Client Manual Brio

Brio Enterprise
User Guide
Brio Enterprise User Guide © 1999 Brio Technology, Inc.
All rights reserved. This product and related products and
documentation are protected by copyright and are distributed under
licenses restricting their use, copying, distribution, and decompilation.
No part of this product or related documentation may be reproduced in
any form by any means without prior written permission of Brio
Technology, Inc., and its licensors.
Brio Technology, Inc.
3460 West Bayshore Road
Palo Alto, CA 94303 USA
[email protected]
[email protected]
www.Brio.com
Updates are at www.brio.com/documentation
Trademarks
Brio ® Enterprise, BrioQuery™, BrioQuery Designer™, BrioQuery
Explorer™, BrioQuery Navigator™, Brio.Quickview™, Brio.Insight™,
Brio OnDemand Server™, Brio Broadcast Server™, and Brio Enterprise
Server™ are trade marked names. All trade names of companies and
products used in this book are registered trademarks or trade names of
their respective holders and are used in an editorial fashion only, with no
intention of infringement of any kind. Usage is not intended to convey
endorsement or other affiliations with this product.
Credits
Written by Susan St.Pierre. Contributors include Dan Claessens, Gavin
Das, Gina Tsubota, John Rotherham, You Mon Tsang, Daniel Montagne,
and Andreas Ramos.
Printed in USA
PN 1200021 (Rev. 6/1999)
Contents
Introduction .................................................................................................. xiii

What This Manual Contains ..................................................................... xiii
Overview............................................................................................. xiii
Tutorials .............................................................................................. xiii
Online Help ................................................................................................ xiv
Who is This Manual For?............................................................................ xv
Manual Conventions .................................................................................. xv
Menu Commands ................................................................................ xv
Shortcut Menus.................................................................................... xv
Text....................................................................................................... xv
Notes and Other Messages ................................................................ xvi
Supported Platforms.................................................................................. xvi
System Requirements ................................................................................ xvi
Contact Brio Technology ........................................................................... xvi
Main.................................................................................................... xvii
Technical Support.............................................................................. xvii
Sales.................................................................................................... xvii
Registration ............................................................................................... xvii
View Your Serial Number................................................................ xviii
Overview 1
Query and OLAP Query Sections.................................................................1
Results Section ...............................................................................................3
Chart Section ..................................................................................................5
Brio Enterprise User Guide iii

Pivot Section...................................................................................................6
Report Designer .............................................................................................7
EIS Section ......................................................................................................8
About Brio Enterprise™ ..............................................................................10
BrioQuery™ 6.0 ....................................................................................10
Brio.Insight™ 6.0 ..................................................................................11
Brio.Quickview™ 6.0............................................................................12
Tutorial 1: Create a BrioQuery document....................................................... 13

BrioQuery Documents.................................................................................13
Tutorial 1 Overview.....................................................................................14
Objectives .....................................................................................................14
Start...............................................................................................................14
Launch BrioQuery ................................................................................14
Connect by Creating a Connection File ......................................................14
Query Section...............................................................................................19
Examine Query Section Interface ........................................................19
Open Table Catalog..............................................................................21
Select Tables..........................................................................................22
Hide and Show Section and Catalog Panes ........................................22
Join Manually........................................................................................23
Build Request Line ...............................................................................24
Save Document.....................................................................................27
Build Limit Line....................................................................................28
Sorts in Query Section ..........................................................................31
Save Document.....................................................................................31
Process Query ..............................................................................................32
Results Section .............................................................................................32
iv Contents
Examine Results Section Interface.......................................................32
Format Results Section .........................................................................33
Add Date Groups .................................................................................37
Build Local Limits.................................................................................38
Build Sort Line ......................................................................................39
Password Protect Document.......................................................................40
Return to Query Section ..............................................................................41
Aggregate items in Request Line.........................................................41
Pivot Section.................................................................................................42
Insert New Pivot Section......................................................................43
Examine Pivot Section Interface ..........................................................43
Build Pivot ............................................................................................45
Pivoting Labels .....................................................................................51
Focus on Items and Hide Items ...........................................................53
Show All Items......................................................................................54
Remove Label from Outliner ...............................................................54
Add Totals.............................................................................................55
Total Functions .....................................................................................56
Drill Anywhere.....................................................................................57
Drill Up .................................................................................................58
Build Sort Line ......................................................................................58
Remove Total ........................................................................................59
Group and Ungroup Items ..................................................................60
Save Document ............................................................................................61
Pivot2 Section...............................................................................................62
Insert New Pivot Section......................................................................62
Delete Pivot2 Section............................................................................62
Chart Section ................................................................................................63
Brio Enterprise User Guide v

Insert New Chart Section .....................................................................63
Rename Chart Section ..........................................................................63
Choose Chart Type...............................................................................64
Build Chart............................................................................................65
Hide/Show Legend..............................................................................68
Change Chart Size ................................................................................69
Report Section ..............................................................................................70
Insert New Report Section ...................................................................71
Examine Report Section Interface........................................................71
Create Tabular Report..........................................................................73
Format Report Table.............................................................................76
Sort Report Table ..................................................................................77
Create Report Groups ..........................................................................78
Modify Group Header .........................................................................80
Sort Reports by Groups........................................................................82
Insert Page Header ...............................................................................83
Rename Report Section ........................................................................84
Insert Smart Chart ................................................................................86
Finish ............................................................................................................87
Save Document.....................................................................................87
Print Report...........................................................................................87
Exit BrioQuery ......................................................................................87
Tutorial 2: Create an OLAP Query................................................................... 89

OLAP ............................................................................................................89
Tutorial 2 Overview.....................................................................................89
Objectives .....................................................................................................89
Start...............................................................................................................90
vi Contents
Launch BrioQuery ................................................................................90
Connect by Creating a Connection File ......................................................90
Examine OLAP Query Interface .................................................................99
New OLAP Database Interface............................................................99
OLAP Terms ....................................................................................... 100
Build Outliner ............................................................................................ 102
Outliner ............................................................................................... 102
Add Measures to Outliner ................................................................. 103
Add Side Labels to Outliner .............................................................. 104
Hardwire Mode ......................................................................................... 105
Continue to Build Outliner........................................................................ 105
Add Top Labels to Outliner............................................................... 105
Change Column Size .......................................................................... 106
Add More Top Labels ........................................................................ 107
Move Labels in Outliner .................................................................... 107
Drill Down.................................................................................................. 109
Drill Up....................................................................................................... 111
Slicer ........................................................................................................... 112
Create Filters .............................................................................................. 114
Filter Operators................................................................................... 117
Remove Filters .................................................................................... 118
Add Computed Item .......................................................................... 119
Turn Off Database Totals .......................................................................... 122
Show as Chart ............................................................................................ 124
Offline Access OLAP Data ........................................................................ 125
Finish .......................................................................................................... 125
Exit BrioQuery .................................................................................... 125
Brio Enterprise User Guide vii

Rules for OLAP Query .............................................................................. 126
Tutorial 3: EIS Executive Information System .............................................. 127

BrioQuery EIS ............................................................................................ 127
Objectives ................................................................................................... 127
Tutorial Overview...................................................................................... 128
Start............................................................................................................. 128
Launch BrioQuery from bqy Document ........................................... 128
Save Under Different Name............................................................... 128
EIS Modes................................................................................................... 129
EIS Run Mode ..................................................................................... 129
EIS Design Mode ................................................................................ 129
Design and Run Modes...................................................................... 130
Examine EIS Interface................................................................................ 130
Set EIS Section Background ............................................................... 131
Create Graphic Component ............................................................... 132
Create Control Component................................................................ 133
Embedded Sections ............................................................................ 134
Modify Embedded Component Properties....................................... 136
Attach script........................................................................................ 139
Test Your EIS Section................................................................................. 141
Finish .......................................................................................................... 142
Exit BrioQuery .................................................................................... 142
Glossary of Brio Terms .................................................................................. 143
Index ................................................................................................. 151
viii Contents
Figures
Figure G-001 Query section .....................................................................................................2

Figure G-002 OLAP Query section..........................................................................................3
Figure G-003 Results section....................................................................................................4
Figure G-004 Chart section.......................................................................................................5
Figure G-005 Pivot section .......................................................................................................7
Figure G-006 Report section.....................................................................................................8
Figure G-007 EIS section...........................................................................................................9
Figure T1-001 ..........................................................................................................................15
Figure T1-002 ..........................................................................................................................16
Figure T1-003 ..........................................................................................................................17
Figure T1-004 ..........................................................................................................................18
Figure T1-005 ..........................................................................................................................18
Figure T1-006 ..........................................................................................................................20
Figure T1-007 ..........................................................................................................................21
Figure T1-008 ..........................................................................................................................23
Figure T1-009 ..........................................................................................................................24
Figure T1-010 ..........................................................................................................................26
Figure T1-011 ..........................................................................................................................27
Figure T1-012 ..........................................................................................................................29
Figure T1-013 ..........................................................................................................................29
Figure T1-014 ..........................................................................................................................30
Figure T1-015 ..........................................................................................................................31
Figure T1-016 ..........................................................................................................................33
Figure T1-017 ..........................................................................................................................34
Figure T1-018 ..........................................................................................................................35
Figure T1-019 ..........................................................................................................................36
Figure T1-020 ..........................................................................................................................37
Figure T1-021 ..........................................................................................................................38
Figure T1-022 ..........................................................................................................................39
Figure T1-023 ..........................................................................................................................40
Brio Enterprise User Guide ix

Figure T1-024 ..........................................................................................................................41
Figure T1-025 ..........................................................................................................................42
Figure T1-026 ..........................................................................................................................42
Figure T1-027 ..........................................................................................................................45
Figure T1-028 ..........................................................................................................................46
Figure T1-029 ..........................................................................................................................46
Figure T1-030 ..........................................................................................................................47
Figure T1-031 ..........................................................................................................................47
Figure T1-032 ..........................................................................................................................48
Figure T1-033 ..........................................................................................................................49
Figure T1-034 ..........................................................................................................................50
Figure T1-035 ..........................................................................................................................51
Figure T1-036 ..........................................................................................................................52
Figure T1-037 ..........................................................................................................................53
Figure T1-038 ..........................................................................................................................54
Figure T1-039 ..........................................................................................................................55
Figure T1-040 ..........................................................................................................................55
Figure T1-041 ..........................................................................................................................57
Figure T1-042 ..........................................................................................................................58
Figure T1-043 ..........................................................................................................................59
Figure T1-044 ..........................................................................................................................60
Figure T1-045 ..........................................................................................................................61
Figure T1-046 ..........................................................................................................................62
Figure T1-047 ..........................................................................................................................64
Figure T1-048 ..........................................................................................................................65
Figure T1-049 ..........................................................................................................................66
Figure T1-050 ..........................................................................................................................67
Figure T1-051 ..........................................................................................................................68
Figure T1-052 ..........................................................................................................................69
Figure T1-053 ..........................................................................................................................70
Figure T1-054 ..........................................................................................................................73
Figure T1-055 ..........................................................................................................................74
Figure T1-056 ..........................................................................................................................75
Figure T1-057 ..........................................................................................................................75
x List of Figures
Figure T1-058 ..........................................................................................................................76
Figure T1-059 ..........................................................................................................................77
Figure T1-060 ..........................................................................................................................78
Figure T1-061 ..........................................................................................................................79
Figure T1-062 ..........................................................................................................................80
Figure T1-063 ..........................................................................................................................81
Figure T1-064 ..........................................................................................................................82
Figure T1-065 ..........................................................................................................................83
Figure T1-066 ..........................................................................................................................84
Figure T1-067 ..........................................................................................................................85
Figure T2-001 ..........................................................................................................................91
Figure T2-002 ..........................................................................................................................92
Figure T2-003 ..........................................................................................................................93
Figure T2-004 ..........................................................................................................................94
Figure T2-005 ..........................................................................................................................95
Figure T2-006 ..........................................................................................................................95
Figure T2-007 ..........................................................................................................................96
Figure T2-008 ..........................................................................................................................97
Figure T2-009 ..........................................................................................................................98
Figure T2-010 ..........................................................................................................................98
Figure T2-011 ..........................................................................................................................99
Figure T2-012 ........................................................................................................................ 101
Figure T2-013 ........................................................................................................................ 102
Figure T2-014 ........................................................................................................................ 103
Figure T2-015 ........................................................................................................................ 104
Figure T2-016 ........................................................................................................................ 104
Figure T2-017 ........................................................................................................................ 106
Figure T2-018 ........................................................................................................................ 106
Figure T2-019 ........................................................................................................................ 107
Figure T2-020 ........................................................................................................................ 108
Figure T2-021 ........................................................................................................................ 109
Figure T2-022 ........................................................................................................................ 110
Figure T2-023 ........................................................................................................................ 111
Figure T2-024 ........................................................................................................................ 113
Brio Enterprise User Guide xi

Figure T2-025 ........................................................................................................................ 114
Figure T2-026 ........................................................................................................................ 115
Figure T2-027 ........................................................................................................................ 116
Figure T2-028 ........................................................................................................................ 116
Figure T2-029 ........................................................................................................................ 117
Figure T2-030 ........................................................................................................................ 118
Figure T2-031 ........................................................................................................................ 119
Figure T2-032 ........................................................................................................................ 120
Figure T2-033 ........................................................................................................................ 121
Figure T2-034 ........................................................................................................................ 122
Figure T2-035 ........................................................................................................................ 123
Figure T2-036 ........................................................................................................................ 123
Figure T2-037 ........................................................................................................................ 124
Figure T3-001 ........................................................................................................................ 131
Figure T3-002 ........................................................................................................................ 132
Figure T3-003 ........................................................................................................................ 133
Figure T3-004 ........................................................................................................................ 135
Figure T3-005 ........................................................................................................................ 136
Figure T3-006 ........................................................................................................................ 137
Figure T3-007 ........................................................................................................................ 138
Figure T3-008 ........................................................................................................................ 139
Figure T3-009 ........................................................................................................................ 140
Figure T3-010 ........................................................................................................................ 141
xii List of Figures

Introduction
What This Manual Contains

The Brio Enterprise User Guide is organized into two major parts:
overview and tutorial.
Overview
The overview briefly covers the many powerful features in each
BrioQuery section.
Tutorials
The tutorials are included to help you get started quickly. The three
tutorials start with simple features and commands, then build more
advanced commands and features.
The tutorials assume basic Windows skills, including use of the menus
and toolbars, selecting items, moving through folders, and starting
programs. The tutorials in this manual cover how to access commands
from both the menu and the shortcut menu.
xiii
Table I-1 List of Tutorials
Tutorial Tutorial Name Description
Tutorial 1 Create a BrioQuery Create a BrioQuery document
document Create a connection file
Create a Query
Create a Results Table
Create a Pivot
Create a Chart
Create a Report
Tutorial 2 Create an OLAP Query Create a BrioQuery document
Create a connection file
Create an OLAP Query
Process the OLAP Query
Chart the OLAP Query
Download to OLAP Results
Tutorial 3 EIS Executive Information Use a pre-built EIS section
System Modify existing EIS section
Reset background color
Use a graphic
Use a control
Embed Chart and Table sections
Modify properties
Add a script
Run EIS to see the enhancements
Online Help
When running BrioQuery for Windows client applications, you have
access to comprehensive online help.
• BrioQuery Help complements the printed manual by providing
descriptions and step-by-step instructions for all BrioQuery features.
The BrioQuery features in this manual are covered in more depth in
the online help. Some features are only discussed in online help.
You can view online help at any time.
• Choose BrioQuery Help from the Help menu.
xiv Introduction
Who is This Manual For?
This manual is for both current and new users of Brio Enterprise. It gives
you an overview of Brio Enterprise’s capabilities and gets you started
with tutorials.
Topics are covered in more depth in the BrioQuery online help.
This manual concentrates on features available to BrioQuery Explorer
and Brio.Insight users. The largest portion of the manual consists of the
three tutorials. By building the different sections in a BrioQuery
document, you learn how the various features work in BrioQuery.
Manual Conventions
This manual uses the following conventions.
Menu Commands
BrioQuery manual uses the " | " symbol (called “pipe”) to display the
steps in menu selections. For example, Choose Insert | New Pivot
indicates that you first select the Insert dropdown menu and then select
the New Pivot option from the menu list.
Shortcut Menus
Shortcut menus are opened with a mouse click. The Windows default
setup uses a right mouse button to open the shortcut menu. For systems
set to left-handed mouse use, the left mouse button activates the shortcut
menus.
Text
If you are asked to type on screen, for example to write BrioQuery
scripts, the text is printed in courier font. See the line below.
This sentence is in Courier font.
Type this sentence as a command.
Brio Enterprise User Guide xv

Notes and Other Messages
The following styles contain notes, important information, and other
items.
Note Contains helpful information that is not in the general

explanation or procedure.
Important Contains important information or a key point.
Supported Platforms
Brio Enterprise 6.0 is available for Microsoft Windows 95, 98, and NT
environments.
The documentation on the CD describes features that are available in all
configurations of BrioQuery.
System Requirements
Minimum requirements: Windows 95/98 or higher, 32 MB of RAM or
higher, 20 MB of hard disk space.
Recommended requirements: 64 MB of RAM and 32 MB of hard disk
space.
A detailed system requirements list is at www.brio.com/documentation.
Contact Brio Technology

We like to hear from our customers! Please contact Brio Technology or
visit our web page to receive updates, technical bulletins, and other
information on Brio products and events. For registered owners of
BrioQuery, Brio provides a variety of fee-based technical support plans.
xvi Introduction
Main
Telephone: (USA) 650.856.8000
Fax: (USA) 650.856.8020
Web: www.brio.com
FTP: ftp.brio.com
Technical Support
Telephone: United States and Canada 800.746.2746
All other countries: Country Code +800.1746.2746
email: [email protected]
Note There are no telephone charges for you to call international

technical support. To dial, use your country’s international
access code. This is not the same as the international access code
to the USA. See www.brio.com/documentation for a list of
access codes.
Sales
Telephone: (800).TRY.BRIO
email: [email protected]
Registration
Register your product at www.brio.com/registration
Note Have your serial number ready when you call for technical
assistance. For faxes and email, always include your serial
number.
Brio Enterprise User Guide xvii

View Your Serial Number
To see your serial number, choose Help | About BrioQuery.
For easy reference, write your serial number or place the serial number
sticker from your Brio Enterprise box here or on the back of this
manual’s Title page.
Note Updates and additions to this manual are at

www.brio.com/documentation
xviii Introduction
Overview
Brio Enterprise integrates query, analysis, and reporting in one easy-to-

use interface to data marts and data warehouses to provide easy access
to data that can help answer questions about your business.
Many organizations are building data warehouses and data marts.
Behind these data warehouse lie large, complex, databases. These
implement both relational and OLAP databases.
Data is extracted from different company data systems and then
prepared for decision support applications, such as management
reporting, executive information systems, queries, and data mining.
Brio Enterprise’s client application enables you, as an end user, to access
and analyze information in the databases. You can use it for ad-hoc
querying, tabular “pivot” reporting, graphical analysis, and
comprehensive reporting.
BrioQuery displays your data in several formats: Queries, OLAP
Queries, Tables, Pivots, Charts, Reports, and EIS. These are called
sections.
Query and OLAP Query Sections

After connecting to the database, you create queries for the database to
fetch information. Queries select information from the database to
provide you with data for your analyses. You choose the information
items that you want and then refine the criteria to create subsets.
Depending on the type of database, the request is a relational Query or
an OLAP Query. Queries take advantage of the nature of their
underlying database.
1
Queries can be simple, such as “Show me all the computer store sales in
1996.” Queries can also be more complex, for example, “Show me which
sales reps increased their sales from last month to this month.”
Relational queries use a data model with a visual view representing the
server database tables. A BrioQuery document can have multiple queries
for a data model and more than one data model.
OLAP queries work slightly differently than relational queries. The user
interface is similar to BrioQuery’s Pivot section, but the data comes
straight from the OLAP server. Interaction is encouraged, which takes
advantage of OLAP Server capabilities.
In addition, a BrioQuery document can have a mixture of the two query
types: relational and OLAP. This allows user access at sites where both
types of databases are used.
Figure G-001 Query section
Once created, a query is ready to be processed by the database server.

The query’s processing time can depend upon its complexity, the size of
the database, and refreshing the data that is used in other sections of the
2 Chapter 0: Overview
document. At any time, queries can be modified to fetch new data or
reprocessed to refresh the data. Your data can be sorted either at the
server or locally on your workstation.
Figure G-002 OLAP Query section
Results Section
Your query fetches your dataset from the database and displays it as a
table in the Results section. Each requested item is displayed as a
column. Each database record is listed as a row. Columns and rows are
the raw data. Analysis can be done at this level by presenting this data
more clearly with formatting and sorting. This data can also be analyzed
off-line or used in reports.
From the columns that were retrieved from the server, new columns can
be calculated. For example, new columns can display totals. You can also
temporarily group several columns into a new column. For example, if
keyboards, mice, and keyboards are products, you can group them into a
Brio Enterprise User Guide 3

new column named peripherals. Each product’s data would be
consolidated into an aggregated column called peripherals. Since you are
only changing the data’s view, not the underlying data itself, you can
ungroup it at any time.
Figure G-003 Results section
The Results sections are also used for creating Chart, Pivot, Report, and
EIS sections. You use these to analyze your data in different ways. The
Chart and Pivot sections are linked to your Results section and are
refreshed along with new queries. Many Results section features are also
available in Chart and Pivot sections.
You can also apply temporary conditions in the Results section to
analyze different situations. These temporary conditions are propagated
to each of the Chart & Pivot sections that are attached to that Results
section.
Chart Section
The Chart section gives you a fully interactive, visual view of your
dataset as a chart. You can view your dataset as a pie charts or bar
graphs, cluster, line, and ribbon graphs. BrioQuery Chart sections are
dynamic. Data items can be quickly changed at each chart axis and the
chart dynamically displays the results.
Figure G-004 Chart section
Among the different chart types, the one best suited to your analysis
depends on what patterns in the data you are trying to uncover. With
BrioQuery, you can easily test various charts to see which one brings out
the necessary emphasis.
Charts are interactive. You can drill down to examine data points in
more detail. The drill down feature allows you to progressively break

down items into subcategories. You can even drill back to the database
for items that you did not include in your original query.
For example, you note that hard disk sales are lower in a particular year.
You drill down to see the quarterly sales. If a particular quarter is
substantially lower, you drill down further to see the sales to the
different types of customer. You discover after further drilling that in the
lowest quarter, you lost your biggest account and it took two more
quarters and several new customers to build back the sales volume.
Pivot Section
Pivots turn static tabular data into an interactive, flexible tabular report
that you can quickly and intuitively arrange to show new data
relationships.
In the Pivot section, you can change labels from top labels to side labels
or reverse with a drag and swing action. Pivoting makes it easy to
quickly rearrange your information and view it in different perspectives.
You can also change the order of labels with drag and drop.
You create a Pivot section directly from your Chart section or from items
in the Results section.
For example, a sales Pivot uses side labels for product type and top
labels for the years with sales numbers in the cells. If you add quarters to
the top labels, the number of cells are increased and yearly sales
numbers are further broken into quarters. Each addition to top or side
labels breaks the sales numbers into finer information granularity.
All of the Chart section’s drill capabilities are available in the Pivot
section.
Figure G-005 Pivot section
Report Designer
Report Designer allows you to create great-looking reports. Your Report
section can display any Results, Charts, and Pivot sections. Multiple
Query sections in a single document allow you to create complex reports
that integrate data from different data sources.
Report Designer’s layout tools let you easily create complex reports.
With drag and drop, add your Pivot, Chart, Results, and graphics to a
Report section. Each item is a individual component with modifiable
properties. Add logos, pictures, text, and backgrounds to round out your
report’s look.
Report Designer has an intuitive toolkit for you to lay out your Report
section in visual form. Built for production reporting, Report Designer’s
flexible page sizing lets you zoom in for the detail work and then zoom
out to see a bird’s eye view of your layout result. You can work in inches,

centimeters, or pixels and use snap-to and guide line tools to easily lay
out your components down to precise pixels.
Figure G-006 Report section
EIS Section
EIS sections provide a “dashboard” with pre-built Query and analysis
sections. EIS sections can be set up for those who need information. They
can work within an EIS section and find a pre-designed interface to data
without having to build queries.
EIS interfaces can be quickly built by advanced users. You can leverage
your knowledge of industry-specific best practices and assemble your
own analytical applications for deployment to other users.
Advanced users have a powerful toolbox to build customized
application interfaces. BrioQuery provides pre-built blocks, such as
programmable buttons and selection boxes, so that you can quickly
create a polished application. In the same way that Reporter Designer’s
tools let you build management-level reports, EIS gives you the tools to
assemble data interfaces for your users.
JavaScript is the industry standard scripting language for EIS sections.
Scripts can be attached to any of the EIS building blocks. This makes EIS
expandable to meet your data needs.
Figure G-007 EIS section

About Brio Enterprise™
The Brio Enterprise 6.0 product suite includes the following.
• BrioQuery™ 6.0: Designer, Explorer, Navigator
• Brio.Insight™ 6.0
• Brio.Quickview™ 6.0
BrioQuery™ 6.0
BrioQuery 6.0 is available in three different editions: Navigator,
Explorer, and Designer.
The multi-edition structure takes into account the different ways that
people work with databases, their information needs, their technical
experience with client/server database technology, and the way
BrioQuery is deployed in their computing environment.
Each edition incorporates core query, analysis and reporting features
and adds increasing levels of data modeling functionality.
BrioQuery™ Designer
Designer users are information facilitators. They are often database
administrators experienced with client/server connectivity and database
schema. In addition to their own query needs, they manage the
BrioQuery environment by building data models which they distribute
to Navigator and Explorer users.
The Designer edition of BrioQuery adds Repository creation,
management, and auditing to the Explorer feature set. It assumes the
user has a solid understanding of Explorer. The BrioQuery Repository is
a version-controlled database storehouse of data models that can be
implemented across an enterprise. Navigators and Explorers can
download pre-built data models from the Repository and access
information quickly and efficiently.
BrioQuery™ Explorer
Explorer users are information seekers. They are power users who often
combine information from different tables or different databases to
complete their work. They understand the database table and join
structure and are comfortable finding the information they need in the
database.
The Explorer edition adds data modeling to the Navigator feature set.
Explorers can use distributed predefined data models, or create new data
models from database tables for their own or distributed use.
BrioQuery™ Navigator
Navigator users are information consumers. They generally need access
to the same types of information on a daily basis, do not have a strong
technical understanding of databases, and are focused on retrieving data
for use in their work.
The feature set available to Navigator users is weighted towards
information processing. Navigators access information through
BrioQuery data models created by an administrator. The data models
shield Navigators from complicated database schema. Navigators can
use data models to create their own queries and use all of BrioQuery’s
reporting and analysis features to work with information.
Brio.Insight™ 6.0
Brio.Insight is the web client that has the feature set that is similar to the
BrioQuery Navigator. Both Brio.Insight and Navigator users are
information consumers who retrieve data for use in their work.
Brio.Insight is a plugin for the user’s browser.
The feature set available to both Brio.Insight and Navigator users is
weighted towards information processing. Both access information
through BrioQuery data models that are created by an administrator.
The data models shield them from complicated database schemas.
Brio.Insight users can make use of data models to create their own
queries. They can use all of BrioQuery’s reporting and analysis features
to analyze the data from their own queries and work with resulting
datasets.

Brio.Quickview™ 6.0
Brio.Quickview is the “read only” web client that allows users access to
the pre-built analyses Charts, Pivots, and reports. These users are
information consumers whose feature set access is limited to only
information report viewing.
Tutorial 1: Create a BrioQuery document
BrioQuery Documents
A BrioQuery document is your workspace to using Brio Enterprise and
your database. BrioQuery documents can contain several Sections:
• The Query Section lets you create your request for information to a
database. From a Data Model’s Topics, you select the Items that you
need.
• The Results Section displays the results from processing the Query
Section. With some formatting and presentation manipulation, the
Results section can deliver useful information. The Results are also
used by the other BrioQuery sections.
• The Table Section displays your dataset in table format. You can add
additional lines, such as totals, to have an overview of your
database.
• The Pivot Section lets you use your mouse to manipulate your
results dataset by pivoting the labels from top to bottom.
• The Chart Section lets you create graphs and charts: pie charts, line
graphs, and 3-D charts.
• The Report Section is used to create presentation reports.
• The EIS Section lets advanced users create documents with pre-built
Query and analysis sections for others who need information. They
can work within an EIS section and find pre-designed interfaces to
data without having to build queries.
13
Tutorial 1 Overview
In this first tutorial, you will create a new BrioQuery document. First you
create a connection file. Then you will create its sections: Query, Results,
Chart, Pivot, and Report.
Objectives
• Create a BrioQuery document
• Create a Connection file
• Create a Query
• Create a Results Table
• Create a Pivot
• Create a Chart
• Create a Report
Start
Launch BrioQuery
Create a new query document:
• Launch BrioQuery.
Connect by Creating a Connection File

In order to connect to a database, you use a connection file. A connection
file contains the settings to connect to a specific database. These settings
include information such as the connection software, the database
software, your database server’s address, and your user name.
Since each database is different, you’ll need a connection file for your
organization’s database. See your database administrator for the
appropriate connection file information.
For this tutorial, you will use the BrioQuery Connection Wizard to create
a connection file to the sample database that is supplied with BrioQuery.
14 Tutorial 1: Create a BrioQuery document

1 In the BrioQuery dialog box, as seen in Figure T1-001, select A New
Database Connection File radio button.
2 Click OK.
The dialog box allows you to create a new connection file, or select a
database connection file from a menu list. You can also use the file
selector box to open recent document files. When opening a previously
used document, BrioQuery automatically uses the connection file that
was used to create the document, provided the connection file has not
been moved, renamed, or deleted.
Figure T1-001
The Connection Wizard dialog box in Figure T1-002 appears. We will use
an ODBC database (Open Data Base Connection.)
1 Under “What connection software do you want to use?”, select

ODBC as the connection software
2 Under “What type of database do you want to connect to?”, select
ODBC as the database software. You may have to scroll down.
3 Click Next>

Figure T1-002
The Connection Wizard dialog box (Figure T1-003) appears.
1 Leave the User Name and Password boxes empty.

The sample file does not need a user name nor password. When
using your own files, see your database administrator for your user
name and password.
2 For the Host database, select Brio Sample Database.
3 Click Next>

Figure T1-003
The next dialog box (Figure T1-004) notifies you that the connection file
will be saved with the extension oce (Open Catalog Extension.)
• Click Finish.

Figure T1-004
In Figure T1-005, you are asked if you want to save your OCE.
• Click Yes.
Figure T1-005
In the Save Open Catalog dialog box, name the oce file
“tutorial_sample.oce” You will use this sample database for the tutorials.
1 Type: tutorial_sample
2 Click Save.
BrioQuery’s Query screen (Figure T1-006) is now available to you.

Query Section
A query is a request for information to a database. First you create a data
model of the database. You select tables of interest from the table list in
the Catalog pane. When you use these catalog tables, they are converted
into Topics, which are groupings of related data. From a Topic, you
select the specific Items to build the request and add limits, if any.
Finally, you process the query by sending a request to the database. The
database returns the dataset for your query.
BrioQuery allows you to build queries graphically and then process
them with the click of a mouse. You may create a Query section, process
it, and then decide, after looking at your results, to go back and change
your Query section. BrioQuery gives you the flexibility to rework your
Query section as often as you like.
For example, you may ask, “Show me the unit sales for all customers in
San Francisco during the current year.” After examining your results,
you decide to focus on January sales, so you set a few limits and process
it again.
You use the Query section to build your Request line, set the limits, and
then sort the data to arrive at your results. The Query screen, as seen in
Figure T1-006, is your starting place for a new document.
Examine Query Section Interface

The Query screen is divided into the following parts, as seen in Figure
T1-006
• Menu bar
• Standard Toolbar
• Section Title bar: This contains the Request, Limit, Sort, Back, and
Forward arrows.
The Request, Limit, and Sort line buttons are toggle buttons which
hide or display those lines. The Back and Forward arrows are used
to navigate through sections, just like in a web browser.
• Section pane: When this pane is open, it lists the sections that are
available in the BrioQuery document. At this time, there are only

Query and Results sections. As you create more sections, they
appear in this list.
• Catalog pane: In the Query section the Catalog pane lists the tables
that are available in the database.
• Content pane: In the Query section this contains the data model
when it is built.
• Request line: This holds the list of Items requested from the database
server.
• Limit line: This line holds the Items limiting what will be requested
from the server.
• Sort line: The server is to sort the returned dataset on the Items in
this line.
Figure T1-006
A data model is a representation of the database. The Catalog pane lists

the tables in the database. There may be many tables in your database,
but you select only the tables that you need for your data model. Upon
adding a table to the data model, it is converted into a Topic.

The sample database is for a fictional computer business. Information is
stored in different clusters. Information about customers (names,
addresses, and so on) is stored in the CUSTOMERS table. Information
about products (hard disks, mice, keyboards, and so on) is stored in the
ITEMS table.
Open Table Catalog

The Table catalog is like a file selector. It shows you the database’s
available tables. You select the tables that you need in order to create
your data model. There are several ways to expand the table catalog so
that you can see the available tables.
1 DataModel | Table Catalog

2 Click on the “+” next to “Tables” in the Catalog pane.
3 Double click on the “Tables” folder in the Catalog pane.
In Figure T1-007, the table catalog is open and it lists the tables. If
necessary, scroll down to see more tables.
Some of the tables are metadata. This is “data about data.” Typically
stored in database tables and often associated with data warehousing,
this information describes the history, content, and function of database
tables, columns, and joins in understandable business terms.
To build a query, you must first use the table catalog to build a data
model.
Figure T1-007

Select Tables
For this part, you will bring four tables from the Catalog pane into the
Content pane. There are four ways to load a table:
1 Double click on the table.

2 Select the table | shortcut menu | Add Selected Items
3 Click and drag the table to the Content pane.
4 Select the table | Query | Add Requested Item(s)
Bring these three tables to the Content pane:
• PCW_CUSTOMERS
• PCW_ITEMS
• PCW_PERIODS
• PCW_SALES
When you bring the table to the Content pane, the table is converted into
a Topic. A Topic is a logical grouping of related information about a
particular facet of your business, such as Customers or Sales. The Topic
shows a list of Items, one for each column in the database table. Items are
discrete informational attributes of Topics, such as Customer ID, Street
Address, or your Unit Sales. Items represent the column fields of data in
database tables. These are the basis of building your query.
All three Topics, showing their Items and joins, should be in the Content
pane now. See Figure T1-008. Joins will only show up if the “Auto Join”
option is on, as it is in this database.
Hide and Show Section and Catalog Panes

The following button is a toggle between hiding and showing the Section
and Catalog panes.
• Click on the “Show Section/Catalog” button in the Standard
Toolbar.
Note If you have a small monitor, close your Section and Catalog
panes, as in Figure T1-008, to see more of the Topic Items in your
Content pane.

Figure T1-008
Join Manually
Joins are relationships between Topics. If Topics share the same data
Items, they can be joined. By joining Topics, we can use various Items to
create specific correlations.
If you request Items from unjoined Topics, the database server has no
way to correlate the information between the two Topics. This leads to
awkward datasets and run-on queries.
Our data model has a Topic for customers and a Topic for sales. The
customer Topic lists the customer Items and the sales Topic lists the sales
Items. Both Topics have the same Item: Store ID. This lets us match the
stores to the customers. We can then create queries that tell us about the
kinds of sales for customers in certain postal codes. If we didn’t use a
join, then we would have two Topics without any correlations between
them. We would have a list of customers and a list of sold products. We
wouldn’t know which store sold what to whom.

Joins are drawn if “Auto Join” is turned on, which is the default
BrioQuery state, or if metadata or server-defined joins are set up.
The visual joins you see in a data model reflect relationships in the
underlying database. BrioQuery displays joins so that you can see the
relationships between Topics. Note in Figure T1-008 that three of the
Topics are joined. The joins have an “=” as well.
The PCW_PERIODS Topic is not joined to any of the other Topics. You
need to join that Topic to the PCW_SALES Topic because PCW_SALES is
the only Topic with date Items.
• In PCW_PERIODS, click and drag the DAY Item to the
DELIVERY_DATE Item in PCW_SALES.
This joins the two Topics so that you can create queries and reports
based upon groupings of delivery dates and time periods. In Figure T1-
009, each of the Topics has a line connecting it to at least one other Topic.
Figure T1-009
Build Request Line

Items are the information listed within each Topic. By placing Topic
Items in the Request line, you are instructing the database to return data
for those particular columns in the database table. Topic Items are
analogous to columns in the underlying database tables.
You first create the Request line contents and then process the query.

Open a Request line on your screen.
• Click on the Request button on the Section Title bar.
Add Items to the Request line

Items in any of the Topics in your Content pane can be added to the
Request line. This can be done at any time, even after you have
processed the Query and created other sections. Items are added to the
Request line in three ways.
1 Clicking and dragging to the Request line.

2 Select the Item | shortcut menu | Add Selected Items.
3 Select the Item | Query | Add Requested Item(s)
Select Multiple Items

Multiple Items in the same Topic can be selected and added together to
the Request line.
• To select a series of adjacent Items, select the first Item then
Shift+click on the last Item.
Items in the same Topic that are not adjacent can be selected and added
simultaneously. Click on one and Ctrl+click on the others.
• To select non-adjacent Items, select the first Item then Ctrl+click on
the subsequent Items.
Note These multi-Item selection techniques work only when the Items
are in the same Topic. Instead of dragging the Items, you can
also use the shortcut menu to add them once they are selected.
Add the following Items to the Request line. The order of appearance on
the line is unimportant. You can reorder them once they are on the
Request line by dragging and dropping them. See the built Request line
in Figure T1-010.
• ITEM_ID
• ITEM_NAME
• ITEM_TYPE
• OS

• DAY
• QUARTER
• YEAR_NUMBER
• DELIVERY_DATE
• UNITS
• AMOUNT
• STORE
• STORE_TYPE
• STATE
Figure T1-010
Remove Items from the Request line

After building a Request line, any Item can be taken off of the Request
line. There are three ways to remove them from the Request line. You
must first select the Item to be removed.
1 Press the DELETE key.

2 Shortcut menu | Remove
3 Click the Remove button on the Standard toolbar.
4 Click and drag the Item off the Request line.
Note To delete all Items from the Request line, click the Request
button on the Request line to select it and press DELETE. This is
the fastest way to clear all Items from the Request line.
Remove the following two Items:

DAY
ITEM_ID

Rearrange the Order of Request Line Items
Move Items by clicking and dragging them into the desired order on the
Request line. Make sure you drag all of the following Items on the
Request line to the same order as Figure T1-011.
STORE
STORE_TYPE
STATE
ITEM_NAME
ITEM_TYPE
OS
QUARTER
YEAR_NUMBER
DELIVERY_DATE
UNITS
AMOUNT
Figure T1-011
Note An Item may be removed from the Request line at anytime.

However, if the Item is used in subsequent reports, BrioQuery
will warn you and ask for confirmation.
Save Document
Here is a good time to save your document for the first time and name it.
You could wait until you have built all sections exactly as you want
them. However, it’s safer to save your work frequently.
Save this document under the name “lesson1”.
1 File | Save
2 Save it where you prefer.
3 Type: lesson1
4 Click Save.
BrioQuery adds the standard extension “.bqy”.

Note File names and passwords are case sensitive. In general, you
should type in lower case.
Build Limit Line

When building a query, you usually don’t want to see information for
every product you sell. Similarly, you probably don’t want to see this
information for every year the product has been available. You only
want to see certain products and certain periods.
Limits enable you to narrow your request and exclude the data that you
don’t need. This way you see only relevant data.
Limits in the Query section can be applied to any Topic Item, even if the
Item is not part of the Request line.
The Limit button on the Section Title bar acts as a toggle, showing or
hiding the Limit line when clicked. For this tutorial, keep the Limit line
visible to see your Limits as they are created.
Open the Limit line.
• Click on the Limit button on the Section Title bar.
There are three ways to build the Limit line.
1 Click and drag an Item in a Topic to the Limit line.

2 Double click an Item in a Topic.
3 Select an Item in a Topic and use shortcut menu | Limit…
4 Select an Item in a Topic and use the Query menu | Add Limit(s)…
For this Query you will ask for records only if the State is CA (California)
or Year Numbers are “1996” or “1997.” To do this, you will create two
limits Items on the Limit line and combine them with a limit operator.
First create the State limit. You only want “CA” in the STATE column.
• Add the STATE Item in the PCW_CUSTOMERS Topic to the limit
line by using any of the above three methods.
The Limit dialog box in Figure T1-012 opens.

Figure T1-012
1 In the box next to the red “X” and green checkmark buttons, type:
CA
2 Click the green checkmark.
Note that “CA” moves into the scrolling box below the box where you
originally typed it. Your dialog box now looks like Figure T1-013.
Figure T1-013
• Click OK.
Next you want only the years 1996 and 1997, so you request
YEAR_NUMBER to be “1996” or “1997.” Create the limit by opening a
new Limit dialog box.
• Double click on YEAR_NUMBER Item in the PCW_PERIODS Topic.

The Limit dialog box appears. It is like the one in Figure T1-012. This
time, select the values by viewing a list of actual values in the database.
1 Click on the Show Values button.

2 Select “1996” from the list.
3 Shift+click “1997” in the list.
4 Click OK.
Both State and Year Number limits are listed on the Limit line in Figure
T1-014 and the default Boolean operator connecting the two is AND.
Note the “=” limit sign that appears in front of STATE and
YEAR_NUMBER in the data model Topics.
Figure T1-014
If you process this, you will have only records with STATE of “CA” and
a YEAR_NUMBER of “1996” or “1997” in the same row.Table T1.01
shows whether a row is in the Results section, when the operator is an
AND. This depends on the contents of its STATE and YEAR_NUMBER
columns.
Table T1.01 Limits for AND

State Year Number Row in Results Section
CA Not 1996 or 1997 No
CA 1996 or 1997 Yes
Any state except CA Not 1996 or 1997 No
Any state except CA 1996 or 1997 No
If you want to see all of the records that have YEAR_NUMBER of “1996”
or “1997” or the STATE of “CA”, you need to change the AND to an
OR.Table T1.02 Limits for OR, shows which rows would appear in the
Results section, if the operator is an AND.

Table T1.02 Limits for OR
State Year Number Row in Results Section
CA Less than 1997 Yes
CA 1997 or greater Yes
Any state except CA Less than 1997 No
Any state except CA 1997 or greater Yes
Change the Limits operator AND to an OR.

• Click the “AND” button between STATE and YEAR_NUMBER on
the Limit line.
The Limit line now looks like Figure T1-015 and the results set has rows
with either STATE = “CA” OR YEAR_NUMBER = “1996” or “1997.”
Figure T1-015
Sorts in Query Section

Sorts are used in the Query section to have the server sort the data before
sending it over the network. Sorts can also be created in each section of
your document. Most of the time, you will do sorts locally at your
computer; there is no need to do a sort at the server.
Sorts are restricted to only the Items on the Request line. In this tutorial,
you will learn to build a Sort line in the Results section.
Save Document
Now is a good time to save your document. It is always a good idea to
save before processing a query.
Save your document.
• File | Save
You have completed the building of the Query section.

Process Query
Now you will process the query with the limits that you built. This sends
the query instructions, which are written in SQL (Structured Query
Language,) to the database. The server uses your requests and limits to
find the matching data. It then returns the dataset that matches your
specifications to your workstation, sorting it first if you built a Sort line.
This dataset appears in the Results section. See Figure T1-013.
Process the query to see your Results section.
• Click the Process button on the Standard toolbar.
Note To cancel a query as rows are being retrieved to the desktop,

press the [Alt] and [End] keys at the same time.
Your Results section screen is in Figure T1-016.
Results Section
When you process a query, BrioQuery retrieves data to your desktop and
displays data in the Results section.
Items in the Query section’s Request line now appear as columns in the
Results section.
The Results section can be used for the following purposes:
• Refine your results by defining additional limits.
• Create computed columns.
• Sort data locally at your workstation.
• Calculate the break totals or grand totals.
• Enhance the presentation of your results.
• Print or export the retrieved data in a variety of different formats.
Examine Results Section Interface

New Sorts and Limits can be applied in the Results section to manipulate
the data at your local workstation.
Open the Limit line.

• Click the Limit button on the Section Title bar.
Note that the width of each column is the same and that the column
order is the same as that listed on the Request Line in the Query section.
Figure T1-016
Format Results Section

Formatting the data makes it easier to read. You can use formatting to
emphasize information. Formatting features include:
• Resize column width and row height.
• Change font, font size, and type style.
• Customize number, date, and time formats.
• Suppress duplicate values.
In this exercise, you will change column widths and format a column of
numbers. Next, the date in the delivery date column will be formatted.
Finally, you will align the text.

Format Column Widths
In some cases the columns are too wide and in others too narrow. To see
more columns of your Results section on the screen, you need to change
the widths of columns.
1 Anywhere in the column, click and drag on the vertical divider line.
You can decide to return to the standard width for any column.
2 Select the column
3 Format | Column | Standard Width
Any column can be automatically adjusted to fit the title or longest
row item in it.
4 Select the column
5 Format | Column | Auto-Size Width [Ctrl+E]
For this tutorial, auto-size all the columns. Your Results section will look
similar to the one in Figure T1-017.
Figure T1-017
Format Number Column

The number column, AMOUNT, needs to have a currency sign, two
decimal places, and a comma for thousands.
1 Click anywhere in the AMOUNT column.

2 Shortcut menu | Number…
The Properties dialog box with the Number tab (Figure T1-018)
appears.
3 Under the Word “Category:”, select “Currency.”
4 Under the Word “Format:”, select the last item in the list
“$#,##0.00;($#,##0.00)”
5 Click OK.
Figure T1-018
Format Date Columns

There are a number of different looks you can use for a date column. You
will change the date’s appearance on the DELIVERY_DATE column.
Change the DELIVERY_DATE format to “m/d/yy.”
1 Click anywhere in the DELIVERY_DATE column

2 Format | Number…
Under the Word “Category:”, “Date” is already selected.

The Properties dialog box in Figure T1-019 shows the possible formats in
the lower right scroll box.
1 Choose “m/d/yy”, the second choice from the top.

2 Click OK.
Figure T1-019
Format text columns

Change the font style, size, and alignment on the ITEM_TYPE column.
Change the style to bold, the size to 10, and the alignment to center.
1 Select the QUARTER column.

2 Shortcut menu | Font…
3 Click on “Bold” in the Style box.
4 Click on “10” in the Size box.
5 Click OK.
6 Shortcut menu | Alignment…
7 Click on “Center” in the Horizontal Alignment box.
If text formatting cuts off some of the wide items in the column, resize
that column. To resize the width, select the columns and use auto-size
width [Ctrl+E].

Figure T1-020 shows the effects of your formatting the QUARTER
column and the other columns.
Figure T1-020
Add Date Groups

This feature enables you to break out date-type columns into separate
Year, Qtr, and Month items. These three additional columns are
appended to the right of the Results set of columns. Date Groups allow
you more flexibility in displaying and sorting date fields.
1 Select the DELIVERY_DATE column.

2 Results | Add Date Groups
Scroll to the right until you can see the three new columns as in Figure
T1-021.

Figure T1-021
Build Local Limits

Sorts and limits that are done in the Results section are applied by
BrioQuery, not by the database server. They are useful for managing
your local dataset. If you decide that you do not need all the information
retrieved by your query, you can use a local limit to exclude data from
the display and any reports that have been built. Local limits are a good
way to filter the dataset to analyze different situations. You can always
remove the limit and return to the entire Results set.
You can only apply local limits to items that were requested in the Query
section. You will apply a local limit to see just the rows for a certain year.
Limit your data to YEAR_NUMBER “1996.”
1 Click the Limit button in the Section Title bar.

2 Drag YEAR_NUMBER to the Limit line.
The limit dialog box that appears now is the same as the one in the
Query section. See Figure T1-012.
3 In the box next to the red “X” and green checkmark buttons, type:
1996
4 Click the green checkmark. Note that “1996” moves into the scrolling
box below where you originally typed it.
5 Click OK.
Note that your status line now says two different numbers in the “Rows”
information, such as in Figure T1-022. The rest of the rows were not from

fiscal 1996. Any other sections you create, such as Pivot, Chart, or Report,
will only show data from the smaller number of rows.
Figure T1-022
Remove a Local Limit

To return to the full set of rows at any time, remove all items from the
Limit line in the Results section.
1 Click the Limit button on the Limit line.

2 Shortcut menu | Remove
Remove the YEAR_NUMBER item from your Limit line.
Build Sort Line

Data rows can be sorted by various criteria. Once the data is sorted, the
answers to some questions are often obvious, such as business trends
and margins.
BrioQuery has the capacity to perform simple or complex sorts with the
local dataset. When you sort in the Results section, you sort the data on
your desktop.
When you sort more than one item at a time, the left to right order of
data on the Sort line dictates the sort order and creates a nested effect.
The item on the far left is sorted first. Items to the right are then sorted in
order, each within the categories of the preceding item. Furthermore,
each item on the Sort line can be sorted in either ascending or
descending order.
Note Remember that nested effects are based solely on the placement
of items on the Sort line. If the item order is different than the
column order, the sort is still nested, but the visual impact is not
as strong.

Open the Sort line.
• Click the Sort line button on the Section Title bar.
This button acts as a toggle to hide and show the Sort line when clicked.
To display more data rows, hide the Limit line.
In this exercise, you will sort your request by QUARTER in ascending
order (the sort default) and then by STATE in descending order.
1 Click and drag the QUARTER column heading to the Sort line.
2 Click and drag the STATE column heading to the Sort line.
3 Double click on STATE in the Sort line.
4 Click on the Sort Now button in the Sort line.
Note that there is now a downward-pointing triangle after STATE on the
Sort Line. This indicates that the sort is in descending order. QUARTER
has an upward-pointing triangle because it is an ascending sort.
In Figure T1-023, the number of sorts and limits in parentheses on the
Section Title bar tells you how many items there are on each line. There
are (0) after Limit and (2) after Sort.
Figure T1-023
Password Protect Document

If you are working on confidential data, you may want to protect the
document with a password.
• File | Save Options | Password Protect Document…
The dialog box in Figure T1-024 appears and you can set a password for
the document.
As with any password, make sure that you will remember it and that it
cannot be guessed by others. For this tutorial you will make it an easy
one.

Note Passwords are case sensitive.
1 Type: “test” in both boxes.

2 Click OK.
Figure T1-024
Important If you forget your password, your document cannot be

opened. Be sure to write down your password in a safe
area.
Return to Query Section

Aggregation is a querying strategy which uses functions to summarize
data as it is retrieved from the database. The result is a more manageable
document with fewer rows to analyze. Aggregation functions include
sum, average, count, maximum, minimum, and weighted average.
Note that you have a number of “Rows” in your status line at the bottom
of the BrioQuery workspace. You retrieved a row for every sale in your
database. To summarize the data into groups, you need to aggregate the
data.
To return to the Query section
1 Click on the Section Navigator in the Section Title bar.

A list of the sections available in this document appears.
2 Select Query.
Aggregate items in Request Line

After selecting the item to aggregate on the Request line, there are two
ways to get to the aggregation functions.
1 Query | Data Functions

2 Shortcut menu | Data Functions
Now use the Sum Data Function on the UNITS and AMOUNT items on
the Request Line, using either of the above ways.
Note in Figure T1-025 that both UNITS and AMOUNT have SUM in
front of them on the Request line.
Figure T1-025
Process your Query.

In the Results section in Figure T1-026, note that the status line changed
to a smaller number of “Rows” instead of the previously displayed
number.
Note that you now have only one row of data displayed for each group
aggregated. You retrieved a row for every unique combination of the
items in your request line from the database. Each row in the Results
section may be the sum of one or more individual sales records on the
server database.
Figure T1-026
Pivot Section
Pivots turn static tabular data into an interactive, flexible tabular report
that you can quickly and intuitively arrange to show new data
relationships. Just as spreadsheets revolutionized accounting, Pivot gives
you intuitive power over your database.

With BrioQuery’s flexible pivoting feature, you can easily reorient the
data to allow easy comparison of multiple dimensions of data. Pivoting
lets you grab a Dimension tab and swing it around to a different axis.
You can see your data in a new view. Since it is so easy to do, you can try
things “just to see what if?”
In the Pivot section, you can change labels from top labels to side labels
or reverse with a drag and swing action. Pivoting makes it easy to
quickly rearrange your information and view it in different perspectives.
You can also change the order of labels with drag and drop.
For example, a sales Pivot uses side labels for product type and top
labels for the years with sales numbers in the cells. If you add quarters to
the top labels, the number of cells are increased and yearly sales
numbers are further broken into quarters. Each addition to top or side
labels breaks the sales numbers into finer information granularity.
You could change the years from a top label to a side label by pivoting it.
Then look at your data from a different perspective.
In this section you will use two of the most powerful features in
BrioQuery: Pivoting and Drill Anywhere.
You create a Pivot section directly from your Chart or from items in the
Results section. All of the Chart section’s drill capabilities are available in
the Pivot section.
Insert New Pivot Section

You will create a new Pivot from within the Results Section. You use
items from the Results folder in the Catalog pane to build your Pivot.
1 Click on the Results button in the Section pane.

2 Insert | New Pivot
Examine Pivot Section Interface

Make sure the Section and Catalog panes and the Outliner are visible.
Outliners are used in BrioQuery to build Pivot, Report, and Chart
sections from your Results.

Float and Dock the Outliner
Your Outliner can float. To move it, click on the far left side next to the
light gray vertical bar and drag it to where you want it. To dock it,
double click the Outliner’s title bar.
Make sure your Outliner is docked for the rest of this tutorial.
Open the Outliner. The following command will hide it, if it is visible.
• Click the Outliner button on the Section Title bar
When your screen looks like Figure T1-027, you are ready to build your
Pivot section.
The Catalog pane shows a list of Results columns that are available from
your Query section. On the Section Title bar, there are buttons for the
Sort line and Outliner. There is no number or parentheses for the Sort
line button as there was in the Results section.
Terms:
• Top Labels are the column headings on the top of the Pivot.
• Side Labels are the row headings on the side of the Pivot.
• Facts are the numeric values in the body of the Pivot.
• A Dimension tab corresponds to a Results column in the Catalog
pane.

Figure T1-027
Build Pivot
To build a Pivot, you drag Results columns from the Catalog pane to the
Outliner panes. Descriptive Results columns such as names, dates, items,
places, and so on go into the Top or Side Label panes. Numeric Results
columns that will be the content of Facts go into the Facts pane.
You will create a Pivot with Facts, Side Labels, and Top Labels.
Note The Facts pane should contain only numeric Results columns.
Add a Fact to the Outliner

Place the UNITS Results column in the Results (Query) folder from the
Catalog pane into the Outliner Facts pane to start building your Pivot.
Select UNITS and add it to the Facts pane in one of three ways.

1 Click and drag UNITS to the Facts Outliner pane.
2 Pivot | Add Selected Items | Fact
3 Shortcut menu | Add to Facts
In Figure T1-028, you can see that you have the total number of units in
the dataset.
Figure T1-028
Add a Side Label to the Outliner

We need more information to distinguish the UNITS into the different
ITEM_TYPES that were sold. Put the ITEM_TYPE Results column from
the Catalog pane into the Side Labels pane of the Outliner.
• Select ITEM_TYPE and drag it to the Side Labels pane of Outliner.
In Figure T1-029, the total number of units has been separated into
units for each ITEM_TYPE.
Figure T1-029
Add a Top Label to the Outliner

The next category to separate your data will be the years in which the
sales occurred. Put the YEAR_NUMBER Results column from the
Catalog pane into the Outliner’s Top Labels pane.

• Add YEAR_NUMBER to the Top Labels pane of Outliner.
In Figure T1-030, you can see that the units are now separated into
years.
Figure T1-030
Change Column Size

Since you will be breaking years into quarters, now would be a good
time to resize the Units columns. This allows more columns to fit on the
screen.
1 Select anywhere in one of the UNITS cells.

2 Format | Auto-Size Width
Figure T1-031

Add Another Top Label to the Outliner
To see the quarterly breakout of yearly sales, you will add the
QUARTER Results column in the Catalog pane to the Top Labels pane in
Outliner.
• Add QUARTER to the Top Labels pane. Place it after YEAR.
Note in Figure T1-032 that each year now has the quarterly unit sales
information listed under it.
Figure T1-032
Add Another Fact to the Outliner

Place the AMOUNT Results column from the Catalog pane into the
Outliner Facts pane. This increases the number of Fact cells.
Select the AMOUNT and add it to the Facts Outliner pane.
• Click and drag AMOUNT to the Facts pane in Outliner.
In Figure T1-033, each of the categories has an Amount in addition to
the Units.

Figure T1-033
Reorder Facts in the Outliner

If you want to see the facts in a different sequence, you can click and
drag them within the Outliner Facts pane into a new order at anytime.
Move Amount from the right of Units to the left of Units in the Outliner
Facts pane.
• Drag AMOUNT from the right to the left in the Outliner Facts pane.
Note that Amounts and Units changed places in the Pivot. If your
column widths need readjusting, resize them. See Figure T1-034.

Figure T1-034
Remove a Fact from the Outliner

To make more room or to reduce the amount of data, you can remove
Facts from the Fact Outliner pane at any time.
There are three ways to remove a Fact from the Outliner.
1 Select the item and press DELETE.

2 Select the item and use shortcut menu | Remove
3 Select the item and use Pivot | Remove Selected Items
Now try this.
• Remove the AMOUNT Fact from the Outliner Fact pane by using
one of the above methods.
Note that your screen now looks as it did in Figure T1-032.
Note You can move labels between the Outliner Top Labels and Side
Labels panes. However, you should not move numeric facts
from the Facts pane to either Labels pane.

Pivoting Labels
You can reorient your labels on-the-fly by pivoting the top and side
dimensions. Pivoting is frequently helpful for bringing data in one
dimension together with data from other dimensions. By pivoting from
top to side (or side to top), new relationships between data can be
discovered.
In Figure T1-035, note that each Top Label has a tab at its right end. Side
Labels have a tab at the bottom. This tab is called a Dimension tab.
Change QUARTER from a top label to a side label orientation. See Figure
T1-035 for a snapshot of the action.
• Click the Dimension tab at the end of the QUARTER label and drag
it downwards and to the left in the Contents pane to swing it.
Since QUARTER is a label, you are moving the label from the top to
the side.
Figure T1-035
QUARTER is now a Side Label as shown in Figure T1-036. You can see it
listed in the Outliner as a Side Label. Note also that all your Units data
have been rearranged to go with the reorientation of the labels from top
to side. Any label can be reoriented at any time.

Figure T1-036
Reorder the Side Labels

If you want to reorder the Side Labels, you also use pivoting.
To put the ITEM_TYPE label to the right of the QUARTER label, just
drag the ITEM_TYPE tab to the new place.
• Click the ITEM_TYPE tab at the bottom and drag it to the right of the
QUARTER tab.
Note in Figure T1-037 that the data changed to reflect the new order. The
Side Labels pane in the Outliner also changed order.

Figure T1-037
Focus on Items and Hide Items

You can selectively restrict the data that is displayed in the Pivot section
by using the Focus and Hide features. Hidden data is removed from the
display, but not the Outliner. You can restore hidden data at any time.
Focus and Hide are useful when you are interested in a subset of the
data and you want to temporarily conceal distracting detail.
You will choose Q1 data to focus on.
1 Select Q1.
2 Pivot | Focus on Items
Note in Figure T1-038 that all other quarter data disappeared.

Figure T1-038
Show All Items

You now want to see all your data again, so you show all items. Nothing
needs to be selected to do this.
• Pivot | Show All Items
Your screen looks as it did in Figure T1-037 before you focused on Q1
data.
Remove Label from Outliner

To create more room or reduce the amount of data, you can remove
items from any pane in the Outliner at any time. You will remove the
Side Label Quarter from the Outliner.
• Select QUARTER in the Outliner | shortcut menu | Remove
Note that your screen now looks like Figure T1-039.

Figure T1-039
Add Totals
You can add a total for any column or row. Totals appear as an
additional row or column in the Pivot section.
Here you will add a total column for Years.
1 Select the Dimension tab at the end of the Year Top Labels.
2 Shortcut menu | Add Totals
In Figure T1-040, you can see the new Total column. Note that there is a
row for each Item Type in the Total column.
Figure T1-040

Total Functions
The use of total functions is similar to data functions. The difference is
that data functions are applied to underlying values. Total functions
apply to either underlying values or surface values.
• Underlying values are the original numbers that were used in an
operation. It is the original data.
• Surface values are the results of previous operations.
The two functions produce different results. For example, we have two
results: 20 and 30. These are totals of original data (8 + 12 = 20 and 10 +
20 = 30.)
• If we average the underlying values (the original data), then we get 8
+ 12 + 10 + 20 = 50 / 4 = 12.5.
• If we average the surface values (the results of the first two
operations, 20 and 30), then we get 20 + 30 = 50 / 2 = 25.
Note that the underlying average resulted in 12.5 and that the surface
average resulted in 25.
Important Be sure that you understand the underlying and surface

averages. These produce different results.
Apply the Data Function % of Column to the Total column.
1 To select the Total column, Alt+click on the word “Total” in the

Total column.
2 Shortcut menu | Data Functions | % of Column
Note in Figure T1-041 that the values in the Total column changed to
percents.

Figure T1-041
To return to the Sum view of the data, you apply Data Function Sum.
1 Select the column by Alt+clicking on “% of Col”.

2 Shortcut menu | Data Function | Sum
Note that the values changed back to numbers as they were in Figure T1-
040.
Drill Anywhere
Drill Anywhere is a powerful feature that instantly provides detailed
analysis for selected labels. When you spot an label that interests you,
such as a top selling product, you can drill down into that label to find
out more about it. As you continue to drill down into your labels, the
data is revealed in more detail. Since the Drill Anywhere feature uses
data from the Results section, you can dig into your data as deeply as
your original Query section permits.
You can look further into the data underlying the item “Hard Drive.”
1 Click on “Hard Drive” and use shortcut menu | Drill Anywhere.

2 A list appears with all of the items on your Request line.
3 Choose STORE_TYPE.
Underlying the item “Hard Drive” in Figure T1-042, you note that the
store type “Computer “ has the largest share. Note the drill bit icon next
to Item Type in the Side label pane of the Outliner. That icon reminds
you that you have drilled into that item.

Figure T1-042
Drill Up
You can return to your original view of the data by drilling up.
1 Click anywhere in the Store Types.

2 Pivot | Drill Up
Note that the Store Types under Hard Drive disappeared and all the
Item Types reappeared. See Figure T1-040.
Build Sort Line

In the Pivot section, labels are sorted in ascending alphanumeric order
for you. Sorting simplifies the process of data analysis by presenting it in
a significant order. This is especially true in the Pivot section.
Open the Sort line, close the Section and Catalog panes. Then sort Item
Type.
1 Click on the Sort line button in the Section Title bar.

2 Click on the “x” button in the Sections pane.
To see what Item Types are the ones with the highest total units sold,
you will sort ITEM_TYPE by UNITS in Ascending order.
3 Click on one of the ITEM_TYPE labels.
Note that the Sort line now has ITEM_TYPE in it. Your ITEM_TYPE

labels are now sorted in Ascending order.
Do the following steps on the Sort line.
1 Select UNITS in the “by” Sort Type drop down.

2 Click on the “Z -> A” icon.
In Figure T1-043, the Pivot is now sorted in Descending order so that the
Item Type with the most sold Units is at the top of the Item Type group.
To verify that, look at the Total column’s numbers.
Figure T1-043
Close the Sort line.

• Click on the Sort line button in the Section Title bar.
Remove Total
When you no longer need a total, it has to be carefully removed.
Removing is not the reverse of adding it. You must select just the single
data label that says “Total” in the list of labels that you no longer want
totaled. If you select the Dimension tab for that label, you remove that
entire dimension from the Pivot.
Remove the total for Year.
1 Select the “Total” label in the list of Year labels.

2 Pivot | Remove Selected Items
Your screen should look like Figure T1-044.

Important You must select just the single data label that says
“Total” in the list of labels that you no longer want
totaled. If you select the dimension tab for that label, you
remove that entire top or side label from the Pivot.
Figure T1-044
Group and Ungroup Items
Group Items
Sometimes grouping data gives a clearer picture of the underlying
relationships. In your dataset, the Labels for Mouse, Keyboard, and
Keypad can be grouped together into one row as input devices. This
gives a smaller dataset to analyze without ignoring that data.
Group Mouse, Key Board, and Key Pad together.
1 Select the “Mouse” label.

2 Ctrl+click the “Key Pad” label.
3 Ctrl+click the “Key Board” label.
4 Pivot | Group Items
Now give the group a more descriptive name. Set the Label name to
“Input Devices”.
1 Double click on the “*Mouse” label.

2 Type: Input Devices
3 Click OK.

If your label names are partially hidden, resize the width of that column.
Figure T1-045 shows the grouped items with their new label.
Figure T1-045
You now have a smaller number of rows for the Item Types and the data
has been aggregated.
Ungroup Items
Ungrouping is just as easy as grouping. You will ungroup the Input
Devices.
1 Select the Input Devices label.

2 Pivot | Ungroup Items
Note that the original Item Type labels were restored, in addition to the
data being broken back out to the previous form. Your data should look
like it did in Figure T1-044, before you grouped items.
Save Document
Save your document.
• File | Save (or use Ctrl+S)

Pivot2 Section
In this section you will insert another Pivot Section and then delete it.
Insert New Pivot Section

• Insert | New Pivot
Note that this Pivot Section is named Pivot2. Whenever you create
another section of the same type, the number is increased. You can
always rename a section with a more descriptive name.
Important If the renamed section was used in any script, the script
needs to be edited with the new name to continue
working.
If necessary, scroll down the Section pane list to see the new Pivot.
Figure T1-046
Delete Pivot2 Section

You can delete a section at any time. Be certain that you are in the section
that you want to delete. You can check to see what section you are in by
looking at the Section Title bar. It has the active section name.
Delete the Pivot2 section.

1 Be certain that you are in Pivot2 section.
2 Edit | Delete Section
A warning dialog box appears.
3 Click OK.
Chart Section
The Chart section displays your data as charts. With visual displays, you
can see trends and proportional relationships in your data. You can use
pie charts, line charts, bar charts, and so on.
Insert New Chart Section
Create a Chart section.
• Insert | New Chart
Rename Chart Section

To give your Chart section a more descriptive name than “Chart” or
“Chart_2”, you can rename it.
Rename your Chart to “Item Type by Year bar chart.”
1 Edit | Rename Section…

2 Type: Item Type by Year bar chart
3 Click OK.
There is your new name on the Section Title bar and in the Section pane,
as you can see in Figure T1-047.
Note All sections can be renamed with descriptive names of your

choice.
Important If a script refers to a section by name and you rename

the section, you will have to manually update the script
with the new name.

Figure T1-047
Choose Chart Type

To see icons for the chart types, make sure that the Chart Section Tool
bar is available.
• View | Toolbars | Section
You can also choose a chart type from the Format menu.
Figure T1-048 shows the various kinds of charts.

Figure T1-048
• Format | Chart Type

Here you will create a Vertical Bar chart. Use either of the above
methods to choose the Vertical Bar chart.
Build Chart
Use the Outliner to construct and change Charts. The Chart Outliner
functions are similar to those in Pivot Outliner.
To build the rest of the chart, both the Outliner and the Catalog pane
must be visible so that you can select Results columns from the Results
(Query) folder to drag into the Outliner.
You will choose the ITEM_TYPE, and AMOUNT items to drag into the
Outliner.
1 Click and drag AMOUNT to the Facts pane in the Outliner.

2 Click and drag ITEM_TYPE to the X-Categories pane in the Outliner.
To use more of the screen for your chart, hide the Chart Section Tool bar.
• View | Toolbars | Section
The chart is created, as in Figure T1-049. You may have to scroll to see
more of the chart.

Figure T1-049
Sort a Chart Axis

To see the relationships between bars more clearly, sort them on
AMOUNT using the default SUM.
1 Click the Sort line button on the Section Title bar.

2 Choose by AMOUNT.
The bars in the Figure T1-050 chart show the order of the Amounts.

Figure T1-050
Add a Third Dimension

To see the Item Type sales by Year Number information, you can add a
third dimension. Do this by adding the Results column to the Z-
Categories pane in the Outliner.
Add YEAR_NUMBER to the Chart.
• Click and drag YEAR_NUMBER to the Z-Categories pane in
Outliner.
To give yourself more viewing space, close the Chart Section toolbar, the
Outliner, and the Section and Catalog panes. See Figure T1-051.

Figure T1-051
Hide/Show Legend
In your bar chart, each segment is labeled and in a different color, so you
don’t really need a legend. You can turn off the legends.
• Chart | Properties…, or use shortcut menu | Properties…
This gives you the options in the Chart Options dialog box, as you can
see in Figure T1-052. Since the chart contains data only for CA
(California), re-label the chart as “CA only Item Type.”
1 Check off the Show legend box.

2 In the Title box, type: CA only Item Type
3 Click OK.
You can turn the legend on again in the same way.

Figure T1-052
This hides the legend, as in Figure T1-053.
Change Chart Size

You can change the size of the chart by clicking and dragging it.
1 Click in the margin around the chart’s plot area.

2 Grab one of the resize selection handles and resize the chart to the
new size within the plot area by dragging the handle.
Your chart should be similar to the one in Figure T1-053.

Figure T1-053
Report Section
Report Designer allows you to create great-looking reports. Your Report
section can include any Chart and Pivot sections. Multiple Query
sections in a single document allow you to create complex reports that
integrate data from different data sources.
Report Designer’s layout tools let you easily create complex reports.
With drag and drop, add your Pivot, Chart, fields, and graphics to a
Report section. Each item is a individual component with modifiable
properties. Add logos, pictures, text, and backgrounds to round out your
report’s look.
Report Designer has an intuitive toolkit to lay out your Report section in
visual form. Built for production reporting, Report Designer’s flexible
page sizing lets you zoom in for the detail work and then zoom out to
see a bird’s eye view of your layout result. You can work in inches,
centimeters, or pixels and use snap-to and guide line tools to easily lay
out your components down to the pixels.

Note If you have reports that were created in previous versions of
BrioQuery, the Detail reports will be opened and displayed in
read-only mode. To modify a Detail report, convert it to the new
Reporter format. Select Detail | Convert to Report.
The majority of Detail reports will convert without problem,
however, some reports may not be converted correctly.
Report sections allow you to:

• Create grouped or free-form reports.
• Combine data from multiple sources into a single report.
• Display the report in page layout mode, with pagination, margins,
headers, and footers information.
• Include computed fields, graphics, and images.
• Embed Pivots, Charts, or Tables anywhere in the report.
Insert New Report Section

In this part of the tutorial, you will learn to build a grouped tabular
report and insert a Chart section.
Create a Report section.
• Insert | New Report
Note Unlike Pivot and Chart sections, Report sections are not attached
to a Result set.
Examine Report Section Interface

Figure T1-054 shows all of the parts in the Report section.
By default, the ruler measurements are in inches. Click the “in” (inches)
button at the left of the ruler line to change to pixels, centimeters, or
inches.

On the Section Title bar, the following buttons show or hide various
tools.
• Sort line orders the contents of the different bands
• Expression line allows the you to alter the report contents.
• Groups Outliner breaks the report up into categories, such as Years
or Quarters.
• Table Outliner puts facts and dimensions into the report bands.
The Reporter’s Catalog pane has folders that can be expanded to see
their content. You can use these to build the Report section.
• Query has all of the sections that are associated with a particular
Query section, including any Pivot or Chart sections. Pivots and
Charts are dragged as entire objects to the Report Contents pane.
Results and Table folders as whole objects cannot be dragged to the
Report Contents pane. Individual Request and Table columns can be
dragged to the Outliner.
• Graphics has Graphic items to add graphics and text to the report.
• Fields has Report section fields that can be added to enhance the
Report Headers, Report Footers, Page Headers, and Page Footers.
The Report section fields include Page Number, Query Limit, Last
Saved, and Numbers of Pages.
The Report Section Tool bar has layout buttons:
• Align button aligns two or more selected objects either horizontally
or vertically. They are aligned to the same placement as the first
object, either top, middle, bottom, left, right or center.
• Resize button changes the size of two or more selected objects. They
are resized to the same size as the first object selected, either height,
width, or both.
• Layer button moves a selected overlapping item to front, back,
forward, or backward.
• Set Spring button sets a vertical offset between two objects.
• Zoom button changes the magnification level of the viewed report
from 10% to 400%. The default zoom level for a new Report section is
set to page width.

Figure T1-054
Create Tabular Report

You will use some of the Results columns from the Catalog pane’s
Results folder to build a tabular report.
Open the Catalog pane.
• Click the Show Section/Catalog button on the toolbar, or
View | Section/Catalog
Insert Results columns in Report Table Outliner

Building the tabular report is easily done by dragging Results columns
into the Table Outliner’s Dimensions and Facts panes.
Open the Table Outliner.
• Click the Table button in the Section Title bar.
Open the Catalog pane’s Query and Results folders.

1 Double click the Query folder.
2 Click the “+” in front of the Results folder.
Figure T1-055
Now drag the following items to the Table Outliner.
1 Click and drag ITEM_TYPE into the Table Dimensions pane.

2 Click and drag ITEM_NAME into the Table Dimensions pane.
3 Click and drag AMOUNT into the Table Facts pane.
4 Click and drag UNITS into the Table Facts pane.
Your report should look like Figure T1-056. The report table displays all
of the combinations of items placed in the Table Dimensions pane of the
Outliner.
Results columns added to the Table Facts pane are automatically
summed and the totals are displayed in the tabular report at the bottom
of the report table column. As you did in the Pivot section, you may
choose a different Data Function than Sum. Here you will leave it as
Sum.

Figure T1-056
Move a Table in Report

Tables can be moved around in the Report with click and drag action.
Move the Table to the center of the Report.
• Click anywhere inside of the Table and drag so that it is in the center
of the Report.
Figure T1-057

Format Report Table
To make the Table more presentable, you will format the columns.
Format a Table Fact

You can add currency symbols to the Amount column. You can also
remove the total at the bottom of the report table.
Set the Amount column to display currency.
1 Select the AMOUNT column.

2 Shortcut menu | Number…
3 Choose the category: “Currency.”
4 Choose “$#,##0;($#,##0)” (second from the top.)
5 Click OK.
Turn off the Column Totals for the Amount column.

2 Shortcut menu | Show Column Total
The Amount column no longer has a total at the end. If necessary, scroll
down. See Figure T1-058.
Figure T1-058

Format a Table Dimensions Column
To make the Table Dimensions columns more readable, you can
suppress duplicate values in the Item Type column and widen the Item
Name column.
Suppress the duplicate labels in the Item Type column.
1 Select the ITEM_TYPE column.

2 Shortcut menu | Suppress Duplicates
Widen the Item Name column to display the longest name.
1 Select the ITEM_NAME column.

2 Double click the column divider on the right-hand side.
Figure T1-059 shows the result.
Figure T1-059
Sort Report Table

The data in your table is currently sorted by Item Type. You can sort it
by the Amount column in Descending order.
Display your Sort line to display the Table sort.

2 Click anywhere in the table.
This will show you the columns by which the table is currently
sorted.
Sort the Amount column in descending order.

2 Click the Sort Descending button on the Standard toolbar, or
use shortcut menu | Sort Descending
Note that the Item Types and Item Names have been reorganized
according to the values in the Amount column.
Figure T1-060 shows Amount (D) in the Sort line. The D stands for
Descending.
Figure T1-060
Hide your Sort line.

Create Report Groups

Groups define the way data is categorized in a Report section. When you
designate an Results column to serve as a Report Group, you are
instructing BrioQuery to organize data in repeating collections of records
according to those Report Groups.

To set up Report groups, the Group Outliner must be visible. Open the
Group Outliner.
• Click the Groups button in the Section Title bar.
Scroll to the top of the report and zoom it to Page Width.
• View | Zoom | Fit Page Width
Add Report Group 1

You will add the Year Number as your first Group, so that the report
breaks the table into separate year tables.
Add Year Number to the Report Group 1.
• Click and drag YEAR_NUMBER from the Catalog pane to Report
Group 1 in the Group pane.
Year is now in the upper left side of the report. See Figure T1-061. Scroll
down to see the rest of the years. Note that the previously single table
has now been divided into a table for each year.
Figure T1-061

Add Report Group 2
To break the date down further, add Quarter as your second Group.
1 Click and drag Quarter from the Catalog pane to Report Group 2 in
the Group pane.
2 Click on the Close button on the Sections pane.
You now can see the quarter under the year in the upper left side of the
report, as in Figure T1-062. Scroll down in the report to view the quarters
within each year. Note that the previous three tables have been further
divided into a table for each quarter within each year.
Figure T1-062
Modify Group Header

It is easy to change the contents of the Group Headers. You can add
totals, titles, and graphics.
Add Total Fields to a Group Header

Add a total for Units and Amount to the Year Number band.
• Click in the white space of the report body.

The gray line appears that separates the Report Group 1 Header band
from the report body.
1 Select UNITS from the Results Folder in the Catalog pane.

2 Drag it to the right of “1997” in the Report Group 1 Header band.
3 Select the Amount column in the report table.
4 Drag it up into the Report Group 1 Header band.
In the Report Group 1 Header band, resize each of the Totals and place
them above their respective columns.
Your Report Group 1 Header band should resemble Figure T1-063.
Figure T1-063
Format Total Fields in Group Header

You will change the font size, and style on the Total Amount field.
Change the font size, and style on the Total Amount field.
1 Select the Total AMOUNT field in the Report Group 1 Header band.
2 Shortcut menu | Properties… | Font tab
3 Choose “Bold Italic” as the Style.
4 Choose “14” as the Size.
5 Click OK.

Align the Fields in the Group Header
It would look better to align the items Year, and Total Amount in the
Report Group 1 Header band.
1 Select the Year.

2 Ctrl+click the rest of the fields in the Group 1 Header band.
3 Format | Align | Middle
Figure T1-064 shows the results of aligning the Group 1 Header.
Figure T1-064
Sort Reports by Groups

You want to see the report sorted by Year by Total Amount.
Open the Sort line.
Sort the Year Number Group in ascending order.
1 Click in the (Year Number) Group 1 Header band to select it.

2 Drag the Amount Total Field into the Sort line from the Group 1
Header band.
This sorts the report in ascending order.

To sort it in descending order:
1 Click in the (Year Number) Group 1 Header band to reselect it.

2 Select Amount in the Sort line.
3 Click the Sort Descending button on the Standard toolbar.
Close the Sort line.
The year with the highest total amount is at the top of the report in
Figure T1-065.
Figure T1-065
Insert Page Header

Page Headers are printed on every page of the report. You can add a
department title, the file path and name, page numbers, or dates. In this
case, you will add title and page X of Y to the header.
1 Report | Headers and Footers | Page Header

2 Click in the Page Header band.
The Page Header band appears.
You will insert a Text Label graphic to title your report “Sales Report.”
1 Report | Insert Graphic |Text Label

2 Draw a text label graphic in the Page Header band.
3 Select the Text Label graphic in the Page Header band.

4 Type: Sales Report
5 Click outside of it somewhere in the Page Header band.
Now you will put in a page X of Y field and remove the page 1 field.
Finally, you will move the two text labels in the Page Header to the
center of the header.
1 Click in the Page Header band again to select it.

2 Drag and drop the “Page X of Y” field from the Fields Folder into the
Page Header band in the center.
3 Click the Show Section/Catalog button on the Standard toolbar to
hide it.
4 Select the “page 1” field in the Content pane.
5 Press DELETE to remove it.
6 Click and drag the title text label graphic to the middle of the page
header.
7 Click and drag the page of field to just below the Title.
Your report’s page header should be similar to the one in Figure T1-066.
Figure T1-066
Rename Report Section

You can rename your Report section so that it has a more descriptive
name than “Report” or “Report2.” You don’t need to keep the word
“Report” in the name. All Report sections have a distinctive icon in front
of their name in the Section pane so that you can recognize that it is a
Report section.

Note All sections can be renamed with descriptive names of your
choice.
Important If a script refers to a section by name and you rename

the section, you will have to manually update the script
with the new name.
You must first select the section that you want to rename.
You will rename your Report section to “Yr & Qtr for Item Types &
Names.”
1 Select the Report section, if it is not the active section.

2 Edit | Rename Section…
3 Type: Yr & Qtr for Item Types & Names
4 Click OK.
The new name is now listed in the Section Title bar and in the Section
pane. See Figure T1-067.
Figure T1-067

Insert Smart Chart
Smart reporting enables you to insert Charts and/or Pivots into the body
of your report. Those inserted Charts or Pivots show only the data that is
relevant to the report part they are place in. If your report has no group
categories, the inserted Chart or Pivot is for all of the data in the report,
and is the same as it is in its separate section. However, if the report is
grouped by year, as yours is, and you insert a Chart in the report body,
the Chart replicates itself automatically, so there is a Chart for each year
of data in the report. Each year’s Chart will only contain data for that
particular year.
This is also true for more group categories. Your report has a second
group level for quarter. The Charts will divide the underlying data so
they only contain that specific quarter’s data for that particular year.
All of the above work the same for both inserted Charts and inserted
Pivots.
In your Report section you will insert a Chart to show graphically the
Item Type’s break out for each quarter within each year. You will use the
Chart “Item Type by Year bar chart” in the Catalog pane and insert it
below the columns.
If the folder for Query is closed, open it.
1 Click on the “+” sign next to the Query folder.

2 Click and Drag the icon for “Item Type by Year bar chart” to just
below the Table in the Report Body. Allow some white space
between them.
3 Select both the Chart and the columns.
4 Click the Set Spring button on the Section Toolbar.
Note that as you scroll down in your report that there is a Chart for each
quarter within year and that the data is only for that time period. Also,
note that each Chart is the same distance from the bottom of the
columns. Setting the spring causes that distance to remain the same for
each group’s columns and Chart.

Finish
Save Document
Save your document.
• File | Save
Print Report
Print your report to see how it looks on paper.
• File | Print…
Note It’s always a good idea to save your document before you print.
Exit BrioQuery
You have finished all the steps in Tutorial 1. You can exit BrioQuery.
• File | Exit
Note Updates, changes, and new material are available at


Tutorial 2: Create an OLAP Query
OLAP
The information in an OLAP database is stored in cubes. Cubes contain
dimensions and measures. Cubes are built to hold aggregated data,
which anticipate how users think about business models. Cubes deliver
this information efficiently and quickly. A cube may have dozens of
dimensions.
Tutorial 2 Overview
You will create a connection file to the sample OLE DB for OLAP cube
supplied with BrioQuery. Then you will learn how to build the OLAP
Query, manipulate it, process it, and chart it. You will finally download
the OLAP Query to Results, so that you can continue to work with the
dataset offline. After creating the connection file, any major differences
for Essbase or MetaCube will be mentioned in the applicable tutorial
topic.
Objectives
• Create a connection file
• Create an OLAP Query
• Process the OLAP Query
• Chart the OLAP Query
• Download to OLAP Results
89
Start
Launch BrioQuery
• Launch BrioQuery
Connect by Creating a Connection File

Whenever you connect to a database, BrioQuery uses a connection file.
Connection files contain the information to log on to a specific database.
This includes connection parameters such as the connection software, the
database software, the address of your database server, and your
database user name.
For this tutorial, you will use Microsoft’s OLE DB for OLAP database
software and the BrioQuery Connection Wizard to create a connection
file. You have the data cube “pcw.cub” in the BrioQuery Samples folder.
In the BrioQuery dialog box in Figure T2-001,
1 Select the “A New Database Connection File” radio button.

2 Click OK.
90 Tutorial 2: Create an OLAP Query

Figure T2-001
The Connection Wizard dialog box in Figure T2-002 appears.
1 Select OLE DB as the connection software.

2 Select OLE DB as the database software. You have to scroll down to
see it.
3 Click Next>

Figure T2-002
The next screen in Figure T2-003 asks for the OLE DB Provider.
1 Select Microsoft OLE DB Provider for OLAP Services.

2 Click Next>

Figure T2-003
The next screen in Figure T2-004 allows you to choose the source of the
data. In this case, you have been supplied with a cube as part of the
BrioQuery installation. That is what you will use.
1 Select the “Cube File” radio button.

Figure T2-004
When you chose the “Cube File” radio button, a button appears at the
end of the file path box, as in Figure T2-005.

Figure T2-005
1 Click the button to the right of the text entry field.

A file selector box opens. It should display “Pcw.cub” as in Figure
T2-006. This cube file is in your OLAP sample database.
2 Search for the “Pcw.cub” file in the Samples folder of your
BrioQuery installation.
3 Select it and click Open.
Figure T2-006

In Figure T2-007 you will see the “Pcw.cub” file and its path in the File
text field. Your path may be different.
Figure T2-007
1 Click Finish.
The screen changes to Figure T2-008, Connect to the data source.
2 Click Next>
Note Your path may differ.

Figure T2-008
In the dialog box, Figure T2-009, you are told that the connection file you
created will be saved with an extension of “.oce” in the folder you
specify.

Figure T2-009
• Click Finish.
In Figure T2-010, you are asked if you want to save your OCE.
Figure T2-010
1 Click Yes.
The Save Open Catalog dialog box appears. Name the oce file
“tutorial_olap”.
2 Type: tutorial_olap
3 Click Save.
BrioQuery’s OLAP Query screen in Figure T2-011 is now available to
you.

Examine OLAP Query Interface
Figure T2-011
Note Your view may differ.
New OLAP Database Interface

To match your screen with Figure T2-012, you may need to open the
Catalog pane and expand the Measures folder in it.
Open the Catalog pane, if it is hidden.
1 View | Section/Catalog
The Measures folder needs to be open to view its contents.

1 Click the “+” to the left of the Measures folder.
If one of the lower panes (Slicer or Outliner) is undocked and floating,
then double click its title bar to dock it. You will have the same
information showing as in Figure T2-012.
OLAP Terms
The data in OLAP databases is stored in cubes. Cubes are made up of
dimensions and measures. This database cube has four dimensions. A
cube may have dozens of dimensions.
Table T2-1 OLAP Terms.

Item Description
Dimensions Categories of information are called dimensions. In
the Figure T2-012 Catalog pane, the dimensions are
Location, Products, Stores, and Time.
Measures Measures are the numeric values in a database
cube that are available for analysis. The measures
in Figure T2-012 are UNITS and AMOUNT.
Members Members are the content values for a dimension. In
the location dimension, they may be Palo Alto,
Japan, Paris, 4031 Park Ave., Tokyo, USA, France,
Rome, and so on. They all are values for location.
Levels Levels are a grouping of similar types of members.
Using the members listed in the members
definition, there would be a Country level
containing Japan, USA, and France. A City level
would contain the members, Palo Alto, Paris, and
Tokyo. The Address level would hold 35 Main St.
Hierarchies A hierarchy organizes a dimension’s levels and
corresponding members into parent and child
relationships. For the levels mentioned above, the
hierarchy has Country as the parent of the child
City and City as the parent of the child Address.

Figure T2-012
The Time dimension folder needs to be expanded to view several levels

of its contents.
To view all of the levels, make the Catalog pane larger, or simply scroll.
1 Move your cursor to the bar dividing the Section and Catalog panes.
2 When it becomes a double-headed arrow, click and drag the bar up
until only the OLAP Query button is showing in the Section pane.
Now you can expand the Time dimension folder.
1 Click the “+” to the left of the Time folder.

2 Click the “+” to the left of the Values for Time folder.
3 Click the “+” to the left of the 1996 folder.
4 Click the “+” to the left of the Q1 folder.
5 Click the “+” to the left of the Feb folder.
This opens each of the folders.
To be able to view some of the Delivery Dates in Feb, you may need to
make the Catalog pane wider.
Hierarchies and Levels in Time

The time dimension is divided into Year, then into Quarter, then into
Month, then into Order Date. Each of these is a level. You move up and
down between levels in the hierarchy to see greater or less detail. When

you opened the Feb dimension, you went down to the smallest level of
detail in this database cube’s time dimension. Database detail is also
called granularity.
Figure T2-013
To give yourself more room, you need to close the Values for Time
folder.
• Click the “-” to the left of the Values for Time folder.
Resize the Catalog pane to a smaller size.
Build Outliner
To build an OLAP Query, you drag items from the Catalog section pane
to the Outliner panes. Only levels can be dragged into the measures pane
in Outliner. Only dimensions or members of dimensions can be put into
the Top or Side Labels.
Outliner
Use the Outliner in BrioQuery to build the OLAP Query.
Open the Outliner.

• Click the Outliner button on the Section Title bar.
In Figure T2-014, the Outliner is shown at the bottom of the Content
pane.
Figure T2-014
Add Measures to Outliner

You will place the UNITS measure into the Outliner Measures pane to
start building your query. Filling in the Outliner in OLAP Query is like
building the Request line in Query, which is for relational databases.
In your Catalog pane, open the Measures and Product folders, if they are
not open.
• Click on the “+” in front of the Measures folder, or
Double click on the Measures folder itself.
Once the folder is open, select the UNITS measure and add it to the
Measures Outliner pane in one of two ways and then process the
request.
1 Click and drag UNITS to the Measures Outliner pane, or
Use OLAP | Add Fact/Measure
It looks as if nothing happened. Process your query to see results.
2 Click the Process button on the Standard toolbar.
In Figure T2-015, you can see that you have the total number of units in
the dataset.
Note Only measures can be dragged to the measures pane in the

OLAP Query Outliner.

Figure T2-015
Add Side Labels to Outliner

More information is needed to break down the UNITS into the different
ITEM_TYPES. Put ITEM_TYPE from the Products folder into the Side
Labels pane of the Outliner.
1 In your Catalog pane, expand the Products folder.

2 Drag ITEM_TYPE (All) to the Side Labels pane of Outliner.
Again the query needs to be processed to see some data.
3 Click the Process button on the Standard toolbar.
In Figure T2-016, the total number of units is broken out into
ITEM_TYPE.
Note Only dimensions or members of dimensions can be put into the

Top or Side Labels.
Figure T2-016

Hardwire Mode
As you subdivide your data into more detail, it would be helpful for the
processing to occur automatically. This is called Hardwire mode. It is
more convenient than clicking on the Process button each time you make
a change to the Outliner. However, you must wait for every query to
process whenever you put something in or take something out of the
Outliner. The sample cube is small. If you are working with a large data
cube, you may wait a while for each change to process.
Turn on Hardwire mode.
• OLAP | Hardwire Mode.
Continue to Build Outliner
Add Top Labels to Outliner

The next categories you want to divide your data into are the years that
the sales occurred. You will put the YEAR from the Time folder into the
Top Labels pane of the Outliner.
1 In your Catalog pane, expand the Time folder.

2 Drag YEAR (All) dimension to the Top Labels pane of Outliner.
Note that your display updated itself (Figure T2-017) without having to
click on the Process button. Hardwire mode caused BrioQuery to process
your request change automatically.

Figure T2-017
Change Column Size

Since you will be breaking the years into quarters, now would be a good
time to resize the units columns. This will allow more columns to fit on
the screen at one time.
1 Click anywhere in one of the UNITS columns.

2 Format | Auto-Size Width
Figure T2-018

Add More Top Labels
To see the quarterly breakout of yearly sales, you will add the
QUARTER Time dimension to the Top Labels.
• Click and Drag QUARTER (All) from the Time folder to the Top
Labels pane, next to YEAR.
Note in Figure T2-019 that each year has the quarterly unit sales listed
under it.
Figure T2-019
Move Labels in Outliner

Labels can be moved from a Side to a Top label and vice versa. You will
move the Time dimensions, Year and Quarter, from Top labels to Side
labels.
Move From Top to Side Labels in the Outliner

Move Year and Quarter from the Top to the Side label pane in Outliner.
• Drag YEAR from the Top Labels pane of Outliner to the Side Labels
pane.

Note that the Quarter labels moved with it. Two or more levels of a
dimension in the Outliner have to remain together in the same label,
either Top or Side. Dimension levels cannot be split between Side and
Top labels. See Figure T2-020. Labels stay in their hierarchical order. In
other words, Quarter cannot be in front of Year.
Note The hierarchical structure of the data cannot be broken up or

switched around. Two or more levels of a dimension in the
Outliner remain together in the same label, either Top or Side.
Dimension levels cannot be split between Side and Top labels.
Labels also stay in their hierarchical order. Dimension
hierarchies cannot be split by other dimensions’ levels.
Figure T2-020
Reorder the Side Labels in the Outliner

Try to move Item Type to between Year and Quarter in the Side Label
pane in Outliner.
• Drag ITEM_TYPE and try to place it between YEAR and Quarter.
Note that the ITEM_TYPE moved to the right of Quarter. Two or
more levels of the same dimension in the Outliner will remain

together in the same label. Dimension hierarchies cannot be split by
other dimensions. See Figure T2-021.
Figure T2-021
Move From Side to Top Labels in the Outliner

You will return Year and quarter from the Side to the Top label pane in
Outliner.
• Drag YEAR from the Side Labels pane of Outliner to the Top Labels
pane.
Again, note that the Quarter labels moved with it. Your screen should
look the way it looked before changing around the top and side labels.
See Figure T2-019.
Drill Down
Drill Down is a powerful feature that instantly provides detailed analysis
for selected data members. When you spot a specific member that
interests you, such as a top selling product, you can drill down into that
level member to see more detailed data. You can progressively drill
down into your hierarchy to reveal the granular data. The Drill Down
feature retrieves data from the database according to the hierarchy
levels.

You drill down into a specific label by either of the following three ways.
1 Double click on the Label.

2 Select the Label and use shortcut menu | Drill Down
3 Select the Label and use OLAP | Drill Down
Every time you drill down into a label in a dimension row or column,
you see only the data for that level member. When you choose the
Selection tab for that level, you show all the members of that level.
You will choose a specific level member first, then the entire Selection
tab. You cannot drill down on measures.
Look further into the data underlying the label item “Hard Drive” by
drilling down.
• Double click on “Hard Drive”.
Underlying the item “Hard Drive” in Figure T2-022, you have External
and Internal. Note that the only member of the ITEM_TYPE level
showing is the Hard Drive. In addition, note the drill bit icon next to the
drilled level in the Outliner.
Figure T2-022
If you wanted to see all the members of the next level down from the
Internal/External level, you must select the Selection tab below the list in

the Content pane to double click on. This time you will drill down to see
all the members of the underlying data for the OS level.
1 To drill down into External hard disks, double click the External
hard disk label.
2 To drill down into Internal hard disks, double click the Internal hard
disk label.
3 To drill down into both External and Internal hard disks, double
click the Selection tab.
Note in Figure T2-023, that all three OS members are shown. If you
wanted, you could drill down another level to the most granular level of
the product dimension, ITEM_NAME.
You can also select one or more specific members to drill down into.
Figure T2-023
Drill Up
You return to your original view of the data by drilling up one level at a
time. You could drill up to your original level immediately by drilling up
on Hard Drive. In this tutorial, you will do it in stages.
To Drill Up, you simply select the level to drill up to. Then choose one of
the three following methods.

1 Double click on the level.
2 Shortcut menu | Drill Up
3 OLAP | Drill Up
Note that all the OS level members disappear.
Do the same for the Internal External level, using one of the three above
methods.
You are now back to the way the OLAP Query looked before you drilled
down. See Figure T2-019.
Slicer
Slicer is an axis that filters the data.
Only individual members can be used in Slicer. The values for a
dimension are stored in the Values folder within the dimension’s folder.
A Slicer can contain only one member from a dimension.
Slicer can be thought of as a third axis in a OLAP Query. The other axis
are the Side Labels and the Top Labels. Every dimension folder contains
a members subfolder named “Values for…” that dimension. This
subfolder contains the members that are eligible for the Slicer.
Your query may display the dimension Products. The Slicer lets you slice
the data into a store subset, such as computer stores, discount stores, or
electronics stores, and then present a new query for that subset.
A query may have multiple members in the Slicer, each from a different
dimension.
Note No dimension can be represented on more than one axis at any

time. Therefore, if a dimension is represented on a Top or a Side
Label, that dimension cannot have any member in the Slicer.
In this tutorial you will use the Store dimension in the Slicer. You want
to see the query for just Computer stores.
Open the Slicer and add the Computer value from the Store dimension.

1 Click on the Slicer button on the Section Title bar to show the Slicer
pane.
2 In the Catalog pane, expand the Store dimension.
3 Expand the Values for Store folder.
4 Click the “Computer” value and drag it to the Slicer pane.
Note in Figure T2-024 that your query results changed. All values are
now for the “Computer” stores only.
Figure T2-024
Removing a Slicer member is done in either of the following ways:
1 Select the item in the Slicer pane and press DELETE.

2 Select the item in the Slicer pane and use shortcut menu | Remove
Remove the item from the Slicer pane using one of the above methods.

Figure T2-025
Close the Slicer pane, by clicking on the Slicer button on the Section Title
bar.
Create Filters
Filters can include or exclude data by specific criteria. Filters can be set
on any level in a dimension. Filters are added to one of the labels in the
Outliner. Filters can be made of members of one of the dimensions or
selected by a measure. In a filter, there can be multiple data operators on
different items. There are other filter operator types in OLE DB for
OLAP. In addition, Essbase and MetaCube have their own operator
types.
In Essbase and MetaCube, filters can be done on measures. In OLE DB
for OLAP, filters cannot be placed on measures
Note You cannot be in a drilled down state on a dimension and set

filters.
In ITEM_TYPE in the Product dimension, there are seven members: CD-

ROM, Hard Drives, Key Boards, and so on. With filters, we can find the
three least-sold products and study their data.

Create a filter for the bottom three Units Item Types.
1 Select ITEM_TYPE in the Outliner Top Label pane.

2 Shortcut menu | Filter
The dialog box in Figure T2-026 appears.
3 In the “Operator Type” drop down, choose “Bottom N”.
Figure T2-026
Note that the dialog box immediately changed to the one in Figure T2-
027.
1 In the “Index” box, type: 3

2 In the “Measure” drop down menu, choose “Units”.
3 Click Add.

Figure T2-027
Note in the Applied Filters scroll box, you now have “Bottom 3(Units)”
as in Figure T2-028.
• Click OK.
Figure T2-028

You now see only the bottom three Item Type members, Key Pad,
Speakers, and Key Board. This makes it easier to focus your attention on
these three items. Note in the Top Label pane of the Outliner that there is
a small funnel next to ITEM_TYPE. This gives you a visual cue that there
is a filter on that dimension level. See Figure T2-029.
Note You cannot set filters if you are in a drilled down state on a
dimension.
Figure T2-029
Filter Operators
Filter operators depend upon the underlying OLAP database. Different
databases allow different types of filter operators. Since BrioQuery uses
the underlying cube filter operators, the specific operators available to
you are the ones for your database. The filters used in this tutorial are
available in Microsoft OLAP Services OLE DB for OLAP. In Essbase and
MetaCube the filter operators are different.

Remove Filters
A filter can be removed as easily as it was placed.
1 Double click ITEM_TYPE in the Outliner Top label pane, or

shortcut menu | Filter
The dialog box in Figure T2-030 appears.
2 In the “Applied Filters” drop down, select “Bottom 3 (Units)”.
Figure T2-030
3 Click Remove.
4 Click OK.
Note in the Outliner pane, Item Type no longer has a funnel icon next to
it, as it had in Figure T2-029.

Figure T2-031
Add Computed Item

Computed Items allow you to create columns of information not stored
in the cube itself. For example, Units and Amount measures are stored
on the Sales cube, but Revenue is not. A Computed Item for Revenue
(Units multiplied by Amount) can be added to the OLAP Query. The
Revenue will be calculated for each cell retrieved.
In BrioQuery 6.0, computed item expressions are written in MDX. Just as
SQL is the language of relational databases, MDX is the language of
many OLAP databases.
Computed items are not available for Essbase and MetaCube databases.
Computed items are also not available for some OLE DB for OLAP
providers.
You want to see Revenue, which is calculated by multiplying Amount
with Units. You can add a Computed Item to calculate that.
• In any of the measure cells, use the shortcut menu | Add Computed
Item…
The Computed Item dialog box in Figure T2-032 appears. You will build
the definition box piece by piece.

Figure T2-032
1 Select the text in the “Name:” box.

2 Type: Revenue
3 Click on AMOUNT in the “Measures:” box.
4 Click on the Insert button.
5 Click on the “*” button for multiplication.
6 Double click on UNITS.
In the above steps, you built the definition, as seen in Figure T2-033,
for the Computed Item, Revenue.
7 Click OK.

Figure T2-033
You have added a Computed Item column in the OLAP Query section.
Your Revenue column may be too narrow for some of the numbers.
Resize the Revenue column.
You now have Units and Revenue for all three years on the database by
quarter for each Item Type. See Figure T2-034. Note also that the
Computed Item, Revenue, is in the Measures pane of the Outliner.

Figure T2-034
Turn Off Database Totals

You may prefer to see this OLAP Query without the Database Totals.
This option is a toggle switch, so it is very easy to turn it back on again at
any time, in the same way.
Turn off Database Totals.
• OLAP | Database Totals
See Figure T2-035. When the Database Totals are turned on, they become
rows in the Results set and in Chart, they are plotted as regular data.
When they are turned off, as they are now, the Results and Chart
sections are the same as for a non-OLAP Query.

Figure T2-035
It would be easier to see yearly trends if the quarterly data was no longer
showing. You will remove it from the Outliner.
Remove Quarter from the Outliner. In Figure T2-036 you only see years
as a top dimension.
Figure T2-036

Show as Chart
You can show your OLAP Query as a Chart. However, the Chart section
is static, so there is no drill down available in the Chart. Show as Chart
also creates a results set. You may also wish to turn off the Database
Totals, if you have them on. If you do not, the Totals are treated as data
to plot and the Chart section may be adversely affected by them.
• OLAP | Database Totals
Show your OLAP Query as a Chart section.
• OLAP | Show As Chart
Figure T2-037 was created by this command.
Figure T2-037
To return to the previous screen, the OLAP Query,

• Select OLAP Query in the Section Title bar, or click OLAP Query in
the Sections pane.

Offline Access OLAP Data
The OLAP Query dataset can be downloaded to Results and saved with
the BrioQuery document. This allows you to do further analysis of your
query without a Server connection. It also allows you to manipulate the
OLAP Results data in other BrioQuery sections, such as Chart, Pivot, and
Report. You can always return to the OLAP Query section and modify
your query whenever you are connected to the database. Those changes
show up in the OLAP Results section.
While in the OLAP Query section, download to Results section.
• OLAP | Download to Results
By default, the OLAP Results set is saved with the BrioQuery document.
This will enable you to insert new Pivot, Chart, or Report sections with
the saved OLAP Results set when you are offline processing.
Finish
1 File | Save As…

2 Type: lesson2
3 Click Save.
Exit BrioQuery
Having completed all the steps and saved your work, you are now ready
to exit.
• File | Exit
This completes the tutorial on creating OLAP Queries using an OLAP
database. You created a connection file, then you built an OLAP Query
section. After modifying the query, you created a Chart section and then
downloaded to an OLAP Results section.
With the downloaded OLAP Results set, you can make use of many of
the features in Pivot, Chart, Report, or EIS sections that are covered in
the other tutorials.

Rules for OLAP Query
BrioQuery helps you to remember the following OLAP rules. BrioQuery
will not allow you to violate these rules.
• Levels in the same hierarchy cannot be in Side and Top Labels at the
same time. Dimension hierarchies move as a complete unit.
• Levels in the same hierarchy cannot be split by any other
dimensions’ levels. Dimensions in a Label stay together as one unit.
• A Dimension cannot be represented in a Top or Side Label and the
Slicer at the same time.
• Levels within a Dimension must be viewed in the same sequence as
the hierarchy of the dimension.
• You cannot pivot in the OLAP Query section by using the label
handles. “Pivoting” can be done with the Outliner panes.
• You cannot be in a drilled-down state on a dimension and set filters
at the same time.

Tutorial 3: EIS Executive Information System
BrioQuery EIS
EIS sections provide a “dashboard” with pre-built Query and analysis
sections. EIS sections can be set up by advanced users for others who
need information. They can work within an EIS section and find a pre-
designed interface to data without having to build queries.
Advanced users have a powerful toolbox to build customized
application interfaces. BrioQuery provides pre-built blocks, such as
programmable buttons and selection boxes, so that you can quickly
create a polished application. In the same way that Report Designer’s
tools let you build management-level reports, EIS gives you the tools to
assemble data interfaces for your users. Industry standard JavaScript, is
the scripting language for EIS sections.
Objectives
• Understand the different EIS modes
• Use EIS Controls
• Use EIS Graphics
• Use embedded sections
• Modify component properties
• Attach scripts
127
Tutorial Overview
You will enhance a partially built EIS section to get a basic
understanding of what is involved in designing an EIS section.
Beginning with the layout of EIS components—controls, graphics, and
embedded sections—you will experience the ease of making your section
visually appealing. By attaching scripts to various EIS components, you
will determine the behavior of your section. And finally, you will modify
component properties to alter the behavior and appearance of the
various EIS components.
This EIS section can be used as a starting point for the ones you design
after completing this tutorial. The following are some reasons an EIS
section would be useful.
• Simple executive summary
• Controlled access to data and reports
• Distribute BrioQuery documents to non-technical users
Start
Launch BrioQuery from bqy Document

• Launch BrioQuery by double clicking on the document icon,
“tutorial_3.bqy”
This opens the query document but does not connect to the database.
Since you are not going to refresh your data from the server, there is no
need to Logon.
Save Under Different Name

Since you may want to keep the original BrioQuery document
unchanged, save this one under a different name. This will enable you to
go through this tutorial as many times as you want using the pre-built
EIS section in “tutorial_3.qry”.
128 Tutorial 3: EIS Executive Information System

• Use File | Save As… and save the file as lesson3.
EIS Modes
EIS Run Mode

You will run the partially pre-built EIS section.
Change to Run mode.
• Choose EIS and deselect Design mode.
Click the BrioQuery Logo image in the upper left of the EIS area to give
more screen space to the EIS area itself. The script attached to that logo
hides or shows the toolbars, status bar, and the Section and Catalog
panes. The script is activated by clicking the logo. Try the Drop Down
control to limit the display of information for one quarter or all quarters.
Try out the actions listed in Table T3.1 in Run mode, clicking on the item,
and observing the action. When you are taken to another section, return
to the EIS section by clicking the Section Title bar’s Back arrow.
Table T3.1 Check EIS Components and Embedded Sections

Components and Expected Behavior
Embedded Sections
BrioQuery Query logo Hides and shows the toolbars, status bar, and
Section and Catalog panes
Results for: drop down menu Quarter data changes for charts, tables, pivots
Report button Go to the Report section
Pivot button Go to the Pivot section
Units by State by Quarter chart Go to the State Bar Chart section
Total Units by Quarter chart Nothing happens
EIS Design Mode

EIS design mode is used to build and modify the EIS section’s
application interface. The tools available allow you to build a customized
user interface to run all the BrioQuery sections in that document. You

may also start other applications from within the EIS section by
scripting.
Design and Run Modes

Two EIS modes are available to BrioQuery Explorer and Designer users
who create EIS sections.
• Design mode is used to author and add features to the section.
BrioQuery Navigator users do not have access to EIS Design mode.
To use Design mode, choose EIS | Design Mode.
• Run mode is used for deployment; it simulates a Navigator user’s
view of the section. In Run mode, you cannot add any features, but
you can use features that have been added to the section.
To use Run mode, choose EIS and deselect Design mode.
You can tell easily if you are in Run or Design mode. In Design mode,
the Catalog pane shows the folders of EIS components. In Run mode, the
Catalog pane is empty.
For the rest of this part of the Tutorial, you need to be in Design mode,
where you will be building the rest of this EIS section.
Go to Design mode.
Choose EIS | Design Mode
Examine EIS Interface

The EIS section toolbar is detachable and floats just as other section
toolbars.
Open the Catalog pane and expand the folders.
1 Click on the “Show Section/Catalog” button in the Standard

Toolbar.
2 Expand both the Graphics and the Controls folders in the bottom of
the Catalog pane by double clicking on each folder or clicking on the
“+” in front of each folder. See Figure T3-001.
Note that the items in the Graphics folder are the same as the
Graphic items in the Report section.

The Controls folder contains Control items that can be added to your EIS
section.
The EIS Content pane also has Ruler and Grid options. They make it
easier to position your components more precisely. These layout tools
are turned on and off in the EIS menu.
Figure T3-001
Set EIS Section Background

The background of the EIS section can have a fill and border color. Bit
mapped images can be also be used as background.
Change the background color from yellow to white or transparent.
1 Select the background in the right-side EIS Content pane by clicking

in the yellow area and then using shortcut menu | Properties…
2 Select the Border and Background tab on the Properties dialog box
The Properties dialog box in Figure T3-002 appears.

1 In the Background section, at the right of the dialog box, click the
color field that currently shows the yellow color.
2 Select Transparent.
3 Click OK.
Figure T3-002
Note the EIS background color changed.
Create Graphic Component

One of the possible uses for Graphics components is to set off different
parts of your EIS Content pane from each other. In this EIS section, note
that the BrioQuery image and the controls are all in an area that has a
dark, colored background. This area is a rectangle graphic. It is colored
with a fill color. The image and controls are placed on top of the
rectangle by layering them as a higher layer than the rectangle.
You will insert an oval into the EIS section to cover where it says <Insert
Graphic>.
1 Make sure the Graphics folder in the Catalog pane is expanded.

2 Select the Oval Graphic item.

3 Drag and drop the oval on the EIS Background on the <Insert
Graphic> label.
Resize it by dragging on its handles until it looks similar to the one in
Figure T3-003. When an item is selected, you can adjust its placement by
using your arrow keys. This moves it one pixel for every key stroke.
Figure T3-003
Create Control Component

Embedded Control items exist on the pre-built EIS section. Examples
include buttons and drop down lists.
You will add a Control item to the EIS section. Later in this tutorial, you
will attach a simple script to that command control that hides or shows
the oval.
Make sure the Controls folder in the Catalog pane is open, and you can
see the <Insert Button> on the dark-colored background in the EIS
Content pane.
1 Select the Command Button item.

2 Drag and drop the Command Button item on the EIS background on
to the <Insert Button > label below the other two buttons.
See the embedded Command Button in Figure T3-004.

Embedded Sections
An EIS section usually is built to summarize data or as a starting point
for the non-technical user. It acts as a dashboard or launchpad to the
query document. A marketing director may want to look at the following
frequently:
• A bar chart of sales for the last quarter by region
• A table of information on the last three sales over $1 million
• A pivot of the sales for the last year by quarter, customer type, and
item type.
A useful EIS section could be constructed of only embedded sections
with no embedded controls and graphics. The best design will depend
upon your needs.
Insert an Embedded Chart

You will insert the “State Bar Chart”. It will become an embedded
section in the Content pane.
1 Open the Query folder in the Catalog pane.

2 Select the “State Bar Chart”.
3 Drag and drop the Chart onto the EIS background over the <Insert
Chart> label.
Figure T3-004 shows the “State Bar Chart” embedded section.

Figure T3-004
Insert an Embedded Table

You will insert the “Table” just below the title in the space reserved for
it.
1 Select the “Table” in the Catalog pane.

2 Drag and drop it to the EIS background on to the <Insert Table>
label.
See Figure T3-005 for the size and placement of your embedded table
section.

Figure T3-005
Modify Embedded Component Properties

Each embedded component has properties associated with it such as
title, name, color. Embedded sections have other properties governing
their behavior. You will modify color on a graphic component, change
the title of a control component, and modify the behavior of an
embedded section.
Modify a Color Property

You will change the embedded oval graphic color to orange.
1 Select the oval in the EIS Content pane.

2 Right mouse click | Properties…
3 Select the Border and Background tab on the properties dialog.
4 Click the color field in the fill group.
5 Select the color orange.
6 Click OK.
7 Format | Layer | Send to Back
8 Select the <Insert Graphic> text label and press DELETE.
Note the oval color changed to orange. As in Figure T3-006, you have on
your screen an orange oval outlined in black, just behind the letters
“PCW”.

Figure T3-006
Modify a Title Property

You will give a title to the Command Button that you previously
inserted. This will make it obvious what action it will perform.
1 Select the Command Button in the EIS Content pane.

The command button is selected when small squares appear at all
corners.
3 Select the Object tab.
4 In the “Title:” field, type: Show&Hide Oval
Do not change the contents of the “Name:” field.
5 Click OK
If necessary, resize the Command Button so the title fits as in Figure T3-
007.

Figure T3-007
Modify an Embedded Section Property

Embedded sections behave in three ways.
• View-only - It can be looked at it, but cannot be changed.
• Active – When selected, it can be scrolled via scroll bars.
• Hyperlinked – When selected, it takes you to the section and makes
that the active section.
You will change the EIS embedded section “State Bar Chart” behavior to
“Hyperlinked”. When you are in Run mode, clicking the “State Bar
Chart” embedded section takes you to the “State Bar Chart” section and
makes that the active section.
1 Select “Units by State by Quarter” bar embedded chart in the EIS

Content pane.
The Properties dialog box in Figure T3-008 appears.
3 Click the “Hyperlink” radio button.
4 Click OK.

Figure T3-008
Attach script
The EIS designer can add extended functionality by attaching scripts.
Scripts can be attached to embedded sections, graphics, and controls.
They can even be attached to a section itself, so when a section is
activated or deactivated, the script is executed.
Here you will attach a script to the Command Button you inserted and
titled. This script makes the orange oval appear and disappear.
Add a script to the “Show&Hide Oval” button.
1 Select the “Show&Hide Oval” button in the EIS Content pane.

Be sure that the white boxes appear in the corners.
2 Right mouse click | Scripts…
The Script Editor opens as in Figure T3-009.

Figure T3-009
This script switches the orange oval between visible and invisible when
the button is clicked. It is written in JavaScript. The curly brackets “{“
and “}” and the “if” and “else” are all part of the JavaScript language
syntax. BrioQuery’s Object Model contains the property “Visible.”
JavaScript is case sensitive. Type it in, exactly as it appears below and in
Figure T3-010.
if (Oval1.Visible==false)
{
Oval1.Visible = true;
}
else
{
Oval1.Visible = false;
}
See Figure T3-010 below to recheck that what you have typed in
matches.
• Click on the Close box.

Figure T3-010
Test Your EIS Section

Before deploying the EIS section, you need to run it to test each of the
components and embedded sections. Perform the actions in Table T3.2
and check against the expected behavior.
To go to Run mode, turn off Design Mode.
• EIS | Design Mode
After each outcome that takes you to another section, there are two ways
to return to the EIS section.
1 Click the Back arrow on the Section Title bar.

2 Select the EIS section in the Section pane.
Table T3.2 Check your EIS Components and Embedded Sections

Component Expected Behavior What Defines this Behavior
to Click
Results for Quarter data changes Script attached to Results for:
drop down box
Report button Go to the Report section Script attached to Report
command button

Pivot button Go to the Pivot section Script attached to Pivot
command button
Show&Hide Orange Oval appears or Script attached to Show&Hide
Oval button disappears Oval command button
Units by State Go to the State Bar Chart Embedded Section Hyperlink
by Quarter section property
chart
Total Units by Nothing happens Embedded Section View-only
Quarter chart property
Top Selling Nothing happens Embedded Section View-only
Items Types by property
State table
Finish
This completes the third tutorial. You used the pre-built EIS section to
finish the design process.
You embedded sections, inserted a Command Button and a graphic,
changed properties of both components and embedded sections, and
attached a script to the Command button.
Once you complete development on an EIS section, it is ready for
deployment to whomever it was created for. Your well-crafted EIS
section can make analyzing pertinent data a fast and easy process,
especially suited to people who don’t have time to build their own query
or analysis sections.
Exit BrioQuery
Having completed all the steps, you are now ready to save and exit this
tutorial’s BrioQuery session.
1 File | Exit
2 Click Yes
Note Updates and additions to this manual are at


Glossary of Brio Terms
The entry’s capitalization shows its usage. If it is a Brio term, it is

capitalized. If it is a general concept, it is in lower case.
More terms may be at www.brio.com/documentation
If you have suggestions for terms, send email to
[email protected]
Catalog pane The Catalog pane shows a list of elements available for the active
section. If Pivot is the active section, the Catalog pane displays a list of
Results columns. If EIS is the active section, the Catalog pane displays
a list of embeddable sections, graphic items, and control items.
computed item A computed item is a virtual column (as opposed to a column that is
physically stored in the database or cube). It is calculated from the
functions and formula that you build, using the choices provided in
the dialog box.
connection file A connection file is required for the BrioQuery document to use any
database. The connection file (.oce) captures and stores connection
information such as the application program interface software, the
database software, the address of your database server, and your
database user name.
Controls folder The Controls folder contains pre-built items that can be added to your
EIS section, such as list boxes, radio buttons, and command buttons.
You can then attach scripts to the controls embedded in the EIS section
to execute actions.
cube The data in OLAP databases is stored in cubes. Cubes are made up of
dimensions and measures. A cube may have dozens of dimensions.
data function Data functions compute aggregate values, including averages,
maximums, counts and other statistics, which summarize groupings
of data. You can use data functions to aggregate and compute data
from the server before it reaches the Results section, or compute
143
different statistics for aggregated totals and items in the other analysis
sections.
data model A data model is a representation of a subset of the actual database
tables. This is the source for building the Request, Limit, and Sort lines
in a Query section. You create a data model by dragging database
tables from the Catalog pane’s Tables folder into theBrio Enterprise 6.0
Content pane. The data model displays database tables as Topics
when they are in theBrio Enterprise 6.0 Content pane. Topics with any
joins are displayed graphically in the Content pane.
database server A database server is a computer which stores DBMS (database
management system, for example, Oracle, Sybase, and so on) software
and a database shared by a network of computer clients. Most
databases are used in a client/server environment. By storing data on
a single, powerful machine on a network (server), the data is
centralized and accessible to many users (clients). The server ensures
that the data is maintained centrally and serves as a traffic cop to
regulate clients machine access to the data. The server's computing
power is also useful in computing and filtering data from the database
before it consumes network resources and reaches your workstation.
For small or localized databases, your own computer may act as both
database server and client.
Design mode Design mode is used to build and modify EIS sections. In Design
mode, you build EIS sections with pre-built control items, graphic
items, and embedded sections. Design mode is only available in an EIS
section. BrioQuery Navigator users cannot switch to EIS Design mode.
dimension In an OLAP database cube, categories of information are called
dimensions. Examples of dimensions may be Location, Products,
Stores, and Time.
Dimension tab In the Pivot section, a full set of Side or Top Labels is a Dimension tab,
which corresponds to a Results column in the Catalog pane.
EIS Executive Information System (EIS) allows users to build and deploy
analytic applications. Analytical applications focus on delivering
significant prepackaged business content that is encapsulated within
an application. With Brio Enterprise, customers and independent
software vendors can leverage their knowledge of industry specific
best practices and assemble their own analytical applications for
deployment to end users via the Web. Combining embeddable Report
sections and enhanced EIS controls into a visual workspace and
hooking up interactivity between these controls and the native Brio
Technology application, an application designer can quickly create a
variety of robust applications.
EIS Home The EIS Home button returns you to the EIS section that has been
designated as the EIS Home section. If you have only one EIS section,
then EIS Home will return to that section. If you have several EIS
144 Glossary of Brio Terms

sections, the default EIS Home will be the top EIS section in the
Catalog pane. In Design mode you can specify another EIS section to
be the EIS Home section.
embedded Other BrioQuery sections (Results, Tables, Pivots, Charts, and OLAP
Results) can be embedded into an EIS section. By embedding a section,
section
that section is displayed in the EIS Content pane. All embedded
sections maintain live data content and formatting from the original
section. Reprocessing the query, or modifying the original section will
automatically update the display of that embedded section in the EIS
Content pane.
Facts Facts are the numeric values that are broken up in the body of the
Pivot section. To add facts to the Pivot, put Results columns from the
Catalog pane into the Outliner’s Facts pane. Facts are the core numeric
data that you slice and dice in your pivot analysis. Facts are the
numeric values in a relational database that are available to analyze. In
an OLAP Query, they are called measures.
filters In OLAP Query, filters enable you to define and apply limits to the
query once Top or Side Labels have been added to the query. You set a
filter by applying comparison operators on the values for a specific
member. Additional server-specific functions are available based on
the selected OLAP database cube.
Filters are built to include or exclude data according to specific
criteria. Filters can be set on any level in a dimension. However, they
must be one of the labels in the Outliner. Filters can be made of
members of one of the dimensions or selected by a measure. OLE DB
for OLAP has other filter operator types (Top N, Top Sum, Top N%,
Bottom N, Bottom N%, Bottom Sum.) Essbase and MetaCube have
their own operator types. In Essbase and MetaCube, filters can be
done on measures. In OLE DB for OLAP, filters cannot be placed on
measures
Hardwire mode Hardwire mode means that whenever the OLAP Query is changed,
the database is queried to fetch new cube data. In contrast, process
mode is manually controlled. You add or remove several items to the
Outliner, and then press Process to query the database. When
determining whether to use Hardwire mode or process mode,
consider the size of the cube you are working with.
hierarchy In an OLAP database cube, a hierarchy organizes a dimension’s levels
and corresponding members into parent and child relationships. For
the levels in a Location dimension, the hierarchy would have Country
as the parent of the child City and City as the parent of the child
Address.
Item Topic Items are listed in each Topic in the data model and represent
columns in the underlying database tables. Items are the actual
information categories listed under a Topic heading. You select Items

from data model Topics to build the Request, Limit, and Sort lines in
the Query section.
JavaScript JavaScript is the scripting language for Brio Enterprise products. Brio
Enterprise 6.0 includes the Netscape JavaScript interpreter (version
1.4.) This addition allows application developers to use the full
functionality of the industry-standard script language to control Brio
Enterprise applications.
join A join is a link between two Topics, typically indicating the presence
of the same Items or similar Items within each Topic. The visual joins
that are displayed in a data model reflect relationships in the
underlying databases. Joins allow row records in different tables to be
linked on the basis of shared information in a column field. For
example, a row record in the Customer table is joined to a related
record in the Orders table when the Customer ID value for the record
is the same in each table. This allows the order record to be linked
with the record of the customer who placed the order.
Although joins are resolved at the database level, Brio Enterprise 6.0
the data model displays join lines to clarify the relationships between
Topics as a reference for querying. If you request Items from unjoined
Topics, the database server has no way to correlate the information
between the two tables and leads to awkward datasets and run-on
queries.
level Similar types of members in an OLAP database cube are grouped at
the same level. For example, using the members listed in a Location
dimension, France, the USA, and Japan belong to the Country level.
Paris, Palo Alto, and Tokyo belong to the City level. 35 Main Street
belongs to the Address level.
limit Since unfiltered data can take up many gigabytes on a server, limits
make your final data set more efficient and manageable by filtering
out unnecessary information. Limits also refine the scope of your
reports. You can see in the Limit line which Items in your data set are
limited. Although you may have the same Item on both Limit and
Request lines, they are independent of each other. You do not have to
request an Item to limit it, or vice versa. You can apply limits in the
Query or Results sections. In the Query section, the database filters out
limited values before the data reaches your desktop. In the Results
section, limited values are excluded from the display, but remain in
the data set. In the Results section they are called local limits.
local limit Local limits are limits placed on the local dataset. If you decide you do
not need all of the information that is retrieved by your query, you can
use a local limit to exclude data from the display, and any reports that
have been built. Local limits are a good way to filter the dataset to
analyze different situations. You can always remove the limit to return
to the entire results set.

You can only apply local limits to Items that were requested in the
query. Since the other reporting sections reference the results set, the
local limits are also applied to these sections. You can apply only one
limit to a column.
MDD Multidimensional database. See also OLAP database.
MDX MDX (Multi Dimensional eXpressions) is the language that is used to

give instructions to OLE DB for OLAP - compliant databases. (In
comparison, SQL is used with relational databases.) When you build
the OLAP Query section’s Outliner, BrioQuery translates your
requests into MDX instructions. When you process the query, MDX is
sent to the database server. The server returns a collection of records
to your desktop that answers your query. See SQL.
measure Measures are the numeric values in an OLAP database cube that are
available for analysis. Measures may be margin, cost of goods sold,
unit sales, budget amount, and so on.
member In an OLAP database cube, members are the content values for a
dimension. In the location dimension, they could be Palo Alto, Paris,
Tokyo, 35 Main Street, USA, France, Japan, and so on. These are all
member values for the location dimension.
Metadata Metadata is "data about data." Stored in database tables, metadata
describes the history, content, and function of database tables,
columns and joins in understandable business terms. Metadata can
overcome the awkward names or ambiguous abbreviations often used
in a database. For example, in a table named CUST_OLD, metadata
may use a descriptive business name, such as “Inactive Customers.”
OLAP database An OLAP database stores its information in cubes. Cubes contain
dimensions and measures. A cube may have dozens of dimensions.
Cubes are built to hold aggregated data, which anticipate how users
think about business models. Cubes deliver this information
efficiently and quickly.
OLAP Query No writers were harmed in the production of this manual.OLAP
Query enables you to analyze and interact with data stored in an
OLAP cube. When you use BrioQuery to connect to an OLAP cube,
the document immediately opens an OLAP Query section. The OLAP
Query section displays the structure of the cube as a hierarchical tree
in the Catalog pane. Queries are built by dragging measures and
dimension levels or members directly into the Outliner panes.
pivoting In the Pivot section, pivoting is the ability to change a label from a top
to side (or a side to a top) orientation with a simple click and swing of
the label’s Dimension tab.
query A relational query is a request to a database server for information. It
is constructed of Topic Items that are selected from Topics in a data
model. When you create a query, you ask the database to return an

answer to a specific question. The results set is the answer to your
question. There may be a few rows returned or many, depending on
your question. A query may also have a limit, such as “show me only
1996 data.”
relational A relational database stores its information in tables that are related to
database each other by common pieces of information, called keys. Relational
databases store information in tables. A table is subdivided into
column fields. Related information is grouped in column fields. For
example, the Customer table may have columns including Name,
Address, and ID number. Each table contains row records that
describe information about a singular entity, object, or event, such as a
person, product, or transaction. Row records are segmented by
column fields. Rows contain the data that you retrieve from the
database. Database tables are linked by joins. (See join)
Run mode Run mode is used for deployment of pre-built EIS application
interfaces. It simulates a Navigator user’s view of the section. In Run
mode, you can not add any features, but you can use features that are
part of the deployed EIS sections.
script A script is a series of instructions for a computer. Scripting allows you
to automate EIS sections so that user actions may trigger a script.
Scripts are activated when an event occurs, such as clicking a button
or selecting an item from a drop down list. BrioQuery’s scripting
language is JavaScript.
Section pane An open BrioQuery document lists the set of current sections in the
Section pane.
Slicer Slicer is an axis that filters the data in an OLAP Query. Only
individual members can be used in Slicer. Slicer can be thought of as a
third axis in a OLAP Query. The other axis are the Side Labels and the
Top Labels. Every dimension folder contains a members subfolder
named “Values for…” that dimension. This subfolder contains the
members that are eligible for the Slicer.
SQL Structured Query Language is the language used to give instructions
to relational databases. When you build the Query section’s Request,
Limit, and Sort lines, BrioQuery translates your requests into SQL
instructions. When you process the query, the SQL instructions are
sent to the database server. The server returns a collection of records
to your desktop that answers your query. This reply is displayed as
the Results section.
Table Catalog The Table Catalog provides the tables to build a data model. The
Catalog pane in the Query section or Master Data Model sections
contains a list of the tables in a database.
Top and Side In the Pivot section, labels are the column and row headings on the
Labels top and sides of the Pivot. These define categories by which the
numeric values are organized.

Topic When you bring a table to the Content pane in the Query section or
Master Data Model section, the table is converted into a Topic. Topics
are a visual representation of tables in the database. Topics are related
by joins that link certain Items in each Topic. Topics can reflect the
exact Topic and Item structure of database tables, or they can be
customized, virtual views of database tables called meta topics. Each
Topic title bar displays the Topic’s name. The Topic shows a list of
Items, one for each column in the database table.

Index
shortcut menu item, 22, 25

Add Selected Items menu
% Fact, 46
% of Column
Add to Facts
Data Functions menu item, 56
shortcut menu item, 46
Add Totals
A shortcut menu item, 55
A New Database Connection File, 15, 90 additions to documentation, xviii
about Brio Enterprise, 10 adjacent items selection, 25
activate shortcut menu, xv advanced users, 8, 127
Active, 138 aggregate
add data, 41
computed item in OLAP, 119 function, 41
date groups, 37 aggregate items in Request line, 41
EIS control component, 133 aggregated column, 4
Fact to Outliner, 48 align
Fact to Pivot Outliner, 45, 48 Fields in Group Header, 82
items to Request line, 25 Align
measure to OLAP Outliner, 103 Format menu item, 82
multiple items to Request line, 25 Align button
Report Group, 78, 79, 80 Report, 72
Side Label to OLAP Outliner, 104 Align menu
Side Label to Outliner, 46 Middle, 82
Side Label to Pivot Outliner, 46, 52 Alignment...
third chart dimension, 67 shortcut menu item, 36
to X-Categories pane, 65 alphanumeric order, 58
to Z-Categories pane, 67 Alt+click
Top Label to OLAP Outliner, 105, 107 selection, 56, 57
Top Label to Outliner, 46, 48 analyzed off-line, 3
Top Label to Pivot Outliner, 46, 48 AND operator, 30
total column or row to Pivot, 55 application interface, 127
total field to Group Header in report, 80 Applied Filters drop down, 118
total function to Pivot, 56 arrow key placement, 133
Add Date Groups ascending sort, 39
Results menu item, 37 indicator, 40
Add Fact/Measure Pivot, 58
OLAP menu item, 103 Report Group, 82
Add Limit(s)... assumptions
Query menu item, 28 tutorial, xiii
Add Requested Item(s) attach script, 139
Query menu item, 22, 25 Auto Join, 22, 24
Add Selected Items automatic OLAP processing, 105
Pivot menu item, 46 automatically adjusted column width, 34

Auto-Size Width C
Column menu item, 34 cancel a query, 32
Format menu item, 47, 106 case sensitive
keyboard shortcut, 36 file names, passwords, 28
JavaScript, 140
B password, 41
before printing Catalog pane, 20, 143
save document, 87 change size, 101
behavior hide, 22
Active, 138 Pivot, 44
Hyperlinked, 138 Report, 72
View-only, 138 show, 22, 73
bit mapped images centimeter
EIS background, 131 ruler measurements, 71
bold text, 36 change
Boolean operator chart size, 69
AND, 30 chart type, 64
OR, 31 color property, 136
Bottom N, 115 column size, 106
bqy file extension, 27 column size in Pivot, 47
break out date columns, 37 component property, 136
Brio Enterprise, xvi embedded section property, 138
about, 10 Group Header in report, 80
Brio Technology sales, xvii size of Catalog pane, 101
Brio.Insight, xv, 10, 11 title property, 137
Brio.Quickview, 10, 12 Chart, 63
BrioQuery add third dimension, 67
start, 14, 90, 128 build, 65
BrioQuery 6.0 editions, 10 change size, 69
BrioQuery document embed in EIS, 134
overview, 13 Facts pane, 65
BrioQuery EIS, 127 in Report section, 70
BrioQuery registration, xvii insert in Report, 86
browser, 11, 19 insert new, 63
build Outliner, 65
applications, 127 overview, 5, 13
Chart Outliner, 65 rename section, 63
interfaces, 127 resize chart, 69
Limit line in Query, 28 sort axis, 66
local limit, 38 Sort line button, 66
OLAP Outliner, 102, 105 X-Categories pane, 65
OLAP Query, 102 Z-Categories pane, 67
Pivot, 45 Chart legend
Request line, 24 hide, 68
Sort line in Pivot, 58 show, 68
Sort line in Results, 39 Chart menu
tabular report, 73 Properties…, 68
build queries graphically, 19 Chart Options dialog box, 68
152 Index
chart type sales email, xvii
choose, 64 sales telephone, xvii
Chart Type technical support email, xvii
Format menu item, 65 technical support telephone, xvii
charts are dynamic, 5 web site, xvii
child, 100, 145 Content pane, 20
clear Request line, 26 Controls folder, 131, 143
close convert Detail report, 71
folder, 102 Convert to Report
Outliner, 44 Detail menu item, 71
Section pane, 58 courier font, xv
Slicer pane, 114 create
Sort line, 59, 83 a BrioQuery document, 13
column an OLAP Query, 89
automatically adjusted width, 34 computed item in OLAP, 119
change size, 47 computed items in OLAP, 119
format, 34 connection file, 14
format date, 35 EIS control component, 133
format number, 34 graphic component in EIS, 132
format text, 36 OLAP connection file, 90
resize, 106 OLAP filters, 114
width, 33 Report Group, 78, 79, 80
Column State item limit, 28
Format menu item, 34 tabular report, 73
Column menu Ctrl+click selection, 25, 60, 82
Auto-Size Width, 34 Ctrl+E, 36
Standard Width, 34 Ctrl+S, 61
columns cube, 100, 143
Request in Results section, 32 currency
Command Button, 137 format, 34, 76
attach script, 139 customized application interface, 127
item, 133
complex reports, 7
component placement, 133
D
dashboard, 8, 127, 134
computed item, 119, 143
Data, 56, 57
in Measures pane, 121
data function, 56, 143
Computed Item dialog box, 119
Sum, 42
connect by creating a connection file, 14
Data Functions
connection file, 143
Query menu item, 42
create, 14, 90
shortcut menu item, 42, 56, 57
connection software
data model, 2, 10, 11, 13, 20, 21, 24, 144
OLE DB for OLAP, 91
database server, 144
Connection Wizard, 14, 15, 90
database software
contact Brio Technology, xvi
OLE DB for OLAP, 91
documentation, xviii
database table, 21
fax, xvii
database totals
FTP, xvii
in chart, 124
main telephone, xvii
turn off, 122, 124

turn on, 122 Download to Results
Database Totals OLAP menu item, 125
OLAP menu item, 122, 124 draw text label box, 83
DataModel menu drill anywhere
Table Catalog, 21 in Pivot, 57
dataset, 3 Drill Anywhere
date column shortcut menu item, 57
break out, 37 drill back to the database, 6
format, 35 drill bit icon, 57, 110
date groups drill down, 5, 57
add, 37 OLAP Query, 109, 111
DBMS, 144 OLAP rule, 114, 117
default zoom Drill Down
Report, 72 OLAP menu item, 110
delete shortcut menu item, 110
all items from Request line, 26 drill up
section, 62 in Pivot, 58
Delete Section OLAP, 111
Edit menu item, 63 Drill Up
deployment OLAP menu item, 112
EIS, 130, 142 Pivot menu item, 58
descending sort, 39, 59 shortcut menu item, 112
indicator, 40, 78 Drop Down control
Report Group, 82 EIS, 129
descriptive name, 62
Design mode, 130, 144
Design Mode
E
Edit menu
EIS menu item, 130, 141
Delete Section, 63
Rename Section…, 63, 85
Designer, 10
EIS, 127, 144
EIS, 130
add control component, 133
Detail menu
bit mapped images, 131
Convert to Report, 71
change color property, 136
Detail report
change component property, 136, 137
conversion, 71
change embedded section property, 138
different sequence
change title property, 137
Facts, 49
Command Button item, 133
dimension, 101
create control component, 133
OLAP, 100, 144
create graphic component, 132
OLAP rule, 108
deployment, 142
Values for folder, 112
embedded Command Button, 133
Dimension column
embedded section, 134
format, 77
insert control component, 133
dimension OLAP rule, 108
insert embedded Chart, 134
Dimension tab, 51, 144
insert embedded Table section, 135
Pivot, 44
insert oval, 132
dock, 44, 100
interface, 130
documentation updates, xviii, 87
modes, 129
154 Index
modify color property, 136 remove from Pivot Outliner, 50
modify component property, 136, 137 reorder in Pivot Outliner, 49
modify embedded section property, 138 Report, 74
modify title property, 137 Fact column
overview, 8, 13 format, 76
Properties dialog box, 131 Fact Outliner pane, 46
section interface, 130 Fact pane, 45, 49
section overview, 8 Chart, 65
tutorial 3, 127 Pivot, 45
EIS Home, 144 fewer rows, 41
EIS menu fields alignment, 82
Design Mode, 130, 141 Fields folder
Scripts…, 139 Report, 72
EIS Run mode, 129 File menu
EIS section Exit, 87, 125, 142
overview, 13 Print..., 87
embedded section, 134, 145 Save, 27, 31, 61, 87
attach script, 139 Save As…, 125, 129
behavior in EIS, 138 Save Options, 40
in EIS, 134 file names
Table in EIS, 135 case sensitive, 28
Essbase filter, 114, 145
filter operators, 117 operators, 117
filters, 114 Results dataset, 38
no computed items, 119 Filter
examine shortcut menu item, 115, 118
EIS section interface, 130 finish
OLAP Query interface, 99 tutorial 1, 87
Pivot section interface, 43 tutorial 2, 125
Query section interface, 19 tutorial 3, 142
Report section interface, 71 Fit Page Width
Results section interface, 32 Zoom menu item, 79
exclude data, 28 float, 44, 130
Executive Information System, 144 focus on items
exit subset of data, 53
BrioQuery, 87, 125, 142 Focus on Items
Exit Pivot menu item, 53
File menu item, 87, 125, 142 font
Explorer, xv, 10, 11 size, 36
EIS, 130 style, 36
Expression line Font…
Report, 72 shortcut menu item, 36
format
align fields in report, 82
F column, 106
Fact, 48, 49, 145
column widths, 34
Add Selected Items menu item, 46
currency, 34, 76
add to Pivot Outliner, 45, 48
date column, 35
Pivot, 44

font alignment, 36 H
font style, 36 Hardwire mode, 105, 145
number column, 34 Hardwire Mode
Report field alignment, 82 OLAP menu item, 105
Report section, 76, 77, 81, 82 Headers and Footers
Report table, 76 Report menu item, 83
Report Table Dimension column, 77 Headers and Footers menu item
Report Table Fact, 76 Page Header, 83
Report Total Field, 81 Help
Results date column, 35 documentation, xviii
Results number column, 34 Online, xiv
Results section, 33, 34, 35, 36 web site, xvii
Results section column, 34 hide
Results text column, 36 Catalog pane, 22
Table Dimension column in Report, 77 items in Pivot, 53
Table Fact in Report, 76 legend in Chart section, 68
text column, 36 Limit line, 28
Total Field, 81 Outliner, 44
Format menu Section pane, 22
Align, 82 Section toolbar, 65
Auto-Size Width, 47, 106 Sort line, 40, 78, 83
Chart Type, 65 hide items
Column, 34 subset of data, 53
Layer, 136 temporarily conceal data, 53
Number..., 35 hierarchy
function, 41 OLAP, 100, 145
funnel icon, 117, 118 OLAP rule, 108, 109
Host database, 16
G Hyperlink radio button, 138
Graphics folder Hyperlinked, 138
Report, 72
grid options, 131 I
group icon
columns, 3 drill bit, 57, 110
data, 60 funnel, 117, 118
items, 60 important convention, xvi
Labels, 60 inch
Group button, 79 ruler measurements, 71
Group Header individual component, 7
align fields, 82 insert
change content, 80 Chart in Report, 86
Group Items EIS control component, 133
menu item, 60 embedded Chart in EIS, 134
Group Outliner embedded Table section in EIS, 135
Report, 72 graphic component in EIS, 132
show, 79 new Chart section, 63
new Pivot section, 43, 62
156 Index
new Report section, 71 MDX, 119
oval in EIS, 132 SQL, 119
Page Header, 83 launch
Pivot in Report, 86 BrioQuery, 14, 90, 128
Report Page Header, 83 launchpad, 134
Insert Graphic Layer
Report menu item, 83 Format menu item, 136
Insert Graphic menu Layer button
Text Label, 83 Report, 72
Insert menu Layer menu
New Chart, 63 Send to Back, 136
New Pivot, 43, 62 layout buttons
New Report, 71 Report, 72
interface layout tools
EIS section, 130 Report, 70
OLAP Query section, 99 legend
Pivot section, 43 hide, 68
Query section, 19 show, 68
Report section, 71 lesson1, 27
Results section, 32 lesson2, 125
introduction, xiii lesson3, 129
invisible oval, 140 level, 101, 146
Item, 22, 24, 145 OLAP, 100
limit, 146
local, 38
J number of, 40
JavaScript, 9, 127, 140, 146
Query, 28
case sensitive, 140
Limit button, 28, 33, 38, 39
join, 21, 22, 23, 24, 146
Limit dialog box, 28, 29
Auto Join, 24
Limit line, 20, 146
displayed, 24
build, 28
manually, 23
build in query, 28
topics, 23
hide or show, 28
visual, 24
operators, 30
show, 32
K Limit...
keyboard shortcut shortcut menu item, 28
Ctrl+E, 34 local dataset, 38, 39
local limit, 38, 146
build, 38
L remove, 39
label
ungrouping, 61
Label M
grouping, 60 manual
pivoting, 51 content, xiii
remove from Pivot Outliner, 54 conventions, xv
language overview, xiii
JavaScript, 140 manually join, 23

MDD, 147 New Chart, 63
MDX, 119, 147 New Pivot, 43, 62
measure, 103 New Report, 71
computed item, 121 Number..., 35, 76
OLAP, 100, 147 Page Header, 83
rule, 103 Password Protect Document…, 40
Measure folder percent of Column, 56
open, 99 Print..., 87
Measure pane, 103 Properties…, 68, 81, 131, 136, 137, 138
member Remove, 26, 39, 50, 54, 113
OLAP, 100, 147 Remove Selected Items, 50, 59
menu command, xv Rename Section…, 63, 85
menu items Save, 27, 31, 61, 87
% of Column, 56 Save As…, 125, 129
Add Date Groups, 37 Save Options, 40
Add Fact/Measure, 103 Scripts…, 139
Add Limit(s)..., 28 Section, 64, 65
Add Requested Item(s), 22, 25 Section/Catalog, 73, 99
Add Selected Items, 22, 25, 46 Show All Items, 54
Add to Facts, 46 Show As Chart, 124
Add Totals, 55 Show Column Total, 76
Align, 82 Sort Descending, 78
Alignment..., 36 Standard Width, 34
Auto-Size Width, 34, 106 Sum, 57
Chart Type, 65 Suppress Duplicates, 77
Column, 34 Table Catalog, 21
Convert to Report, 71 Text Label, 83
Data Functions, 42, 56, 57 Toolbars, 64, 65
Database Totals, 122, 124 Ungroup Items, 61
Delete Section, 63 Zoom, 79
Design Mode, 130, 141 MetaCube
Download to Results, 125 filter operators, 117
Drill Anywhere, 57 filters, 114
Drill Down, 110 no computed items, 119
Drill Up, 58, 112 metadata, 21, 24, 147
Exit, 87, 125, 142 Microsoft Windows, xvi
Fact, 46 Middle
Filter, 115, 118 Align menu item, 82
Fit Page Width, 79 modifiable properties, 7
Focus on Items, 53 modify
Font…, 36 color property, 136
Group Items, 60 component property, 136, 137
Hardwire Mode, 105 embedded section property, 138
Headers and Footers, 83 Group Header in report, 80
Insert Graphic, 83 title property, 137
Layer, 136 move
Limit..., 28 Facts, 50
Middle, 82 from Side to Top Label in Outliner, 109
158 Index
from Top to Side Label in Outliner, 107 analysis, 3
Pivot Label, 50 OLAP, 89
Report table, 75 add computed item, 119
Multi Dimensional eXpressions, 147 add measure to Outliner, 103
multidimensional database, 147 add Side Label to Outliner, 104
multi-item selection, 25 add Top Label to Outliner, 105, 107
multiple queries, 2 all rules, 126
Bottom N, 115
build Outliner, 102, 105
N close Slicer pane, 114
narrow your request, 28
computed item, 121
Navigator, 10, 11
connection software, 91
EIS, 130
create computed item, 119
nested sort, 39
create computed items, 119
New Chart
create connection file, 90
Insert menu item, 63
create filters, 114
new interface for OLAP databases, 99
cube, 100, 143
new material, 87
database, 147
New Pivot
database language, 119
Insert menu item, 43, 62
database software, 91
New Report
dimension, 100, 144
Insert menu item, 71
drill down, 111
no drill down
drill down rule, 110
in OLAP Chart, 124
drill up, 111
no drill down on OLAP measures, 110
filter, 114
non-adjacent item selection, 25
filter operators, 117
note convention, xvi
filter rule, 114
number column
go to Query section, 124
format, 34
Hardwire mode, 105
number of
hierarchy, 100, 145
limits, 40
interface, 99
sorts, 40
level, 100
Number…
MDX language, 119
Format menu item, 35
measure, 100, 147
menu item, 76
Measure folder, 99
measures rule, 110
member, 100, 147
O move from Side to Top Label in
objectives Outliner, 109
tutorial 1, 14 move Label in Outliner, 107
tutorial 2, 89 new database interface, 99
tutorial 3, 127 no drill down in Chart, 124
oce, 17, 18, 143 offline access to data, 125
oce file, 98 OLE DB for OLAP, 91
oce file extension, 97 Outliner, 102, 104
ODBC, 15 Query, 147
offline reorder Side Labels in Outliner, 108
access to OLAP data, 125

rules, 102, 103, 104, 108, 110, 112, 114, close, 44
117, 126 float and dock, 44
Selection tab, 110, 111 hide, 44
show as Chart, 124 OLAP, 102
show Outliner, 102 Pivot, 43, 44
Side to Top label, 107 remove Fact from Pivot, 50
Slicer, 112 remove Label from Pivot, 54
Slicer button, 114 reorder Facts in Pivot, 49
Slicer pane, 113 reorder Side Label in Pivot, 52
Slicer rule, 112 show, 44
terms, 100 Side Label pane, 108
Top Label to Side Label, 107 Outliner button, 44, 103
tutorial overview, 89 Outliner Facts pane, 45
Values for dimension folder, 112 Oval Graphic item, 132
OLAP menu overview
Add Fact/Measure, 103 BrioQuery document, 13
Database Totals, 122, 124 Chart section, 5, 13
Download to Results, 125 EIS section, 8, 13
Drill Down, 110 manual, xiii
Drill Up, 112 OLAP Query section, 1, 2
Hardwire Mode, 105 Pivot section, 6, 13, 42
Show As Chart, 124 product sections, 1
OLAP Query Query section, 1, 13, 19
overview, 1, 2 Report section, 13, 70
OLE DB for OLAP, xiv, 89, 90, 91, 114, 117, Report section designer, 7
119 Results section, 3, 13, 32
Online Help, xiv tutorial 1, 14
open tutorial 2, 89
Catalog pane folders, 21, 73 tutorial 3, 128
folders, 130 tutorials, xiii, xiv
Measure folder, 99
shortcut menu, xv
table catalog, 21
P
Page Header, 84
Open Catalog Extension, 17
Headers and Footers menu item, 83
Open Data Base Connection, 15
parent, 100, 145
operator
password
AND, 30
case sensitive, 28, 41
OR, 31
protect saved document, 40
Operator Type drop down, 115
remember warning, 41
OR operator, 31
Password Protect Document…
order
Save Options menu item, 40
Facts, 49
percent of Column
Request line items, 27
Data Functions menu item, 56
Outliner
Pivot, 6
add Fact in Pivot, 45, 48
add Fact to Outliner, 45, 48
add Side Label in Pivot, 46
add Side Label to Outliner, 46
add Top Label in Pivot, 46, 48
add Top Label to Outliner, 46, 48
Chart, 65
add total column or row, 55
160 Index
add total function, 56 Focus on Items, 53
alphanumeric sort order, 58 Remove Selected Items, 50, 59
build, 45 Show All Items, 54
build Sort line, 58 Ungroup Items, 61
Catalog pane, 44 Pivot Outliner
change column size, 47 add Fact, 45, 48
delete section, 62 add Side Label, 46, 52
Dimension tab, 44, 51 add Top Label, 46, 48
drill anywhere, 57 remove Fact, 50
drill down, 57 remove Label, 54
drill up, 58 pivoting, 6, 43, 51, 52, 147
Fact, 44 Label, 51
Fact pane, 45 reorder, 52
Fact pane rule, 45 pivoting swing, 43
focus on items, 53 pixel, 8, 133
group items, 60 ruler measurements, 71
group Labels, 60 placement of component, 133
hide items, 53 plugin, 11
in Report sections, 70 pre-built EIS, 128
insert in Report, 86 print report, 87
insert new, 62 Print…
insert new Pivot section, 43 File menu item, 87
interface, 43 Process button, 32, 103, 104, 105
Label grouping, 60 process query, 32
Label ungrouping, 61 with aggregation, 42
move Label, 50 processing time, 2
overview, 6, 13, 42 product registration, xvii
pivoting Label, 51 Properties dialog box, 131, 138
remove Fact from Outliner, 50 format date, 36
remove Label from Outliner, 54 format number, 35
remove total from Pivot, 59 Properties…
reorder Facts in Outliner, 49 Chart menu item, 68
reorder Side Label in Outliner, 52 shortcut menu item, 68, 81, 131, 136, 137,
show all items, 54 138
show Sort line, 58
Side Label, 44
Side Label pane, 45
Q
query, 147
Sort By drop down, 59
multiple, 2
Sort line, 59
relational, 2
Sort Type drop down, 59
Query, 19, 41
terms, 44
cancel, 32
Top Label, 44
interface, 19
Top Label pane, 45
limits, 28
ungroup items, 61
overview, 1, 13, 19
ungroup label, 61
process, 32
Pivot menu
screen, 18
Add Selected Items, 46
sorts, 31
Drill Up, 58
Query folder

open, 73 format table, 76
Report, 72 Report
Query menu add Group, 78, 79, 80
Add Limit(s)..., 28 add total field to Group Header, 80
Add Requested Item(s), 22, 25 Align button, 72
Data Functions, 42 ascending sort, 82
Catalog pane, 72
change Group Header, 80
R column sort, 77
rearrange order of Request line items, 27
create Group, 78, 79, 80
registration
default zoom, 72
BrioQuery, xvii
descending sort, 82
relational
descending sort indicator, 78
database, 148
Expression line, 72
query, 2
Fact, 74
relationships
Fields folder, 72
parent and child, 100, 145
format align fields, 82
remove
format Table Dimension column, 77
Fact from Pivot Outliner, 50
format Table Fact, 76
filters, 118
format Total Field, 81
Item from Request line, 26
Graphics folder, 72
Item from Request line warning, 27
Group button, 79
Label from Pivot Outliner, 54
Group Outliner, 72
local limit, 39
Group sort, 82
total from Pivot, 59
insert new Report section, 71
Remove
insert Page Header, 83
Pivot menu item, 50
insert smart Chart, 70, 86
Request line item, 26
insert smart Pivot, 70, 86
shortcut menu, 39, 54
interface, 71
shortcut menu item, 26, 50, 113
Layers button, 72
Remove button, 26
layout buttons, 72
Remove Selected Items
layout tools, 70
Pivot menu item, 59
magnification, 72
remove total
modify Group Header, 80
warning, 60
move Report table, 75
rename
not attached to a result set, 71
Chart section, 63
open Query folder, 73
Report section, 84
open Results folder, 73
section, 62, 63, 84, 85
overview, 13, 70
section script warning, 62, 63, 85
print, 87
Rename Section…
Query folder, 72
Edit menu item, 63, 85
rename, 84
reorder
Resize button, 72
Facts in Outliner, 49
ruler, 70
pivoting, 52
Set Spring button, 72
Side Label in OLAP Outliner, 108
show Table Outliner, 73
Side Label in Outliner, 52
Sort line, 72
reorient Pivoting, 51
sort table column, 77
report
162 Index
Table button, 73 Results folder
Table Dimensions pane, 74 open, 73
Table Facts pane, 74 Results menu
Table Outliner, 72 Add Date Groups, 37
Zoom button, 72 rework your query, 19
Report Designer, 70 right mouse button, xv
overview, 7 ruler
Report Group measurement, 71
add, 78, 79, 80 Report, 70
ascending sort, 82 ruler options, 131
descending sort, 82 rules
Report Group 1 Header band, 81 OLAP, 102, 103, 104, 108, 110, 112, 114,
Report menu 117, 126
Headers and Footers, 83 OLAP Slicer, 112
Insert Graphic, 83 Pivot Fact pane, 45
Repository, 10 Run mode, 130, 148
Request button, 25 run pre-built EIS, 129
Request columns
in Results section, 32
Request line, 20, 24
S
sample database, 16, 21
add items, 25
save, 61
aggregate items, 41
as, 128
build, 24
before printing, 87
clear, 26
different name, 128
rearrange item order, 27
document, 27, 31, 87
remove Item, 26
for the first time, 27
remove Item warning, 27
password protect, 40
show, 25
password protect document, 40
resize
Save
chart, 69
File menu item, 27, 31, 61, 87
column, 47, 106
Save As…
component, 133
File menu item, 125, 129
Resize button, 72
Save Options
restrict data
File menu item, 40
focus, 53
Save Options menu
hide, 53
Password Protect Document…, 40
Results
script, xv, 139, 148
build Sort line, 39
editor, 139
format, 33
language, 127
format column, 34
rename section warning, 62, 63
format date, 35
rename sections warning, 85
format number, 34
Scripts…
format text, 36
EIS menu item, 139
interface, 32
section
Limit button, 38, 39
delete, 62
overview, 3, 13, 32
rename, 63, 84, 85
purpose, 32
Section
Results columns, 44
Toolbars menu item, 64, 65

Section pane, 19, 148 Drill Up, 112
hide, 22 Filter, 115, 118
show, 22 Font…, 36
Section Title bar, 19 Limit..., 28
Section toolbar Number..., 35
hide, 65 Properties…, 68, 81, 131, 136, 137, 138
show, 64 Remove, 26, 39, 54, 113
Section/Catalog Scripts…, 139
View menu item, 73, 99 Sort Descending, 78
sections overview, 1 Suppress Duplicates, 77
select shortcut menu open, xv
adjacent items, 25 show
catalog tables, 22 all items, 54
multiple items, 25 as Chart, 124
non-adjacent items, 25 Catalog pane, 22, 73
select multiple items Chart legend, 68
adjacent items, 25 Group Outliner, 79
non-adjacent items, 25 legend, 68
selection Limit line, 28, 32
Ctrl+click, 60 OLAP Outliner, 102
selection Outliner, 44
Alt+click, 57 Request line, 25
Ctrl+click, 82 Section pane, 22
Shift+click, 25 Section toolbar, 64
Selection tab Sections/Catalog pane, 130
OLAP, 110, 111 Sort line, 40, 77, 82
Send to Back Sort line in Pivot, 58
Layer menu item, 136 Table Outliner in report, 73
separate date columns, 37 Show All Items
serial number, xvii Pivot menu item, 54
view, xviii Show As Chart
server-defined join, 24 OLAP menu item, 124
set Show Column Total
column width, 77 menu item, 76
EIS background, 131 Show legend box, 68
Label item, 60 Show Section/Catalog, 73
Label name, 60 Show Section/Catalog button, 22, 84, 130
State item limit, 28 side label, 102
Set Spring button, 72 Side Label, 46, 50, 51, 104, 107, 109
shortcut menu add to Pivot Outliner, 46
Add Selected Items, 22, 25 OLAP rule, 104
Add to Facts, 46 Pivot, 44
Add Totals, 55 reorder in OLAP Outliner, 108
Alignment..., 36 reorder in Pivot Outliner, 52
Data Functions, 42, 56, 57 Side Label pane, 46, 104, 108
Design Mode, 141 Pivot, 45
Drill Anywhere, 57 Side to Top label in OLAP, 107
Drill Down, 110 Slicer, 112, 148
164 Index
rule, 112 data function, 42
Slicer button, 113, 114 Data Functions menu item, 57
Slicer pane, 113 summarize data, 41
close, 114 support
smaller dataset email, xvii
group items, 60 technical, xvii
sort, 58 Suppress Duplicates
ascending, 39 shortcut menu item, 77
chart axis, 66 surface average, 56
default, 40 surface values
descending, 39 example, 56
multiple items, 39 total function, 56
nested, 39 System Requirements, xvi
number of, 40
order, 39
Query, 31
T
Table button, 73
Report by Groups, 82
table catalog, 21, 148
Report table column, 77
Table Catalog
Sort By drop down, 59
DataModel menu item, 21
Sort Descending
table column sort, 77
Table Dimension column
Sort Descending button, 78
format, 77
Sort line, 20, 39
Table Dimension pane, 74
build in Pivot, 58
Table Fact
hide, 40, 59, 78, 83
format, 76
Pivot, 44, 59
Table Fact pane, 74
Query, 31, 32
table in database, 21
Report, 72
table in Results section, 3
show, 40, 77, 82
Table Outliner
Sort line button, 40, 58, 59, 77, 78, 82, 83
Report, 72
Chart, 66
show, 73
Pivot, 44
Table section embedded in EIS section, 135
Sort Now button, 40
tabular data, 6, 42
Sort Type drop down, 59
tabular report
SQL, 32, 119, 148
build, 73
Standard Width
create, 73
Column menu item, 34
technical bulletins, xvi
start
technical support, xvii
BrioQuery, 14, 90, 128
email, xvii
tutorial 1, 14
telephone, xvii
tutorial 2, 90
temporary conditions, 4
tutorial 3, 128
terms
State item limit, 28
OLAP, 100
Structured Query Language, 32, 148
Pivot, 44
subset of data
test your EIS section, 141
focus, 53
text column
hide, 53
format, 36
Sum
text convention, xv

Text Label EIS Executive Information System, 127
Insert Graphic menu item, 83 finish, 142
Toolbars objectives, 127
View menu item, 64, 65 overview, 128
Toolbars menu start, 128
Section, 64, 65 tutorial_3.bqy, 128
Top and Side Labels, 148 tutorial_olap, 98
Top Label, 47, 48, 50, 105, 107, 109 tutorial_sample, 18
add to Pivot Outliner, 46, 48
OLAP rule, 104
pane, 48
U
underlying average, 56
pane, 105
underlying values
Pivot, 44
data function, 56
to Side Label in OLAP, 107
example, 56
Top Label pane, 46
total function, 56
Pivot, 45
ungroup items
Topic, 19, 22, 24, 25, 89, 149
in Pivot, 61
data model, 20, 24
Ungroup Items
join, 23
Pivot menu item, 61
joined, 24
ungroup labels, 61
Topic Item, 22, 24
unjoined topic, 23, 24
limit, 28
updates to documentation, xviii
total
add to Pivot, 55
remove from Pivot, 59 V
remove warning, 60 Values for dimension folder, 112
Total Field View menu
format, 81 Section/Catalog, 73, 99
total function Toolbars, 64, 65
add to Pivot, 56 Zoom, 79
turn off database totals, 122, 124 view online help, xiv
turn on database totals, 122 view serial number, xviii
tutorial View-only, 138
assumptions, xiii visible oval, 140
overview, xiii
tutorial 1, xiv, 13
create a BrioQuery document, 13
W
web
finish, 87
Brio Technology site, xvi, xvii
objectives, 14
browser, 11, 19
overview, 14
client, 11, 12
start, 14
Who is This Manual For?, xv
tutorial 2, xiv
widen column, 77
create an OLAP Query, 89
finish, 125
objectives, 89 X
overview, 89 X-Categories pane
start, 90 add to, 65
tutorial 3, xiv Chart, 65
166 Index
Z Zoom
Z-Categories pane View menu item, 79
add to, 67 Zoom button
Chart, 67 Report, 72
zoom Zoom menu
Report, 70 Fit Page Width, 79

168 Index

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Brio Enterprise

Introduction .................................................................................................. xiii

Brio Enterprise User Guide iii

Tutorial 1: Create a BrioQuery document....................................................... 13

Brio Enterprise User Guide v

Tutorial 2: Create an OLAP Query................................................................... 89

Brio Enterprise User Guide vii

Tutorial 3: EIS Executive Information System .............................................. 127

Glossary of Brio Terms .................................................................................. 143

Index ................................................................................................. 151

Figure G-001 Query section .....................................................................................................2

Brio Enterprise User Guide ix

Brio Enterprise User Guide xi

xii List of Figures

What This Manual Contains

Brio Enterprise User Guide xv

Note Contains helpful information that is not in the general

Important Contains important information or a key point.

Contact Brio Technology

Note There are no telephone charges for you to call international

Brio Enterprise User Guide xvii

Note Updates and additions to this manual are at

Brio Enterprise integrates query, analysis, and reporting in one easy-to-

Query and OLAP Query Sections

Figure G-001 Query section

Once created, a query is ready to be processed by the database server.

Figure G-002 OLAP Query section

Brio Enterprise User Guide 3

Figure G-003 Results section

Figure G-004 Chart section

Brio Enterprise User Guide 5

Brio Enterprise User Guide 7

Figure G-006 Report section

Figure G-007 EIS section

Brio Enterprise User Guide 9

Brio Enterprise User Guide 11

Connect by Creating a Connection File

14 Tutorial 1: Create a BrioQuery document

1 Under “What connection software do you want to use?”, select

Brio Enterprise User Guide 15

The Connection Wizard dialog box (Figure T1-003) appears.

1 Leave the User Name and Password boxes empty.

16 Tutorial 1: Create a BrioQuery document

Brio Enterprise User Guide 17

18 Tutorial 1: Create a BrioQuery document

Examine Query Section Interface

Brio Enterprise User Guide 19

A data model is a representation of the database. The Catalog pane lists

20 Tutorial 1: Create a BrioQuery document

Open Table Catalog

1 DataModel | Table Catalog

Brio Enterprise User Guide 21

1 Double click on the table.

Hide and Show Section and Catalog Panes

22 Tutorial 1: Create a BrioQuery document

Brio Enterprise User Guide 23

Build Request Line

24 Tutorial 1: Create a BrioQuery document

Add Items to the Request line

1 Clicking and dragging to the Request line.