
Basic Concepts Brio 2002
Copyright © 2002, Brio Software Page 3
User Navigation Control
How much control do you want your user to have in navigating through these
charts, pivots and reports? You might want to control how users can drill in the
chart or pivot. Will they use drill anywhere or a pre-defined drill path? Can they
drill into further detail? Do you want to provide double-click incremental
drilling in your charts?
If you want to exercise even more control over your users, then you might want
to embed these items in an EIS or Report section and hide the original charts and
pivots altogether. Embedded items need to be designed slightly differently than
items that will be directly manipulated by the user.
Do you want to use an EIS section to limit the value choices a user can select, or
to provide a customized limit interface? You may need to make slight
modifications to the way you build your query sections to support that design.
What do you need for the Trip?
Remember you are taking your users on a data journey. Like any good trip, you
need to make sure you “pack” everything you’ll need. Once you have figured
out the general usage plan for your reports, you need to analyze the specific BQY
requirements to produce those results. Several specific areas you should consider
are covered here.
Data Requirements
To produce the right charts and pivots, you obviously need the right data to start
with. Unfortunately, data sources in the real world don’t always provide the data
in the format it is needed. You may need to manipulate the data in some way.
This manipulation can be performed in Brio itself, but at times may best be
performed in the database itself. Other times, you may have several different
ways of grabbing the right data and need to analyze the costs and benefits of
each approach.
Raw versus “Crafted” Data
One highly overlooked area is the power to manipulate the local data cache that
resides in the Results section. Many difficult analysis tasks are eased when you
take the raw data and craft it into a more useable form in the Results or Table
section.
Creating reusable “components”
You may find yourself creating the same computed items over and over in your
pivots, charts and reports. Try creating them once… in the Results or Table
section. They are then available throughout the entire Brio document. You can do
the same thing in the Query section as well. Creating computed items in the
Query section adds the ability to use any of the functions available from your
database.
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