsets and the number of rows to include in the report.
  • Websheet - Select the title dimension subsets to include in the report. For more information, see Working with websheets.
Note: If your installation of TM1® Web is configured to run without Microsoft Excel on the Web server, some limitations may apply when exporting from a Cube Viewer. For more information, see Cube Viewer export limitation.

Procedure

  1. Click Export Export button.
  2. Select an export format for the report:
    • Slice to Excel icon Slice to Excel - Excel documents that retain a link to the server through TM1 functions. When you open the slice and connect to the server with which the slice is associated, the slice displays the current cube values, provided you are running Excel with the Perspectives add-in enabled.
    • Snapshot to Excel icon Snapshot to Excel - Excel documents that contain numeric values reflecting the cube values at the moment the export occurred. Because snapshots do not retain a link to the server, the values are static, representing a snapshot of cube values at the moment of export.
    • Export to PDF icon Export to PDF - PDF documents that display cube values at the moment the export occurred.

    The Export dialog box opens.

  3. Select the number of rows to export:
    • Export rows in current page - Exports all rows in the current page.
    • Export rows from beginning to current page - Exports the first row in the first page through the last row in the current page.
    • Export all rows in the view - Exports all rows from all pages.
  4. Select the title dimensions that you want to include in the report.
  5. Click OK to create the report.

    The report sheets are generated and prompts you to either open or save the report.

  6. Do one of the following:
    • Click Open to open the report in a new browser window.
    • Click Save to save the report to disk.
    Note: By default, exporting a slice or snapshot report to Excel displays the report in a web browser window.

    For more information on configuring your computer to open reports into the full, stand-alone version of Excel, see the Microsoft support web site.

    Additionally, if you want to use TM1 functionality with a slice that you export to Excel, you must open the slice in the stand-alone version of Excel and have a local version of Perspectives or Client installed on your computer.

    Note: If you are experiencing problems exporting Excel or PDF files and you are using a WAN (Wide Area Network) server, you may need to re-configure the security settings in Internet Explorer. For more information, see the Administrating TM1 Web section of the Planning Analytics Installation and Configuration documentation.