Insert Data

1. The data tree in the Insertable Objects pane uses folders and dimensions to organize related data. Let's start by adding years and staff names.

In the Insertable Objects pane, click the plus sign (+) next to Years to expand it.

2. Adding data to the rows in the crosstab involves dragging an item from the Insertable Objects pane to the Rows area.

Click Years and watch as it is dragged to the Rows area in the crosstab.

3. Now let's add columns to the crosstab. For our analysis, we must add all the items in the staff name level.

Expand the Staff dimension and then the Penelope Tamrine dimension.

3. Now let's add columns to the crosstab. For our analysis, we must add all the items in the staff name level.

Click Else Mörike (right-click in the product), click Insert all items (Staff name), and click As Columns.

4. After you create the rows and columns in the crosstab, you add the measures in which you are interested.

In the Insertable Objects pane, click the minus sign (-) next to Years to collapse it. Expand Measures, click Quantity sold, and watch as it is dragged to the Measure area in the crosstab.

5. There are more columns than rows, so let’s swap the rows and columns by using the swap command.

Click the swap button

on the toolbar.

6. You can change the number of items that appear in the crosstab. To help you manage large sets of data, Analysis Studio shows you only the first few rows or columns of data and summarizes the remaining values in the More subtotal. Let’s change the number of visible items for staff name from five to ten.

In the crosstab, click More and then click 10.

7. In Analysis Studio, you can nest data to see another level of detail. To see what quantity of products was sold by each sales person, let’s nest Staff name within Product.

In the Insertable Objects pane, click Products and watch as it is dragged to the crosstab.

8. Because staff name by products didn’t provide the answers you were looking for, you decide to examine how staff by sales territory are performing. You can replace any data in any part of the crosstab by dragging in new data. Let’s replace Products with Sales Territory.

Expand the Sales Territory folder, click the Sales Territory dimension, and watch as it is dragged to replace Products.

9. Now that your data is in the crosstab, let’s sort the information. We are interested in 2006, so let’s sort on this column.

In the 2006 column heading, click the area around the 2006 label to select the column. (Tip: In Analysis Studio, when you click the label name, you drill down.) Click the sort button

on the toolbar and then click Descending.

10. Analysis Studio uses sets, which are collections of similar data from a single hierarchy. You manipulate data by applying actions to sets. You can sort, filter and nest sets. You can also save custom sets and view subtotals for your sets. Let's add a subtotal for the set of sales people that are visible on the screen.

Under Rows, click Staff name to select the set, click the subtotals button

on the toolbar, and click Visible Items.

In this lesson, you learned how to create a crosstab; how to swap, nest, replace, and sort data; and how to change the number of visible items.

Click Welcome in the upper-right corner to return to the list of lessons, or try one of the steps again.