Create a Quick Report

You can create a Quick Report from an Exploration View or from an existing view in the Task Pane.

This video demonstrates how to create Quick Reports: https://youtu.be/dgqa0A-Ng94.

You can create a Quick Report from an IBM Cognos TM1 Exploration View when you finish your analysis and want to present data by using more advanced cell-based features from Microsoft Excel. In this video, you'll learn how to create Quick Reports from an existing Exploration View or by using a view in Planning Analytics for Microsoft Excel.

After you create a Quick Report, you can change or add members, format the cells, and create charts from the data. For example, you can change members and data using options such as typing the name of a different member in a cell.

You can combine multiple Quick Reports on the same worksheet. Each Quick Report can be based on a different data source. You can provide unique perspectives by creating calculations that reference multiple Quick Reports. Another useful option for multiple Quick Reports on the same worksheet is to use cell references to apply the same filter to more than one Quick Report. For example, you create three Quick Reports on a worksheet to show different views of financial performance by region. The region name appears in cell B4 in the context region on the first Quick Report. In the second and third Quick Reports, you change the region name cell to a cell reference to cell B4. After you create the cell references, you update the first worksheet to show data for a different region, either by dragging a different region to cell B4 or by typing a region name in cell B4. When you refresh the data, all Quick Reports show data for the new region.

Sets are a useful tool for building explorations and Quick Reports with TM1® data. For more information about creating sets, including dynamic sets that can automatically reflect changes in a dimension, see Create and edit a set.

Quick Reports regions

Each Quick Report includes four regions: rows, columns, context, and data. Each region is a named range in Microsoft Excel. For example, the defined name for the rows region of the first Quick Report you add to a worksheet is tm1\\_0_R. You can use the names when you use Microsoft Excel features such as creating formulas.

To highlight a region on the worksheet, from the Task Pane, right-click a Quick Report in the Quick Reports folder and select a region from the Show Regions list.