Introducing Web Intelligence
Creating a Web Intelligence Document
Filtering Data Using Query Filters - Basic Concepts
Filtering Data Using Query Filters - Advanced Concepts
Designing Documents to Display Data
Designing Documents to Analyze Data
Highlighting Data in a Document
Formatting the Different Elements in a Document
Working with Formulas and Variables
Adding Interactivity to a Document

Organizing a Report into Sections

Objective

After completing this lesson, you will be able to structure a report by identifying key sections and organizing content logically in a Web Intelligence document.

Section

A section helps you organize and display data in a clear way in your reports.

When you create a section, it divides your data into parts based on a particular dimension or attribute. This helps you focus on certain groups of data and makes large reports easier to read by breaking them into smaller parts.

Each section has its own header. The related data appears below the header, which makes it easier for you to review and understand the information.

The advantages of sections are as follows:

  • You can include more than one block from the same micro cube in a single report. Each block is grouped by section.
  • You can add subtotal cells to each section by dragging and dropping them.
Three separate tables for 2023, 2024, and 2025 each have a sum (Σ) symbol beside them and a highlighted year label above.

Add a Section

To create a section, right-click to open the context menu and select Set as Section.

A context menu with Set as Section is used on the 2023 row, splitting the table into separate sections for 2023 and 2024 data.

A Comparison Between Breaks and Sections

Watch the video to analyze the differences between sections and breaks.

Report Data Fold and Unfold

The Fold and Unfold features help you manage and view large data sets in your reports:

  • Fold: This action collapses sections or breaks in your data. You can then focus on the summary or key figures. This reduces clutter in our report and makes it easier to navigate.
  • Unfold: This action expands the folded sections or breaks and shows the detailed data. Use this when you want to review specific parts of your data.

Activate the Fold/Unfold mode

To activate Fold/Unfold mode, use the Display section of the Main toolbar.

The Fold/Unfold option is selected in the menu, enabling expansion or collapse of yearly sales data in the table.

Let's Summarize What You've Learned

  • Organize your report data by creating sections based on specific dimensions or attributes.
  • Use sections to group your data, add subtotals, and improve how easy your report is to read.
  • Note the difference between sections, which use separate headers, and breaks, which split data within a block.
  • Use Fold and Unfold to switch between summary and detailed views of your data.

Organize a Report into Sections

Business Example

Your manager asks you to create a report that is organized so that the data is easier to read, interpret, and navigate for the report consumer.