Create a Vision Custom Report in Excel 2007
Because Vision role security is not enabled for Analysis Cubes, how you create, save, and share Vision custom reports is important.
To create a Vision custom report in Excel 2007 (PivotTable report), complete the following steps:
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Connect to a Vision data cube.
If you previously made a connection to a Vision data cube, you can reconnect with that connection. You do not need to create the connection again.
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Use the PivotTable Field List to add, remove, and reorder fields on your report.
You must include valid combinations of dimensions and measures on a report.
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Use Excel tools and features with the Vision data in a PivotTable report.
Some actions that you can perform when you create a report include the following:
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Sort data
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Filter data
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Format and modify the layout of your report
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Save your report.
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Distribute the reports to others as you normally would (send as an email attachment, copy to a shared network drive, and so on).
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Refresh and connect to a Vision data cube when you open a previously saved report.
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- Save your report.
- Distribute the reports to others as you normally would (send as an email attachment, copy to a shared network drive, and so on).
- Refresh and connect to a Vision data cube when you open a previously saved report.