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Worldwide Consolidated Accounting Ed Janeczko

Brio Basics+

An Overview from an End User Perspective

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

What is Brio 2

Brio is a Desktop Application Brio is Microsoft Excel with SQL behind it Brio has similar function as Microsoft Access Create Spreadsheets from Results and/or Pivots Break Totals and Grand Totals like QMF Create Categories of data columns within the Results Create Computed Items (If Then statements) Outstanding Pivot Function Drill Down in Brio Charts and Pivots Copy a Brio Chart into Microsoft PowerPoint Create BrioQuery Data Model Import Excel Spreadsheets Local Result Tables Import SQL query into Brio Use QMF Save Data Tables Using the same QMF id and passwordBRIO Basics+ 2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

Table of Contents1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.

Getting started Modifying your query Joins Additional Limits Computed Items Pivot section Report section Saving your outcome Hints and tips Union Queries in Brio Using QMF Tables or Importing Excel Files Subqueries in Brio Importing QMF Queries into Brio Using Local Results in Brio Using the EIS Section

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

1. Getting Started

Start BRIO Explorer

Go to Start All Programs Open the OCE file

Brio

Brio Enterprise Explorer

Click on Browse next to Recent Catalog Extensions Click on Open Catalog Extensions folder Select BRIO 6.0 SAMPLE 2 ADVANCED.OCE

User ID/Password Box Appears

Enter the User ID und password of the host system

In production, the user ID and password you entered would have been that of the host system. Brio does not have its own security, but Brio will enforce the security of the host application.

Handbook: Brio provides a comprehensive handbook.

For further reference, use the Help pull down menu or click the question mark from the tool bar.

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

1. The Brio Interface

You should now have a screen that looks like this.

Brio is a typical Windows application:

Format Toolbar

Menu Bar

Standard Toolbar Sections Pane

Main Contents PaneTables Pane Status Bar

Across the top is the tool bar. The large landscape in the main portion of the screen is the canvas for your work. The Sections pane (dark grey, upper left) is quick access to the work you are doing. The Tables pane is a list of tables (only those you have access to!).

All of this will be covered in later pages

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

1. Drag and Drop1.

From the Table pane, click/hold PRODUCTS and drag to the main landscape.The PRODUCT table, and its elements, are now displayed within the main landscape.

2.

From the PRODUCTS table, click/hold and drag the PRODUCT_ID to the Request line above the main landscape.

You should now have a page that is similar to the screen to the left (sans arrows).

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

1. Running that first query

Request/Sort/Limit

Request is similar to the Select statement in a QMF query - This line will hold the data elements you wish to see in your results. Sort equates to the Order by statement in a QMF query It orders the results of your query. Limit is the Where statement These are the criteria placed against the data youre pulling.

Toggle request, sort, limit by clicking here

From the tool bar click Process.

7

BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

1. Running that first query - Results

Results

Return to query

After following the previous steps and hitting Process youve run a simple query that grabbed all the PRODUCT_ID values within the PRODUCTS table.

Number of rows

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

2. Changing your query

After returning to the query landscape:

Drag PRODUCT_FAMILY and PRODUCT_CATEGORY to the Request line. Drag PRODUCT_CATEGORY to the Limit line.

The Limit line will prompt you for action.

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

2. Setting the limits

Click the pull down box for the type of limit (the default is =Equal). As with a standard QMF query, you have multiple choices:

Equal Less Than/Greater Than Between Begins with Ends with

Drop down box Enter desired value here

We will stick with the default of =Equal and set the value to ABC. Click OK. From the tool bar click Process.

10

BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

2. Running the new query

Something go wrong?

The requested data elements were returned; however, no values are present.

Click here to return to the query

That means there are no Product Categories named ABC.

Click the Query tab in the Sections pane.

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

2. Second look at the Limit box

Once back in the query landscape, double click the button within the Limit line. Click Show Values.

NOTE! These are ALL the values within the table. If you choose to do this with a multi-million row table, it will take time!

Show Values As with any Windows application, hold the Ctrl key or the shift key to choose multiple (or consecutive) element values.

Select all the A values from the drop down box and click OK; then rerun the query (click Process).

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

More on Limits Load from TXT File

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

More on Limits Load from TXT File

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

More on Limits Load from TXT File

Now your PRODID limit contains the values from the TXT File

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

2. More Results

A new query has been built. The Sections pane has changed to Results. And these results are now on your client workstation.

You can disconnect from the system and perform further analysis work on these results.

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

3. Getting complex

Auto Join

Back to the query landscape right click on the Product table and then click Remove. From the Tables pane, drag SALES_FACT and drag STORES to the query landscape. Right click on the line between the two tables, and click Properties.

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

3. Joins

Joins

Types of Joins

Default join is Simple Where the tables are joined (relationally) based on like values between the two tables. Other types of Joins Outer Left Right Override You can also right-click the line drawn between the tables and hit Remove. Then by dragging a value from one table to the other you can perform your own join.

18

BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

The Auto-Join Option

1

2

Brio automatically joins two fields from two tables if their names and data types are identical. This auto-join option is not recommended when running UNION queries with CM & PM tables. To turn it off, go to the DataModel menu (1), select Data Model Options, then the General tab. Click the Auto join tables (2) to disable the Auto-join. Now, you can create any joins manually by dragging the items from one table to the other.

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

More on Joins Data Model Options

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

More on Joins Data Model Options Set all joined topics

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

3. More on the complex query

Using the simple join (set to Equal): Drag to the Request line:

from STORES STORE_NAME STATE_PROVINCE STORE_TYPE from SALES_FACT PRODUCT_ID AMOUNT_SALES UNIT_SALES From SALES_FACT DAY_ID Select 366 through 375. Click OK.

Drag to the Limit line:

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BRIO Basics+

2008 IBM Corporation

Worldwide Consolidated Accounting Ed Janeczko

3. Adding a Sort to the Query

Adding a Sort

Drag the STATE_PROVINCE from the STORES table to the Sort line. It wont let you do it! This is Brios way of ensuring you sort only on what youve selected in the query. Instead, drag STATE_PROVINCE from the Request line.

23

BRIO Basics+

2008 IBM Corporation

Worldwide Consolidat