Configure the First Report

After the data source definition for the component, the next step is the report configuration.

Here, we will guide you through the process of preparing the report using XML configuration. To define the report you should accomplish the following steps:

1. Open config.xml for editing.
2. Insert blank XML template for default slice after <dataSource> block :
   

   <config>
     <dataSource type="...">
       ...
     </dataSource>
   
     <defaultSlice>
       <axes>
         <axis name="rows"> </axis>
         <axis name="columns"> </axis>
         <axis name="pages"> </axis>
       </axes>
       <measures> </measures>
     </defaultSlice>
   
   </config>

3. Add rows data: insert into <axis name="rows"> tag <hierarchy> block(s) with dimension name and hierarchy name, you may add as much fields as you like:
   

   <axis name="rows">
     <hierarchy>
       <dimensionName>[Country]</dimensionName>
       <hierarchyName>[Country].[Country]</hierarchyName>
     </hierarchy>
   
     <hierarchy>
       <dimensionName>[Color]</dimensionName>
       <hierarchyName>[Color].[Color]</hierarchyName>
     </hierarchy>
   </axis>

4. Add columns data: insert into tag <axis name="columns"> <hierarchy> block(s) too:
   

   <axis name="columns">
     <hierarchy>
       <dimensionName>[Category]</dimensionName>
       <hierarchyName>[Category].[Category]</hierarchyName>
     </hierarchy>
   </axis>

5. Define which values you would like to be shown on the report. You can add several values:

   <measures>
     <measure>[Measures].[Price]</measure>
     <measure>[Measures].[Quantity]</measure>
   </measures>
   

   Also, you have to specify where measures should be shown: add measures hierarchy block to columns (in example) or rows tag:

   <axis name="columns">
     <hierarchy>
       <dimensionName>[Category]</dimensionName>
       <hierarchyName>[Category].[Category]</hierarchyName>
     </hierarchy>
   
     <hierarchy>
       <dimensionName>[Measures]</dimensionName>
       <hierarchyName>[Measures]</hierarchyName>
     </hierarchy>
   </axis>

6. Your default slice should look like this:

   <defaultSlice>
     <axes>
       <axis name="rows">
         <hierarchy>
           <dimensionName>[Country]</dimensionName>
           <hierarchyName>[Country].[Country]</hierarchyName>
         </hierarchy>
   
         <hierarchy>
           <dimensionName>[Color]</dimensionName>
           <hierarchyName>[Color].[Color]</hierarchyName>
         </hierarchy>
       </axis>
   
       <axis name="columns">
         <hierarchy>
           <dimensionName>[Category]</dimensionName>
           <hierarchyName>[Category].[Category]</hierarchyName>
         </hierarchy>
   
         <hierarchy>
           <dimensionName>[Measures]</dimensionName>
           <hierarchyName>[Measures]</hierarchyName>
         </hierarchy>
       </axis>
       <axis name="pages"> </axis>
     </axes>
   
     <measures>
       <measure>[Measures].[Price]</measure>
       <measure>[Measures].[Quantity]</measure>
     </measures>
   </defaultSlice>
   

   
   
7. Refresh your page with Pivot Table and Charts Component - you will see grid with data.

Optional:

• Add Report Filter
  To add Report Filter (filter the entire report based on the selected field), insert hierarchy block to <axis name="pages"> tag:
  

  <axis name="pages">
    <hierarchy>
      <dimensionName>[Destination]</dimensionName>
      <hierarchyName>[Destination].[Destination]</hierarchyName>
    </hierarchy>
  </axis>

• Add Aggregations for Values
  This option is available only for CSV data sources. You can define an aggregation for each value you add by setting aggregation property of <measure> tag.

  <measure aggregation="Count">[Measures].[Quantity]</measure>

  The following aggregation functions are available for CSV data source:

  Function	Summarizes
  Sum	The sum of the values. This is the default function for numeric data.
  Count	The number of data values
  Average	The average of the values
  Max	The largest value
  Min	The smallest value
  Product	The product of the values
  Percent	Values in percent

  
  
• Add Filter Data
  You can filter data both on rows and on columns in the Pivot Table report. Filters are additive ('AND' filters), and can be applied to any field from rows or columns. Each additional filter reduces the subset of data. Each <hierarchy> tag can have additional <filter> block which includes all the members of the field which would be included into report.
  

  <axis name="rows">
    <hierarchy>
      <dimensionName>[Color]</dimensionName>
      <hierarchyName>[Color].[Color]</hierarchyName>
      <filter>
        <member>[Color].[Color].[red]</member>
        <member>[Color].[Color].[green]</member>
      </filter>
    </hierarchy>
  </axis>

If you have any troubleshooting with this process, open index.html from your package to see the example of Pivot Table and Charts embedding with sample data. Also see Troubleshooting.