Analyze Report

Explanation

This activity is used to analyze an executed report. You can use Zoom In and Drill Down features to analyze the report. Any non BA output that should be saved with the BA report can be placed on a non-BA sheet during the report analysis.

Prerequisites

In order to analyze a report you must have an executed report.

If you want to zoom-in a report then, the report must have been designed using the Zoom-in feature. If you want to drill down a report then, the report must have been designed using the Drill Down feature.

If you want to enter non-BA content that needs to be saved with the BA report, a non-BA sheet should be defined when designing the report.

System Effects

N/A

Related Process Model

Execute Report

Related Activity

Perform Writeback

Procedure

To analyze a report using Zoom In:

Right-click and click Zoom In option to view zoomed information. This information will open up in a new worksheet in Microsoft Excel.

To analyze a report using Drill Down:

Right-click and click Drill Down option to view drilled down information. This information will open up in a new worksheet in Microsoft Excel.
Select a row in the report which opened up in the new excel sheet.
Right-click and click on the URL option available. This will take you to the relevant window in IFS Applications.

Note: If the system parameters relating to the URL option have not been setup in IFS Solution Manager it will result in an error. In such an instance, contact the system administrator.

To enter notes, comments and any other non-BA content:

Open the relevant non-BA sheet.
Enter the required notes, comments, diagrams or text reports based on the report analysis that you want to save with the report.
Enter the required pivot tables/charts in the non-BA sheet by referring to data from the BA sheets.

Note: If the Auto-Refreshing Enabled for Excel Pivot check box is selected for the non-BA sheet, the pivot table/chart will get updated with latest data from the subsequent BA report executions.