Xi3-1 Voyager Userguide en

BusinessObjects Voyager User's
Guide
BusinessObjects Voyager XI 3.1

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Contents
Chapter 1 Introduction to BusinessObjects Voyager 15
About this guide.........................................................................................16
What is BusinessObjects Voyager?.....................................................16
Who should read this guide?................................................................19
Chapter 2 Understanding OLAP 21

OLAP Overview.........................................................................................22
Multi-dimensional data cubes....................................................................22
Hierarchical data........................................................................................24
Chapter 3 Getting Started with BusinessObjects Voyager 27

Opening a workspace and analyzing data.................................................28
Some essential terminology.......................................................................28
Create a Voyager workspace....................................................................32
Define a query...........................................................................................34
Add charts and more crosstabs.................................................................35
Adding a chart to the page...................................................................35
Adding another crosstab to the page...................................................37
Chapter 4 Using Queries to Analyze Cube Data 41

Creating and defining queries to answer your business questions...........42
Defining queries.........................................................................................42
Modifying queries.......................................................................................46
Adding queries...........................................................................................49
Creating complex queries by nesting dimensions.....................................50
BusinessObjects Voyager User's Guide 3

Contents
Linking a component to a different query...................................................52

Deleting queries.........................................................................................53
Queries and visual components explained................................................54
Chapter 5 Using Charts to Visualize Data 57

Overview of Voyager charts.......................................................................58
Adding a chart to the analysis window......................................................59
Adding data to a chart................................................................................61
Defining a query using an empty chart component..............................62
Modifying a query in a chart.................................................................63
Chart types................................................................................................63
Bar and column charts.........................................................................65
Multi line charts....................................................................................70
Multi pie charts.....................................................................................71
Scatter charts.......................................................................................72
Other charts..........................................................................................73
To change the chart type......................................................................76
Scrolling through large data sets in charts................................................76
Customizing charts....................................................................................77
Chart name and comments..................................................................79
Chart color palettes..............................................................................79
Chart styles..........................................................................................80
Display font...........................................................................................80
Suppressing null values in charts.........................................................80
Displaying parent members..................................................................81
Displaying visual totals.........................................................................81
Hiding the chart dimension panel.........................................................82
Displaying hierarchical chart labels......................................................82
Hiding the chart legend........................................................................82
Chart axis labels...................................................................................83
Scatter chart and bubble chart measures............................................83
4 BusinessObjects Voyager User's Guide

Contents
Pie chart labels.....................................................................................84
Chapter 6 Selecting Members to Display in Crosstabs and Charts 85

Overview of member selection..................................................................86
Selecting individual members from a list of all members...........................88
Selecting members by searching..............................................................89
Selecting all members at a particular level in the dimension.....................91
Selecting parent, child, or sibling members...............................................92
Changing the displayed measures............................................................93
Hiding members from view........................................................................93
Setting the slice member...........................................................................94
Deselecting members................................................................................95
Using favorite groups to save sets of members........................................96
To create a favorite group.....................................................................96
To remove a favorite group...................................................................97
Showing only selected members in the Member Selector.........................97
Displaying member names and captions...................................................97
Displaying the parent names of all members............................................98
Chapter 7 Sorting, Filtering, and Ranking Data 101

Sorting data columns or rows..................................................................102
To sort data columns or rows in ascending order...............................103
To sort data columns or rows in descending order.............................103
To reverse the sort direction...............................................................103
Sorting within hierarchies...................................................................104
Removing a sort.................................................................................106
Filtering the data in crosstabs and charts................................................106
To apply a new filter............................................................................107
To modify an existing filter..................................................................107
Adding a second filter.........................................................................108

Contents
Removing a filter................................................................................108
Ranking the data in the crosstab.............................................................109
To add a rank......................................................................................110
To modify an existing rank..................................................................110
Adding a second rank.........................................................................111
Removing a rank................................................................................111
Displaying sorts, filters, and ranks applied to the query..........................112
Hidden sorts, filters, and ranks................................................................112
Automatically removed sorts, filters, and ranks.......................................113
Combining a filter and rank......................................................................113
Combining a sort and filter.......................................................................113
Combining a sort and rank......................................................................113
Excluding null values...............................................................................114
To filter out all null rows and columns from a query...........................114
To filter out only null rows or null columns from a query....................114
To remove null suppression................................................................115
Chapter 8 Highlighting Exceptions in Data 117

Overview of exception highlighting..........................................................118
Traffic light exception highlighting......................................................119
Shades of red and green exception highlighting................................119
Hot and cold exception highlighting...................................................120
Applying exception highlighting...............................................................121
To apply row and column exception highlighting................................122
To apply global exception highlighting................................................123
To apply traffic light exception highlighting.........................................124
To apply shades of red or green exception highlighting.....................124
To apply hot and cold exception highlighting......................................125
To add a range...................................................................................126
To delete a range................................................................................127
To change the start or end point of a range.......................................127

Contents
To change the highlight color of a range............................................128

To reverse the highlighting colors.......................................................128
Removing exception highlighting.............................................................128
Chapter 9 Defining Calculations 131

Overview of calculations..........................................................................132
Visual totals.............................................................................................132
To add the default totals.....................................................................134
To add commonly used visual totals (Aggregate, Sum, Average, and
Count).................................................................................................135
To add other visual totals....................................................................135
Changing to a different visual total.....................................................136
Removing visual totals.......................................................................136
Visual totals on filtered data...............................................................137
Visual totals on axes with nested dimensions....................................137
Visual totals on charts........................................................................138
Basic calculations....................................................................................138
Adding a basic calculation..................................................................139
Custom calculations.................................................................................140
Adding a custom calculation...............................................................143
Mathematical operations....................................................................145
Time-based operations.......................................................................149
Rank calculation.................................................................................152
Chapter 10 Exploring Different Views of Your Data 153

Swapping dimensions..............................................................................154
To swap all rows with all columns.......................................................154
To swap two dimensions....................................................................154
Swapping dimensions containing sorts, filters, and ranks..................155
Removing dimensions.............................................................................155

Contents
Nesting dimensions.................................................................................155
To nest dimensions.............................................................................155
Changing the order of nested dimensions.........................................156
Changing the slice of data.......................................................................157
Drilling down and drilling up.....................................................................157
To expand-drill down a level in a crosstab.........................................158
To expand-drill up a level in a crosstab..............................................159
To expand-drill down a level in a chart...............................................159
To expand-drill up a level in a chart....................................................159
To focus-drill down a level in a crosstab.............................................160
To focus-drill up a level in a crosstab.................................................160
To focus-drill down a level in a chart..................................................160
To focus-drill up a level in a chart.......................................................160
Drilling through to underlying relational data...........................................161
To drill through to relational data........................................................161
The relational table viewer.................................................................162
Exporting drill-through data................................................................162
Copying a component to compare variations in data..............................163
Resizing and moving components...........................................................164
To move or resize a chart or crosstab................................................166
Undo and Redo........................................................................................167
Chapter 11 Formatting Crosstab Data 169

Formatting data in the crosstab...............................................................170
Resizing columns.....................................................................................172
Resizing rows..........................................................................................172
Chapter 12 Using Pages in the Workspace 175

Working with pages in the workspace.....................................................176
Inserting and deleting pages...................................................................176

Contents
Modifying page captions..........................................................................177

Navigating to a page in the workspace....................................................178
Chapter 13 Saving and Sharing Voyager Workspaces 179

Saving Voyager workspaces...................................................................180
To save a newly created workspace..................................................180
To save your changes as a new workspace.......................................182
To save changes to your existing workspace.....................................182
Automatically saved workspaces.......................................................182
Saving Voyager workspaces for sharing with others..........................183
Sending a Voyager workspace to another user.......................................184
Sending a Voyager workspace to another BusinessObjects Enterprise
user....................................................................................................184
Sending a Voyager workspace to an email recipient.........................185
Opening an existing Voyager workspace................................................186
Using openDocument to share workspaces............................................187
Chapter 14 Exporting Data to Microsoft Excel or Comma-Separated-Values (.csv)

Files 189
Exporting data from Voyager to Excel.....................................................190
Exporting data from Voyager to comma-separated-values (.csv) files.....190
Chapter 15 Linking to reports 193

To create a link to a report.......................................................................194
To view a linked report.............................................................................195
To delete a link to a report.......................................................................195
Reports available for linking....................................................................195
Chapter 16 Printing 197

Printing Voyager workspaces..................................................................198

Contents
Print raw data...........................................................................................199

Print a crosstab as it appears on the screen...........................................200
Print a chart as it appears on the screen.................................................201
Print options.............................................................................................202
Chapter 17 Using Voyager with Microsoft SQL Server 2005 and 2008 Analysis
Services 205
Overview of Microsoft SQL Server 2005 and 2008 Analysis Services.....206
Using Analysis Services 2005 and 2008 hierarchies in Voyager.............208
Chapter 18 Using Voyager with SAP 209

Logging on to SAP...................................................................................210
Member Selector with SAP data........................................................211
Using variables........................................................................................211
Mandatory and optional variables......................................................212
Variable types.....................................................................................214
More about variables..........................................................................219
Free characteristics.................................................................................220
Key figures and formatted values............................................................220
Formatting with no key figures...........................................................221
Display attributes.....................................................................................221
Compounded characteristics...................................................................221
Mutually exclusive hierarchies.................................................................222
Unbalanced and ragged hierarchies........................................................222
SAP display attributes..............................................................................223
Chapter 19 Using Voyager with Oracle Hyperion Essbase Data Sources 225
Overview of Oracle Hyperion Essbase features support in Voyager.......226
Attribute dimensions................................................................................227
Using attribute dimensions to filter data.............................................228

Contents
Attribute Calculations dimension........................................................230

Dynamic Time Series...............................................................................231
Creating a calculation that returns a period-to-date value.................232
Alias tables..............................................................................................232
Setting the active alias table...............................................................233
Searching for members by their aliases.............................................234
Chapter 20 User Interface Reference 235

Workspace reference...............................................................................236
Analysis window reference......................................................................237
Tab panel reference.................................................................................238
Data tab..............................................................................................238
Structure tab.......................................................................................247
Properties tab.....................................................................................249
Toolbar reference.....................................................................................252
Toolbar overview................................................................................252
View tab panel button.........................................................................253
Save button........................................................................................253
Export button......................................................................................254
Print button.........................................................................................254
Undo button........................................................................................255
Redo button........................................................................................256
Copy button........................................................................................256
Paste button.......................................................................................256
Delete button......................................................................................257
Calculation button...............................................................................257
Sort button..........................................................................................258
Rank button........................................................................................260
Filter button........................................................................................260
Exception Highlighting button.............................................................261
Measure Formatting button................................................................261

Contents
Display Member Settings button........................................................262

Swap Axis button................................................................................262
Visual Totals button............................................................................262
Insert Crosstab button........................................................................263
Chart buttons......................................................................................263
Help button.........................................................................................265
Crosstab component reference...............................................................265
Understanding the crosstab...............................................................267
Crosstab title bar................................................................................269
Crosstab dimension panel..................................................................270
Crosstab grid......................................................................................272
Crosstab buttons................................................................................274
Crosstab display options....................................................................275
Crosstab tooltips.................................................................................278
Chart component reference.....................................................................279
Chart dimension panel.......................................................................280
Chart range slider...............................................................................283
Chart title bar......................................................................................285
Chart graphic......................................................................................285
Chart display options..........................................................................287
Member Selector reference.....................................................................296
Member Selector member tree...........................................................297
Member Selector toolbar....................................................................298
Rank Editor dialog box.............................................................................303
Filter Editor dialog box.............................................................................304
Set Variables dialog box (SAP only)........................................................305
Chapter 21 Connecting to OLAP data sources 307

OLAP data connections...........................................................................308
Adding an OLAP cube connection to a workspace.................................309
To add a data source connection to a workspace..............................309

Contents
Viewing OLAP data in the workspace................................................309

Changing to a different OLAP cube connection......................................310
Removing an OLAP cube connection from a workspace........................311
Re-establishing a disabled connection....................................................312
Defining a default connection..................................................................313
Appendix A Get More Help 315
Index 319

Contents

Introduction to
BusinessObjects Voyager
1
1 Introduction to BusinessObjects Voyager
About this guide
About this guide

This guide describes how to analyze your business data in BusinessObjects
Voyager. It is intended for business analysts.
This guide provides you with information and procedures for the following
tasks:
• Analyzing OLAP data.
• Using BusinessObjects Enterprise to save your Voyager workspaces for
other members of your organization to view over the Web.
• Printing and exporting your workspaces.
What is BusinessObjects Voyager?
Voyager is a powerful, web-based OLAP analysis tool that can help you to
gain insight into business data and make intelligent decisions that impact
corporate performance.
OLAP data is displayed in the Voyager analysis window with crosstabs and
charts. You create a workspace, add crosstab and chart objects to the
analysis window, connect those objects to OLAP data sources, and then
interactively define queries to explore your data.
Voyager is intuitive and easy to use, while providing unique analysis

capabilities, including the ability to simultaneously view data from different
cubes and providers. For example, you can view sales data from a Microsoft
Analysis Services cube on the same page as finance data from an Oracle
Hyperion Essbase cube.
Voyager is accessed from BusinessObjects InfoView in a web browser. All

you need is a connection to a BusinessObjects Enterprise system that has
Voyager installed. You do not need to install Voyager on your local machine.
For a list of the supported data sources, please see the Voyager
Administrator's Guide.
Note:
SAP BW connectivity is available as a separate add-on to Voyager. Please
contact Business Objects for further details.

Introduction to BusinessObjects Voyager
About this guide 1
This is a typical Voyager page, containing a crosstab and a chart:
The crosstab and chart are connected to the cube they represent. With the
controls on the crosstab, users can reorient the crosstab, swap dimensions,
and "slice and dice" the data to get answers to business problems.
Voyager integration with BusinessObjects Enterprise
Voyager works within the InfoView portal of BusinessObjects Enterprise, and

Voyager workspaces can be managed from within the BusinessObjects
Enterprise Central Management Console.
• Anyone with web access and the appropriate permissions in
BusinessObjects Enterprise can access Voyager.
• Voyager workspaces can be published to the Web with BusinessObjects
Enterprise.

About this guide
Publishing Voyager workspaces to the Web

BusinessObjects Enterprise has a multi-tier server architecture that enables
you to distribute Voyager workspaces to a large number of users, across
and beyond your organization, over the Web.
By publishing workspaces to the Web, you make your analyses accessible
to everyone in your organization.
About the documentation set
The documentation set for Voyager comprises these guides and online help
products:
Voyager Administrator's Guide

This guide contains detailed information that is useful to a system
administrator when installing, configuring, and administering Voyager.
Voyager User's Guide

This guide contains the conceptual information, procedures, and reference
material required to use Voyager.
Voyager Online Help

The online help contains the same information as the User's Guide. It is
available from various Help buttons in the Voyager interface, including the
application toolbar.
Getting started
To get started working with Voyager workspaces and analyzing data, see
Opening a workspace and analyzing data on page 28.

Introduction to BusinessObjects Voyager
About this guide 1
Who should read this guide?
The Voyager documentation system is tailored to the specific needs of the

user. This User's Guide is intended for data analysts who will use Voyager
to work with OLAP data.

About this guide

Understanding OLAP
2
2 Understanding OLAP
OLAP Overview
OLAP Overview
Relational databases store data as individual records. Each record may
contain a number of fields, but all these fields relate to just one record. For
example, a Product record might have a number of fields containing
information about that Product, such as sales transactions to different
customers in different regions.
Online Transaction Processing (OLTP) applications are used to query this

information and keep it up to date. OLTP is designed to enable a large
number of users to update and retrieve comparatively small numbers of
individual records quickly.
Although relational databases hold data in a one-dimensional format—one

record at a time—business problems are usually multi-dimensional. A typical
requirement would be to analyze Sales by Product by Region, for example.
If this were to give a clear picture of the business, it would involve
summarizing and analyzing a large number of different records. Using
traditional OLTP applications for decision support therefore involves retrieving
thousands of records and summarizing them on the fly to build database
tables. This is not what OLTP applications were designed to do, and
operations of this sort on a large database can take hours and even days of
processing time to complete.
Online Analytical Processing (OLAP) applications are designed from the

start with online data analysis in mind. To reduce processing time to the
minimum, database data is summarized and pre-consolidated into matrix
table format. Because these tables usually have three (or more) dimensions,
they are referred to as data "cubes". If a relational database can read about
200 records a second and write 20, a good OLAP server, using row and
column arithmetic, can consolidate 20,000 to 30,000 cells (equivalent to
relational records) a second. This, the much smaller storage space OLAP
data requires, and faster access due to more efficient indexing, are the keys
to OLAP reporting speed, which is two or three orders of magnitude faster
than relational technology.
Multi-dimensional data cubes

To understand multi-dimensional data, first think of a spreadsheet showing
how different products are selling in different markets:

Understanding OLAP
Multi-dimensional data cubes 2
This spreadsheet shows sales for each Product within each Region. This
data has two dimensions: Product (shown in the rows), and Region (shown
in the columns). Also, each dimension comprises several members; in this
example, members of the Region dimension include USA, Canada, and the
UK.
A spreadsheet like this is of limited use as it only shows sales performance

at one point in time. To track performance for different Time periods, business
analysts would need to stack up several spreadsheets, one for each time
period, like this:
Together, these spreadsheets show a third dimension, Time, to add to the

first two (Product and Region).
Another way of representing these stacked-up data cells is in the form of a

cube:

Hierarchical data
We call this the "data cube".
The data cube allows analysts to slice data in different ways in order to get
answers to different business questions, such as:
• How are our products selling in each region (view Product by Region, as
before)?
• How do our products sell at different times of the year in each market
(Product by Region by Time)?
• How do our products sell at different times of the year (view Product by
Time)?
This example has only three dimensions. OLAP applications can handle
many more than three.
A fourth dimension might allow analysts to slice up the data by Customer,

for example.
This is harder to picture than three dimensions, but it works in the same way;
with another dimension, there are more possible ways of slicing the cube,
to provide answers to questions such as 'Which UK customer buys the most
(or least) of a certain product at Christmas?'
Hierarchical data
OLAP also allows analysts to organize each one of the data dimensions into
a hierarchy of sub-groups and totals to reflect the organization of their
business.

Understanding OLAP
Hierarchical data 2
For example, the staff of a toy shop might want to store figures for groups
of products and all products, as well as for individual products, like this:
OLAP allows analysts to view data for All Toys at the top level, then drill-down
to lower and lower levels of detail, so that they can discover the precise
source of a particular performance variation in their data.
By allowing analysts to use several dimensions in their data cube, with the
possibility of a hierarchy in each dimension, OLAP reflects the way they
picture their business, and is not constrained by the structure of information
storage.
Through OLAP, analysts can gain a better understanding of their business

by viewing, comparing and working with information in ways simply not
possible before.

Hierarchical data

Getting Started with
BusinessObjects Voyager
3
3 Getting Started with BusinessObjects Voyager
Opening a workspace and analyzing data
Opening a workspace and analyzing data

To begin using Voyager to work with your OLAP data, you will need to do
the following:
• Create a Voyager workspace on page 32
• Define a query on page 34
• Add charts and more crosstabs on page 35
Or, if you want to open an existing workspace, see Opening an existing
Voyager workspace on page 186.
You may also want to read a few brief definitions of some terms that are
used throughout this guide.
• Some essential terminology on page 28
Some essential terminology

Before you read any further in the documentation, it would be useful to
understand some basic OLAP and Voyager terminology. See Understanding
OLAP on page 21 for an overview of generic OLAP concepts and terminology.

Getting Started with BusinessObjects Voyager
Some essential terminology 3
1. Application toolbar
2. Tab panel
3. Metadata explorer
4. Analysis window
Voyager terms
workspace A Voyager data-analysis document.
The main Voyager window, containing your crosstab and

chart components.
analysis window
For more information about the analysis window, see
Workspace reference on page 236.

Some essential terminology
A two-dimensional table object that you drag into the

crosstab compo- analysis window to begin analyzing your data.
nent For more information about crosstabs, see Crosstab
component reference on page 265.
A bar, line, or other type of chart object that you drag into
chart compo- the analysis window to visualize your data.
nent For more information about charts, see Chart component
reference on page 279.
The panel containing the Data, Structure, and Properties

tabs.
tab panel
For more information about the tab panel and tabs, see
Tab panel reference on page 238.
The area within the Data tab that displays cube dimensions
and members in a tree structure, indented to show parent-
metadata explor- child relationships.
er
For more information about the metadata explorer, see
Data tab metadata explorer on page 242.
A collection of related data members. The members can

be organized in a hierarchical structure (for example in a
Geography dimension) or a flat structure (for example in
a Measures dimension).
dimension
For more information about how dimensions model busi-
ness scenarios, and how dimensions are represented in
Voyager, see Understanding OLAP on page 21 and Data
tab on page 238.
A dimension that represents a characteristic of the data and

fact dimension not the data itself. For example, Customers or Products could
be fact dimensions.

Some essential terminology 3
A dimension that represents the actual data; that is, the
measures di-
numbers. For example, Accounts could be a measures dimen-
mension
sion.
A base unit of data, representing an entity in a multi-dimen-

member sional OLAP database. A member can have parent and child
members.
The Voyager control that you use to select members for

Member Selec- displaying in your crosstabs and charts.
tor For more information about the Member Selector, see
Member Selector reference on page 296.
A two-dimensional view of a multi-dimensional cube. For

example, if your data cube contains the three dimensions
Product, Market, and Year, and you want to analyze how
your products performed in all markets in the year 2006,
slice you would select only 2006 data from the Year dimension.
The selected data would then be a two-dimensional slice.
For more information about slices, see Multi-dimensional

data cubes on page 22 and Queries and visual compo-
nents explained on page 54.
A specific view of data from the OLAP cube that you want
to analyze.
query
For more information about queries, see Queries and visual
components explained on page 54.

Create a Voyager workspace
Any of the three spatial axes on a Voyager crosstab or

chart component. For example, a Voyager crosstab ap-
pears as a two-dimensional table, similar to an Excel
spreadsheet. The crosstab has two "view" axes, similar to
Excel's vertical and horizontal axes. The two view axes
are called the row axis and column axis. In addition, by
visualizing the two-dimensional object as being a "slice"
axis of a three-dimensional object, and allowing the position of
the slice to change, you can think of a third axis as being
perpendicular to the screen. This is the slice axis.
Therefore, a Voyager crosstab axis is any one of those

three spatial axes.
When you define queries to analyze your data, you drag

data dimensions or members onto those axes.
A connection to an OLAP data source or "cube." Typically,

cubes are located on remote servers. When you add a
connection to your workspace, the connection provides all
connection the information required for your workspace to access the
data in that cube.
For more information about connections, see Connecting

to OLAP data sources on page 307.
Create a Voyager workspace

Voyager workspaces provide an intuitive interface for viewing and studying
data cubes.
A Voyager workspace is an interactive document that allows you to connect

to and analyze OLAP data. The data is visualized in crosstab and chart
components that you add to the pages in the workspace. You can add up to
four components per page, and there is no limit to the number of pages.
For more information about workspaces, see Workspace reference on

page 236.

Create a Voyager workspace 3
To create a Voyager workspace

1. Start InfoView and log on.
For information about logging on to InfoView, see the BusinessObjects
Enterprise InfoView User's Guide.
2. In InfoView, click Document List.
3. Then click New > Voyager Workspace.
A workspace is created for you, containing an empty crosstab and an
undefined query. The Choose Connection dialog box is also displayed.
Note:
• If your system administrator has not granted you sufficient rights,
“Voyager Workspace” does not appear in the New menu. For more
information about rights and access levels, see the Voyager
Administrator's Guide.
• If you have selected a default connection in the "Voyager Client"
section of the "Preferences" page in InfoView, your new workspace
opens with that default connection already added to the workspace.
The Choose Connection dialog box is not shown.
4. Click a connection in the list, and then click OK to add it to your
workspace.
Alternatively, you can double-click the desired connection to add it to your
workspace.
Note:
Voyager includes a set of sample cubes that you can use to explore the
many analysis features Voyager provides. Your system administrator can
install these sample cubes and create connections for them so that you
can add them to your workspaces. For more information, see "Installing
sample data cubes" in the BusinessObjects Voyager Administrator's
Guide.
5. If the connection requires authentication, type your credentials in the

Logon dialog box and click OK.
If authentication succeeds, the connection appears in the active
connections list at the top of the Data tab, and the metadata explorer
displays the data objects contained in the data source.

Define a query
If authentication fails, first verify that you entered your credentials correctly.
If authentication continues to fail, see your system administrator. Your
credentials may not be set up properly in the Central Management
Console, or the OLAP server may be offline.
Related Topics
Define a query
Once you have added a connection, you can define a query and begin
working with your data in the analysis window. For information on queries
and how to define them, see Creating and defining queries to answer your
business questions on page 42.
After you define a basic query, you can add charts and more crosstabs, and
manipulate your data using operations such as sorting, filtering, exception
highlighting, and calculations. For more information about those and other
Voyager features, see the relevant sections of this User's Guide.

Add charts and more crosstabs 3
Related Topics
Add charts and more crosstabs

When you create a new workspace, Voyager automatically adds an empty
crosstab component to each page and creates an undefined query linked to
each crosstab. You can add charts and more crosstabs, up to a maximum
of four components per page.
For detailed information about charts and crosstabs, see Overview of Voyager
charts on page 58, Chart component reference on page 279, and Crosstab
component reference on page 265.
Adding a chart to the page
Once you've created a workspace and defined a query on the crosstab, you
can add a chart simply by clicking a button on the application toolbar.
To add a chart to a page
• Click one of the chart buttons on the application toolbar.

Note:
Some of the chart buttons represent families of charts. You can click the
button to add the default chart type from that family to the page, or click
the arrow beside the button to select from the available chart types within
that family.
•
Column chart family
•
Multi line chart
•
Multi pie chart
•
Bar chart family
•
Scatter chart
•
Other charts

The chart is added to the page, below or to the right of existing

components. Existing components are resized automatically to
accommodate the added component.
Alternatively, you can drag a chart from the application toolbar into the
analysis window, to the position you select. The drop location is highlighted
as you move the mouse cursor in the analysis window.
Note:
If you drag a chart family button to the analysis window, the default type
from that chart family is added to the analysis window. You can change
the chart type later if you wish.

To enlarge the view of a component when there are multiple
components on a page, you can maximize and restore the component
using the Maximize/Restore button in the component's title bar.
Related Topics
• Resizing and moving components on page 164
• Linking a component to a different query on page 52
To delete a component from the page
1. Click the Delete button on the right side of the component's title bar.
Alternatively, you can select a component and click Delete in the

application toolbar, or press Del.
2. Click Yes in the confirmation dialog box to delete the component.
Adding another crosstab to the page
You can add a second crosstab if you want to explore a different view of
your data, or if you want to compare data from two separate data sources.
If you add a second new crosstab to the page, Voyager creates an undefined
query and links the second crosstab to it. You can then define a different
cube view with the new query. Or, you can copy the first crosstab and make
changes to the copy.

If you add a second chart to the page, the new chart is automatically linked
to the most recent query: the second query. You can then compare two cube
views, each with a crosstab and chart, on a single page.
To enlarge the view of a component when there are multiple components

on a page, you can maximize and restore the component using the
Maximize/Restore button in the component's title bar.
Related Topics
• Copying a component to compare variations in data on page 163

To add a crosstab to a page
•
Click the Crosstab button on the application toolbar.
The crosstab is added to the page, below or to the right of existing
components.
Alternatively, you can drag a crosstab from the application toolbar into
the analysis window, to the position you select. The drop location is
highlighted as you move the mouse cursor in the analysis window.
Related Topics


Using Queries to Analyze
Cube Data
4
4 Using Queries to Analyze Cube Data
Creating and defining queries to answer your business questions
Creating and defining queries to answer

your business questions
To get answers to your business questions in Voyager, you define queries
and view the results of your queries in crosstabs and charts.
• Defining queries on page 42
• Modifying queries on page 46
• Adding queries on page 49
• Creating complex queries by nesting dimensions on page 50
• Deleting queries on page 53
• Queries and visual components explained on page 54
Defining queries
You define queries by populating a crosstab with data. Start by choosing
dimensions or members to add to the crosstab's row, column, and slice axes.
Then you can expand and refine the query using the many analysis tools
that Voyager provides.
You can also define queries using a chart component if you prefer. For details,
see Adding data to a chart on page 61.
For more information on using the crosstab and chart, see Queries and visual
components explained on page 54, Crosstab component reference on page
265 and Chart component reference on page 279.
To define a new query

1. On the Data tab, locate the dimension or members that you want to add
to the first axis in your crosstab.

Using Queries to Analyze Cube Data
Defining queries 4
For more information on the Data tab and how it displays dimensions and
members, see Data tab on page 238.
2. Click the dimension or members to select or deselect them.
• Click a member to select it; click the member again to deselect it.
• To select or deselect a range of members, hold down the Shift key
as you click members.
• You do not need to hold down the Ctrl key to select multiple individual
members.
3. When you have selected the dimension or members that you want to
place on the first axis, drag them from the Data tab to the appropriate
drop zone in the crosstab:
• To add the selected items to the crosstab's rows, drag them to the
"Drop Row" area.

Defining queries
• To add the selected items to the crosstab's columns, drag them to the
"Drop Column" area.
• To add the selected items to the crosstab's slice, drag them to the
"Drop Slice" area.
• If you are placing members of a measures dimension onto a crosstab,
you can also drag them to the cell drop zone; the main grid of the
crosstab component.

Defining queries 4
You can also use the buttons above the metadata explorer on the Data
tab to populate your crosstab. First, select a component in the analysis
window, and then click one of these buttons to add the members to the
crosstab:
•
Click Add to Rows to add the selected dimension or members
to the rows on the crosstab.
•
Click Add to Columns to add the selected dimension or members
to the columns on the crosstab.
•
Click Add to Slice to add the selected dimension or members
to the slice axis.
4. Repeat step 3 for the other crosstab axes.
When you have added dimensions or members to the view axes (rows
and columns), Voyager validates your query and displays the requested
data.
Note:
• You cannot add members from the same dimension to two axes.
• When you place a dimension on an axis, the dimension's default
member is automatically selected. The default member for a dimension
can be specified on the cube server, depending on your OLAP provider.

Modifying queries
Otherwise, the default member is the first top-level member of the

dimension.
• If you add fact dimensions (non-measures dimensions) or members
of fact dimensions to the two view axes, leaving the slice axis empty,
Voyager automatically adds the default member of the measures
dimension to the query and populates the crosstab with data. The
selected measure is displayed in the crosstab's title bar. You can
change to a different measure by clicking the Member Selector button
on the title bar.
• With SAP BW data sources, hierarchies that belong to the same
dimension are mutually exclusive. For example, consider an SAP BW
cube that contains a dimension Customer that contains three
hierarchies: Country_1, Country_2, and Country_3. Only one of these
hierarchies can be included in a single crosstab or chart query. You
cannot specify Country_1 on the row axis and Country_3 on the slice
axis in the same query.
Related Topics
Modifying queries
You can modify a query in several ways:
• Open the Member Selector and select different members for the crosstab
or chart. For information on selecting members, see Selecting Members
to Display in Crosstabs and Charts on page 85, and Member Selector
• Apply functions from the Voyager application toolbar. For information on
using the toolbar, see Toolbar reference on page 252.
• Drill up or down on members. For information on drilling, see Drilling down
and drilling up on page 157.
• Drag new dimensions or members from the same connection onto the
crosstab's or chart's drop zones, or drag dimensions between axes, or
drag dimensions off the component.

Modifying queries 4
To modify a query by dragging new metadata onto

the crosstab or chart
1. On the Data tab, locate the dimension or members that you want to add
to the first axis in your crosstab or chart.
For more information on the Data tab and how it displays dimensions and
members, see Data tab on page 238.
members.
place on the first axis, drag them from the Data tab to the appropriate
drop zone in the crosstab or chart.
You can choose to replace the existing members with the selected
members, or add the selected members to the existing members.
To replace existing members in the crosstab or chart with the selected

members on the Data tab, drag the selected members to the center drop
zone; the existing dimension is highlighted. When you release the mouse
button, the selected members replace the existing members in the
crosstab or chart.

Modifying queries
To add the selected members to existing members in the crosstab, drag

the selected members to the left or right drop zone; the left or right drop
zone is highlighted. When you release the mouse button, the selected
members are "nested" beside the existing members. This technique is
used to create complex queries. For more information, see Creating
complex queries by nesting dimensions on page 50.
You can also use the buttons above the metadata explorer area on the
Data tab to populate your crosstab. First, select a component in the
analysis window, and then click one of these buttons to add the members
to the crosstab:
•
Click Add to Rows to add the selected dimension or members
to the row axis on the crosstab.
•
Click Add to Columns to add the selected dimension or members
to the column axis on the crosstab.

Adding queries 4
•
Click Add to Slice to add the selected dimension or members
to the slice axis.
4. Repeat step 3 for the other crosstab or chart axes.
When you have added dimensions or members to the crosstab or chart
axes, Voyager validates your query and displays the requested data.
Note:
• When you place a dimension on a row, column, or slice axis, the
dimension's default member is automatically selected. With Microsoft
Analysis Services, the dimension's default member can be set on the
OLAP server. For other OLAP providers, the default member is the
first member on the top level of the dimension.
Related Topics
Adding queries
Voyager automatically adds an empty crosstab to each new page, and creates
an undefined query for each crosstab. You define those queries by dragging
dimensions and members onto crosstabs or charts.
If you want two or more different views of your data on the same page, you
can manually add multiple queries to your page with the Add Query button.
Note:
Voyager also creates a new undefined query when you manually add a new
crosstab to a page.

Creating complex queries by nesting dimensions
To manually add a query to a page

•
On the Structure tab, click Add Query to add a query to the current
page.
The new query appears on the Structure tab, with an automatically
assigned name.
Related Topics
Creating complex queries by nesting

dimensions
Although OLAP cubes can contain many dimensions, the Voyager crosstab
and chart components have only three axes. When you want to include data
from more than three dimensions in your queries, you nest dimensions.
Nesting dimensions means placing two or more dimensions on the same

axis. For example, you may want to view data for different sizes of stores,
in different cities, against the products the stores sell. You could nest the
Stores and Cities dimensions on one axis.
To nest dimensions
1. In the metadata explorer, locate the dimension or members that you want
to nest with an existing dimension on the crosstab
For more information on the metadata explorer and how it displays
dimensions and members, see Data tab metadata explorer on page 242.

Creating complex queries by nesting dimensions 4
members.
nest, drag them from the Data tab to the left or right drop zone.
When you release the mouse button, the selected members are "nested"
with the existing members.
4. Repeat these steps to nest members on another axis.

Linking a component to a different query
Note:
• When you place a dimension on a row, column, or slice axis, the
dimension's default member is automatically selected. With Microsoft
Analysis Services, the dimension's default member can be set on the
OLAP server. For other OLAP providers, the default member is the
first member on the top level of the dimension.
Related Topics
Linking a component to a different query

You can move a component from one query to another on the Structure tab.
For example, if you've defined two queries, Query 1 and Query 2, and you
have a chart linked to Query 2, you may want to move the chart to Query 1
to see the chart visualization of the data in Query 1.
To link a component to a different query

1. Click the component on the Structure tab.
2. Drag the highlighted component to a different query on the Structure tab.
Related Topics

Deleting queries 4
To link a component to a new empty query

1.
On the Structure tab, Click Add Query to add a new query to the
workspace.
2. Click the component on the Structure tab.
3. Drag the highlighted component to the new query on the Structure tab.
The component will be blank because the new query is not yet defined.
Deleting queries
When you delete chart or crosstab components, queries that those
components were linked to are not automatically removed, so your workspace
may contain unused queries.
To delete a query
1. Select the query on the Structure tab.
2.
Click Delete on the Structure tab toolbar.
Alternatively, you can press the DEL key.
Note:
If you try to delete a query that has crosstab or chart components linked
to it, you are prompted to confirm that you want to remove the query and
any linked components.
Related Topics

Queries and visual components explained

Queries
A query defines a specific view of data from the OLAP cube that you want
to analyze. This view is often referred to as a "slice" because the view you
see is a two-dimensional "slice" of a multi-dimensional cube. For example,
if you want to analyze data in a Sales cube, you could define a query for
Store Costs by Year.
To define a query, you specify the measures and dimensions that you want
to include in the cube view. You do this by dragging the dimensions or
members that you want to analyze onto the crosstab or chart component. In
the preceding example, Store Costs and Year are the two dimensions that
you would use when defining this query.
Although Voyager workspaces can contain multiple pages, a query is valid

only on a single page. Therefore a query on page 1 does not affect the
contents of page 2.
It is important to understand that the query stores the structure and values
of the data but the crosstab and chart visual components display the data.
Visual components
You can display a cube view in different types of visual components: for
example a crosstab, or a horizontal bar chart.
Crosstab and chart components contain clearly identified drop zones. You
drag dimensions or members from the Data tab to these drop zones to define
a query, and Voyager displays the results of the query in the component.
A crosstab and chart belonging to the same query can be thought of as linked
because they display the same view or set of cube data. In other words, they
refer or point to the same query. If you modify the query in any way on one
visual component, the equivalent action is performed on any of the linked
components. For example, if you drill down on USA to display data for states
on the crosstab component, any linked charts also re-render to display data
for states.
When you add a new crosstab component to a page, Voyager automatically

creates a new undefined query. However, inserting a chart component doesn't
add a new query to the page. New charts are always linked to the active

Queries and visual components explained 4
query, which is the last query that was added to the page manually by you
or automatically by Voyager.
Once dimensions or members have been added to a component, the query

and visual components are fixed to the connection. You cannot drag members
from a different connection into this component.
Related Topics


Using Charts to Visualize
Data
5
5 Using Charts to Visualize Data
Overview of Voyager charts
Overview of Voyager charts

You can add charts to your Voyager workspaces to present your data
graphically. Charts can often emphasize irregularities or trends in your data,
and help you focus your business analysis on those areas.
Voyager provides several chart types to help you visualize data:

• Clustered bar and column charts on page 65
• Stacked bar and column charts on page 66
• 100% stacked bar and column charts on page 67
• 3D column charts on page 69
• Multi line charts on page 70
• Multi pie charts on page 71
• Scatter charts on page 72
• Box plot charts on page 73
• Bubble charts on page 74
• Radar charts on page 75
Chart and crosstab components are linked to queries. Therefore, if a chart
and a crosstab are linked to the same query, both components display the
same data, and both components update simultaneously whenever you make
changes to either component. This interaction allows you to repeatedly define
and refine your queries, and see the graphical results of your changes in
real time.
You can also unlink, or disconnect, a chart component from its current query,
and link it to a different query or to a new query.
Charts can be easily customized. You can change the chart type, or change
the appearance of the chart to increase clarity. You can also drill down on
data in the chart to examine the data in more detail.
This section describes each of the chart types, how to add a chart to a page,
how to add data to a chart, and how to customize a chart's appearance.
Related Topics
• Adding a chart to the analysis window on page 59
• Adding data to a chart on page 61
• Chart types on page 63
• Scrolling through large data sets in charts on page 76

Using Charts to Visualize Data
Adding a chart to the analysis window 5
• Customizing charts on page 77
Adding a chart to the analysis window

Visual components, such as a crosstab or any of the chart types, are added
to the analysis window by using the application toolbar. You can add a chart
by clicking a chart button, or in some cases by dragging a chart button to
the analysis window. Some chart buttons represent families of individual
chart types. For example, the column chart family includes charts such as
stacked column and 3D column.
Related Topics
To add a chart to the analysis window

• Click one of the chart buttons on the application toolbar.
Note:
Some of the chart buttons represent families of charts. You can click the
button to add the default chart type from that family to the page, or click
the arrow beside the button to select from the available chart types within
that family.
For example, click the arrow beside the Bar charts button to see the
list of available bar chart types, and then select one of the types to add
it to the analysis window.
The component is added to the page, below or to the right of existing

components. Existing components are resized automatically to
accommodate the added component. You can later reposition or resize
the component if you wish.

Adding a chart to the analysis window
Alternatively, you can place a chart at a specific location in the analysis

window by dragging a chart button from the toolbar. The cursor indicates
whether or not you can place the chart component at the position of the
mouse pointer. When the mouse pointer is inside a valid drop zone, the
drop zone is highlighted.

Adding data to a chart 5
Note:
• If you drag a chart family button to the analysis window, the default
type from that chart family is added to the analysis window. You can
change the chart type later if you wish.
• Before your chart will show any data, you must add a data connection
to the page, and add data to the chart.
Related Topics
• Connecting to OLAP data sources on page 307
• To change the chart type on page 76
Adding data to a chart

When you add a chart to a page, the chart is linked to the most recent query
on the page (although you can use the Structure tab to move the chart to
another query). Therefore, the chart is automatically populated with data if
the query has been previously defined.
For example, if a page contains only a single crosstab, and if that crosstab
has been used to define a query (data has been added to the crosstab), then
when you add a new chart to the page, the chart is populated with the same
data that is in the crosstab.

Adding data to a chart
Typically, the chart's data series correspond to the crosstab's rows, and the
chart's categories correspond to the crosstab's columns.
If you add a chart to a new page that contains only an empty crosstab and
an undefined query, you will need to define the query to add data to the chart.
For more information about creating and defining queries, see Defining
queries on page 42.
You can also use the chart component to define a query.
Related Topics
Defining a query using an empty chart component
If you want to create a page that contains only a chart component, you can
use an empty chart component to create a query, without first having to
define the data view in a crosstab component.
Each chart component has drop zones, which represent areas you can drag
data onto from the Data tab.
To create a query using a chart component
1. Ensure the workspace has a data connection.

2. In a new page or existing page, delete all crosstab and chart components.
3. Place a chart component on the empty page.
4. In the metadata explorer, expand the list of members and select the data
you want in your chart.
5. Drag the highlighted members onto one of the drop zones in the chart
component to create a query.
If the generated query is valid, the chart displays the data returned from
the query.
For more information about creating queries by dragging members onto

a chart, see Defining queries on page 42.

Chart types 5
Modifying a query in a chart
You can modify your query in a chart much like you would modify a query in
a crosstab. For example, you can swap dimensions using the chart
component's dimension panel, and use the Member Selector to choose
different members for the chart axes.
Related Topics
• Chart dimension panel on page 280
Chart types
Voyager provides a variety of chart types to help you visualize your data.
Clustered bar and column charts

Clustered column chart
on page 65
Stacked bar and column charts on

Stacked column chart
page 66
Column
100% stacked column 100% stacked bar and column
charts
chart charts on page 67
3D column chart 3D column charts on page 69

Clustered bar chart
on page 65
Stacked bar and column charts on

Stacked bar chart
Bar page 66
charts
100% stacked bar and column
100% stacked bar chart
charts on page 67
Line
Multi line chart Multi line charts on page 70
charts

Chart types
Pie
Multi pie chart Multi pie charts on page 71
charts
Scatter
Scatter chart Scatter charts on page 72
charts
Box plot chart Box plot charts on page 73
Bubble chart Bubble charts on page 74

Other
charts
Radar chart Radar charts on page 75
Related Topics
• Chart component reference on page 279

Chart types 5
Bar and column charts
Clustered bar and column charts show values compared across categories,
or over time; for example, sales for each region by month. Several values
(a "cluster") are shown grouped together in each category or time period.
Clustered bar chart

Categories are organized vertically, and values horizontally, to emphasize
variation of a data series over different categories. Each bar represents a
data series, with the chart legend specifying the color for each data series.
Each label on the vertical axis represents a category. Values are displayed
on the horizontal axis.

Chart types
Clustered column chart

Categories are organized horizontally, and values vertically, to emphasize
variation of a data series over different categories. Each riser represents a
data series, with the chart legend specifying the color for each data series.
Each label on the horizontal axis represents a category. Values are displayed
on the vertical axis.
Stacked bar and column charts
Stacked bar and column charts show how related sets of values compare
to each other and contribute to a total. Stacked charts are similar to 100%
stacked charts except that stacked charts show the absolute contributions
of members to a total while 100% stacked charts show the relative
contributions of members to a total.
For example, if you create a column chart that illustrates sales per product,
you can use a stacked column chart to show data from several years, one
year on top of another.

Chart types 5
Stacked bar chart
the variation of several data series over different categories. Each bar
represents all of the data series, with the chart legend specifying the color
for each data series. Each label on the vertical axis represents a category.
Values are displayed on the horizontal axis.
Stacked column chart

the variation of several data series over different categories. Each riser
for each data series. Each label on the horizontal axis represents a category.
Values are displayed on the vertical axis.
100% stacked bar and column charts

Chart types
100% stacked bar and column charts show visually what percentage a
member contributes to a total. 100% stacked charts are similar to stacked
charts except that all bars or columns are the same length and represent
100% of a total. 100% stacked charts show the relative contributions of
members to a total, while stacked charts show the absolute contributions of
members to a total. The size of each segment of a 100% stacked bar
represents the percentage that a member contributes to the total.
100% stacked bar chart

the variation of several data series over different categories. Each bar
for each data series. Each label on the vertical axis represents a category.
Percentages are displayed on the horizontal axis.
100% stacked column chart

the variation of several data series over different categories. Each riser

Chart types 5
for each data series. Each label on the horizontal axis represents a category.
Percentages are displayed on the vertical axis.
3D column charts
3D column charts are used to compare data visually in three dimensions.

Typically, a 3D chart would show a series of data across categories and over
time.

Chart types
The x-axis is the category axis; the y-axis is the data series axis; and the
z-axis is the value axis.
Multi line charts
Line charts are used to show trends in data over time or categories. Markers
are shown at each point in the line where a data value exists.

Chart types 5
Each line corresponds to a data series, with the chart legend specifying the
color for each data series. Each label on the horizontal axis represents a
category. Values are displayed on the vertical axis.
Multi pie charts
Pie charts display the sizes of items that compose a data series, proportional
to the sum of the items. A pie chart is used to show the relative contributions
of values, and is useful when you want to emphasize a significant element
in the data. Each pie in a multi pie chart represents a category; each pie slice
represents a data series.
To make your pie charts more legible, you can suppress the labels for small
pie slices.
Related Topics
• Pie chart labels on page 84

Chart types
Scatter charts
Scatter charts may be used to show possible correlations between two

variables or measures. Data is displayed as a set of points, with their x-y
coordinates in the chart specified by the values of the two measures. For
example, if a scatter chart shows data points grouped roughly in a straight
line from the lower-left corner to the upper-right corner of the chart, a positive
correlation is indicated.
While line charts treat one set of values as non-numeric labels, scatter charts
treat both sets of values as numeric data. Therefore, scatter charts require
two measures (and only two). If the query subsequently changes so that the
chart contains fewer than two measures, the scatter chart cannot display
any data.

Chart types 5
You can specify on the Properties tab which of the available measures are
to be plotted on the X and Y axes.
Other charts
Box plot charts
Box plots are useful for analyzing small data sets that do not suit histograms
or column charts. Because of the small size of a box plot, it is easy to compare
several box plots in a chart. A box plot is a good alternative or complement
to a histogram and is usually better for showing several simultaneous
comparisons.
Box plots show five values that describe the data set:
• top edge of box = upper (3rd) quartile
• bottom edge of box = lower (1st) quartile
• horizontal line within the box = median value

Chart types
• upper vertical line = largest value, or largest non-outlier value

• lower vertical line = smallest value, or smallest non-outlier value
The interquartile range (IQR) is equal to the 3rd quartile minus the 1st quartile.
Any value that is more than 1.5*IQR lower than the first quartile or more than
1.5*IQR higher than the third quartile is considered an “outlier”.
Outliers are displayed as small circles on the box plot. If your data set contains
no outliers, the lower vertical line corresponds to the smallest value and the
upper vertical line corresponds to the largest value. If your data set does
contain outliers, the lower vertical line corresponds to the smallest non-outlier
value, and the upper vertical line corresponds to the largest non-outlier value.
The smallest and largest values that are not outliers are shown with short
horizontal lines connected to the box with vertical lines.
By default, Voyager does not plot a parent member if its child members are
part of the query.
Bubble charts

Chart types 5
Bubble charts compare three variables or measures. They are similar to

scatter charts, with the bubble sizes representing the third measure. For
example, a bubble chart would be very effective for illustrating the number
of products sold in a certain region; the larger the bubble, the greater the
number of products sold in that region.
While line charts treat only one set of values as numeric data, and scatter
charts treat two sets of values as numeric data, bubble charts treat three
sets of values as numeric data. Therefore, bubble charts require at least
three measures. If the query subsequently changes so that the chart contains
fewer than three measures, the bubble chart cannot display any data.
You can specify on the Properties tab which of the available measures are
to be plotted on the X and Y axes, and which measure is to be represented
by the bubble sizes.
Radar charts

Scrolling through large data sets in charts
Radar charts are useful for comparing the values of several data series and
presenting a visual overview of those data sets. For example, if you plot
annual rainfall amounts in various cities on a radar chart, the data series that
produce the larger shapes on the chart represent cities that have more annual
rainfall. Also, the actual shape of the plot for each city gives an overall
comparative view.
To change the chart type

• Right-click the chart graphic and click the chart type that you want to
switch to.
Related Topics
Scrolling through large data sets in charts

When you work with large data sets, displaying all of the data on a chart can
make it difficult or impossible to distinguish between individual risers or lines
on the chart. With most chart types, Voyager adds a range slider to the chart
component when the data set is too large to be displayed legibly.
1. Overview scroll bar

2. Selected range
3. Range slider bars
4. Hide/restore button
5. Paging buttons

Customizing charts 5
The chart range slider lets you select a portion of the data set to be expanded
and displayed in the main chart graphic, so that you can see the individual
bars or markers. You can also use the range slider to scroll through the chart.
Note:
You can hide the range slider by clicking the arrow at the edge of the
range slider. To restore the range slider, click the arrow again.
Defining the size of the selected range

First, define the size of the selected range by dragging the range slider bars
in the range slider.
The selected range is shown with a white background in the range slider
when using the Default or Shadow chart styles, or with a black background
when using the Presentation styles.
Moving the selected range within the range slider

Drag the selected range within the range slider to view different subsets of
the data that are currently represented in the range slider. Alternatively, you
can use the paging buttons at the ends of the range slider to move the
selected range.
Scrolling the range slider within the full data set

When the data set is very large, the range slider may not show the entire
data set. In that case, use the overview scroll bar to scroll the range slider
within the full data set.
Related Topics
• Chart range slider on page 283
Customizing charts
Voyager provides several options for customizing the appearance of your
charts. All these options are available from the Properties tab.

Customizing charts
Related Topics

Chart name and comments
The chart's name appears on the chart itself both on screen and when printed.
The chart's comments appear only if you print the chart to a PDF. For more
information, see Chart display options on page 287.
To set name and comments properties for a chart
1. In the tab panel, click the Properties tab.

2. Click the chart to select it.
3. On the Properties tab, type a name for your chart in the Name field.
The name that you type here appears on the chart's title bar, and is used
to identify the chart on the Structure tab.
4. Type any comments that you want to appear below the printed chart in
the Comments field.
5. Click Apply.
Chart color palettes
You can choose from several predefined color palettes for displaying your
charts. For details on the palettes available, see Chart display options on
page 287.
To change the color palette of your chart

3. On the Properties tab, choose a value for the Palette property, and then
click Apply.

Customizing charts
Chart styles
You can choose from several predefined styles for displaying your charts.
For details on the styles available, see Chart display options on page 287.
To change the style of your chart

3. On the Properties tab, choose a value for the Style property, and then
click Apply.
Display font
You can set the character font used in your charts. For details, see Font on
page 290.
To change the font used on your chart

3. On the Properties tab, choose a font for the Font property, and then click
Apply.
Suppressing null values in charts
Depending on the type of chart and the type of data the chart displays, you
may want to simplify the chart by hiding null values.
For details on suppressing null values in charts, see Excluding null values
on page 114 and Suppress NULL Values on page 290.

Displaying parent members
On a chart, parent members are hidden by default. For example, if a pie

chart contains a parent member and all its child members, the parent member
is not normally displayed in the pie chart because the parent member would
always occupy exactly half of the pie chart.
You can, however, turn on the display of parent members on a chart.
Note:
If parent members are hidden, the chart may not display exactly the same
data as a crosstab linked to the same query.
To display parent members on a chart

3. On the Properties tab, set the Show Parents property to Yes, and then
click Apply.
Displaying visual totals
On a chart, visual totals are hidden by default. For example, if a pie chart
contains several members and a visual total representing the sum of the
other members, the sum is not normally displayed in the pie chart because
the sum would always occupy exactly half of the pie chart.
You can, however, turn on the display of visual totals on a chart.
To display visual totals on charts

3. On the Properties tab, set the Show Visual Totals property to Yes, and
then click Apply.

Customizing charts
Hiding the chart dimension panel
If you want more room for displaying the chart graphic, you can hide the
chart dimension panel.
To hide the chart dimension panel

3. On the Properties tab, set the Show Dimension Panel property to No,
and then click Apply.
Displaying hierarchical chart labels
Hierarchical chart labels show you the parent-child relationships between

members on the chart.
To display hierarchical labels on the chart

3. On the Properties tab, set the Show Hierarchical Labeling property to
Yes, and then click Apply.
Hiding the chart legend
You can control whether or not the chart legend is visible.
To hide the chart legend


3. On the Properties tab, set the Show Legend property to No, and then
click Apply.
Chart axis labels
You can add labels to the chart axes. See Descriptions of chart display
options on page 289 for details on the chart axis labels.
To add labels to the chart axes

3. On the Properties tab, type labels in any of these fields:
• Category Label
• Value Label
• Data Series Label
4. Click Apply.
Scatter chart and bubble chart measures
A scatter chart needs sets of values for the X and Y axes for data to be
displayed. A bubble chart needs a third set of values, represented by the
sizes of the bubbles. You can select which of the available measures in the
query are to be plotted on the X and Y axes, and which measure is to be
used for the bubble sizes.
To define the measures for scatter charts and bubble charts

3. On the Properties tab, select the measures that you want to apply to the
X and Y axes.
4. For bubble charts, you can also select the measure that will be
represented by the sizes of the bubbles.
5. Click Apply.

Customizing charts
Pie chart labels
When a pie chart contains several small slices, you may want to suppress
the labeling of the smallest slices.
To suppress small pie slice labels

3. On the Properties tab, set the Manually Edit Chart Labels property to
Yes.
The Hide Labels Less Than property is enabled.
4. Type a percentage value between 0 and 100 into the Hide Labels Less
Than field.
5. Click Apply.

Selecting Members to
Display in Crosstabs and
Charts
6
6 Selecting Members to Display in Crosstabs and Charts
Overview of member selection
Overview of member selection

You can use the Member Selector or the metadata explorer to choose the
members to be displayed in your crosstabs and charts. The Member Selector
includes features that let you search for members, aggregate search results,
select members by level, and select parent, child, and sibling members. The
metadata explorer provides only basic manual selection of members.
The rest of this section describes selecting members using the Member
Selector. For more information about the metadata explorer, see Data tab
metadata explorer on page 242.
When you place a dimension on any of the three axes on chart and
crosstab components, a Member Selector button is shown beside the

Selecting Members to Display in Crosstabs and Charts
Overview of member selection 6
dimension name. The Member Selector helps you choose members of the
dimensions you place on those axes.
Additionally, a measures Member Selector in the component's title bar

lets you select members of the measures dimension whether or not you have
explicitly added the measures dimension to one of the three axes. If you add
only fact dimensions to the axes, the crosstab is still populated with data;
Voyager automatically selects the default member of the measures dimension
and uses that member's data to populate the crosstab. At all times, the
measures used to populate the crosstab with data are shown in the crosstab's
title bar, and you can use the measures Member Selector to select measures
for the crosstab.
You can select members in several ways:

• Select individual members from the list of all members in the dimension.
For details, see Selecting individual members from a list of all members
on page 88.
• Search for members.
For details, see Selecting members by searching on page 89.

• Select all members at the same level in the dimension.
For details, see Selecting all members at a particular level in the dimension
on page 91.
• Select parent, child, or sibling members.
For details, see Selecting parent, child, or sibling members on page 92.
Related Topics
• Hiding members from view on page 93
• Setting the slice member on page 94
• Deselecting members on page 95
• Showing only selected members in the Member Selector on page 97
• Displaying member names and captions on page 97
• Displaying the parent names of all members on page 98
• Member Selector reference on page 296

Selecting individual members from a list of all members
Selecting individual members from a list

of all members
If you want to select a small number of members, not according to any pattern
or parameters, you can select individual members in the Member Selector.
To select individual members

1.
Click the Member Selector button beside a dimension name to open
the Member Selector.
The member list is automatically expanded to display all members that
are currently displayed for that dimension.
2. Choose the members you want to see in your view.

Selecting members by searching 6
members.
3. Click OK to update the crosstab or chart.
Note:
If you deselect all members, the OK button in the Member Selector is
disabled because you must select at least one member for each dimension
on the crosstab.
Selecting members by searching

Using the search capabilities of the Member Selector, you can search for
members by specifying member names or captions.
Because selections from multiple search results are cumulative, you can use
multiple searches to build the set of members you want to analyze.
For example, if you wanted to analyze sales of books and magazines, you
would perform these steps:
• Perform a search for "book" in the Member Selector.
• Select appropriate members from the search results.
• Without closing the Member Selector, perform a second search for
"magazine."
• Select members from the second search results.
When you click OK, all selected members from both searches are displayed.
For more information about searching for members in the Member Selector,
including tips on search-string syntax and using wildcards, see Displaying
member names and captions on page 97 and Member Selector Start Search
button on page 301.
To search for member names or captions

1.
Click the Member Selector button beside the dimension name to
open the Member Selector.

Selecting members by searching
2.
In the Member Selector, click Display Mode to choose which
member text to search.
If you want to search by member names only, select Name. If you want
to search by member captions only, select Caption. If you want to search
by both member names and captions, select either Name : Caption or
Caption : Name.
3. Type a search string in the text box at the top of the Member Selector.
4.
Click Search or press Enter.
Members that match the search string are displayed in a hierarchical list.
Also, any members that were already included in the query are highlighted
in the search results.
5. Select any members that you want to include in the query.


Selecting all members at a particular level in the dimension 6
members.
6. If you want to perform additional searches to select more members, repeat
steps 3 to 5.
7. Click OK.
Note:
Clicking the Return to Member List button returns you to the complete
member list. All selected members remain selected.
Selecting all members at a particular level

in the dimension
You may want to select all members at the same level in the dimension. If
the number of members in the dimension is large, it may be faster to use the
Select Level button in the Member Selector toolbar.
To select all members at a level

1.
2.
Click Select Level on the Member Selector toolbar.
3. Select a level from the list.
All members at that level in the dimension are selected.

Selecting parent, child, or sibling members
Alternatively, you can right-click a member, point to Select, and choose

All at this level to select all members at that level in the dimension.
Selecting parent, child, or sibling

members
After you've selected one or more members in the Member Selector, you
may want to select the parent of a member, or the children or siblings of a
member.
For example, for the member Quarter 2, its parent member could be 2007,
its child members could be April, May, and June, and its sibling members
could be Quarter 1, Quarter 3, and Quarter 4.

Changing the displayed measures 6
To select parent, child, or sibling members

1.
2. Right-click a member in the Member Selector, point to Select, and choose
Parent, Children, or Siblings.
Changing the displayed measures

Whenever data is displayed in the crosstab, the measures used in the
current query are displayed in the crosstab's title bar. If a measures dimension
has not been added to any of the crosstab's three axes, you can still change
the measure by using the Member Selector in the title bar.
Related Topics
• Crosstab title bar on page 269
• Chart title bar on page 285
Hiding members from view

You can hide members from the crosstab or chart in two ways:
• Deselect the members in the Member Selector.
• Select one or more members in the crosstab or chart, right-click one of
the selected members, and select Hide Member.
To select multiple individual members, hold down the Ctrl key while
selecting members. To select a range of members, select one end point
of the range, hold down the Shift key, and then select the second end
point.
The two methods are equivalent. If you want to restore a hidden member to
the crosstab or chart, use the Member Selector to re-select the hidden
member.

Setting the slice member
Setting the slice member

A query defines a specific view of data from an OLAP cube. This view is
often referred to as a "slice" because the view you see is a two-dimensional
"slice" of a multi-dimensional cube.
A slice member is the active member in a slice dimension. For more

information on slice dimensions, see Crosstab component reference on
page 265.
If you already have a dimension placed on the slice axis, you can use the
Member Selector to set new slice members for the axis. Alternatively, you
can drag members from the metadata explorer on the Data tab to the slice
axis.
You can specify either a single member or multiple members for your slice
axis, depending on which cube provider your crosstab is connected to and
which type of dimension you are choosing slice members from. You can
specify only a single member from a Measures dimension for the slice axis.
If you connect to a cube provider that supports custom aggregation, you can
specify multiple members on a slice dimension. Microsoft Analysis Services
and SAP BW support custom aggregates. Oracle Hyperion Essbase does
not support custom aggregates.
Therefore, if your data source is Essbase, you cannot place multiple members
in the slice area.
For more information on custom aggregates, see Custom aggregates and

multiple members on a slice dimension on page 246.
To specify members for the slice axis using the

Member Selector
1.
Click the Member Selector button beside the slice dimension name
to open the Member Selector.
2. In the Member Selector, select one or more members and click OK.
The page is redrawn to show the data for the chosen slice members.

Deselecting members 6
To specify members for the slice axis using the Data

tab
1. In the metadata explorer, select the members you want to use as your
slice.
2. Drag the members onto a slice axis drop zone.
Alternatively, you can click the Add to Slice button.
If the slice axis is already populated, drag the members to the center drop
zone on the slice axis to swap the existing slice members with the selected
members. Or, drag the members to a side drop zone to nest the slice
members with the existing members.
See Overview of member selection on page 86 for more information on

selecting members.
Deselecting members
You can deselect members by clicking them individually in the Member
Selector, or you can deselect groups of members simultaneously:
• Deselect all members.
• Deselect all members at a level.
• Deselect parent, child, or sibling members.
To deselect all members

1.
2.
Click Deselect All on the Member Selector toolbar.
All members within the tree are deselected.
Note:
After you deselect all members, the OK button in the Member Selector
is disabled because you must select at least one member for each
dimension on the crosstab.

Using favorite groups to save sets of members
To deselect all members at a level

1.
2. Right-click any member at the level you want to deselect, point to
Deselect, and choose All at this level.
To deselect parent, child, or sibling members

1.
2. Right-click a member, point to Deselect, and choose Parent, Children,
or Siblings.
Using favorite groups to save sets of

members
If you often work with the same members, and don't want to repeatedly
search for them or select them individually, you can save them as a favorite
group. You define favorite groups of members in the metadata explorer on
the Data tab.
When you add a favorite group to a crosstab or chart, the members of the
group are added, not the favorite group itself. Therefore the favorite group
name does not appear in the component's Member Selector.
Favorite groups are saved with the workspace, so they are still available
after you save and re-open a workspace.
To create a favorite group

1. In the metadata explorer on the Data tab, select the members that you
want to save as a favorite group.
The members must all be from the same dimension.

Showing only selected members in the Member Selector 6
2.
Click the Create Favorite Group button above the metadata explorer.
3. Type a name for your favorite group and click OK.
The favorite group is created within the dimension, and marked with a
special icon.
To remove a favorite group

1. Select the favorite group in the metadata explorer.
2.
Click the Remove Favorite Group button above the metadata explorer,
and then click OK to confirm the deletion.
Showing only selected members in the

Member Selector
The Member Selector can either show the entire list of members within a
dimension, or show only the members that have been selected for display
in the crosstab or chart. This can be useful when you have a dimension that
contains a very large number of members, and only a few of the members
are selected.
To display only the members that have been selected

1.
2.
Click Show Selected Members.
Click the button again to toggle the display back to the entire list of
members.
Displaying member names and captions

You can change the way that member names and captions are shown in the
Member Selector. You can choose to display only the member names as
they are defined on the OLAP server, only the captions as they are defined

Displaying the parent names of all members
by the cube designer, or both the server names and the captions. When both
names and captions are displayed, you can search for members by names
or captions.
To change the display of member names and captions

1.
2.
Click Display Mode.
3. Select one of these display modes:
• Caption
• Name
• Caption : Name
• Name : Caption
See Member Selector Display Mode button on page 300 for more
information on these display modes.
Note:
The default display mode is Caption.
Displaying the parent names of all

members
You can choose whether to display the parent names of all members in the
Member Selector. For example, if a member name is "Wednesday", and its
parents are "2002", "Qtr 2", "June", and "Wk 1", the member name is
displayed like this:
Wednesday (2002 > Qtr 2 > June > Wk 1)

Displaying the parent names of all members 6
To toggle the display of member parent names in the

Member Selector
1.
2.
Click Show Parent.

Displaying the parent names of all members

Sorting, Filtering, and
Ranking Data
7
7 Sorting, Filtering, and Ranking Data
Sorting data columns or rows

Voyager provides these options for sorting rows and columns in the crosstab:
• Ascending
• Descending
• Maintain Hierarchies
• Clear
An ascending sort orders your data with the smaller data at the top or to the
left. A descending sort orders your data with larger data at the top or to the
left. By default, data is sorted without regard to the hierarchical structure of
the dimension. To sort data while retaining the hierarchical structure of the
dimension, see Sorting within hierarchies on page 104.
You can add a sort to one column member and one row member. On an axis
that has nested dimensions, the selected member must be on the innermost
dimension.
Cells that are uninitialized (null) or invalid are ranked in value below any
other cells; they appear last in a descending and first in an ascending sort.

Sorting, Filtering, and Ranking Data
Sorting data columns or rows 7
They are shown as nulls in the crosstab. For information about displaying
null values, see Display NULL Values As on page 276.
For more information about sort types, see Sort button on page 258.
To sort data columns or rows in ascending order

1. In the crosstab, select the row or column member heading that you want
to sort.
2.
Click Sort.
Alternatively, you can click the arrow beside the Sort button and click
Ascending, or right-click the member heading, point to Sort, and then
select Ascending.
An icon appears beside the member name, indicating the direction of the
sort.
To sort data columns or rows in descending order

to sort.
2.
Click the arrow beside the Sort button, and then click Descending.
Alternatively, right-click the member heading, point to Sort, and then select
Descending.
An icon appears beside the member name, indicating the direction of the
sort.
To reverse the sort direction

• In the crosstab, click the sort icon beside the member name.
The icon changes to reflect the new sort direction.

Note:
• The sort button is disabled until you select a single row or column in
a crosstab.
• If your crosstab contains nested dimensions, you can add a sort only
to a member of the innermost dimension.
For more information about sorting and the different sort types, see Sort
button on page 258.
Related Topics
• Combining a sort and filter on page 113
• Combining a sort and rank on page 113
Sorting within hierarchies
If you turn on the Maintain Hierarchies option, you can apply ascending and
descending sorts with the hierarchy of the data preserved—parent members
are sorted in order, and child members below the parents are sorted in their
own order.

Sorting data columns or rows 7
The Maintain Hierarchies option is applied at the axis level. If you apply the
option to the row axis, but not to the column axis, then any sorts that you
apply to members on the row axis will maintain hierarchies, but sorts that
you apply to members on the column axis will not maintain hierarchies.
The Maintain Hierarchies option remains turned on until you explicitly toggle
it off again.
To sort data columns or rows with hierarchical grouping
to sort.
2.
Click the arrow beside the Sort button, and then click Maintain
Hierarchies.
Alternatively, right-click the member heading, point to Sort, and then select
Maintain Hierarchies.

Filtering the data in crosstabs and charts
A check mark indicates whether the Maintain Hierarchies option is on

or off.
3. Select Ascending or Descending to apply the sort.
Removing a sort
You can manually remove a sort, or Voyager can remove sorts automatically.
Whenever you swap, replace, or nest dimensions on the row or column axes,
all sorts are automatically removed from the query. However, sorts are not
automatically removed if you perform a "swap axis" operation.
Related Topics
• Automatically removed sorts, filters, and ranks on page 113
To manually remove a sort
to remove a sort from.
2.
Click the arrow beside the Sort button, and then click Clear.
Alternatively, you can right-click the member heading, point to Sort,

and then click Clear, or right-click the Sort icon beside the sorted member's
name and click Clear Sort.
Note:
If the crosstab contains a sort on the other axis, that sort remains in effect.

You can filter data so that only the data that you're interested in is included
in your crosstabs and charts. To filter out data, you apply a condition to one
or more rows or columns in the crosstab. If a cell value does not satisfy the
filter condition, its entire row or column is removed from the crosstab.
A filter is applied to one or more row members, or one or more column

members, but not to both row and column members simultaneously. On an

Filtering the data in crosstabs and charts 7
axis that has nested dimensions, the selected members must be on the
innermost dimension.
Filtering is performed on the original, unformatted values of cells. This

behavior can lead to apparent small discrepancies in excluding or including
cells. For example, a value displayed as 100.00 would be excluded after a
filter has been applied excluding only numbers greater than 100, if its original
value were 100.005.
For more information about filters, see Filter button on page 260 and Filter
Editor dialog box on page 304.
To apply a new filter

1. In the crosstab, select the row or column member headings that you want
to apply the filter to.
2.
Click Filter.
Alternatively, right-click any of the selected member headings, point to
Filter, and then click Set.
3. In the Filter Editor dialog box, select the type of filter you want to add to
the selected rows or columns.
For details on the types of filters you can apply, see Filter Editor dialog
box on page 304.
4. Choose a condition and type values for your filter.
For example, if you are applying a "greater than" filter, enter the minimum
number that you want to be included in that row or column.
5. Click OK.
The target rows or columns are filtered, and a Filter icon appears beside
the member names.
To modify an existing filter

to modify a filter for.

2.
Click Filter.
Alternatively, right-click the member heading, point to Filter, and click Set,
or click the Filter icon beside the filtered member's name.
The Filter Editor dialog box opens, showing the existing filter's condition
and values.
3. Make the desired changes to the filter and click OK.

For details on the types of filters you can apply, see Filter Editor dialog
box on page 304.
Note:
• The filter button is disabled until you select a single row or column in
a crosstab.
• If your crosstab contains nested dimensions, you can add a filter only
to a member of the innermost dimension.
Related Topics
• Combining a filter and rank on page 113
• Combining a sort and filter on page 113
Adding a second filter
When you add a second filter to a different member on the same crosstab
axis, the second filter is applied to the results of the first filter. Both filters are
in effect, and the crosstab displays only the rows or columns that satisfy both
filter conditions.
Removing a filter
You can manually remove a filter, or Voyager can remove filters automatically.
all filters are automatically removed from the query. However, filters are not
Related Topics

Ranking the data in the crosstab 7
To manually remove a filter
1. In the crosstab, right-click the row or column member heading that you
want to remove a filter from.
2. Point to Filter, and then click Clear.
Alternatively, you can right-click the Filter icon beside the filtered
member's name and click Clear Filter.
Only the target filter is removed. If the crosstab contains other filters,
those remain in effect.
Ranking the data in the crosstab

A rank is a type of filter that selects cell values based on their contribution
to an overall total. The selected cells are then sorted in ascending or
descending order, depending on the rank condition.
For example, a data analyst may start with a crosstab that shows all product
brands. She then performs a ranking action to see only the unit sales of the
Top 20 product brands, sorted from highest to lowest unit sales.
A rank action is performed on a single column or row. On an axis that has

nested dimensions, the selected member must be on the innermost
dimension.
For more information about ranking, see Rank button on page 260 and Rank
Editor dialog box on page 303.

Ranking the data in the crosstab
To add a rank
to apply a rank to.
2.
Click Rank.
Alternatively, right-click the member heading, point to Rank, and click
Set.
3. From the Rank Editor dialog box, select a rank Condition, and then enter
the Number of Members or the Percentage of Total.
For details on the types of ranks you can apply, see Rank Editor dialog
box on page 303.
4. Click OK.
The target row or column is ranked, and a Rank icon appears beside the
member name.
To modify an existing rank

to modify a rank for.
2.
Click Rank.
Alternatively, right-click the member heading, point to Rank, and then
click Set, or click the Rank icon beside the ranked member's name.
The Rank Editor dialog box opens, showing the values defined for the
existing rank.
3. Make the desired changes to the rank and click OK.

For details on the types of ranks you can apply, see Rank Editor dialog
box on page 303.
Note:
• The Rank button is disabled until you select a single row or column in
a crosstab.

Ranking the data in the crosstab 7
• The Clear option is disabled until you select a single row or column in
a crosstab, that has a rank applied to it.
Related Topics
• Combining a filter and rank on page 113
• Combining a sort and rank on page 113
Adding a second rank
When you add a second rank to a different member on the same crosstab
axis, the second rank is applied to the results of the first rank. Both ranks
are in effect, and the crosstab displays only the rows or columns that satisfy
both rank conditions.
For example, if you apply a "Top 20" rank to one member, and then apply a
"Top 10" rank to another member on the same axis, the crosstab displays
the top 10 members out of those 20 members.
Removing a rank
You can manually remove a rank, or Voyager can remove ranks automatically.
all ranks are automatically removed from the query. However, ranks are not
Related Topics
To manually remove a rank
1. In the crosstab, right-click the row or column member heading that you
want to remove a rank from.
2. Point to Rank, and then click Clear.

Displaying sorts, filters, and ranks applied to the query
Alternatively, you can right-click the Rank icon beside the ranked
member's name and click Clear Rank.
Only the target rank is removed. If the crosstab contains other ranks,
those remain in effect.
Displaying sorts, filters, and ranks

applied to the query
In addition to the sort, filter, and rank icons that are displayed in member
headings, you can see a summary of all sorts, filters, and ranks that have
been applied to any members on the crosstab, in a single list.
Click the Display Member Settings button in the crosstab's button area
to open the list. In the Member Settings dialog box, you can review the
conditions applied to your data, and remove any conditions you no longer
want to apply.
For more information, see Hidden sorts, filters, and ranks on page 112.
Hidden sorts, filters, and ranks

If you apply a sort, filter, or rank condition to a member in a crosstab, and
then that member is hidden, the sort, filter, or rank still applies. Members
can become hidden if you perform a focused drill-down, if you manually hide
or deselect members, or if you apply a second condition that excludes the
first member.
If your data has hidden conditions applied, you can click the Display
Member Settings button to view the list of conditions. Then, you can use the
Member Selector to restore the hidden members to the crosstab if desired.
For more information, see Displaying sorts, filters, and ranks applied to the
query on page 112.

Automatically removed sorts, filters, and ranks 7
Automatically removed sorts, filters, and
ranks
When any of the following actions is performed, all existing sorts, filters, and
ranks that are applied to that axis (the "target" axis) are automatically
removed:
• Swapping dimensions, removing a dimension, or adding a dimension.
• Changing the order of nested dimensions.
• Swapping a dimension to the slice axis.
Swapping the positions of the row and column dimensions with the Swap
Axis button does not remove sorts, filters, or ranks from the query.
Combining a filter and rank

When you apply both a filter and a rank to the same row or column, the
returned data reflects both operations. If you then remove either the filter or
the rank, the remaining operation is reapplied to the query's entire data set.
Combining a sort and filter

When you apply both a sort and a filter to the same row or column, the
returned data reflects both operations. The values are filtered, and ordered
based on the sort operation. If you then remove either the sort or the filter,
the remaining operation is reapplied to the query's entire data set.
Combining a sort and rank

When you apply both a sort and a rank to the same row or column, the
returned data reflects both operations. The values are ranked, and ordered
based on the explicit sort operation. If you then remove either the sort or the
rank, the remaining operation is reapplied to the query's entire data set.
When you apply a sort and a rank to the same member, the explicitly applied
sort always overrides the sort applied by the ranking operation.

Excluding null values

Null values are database entries that have not been initialized with any real
data values. For example, if a database record for a house contains a field
for the number of rooms in the house, but no number has been entered in
that field for that house, the value of that cell is null.
You can clarify the visual display of your crosstabs and charts by filtering
out rows and columns that contain only null values.
The null suppression applies to the entire query; therefore, all crosstab and
chart components linked to that query are affected by the suppression.
You can suppress entire rows, columns, or both rows and columns.
To filter out all null rows and columns from a query

• Click the Null Suppression button in the crosstab component.
Rows and columns containing only null values are removed from the
crosstab view. When null suppression is active, the Null Suppression
button remains depressed to indicate that the crosstab contains
suppressed data.
To restore the removed rows and columns, click the Null Suppression
button again.
To filter out only null rows or null columns from a

query
1. Select a chart or crosstab component linked to the query.
2. Click the Properties tab.
3. In the Suppress NULL Values field, select Column only or Row only.
4. Click Apply.
Entire rows or entire columns containing only null values are removed
from the crosstab view.

Excluding null values 7
On all components that belong to the same query, the Null Suppression
button is depressed to indicate that null suppression is turned on for this
query.
To remove null suppression

1. Select a chart or crosstab component linked to the query.
2. Click the Properties tab.
3. In the Suppress NULL Values field, select Off.
4. Click Apply.
All null suppression is removed from the query.
Alternatively, you can click the Null Suppression button on a crosstab

component to set null suppression to "rows and columns" mode, and then
click the button again to turn off null suppression.
For more details on null suppression, see Crosstab Null Suppression

button on page 275, Crosstab display options on page 275, and Chart
display options on page 287.
Note:
By default, null values in the crosstab are displayed as empty cells, but
you can change the way null values are displayed. For details, see
Properties tab on page 249.


Highlighting Exceptions in
Data
8
8 Highlighting Exceptions in Data
Overview of exception highlighting

You can apply color to the cells in a crosstab to highlight important differences
or unexpected results. For example, you might want to highlight a value that
is greater or less than a particular value.
Exception highlighting can be performed globally on the entire crosstab, or

on individual columns or rows. Exception highlighting settings are saved with
the workspace.
Note:
On an axis that has nested dimensions, you can add row or column
highlighting only to members of the innermost dimension.
Related Topics
• Applying exception highlighting on page 121
• Removing exception highlighting on page 128

Highlighting Exceptions in Data
Overview of exception highlighting 8
Traffic light exception highlighting
Traffic light exception highlighting is useful for providing a quick visual

indication of which values in your data are good (green), bad (red), and
average (yellow).
For example, if your business data describes sales figures across the country,
you could use traffic light highlighting to find the regions that require further
investigation. By drilling down into red cells in the crosstab, you might identify
problems causing poor sales in those regions.
Related Topics
• To apply traffic light exception highlighting on page 124
Shades of red and green exception highlighting
Shades of red and green exception highlighting is useful for providing a quick
visual indication of how good or bad the values in your data are.
For example, if your business data describes sales figures across the country,
you could use shades of green highlighting to identify all regions with

acceptable sales, yet differentiate the best-performing regions from the

average-performing regions.
Shades of red and green highlighting is also useful for providing a graduated
highlighting. If you apply a different type of exception highlighting, for example
traffic light highlighting, the thresholds for good and bad values are sharply
defined. However, you may want to know if any values are close to those
thresholds. For example, if you set the threshold for bad values to be 100,
you would probably want to know if any values are 101 or 102.
Related Topics
• To apply shades of red or green exception highlighting on page 124
Hot and cold exception highlighting
Hot and cold exception highlighting is useful for indicating how close values
are to a target range.
For example, if your business data describes inventory levels in stores across
your organization, you may want to know which stores' inventory levels are
optimal, or are too high (money is tied up in inventory) or too low (customers
are lost because orders cannot be fulfilled). Hot and cold highlighting can

Applying exception highlighting 8
identify stores whose inventories are closest to or farthest from the optimum
levels.
Related Topics
• To apply hot and cold exception highlighting on page 125
Applying exception highlighting

You can apply exception highlighting to individual rows and columns of the
crosstab, or to the entire crosstab.
• Row and column highlighting
Row and column exception highlighting is used to distinguish values that

are inside or outside given ranges, in selected columns or rows. For
example, if you were analyzing sales figures and wanted to know which
regions had sales lower than a certain value, you could apply exception
highlighting to find those poorly performing regions.
• Global highlighting
Global exception highlighting is used to distinguish values that are inside

or outside given ranges, across the entire crosstab. For example, if you
were analyzing sales figures across your entire organization, and wanted
to know which stores, regardless of location or size, had sales higher

than a certain value, you could apply global exception highlighting to find
those top-performing stores.
You can manually define up to seven ranges in Voyager, by specifying end

points for the ranges. When you enter a value in the Exception Highlighting
dialog box, that value defines the starting point for a new range. The new
range includes all values that are equal to or greater than the value you
entered, and less than the next starting point.
Alternatively, you can use one of the predefined exception highlighting types
(traffic light, shades of red, shades of green, shades of red and green, hot
and cold) to automatically define some of the ranges for you.
To apply row and column exception highlighting

to apply highlighting to.
2.
Click Exception Highlight.
Alternatively, you can right-click any of the selected row or column member
headings, point to Highlight Exceptions, and click Set.
The Exception Highlighting dialog box opens, with one end point defined:
Minimum. The default range is defined as Minimum to Maximum.

3. Add appropriate ranges of values, up to a maximum of seven ranges.
Related Topics
• To add a range on page 126
• To delete a range on page 127
• To change the start or end point of a range on page 127
• To change the highlight color of a range on page 128
To apply global exception highlighting

1. Click the Select All Cells button in the crosstab component.
2.
Alternatively, you can right-click any data cell in the crosstab, point to
Global Exception Highlighting, and click Set.
The Exception Highlighting dialog box opens, with one end point defined:
Minimum. The default range is defined as Minimum to Maximum.
3. Add appropriate ranges of values, up to a maximum of seven ranges.

Related Topics
To apply traffic light exception highlighting

1. First, follow the procedure for row and column exception highlighting or
global exception highlighting.
• To apply row and column exception highlighting on page 122
• To apply global exception highlighting on page 123
2.
After you have entered two values, the Traffic light exception
highlighting button is enabled. Click the button.
The color of the middle band is changed to amber.
Note:
After applying traffic light highlighting, you can add more ranges manually,
up to a maximum of seven ranges.
Related Topics
To apply shades of red or green exception

highlighting

2.
After you have entered two values, the Shades of red,
Shades of green, and Shades of red and green exception highlighting
buttons are enabled. Click one of these buttons.
The range between the two entered values is divided into seven equal
bands and color-coded according to the button you clicked.
Note:
If the division results in a non-integer number, the result is rounded to the
nearest integer.
Related Topics
To apply hot and cold exception highlighting

2.
After you have entered four values, the Hot and cold exception
highlighting button is enabled. Click the button.
Two of the entered values define the lowest and highest ranges, and the
other two values define the target range. The remaining bands above
and below the target range are divided automatically and color-coded,
with blue indicating cold (farther away from target range) and red indicating
hot (closer to target range).
Note:
The sizes of the upper and lower bands may be different, depending on
how you defined the target range.

Related Topics
To add a range
1.
Type a value in the "Enter range point" field at the top of the dialog
box, and press Enter or click Add to add that value as another end point.
The new end point is added to the list.
Voyager selects colors for the highest and lowest ranges automatically,
leaving any other ranges you define unhighlighted. You can add highlight
colors to those other ranges, or change the colors used to highlight the
highest and lowest ranges.
When using shades of red or green, or hot and cold highlighting, Voyager
creates the ranges for you, but you can adjust the end points manually.
2. If you want to define more ranges, continue adding end points, up to a

maximum of seven ranges.

3. Click OK when you have defined all the ranges you need.
To delete a range
1. For global exception highlighting, click the Select All Cells button in
the crosstab. For row and column exception highlighting, select the row
or column member heading that you want to remove exception highlighting
ranges from.
2.
Alternatively, for global highlighting you can right-click any data cell in the
crosstab, point to Global Exception Highlighting, and click Set, or for
row and column highlighting you can right-click a row or column member
heading, point to Highlight Exceptions, and click Set.
3. In the Exception Highlighting dialog box, select the range you want to
delete by clicking anywhere on the row.
4. Click the Delete button to delete the selected range.
To change the start or end point of a range

or column member heading whose highlighting you want to modify.
2.
3. In the Exception Highlighting dialog box, select the range you want to
modify by clicking anywhere on the row.
The cell in the Point column changes to edit mode; you can now modify
the value.
4. Enter a new value for that point and press Enter, or click outside that cell
with the mouse.

Removing exception highlighting
The new point is set, and the ranges are updated. The ranges are also
re-sorted so that ranges are ordered from lowest to highest based on the
starting points.
To change the highlight color of a range

or column member heading whose highlighting you want to modify.
2.
3. In the Exception Highlighting dialog box, click the Color Picker button
for the range you want to modify.
4. Choose a color from the palette.
5. If desired, change the colors of other ranges, and then click OK to apply
the new colors to the crosstab.
To reverse the highlighting colors
When you define exception highlighting ranges and colors, you may decide
to reverse the colors that you applied, or that Voyager automatically applied.
•
To reverse the highlighting colors, click the Reverse highlighting
colors button in the "Exception Highlighting" dialog box.

You can remove exception highlighting at any time, to restore your original
view of the data.

Removing exception highlighting 8
To remove exception highlighting from rows or

columns
to remove highlighting from.
2. Right-click one of the selected member headings, point to Exception
Highlighting, and then click Clear.
To remove global exception highlighting

1. Click the Select All Cells button in the crosstab.
2. Right-click any data cell in the crosstab, point to Exception Highlighting,
and then select Clear.


Defining Calculations
9
9 Defining Calculations
Overview of calculations
Overview of calculations
Crosstabs that contain raw multidimensional data are not always easy to
read or understand. Sometimes, there are trends which are hidden by the
data, or are only revealed when new information is derived from the data.
Revealing these trends is accomplished by applying calculations to the data
on the crosstab.
Voyager calculations include both visual totals, which aggregate the data
currently displayed in the crosstab, and calculated members, which are
calculations that behave as members. You can manipulate the calculated
members much like standard data members.
Some basic Voyager calculations are predefined; you don't need to specify
any parameters before applying them to your data. However, you can create
custom calculations if the basic calculations don't meet your requirements.
You can create multiple calculations to enhance your analysis further, or to

highlight different aspects of the data.
These types of calculations are available in Voyager:

• Visual totals on page 132
• Basic calculations on page 138
• Custom calculations on page 140
Visual totals
Visual totals are dynamic aggregations of your data, such as sums or
averages, displayed in rows or columns added to the crosstab. Visual totals
aggregate the data in the crosstab without regard to members' relationships
in the hierarchy. For example, if your crosstab displays the members Drink
and Food, and also the child members Bread and Meat, the visual total
aggregates the data for all four members despite Bread and Meat being child
members of Food.
Visual totals appear at the bottom or at the right side of the crosstab but are
not created as members like other calculations are. (For example, visual
totals do not appear in the Member Selector.) They can be added and
removed individually, or all turned on and off simultaneously.

Visual totals 9
A typical visual total calculation would be the sum of all values in a row or
column, although you can apply other summary calculations as well:
Name Description
Sum Sums a range of cell values.
Average Averages a range of cell values.
Count Counts the number of non-null cells in a range.
Min Returns the minimum value in a range of cell values.
Max Returns the maximum value in a range of cell values.
Returns the median value for a range of cell values. The

Median
median is the middle value in a set.
Returns the variance for a range of cell values. Variance

Variance is the average squared deviation of each number from its
mean.
Returns the standard deviation for a range of cell values

Standard Devia-
using the biased population formula. Standard deviation is
tion
the square root of the variance.

Visual totals
Name Description
The Aggregate total is available only for Microsoft Analysis

Services data sources. The aggregate operation applies
Aggregate
the aggregation operation specified on the server to the
range of cell values.
These calculations are dynamic; the result set is always based on the
members that have been selected in the query. For example, if you add a
Sum calculation row, the calculation sums the values from all row members.
If you then remove a row member, the calculation adjusts automatically for
the removed member, summing only the values from visible row members.
For more information about the different visual total calculations, see Custom
calculations on page 140.
Note:
• Visual totals ignore cells that are the result of other calculations.
• Visual totals do not take into account parent-child relationships when
calculating cell values in a range. For example, if both a parent member
and its child member are specified on an axis, and the visual total added
is a Sum, the child member is added to the Sum twice: once as a single
member and again as a contribution to the total of its parent member.
To add the default totals
For Microsoft data sources, the default totals are the aggregate type that is
defined on the server. For other data sources, the default totals are sums.
•
On the toolbar, click the Visual Totals button.
Alternatively, you can click the Select All button in the crosstab, right-click
any data cell in the crosstab, and select Show Visual Totals.

Visual totals 9
The default totals are added to the crosstab, and an icon identifies the
new row and column as visual totals. Also, the Visual Totals button is
depressed, indicating that totals are applied to the crosstab.
To add commonly used visual totals (Aggregate, Sum,

Average, and Count)
1.
On the toolbar, click the arrow beside the Visual Totals button.
2. Point to either Rows or Columns, and then select a total type.
Note:
• For Microsoft data sources, the default total type is Aggregate. For
other data sources, the default total type is Sum.
• If you want to add more than one visual total to an axis, you can repeat
these steps, or you can select More instead of Rows or Columns.
An icon identifies the added rows and columns as visual totals. Also, the
Visual Totals button is depressed, indicating that totals are applied to
the crosstab.
To add other visual totals

1.
On the toolbar, click the arrow beside the Visual Totals button.
2. Click More and select any totals you want to display on the crosstab.
You can also choose to subtotal each dimension if you have nested
dimensions. For more information, see Visual totals on axes with nested
dimensions on page 137.
3. Click OK to turn on the totals.
An icon identifies the added rows and columns as visual totals. Also,
the Visual Totals button is depressed, indicating that totals are applied
to the crosstab.

Visual totals
Changing to a different visual total
Once you've added a visual total to a crosstab, you can easily change it to
a different type.
To change a visual total to a different type
1. Right-click a visual total in the crosstab.

2. If you want to change the visual total to one of the commonly used types
(Aggregate, Sum, Average, and Count), select it from the list.
Or, if you want to apply one of the other available totals, select More.
Alternatively, you can click the Visual Total icon to open the Visual
Totals dialog box.
Removing visual totals
You can either turn off all totals simultaneously or remove individual totals.
To turn off all visual totals simultaneously
•
Click the Visual Totals button to turn off the totals.
Alternatively, you can click the Select All button in the crosstab, right-click
any data cell in the crosstab, and clear the check mark beside Show
Visual Totals.
Note:
Both the Visual Totals button and the Show Visual Totals menu item
toggle on and off all visual totals. If you have chosen to display several
totals, they are all turned on and off simultaneously with the Visual Totals
button or Show Visual Totals menu item.

Visual totals 9
To remove individual visual totals
•
Click the arrow beside the Visual Totals button, click More, and
then clear any totals you want to remove from the crosstab.
Alternatively, you can right-click a visual total and select Remove Total.
Visual totals on filtered data
If a visual total calculation is applied to filtered data, three visual total rows
or columns are added:
• "Displayed"—Calculates totals based on the values allowed by the filter.
• "Excluded"—Calculates totals based on the values excluded by the filter.
• "All"—Calculates totals based on the full, unfiltered set of members.
Visual totals on axes with nested dimensions
If you apply visual totals to a crosstab with nested dimensions, you can also
display subtotals of the inner dimensions.
When subtotals are displayed, the visual total is displayed as the last member
at the top level of the inner dimension.

Basic calculations
Visual totals on charts
When visual totals are enabled on a crosstab, any chart components linked
to the same query also display the visual totals, if the Show Visual Totals
property is set to Yes for those charts. By default, visual totals are not shown
on charts.
Basic calculations
Basic calculations are simple arithmetic calculations involving two members;
for example, the sum of two column members. Basic calculations do not take
any additional parameters. If you want to create more complex calculations,
see Custom calculations on page 140.
The basic calculations are available from the drop-down list on the
Calculation button.
Calculation Description
Add Adds the values in the selected rows or columns.
Subtracts the values in the selected rows or columns. The cell

Subtract values from the second selected row or column are subtracted
from the values in the first selected row or column.
Multiply Multiplies the values in the selected rows or columns.
Divides the values in the selected rows or columns.
Divide The cell values from the first selected member row or column
are divided by the values in the second selected row or
column.

Basic calculations 9
Divides the values in the selected rows or columns, and

expresses the resulting values as percentages.
Percentage The cell values from the first selected member row or column
are divided by the values in the second selected row or
column, and multiplied by 100.
Related Topics
• Custom calculations on page 140
Adding a basic calculation
When you add a basic calculation to the crosstab, it is added immediately

to the right of the right-most selected member (for column-based calculations)
or immediately below the bottom-most selected member (for row-based
calculations).
To add a basic calculation to the crosstab
1. Select two members in the crosstab.

For subtraction, division, and percentage calculations, the calculation is
defined in the order in which you select the members. That is, if you click
the Food member first, and then the Drink member, a subtraction
calculation would result in Food - Drink.
2.
On the application toolbar, click the arrow beside the Calculation
button and select the type of basic calculation you want to create.
The calculation is added to the crosstab as a calculated member.

Custom calculations
To edit a calculation
1. Right-click the calculation member header.

2. Point to Calculation and then click Edit.
Alternatively, you can click the icon in the calculation's member header.
3. In the Calculation Editor dialog box, change the calculation type or
definition, and then click OK.
The calculation in the crosstab updates to reflect any changes you made.
To delete a calculation
1. Right-click the calculation member header.

2. Point to Calculation and then click Remove.
Alternatively, you can right-click the icon in the calculation's member
header and select Remove Calculation.
Custom calculations
If the visual totals and basic calculations do not satisfy your need for more
detailed analysis of information from the data cube, you can create custom
calculations. With custom calculations, you define the parameters of the
calculations:
• The arguments of arithmetic calculations can be any combination of two
members or fixed numeric values.

Custom calculations 9
• The arguments of other calculations can be a set of manually selected
members, or a range of members.
Note:
Each calculated member can have only one operation. To create complex
calculations with multiple operations, you create calculations that operate
on other calculated members.
The following custom calculations are available from the Calculation Editor
dialog box.
Arithmetic calculations
Addition Adds two members or values.
Subtraction Subtracts two members or values.
Multiplication Multiplies two members or values.
Division Divides two members or values.
Rounds the target member's values to a specified number of

Round
decimal places.
Square Root Calculates the square root of the target member's values.
Summary calculations
Calculates the average (mean) for the values of the specified

Average
members.
Calculates the maximum for the values of the specified mem-

Maximum
bers.
Calculates the minimum for the values of the specified mem-

Minimum
bers.

Custom calculations
Median Calculates the median for the values of the specified members.
Variance and standard deviation
Variance Calculates the variance for the values of the specified members.
Standard Devi- Calculates the standard deviation for the values of the specified
ation members.
Available only with Microsoft Analysis Services data sources.

Rollup Aggregates the values for the specified members according to
the aggregation scheme defined for the measure in the cube.
Percentage calculations
Calculates the values of one member as a percentage of anoth-

Percentage
er member.
Percent Differ- Calculates the difference between the values of two members
ence as a percentage of one of the members.
Percentage Calculates the percentage contribution of members to the parent

Contribution or grandparent total.
Time-based calculations
Available only with Essbase data sources, and only on the time
Dynamic Time
dimension. For details on using these calculations, see Dynamic
Series
Time Series on page 231.

Available only with measures dimensions. Returns the measure

Prior Period
values from an earlier time period.
Available only with measures dimensions. Returns the measure

Parallel Period
values from a parallel reporting period.
Available only with measures dimensions. Calculates the

Moving Aver-
moving average for the values of the measure over rolling time
age
periods.
Available only with measures dimensions. Aggregates measure

Period to Date
values over a time period.
Rank calculation
Rank Ranks members within the dimension, level, set, or siblings.
Related Topics
• To edit a calculation on page 140
• To delete a calculation on page 140
• Basic calculations on page 138
Adding a custom calculation
When you add a custom calculation to the crosstab, it is added as a new

member to the right of or below the last member you selected before clicking
the Calculation button.
To add a custom calculation to the crosstab
1. Select a member heading in the crosstab.

The custom calculation will be added to the right of or below this member.

Custom calculations
2.
On the application toolbar, click Calculation.
Alternatively, you can right-click the member heading, point to Calculation,
and click Add.
3. In the Calculation Editor dialog box, select the type of operation you want
to use for the calculation.
See these sections for information about the different types of calculations
available:
• Mathematical operations on page 145
• Time-based operations on page 149
• Rank calculation on page 152
4. Optionally change the default caption.
5. Enter any additional information required to define the custom calculation.
6. Click OK.
The calculation is added to the crosstab as a calculated member.

Mathematical operations
There is a large selection of mathematical operations that can be performed

on your data to aid you in analysis. You can select simple arithmetic
operations, such as addition or subtraction, or you can perform more
complicated operations on your data, such as standard deviation functions,
or averages.
Mathematical operations are separated into categories.
Arithmetic operations
As you might expect, arithmetic operations constitute the four most common,
or "simple" calculations: Addition, Subtraction, Product (Multiplication), and
Division. Arithmetic operations also include additional calculations: Round,
and Square Root.
In the case of simple operations, you can define calculations to perform the
operation on two members, or perform the operation on one member and a
constant value. For example, you can create an addition calculation where
the values of two members are added together, or you can add the value of
a single member to a constant value.
Simple arithmetic operations

Addition, subtraction, division, or product operations require the selection of
two arguments. The arguments can each be a member or a fixed value.

Custom calculations
Rounding operation
The rounding operation displays values with fewer decimal places than the
actual values contain. For example, the actual values in a member might be
the following:
142.3251
589.8386
27.2727
You can add a Round calculation, set to 1 decimal place, to produce these
values instead:
142.3
589.8
27.3
If the leftmost removed digit is 5 or greater, the last retained digit is rounded
up; if the leftmost removed digit is less than 5, the last retained digit is rounded
down.
Square root
The square root operation calculates the number that can be multiplied by
itself to equal the selected value.
Summary operations
Summary operations are intended to derive new information from the

comparison of two or more members in your crosstab. Because of this, in
order to calculate summary operations, you must select two or more members
prior to indicating which operation to perform.

Average
The average is calculated by adding all the values in the selected member
and dividing by the total number of values in the member. This operation is
also known as the mean of all values.
Maximum
The values of the selected members are compared and the largest of the
values is selected.
Minimum
The values of the selected members are compared and the smallest of the
values is selected.
Median
The median is the middle value in a set. The number of values above the
median is equal to the number of values below the median.
Variance and standard deviation
When working in probability and statistics, two related calculations which are
commonly applied to data are variance and standard deviation. Both
calculations are a measure of how spread out values in a set of data are
from the average.
Consider the following sample data from a selected member:
{10, 10, 10, 10, 10}
In such a set of numbers, the average is 10, and the variance and standard
deviation are 0. This is because there is no spread of values (they are all
10).
But now consider a different set of values from a selected member:
{0, 5, 10, 15, 20}
In this set of numbers the average is also 10, but the variance is 50 and the
standard deviation is approximately 7.07.

Custom calculations
Variance
The variance is a measure of how much a set of numbers varies from the
average. When the values in a set are all close to the average, variance is
small. When the values in a set are significantly larger and smaller than the
average, the variance is large. Variance is calculated using the biased
population formula (that is, divided by N).
Standard Deviation
Standard deviation is the square root of the variance.
Rollup
The rollup aggregates the values of the selected members using the
aggregation scheme defined in the data server. Rollup is available only for
data provided by Microsoft SQL Server Analysis Services connections.
Percentage operations
Voyager provides three types of percentage calculations:

• Percentage
• Percentage difference
• Percentage contribution
Percentage values are automatically formatted as percentages in the
crosstab.
Percentage
This operation calculates the values of Member 1 as a percentage of Member
2.
Percentage = (Member 1 / Member 2) * 100
Percent difference
This operation calculates the difference between the values of Member 1
and Member 2 as a percentage of Member 2.
Percent difference = ((Member 1 - Member 2) / Member 2) * 100

Percentage contribution
This operation calculates the values of members as percentages of a specific
total. For example, the populations of a city and its regions might be the
following:
Entire city 800,000
East side 200,000
South side 200,000
North side 400,000
The percentage contribution of the North side is 50%.
You can specify which total to base the percentage calculation on:
• Dimension total—The percentage contribution is calculated based on
the overall dimension's total.
• Parent total—The percentage contribution is calculated based on the
immediate parent's total.
Time-based operations
Frequently, there is a need to show data in reference to time. A dimension

of data relating to time is a common and necessary concept in analysis,
because business is measured by activity, and activity is based heavily upon
the concept of time. Time relates to other common dimensions in a data
cube because virtually everything is measured relative to various points in
time; for example, an asset or other balance within a balance sheet, or
revenues over time within an income statement.
You can define time-based calculations only on a measures dimension.

Additionally, you can create a time-based calculation only if there is a time
dimension selected on the crosstab.
Note:
For information about Essbase Dynamic Time Series calculations, see
Dynamic Time Series on page 231.

Custom calculations
Prior Period
The Prior Period calculation is an analysis of the change in a measurement

over a prior operating period.
A typical calculation of the Prior Period is sales comparison between the

most recent quarter, such as Q3, and the previous quarter, Q2.
The unit of measure of time is determined by the dimensions defined in your

data. For example, if there is a time dimension in months, months are the
unit of time measurement used for the Prior Period.
You must supply information in the Calculation Editor dialog box to

successfully set up a Prior Period calculation:
• The dimension to calculate the Prior Period for.
• Which time dimension to use for the calculation, if there is more than one
dimension in the data cube that is of the type time.
• The number of periods to go back from the current period. The default
value is 1.
Parallel Period
The Parallel Period calculation is an analysis and comparison of a selected

period in time with the same period in the past.
A typical calculation of the Parallel Period is sales comparison between the

most recent quarter this year, and the same quarter from the previous year:
Compare Q2 sales from this year with Q2 sales from last year.
The unit of measure of time is determined by the dimensions defined in your

data. For example, if there is a time dimension in months, months are the
unit of time measurement used for the Parallel Period.
The time interval represents the length of time between the two periods.
Taking the typical time intervals of Year, Quarter, and Month, a time interval
of one Year would indicate a comparison of quarters or months between the
current year and the previous year.
You must supply information in the Calculation Editor dialog box in order to
successfully set up a Parallel Period calculation:
• The dimension to calculate the Parallel Period for.

• The time interval to use for the Parallel Period.
• The number of periods to go back from the current period. The default
value is 1.
Moving Average
Moving Averages, also known as Rolling Averages, are popular because of

their "smoothing" effect on data that fluctuates over time. In situations where
values change wildly within seasons, or undergo other cyclical volatility,
Moving Averages provide meaningful data analysis.
Periodicity (the number of periods) indicates how the Moving Average is

determined:
• If the periodicity is an odd number, the average for each dimension
member is calculated with that member at the "center" of the moving
average. For example, if the periodicity is 3, the value preceding the
member, the member itself, and the value after the member are used to
calculate the Moving Average.
• If the periodicity is an even number, two averages are calculated, then
the average of those two averages is further calculated to form the Moving
Average.
You must supply information in the Calculation Editor dialog box in order to
successfully set up a Moving Average calculation:
• The dimension to calculate the Moving Average for.
• The number of periods to calculate the Moving Average for.
Period to Date
The Period to Date is a measure of the sum or aggregation of values over

a range of time intervals.
A typical calculation of the Period to Date is the accumulation of values from
the beginning of a year until the current month. A further calculation may be
made to compare the Period to Date with the Period to Date for a previous
year.

Custom calculations
In the Calculation Editor dialog box, the Period field defines the time period
for the calculation. For example, if you choose Year for the period, the Period
to Date calculation returns the sum of all months starting from January of
the current year.
You must provide information in the Calculation Editor dialog box to set up
a Period to Date calculation:
• The measure whose values you want to aggregate; for example, store
sales.
• The aggregation function for the calculation: Sum (default), Average,
Maximum, or Minimum.
• The period to base the calculation on.
Rank calculation
You can use the rank operation to assign a ranking to the members of a
dimension based on their values.
For example, you may want to show the ranking of the selected values
compared to each other, or you may want to show the ranking compared to
all values that the selected data shares a parent with.
These rank types are available:

• All members in the dimension—Show rankings as compared with all
members in the dimension.
• Members at the same level—Show rankings as compared with all other
members at the same level in the data hierarchy.
• Members with the same parent—Show rankings as compared with all
other members that the member shares a parent with (siblings).
• Members displayed in the crosstab—Show rankings as compared with
all displayed members on the same axis.
To add a Rank calculation, first select the member containing the data that
you want to rank, and then click the Calculation button.

Exploring Different Views of
Your Data
10
10 Exploring Different Views of Your Data
Swapping dimensions
Swapping dimensions
You can swap dimensions with others to reorient the view of data in the
crosstab or chart.
You can swap a row or column dimension with one of the slice dimensions,
or with another row or column dimension.
To swap all rows with all columns

•
Click the Swap Axis button in the crosstab component or on the
toolbar.
To swap two dimensions

1. Drag a dimension toward the dimension that you want to swap it with.
You can swap row, column, or slice dimensions.
2. When the center drop zone is highlighted as shown, release the mouse
button to swap the two dimensions.

Exploring Different Views of Your Data
Removing dimensions 10
Swapping dimensions containing sorts, filters, and

ranks
When you swap dimensions, or add a new dimension to a row or column

axis, all existing sorts, filters, and ranks are automatically removed from the
query. However, if you swap the positions of the row and column dimensions
using the Swap Axis button, the sorts, filters, and ranks are preserved.
See Sorting data columns or rows on page 102, Filtering the data in crosstabs
and charts on page 106, and Ranking the data in the crosstab on page 109
for more information about sorting, filtering, and ranking.
Removing dimensions
You can remove dimensions from the crosstab's or chart's axes to simplify
your analysis.
To remove a dimension from a chart or crosstab

component
• Drag the dimension from the dimension panel to any location outside the
chart or crosstab component.
Alternatively, you can right-click the dimension, and select Remove.
Nesting dimensions
Displaying two or more dimensions in a particular row or column in the
crosstab is known as nesting. When you nest dimensions, the one nearest
the cells is called the inner dimension, and any others are called the outer
dimensions.
To nest dimensions
1. Drag a dimension toward the dimension that you want to nest it with.

Nesting dimensions
You can nest row, column, or slice dimensions.

2. When one of the side drop zones is highlighted, release the mouse button
to nest the two dimensions.
Note:
After you nest dimensions, you can apply sorting, filtering, and ranking
only to the inner dimensions.
Changing the order of nested dimensions
You can change the order of the dimensions in a row or column by swapping
the dimensions. See Swapping dimensions on page 154.

Changing the slice of data 10
Changing the slice of data
Slice dimensions have an active slice member that determines the current
view. To alter the active slice member, use the Member Selector on the
corresponding dimension.
The slice Member Selector is similar to the Member Selector for row and
column dimensions, except that you can select only one slice member at a
time. Some data sources however, for example Microsoft Analysis Services,
allow you to select multiple slice members.
To select a member from a slice

1.
Click the Member Selector button beside the slice dimension name
to open the Member Selector.
2. In the Member Selector, select a member from the list.
3. Click OK.
The data in the crosstab updates to show the view for the new slice.
Note:
When you drag a dimension to the slice axis, it returns to the default
member.
Related Topics
• Overview of member selection on page 86
Drilling down and drilling up

Often you want to explore data in a hierarchical dimension more closely to
find reasons for unexpected performance. In a crosstab or chart, you can
expand a member to show its constituent child members. This is called drilling
down.
Collapsing the member structure to show only the parent member is called
drilling up.
A plus sign next to a member indicates that the member can be drilled
down to show its child members; a minus sign indicates that the member

has been expanded-drilled down, and can be collapsed to hide its child
members.
You can perform either expanded drill or focused drill operations on members.
Expanded drill
If you perform an expanded drill down on the member Bakery, you see Bakery
and its child members, as well as any other members that are currently
selected on the same view axis. For example, if Bakery, Grocery, and Meat
are currently displayed on the row axis of your crosstab, applying an
expanded drill down on Bakery to display its children does not remove
Grocery and Meat from the row axis.
If you perform an expanded drill up on Bakery, the view returns to the state
that existed before the expanded drill down.
Focused drill
If you perform a focused drill down on Bakery, you see only the child members
of Bakery. Grocery and Meat are removed.
If you perform a focused drill up on one of the child members of Bakery, you
see Bakery and its siblings.
To expand-drill down a level in a crosstab

• Click the plus sign next to the member name to display its child
members:

Drilling down and drilling up 10
You can continue drilling down into lower levels as long as a plus sign
appears beside the member name.
Alternatively, you can right-click the member, point to Drill, and click Down.
To expand-drill up a level in a crosstab

• Click the minus sign next to the member name.
The child members no longer appear in the view, and the minus sign
changes to a plus sign.
Alternatively, you can right-click the member, point to Drill, and click Up.
To expand-drill down a level in a chart

1. Right-click a member in the chart.
Depending on the type of chart, the member could be represented by a
marker such as a pie slice or column chart riser, or by a name in the chart
legend, or by a caption.
For definitions of data series and category members, see Chart component
2. Select Drill Down to display the child members.

You can continue drilling down into lower levels. When you have drilled
down as far as your data allows, the Drill Down option is unavailable.
To expand-drill up a level in a chart

1. Right-click a member in the chart.
2. Select Drill Up to display the parent member.
The child members no longer appear in the view.

To focus-drill down a level in a crosstab

• Double-click the member you want to drill down.
The child members replace their parent.
Alternatively, you can right-click the member, point to Drill, and click
Focused Down.
To focus-drill up a level in a crosstab

• Hold down Shift and double-click the member you want to drill up.
The parent member and its siblings replace the child members.
Alternatively, you can right-click the member, point to Drill, and click
Focused Up.
To focus-drill down a level in a chart

• Double-click a member in the chart.
For definitions of data series and category members, see Chart component
You can continue drilling down into lower levels. When you have drilled
down as far as your data allows, the Drill Down option is unavailable.
Alternatively, you can right-click the chart object, and click Focused Drill
Down.
To focus-drill up a level in a chart

• Hold down the Shift key, and double-click a member in the chart, to
display the parent member:

Drilling through to underlying relational data 10
The child members no longer appear in the view.
Alternatively, you can right-click the chart object, and click Focused Drill
Up.
Drilling through to underlying relational

data
When you analyze OLAP data, you may want to explore data from the
underlying relational transactions that contributed to a particular cell value.
To find out more about these transaction records, you can drill through.
Note:
• Drill-through capability is available only with Microsoft SQL Server 2000
Analysis Services or later data sources.
• With Microsoft SQL Server 2000 Analysis Services, drill-through capability
must be enabled at the cube level by your database administrator. Also,
you must be granted permission to perform a drill-through operation in a
cube role by the database administrator.
To drill through to relational data

• Right-click the cell representing the value you are interested in, and select
Drill Through.
If relational data is available, the underlying data appears in a new browser
window.

Drilling through to underlying relational data
The relational table viewer
The relational table viewer displays the transaction data that results from
performing the drill-through action.
You can page through the relational data using the buttons at the upper-right
corner of the viewer.
Note:
Jumping to the last page can take several minutes if the result set comprises
a very large number of records.
Exporting drill-through data
You can export the relational data to Microsoft Excel or to a

comma-separated-values file (.csv).
To export data from the relational table viewer to Excel
1.
In the relational table viewer, click Export and then select Excel.

Copying a component to compare variations in data 10
2. In the dialog box, specify whether you want to view the file or save the
file to disk, and then click OK.
If you choose to save the file to disk, specify the name and location of
the file that you want to export your data to.
If you choose to view the file, it opens immediately in Excel.
To export data from the relational table viewer to a .csv file
1.
In the relational table viewer, click Export and then select CSV.
If you choose to view the file, it opens immediately in your .csv file viewer,
which is Microsoft Excel by default.
Note:
If you choose to export data to Excel from a published workspace, and
then save the newly created Excel worksheet, the data is saved on a local
hard disk rather than to BusinessObjects Enterprise.
Copying a component to compare

variations in data
You can copy a component to compare variations in data. For example, if
you have a set of data displayed in a crosstab and chart, but you want to
make small adjustments to your view and compare the changes with your
original view, you can copy the components.
You can copy a component to the same page or to a different page. When
you copy components, the queries associated with the original components
are also copied.

Resizing and moving components
To copy a component
1. Select the component that you want to copy.
2.
Click Copy on the application toolbar.
Alternatively, you can press CTRL+C to copy the component.
3.
Click Paste on the application toolbar to paste a copy of your
component onto the current page.
Alternatively, you can press CTRL+V to paste the component.
If you want to paste the copied component onto another page, change
to a different page before you paste the component.
The copied component is added below or to the right of existing
components on the page.

You can drag any chart or crosstab component from its current position to
any other valid position.
These are the valid positions:

Resizing and moving components 10

Note:
You can also maximize a component to fill the analysis window, by clicking
the Maximize button in the component's title bar.
To move or resize a chart or crosstab

• Click the title bar of the component you want to move or resize, and drag
the component to one of the valid positions.
The drop location is highlighted as you move the mouse cursor in the
analysis window. You can drag a component that occupies a single
quadrant of the screen to a new position that occupies half of the screen,
or vice versa. The component automatically resizes to the new position

Undo and Redo 10
when you release the mouse button. Other components are also
automatically resized if necessary.
Undo and Redo

Voyager includes multiple levels of undo. With multiple levels of undo, you
can undo changes to a workspace, in reverse order, until you have your
workspace in the condition you want it.
The redo feature reverses an undo. If you move or resize a component, for
example, and do not like its new position, you can click Undo to move it back
to its original position. If you then change your mind, you can click Redo to
restore the latest change.
•
To undo an action, click Undo on the toolbar.
The first time the button is clicked, it reverses the most recent change
made to the workspace. Each additional time the button is clicked, it
reverses the next most recent change.
•
To redo a change after you have undone it, click Redo on the toolbar.
Voyager disables the Undo and Redo buttons whenever there is nothing
to undo/redo or when you have made a change that cannot be reversed.
Note:
You can only undo or redo actions in order from the most recent backward.
You cannot undo an action without undoing more recent actions.
Related Topics
• Undo button on page 255

Undo and Redo

Formatting Crosstab Data
11
11 Formatting Crosstab Data
Formatting data in the crosstab
Formatting data in the crosstab

You can format your data to suit your analysis or presentation requirements.
Formatting options include the following:
• Decimal places
• Thousands separator
• Appearance of negative values
• Scale
Note on formatting
Formatting alters only the appearance of the data, not the value of the data
itself. For example, displayed data may be rounded off. To see the real values
of the data, set the "Display formatted cell values" property to "No" on the
Properties tab.
Thousands separator
You can display or suppress the thousands separator. For example, a value
of 1000 can be displayed as 1,000.
Negative values
You can configure how negative values are displayed. For example, you can
display a negative value of 1000 as -1000 or (1000).
Decimal places
Although the default number of decimal places is 2, you can set this number
to be anything from 0 (show numbers as integers) to 99. Remember that
changing the number of displayed decimal places does not affect the value
of the data.
Scale
You can scale the displayed values to make them easier to read in the
crosstab. For example, if a column contains several values between
5,000,000 and 20,000,000, you can select the Millions scale to display those
values as 5M to 20M.

Formatting data in the crosstab 11
To set the format of displayed data

1.
Click the Formatting button on the application toolbar to open the
Formatting Measures dialog box.
Note:
Data must be present on the row and column axes before the Formatting
button is enabled.
2. On the Type list, click the number format that you want to use.
The formatting options depend on the type that you selected:
Server Voyager uses the display format defined on the server.
You can set the number of decimal places, include a thou-

Number sands separator, choose how negative values are displayed,
or scale values.
You can show values as percentages and set the number

Percentage
of decimal places.

Resizing columns
You can show values in scientific notation and set the num-
Scientific
ber of decimal places.
3. Set the options and then click OK to apply the formatting to the data.
Resizing columns
Crosstab column widths are defined by the Column Width property on the
Properties tab. If the default width obscures member headings or restricts
the number of cells displayed in the crosstab, you may want to resize the
columns.
To resize a column
1. Point to a column heading separator; the resize symbol appears:
2. Drag the separator to the column width you require.

You can also set the column width on the Properties tab. Changing this
setting applies the new column width to all columns, and overrides any
resizing previously applied to individual columns.
Resizing rows
Cell data may span multiple lines. You can resize rows to show all the data
within a cell.
To resize a row
1. Point to a row heading separator; the resize symbol appears:

Resizing rows 11
2. Drag the separator to the row height you require.

You can also set the row height on the Properties tab. Changing this
setting applies the new row height to all rows, and overrides any resizing
previously applied to individual rows.

Resizing rows

Using Pages in the
Workspace
12
12 Using Pages in the Workspace
Working with pages in the workspace
Working with pages in the workspace

A Voyager workspace contains multiple pages, with the default workspace
containing three pages.
Pages are useful for grouping related analyses together in one workspace.
For example, one Voyager workspace might represent the solution to a
particular problem, with each page representing a step in the solution.
You navigate between pages by using the page tabs and paging control at
the bottom of the analysis window. Pages can be renamed, added, copied,
and removed by right-clicking a page tab.
When you save your workspaces, the active page status and the state of
the tab panel are preserved. For example, if you save a workspace with page
3 active, page 3 will be active the next time the workspace is opened, and
the tab panel will reflect the metadata and queries on page 3.
Note:
Each page has its own set of queries and components, which are not shared
and which cannot be linked across pages. Queries and components on one
page can therefore have the same names as queries and components on
other pages.
Related Topics
• Inserting and deleting pages on page 176
• Modifying page captions on page 177
• Navigating to a page in the workspace on page 178
Inserting and deleting pages

Although a workspace always contains at least one page, you can add as
many pages as you want, and delete any pages that you no longer want.

Using Pages in the Workspace
Modifying page captions 12
To insert a page
1. Right-click a page tab.
2. Select Insert After.
A new page is created and a new page tab is inserted to the right of the
page tab that you clicked. The new page becomes the active page.
To delete a page
1. Right-click the page tab corresponding to the page you want to remove.
2. Select Delete.
If the page to be deleted contains a crosstab or chart component, a
confirmation dialog box appears. Click Yes to confirm the page deletion.
If the deleted page was the active page, the page to the left of the deleted
page becomes the active page.
Modifying page captions

Page captions appear in the page tabs at the bottom of the analysis window.
When you create a new workspace, or add a new page to a workspace,
Voyager adds a default caption; however, you can change these captions.
To change a page caption

1. Right-click the page tab and select Rename.
The caption text is highlighted and ready to be edited.
2. Type a new caption for the page.
Note:
The maximum length of a caption is 60 characters.
3. Click outside the page tab, or press Enter to save the changed caption.

12 Using Pages in the Workspace
Navigating to a page in the workspace
Navigating to a page in the workspace

If you have created multiple pages in your workspace, you can navigate
between the pages by using the page tabs and paging control at the bottom
of the analysis window.

Saving and Sharing
Voyager Workspaces
13
13 Saving and Sharing Voyager Workspaces
Saving Voyager workspaces

BusinessObjects Voyager saves its workspaces to the BusinessObjects
Enterprise repository. From the repository, you can open your workspaces
via the web, from any machine that has an internet connection.
You can choose to save your changes to the existing workspace, or to save
the modified workspace as a new workspace in the repository.
Note:
To save a workspace to the BusinessObjects Enterprise repository, you must
have sufficient rights. See your system administrator if you are not sure
whether you have such rights.
If you leave your workspace idle, Voyager automatically saves the workspace
to your Favorites folder as "Voyager autosave" before your session
terminates. Typically, a session is terminated after approximately 20 minutes
of inactivity, unless your system administrator has set the timeout duration
to a different value.
Note:
Because the "Voyager autosave" workspace is overwritten every time a
workspace is automatically saved, you should manually save workspaces
that you want to keep, with unique filenames.
In addition to saving workspaces, you can also export data from Voyager
workspaces to Microsoft Excel or to a comma-separated-values file.
Related Topics
• Exporting Data to Microsoft Excel or Comma-Separated-Values (.csv)
Files on page 189
To save a newly created workspace

1.
On the application toolbar, click Save.

Saving and Sharing Voyager Workspaces
Saving Voyager workspaces 13
2. Type a new title and select a location to save the workspace to.
In the Location area of the Save Document page, browse to the folder
where you want to save your workspace. The default folder is your
Favorites folder.
You can also enter the following optional information:

• A description of the workspace.
• One or more keywords to serve as search criteria.
3. If desired, select the categories to which you want to save the workspace.
For information on using and managing categories, consult your
BusinessObjects Enterprise documentation.
4. Click OK.

To save your changes as a new workspace

1.
On the application toolbar, click the arrow beside the Save button,
and choose Save As.
2. Type a new title and select a location to save the workspace to.
In the Location area of the Save Document page, browse to the folder
where you want to save your workspace. The default folder is your
Favorites folder.

4. Click OK.
To save changes to your existing workspace

•
On the application toolbar, click Save.
Related Topics
• Sending a Voyager workspace to another user on page 184
Automatically saved workspaces
When your workspace has been idle for several minutes, Voyager
automatically saves a copy of the workspace to your Favorites folder before
your session terminates.
If you then return to your session before the session is terminated, the
auto-save cycle is reset, and your workspace is auto-saved again the next
time your workspace becomes idle for several minutes.

Saving Voyager workspaces 13
Saving Voyager workspaces for sharing with others
If you want to share your Voyager workspaces over the web with other
analysts and end users, you can save your workspaces to a public folder in
the BusinessObjects Enterprise repository.
Note:
To save a workspace to a public folder in the BusinessObjects Enterprise
repository, you must have sufficient rights. See your system administrator if
you are not sure whether you have such rights.
To save your workspace in a public folder
1.
On the application toolbar, click the arrow beside the Save button,
and choose Save As.
2. Type a title for your workspace.
3. In the Location area of the Save Document page, expand the Public
Folders folder and browse to the folder where you want to save your
workspace.
5. Click OK.
Related Topics
• Saving Voyager workspaces on page 180
• Sending a Voyager workspace to another user on page 184

Sending a Voyager workspace to another user
Sending a Voyager workspace to another

user
If you have sufficient rights, you can send a saved workspace to another
BusinessObjects Enterprise user or to an email recipient.
Send functionality exists as a regular part of InfoView. You can send Voyager
workspaces to these destinations:
• InfoView Inbox.
• Email address.
Note:
To send a Voyager workspace to another user or an email recipient, you
must first save it to the repository.
For more information on sending workspaces from InfoView, see the
BusinessObjects Enterprise InfoView User's Guide.
Related Topics
• Saving Voyager workspaces on page 180
Sending a Voyager workspace to another

BusinessObjects Enterprise user
You can send a workspace to another BusinessObjects Enterprise user's

Inbox. You can send either a copy of the workspace file itself, or a shortcut
to the workspace in the BusinessObjects Enterprise repository.
To send a workspace to a BusinessObjects Enterprise user
1. In the Document List in InfoView, navigate to the folder that contains the
workspace that you want to send.
2. Select the workspace.
3. Click Send To.
4. Select Business Objects Inbox.
5. If you want to specify the Inboxes to send the workspace to, clear the
Use the Job Server's defaults option.

Sending a Voyager workspace to another user 13
Or, if you want to send the workspace to the Inboxes that are configured
on the BusinessObjects Enterprise Job Server, select the "Use the Job
Server's defaults" option. Then skip to step 9.
6. Add recipients to the Selected Recipients list.
7. Select a target name for the workspace.
8. Select the Shortcut option to send the workspace as a hyperlink, or select
the Copy option to send the workspace as a file.
9. Click Submit to send the workspace.
For more information on sending objects from InfoView, see the
Sending a Voyager workspace to an email recipient
You can send your workspace to an email recipient by including a hyperlink

to the workspace in the email.
To send a workspace to an email recipient
1. In the Document List in InfoView, navigate to the folder that contains the
workspace that you want to send.
2. Select the workspace.
3. Click Send To.
4. Select Email.
Note:
If you receive this error message: "The destination plugin required for
this action is disabled. If you require this functionality, please contact
your system administrator", inform your system administrator that the
BusinessObjects Enterprise Destination Job Server has not been
configured.
5. If you want to specify the email address to send the workspace to, clear
the "Use the Job Server's defaults" option.
Or, if you want to send the workspace to the email address that is
configured on the BusinessObjects Enterprise Job Server, select the "Use
the Job Server's defaults" option. Then skip to step 7.
6. Enter the appropriate parameters.

Opening an existing Voyager workspace
7. Click Submit to send the email.

For more information on sending objects from InfoView, see the
Opening an existing Voyager workspace

If you have already saved workspaces to the BusinessObjects Enterprise
repository, you can open any of these workspaces for further editing. Or, if
other analysts have saved workspaces to public folders in the repository,
you can open these workspaces as well.
To open an existing Voyager workspace

1. Start InfoView and log on.
For information about logging on to InfoView, see the BusinessObjects
Enterprise InfoView User's Guide.
2. In the Document List in InfoView, locate the workspace that you want to
open.
You can browse through the repository folders or within categories.
You can also search for workspaces by keyword, title, description, and
other parameters. For more information on searching for objects in the
repository, see the BusinessObjects Enterprise InfoView User's Guide.
3. Double-click the workspace name to open it.

Using openDocument to share workspaces 13
If none of the connections used on the current page of the workspace
require you to enter your authentication credentials, the workspace opens
at the current page.
If any of the connections used on the current page require your

authentication credentials, you are prompted for your logon credentials.
Type your credentials and click OK to log on to each data connection.
Or, if you have more than one connection and you want to log on with
the same credentials for all connections on the current page, select "Apply
these credentials to all connections on the same page" before you click
OK.
If your authentication for all connections on the page succeeds, the

connections are set to "active" status, all queries on the page are
executed, and the workspace opens at the current page.
If authentication fails, see Re-establishing a disabled connection on

page 312, or see your system administrator. Your credentials may not be
set up properly in the Central Management Console, or the OLAP server
may be offline.
Note:
When you navigate to other pages in the workspace, you may be prompted
for your credentials again if components on those pages are linked to
other connections that require authentication.
Using openDocument to share

workspaces
In some types of Business Objects documents, for example Crystal Reports
and Web Intelligence documents, you can create hyperlinks to Voyager
workspaces.
Use the openDocument function to create these hyperlinks. For more

information about using openDocument, see the "Viewing Reports and
Documents using URLs" section of the COM Developer Guide and API
Reference or .NET Developer Guide and API Reference, included with
BusinessObjects Enterprise.

Using openDocument to share workspaces
Example URL syntax for openDocument

http://<server>:8080/OpenDocument/opendoc/openDocu
ment.jsp?sType=amw&sIDType=InfoObject&sPath=<path>&sDocName=<doc
ument name>
Note:
• Replace <server> with the name of the machine that houses the
BusinessObjects Enterprise repository where the Voyager workspace is
stored.
• Replace <path> with the path to the workspace in the repository. For
example, if your workspace is stored in your My Favorites folder, you
would replace <path> with My+Favorites.
• Replace <document name> with the name of the workspace in the
repository.

Exporting Data to Microsoft
Excel or
Comma-Separated-Values
(.csv) Files
14
14 Exporting Data to Microsoft Excel or Comma-Separated-Values (.csv) Files
Exporting data from Voyager to Excel
Exporting data from Voyager to Excel

You can export data from Voyager queries to Microsoft Excel, to allow Excel
users to share your data. The data can either be viewed immediately in Excel,
or saved to an .xls file that can be opened with Excel or third-party
applications. To view your data immediately in Excel, you must have Excel
already installed on your machine.
Data is exported in the orientation displayed in the crosstab. If the query has
only a chart component associated with it, data from that query is exported
but the chart visualization is not. Rows in the exported file correspond to
rows in the crosstab, or data series in the chart. Columns in the exported file
correspond to columns in the crosstab, or categories in the chart.
Sorts, filters, and ranks are preserved in the exported data. Calculated data
is exported, but the calculation formulas are not preserved.
To export data from Voyager to Excel

1. Go to the page that contains the component whose data you want to
export, and select the component.
2.
On the application toolbar, click Export.
If you choose to view the file, it opens immediately in Excel.
Note:
The Export button is disabled until the current page contains a valid query.
Exporting data from Voyager to

comma-separated-values (.csv) files
You can export data from Voyager queries to comma-separated-value format,
to allow users of other applications to share your data. The comma-separated

Exporting Data to Microsoft Excel or Comma-Separated-Values (.csv) Files
Exporting data from Voyager to comma-separated-values (.csv) files 14
values can either be viewed immediately in an application such as Excel, or
saved to a .csv file.
Data is exported in the orientation displayed in the crosstab. If the query has
only a chart component associated with it, data from that query is exported
but the chart visualization is not. Rows in the exported file correspond to
rows in the crosstab, or data series in the chart. Columns in the exported file
correspond to columns in the crosstab, or categories in the chart.
Sorts, filters, and ranks are preserved in the exported data. Calculated data
is exported, but the calculation formulas are not preserved.
To export data from Voyager to a .csv file

1. Go to the page that contains the component whose data you want to
export, and select the component.
2.
On the application toolbar, click the arrow beside the Export button,
and select CSV.
If you choose to view the file, it opens immediately in your .csv file viewer,
which is Microsoft Excel by default.
Note:
The Export button is disabled until the current page contains a valid query.

14 Exporting Data to Microsoft Excel or Comma-Separated-Values (.csv) Files
Exporting data from Voyager to comma-separated-values (.csv) files

Linking to reports
15
15 Linking to reports
To create a link to a report
When you analyze OLAP data in Voyager, you may find interesting
information that you would like to explore in a related Web Intelligence or
Crystal report. Typically, a power user or report designer creates these Web
Intelligence or Crystal reports, and makes them available to Voyager users.
To access a report, you create a link to it within your Voyager workspace.
When you open a linked report, Voyager passes contextual information, such
as row and column member names, as parameters to the report. These
parameters enable the report to display more information related to those
members.
For example, while analyzing your data in Voyager, you discover that 4601
of your loyalty customers have purchased generic coffee beans from the
Seattle store in 2008. You decide to run a promotion to encourage those
customers to try premium coffee beans instead. A report designer has
provided you with a Crystal report that retrieves the names and addresses
of your loyalty customers from a database. You create a link from your
Voyager query to the Crystal report, and select the parameters “generic
coffee beans”, “Seattle”, and “2008” to send to the linked Crystal report. The
report queries the relational database and returns the names and addresses
of the loyalty customers who bought generic coffee beans from the Seattle
store in 2008.
The report that you link to can contain transactional data related to the OLAP
cube's data. When this is the case, linking is similar to drill through. However,
the linked report can contain any type of data; it is only necessary that the
report accepts at least one parameter from the workspace.
Once defined, the links are stored in the workspace until manually deleted.
You can therefore share the workspace with other users, enabling them to
explore the information in the linked report as well.
Related Topics
• Drilling through to underlying relational data on page 161
To create a link to a report

1. Right-click the row heading, column heading, or cell that represents the
parameter or parameters that you want to pass to the report, and select
Link > Set.
If you right-click a row or column heading, Voyager makes that parameter
available to pass to the report. If you right-click a crosstab cell, Voyager

Linking to reports
To view a linked report 15
makes the cell value, and the row and column headings available to pass
to the report.
2. Type the name of a report, or click Change to select a report from the
BusinessObjects Enterprise repository.
3. Select the parameter or parameters that you would like to pass to the
report, and click OK.
The link is created, and the report is opened in your browser. The link is
saved with the workspace, so that other users of the workspace can follow
the link later.
To view a linked report

1. Right-click a row heading, column heading, or cell, and select Link.
2. Select the linked report name from the list of options.
The linked report is opened in your browser, and the parameters
corresponding to the member heading or cell that you right-clicked are
passed from Voyager to the report.
To delete a link to a report

1. Right-click a cell, row heading, or column heading in your crosstab.
2. Select Link > Clear.
Because links are associated with queries, not with members or crosstab
cells, you can right-click any cell or member in the crosstab to access a
link. If any link is associated with the current query, it appears in the list
when you right-click.
Reports available for linking

Your administrator may have defined associations between Voyager
connections and universes. If the connection you're using has been
associated with a universe, the "Display only reports based on the associated
Universe" check box in the "Repository Explorer" is selected. When you
create a new link to a report, the list of reports initially shown in the
"Repository Explorer" includes only the reports that use the universe
associated with your Voyager connection.

15 Linking to reports
Reports available for linking
If you want to access reports based on a different universe, clear the "Display
only reports based on the associated Universe" check box.

Printing
16
16 Printing
Printing Voyager workspaces
Printing Voyager workspaces

Although Voyager is primarily an analysis tool, you may want to print your
workspace pages for sharing your analyses with colleagues. Using the printing
capability in Voyager, you can do the following:
• Print raw data on page 199
• Print a crosstab as it appears on the screen on page 200
• Print a chart as it appears on the screen on page 201
Voyager creates a PDF representing the data or components that you want
to print, and opens it in a new browser window using your default PDF viewer.
You can then print hard copies of the data from the PDF viewer.
Note:
A component must have dimensions on both of its view axes before it appears
in the list of components in the Print dialog box.

Printing
Print raw data 16
Name and Comments from the Properties tab
When you choose Component printing to print charts and crosstabs, the
names of the components are printed in the page headers. If you have added
comments to any components, the comments are printed in the page footers.
For more information about names and comments, see Properties tab on
page 249.
Formatted values or actual values

From the Properties tab in the tab panel, you can control whether formatted
values or actual values are displayed in the crosstab. When you print a
crosstab, the formatting of the cell values in the print output matches the
on-screen display.
Related Topics
• Print options on page 202
Print raw data

You can choose to print raw data instead of the crosstab or chart
representations of your data. If you have a crosstab associated with your
query, the crosstab formatting is not applied. Data is formatted to fit the page
size and page orientation print options that you select. For more information
about print options, see Print options on page 202.
Note:
When printing raw data, if a cell contains a number and that number does
not fit completely inside the cell, the rightmost digits of the number are
replaced with the number sign (“#”) to indicate that the number has been
truncated for printing.
To print raw data to a PDF

1.
Click Print on the application toolbar.
2. Select Data.
3. Select the component that you want to print data from in the list in the
Print Range area.
4. Choose your print options.

16 Printing
Print a crosstab as it appears on the screen
For descriptions of the available print options, see Print options on

page 202.
5. Click OK.
Your data is converted to a PDF and opened in a new browser window
using your default PDF viewer. You can then print hard copies of the data
from the PDF viewer.
Related Topics
Print a crosstab as it appears on the screen

When you print a crosstab component, it is printed as it appears on screen,
with minor exceptions. The crosstab is sized to fill the available space on
the page, while preserving its aspect ratio.
The crosstab's name, as defined on the Properties tab, is printed above the
crosstab. If comments are defined on the Properties tab, they are printed
below the crosstab.
Crosstab formatting included in print output

The following crosstab formatting is preserved in the print output:
• Exception highlighting colors.
• Cell formatting; both the number formatting and the style (such as negative
numbers shown in red).
• Dimension and level coloring.
• Any column or row resizing.
• Member indenting.
• Member aliases.
Member drill indicators (plus and minus signs) are not shown in the print
output.
Member headings that don't fit within the column widths may be truncated
differently from how they are truncated on screen.

Printing
Print a chart as it appears on the screen 16
Column and row sizes in print output
You may have resized some of the columns or rows in the crosstab. When
you print the crosstab, all rows and columns are scaled by the same amount,
so any resizing that you have applied is preserved, relative to the sizes of
other rows and columns.
To print a crosstab to a PDF

1.
2. Select Component.
3. Select the component that you want to print from the list in the Print Range
area.
page 202.
5. Click OK.
Related Topics
Print a chart as it appears on the screen

When you print a chart component, it is printed as it appears on screen, with
minor exceptions. The chart is sized to fill the available space on the page,
while preserving its aspect ratio.
The chart's name, as defined on the Properties tab, is printed above the
chart. If comments are defined on the Properties tab, they are printed below
the chart.

16 Printing
Print options
To print a chart to a PDF

1.
2. Select Component.
3. Select the component that you want to print from the list in the Print Range
area.
page 202.
5. Click OK.
Related Topics
Print options
These print options are available:
Option Description
Select one of the available fonts. The fonts available in the

Print dialog box and in the chart Properties tab are default
Font Name fonts. Your system administrator can enable additional
fonts.
For more information on fonts, see Font on page 290.

Printing
Print options 16
Option Description
All elements of the print output will use this font size except
Font Size for the page number.
This option is available only when printing raw data.
Paper Size Choose from these paper sizes: Letter, Legal, A4, and A3.
This option defines the number of data columns printed on

each page, not including row headings.
For example, a crosstab has two dimensions nested on

the row axis, and one dimension on the column axis with
fifty members in the active member set. If you select 10
Columns per columns per page, the total number of columns on the page
page is twelve: two row dimension headings plus ten data
columns. With fifty members on the column axis, the print
output would occupy five pages.
To fit the selected number of columns per page, the text

in each column is wrapped when necessary.
Page Orienta-
Select Landscape or Portrait orientation.
tion
Select this option if you want row and column headings to

Repeat Head- be repeated on each printed page.
ings
Select this option if you want members at different levels

Indent Mem- in the dimension to be indented in the print output.
bers

16 Printing
Print options
Option Description
When you print a crosstab, you can choose the print order of
pages:
• Down then over (default).
• Over then down.
Print Direction
For example, you might choose "Over then down" so
that all columns in the crosstab appear on consecutive
pages.
Related Topics

Using Voyager with
Microsoft SQL Server 2005
and 2008 Analysis Services
17
17 Using Voyager with Microsoft SQL Server 2005 and 2008 Analysis Services
Overview of Microsoft SQL Server 2005 and 2008 Analysis Services
Overview of Microsoft SQL Server 2005

and 2008 Analysis Services
BusinessObjects Voyager can connect to Microsoft SQL Server 2005 and
2008 Analysis Services data sources and can take advantage of features in
Analysis Services 2005 and 2008 such as perspectives and display folders.
This section describes these features and shows you how to use them in
your Voyager workspaces. Some definitions are included to help you
understand Analysis Services 2005 and 2008 terminology.
Dimensions
Dimensions in Analysis Services 2005 and 2008 are collections of hierarchies.
Hierarchies
Attributes are the building blocks of dimensions, and are used in Analysis
Services 2005 and 2008 to organize measures contained in a cube.
In Analysis Services 2005 and 2008, a dimension is a collection of attributes

that describe the data that is provided by the tables in a data source view.
A business user cannot see the attributes in a dimension from a client

application such as Voyager. The attributes must first be organized into
hierarchies before their members can be navigated in a cube.
Two types of hierarchies can be created from attributes: attribute hierarchies

and user hierarchies.
• An attribute hierarchy is created for every attribute in a dimension, and
has the same name as the attribute. The attribute hierarchy enables users
to browse the members of an attribute.
An attribute hierarchy has only one level. Attribute hierarchies ensure

that a cube's cells can be referenced without relying on user hierarchies,
so that security and calculations are independent of a cube's navigation
paths. To the business user, an attribute hierarchy appears no different
from hierarchies that you create, and allows business users to browse
members of an attribute.
Attribute hierarchies replace the concept of virtual dimensions found in

earlier versions of Analysis Services.

Using Voyager with Microsoft SQL Server 2005 and 2008 Analysis Services
Overview of Microsoft SQL Server 2005 and 2008 Analysis Services 17
• A user hierarchy is any hierarchy other than an attribute hierarchy. A user
hierarchy is composed of attributes that are organized into levels that
provide navigation paths in a cube. The member structures of user
hierarchies can take one of four basic forms, depending on how members
are related to each other:
• Balanced hierarchies
• Unbalanced hierarchies
• Ragged hierarchies
• Parent-child hierarchies
Because user hierarchies, unlike attribute hierarchies, can contain many
levels, they are often referred to as multilevel hierarchies.
Fact tables
A fact table is a database table that contains measures or metrics of a
business process. For example, a fact table for a grocery store might include
measures such as Sales, Inventory, and Profit.
Dimension tables
A dimension table is a database table that contains attributes that describe
the business entities of an enterprise. The attributes are used by data analysts
to constrain and group database queries. For example, a Store table might
include store locations and sizes.
Measure groups
A measure group contains one or more measures from the same fact table.
All Analysis Services 2005 and 2008 cubes and perspectives contain at least
one measure group.
In Voyager, measure groups are shown on the Data tab only; they do not
appear in the Member Selector. Also, you cannot select a measure group;
only the members within a group.
Display folders
Display folders are optional folders that can be configured on the Analysis
Services server to organize hierarchies into folder structures. The folder
structures make it easier for users to navigate the hierarchies grouped under
a single dimension from a client application.

17 Using Voyager with Microsoft SQL Server 2005 and 2008 Analysis Services
Using Analysis Services 2005 and 2008 hierarchies in Voyager
In Voyager, display folders are shown on the Data tab only; they do not
appear in the Member Selector. Also, you cannot select a display folder; only
the hierarchies within the display folders.
Perspectives
Cubes can be very large and thus difficult to navigate in SQL Server Analysis
Services. A single cube can represent the contents of an entire data
warehouse, with each measure group in a cube representing a single fact
table, and each dimension representing a dimension table in the data
warehouse. This prospect can be daunting to users, who often need to
interact with only a small portion of a cube to satisfy their business intelligence
and reporting requirements.
In Analysis Services 2005 and 2008, a perspective can reduce the perceived
complexity of a cube by allowing you to define a viewable subset of the cube.
The perspective's definition controls which objects in a cube are visible to a
business intelligence application.
Voyager treats perspectives as regular cubes. For example, perspectives

appear as regular cubes when you create a new connection in the Central
Management Console.
Related Topics
• Using Analysis Services 2005 and 2008 hierarchies in Voyager on page 208
Using Analysis Services 2005 and 2008

hierarchies in Voyager
Voyager treats attribute and user hierarchies in Analysis Services 2005 and
2008 as dimensions.

Using Voyager with SAP
18
18 Using Voyager with SAP
Logging on to SAP
Logging on to SAP
Logging on to SAP is the same as logging on to any other data source, with
the exception that if there are variables requiring user entry, the Set Variables
dialog box opens so that you can select values for the variables.
The Set Variables dialog box contains at least one row, and can contain
several, depending on the complexity of the data structure and the number
of variables set up by the SAP administrator in the SAP query cube. Each
row represents a different variable.
Depending on the type of variable, there may be additional controls. For

example, characteristic selection (complex) variables require an operator for
comparison to a value, so you must indicate the operator and the variable
value.
If default or personalized variables are set up, rows of the Set Variables
dialog box may already contain values. You can accept these values, or you
can select different values.

Using variables 18
Note:
There are terminology differences between SAP data sources and the
Voyager interface. In references to SAP data, the SAP-specific term
"hierarchy" is used in place of the Voyager-centric equivalent term
"dimension". In addition, data from more than one hierarchy, or data from a
dimension is returned to the Voyager interface as a single hierarchy.
Related Topics
• Using variables on page 211
Member Selector with SAP data
Although you can type in the member key of the variable, you can also select
new values using the Member Selector.
The Member Selector has all the same functionality for SAP queries as for
any other Voyager query. For more information about the Member Selector,
see Selecting Members to Display in Crosstabs and Charts on page 85.
Related Topics
• Logging on to SAP on page 210
• Compounded characteristics on page 221
• Mutually exclusive hierarchies on page 222
• Unbalanced and ragged hierarchies on page 222
Using variables
Variables are defined by SAP administrators on the underlying data in an
SAP query cube. When you select a hierarchy or set of members with defined
variables to display in Voyager, you must first select values to act as filters
on the data that is returned and displayed.
To select values, you are prompted with the Set Variables dialog box.

Using variables
There are several actions performed while working in Voyager that make it
necessary to enter values for variables:
• Adding a connection with a query containing variables.
• Opening a saved workspace with a query containing variables.
• Navigating to a page for the first time in an open workspace.
• Manually refreshing data.
There are several variable types, and variables can be mandatory or optional.
Mandatory and optional variables
Variables may be mandatory or optional, depending on how they are

configured in the SAP query cube at the time they are created or modified
by the SAP administrator.
If variables are set up to be mandatory, initial values may be allowed. For

more information about mandatory variables and initial values, see Mandatory
variables on page 213.

Using variables 18
If variables are set up to be optional, default or personalized values are also
set up for those variables.
Mandatory variables
Mandatory variables are variables that you must provide a value for when
the Set Variables dialog box opens. Mandatory variables are denoted with
an asterisk next to their name. If you do not enter a value and attempt to
continue, Voyager alerts you and presents the Set Variables dialog box again
with warning flags next to mandatory variables.
Mandatory initial values

If allowed, an initial value, denoted with a number sign ("#") can be selected
from the Member Selector in the Set Variables dialog box. This explicitly
selects all data records, including those which do not correspond to a member
on the hierarchy.
Mandatory initial values not allowed

Initial values may not be allowed to be selected. In this case, a hash mark
("#") does not appear in the Member Selector in the Set Variables dialog
box. If you type this character and attempt to continue, Voyager alerts you
and presents the Set Variables dialog box again with warning flags next to
the mandatory variables where initial values are not allowed.
Related Topics
• Optional variables on page 213
• Default and personalized values for variables on page 214
Optional variables
Optional variables are variables which you do not have to select values for
when prompted. Queries with optional variables you do not select values for
return data based on either personalized values or default values, depending
on which of those two types of values have been set up for the variable.
Related Topics
• Default and personalized values for variables on page 214

Using variables
• Mandatory variables on page 213
Default and personalized values for variables
Variables may be set up by the SAP administrator to have either default or

personalized values. Default or personalized values will be used whenever
you do not select a value for variables that have default or personalized
values.
Default values
Default values are values that Voyager automatically selects if they were
defined by the SAP administrator for a variable in the Set Variables dialog
box.
Default values are set up by an SAP administrator at the time the variables
are created or modified. Default values are the same for all users.
You cannot set default values for variables through Voyager.
Personalized values
Personalized values are similar to default values, except personalized values
are visible to only you and no other users. Other users may have their own
personalized values; however, you cannot see them. If you have personalized
values that also have default values, your personalized values are used.
Voyager does not allow you to set personalized values; it only displays your
personalized values. See your SAP administrator to learn how to set
personalized values for variables.
Related Topics
• Optional variables on page 213
• Mandatory variables on page 213
Variable types
Voyager supports many, though not all, of the variable types provided by
SAP.

Using variables 18
Characteristic and hierarchy node variables
To complete queries to an SAP query cube, you may be required to provide

a single member or combination of members for characteristic or hierarchy
node variables.
Both characteristic and hierarchy node variables maybe be single-value or

multiple-value, depending on what type of variable it is and how it is set up
by the SAP administrator in the SAP query cube.
For single value variables you can select only a single value from the Set
Variables dialog box. For multiple value variables, you can select one or
more values.
A filtered set of data is then returned and displayed by Voyager based on

the value you select.
The data that is returned and displayed depends on how the SAP
administrator configures the default variable filter:
Filter type Returned data
Include in selec- The set of values returned from the SAP cube comprise
tion (default) the values you select and their direct ancestors.
Exclude from se- The set of values returned from the SAP cube comprise all
lection values except the values you select.
Whether or not selected data is included or excluded depends on default

configuration settings you cannot modify from Voyager. If you are not sure
which filter type the SAP query cube is configured for, consult your SAP
administrator.
Hierarchy node variables

Hierarchy node variables are defined on a custom multi-level hierarchy.
These custom hierarchies are created on the SAP query cube by an SAP
administrator.
When you are prompted by the Set Variables dialog box, you select a single
or multiple members from the custom hierarchy.

Using variables
Characteristic variables
Characteristic variables are defined on the default flat hierarchies of a
dimension. There are different types of characteristic variables.
When you are prompted by the Set Variables dialog box, you select a single
or multiple members to be returned from the default flat hierarchy.
Related Topics
• Hierarchy variables on page 216
• Characteristic interval (range) variables on page 216
• Complex characteristic selection variables on page 217
• More about variables on page 219
Hierarchy variables
A hierarchy variable can be defined by an SAP administrator on a dimension

in a query cube. Dimensions contain a hierarchy or multiple hierarchies
grouped together into a single logical collection.
The hierarchy you select in the Set Variables dialog box restricts the
hierarchies you can use on that dimension to the chosen hierarchy.
Hierarchy variables often come paired with hierarchy node variables, where
both variables apply to the same dimension. The hierarchy node variable
can dynamically apply to whichever hierarchy has been selected for the
hierarchy variable. In these cases, you make a selection for the hierarchy
variable before making a selection for the hierarchy node variable.
Related Topics
• Characteristic and hierarchy node variables on page 215
Characteristic interval (range) variables
Characteristic interval variables consist of two members that you select using
the Set Variables dialog box. The two members create a range which is used
as a filter for the data returned and displayed in Voyager from the SAP query
cube.

Using variables 18
When selecting members, you must ensure that you create a valid range by
specifying a second member that occurs after the first selected member in
the hierarchy.
Related Topics
• Complex characteristic selection variables on page 217
Complex characteristic selection variables
Complex characteristic selection variables allow you to select one or more

conditions from the Set Variables dialog box which are then used to filter the
data returned and displayed in Voyager from the SAP query cube.
The member(s) you indicate are used differently, depending on what type
of operation you select:
Operation Meaning
Display members that are between the two selected members in

[]
the dimension.
Display members that are not between the two selected members
<>
in the dimension.
= Display only the selected member.
> Display members that are after the selected member.
< Display members that are before the selected member.
Display the selected member, and members that are after the se-
=>
lected member.
Display the selected member, and members that are before the
<=
selected member.
Related Topics

Using variables
• Characteristic interval (range) variables on page 216

Key date variables
Key date variables are single-value variable types where you can indicate a
specific date for the data you want to see (provided that data is configured
in the cube to be time-dependent). Time-dependent metadata is filtered
based on the key date variable.
Metadata can be configured in the SAP system to have a range of dates to

determine when it is valid. When you indicate a date in the key date variable,
Voyager returns and displays only data that has a range containing the date
you indicate.
The types of metadata that can be time-dependent are:

• Master data.
• Currency exchange rates.
• Hierarchies (an entire hierarchy can be configured so that it is valid only
for a period of time).
• Hierarchy members.
Key date variables with other variables in one query

Although you may be prompted to pass multiple variables to produce a query,
Voyager supports only one key date variable in a query. Also, the value for
the key date variable must be specified first, because it limits the data
available to other variables.
Related Topics
Formula variables
Formulas are calculations that may have been defined by an administrator

on the key figures (or measures) hierarchy.
If Voyager requires you to enter a formula variable, you must enter a

numerical value only. The value you enter is then used to complete the
formula, and the data returned is the result of the formula.

Using variables 18
Related Topics
Currency variables
A currency variable is a special type of variable used to convert values based

on an exchange rate table. The exchange rates used to perform the
conversion are set at the cube, and are not visible from Voyager.
Related Topics
More about variables
There are methods of presenting and structuring data that are specific to
SAP query cubes.
Variables in hidden hierarchies
The SAP administrator may set up hierarchies in the underlying SAP query
cube so that they are not visible to you in Voyager. In situations where there
is hidden data, but you are prompted in the Set Variables dialog box to
provide variables to filter the data (including the hidden hierarchies), Voyager
may return and display data from those hidden hierarchies.
Variables in structures
The SAP administrator may set up variables in structures. A structure is

defined in an SAP query cube, and can contain a single dimension or multiple
dimensions.
Variables in restricted key figures
The SAP administrator may set up variables in restricted key figures. A

restricted key figure is a key figure (also known as a measure hierarchy) that
is filtered by a slice. The slice can be defined on one or more hierarchies.

Free characteristics
You are prompted by the Set Variables dialog box to enter the value which
is then used by Voyager to filter ("restrict") the key figure.
Multiple structures
Voyager supports variables in multiple structures. For more than one structure
in a cube, there are intersections of selections between the structures. The
intersecting cells can be filtered by a variable.
Related Topics
Free characteristics
Free characteristics are areas of the SAP query cube where characteristic
dimensions can be put. Free characteristic dimensions can contain filters,
variables, and hierarchies. These dimensions are used for navigation.
In Voyager, these characteristics are treated as any other dimensions, and

cannot be distinguished as free characteristics. Free characteristics appear
and behave in Voyager as hierarchies.
Related Topics
• Member Selector with SAP data on page 211
Key figures and formatted values

By default, Voyager retrieves and displays formatted cell values. Key figures
(measures hierarchies) that have been formatted to display a specific unit
on the cube are displayed with the correct unit formatting in Voyager.
Related Topics

Display attributes 18
Formatting with no key figures
The SAP administrator can create an SAP query cube that has no visible
key figures (no visible measures hierarchy). There is no measures formatting
for these query cubes because they contain no measures (or the measures
are not visible).
Related Topics
Display attributes
Members have several string properties which are visible in Voyager:
• Key
• Short description
• Medium description
• Long description
• Key and short description
• Key and medium description
• Key and long description
These string properties can be viewed and changed from the Properties tab
of the Tab panel.
Note:
Key and text properties are concatenated into a single string, and are
therefore displayed in a single column or row caption field. They do not
appear as separate columns or rows.
Compounded characteristics
An SAP administrator can connect several characteristic dimensions together
into one entity, known as a compounded characteristic. Once these
dimensions are combined together, they can only be used in combination.

Mutually exclusive hierarchies
When a variable is created on top of a compounded characteristic, you can

select only the value using the combination of the compounded dimensions.
You cannot select values from only one of the dimensions that make up the
compounded characteristic.
Related Topics
Mutually exclusive hierarchies

In SAP BW data sources, hierarchies that belong to the same dimension are
mutually exclusive. For example, consider an SAP BW cube that contains a
dimension Customer that contains three hierarchies: Country_1, Country_2,
and Country_3. Only one of these hierarchies can be included in a single
crosstab or chart query. You cannot specify Country_1 on the row axis and
Country_3 on the slice axis in the same query.
Related Topics
• Compounded characteristics on page 221
• Unbalanced and ragged hierarchies on page 222
Unbalanced and ragged hierarchies

Voyager supports unbalanced and ragged hierarchies.
Related Topics

SAP display attributes 18
SAP display attributes
In SAP, members have several string properties (such as Key and Short
text) defined in the underlying data source. These properties correspond to
Voyager display attributes:
SAP property Display attribute
Key Name
Short text Caption
Medium text Description
Long text Long description
Display attributes are used as the text for the column or row headings.
To change display attributes for a crosstab or chart

1. Right-click the member name in the crosstab or chart.
2. Select Display attributes.
3. Click the display attribute you want to display in the column or row
heading.
Note:
For some headings you can display attributes which are a concatenation
of the Key and one of the three text properties. They do not appear as
separate columns or rows.

SAP display attributes

Using Voyager with Oracle
Hyperion Essbase Data
Sources
19
19 Using Voyager with Oracle Hyperion Essbase Data Sources
Overview of Oracle Hyperion Essbase features support in Voyager
Overview of Oracle Hyperion Essbase

features support in Voyager
Voyager contains an Essbase driver that can connect to Oracle Hyperion
Essbase data sources and take advantage of extended Essbase features
such as aggregate storage, attribute dimensions, Dynamic Time Series, and
multiple alias tables. This section describes these features and shows how
you can use them in your Voyager workspaces.
Note:
Voyager supports connections to Essbase cubes that have MetaRead
permissions defined on members. Voyager respects the restrictions put in
place by such permissions, by limiting the members that users can see in
the metadata explorer and Member Selector. Any cells containing data that
has been restricted by MetaRead permissions, such as data for all ancestors
of a restricted member, appear as NULL cells (blank by default). This means
that the default view of data is often blank, because the default member
selection consists of the top level parent members. Users can see data by
changing their member selection to members that don't have restricted
descendants.
Here are brief overviews of the extended Essbase features:
Aggregate storage
One strength of Essbase is in financial applications where the stored data
in cubes is dense. The type of storage that is used for dense cubes is called
block storage. To facilitate the use of Essbase in applications where the data
is sparse, aggregate storage is used. Aggregate storage offers significant
performance improvements in applications with sparse data and can
dramatically reduce the amount of disk storage used.
Attribute dimensions
Attribute dimensions contain information that describes characteristics of the
data. Attribute dimensions cannot be used directly as standard dimensions
but must be associated with standard dimensions.
For example, a Product dimension could have an associated attribute

dimension with members such as color, size, and target market segment.

Using Voyager with Oracle Hyperion Essbase Data Sources
Attribute dimensions 19
Dynamic Time Series
A time series such as Q1 (first quarter of the year) is a static time series
because it aggregates data across a fixed set of calendar months. In contrast,
a dynamic time series aggregates data up to the selected date.
Examples of dynamic time series are history-to-date, year-to-date,
period-to-date, and month-to-date.
Multiple alias tables

An alias is an alternate name for a dimension member. An alias table maps
a specific set of alias names to the members in a dimension. Multiple alias
tables enable the same dimension members to be referenced by different
names.
For example, in a product dimension, the default member names might be

the product UPC codes. One alias table might show the product names while
another alias table could show the internal stock codes. Thus, depending on
the application, the product dimension can be referred to in three different
ways.
Related Topics
• Attribute dimensions on page 227
• Dynamic Time Series on page 231
• Alias tables on page 232
With Oracle Hyperion Essbase Analytic Services, you can retrieve and
analyze data not only from the perspective of dimensions, but also in terms
of characteristics, or attributes, of those dimensions. For example, you can
analyze product profitability based on size or packaging. Or you can reach
a more effective conclusion from your analysis by incorporating a market
attribute such as the population size of each market region.
Such an analysis could tell you that decaffeinated drinks that are sold in cans
in small markets are less profitable than you had anticipated.
To get more detailed information, you can filter the analysis by specific
attribute criteria, including minimum or maximum sales, and profits of different
products in similar market segments. To enable this type of analysis, you
create attribute dimensions in the database outline.

Attribute dimensions capture the attributes of something else. They do not

exist as dimensions on their own. An attribute dimension must be associated
with a standard dimension. A standard dimension is any dimension that is
not tagged as an attribute dimension.
On the Data tab, attribute dimensions are differentiated from standard

dimensions by displaying them with different icons:
dimension
attribute dimension
measures dimension
time dimension
Using attribute dimensions to filter data
You can filter the data for a base dimension by selecting a member of an
associated attribute dimension.
For example, if your base dimension is Product, and it has an associated

attribute dimension Caffeinated, you might select an attribute dimension
member named Caffeinated_True. The viewpoint displays data for base
dimension members that are associated with the selected attribute member.
In this example, data is displayed for caffeinated drink products only. Null
values are displayed for decaffeinated drink products.
To filter data by using an attribute dimension
1. Move the base dimension to either the row or column axis.

For example, you could move the Product dimension to an axis.
2. Move the attribute dimension to the slice axis.

Attribute dimensions 19
3. In the attribute dimension on the slice axis, select the member that you
want to filter on.
For example, you could select the Caffeinated_True member.
Note:
If you select the parent member of the attribute dimension, which in this
case is Caffeinated, the crosstab displays data for base dimension
members associated with any of the attribute dimension's child members.
4. Close the Member Selector.

The crosstab displays data for base dimension members associated with
only the selected attribute member. In this example, data is displayed for
caffeinated drink products only. Null values are displayed for
non-caffeinated drink products.

Attribute Calculations dimension
Often, the value of a parent member is equal to the sum of the values of its
child members. For example, consider this simple cube view:
books 18
fiction 7
reference 5
history 6
Books is the parent member; fiction, reference, and history are child members.
The value of books is equal to the sum of the values of the child members.
When you use attribute dimensions to filter data for a base dimension, you
can also use the Attribute Calculations dimension to change the values of
parent members to calculated values other than sums.
The Attribute Calculations dimension contains these members:

• Count: count of members that match an attribute
• Sum: sum of values of child members
• Avg: average of values of child members
• Min: minimum value of child members
• Max: maximum value of child members
When you select one of these members in the Attribute Calculations
dimension, all parent members in the base dimension return calculated values
based on the member that you selected. For example, if you selected the
Avg member in the Attribute Calculations dimension, the simple cube view
would look like this:
books 6
fiction 7
reference 5

Dynamic Time Series 19
history 6
The value for the parent member books is now the average of the values of
the child members.
Count member
The Count member is a special case. Use the Count member when you want
a count of members in the base dimension that match the attribute that you
have selected.
For example, if you have selected an attribute member paperback, and if

fiction and history books are paperback but reference books are not
paperback, then the simple cube view would look like this:
books 2
fiction 1
reference null
history 1
The calculation returns a count of book types that are printed in paperback.
Note:
If the parent member Attribute Calculations is selected instead of one of the
child members (Sum, Count, Avg, Min, Max), the calculated values default
to Sums.
Dynamic Time Series

Dynamic Time Series members in Essbase are used to dynamically calculate
period-to-date values. A time series such as Q1 (first quarter of the year) is
a static time series because it aggregates data across a fixed set of calendar
months. In contrast, a dynamic time series aggregates data up to the selected
date.

Alias tables
Examples of dynamic time series are history-to-date, year-to-date,

period-to-date, and month-to-date.
Creating a calculation that returns a period-to-date

value
You can add a calculation that returns a period-to-date value and displays
on the time dimension.
To create a calculation that returns a period-to-date value
1.
Select any member within the time dimension where you want to
add the calculation and click Calculation on the application toolbar.
2. In the Calculation Editor dialog box, choose the Dynamic Time Series
operation, and type a caption for the calculation.
3. In the Definition area, select one of the available Dynamic Time Series
functions.
4.
Click the Member Selector icon to select a leaf member.
A leaf member is a member that has no child members. Leaf members
are at the ends of branches in a tree structure.
For example, if you choose the Year-to-Date function, and if you want to
calculate aggregate values for the year up to August, you would choose
the leaf member August.
5. Click OK in the Member Selector and OK in the Calculation Editor.

The Dynamic Time Series calculation is added to the crosstab.
Alias tables
An alias is an alternate name for a dimension member. Dimension member
names that are stored in a database outline are often not recognizable to a
business user. For example, an SKU (Stock Keeping Unit: a number that is
associated with a product for inventory purposes) may not help a business
user to determine what information is contained in the member. Aliases

Alias tables 19
provide alternate ways to display the same member information so that it
can be understood by different audiences.
Aliases are created by a system administrator and are stored in one or more
tables as part of a database outline. An alias table maps a set of alias names
to member names.
When a database outline is created, Analytic Services creates an empty

alias table named Default. If no other alias tables are created, aliases are
stored in the Default alias table. In a new workspace, the member captions
are retrieved from the Default alias table.
Related Topics
• Data tab connections buttons on page 240
Setting the active alias table
The active alias table is the table that is currently being used to display
member aliases. When you change the active alias table, all member captions
for the connection are based on the selected alias table.
The active alias table is applied to all queries linked to a connection. If there
are charts and crosstabs on several pages of the workspace, all linked to
the same connection, those components will all display the aliases from the
active alias table.
The aliases from the active alias table are displayed in these components:
• Member Selector
• crosstab axis
• chart axis and legend
The active alias table is saved with the workspace so that when the
workspace is re-opened, the active alias table is the same one that was
active in the previous session.
Note:
If aliases have been defined for dimension members, those aliases are
displayed. Members that do not have aliases defined in the active alias table
will be displayed using member names.
For example, if you select the Long Names alias table but the Product
dimension members do not have any aliases in this table, then instead of

Alias tables
displaying an alias like "Diet Cola", Voyager displays the member name
"100-20".
To set the active alias table
1. In the connections area on the Data tab, select the Essbase connection
whose alias table you want to change.
2.
Click Select Alias Table.
A list of all available alias tables for the selected cube is displayed.
3. Select an alias table from the list and click OK.
Searching for members by their aliases
You can search for members by their aliases in the Member Selector. First,
set the active alias table from the Data tab. For details, see Setting the active
alias table on page 233. Then, search for members as usual in the Member
Selector. See Selecting members by searching on page 89.
Note:
• The search is case-insensitive.
• You can search only for aliases in the active alias table.

User Interface Reference
20
20 User Interface Reference
Workspace reference
Workspace reference
A workspace is a Voyager data-analysis object. You create a workspace in
Voyager, analyze your data in it, and save it as a single file in the
BusinessObjects Enterprise repository. You can then re-open the workspace
to continue your analysis, or share the workspace with other users.
1. Application toolbar
2. Tab panel
3. Metadata explorer
4. Analysis window
A workspace contains the analysis window where you analyze data, the tab
panel where you manage metadata and the visual components of your
analysis, and the application toolbar.
The default workspace contains three pages, each with an empty crosstab
and undefined query. You can add crosstab and chart components to the
analysis window, or add additional pages to the workspace, as your analysis
increases in scope.

Analysis window reference 20
Related Topics
• Analysis window reference on page 237
• Tab panel reference on page 238
• Toolbar reference on page 252
• Crosstab component reference on page 265
Analysis window reference

The main work area in Voyager is called the analysis window. You use the
analysis window to select, add, delete, and move crosstab and chart
components. You can add up to four components to the analysis window, in
any combination of crosstabs and charts.
Crosstab and chart components can occupy any of the four quadrants in the
analysis window, or two adjacent quadrants, or all four quadrants if you have
a single component on the page.
The areas in the analysis window where you can drag components to from
the toolbar are called drop zones. The locations of the component drop zones
change as you add or reposition components in the analysis window.
For example, when there are three components in the analysis window, the
locations of the drop zones depend on how the existing components are
positioned. If there are two components at the top of the analysis window
and one at the bottom, there are only two drop zones: at the lower-left and
lower-right sides of the analysis window. If there are two components at the
left of the analysis window and one at the right, the drop zones are at the
upper-right and lower-right sides of the analysis window.
Related Topics
• Workspace reference on page 236

Tab panel reference
Tab panel reference

The tab panel, the pane at the left side of the Voyager workspace, contains
the Data, Structure, and Properties tabs. These tabs are used to define
queries, view dimensions and members, add and change data connections,
and view component properties.
Related Topics
Data tab
On the Data tab, you add predefined connections to data sources (cubes),
and view the dimensions and members defined in those data sources.

Tab panel reference 20
Related Topics
• Structure tab on page 247
• Properties tab on page 249

Tab panel reference
Data tab connections area
At the top of the Data tab is a list of active connections that have been added
to the workspace. When you create a new workspace, you are prompted to
add the first connection, but you can later add as many connections as you
want.
Click Add Connection to see a list of connections that your system

administrator has defined. Any connections that you have already added to
your workspace do not appear in this list.
For more information about connections, see OLAP data connections on

page 308. For information about defining OLAP connections, see "Creating
OLAP data source connections" in the Administrator's Guide.
Once you have added at least one connection, you can select the connection
to view the metadata for that cube in the metadata explorer, and define your
query in the analysis window.
If any of your connections are disabled, Voyager does not execute the queries
that are based on the disabled connections. The disabled connections still
appear in the active connections list, but are unavailable. See Re-establishing
a disabled connection on page 312 for more information.
Related Topics
• Data tab metadata explorer on page 242
• Data tab metadata explorer buttons on page 244
• Data tab on page 238
Data tab connections buttons
Above the connections area on the Data tab are buttons that you can use
to add, remove, and refresh data connections.

For more information about adding and removing data connections, see
Adding an OLAP cube connection to a workspace on page 309 and Removing
an OLAP cube connection from a workspace on page 311.
Add Connection button

Click this button to add a connection to the list of active connections on the
Data tab.
Remove Connection button

Click this button to remove a connection from the list of active connections
on the Data tab. The button is enabled when a connection is selected on the
list.
Edit SAP Variable Values button

Click this button to refresh your page variables against the SAP BW data
source that your page is connected to.
Note:
• This button is visible only when an SAP BW connection that contains
variables is added to the workspace.
• This button is enabled only when an SAP BW connection that contains
variables is selected in the Data tab connections area.
Select Alias Table button

Click this button to select an alias table to use with your Essbase members.
Note:
• This button appears only when an Essbase connection is added to the
workspace.
• This button is enabled only when an Essbase connection is selected in
the Data tab connections area.
• For more information on Essbase alias tables, see Alias tables on
page 232.

Tab panel reference
Help button
Click this button to open a help topic about the Data tab connections area.
Related Topics
• Data tab connections area on page 240
Data tab metadata explorer
The metadata explorer displays cube dimensions and members in a tree

structure, indented to show parent-child relationships.
dimension or SAP hierarchy
attribute dimension
(Essbase only)
measures or key figures dimension
time dimension
favorite group
parent member
leaf member

Note:
• Microsoft uses the term "dimension" to refer to a collection of related
hierarchies of members. In this guide however, the term "dimension"
refers to a collection of related members. Microsoft hierarchies are treated
and referred to as dimensions.
• SAP uses the term "characteristic" to refer to a collection of related
hierarchies of members. In this guide however, the term "dimension"
refers to a collection of related members. SAP hierarchies are treated
and referred to as dimensions.
• Oracle Hyperion Essbase data sources support attribute dimensions. For
information on attribute dimensions, see Attribute dimensions on page 227.
You define queries using the metadata explorer. You select dimensions and
members for your query and add them to a crosstab or chart in the analysis
window.
You can select individual dimensions and members, or ranges of members:

• Click individual dimensions or members to select and deselect them.
• Hold down the Shift key as you click members, to select or deselect
ranges of members.
For information about how to define a query, see Defining queries on page 42.
For more information about using crosstabs and charts, see Crosstab
component reference on page 265 and Chart component reference on
page 279.
Aliases (for Essbase data only)

If your data source is Essbase, the displayed member names may be
"aliases", which are captions that can make member names easier to
understand. Depending on how the data cube was originally set up, there
may be more than one set of aliases available to describe the data. For more
information on alias tables, see Alias tables on page 232.
Note:
• All dimensional metadata for the entire cube is shown in the metadata
explorer.
• For specific information about Microsoft SQL Server 2005 and 2008
Analysis Services data sources and how to work with them on the Data
tab, see Using Voyager with Microsoft SQL Server 2005 and 2008 Analysis
Services on page 205.

Tab panel reference
• For specific information about SAP BW data sources and how to work
with them on the Data tab, see Using Voyager with SAP on page 209, and
the documentation for the BusinessObjects Integration Kit for SAP.
• For specific information about Oracle Hyperion Essbase data sources
and how to work with them on the Data tab, see Using Voyager with
Oracle Hyperion Essbase Data Sources on page 225.
Related Topics
Data tab metadata explorer buttons
Above the metadata explorer area on the Data tab, there are buttons that
you can use to populate your crosstab or chart, instead of dragging
dimensions and members into the analysis window.
To populate your crosstab or chart component, first select the component,

then select a dimension or members in the metadata explorer area, and then
click one of the buttons to add the dimension or members to the component.
The slice axis is a special case. See Understanding the crosstab on page
267 and Custom aggregates and multiple members on a slice dimension on
page 246 for more information about using the slice axis.
Add to Rows button

The button is enabled when a visual component is selected on the page,
and at least one dimension or member is selected in the metadata explorer.
• If the crosstab rows are empty, click this button to add the selected
dimension or members to the crosstab row axis.
• If the crosstab's rows contain members from the same dimension as the
selected members, click this button to replace the existing members with
the selected members.

• If the crosstab rows contain members not from the same dimension as
the selected members, click this button to nest the existing members
inside the selected members in the row axis.
Note:
If members from the source dimension are already specified on a crosstab
axis other than the row axis, the existing members from the source
dimension are removed from the crosstab.
Add to Columns button

and at least one dimension or member is selected in the metadata explorer.
• If the crosstab columns are empty, click this button to add the selected
dimension or members to the crosstab's column axis.
• If the crosstab columns contain members from the same dimension as
the selected members, click this button to replace the existing members
with the selected members.
• If the crosstab columns contain members not from the same dimension
as the selected members, click this button to nest the existing members
inside the selected members on the column axis.
Note:
If members from the source dimension are already specified on a crosstab
axis other than the column axis, the existing members from the source
dimension are removed from the crosstab.
Add to Slice button

Requirements for adding members to the slice area are different from
requirements for adding members to the row and column axes. With Oracle
Hyperion Essbase data sources, you can add only a single member to the
slice area. With Microsoft Analysis Services 2000/2005 and SAP BW data
sources, you can add multiple members to the slice area.
For information about custom aggregates and using multiple members on a

slice, see Custom aggregates and multiple members on a slice dimension
on page 246.

and at least one member is selected in the metadata explorer.

Tab panel reference
• If the crosstab slice area is empty, click this button to add the selected
dimension or members to the crosstab's slice area.
• If the crosstab's slice area contains members from the same dimension
as the selected members, click this button to replace the existing members
with the selected members.
• If the crosstab's slice area contains members not from the same dimension
as the selected members, click this button to nest the existing members
inside the selected members on the slice axis.
Create Favorite Group button

Click this button to create a favorite group based on the selected members
in the metadata explorer. After you name the group, the group is shown with
a special icon in the metadata explorer.
Remove Favorite Group button

Click this button to remove a favorite group.
Help button
Click this button to open a help topic about the metadata explorer.
Related Topics
Custom aggregates and multiple members on a slice dimension
A custom aggregate is a group of members that a user selects, that do not

roll up to an existing parent member in a dimension.
For example, if you are interested in sales figures by region, then when you
select CA, you see the aggregated sales for all cities in the state of California.

But if you are interested in only the cities of Los Angeles and Portland, you
cannot select one single member in the dimension that gives you the
aggregated sales for just these two cities. Or if you are interested in only a
few cities in the state of California, but not all of them, again there is no single
member that gives you the aggregated sales for just those cities.
If you connect to a cube provider that supports custom aggregation, you can
specify multiple members on a slice dimension. Microsoft Analysis Services
2000/2005 and SAP BW support custom aggregates. Oracle Hyperion
Essbase does not support custom aggregates.
Therefore, if your data source is Essbase, you cannot place multiple members
in the slice area.
Note:
You cannot place multiple members from a measures dimension on the slice
axis.
Structure tab
The Structure tab shows the relationships between queries and visual
components (crosstabs and charts) on the current page. The Structure tab
also lets you add new queries and move visual components between queries.
Related Topics

Tab panel reference
Structure tree
The structure tree shows the queries and visual components on the current
page.
You can expand the nodes of the tree by clicking the plus sign beside
expandable tree nodes, and you can collapse them by clicking the minus
sign.
Components and queries in the structure tree

Visual components are linked to queries. On the Structure tab, you can
change the query that a visual component is linked to by dragging the
component from one query to another.
For example, you may have two crosstabs, Crosstab 1 and Crosstab 2, linked
to separate queries, Query 1 and Query 2. When you add a chart, Chart 1,
it is automatically linked to the most recent query, which is Query 2. Therefore,
Chart 1 reflects the same data as Crosstab 2 because both components are
linked to the same query. If instead you want to visualize the data in Crosstab
1, not Crosstab 2, you can drag Chart 1 onto Query 1 in the structure tree.
If you want only a chart, with no crosstab, click the Add Query button In the
Structure tab. You can then drag the chart onto the new query. Any data in
the chart is removed because the new query is undefined.
Related Topics
• Structure tab buttons on page 248
Structure tab buttons
The top of the Structure tab contains buttons that you can use to add queries
to your page, and delete queries.

Add Query button
Click this button to manually create a new query on the current page. For
information about creating and defining queries, see Creating and defining
queries to answer your business questions on page 42.
Remove Query button

Click this button to delete a query. When you click the button, the query that
you have selected on the Structure tab is deleted from the page. If you try
to delete a query that has crosstab or chart components linked to it, you are
prompted to confirm that you want to remove the query and any linked
components.
For more information, see Deleting queries on page 53.
Help button
Click this button to open a help topic about the Structure tab.
Related Topics
• Structure tree on page 248
Properties tab
The Properties tab displays a set of properties for the selected object. You
can select a crosstab or chart, and view the properties for that object on the
Properties tab. The properties available to view or modify on the Properties
tab depend on the component selected.

Tab panel reference
These object properties can be modified on the Properties tab:

Object Properties that can be modified
• Name on page 276

• Comments on page 276
• Display NULL Values As on page 276
• Suppress NULL Values on page 277
crosstab • Column Width on page 277
• Row Height on page 277
• Wrap Text on page 277
• Display Formatted Cell Values on page 278
• Name on page 289

• Comments on page 290
• Palette on page 290
• Style on page 290
• Font on page 290
• Suppress NULL Values on page 290
• Show Parents on page 291
• Show Visual Totals on page 291
• Show Dimension Panel on page 291
• Show Hierarchical Labeling on page 291
• Show Legend on page 291
chart • Category Label on page 292
• Category Scale on page 292
• Category Scale Symbol on page 293
• Value Label on page 293
• Value Scale on page 294
• Value Scale Symbol on page 294
• Data Series Label on page 294
• X Axis Measure on page 295
• Y Axis Measure on page 295
• Size Measure on page 295
• Manually Edit Chart Labels on page 295
• Hide Labels Less Than on page 295
For descriptions of these properties and how to use them, see Crosstab
display options on page 275 and Chart display options on page 287.

Toolbar reference
Related Topics
Toolbar reference
You can perform most of your data-analysis tasks with the Voyager
application toolbar.
Note:
Some of the toolbar buttons may be disabled, depending on the rights that
have been assigned to users within the Central Management Console, and
depending on which object or component is selected in the analysis window.
For more information on rights in the Central Management Console, see
your system administrator or the BusinessObjects Voyager Administrator's
Guide.
For details on using the application toolbar buttons, see the following topics:
Related Topics
Toolbar overview
The application toolbar contains buttons for the most commonly used
functions in Voyager. You can create, save, print, and customize your pages
with the toolbar buttons.
Several buttons have more than one function associated with them. For
example, the Calculation button is used to perform several types of
calculations.

Toolbar reference 20
Some of these multi-function buttons have a default action associated with
them. For example, clicking the arrow beside the Sort button displays the
sort operations that can be applied to the selected member, but clicking the
Sort button itself applies the default Ascending sort.
The Crosstab button can be clicked to add a crosstab component to the

default position in the analysis window, or the button can be dragged to add
a crosstab at a specific location.
Note:
Many of the toolbar functions are also duplicated in context-sensitive
right-click menus. For example, if you right-click a dimension or a member,
a menu that contains relevant options appears.
View tab panel button
This button toggles the tab panel on and off.
Save button
Use this button to save your workspace to the Business Objects

repository. Click the Save button to execute the default Save function, or
click the arrow beside the Save button to display options for saving your file.
These save options are available:
Option Function
Saves the current workspace.
Save If you have created a new workspace and have not yet saved
it, choosing the Save function executes instead the Save As
function.

Toolbar reference
Option Function
Saves the current workspace as a new repository object. The

workspace can be newly created or a modification of an existing
Save As workspace.
The Save As function allows you to choose the location and

name of your new workspace.
For more information about saving your workspaces, see Saving Voyager
workspaces on page 180.
Export button
Use this button to export data from a query to Microsoft Excel or

comma-separated-values format.
Click the Export button to export data to Excel, or click the arrow beside the
Export button to choose from the export options.
Note:
The exported file contains only crosstab data. Any charts that were in the
original workspace are not retained in the exported file.
For more information about exporting, see Exporting data from Voyager to
Excel on page 190 and Exporting data from Voyager to
comma-separated-values (.csv) files on page 190.
Print button
Use this button to print your data to a PDF file. When you click this button,
the Export/Print to PDF dialog box opens. From the dialog box, you can

choose to print a selected component or raw data. Within your PDF file
viewer, you can then save your output as a PDF file, or send it to your printer.
For more information about printing, see Printing Voyager workspaces on

page 198.
Undo button
Use this button to reverse the most recently performed action.
You can undo these actions:

• Cut
• Paste
• Sort
• Filter
• Exception Highlighting
You cannot undo these actions:
• Any actions performed in the metadata explorer
Note:
• Deleting a connection, query (on the Structure tab), or page clears the
undo/redo history.

Toolbar reference
• Voyager saves a maximum of ten undo levels.
Redo button
Use this button to re-apply the action that was reversed by the Undo
button.
Note:
Voyager saves a maximum of ten redo levels.
Copy button
Use this button to copy the currently selected crosstab or chart

component. After copying the component, you can paste the component
onto the same page or a different page.
Note:
The Copy button is disabled until you select a crosstab or chart component.
Related Topics
Paste button
Use this button to paste the copied crosstab or chart component to the
same page or a different page.
Note:
The Paste button is disabled until you copy a crosstab or chart component.
Related Topics

Delete button
Use this button to delete the selected crosstab or chart from the page.
Note:
The Delete button is disabled until you select a crosstab or chart component.
Calculation button
Use this button to add a calculation (calculated member) to the crosstab.
Click the Calculation button to open the Calculation Editor dialog box if you
want to create custom calculations, or click the arrow beside the Calculation
button to choose from predefined basic calculations.
Note:
The Calculation button is disabled until you select one or more members in
a crosstab. If you select two members, you can access the basic arithmetic
calculations as well as the custom calculations.
These calculation options are available:
Calcula
Description
tion
Add Adds the values in the selected rows or columns.
Subtracts the values in the selected rows or columns.

Subtract The cell values from the second selected row or column are
subtracted from the values in the first selected row or column.
Multiply Multiplies the values in the selected rows or columns.

Toolbar reference
Calcula
Description
tion
Divides the values in the selected rows or columns.

Divide The cell values from the first selected member row or column
are divided by the values in the second selected row or column.
Divides the values in the selected rows or columns, and express-

es the resulting values as percentages.
Percent
age The cell values from the first selected member row or column
are divided by the values in the second selected row or column,
and multiplied by 100.
Displays the Calculation Editor dialog box. Use this dialog box to
define the parameters of a new custom calculation you want to add
More
to the crosstab. For more information about custom calculations,
see Overview of calculations on page 132.
Opens the Calculation Editor dialog box so that you can change
Edit
the definition of an existing calculation.
Remove Deletes the selected calculation.
For more information about calculations, see Overview of calculations on

page 132.
Sort button
Use this button to sort the data in the crosstab.
Click the Sort button to apply the default ascending sort, or click the arrow
beside the Sort button to display a list of sorting options that you can select
from.
These sorting options are available:

Option Function
Sorts the selected row or column in ascending order.

Ascending
(default) The hierarchical structure of the members is maintained if the
Maintain Hierarchies option is selected.
Sorts the selected row or column in descending order.

Descend
ing The hierarchical structure of the members is maintained if the
Maintain Hierarchies option is selected.
Groups the sorts by member levels.
When the Maintain Hierarchies option is selected, members at

Maintain the same level are sorted while still maintaining the dimension's
Hierar- hierarchical structure.
chies
When the Maintain Hierarchies option is not selected (the default
setting), all members are sorted together, regardless of their
positions in the dimension's hierarchical structure.
Clear Removes a sort from a row or column.
Note:
• The Sort button is disabled until you select a single row or column in a
crosstab.
• The Remove option is disabled until you select a single row or column in
a crosstab, that has a sort applied to it.
• If your crosstab contains nested dimensions, you can add a sort only to
a member of the innermost dimension.
When a member has a sort applied, an icon appears beside the member
name, indicating the direction of the sort.

Toolbar reference
Icon Option Function
Indicates that the row or column is sorted in

Ascending
ascending order.
Indicates that the row or column is sorted in

Descending
descending order.
Clicking the icon reverses the sort direction.
For more information about sorting and the different sort types, see Sorting
data columns or rows on page 102.
Rank button
Use this button to rank the data in the crosstab.
Click the Rank button to open the Rank Editor dialog box.
For more information about ranking and the different ranking types, see
Ranking the data in the crosstab on page 109 and Rank Editor dialog box on
page 303.
Note:
The Rank button is disabled until you select a single row or column in a
crosstab.
When a member has a rank applied, the rank icon appears beside the
member name:
Filter button
Use this button to filter the data displayed in crosstabs and charts.
Click the Filter button to open the Filter Editor dialog box. For more information
about filtering and the different filter types, see Filtering the data in crosstabs
and charts on page 106 and Filter Editor dialog box on page 304.

Note:
• The Filter button is disabled until you select a row or column in a crosstab.
• If your crosstab contains nested dimensions, you can add a filter only to
members of the innermost dimension.
When a member has a filter applied, an icon appears beside the member
name:
Exception Highlighting button
Use this button to apply color to the cells in a crosstab, highlighting

important differences or unexpected results.
For example, you might want to highlight a value that is greater or less than
a predetermined value.
Exception highlighting is performed on one or more columns, or one or more

rows, but not on rows and columns simultaneously. On an axis that has
nested dimensions, the selected members must be on the innermost
dimension.
For more information about Exception Highlighting, see Highlighting

Exceptions in Data on page 117.
Note:
The Exception Highlighting button is disabled until you select a member in
a crosstab.
Measure Formatting button
Use this button to change the appearance of your data by adding

formatting.
Some of the types of formatting you can add are:

• The way the numbers in your crosstab are displayed (for example, in
scientific notation).

Toolbar reference
• The number of decimal places displayed (any number from 0 to 99; the
default is 2).
• The way negative values are displayed.
For more information about formatting measures, see Formatting Crosstab
Data on page 169.
Display Member Settings button
Click this button to display a list of all sort, filter, and rank conditions that
are applied to the current query.
All applied conditions are included in the list whether or not the members
that the conditions are applied to are visible in the crosstab. You can remove
any conditions that you no longer want to apply to your data.
For more information, see Displaying sorts, filters, and ranks applied to the
query on page 112 and Hidden sorts, filters, and ranks on page 112.
Swap Axis button
Use this button to swap the horizontal and vertical crosstab axes.
All members on the row axis swap places with all members on the column
axis.
Any sorts, filters, and ranks in the query are preserved.
Note:
The Swap Axis button is disabled until you select a crosstab or chart.
Visual Totals button
Use this button to add visual totals to the crosstab. Visual totals include
these calculations:
• Sum
• Average

• Count
• Minimum
• Maximum
• Median
• Variance
• Standard Deviation
• Aggregate
You can click the button to turn on the default calculations for both rows and
columns, or you can click the arrow beside the button to choose from the
other available totals.
For more information about visual totals, see Visual totals on page 132.
Insert Crosstab button
Use the Insert Crosstab button to place a crosstab onto your page. You
can place up to four visual components on a page, in any combination of
crosstabs and charts.
To place a crosstab on a page, drag the Crosstab from the application toolbar
into the analysis window. Alternatively, you can click the Crosstab button to
insert the crosstab on the current page. The component is added to the page,
below or to the right of existing components; however, you can reposition
components in the analysis window later.
For more information about crosstabs, see Crosstab component reference

on page 265.
Chart buttons
Use the chart buttons to place a chart onto your page. You can place up to
four visual components on a page, in any combination of crosstabs and
charts.
To place a chart on a page, click a chart button. Or, if the chart that you want
to add to the page does not have its own button, but instead is a member of
one of the chart families, click the arrow beside the button for that chart
family, and then select a chart type from the list. The component is added

Toolbar reference
to the page, below or to the right of existing components; however, you can
reposition components in the analysis window later.
These chart types are available:
Chart Type
Column chart family
Clustered Column
Stacked Column
100% Stacked Column
3D Clustered Column
Line
Pie
Bar chart family
Clustered Bar
Stacked Bar
100% Stacked Bar
Scatter

Crosstab component reference 20
Chart Type
Other charts
Box Plot
Bubble
Radar
Note:
For more information about charts, see Using Charts to Visualize Data on
page 57 and Chart component reference on page 279.
Help button
Use this button to open a help topic about the application toolbar.
Crosstab component reference

The crosstab component comprises the main crosstab grid and a dimension
panel above the grid. The dimension panel is where you place dimensions
and members to define a query.
The crosstab provides you with a dynamic view of your business data. You
can interactively change your row, column, and slice dimensions by dragging
them between drop zones in the crosstab or from the Data tab to the crosstab.
This makes it easy for you to view trends over time, or track other changes
in your data.
The crosstab presents a spreadsheet-like display of the data in the cube.

You can sort the rows and columns of the crosstab, add calculations, highlight
exceptions, and even hide data that is irrelevant to your analysis.
The diagram below illustrates the elements of the crosstab component:

1. Dimension panel
2. Slice dimension
3. Row dimension
4. Column dimension
5. Row members
6. Column members
Related Topics
• Understanding the crosstab on page 267
• Crosstab dimension panel on page 270
• Crosstab grid on page 272
• Crosstab buttons on page 274
• Crosstab display options on page 275
• Crosstab tooltips on page 278

Understanding the crosstab
The crosstab comprises three axes, although only two can be displayed on
the screen.
• Row axis: the vertical axis that displays rows of data.
• Column axis: the horizontal axis that displays columns of data.
• Slice axis: the axis that is perpendicular to the two-dimensional crosstab
display.
Dimensions that are placed on the row axis are called row dimensions.
Similarly, you also use column dimensions and slice dimensions in your
analyses. See Understanding OLAP on page 21 for more information on
dimensions and slices.
This image shows an example of the crosstab display.
In the example, Products is the row dimension, Measures is the column

dimension, and Week is the slice dimension.
The Products dimension comprises many members, but the members

selected for display in this example are the top-level total All Products, and
the group totals Bakery, Frozen Goods, and so on. Here, All Products is the
parent member to the child members lower in the hierarchy.
With row and column dimensions, you can see several members
simultaneously on the crosstab. With the slice dimension however, you fix
a slice of the data in the crosstab at any one time. The member you select

in the slice dimension is called the slice member. For example, if Week is a
slice dimension, you can select any week as the slice member.
Although with some OLAP providers you can place multiple members on the
slice axis, you cannot place multiple members from a measures dimension
on the slice axis. For more information about placing multiple members on
the slice axis, see Custom aggregates and multiple members on a slice
dimension on page 246.
For all dimensions in the cube that are not used on the row, column, or slice
axes, the default member is used to generate data in the crosstab. Therefore,
you can generate a valid query by placing dimensions on only the row and
column axes because Voyager uses the default member for all other
dimensions. If you place a dimension on the slice axis and leave the default
member unchanged, the data in the crosstab is also unchanged.
The arrangement of the rows, columns, slices, and the selected members
is known as a crosstab view. When you save a workspace, the crosstab view
is also saved. The next time you open the workspace, the crosstab looks
the same as when you saved it.
To see a different view of the data (for example, to view Products against
Week rather than Products against Measures), you can swap the two
dimensions. This is also known as "reorienting" or "pivoting" the crosstab.
See Swapping dimensions on page 154.
You can also display more than one dimension on a row or column axis; for
example, you can place both a Measures dimension and a Years dimension
on the same axis to show data from the Measures dimension over several
years. This is called "nesting dimensions". See Nesting dimensions on
page 155.
Definitions:
Drop zones are the locations in the dimension panel where dimen-
Drop
sions or members can be dropped, to define and manipulate
zones
queries.
Row axis The row axis is the vertical axis on the crosstab.
Column
The column axis is the horizontal axis on the crosstab.
axis

The slice axis, although it cannot be represented visually by the
Slice axis two-dimensional crosstab, is the third dimension, perpendicular to
the row and column axes on the crosstab.
Related Topics
Crosstab title bar
The title bar contains the following elements:

• The name of the crosstab component.
• The names of measures used in the current query, with a Member Selector
button for changing the measure.
• A button for maximizing or minimizing the component.
• A button for opening a help topic about crosstabs.
• A button for deleting the component from the analysis window.
The names of measure members that are used to retrieve data values in a
query are displayed in the title bar of any component that is linked to the
query.
If the measures dimension is not placed on any of the axes in the component,
the title bar displays the name of the default member of the measures
dimension.
Related Topics


Crosstab dimension panel
You can place either a single dimension or member, or groups of selected

members, on the row, column, and slice drop zones in the dimension panel.
You can also nest dimensions to help you define more complex queries.
For more information about defining queries, see Defining queries on page 42.
For more information about nesting dimensions, see Creating complex queries
by nesting dimensions on page 50.
Member drop zones in the crosstab
The crosstab's dimension panel contains drop zones for placing dimensions
when you define a query. An additional drop zone, in the crosstab grid, is
used to add members of a measures dimension to the crosstab. See Cell
drop zone on page 273 for more information.
You drag a dimension or members to the center drop zone to add members
to an empty axis, or to replace existing members on that axis.
You drag a dimension or members to the left or right drop zone to add
members to existing members on that axis. The new members are nested

beside the existing members. For more information, see Creating complex
queries by nesting dimensions on page 50.
Dimension functions
You can right-click a dimension on the dimension panel to access these

functions:
• Display—selects a format for displaying member names.
• Remove—removes the dimension from the crosstab.
Related Topics


Crosstab grid
The crosstab grid is where member headings and data are displayed.
Row and column resizing

You can drag the edges of row and column member headings to resize them.
Icons in member headings

If you have applied any filtering, sorting, ranking, or calculations to a member,
icons are displayed in the member heading.
Member functions
You can right-click a member heading in the crosstab grid to access these
functions:
• Drill—For information on drilling up and down on members, see Drilling
down and drilling up on page 157.
• Sort—For information on sorting data, see Sorting data columns or rows
on page 102.
• Filter—For information on filtering data, see Filtering the data in crosstabs
and charts on page 106.
• Rank—For information on ranking data, see Ranking the data in the
crosstab on page 109.
• Exception Highlighting—For information on highlighting exceptions in
data, see Overview of exception highlighting on page 118.
• Calculation—For information on adding and defining calculations, see
Overview of calculations on page 132.
• Hide Member—For information on hiding members, see Hiding members
from view on page 93.

Cell drop zone
The crosstab and chart components have similar drop zones in the dimension
panel, but the crosstab component has one additional drop zone in the main
cell area. This drop zone is for the purpose of changing or adding members
of a measures dimension only. You cannot drop members of a non-measures
dimension on the cell drop zone, and you cannot drop the entire measures
dimension on the cell drop zone.
When you drop measures on the cell drop zone, those measures are placed
on the column axis.
If you have already placed some members of a measures dimension on the

row or column axis, dropping additional measures onto the cell drop zone
adds those measures to the other measures on the same axis.
If you have already placed a measure member on the slice axis, dropping
another member onto the cell drop zone swaps the measures dimension to
the column axis and adds the new member to the selection.

Related Topics
Crosstab buttons
At the upper-left corner of the crosstab component are buttons for changing
the view of the crosstab.
Related Topics
Crosstab Swap Axis button
Use this button to swap the horizontal and vertical crosstab axes.
All members on the row axis swap places with all members on the column
axis.

Any sorts, filters, and ranks in the query are preserved.
Crosstab Null Suppression button
Use this button to suppress all rows and columns that contain only null
cell values from being displayed in the crosstab.
When suppression is active, the Suppression button remains depressed to

indicate that the crosstab contains suppressed data. Click the Null
Suppression button again to restore the null data to the displayed crosstab.
You can also suppress null rows only, or null columns only. For details, see
Crosstab display options on page 275 and Chart display options on page 287.
Crosstab Select All Cells button
Click this button to select all cells in the crosstab before applying global
exception highlighting or adding visual totals.
Related Topics
• Applying exception highlighting on page 121
• Visual totals on page 132
Crosstab display options
The following options are available to customize the appearance of the

crosstab. You can access these options from the Properties tab.
Option Values
Name on page 276 Text string up to 50 characters
Comments on page 276 Text string up to 255 characters
Display NULL Values As on page 276 Text string up to 50 characters

Option Values
Off, Column and Row, Column only, Row

Suppress NULL Values on page 277
only
Column Width on page 277 Numeric value
Row Height on page 277 Numeric value
Wrap Text on page 277 Yes, No
Display Formatted Cell Values on

Yes, No
page 278
Descriptions of crosstab display options
Name
This option defines the name of the crosstab component. The name is
displayed in the crosstab's title bar, and is printed in the page header when
you print a crosstab. The name is also used to identify the crosstab on the
Structure tab. The default value is the name generated automatically by
Voyager when the crosstab is created.
Comments
In addition to the crosstab's name, you can add comments to describe the
crosstab, up to a maximum of 255 characters. Comments are optional and
are not displayed on the crosstab component, but if you print a crosstab to
a PDF document, the comments appear beneath the crosstab component.
Display NULL Values As

This option defines how null values are displayed. You can type any text that
you want, up to a maximum of 50 characters. The input is always treated as
text, even if numeric values are entered.
By default, null values are displayed as empty cells.

Suppress NULL Values
This option defines how complete rows and columns of null values are
displayed.
Note:
When null values in a crosstab are suppressed, null values in any charts
linked to the same query are also suppressed.
These null-suppression options are available:
Option Function
Off Restores all suppressed null values to the crosstab.
Hides all columns and rows that contain only null cell values.
Column and Note:
Row The Column and Row option is equivalent to clicking the Null
Suppression button in the crosstab.
Column only Hides all columns that contain only null cell values.
Row only Hides all rows that contain only null cell values.
Column Width
This option defines the width of crosstab columns, in pixels. The value you
enter applies to all columns in the crosstab.
The minimum allowed value is 20.
Row Height
This option defines the height of crosstab rows, in pixels. The value you enter
applies to all rows in the crosstab.
The minimum allowed value is 20.
Wrap Text
This option defines whether text in crosstab cells wraps.

The default value is No.
Display Formatted Cell Values

This option defines whether cell values are displayed with or without the
formatting defined in the Measure Formatting dialog box. For more information
about formatting measures, see Formatting Crosstab Data on page 169.
The default value is Yes.
Related Topics
Crosstab tooltips
The tooltip for a member heading displays the member level and caption.
Related Topics

Chart component reference 20
Chart component reference
1. Dimension panel
2. Slice dimension
3. Data series dimension
4. Category dimension
5. Data series members
The chart component comprises the main chart graphic and a dimension
panel above the graphic. The dimension panel is where you place dimensions
and members to define a query. With large data sets, a range slider is also
displayed to help you navigate the data in the chart.
For more information about charts, see Using Charts to Visualize Data on
page 57.
Definitions:
Drop zones are the locations in the dimension panel where dimen-
Drop
sions or members can be dropped, to define and manipulate
zones
queries.

A data series is a set of related data points that are plotted on

a chart.
Data se- Each data series is represented by a unique color, and is includ-
ries ed in the chart legend.
For example, each line in a line chart, or each bar color in a

clustered bar chart, represents a data series.
Cate Categories are the groupings that elements of a data series belong
gories to.
Related Topics
• Chart graphic on page 285
• Chart display options on page 287
Chart dimension panel
You can place either a single dimension or member, or groups of selected

members, on the data series, category, and slice drop zones in the dimension
panel. You can also nest dimensions to help you define more complex
queries.
You can hide the dimension panel to allow the chart graphic to occupy more
screen area. See Properties tab on page 249 for details.
For more information about defining queries, see Defining queries on page 42.
For more information about nesting dimensions, see Creating complex queries
by nesting dimensions on page 50.

Related Topics
Member drop zones in the chart
The chart's dimension panel contains drop zones for placing dimensions
when you define a query.
You drag a dimension or members to the center drop zone to add members
to an empty axis, or to replace existing members on that axis.
You drag a dimension or members to the left or right drop zone to add
members to existing members on that axis. The new members are nested
beside the existing members. For more information, see Creating complex
queries by nesting dimensions on page 50.

Dimension functions
You can right-click a dimension on the dimension panel to access these

functions:
• Display—selects a format for displaying member names.

• Remove—removes the dimension from the chart.
Chart range slider
1. Overview scroll bar

2. Selected range
3. Range slider bars
4. Hide/restore button
5. Paging buttons
The chart range slider lets you scroll through charts that contain large data
sets. It appears automatically when the data set in the chart is too large to
be displayed legibly in the main chart graphic. The range slider is available
with these chart types:
• column charts (except 3D clustered column)
• line charts
• pie charts
• bar charts
Range slider bars

The range slider bars let you resize and reposition the selected range within
the range slider control. You move the bars to the approximate positions you
want, and when you release the mouse button, Voyager snaps the bars to
the nearest logical data points.
Selected range
The area between the range slider bars is the selected range. This range is
expanded in the main chart graphic. You can also drag the selected range
within the range slider to scroll through the chart.

Overview scroll bar

With very large data sets, the range slider cannot display the full data set
legibly. Instead, the overview scroll bar represents the full data set while the
range slider represents only a portion of the full data set. The relative size
of the scroll box within the overview scroll bar indicates the percentage of
the full data set being displayed in the range slider.
Use the overview scroll bar to move the range slider to different subsets of
the full data set.
Hide/restore button
To allow the main chart graphic to occupy more space in the chart component,
you can hide the range slider by clicking the arrow button at the edge of the
range slider. Click the arrow button again to restore the range slider.
Paging buttons
The arrow buttons at the ends of the range slider move the selected range
by one "page" of elements within the range slider. A page is defined as the
current size of the selected range.
With very large data sets, the range slider represents only a portion of the
full data set. In that case, the arrow buttons move the selected range by one
page of elements as usual, until the selected range reaches the end of the
range slider. Clicking an arrow button again moves the selected range further
but also moves the range slider within the full data set.
Autoscaling in the range slider

In the range slider, the values are scaled automatically to fit the slider. For
example, in a column or bar chart, if the subset of data currently being
displayed in the range slider includes values between 1 and 100, the number
2 is represented by a very short riser. But if you scroll the range slider to a
different subset of data that includes values only between 1 and 2, the values
are scaled so that the number 2 is represented by a long riser.
For more information about using the chart range slider, see Scrolling through
large data sets in charts on page 76.
Related Topics

Chart title bar
The title bar contains the following elements:

• The name of the chart component.
• The names of measures used in the current query, with a Member Selector
button for changing the measure.
• A button for maximizing or minimizing the component.
• A button for opening a help topic about charts.
• A button for deleting the component from the analysis window.
The names of measure members that are used to retrieve data values in a
query are displayed in the title bar of any component that is linked to the
query.
If the measures dimension is not placed on any of the axes in the component,
the title bar displays the name of the default member of the measures
dimension.
Related Topics
Chart graphic
The chart graphic displays the data returned by the defined query.

Member functions
You can right-click a member heading in the crosstab grid to access these
functions:
• Drill Up, Drill Down, Focused Drill Up, Focused Drill Down—For
information on drilling up and down on members, see Drilling down and
drilling up on page 157.
• Hide Member—For information on hiding members, see Hiding members
from view on page 93.
• Chart Type—For information on chart types, see Chart types on page 63.
Related Topics
Charts with large data sets
Voyager automatically sizes chart elements to fill the available space

efficiently, using intelligent caption display techniques to fit as many legible
member captions into the chart as possible. However, if a chart has a large
data set, the chart may not be able to display all elements, or some captions
may be omitted from the chart.
Member captions in charts

If your chart includes many members on an axis, Voyager staggers and
reorients the captions to try to display as many captions as possible. However,
if the number of captions is very large, only a subset of the member captions
is displayed on the chart, so that the remaining captions are legible.
Member captions that are omitted from the chart can be viewed in tooltips
when you rest the mouse pointer over members.
See Chart range slider on page 283 for more information about large data
sets in charts.

Chart colors and style
Voyager provides several color palettes and styles for displaying your charts.
For more information about customizing chart colors and styles, see Chart
display options on page 287.
Data type considerations
The measures defined on a cube might not be based on the same unit of
measure or data type. For example, measures such as Unit Sales, Store
Cost, and Store Sales use the data type double, but the Sales Count measure
uses the data type integer. When the chart is rendered, all numeric values
are converted to the data type double.
Chart display options
The following options are available to customize your charts. You can access
these options from the Properties tab.
Option Values
Name on page 289 Text string up to 50 characters
Comments on page 290 Text string up to 255 characters

Option Values
Default
Cool
Warm
Hot
Lavender
Palette on page 290
Rose
Desert
Forest
Ocean
Monochrome
Default
Shadow
Style on page 290
Presentation
Presentation Shadow
Fonts set up by your system adminis-

Font on page 290
trator
Off
Column and Row

Suppress NULL Values on page 290
Column only
Row only
Show Parents on page 291 Yes, No
Show Visual Totals on page 291 Yes, No

Option Values
Show Dimension Panel on page 291 Yes, No
Show Hierarchical Labeling on page

Yes, No
291
Show Legend on page 291 Yes, No
Category Label on page 292 Text string up to 50 characters
No Scale, Billions, Millions, Thousands,

Category Scale on page 292
Thousandths, Millionths
Category Scale Symbol on page 293 Text string up to 50 characters
Value Label on page 293 Text string up to 50 characters
No Scale, Billions, Millions, Thousands,

Value Scale on page 294
Thousandths, Millionths
Value Scale Symbol on page 294 Text string up to 50 characters
Data Series Label on page 294 Text string up to 50 characters
X Axis Measure on page 295 Measures available in the query
Y Axis Measure on page 295 Measures available in the query
Size Measure on page 295 Measures available in the query
Manually Edit Chart Labels on page 295 Yes, No
Hide Labels Less Than on page 295 Value between 0 and 100
Descriptions of chart display options
Name
This option defines the name of the chart component. The name is displayed
in the chart's title bar, and is printed in the page header when you print a

chart. The name is also used to identify the chart on the Structure tab. The
default value is the name generated automatically by Voyager when the chart
is created.
Comments
In addition to the chart's name, you can add comments to describe the chart,
up to a maximum of 255 characters. Comments are optional and are not
displayed on the chart component, but if you print a chart to a PDF document,
the comments appear beneath the chart component.
Palette
Voyager provides several predefined color palettes to help you customize
your chart components.
Style
Voyager provides these styles for customizing your charts:
Style Visual effects
Default none
Shadow 3D effect
Presentation Black background
Presentation Shadow Black background, 3D effect
Font
The fonts available in the Print dialog box and in the chart Properties tab are
default fonts. Your system administrator can enable additional fonts.
Suppress NULL Values

This option defines how null values are displayed in the chart. The settings
refer to the data as they would be represented in a crosstab component,
even if there is no crosstab linked to the same query in your analysis.

For example, the "Row only" setting refers to the crosstab representation of
the chart's data. If there were a crosstab linked to the same query that the
chart is linked to, and if that crosstab contained entire rows of null values,
then those rows would be suppressed. The corresponding changes are made
to the chart.
The default value is Off. For details, see Suppress NULL Values on page 277.
Show Parents
This option toggles the display of single parent members on and off. The
default value is No, which means that parent members will not be displayed
on the chart if their child members are displayed on the chart. For more
information, see Displaying parent members on page 81.
Show Visual Totals

This option toggles the display of visual totals on and off. The default value
is No. For more information, see Displaying visual totals on page 81.
Show Dimension Panel

This option toggles the chart dimension panel display on or off. Hiding the
dimension panel allows the chart graphic to occupy more screen area. The
default value is Yes.
Show Hierarchical Labeling

When hierarchical labeling is on, the chart axis labels show the parent-child
relationships of the members. The default value is No. Hierarchical labeling
is applied only when the Show Parents option is set to Yes.
Show Legend
Choose Yes if you want the chart legend to be displayed. The default value
is Yes.
Note:
If there is limited space available in the chart component, the chart legend
is automatically removed.

Category Label
The category axis corresponds to one of the following axes, depending on
the type of chart:
Chart Type Category Axis
Clustered column chart Horizontal
Stacked column chart Horizontal
100% stacked column chart Horizontal
3D clustered column chart Lower-left
Clustered bar chart Vertical
Stacked bar chart Vertical
100% stacked bar chart Vertical
Line chart Horizontal
Pie chart Not applicable
Scatter chart Not applicable
Box plot chart Not applicable
Bubble chart Not applicable
Radar chart Not applicable
Category Scale
You can scale the displayed values. For example, if a chart contains several
values between 5,000,000 and 20,000,000, you can select the Millions scale
to display those values as 5 to 20.

Category Scale Symbol
You can specify the label applied to the Category axis scaling. For example,
if you select the Millions scale, you can add the label “(in millions of dollars)”.
Value Label
The value axis corresponds to one of the following axes, depending on the
type of chart:
Chart Type Value Axis
Clustered column chart Vertical
Stacked column chart Vertical
100% stacked column chart Vertical
3D clustered column chart Vertical
Clustered bar chart Horizontal
Stacked bar chart Horizontal
100% stacked bar chart Horizontal
Line chart Vertical

Value Scale
You can scale the displayed values. For example, if a chart contains several
values between 5,000,000 and 20,000,000, you can select the Millions scale
to display those values as 5 to 20.
Value Scale Symbol

You can specify the label applied to the Value axis scaling. For example, if
you select the Millions scale, you can add the label “(in millions of dollars)”.
Data Series Label

The data series axis corresponds to one of the following axes, depending
on the type of chart:
Chart Type Series Axis
Clustered column chart Not applicable
Stacked column chart Not applicable
100% stacked column chart Not applicable
3D clustered column chart Lower-right
Clustered bar chart Not applicable
Stacked bar chart Not applicable
100% stacked bar chart Not applicable
Line chart Not applicable

Chart Type Series Axis
X Axis Measure
For scatter and bubble charts, this option defines which of the measures
available in the query is plotted on the chart's X axis.
Y Axis Measure
For scatter and bubble charts, this option defines which of the measures
available in the query is plotted on the chart's Y axis.
Size Measure
For bubble charts, this option defines which of the measures available in the
query is represented by the sizes of the bubbles.
Manually Edit Chart Labels

For pie charts, this option allows you to suppress labels for small pie slices.
When this option is set to Yes, the "Hide Labels Less Than" property is
enabled.
Hide Labels Less Than

For pie charts, this option sets the level below which the pie slice labels are
suppressed. This option is enabled only if the "Manually Edit Chart Labels"
property is set to Yes.
Related Topics

Member Selector reference

The Member Selector is where you select members for displaying in
your crosstabs and charts. To open the Member Selector, click the Member
Selector button beside the name of a dimension in a crosstab or chart.
Additionally, you can change the member of the Measures or Key Figures
dimension by clicking the Member Selector button beside the Measures or
Key Figures dimension name in the component title bar.
When you open the Member Selector, the member list is automatically
expanded to show all members that are currently displayed in the crosstab
or chart.
The Member Selector dialog box can be resized by dragging the sizing handle
at the lower-right corner.

Member Selector reference 20
For information about using the Member Selector to choose members for
your crosstabs and charts, see Overview of member selection on page 86.
Member Selector member tree
The Member Selector tree displays all members of the dimension in a

hierarchical list. Members are indented to indicate which level of the
dimension they belong to. The number of selected members is displayed
above the member tree.
Selecting individual members in the member tree
You can select individual members or ranges of members in several ways:

• Click individual members to select and deselect them.
• Hold down the Shift key as you click members, to select or deselect
ranges of members.
Note:
If you deselect all members, the OK button in the Member Selector is disabled
because you must select at least one member for each dimension on the
crosstab.
For more information about selecting individual members, see Selecting
individual members from a list of all members on page 88.
Resizing the Member Selector dialog box
Member names may not be displayed fully in the default Member Selector
dialog box size, because of long member names or large indents for low-level
members. The Member Selector can be resized to accommodate these
member names by dragging the lower-right corner of the dialog box.
Member Selector functions
You can right-click a member in the Member Selector to access these

selection functions:
• All at this level—selects all members at the same level in the dimension
hierarchy as the current member.

• Parent—selects the parent member of the current member.

• Children—selects all child members of the current member.
• Siblings—selects all sibling members of the current member. Siblings are
members at the same level that also have the same parent member.
Related Topics
• Overview of member selection on page 86
Member Selector toolbar
Often, you can select or deselect members more efficiently by using the
buttons on the Member Selector toolbar:
Deselect all selected members. See Member

Deselect All
Selector Deselect All button on page 299.
Select all members at a chosen level in the di-

Select Level mension. See Member Selector Select Level
button on page 300.
Toggle between showing all members within

Show Selected Mem-
the dimension, and showing only the selected
bers/Show All Mem-
members. See Member Selector Show Select-
bers
ed Members button on page 300.
Select a display mode for member names and

captions. The default mode is Caption. See
Display Mode
Member Selector Display Mode button on
page 300.
Toggle between appending the parent names

to the member names, and just displaying the
Show Parent members as chosen with the Display Mode
button. See Member Selector Show Parent
button on page 301.
Search for members. See Member Selector

Start Search
Start Search button on page 301.

Clear the results of the search and return to the
Return to Member
full member list. See Member Selector Return
List
to Member List button on page 303.
Member Selector Deselect All button
Use this button to deselect all members.
Note:
After you deselect all members, the OK button in the Member Selector is
disabled because you must select at least one member for each dimension
on the crosstab.

For more information about deselecting members, see Deselecting members

on page 95.
Member Selector Select Level button
Use this button to select all members at a particular level in the

dimension.
For more information about displaying all members at a particular level, see
Selecting all members at a particular level in the dimension on page 91.
Member Selector Show Selected Members button
Use the Show Selected Members button to toggle between showing all
members within the dimension, and showing only the selected members.
For more information, see Showing only selected members in the Member
Selector on page 97.
Member Selector Display Mode button
Use this button to choose a display mode for member names and
captions in the Member Selector. Choose from one of these available modes:
• Caption
• Name
• Caption : Name
• Name : Caption

For more information about displaying captions, see Displaying member
names and captions on page 97.
Member Selector Show Parent button
Use this button to toggle between appending the parent names to the
member names, and just displaying the members as chosen with the Display
Mode button.
For example, if you toggle the display of parent members on, a member
name might look like this: Wednesday (2002 > Qtr 2 > June > Wk 1).
For more information about displaying parent and child members, see
Displaying the parent names of all members on page 98.
Member Selector Start Search button
The Member Selector provides search capabilities to help you select

members based on their names or captions. Use this button to initiate a
text-based search.
Searching for members using a text string

You can type a text string in the text field at the top of the Member Selector
to search for members within the dimension. When you execute the search,
the Member Selector finds all matching members, and displays them in a
hierarchical view. That is, the member's level in the dimension is indicated
by its indent level in the Member Selector.
If no members match the search string, "No members found." is displayed.
You can search member names and captions. For details, see To search
for member names or captions on page 89.
Use the Return to Member List button to clear the search results and
return to the full member list. Any members that you selected from the search
results remain selected.
Voyager uses the same search techniques as popular internet search

engines:

Search String Search Result
Selects all members that contain the word book , such as

book , library book , and book store .
book Note:
If you search for book , your search will not find a member
named booklet . To find booklet , you could search for book* .
See Using wildcards in your search on page 303.
Selects only members that contain the exact text inside the
quotation marks.
"glass bowls"
In this example, the search would find glass bowls but not
glass soup bowls .
Multiple terms include an implicit AND, so in this example, the

search would select all members that contain both the words
glass bowls glass and bowls :
• glass bowls
• glass soup bowls
Selects members which contain either the word glass or the

word bowls .
The OR must be capitalized.
In this example, the search would find members with these

names:
glass OR • glass bowls
bowls • glass soup bowls
• soup bowls
• glass
Note:
If OR is one of the words you want to search for, you must en-
close the OR in quotation marks: "OR" OR CA (to perform a
search for the states Oregon and California).

Rank Editor dialog box 20
Note:
Search terms are not case-sensitive. Searching for book is the same as
searching for Book or BOOK or boOk .
Using wildcards in your search

You can use wildcard characters in your search string. For example, if you
want to search for all SKU (Stock Keeping Unit) numbers beginning with
"9348", you can specify the search string "9348*".
Wildcard Represents
Represents a string of zero or more characters. For example, a

*
search for 9348* finds both 9348 and 934827AB .
Member Selector Return to Member List button
Use this button to clear the search results and return to the full member
list. Any members that you selected from the search results remain selected.
Rank Editor dialog box

Use the Rank Editor dialog box to define the parameters of the rank you
want to add to the crosstab.

Filter Editor dialog box
You need to provide two parameters to define a rank: a condition and a value.
First you select one of the following conditions:

• Top members by value.
• Bottom members by value.
• Top contributors to % of total.
• Bottom contributors to % of total.
Then you enter either the Number of Members value or a percentage. The
Number of Members value can be any integer between 1 and 2^31 (2.14E9).
The sort direction applied by the rank operation depends on the selected
operator. If you choose a "Top members by value" or "Top contributors to %
of total" rank, the rank also applies a descending sort. If you choose a "Bottom
members by value" or "Bottom contributors to % of total" rank, the rank also
applies an ascending sort.
Related Topics
• Ranking the data in the crosstab on page 109
Filter Editor dialog box

You define filter conditions in the Filter Editor dialog box.
The following conditions can be used to define a filter:

Set Variables dialog box (SAP only) 20
Condition Description
equal to Shows cells that are equal to a specified numeric value.
Shows cells that are not equal to a specified numeric

not equal to
value.
Shows cells that are less than a specified numeric val-

less than
ue.
Shows cells that are less than or equal to a specified

less than or equal to
numeric value.
Shows cells that are greater than a specified numeric

greater than
value.
greater than or equal Shows cells that are greater than or equal to a specified
to numeric value.
Shows cells that are between two specified numeric

between two numbers values, including cells that are equal to either of the
numeric values.
Shows cells that are not within the range specified by

outside two numbers two numeric values. Cells that are equal to either of the
numeric values are not displayed.
missing Shows cells that contain null values.
Related Topics
• Filtering the data in crosstabs and charts on page 106
Set Variables dialog box (SAP only)

Queries to an SAP query cube often rely on one or more variables. When
variables form part of the query, Voyager cannot return and display data until
you have selected values for the variables that are part of the query.
To select (or enter) values for SAP query variables, use the Set Variables
dialog box. You are prompted with this dialog box any time a query must be
executed.

Set Variables dialog box (SAP only)
There are several actions performed while working in Voyager that make it
necessary to enter values for variables:
• Adding a connection.
• Opening a saved workspace.
• Navigating to a page for the first time in an open workspace.
• Manually refreshing data.
The Set Variables dialog box contains at least one row, and can contain
several, depending on the complexity of the data structure and the number
of variables set up by the SAP administrator in the SAP query cube. Each
row represents a different variable.
Depending on the type of variable, there may be additional controls. For

example, characteristic selection (complex) variables require an operator for
comparison to a value, so you must indicate the operator and the variable
value.
If default or personalized variables are set up, rows of the Set Variables
dialog box may already contain values. You can accept these values, or you
can select different values.
Related Topics
• Using Voyager with SAP on page 209

Connecting to OLAP data
sources
21
21 Connecting to OLAP data sources
OLAP data connections
OLAP data connections

Before you can begin working with data in Voyager, you must add a
connection to the workspace.
A connection is a repository object that contains all the information that is

required for Voyager to connect to an OLAP cube. Connections are created
and managed by your system administrator. Any connections created by
your system administrator appear in the list of connections in the Choose
Connection dialog box, and are available to be added to a Voyager
workspace.
You can add several connections to your workspace, and use a different
connection for each query in your workspace. However, once metadata has
been specified, the query and visual components are fixed to the connection.
You cannot drag metadata from a different connection into this component.

Connecting to OLAP data sources
Adding an OLAP cube connection to a workspace 21
Note:
For specific information about using SAP BW data sources, see Using
Voyager with SAP on page 209 and the documentation for the BusinessObjects
Integration Kit for SAP.
Related Topics
• Adding an OLAP cube connection to a workspace on page 309
• Changing to a different OLAP cube connection on page 310
• Removing an OLAP cube connection from a workspace on page 311
• Re-establishing a disabled connection on page 312
Adding an OLAP cube connection to a

workspace
On the Data tab, you can add OLAP data source connections to your
workspace, and change your current connection to a different cube.
To add a data source connection to a workspace

1.
Click Add Connection on the Data tab.
2. In the Choose Connection dialog box, select the desired connection and
click OK.
Alternatively, you can double-click the desired connection.
Authentication dialog box and click OK.
connections list, and the Data tab tree changes to reflect the new
connection. If authentication fails, see your system administrator. Your
Viewing OLAP data in the workspace
Once you have a connection added to your workspace, you can define a
query and begin working with your data in the analysis window. For

Changing to a different OLAP cube connection
information on queries and how to define them, see Creating and defining
queries to answer your business questions on page 42.
Related Topics
• OLAP data connections on page 308
Changing to a different OLAP cube

connection
If you are currently working with one data source, but want to work with a
different data source, you can change to a different connection on the Data
tab. However, you cannot use data from the second connection in a
component that already contains data from the first connection. You must
add a new crosstab or chart, and add the data from the second connection
to that new component.
To change to a different data source connection

1.
If the connection that you want to change to has not yet been added
to your workspace, click Add Connection on the Data tab.
Or, if the connection that you want to change to has already been added
to your workspace, select the connection from the connections list on the
Data tab. The contents of the member tree change to reflect the new
connection. Skip to step 4 of this procedure.
2. In the Choose Connection dialog box, select the desired connection and
click OK.
Alternatively, you can double-click the desired connection.
Authentication dialog box and click OK.
connections list, and the Data tab tree changes to reflect the new
connection. If authentication fails, see your system administrator. Your

Removing an OLAP cube connection from a workspace 21
4. Add a new crosstab or chart component to the analysis window.
You can now add data from the new connection to the new component.
Note:
You cannot add data from the new connection to a component that already
contains data from another connection.
Related Topics
Removing an OLAP cube connection

from a workspace
On the Data tab, you can remove OLAP data source connections from your
workspace.
To remove a data source connection from a workspace

1. In the connections area on the Data tab, select the connection you want
to remove from your workspace.
2.
Click Remove Connection.
Alternatively, you can right-click the connection on the Data tab, and
choose Remove.
If any objects currently use that connection, a warning message appears.

To confirm that those objects will be discarded, and the connection
removed, click Yes.
Related Topics

Re-establishing a disabled connection

Re-establishing a disabled connection

Connections in your Voyager workspaces can be disabled for several
reasons:
• You cancel the connection logon dialog box deliberately.
• Authentication fails with the credentials you provided. For example, the
password you provided does not match the password stored in the Central
Management Console.
• Authentication fails for reasons that are beyond your control. For example,
the OLAP server has been restarted, disconnected from the database,
or shut down for maintenance.
If any of your connections are disabled, Voyager does not execute the queries
that are based on the disabled connections. The disabled connections still
appear in the active connections list, but are unavailable. Crosstab and chart
components that are linked to disabled connections display messages that
describe why the connections are disabled, and provide hyperlinks for
attempting to re-establish the connections.
You can re-establish disabled connections in two ways:

• Click the reconnection hyperlink within a crosstab or chart object.
• Select the disabled connection on the Data tab and reconnect.

Defining a default connection 21
To re-establish a connection by clicking a hyperlink

within an object
1. Click the Click here to connect to the data source hyperlink within a
crosstab or chart object.
2. If required, enter your logon credentials.
To re-establish a connection from the Data tab

1. Select the disabled connection from the list on the Data tab.
A "Click here to connect to the data source" hyperlink is displayed on the
Data tab.
2. Click the link and enter your logon credentials if required.
Alternatively, you can right-click the disabled connection on the Data tab,
click Reconnect, and enter your logon credentials if required.
Related Topics
Defining a default connection

If you create several workspaces using the same connection, you may want
to define a default connection that will be added to all new workspaces you
create. You define the default connection on the Preferences page in
InfoView.
To define the default Voyager connection

1. In InfoView, click Preferences.
2. Expand the Voyager Client section and select a default connection from
the list.

Defining a default connection
The connection list is populated with all Voyager connections defined by

your system administrator.

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Index
100% stacked bar and column charts 67, 263
3D column charts 69, 263
B
A bar charts 65, 66, 67, 263
blank cells 275
active slice member, definition of 157 box plot charts 73, 263
Add to Columns button 244 bubble charts 74, 263
Add to Rows button 244 properties 83
Add to Slice button 244 BusinessObjects Enterprise 17
adding buttons. See toolbar 236
a chart 35, 59, 263
a crosstab 37, 263
a data connection 309
C
data 42 calculations
data to charts 61 adding to crosstab 257
queries 247, 248 adding, editing, and deleting 139
aggregate storage, Essbase 226 arithmetic 138
aggregates 132, 262 basic 138
alias tables, Essbase 226, 232, 240 custom 140
analysis window 236, 237 mathematical 140, 145
analysis window, definition 28 overview 132
application toolbar. See toolbar 252 statistical 140
arithmetic calculations 145 time-based 140
ascending sort 102, 258 visual totals 132, 262
associate universe with connection 195 captions 89, 298
Attribute Calculations dimension 230 modifying page 177
attribute dimensions, Essbase 226, 227, 228 captions and names 97, 271, 282
authentication 32 categories, definition 279
automatically removed sorts, filters, and ranks category dimensions 279
113 Category Label property 289
autosave 180, 182 Category Scale property 289
averages 132 Category Scale Symbol property 289
axes 54, 267 Central Management Console 17
axis, definition 28 changing dimensions. See swapping
dimensions 154

Index
characteristic variables, SAP 215 charts (continued)

characteristics, SAP 220, 221 styles 80, 287
chart, definition 28 title bar 285
charts 58, 236 with large data sets 76, 286
100% stacked bar or column 67 child members 92
3D column 69 clustered bar and column charts 65, 263
adding data to 61 CMC. see Central Management Console 17
adding to page 35, 59, 263 color, applying to cells 118, 261
axis labels 83 colors, chart 79
bar 65 column axis, definition 267
box plot 73 column charts 65, 66, 67, 69, 263
bubble 74 column dimensions 265
captions 286 column members 265
chart graphic 285 column width 276
chart types 63, 76 columns in print output 202
colors 79, 287 columns, resizing 172
column 65 Comments property 276, 289
customizing 77 comparing changes 163
data types 287 components
defining queries in 62 connecting 52, 247
dimension panel 82, 280 copying 163
displaying parent members 81 moving 247
displaying visual totals 81 connecting components to queries 52, 247
drop zones 281 connecting to OLAP data 308
font 80 connection, definition 28
hide range slider 283 connections 240, 308
hierarchical labels 82 adding 240, 309
legend 82 associate with universe 195
line 70 changing 310
modifying queries 63 data 238
name and comments 79 default 313
overview scroll bar 283 disabled 312
paging 283 removing 240, 311
pie 71 copying a component 163, 256
pie chart slice properties 84 counts 132, 262
properties 77, 249, 287 Create Favorite Group button 244
radar 75 creating a new workspace 28, 32
range slider 76, 283 crosstab 236, 267
reference 279 adding to page 37, 263
scatter 72 buttons 274
scrolling 76, 283 changing column width 172
stacked bar or column 66 changing row height 172

Index
crosstab (continued) default connection 313

data format 170 default variables, SAP 214
definition 28 defining queries 42
dimension panel 270 definitions 28, 267, 279
filtering data 106, 260 deleting 35
grid 272 a chart 257, 279
pivoting 154 a crosstab 257, 265
properties 249, 275 a data connection 311
ranking data 109, 260 dimensions 155
reference 265 members 93
title bar 269 queries 53, 248
Crystal reports 194 descending sort 102, 258
csv file, exporting data to 190 dimension panel 265, 270, 279, 280
cube connections. see connections 308 dimension tables 206
cubes 22 dimension, definition 22, 28
changing to different 310 dimensions 242, 265, 267
sample connections 32 attribute 228
currency variables, SAP 219 description of 24
custom aggregate 246 in Microsoft SQL Server 2005 and 2008 206
custom calculations 140 nesting 50, 155
customizing charts 77 removing 155, 271
customizing crosstabs 275 selecting members 88, 297
slice 267
swapping 154, 262, 274
D disabled connections 312
data disconnecting components 52
adding 42 display folders 206
adding to charts 61 Display Formatted Cell Values property 276
displaying in crosstab 267 Display NULL Values As property 276
filtering 106, 260 displaying data in the crosstab 267
ranking 109, 260 distributing Voyager workspaces 180, 183
sorting 258 drill through 161, 194
data connections. see connections 308 exporting data from 162
data cube, illustration of 22 relational data viewer 162
data series drilling down 157
definition 279 expanding a parent member 158, 159, 160
dimension 279 focusing on children 160
Data Series Label property 289 drilling up 159, 160
data source collapsing members 159, 160
changing to different 310 displaying parent members 160
Data tab 42, 46, 238 drop zone 35, 42, 46, 54, 155, 164, 237,
decimal places 170 270, 272, 281

Index
drop zones, definition 267, 279 G

dynamic time series, Essbase 226, 231
global exception highlighting 121, 275
graphs. See charts 58
E green or red exception highlighting 124
editing charts 77 grid, crosstab 272
email 184, 185 groups of members. See favorite groups 96,
empty cells 275 244
Essbase. See Oracle Hyperion Essbase data
sources 226, 227 H
Excel, exporting data to 190, 254
exceptions, highlighting. See highlighting headings in print output 202
exceptions 118 help, online 265
expanded drill 157 hidden hierarchies, SAP 219
exporting data hidden sorts, filters, and ranks 112, 262
to .csv file 190 Hide Labels Less Than property 289
to Excel 190 hiding members 93
to Microsoft Excel or .csv file 254 hiding tab panel 253
hierarchies, in Microsoft SQL Server 2005 and
2008 206
F hierarchy 24, 242
fact dimension, definition 28 hierarchy node variables, SAP 215
fact tables 206 hierarchy variables, SAP 216
favorite groups 96, 242, 244 highlighting exceptions 121, 261
filter and rank combined 113 adding a range 126
filter and sort combined 113 changing a range 127
filter editor dialog box 304 changing colors 128
filtering data 106 deleting a range 127
clearing a filter 108 global 123
multiple filters 108 hot and cold 125
using the toolbar button 260 overview 118
filters, removing 109 red and green 124
filters, sorts, and ranks 262 removing highlighting 128
focused drill 157 reversing colors 128
Font property 289 row and column 122
font, chart 80 traffic light 124
fonts in print output 202 using the toolbar button 261
formatting 170 hot and cold exception highlighting 120, 125
data in the crosstab 170
using the toolbar button 261 I
formula variables, SAP 218
icons 272

Index
inactivity timeout 180, 182 Member Selector (continued)

inbox, InfoView 184 deselecting members 95
indenting members in print output 202 Display Mode button 300
InfoView 17, 32 functions 297
inserting a chart 263 parent names 98
inserting a crosstab 263 reference 296
Return to Member List button 303
searching for members 89, 301
K Select Level button 300
key date variables, SAP 218 selecting individual members with 88, 297
key figures dimension 242 selecting members by level 91
key figures, SAP 220, 296 selecting parent, child, or sibling members
92
Show Parent button 301
L Show Selected Members button 300
showing only selected members 97
large data sets 286 Start Search button 301
leaf member 242 toolbar 298
line charts 70, 263 using with SAP 211
linked components 54, 58 member sets. See favorite groups 96, 244
linking components to queries 52 member, definition 22, 28
linking to Web Intelligence or Crystal reports members 242, 297
194 calculated 257
linking, reports using openDocument 187 hiding 93
parent names 98
M row and column 88
selecting 296
main window 237 metadata explorer 42, 46, 86, 236, 242, 244
maintaining hierarchies in sorts 258 metadata explorer, definition 28
mandatory variables, SAP 213 MetaRead permissions, Essbase 226
Manually Edit Chart Labels property 289 Microsoft SQL Server 2005 and 2008 206
mathematical calculations 140 hierarchies 208
maximize component 35, 164 modifying the slice of data 157
measure formatting 261 moving average calculations 151
measure groups 206 moving components in the analysis window 164
measure, definition 28 moving components to other queries 52
measures 296 multiple structures, SAP 220
changing 93
measures dimension 242, 269, 285
measures drop zone 272
N
Member Selector 28, 86 Name property 276, 289
Deselect All button 299 names and captions 97, 271, 282

Index
negative numbers 170 percentage, number format 170

nested dimensions 46, 50, 155 period to date calculations 151
changing order of 156 period-to-date, Essbase 231
creating 155 personalized variables, SAP 214
null values, excluding 114, 275 perspectives 206
number formatting 170 pie charts 71, 263
properties 84
pivoting the crosstab 154, 262, 267, 274
O printing 198, 254
OLAP (Online Analytical Processing) 22 charts 201
OLAP server, connecting to 308 crosstabs 200
OLTP (Online Transaction Processing) 22 options 202
online help 265 raw data 199
openDocument 187 to PDF 198
opening a workspace 28 prior period calculations 150
opening existing workspaces 186 Properties tab 249
optional variables, SAP 213 public folder 183
Oracle Hyperion Essbase data sources publishing 17, 183
aggregate storage 226
alias tables Q
searching captions 234
setting active table 233 queries 42
Attribute Calculations dimension 230 adding 49, 247
attribute dimensions 227, 242 complex 50
Dynamic Time Series defining 34, 42
in calculations 232 defining using a chart 62
MetaRead permissions 226 deleting 53
explained 54
linking components 52
P modifying 46
page tabs 236 new 52
pages 176 undefined 49
adding and deleting 176 query, definition 28
renaming 177
paging control 236 R
Palette property 289
parallel period calculations 150 radar charts 75, 263
parent member 92, 242 ragged hierarchies 222
parent names 98 range slider 76
PDF file, creating 198 rank and filter combined 113
percent stacked bar or column charts 67 rank and sort combined 113
percentage calculations 148 rank calculations 152

Index
rank editor dialog box 303 SAP 220

ranking data 109, 260 characteristics 220, 221
clearing a rank 111 hidden hierarchies 219
multiple ranks 111 key figures 220
ranks, filters, and sorts 262 logging on 210
reconnecting 312 multiple structures 220
red and green exception highlighting 119, 124 restricted key figures 219
redo 256 set variables dialog box 305
relational data 161 string properties 221
relational table viewer 162 structures 219
Remove Favorite Group button 244 variables 210, 214, 240
removing 311 saving workspaces 180, 182, 183, 253
a data connection 311 scaling values 170
a filter 108 scatter charts 72, 263
a rank 111 properties 83
a sort 106 scientific, number format 170
crosstabs or charts 257 scrolling through charts 76, 283
dimensions 155, 271, 282 searching for members 89, 301
members 93 selecting all data cells 275
queries 248 selecting members 86, 88, 296
renaming pages 177 by level 91
reorienting the crosstab 267 deselecting 95
repeated headings in print output 202 parent, child, or sibling 92
report linking using openDocument 187 sending Voyager workspaces to others 184,
reports, linking to 194 185
resizing columns 172 server, number format 170
resizing components 164 server. See OLAP server 308
resizing rows 172 session timeout 180, 182
restore component size 35 set variables (SAP) 305
restore tab panel 253 Set Variables dialog box 211
restricted key figures, SAP 219 sets of members. See favorite groups 96, 244
restrictions, MetaRead permissions 226 shades of red and green exception highlighting
reversing exception highlighting colors 128 119, 124
row axis, definition 267 sharing Voyager workspaces 183, 184, 185
row dimension 265 sharing Voyager workspaces using
row height 276 openDocument 187
row member 265 Show Dimension Panel property 289
rows, resizing 172 Show Hierarchical Labeling property 289
Show Legend property 289
Show Parents property 289
S Show Visual Totals property 289
sample cubes 32 sibling members 92

Index
Size Measure property 289 tab panel (continued)

slice 22 reference 238
slice axis, definition 267 terms and definitions 28
slice dimensions 265, 267, 279 text wrapping 276
changing the slice 157 thousands separator 170
multiple members 246 time dimension 242
slice member 94 time-based calculations 140, 149
slice, definition 28, 54, 94 timeout 180, 182
sort and filter combined 113 title bar 265, 269, 279, 285
sort and rank combined 113 toggle tab panel 253
sorting data 102 toolbar 236
clearing a sort 106 Calculation button 257
using the toolbar button 258 chart buttons 263
within hierarchies 104 Copy button 256
sorts, automatically removed 113 Crosstab button 263
sorts, filters, and ranks 262 Delete button 257
SQL Server 2005 and 2008. See Microsoft SQL Display Member Settings button 262
Server 2005 and 2008 206 Exception Highlighting button 261
stacked bar and column charts 66, 263 Export button 254
stacked dimensions. See nested dimensions Filter button 260
155 Formatting Measures button 261
statistical calculations 140 Help button 265
string properties 221 overview 252
Structure tab 49, 247 Paste button 256
structures, SAP 219 Print button 254
Style property 289 Rank button 260
summaries 132 redo button 256
summary calculations 146 reference 252
sums 132, 262 Save button 253
Suppress NULL Values property 276, 289 Select All Cells button 275
suppressing null values 275 Sort button 258
swap axis 154, 274 Suppression button 275
swapping dimensions 154 Swap Axis button 262, 274
containing sorts, filters, or ranks 113 undo button 255
description of 262, 274 View Tab Panel button 253
using the toolbar button 262, 274 Visual Totals button 262
toolbar, Member Selector 298
tooltips 278
T totals. See visual totals 132, 262
tab panel 236 traffic light exception highlighting 119, 124
definition 28
hiding and restoring 253

Index
U wildcards 301
workspace, definition 28
unbalanced hierarchies 222 workspaces 28
undo 255 creating new 28, 32
undo/redo 167 distributing 180, 183
universe, associate with connection 195 exporting to Microsoft Excel or .csv file 254
URL syntax for openDocument 187 opening 28, 186
printing 198, 254
reference 236
V saving 180, 182, 183, 253
Value Label property 289 sending to others 184, 185
Value Scale property 289 sharing using openDocument 187
Value Scale Symbol property 289 wrapping text 276
variables, SAP 210, 211, 214, 240
variance and standard deviation calculations X
147
view tab panel 253 X Axis Measure property 289
visual totals 132, 262
changing 136
displaying 81
Y
on charts 138 Y Axis Measure property 289
removing 136
with filtered data 137
with nested dimensions 137 Z
zeros 275
W
Web Intelligence reports 194

Index

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BusinessObjects Voyager User's

BusinessObjects Voyager XI 3.1

Chapter 2 Understanding OLAP 21

Chapter 3 Getting Started with BusinessObjects Voyager 27

Chapter 4 Using Queries to Analyze Cube Data 41

BusinessObjects Voyager User's Guide 3

Linking a component to a different query...................................................52

Chapter 5 Using Charts to Visualize Data 57

4 BusinessObjects Voyager User's Guide

Pie chart labels.....................................................................................84

Chapter 6 Selecting Members to Display in Crosstabs and Charts 85

Chapter 7 Sorting, Filtering, and Ranking Data 101

BusinessObjects Voyager User's Guide 5

Chapter 8 Highlighting Exceptions in Data 117

6 BusinessObjects Voyager User's Guide

To change the highlight color of a range............................................128

Chapter 9 Defining Calculations 131

Chapter 10 Exploring Different Views of Your Data 153

BusinessObjects Voyager User's Guide 7

Chapter 11 Formatting Crosstab Data 169

Chapter 12 Using Pages in the Workspace 175

8 BusinessObjects Voyager User's Guide

Modifying page captions..........................................................................177

Chapter 13 Saving and Sharing Voyager Workspaces 179

Chapter 14 Exporting Data to Microsoft Excel or Comma-Separated-Values (.csv)

Chapter 15 Linking to reports 193

Chapter 16 Printing 197

BusinessObjects Voyager User's Guide 9

Print raw data...........................................................................................199

Chapter 18 Using Voyager with SAP 209

10 BusinessObjects Voyager User's Guide

Attribute Calculations dimension........................................................230

Chapter 20 User Interface Reference 235

BusinessObjects Voyager User's Guide 11

Display Member Settings button........................................................262

Chapter 21 Connecting to OLAP data sources 307

12 BusinessObjects Voyager User's Guide

Viewing OLAP data in the workspace................................................309

Appendix A Get More Help 315

BusinessObjects Voyager User's Guide 13

14 BusinessObjects Voyager User's Guide

About this guide

What is BusinessObjects Voyager?

Voyager is intuitive and easy to use, while providing unique analysis

Voyager is accessed from BusinessObjects InfoView in a web browser. All

16 BusinessObjects Voyager User's Guide

Voyager integration with BusinessObjects Enterprise

Voyager works within the InfoView portal of BusinessObjects Enterprise, and

BusinessObjects Voyager User's Guide 17

Publishing Voyager workspaces to the Web

About the documentation set

Voyager Administrator's Guide

Voyager User's Guide

Voyager Online Help

18 BusinessObjects Voyager User's Guide

Who should read this guide?

The Voyager documentation system is tailored to the specific needs of the

BusinessObjects Voyager User's Guide 19

20 BusinessObjects Voyager User's Guide

Online Transaction Processing (OLTP) applications are used to query this

Although relational databases hold data in a one-dimensional format—one

Online Analytical Processing (OLAP) applications are designed from the