brio basics+

Worldwide Consolidated Accounting –Ed Janeczko

© 2008 IBM Corporation

Brio Basics+

An Overview from an End User Perspective

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Worldwide Consolidated Accounting – Ed Janeczko

BRIO Basics+ © 2008 IBM Corporation

What is Brio 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 password

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Table of Contents

1. Getting started2. Modifying your query3. Joins4. Additional Limits5. Computed Items6. Pivot section7. Report section8. Saving your outcome9. Hints and tips10. Union Queries in Brio11. Using QMF Tables or Importing Excel Files12. Subqueries in Brio13. Importing QMF Queries into Brio14. Using ‘Local Results’ in Brio15. Using the EIS Section

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1. Getting Started

Start BRIO Explorer– Go to Start All Programs Brio Brio Enterprise Explorer– Open the OCE file

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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1. The Brio Interface

You should now have a screen that looks like this.

– Brio is a typical Windows application:

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

Main Contents Pane

Tables Pane

Sections Pane

Standard Toolbar

Menu BarFormat Toolbar

Status Bar

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You should now have a page that is similar to the screen to the left

(sans arrows).

1. Drag and Drop

1. 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.

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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 you’re pulling.

“Toggle” request, sort, limit by clicking here

From the tool bar click Process.

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1. Running that first query - Results

Results– After following the previous

steps and hitting Process you’ve run a simple query that grabbed all the PRODUCT_ID values within the PRODUCTS table.

Return to query

Number of rows

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2. Changing your query

After returning to the query landscape:

– Drag PRODUCT_FAMILY and PRODUCT_CATEGORY to the Request line.

– DragPRODUCT_CATEGORY to the Limit line.

The Limit line will prompt you for action.

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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

We will stick with the default of =Equal and set the value to “ABC”.

Click OK.Drop down boxEnter desired

value here

From the tool bar click Process.

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2. Running the new query

Something go wrong?– The requested data

elements were returned; however, no values are present.

That means there are no Product Categories named “ABC”.

– Click the Query tab in the Sections pane.

Click here to returnto the query

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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!

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

Show Values

As with any Windows application, hold the Ctrl key or the shift key to choose multiple (or consecutive)

element values.

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More on Limits – Load from TXT File

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Now your PRODID limit contains the values from the

TXT File

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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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3. Getting complex

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.

Auto Join

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3. Joins

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. Types of Joins

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The Auto-Join Option 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.

2

1

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More on Joins – Data Model Options

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More on Joins – Data Model Options – Set all joined topics

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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

Drag to the Limit line:– From SALES_FACT

DAY_ID– Select 366 through 375.– Click OK.

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3. Adding a Sort to the Query

Adding a Sort– Drag the

STATE_PROVINCE from the STORES table to the Sort line.It won’t let you do it! This is Brio’s way of ensuring you sort only on what you’ve selected in the query.

– Instead, drag STATE_PROVINCE from the Request line.

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More on Sorting – Query vs Results

Notice the Sort in the

QueryNotice no Sort in the

Results

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3. Custom SQL

1) Click View from the tool bar; then click Custom SQL

from the drop down to view the querythat has been created.

2) Click Close when done

3) Click Process from the tool bar

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3. Your Results Your “local” results– Once you have the data returned

from the query, it is “in” your local computer, much like a spread sheet would be.

You can sort data individually, you can change the sequence of the columns, hide and duplicate rows, etc… All of this without re-running the query.

Right click is your friend– To modify an item, left click to

select it – the item will turn black. Then right click the item - the right click menu contains all the options available to you.

– select the total table, click on the highlighter on the left, up end of the table

– e.g. you can activate text wrap (the text will appear on two or more row’s instead of one)

Results section highlighted

Tables you have access to is nowchanged to the “columns”

created by your query

Data on your ThinkPad

Highlighter for the total Result table

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Some Examples of Report Options

Right Click is your friend– When modifying your report,

many of the options you want to do will be via the ‘right click’

Place the pointer over the AMOUNT_SALES columns and right click; then click ‘Grand Total’

– A pop-up window will ask what to ‘sum’ on: Click ‘Amount Sales’

– Go to the bottom of the report

Right Click

Left Click

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The Grand Total

As with a spread sheet, or a QMF Query, you can simply add a grand total to the bottom of a report

Grand Total

“Getting to the Bottom”

Right Click and Choose“Grand Total”

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Break Totals

Break Totals– In the ‘Every Break In’

choose ‘STATE_PROVINCE’

– Select ‘SUM’– In the ‘Add Total To’ choose

‘AMOUNT_SALES’– Click “OK”

Every Break In

Sum

Add Total To

Right Click and Choose“Break Total”

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4. More Advanced Queries: Query Properties

Back in the Query section: – As with a QMF query, you

can also select only different rows with a Brio query. To do this,

go to the Query menu and choose Query Options. Then you will be presented with a pop-up box as shown in the picture to the left. Check Return Unique Rows. This equates the Select Distinct statement in QMF.

Set time limit to 30 minutes

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4. More Advanced Queries: Variable Limits

When creating queries for team members, the same query may be used; but different people on the team may need to query different values. As in QMF, you can add PROMPTS to a Brio Query.

1) Click Day Id to highlight.Click the little arrow,

then choose Var.

2) Now click Process.The user will be asked tosupply the desired value

for Day Id.

3) Click Cancel; then click the Var button again to clear the

prompt request.

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4. More Advanced Queries: “AND/OR” Statements

From the Sales_Fact table, drag Store Id to the Limit line: When prompted, enter the number 4; click the green checkmark, then enter the number 10. Again, click the green checkmark. Ensure both are “highlighted”.

Click OK.

Click the checkmark to recognize the value(s)

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4. More Advanced Queries: AND/OR Toggle

Holding the pointer over Store Id, the “hover” should show “4,10”.

AND automatically appears between Day Id and Store Id. By clicking the AND button, you will toggle between AND and OR.

The values you chose

Click here to toggle

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4. More Advanced Queries: Brackets

Brackets in a query are as necessary as brackets in algebra.

As an example, let’s look for activity from a specific Store Id or on a specific Product Id during the chosen Day Id.

– Drag Product Id to the Limit line. Choose products 5 through 15.

– Toggle the AND between Store Id and Product Id to OR.

As written, the results from this query are unpredictable.

The logic is “questionable”

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4. More Advanced Queries: Brackets

Click once on Store Id, hold the shift key, and click on Product Id (this will select both elements).

Hitting the “()” button will place brackets around the selected data elements.

This query will now provide predictable results.

Click Process.Brackets Toggle

Brackets

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5. Adding Computed Items

Return to the query section– Go to the Limit line and

select both Store Id and Product Id,

– Right click on the elements and choose Remove.

– Rerun the query The sections pane will

change to results. Computed Items

– Select one of the columns.– Right click, then choose and

left click Add Computed Item.

Pop-up from right click; choose ‘Add Computed Item’

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5. Computed Item

1) Type in the name of the column:Average Sales

2) Click Reference and chooseAmount Sales

Click OK

3) Click on “/”

4) Click Reference (again) and chooseUnit SalesClick OK

Basic Algebra

5) Click OK

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5. Results from Computed Item

A new column has been placed at the far right of your report.

The results within this column is the Amount Sales / Unit Sales as defined in the previous chart.

You can change the background color of the column heading to differentiate between database and self-created columns. To do this, click on the column title, then right click and choose Background.

New Column

(You may need to move the screen over)

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5. Formatting Columns The Computed Item column is

simply math between the two columns that were specified when setting the column up.

The results are calculated out to the default number of decimals.

To insert a fixed text in a Computed Item, enter the text in ‘…’

To change the format, choose the entire column (by left clicking at the top of the column),

then right click anywhere in the column

– and choose Number.

Left click here to highlight the entire column

Choose Number

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5. More Formatting Columns

Simply choose how you would like to see the results represented.

– Choose Currency.– Then choose the number of

decimals from the possibilities offered.

You can also choose the font you wish to use, colors, alignments etc…

Currency and $ with 2 decimals

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5. Grouping Not to be confused with the

“grouping” that is done in a QMF query.

– Grouping in this case will take a series (or string) of values and assign a specific value to them.

For example, you can assign the value of Small, Medium or Large to a subset of Product IDs.

– be aware by creating a grouping column, because of new values which are not relate to the groups, go to options and define what will happen with this values, otherwise BRIO set it default to 0

Select the Product IDcolumn; then right click

and chooseAdd Grouping Column.

Options: to define

what happen with ungroup values

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5. Creating the Group Names

Once you clicked Add Grouping Column you will be presented with a pane that will allow you to assign values to a “group”.

– Click New Group.– Enter Small.– Then choose 1-99 for the values.– Then hit the arrow to move the

chosen items from the Available Values column to the Items in Group column.

– Repeat this process for Medium, setting the values 100-199; and the balance into group name Large.

Before you hit OK the Available Values column should be empty.

Click here New Group

Enter this valuewhen prompted

Choose 1-99

Once you’ve defined the values to be usedin the group, hit this arrow BEFORE

you hit “OK”.

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That first Chart

As you drag and drop each data element into the X and Y Axis, the chart will be built.

Your ‘default’ chart will be a bar chart.

There are different styles of charts available.

We will be using a ‘pie’ chart for this exercise.

THIS CAN BE COPIED TO POWERPOINT

Click the dropdown

Choose ‘Pie’

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Customizing the Chart

There are many things you can do with a chart once created; many of the capabilities are similar to Freelance or PowerPoint.

The first thing is to stay organized. So, under sections, double click the Chart bar; you’ll be prompted to enter a new name. DO NOT just change the name within the chart. There is no ‘link’ from the chart to the section for Chart.

By clicking once on any section of the Pie chart, the section will be highlighted. Right Click for a pop-up menu of choices. Including:

– Drill Down; – Changing Color– Pulling out a slice of the Pie

Experiment here, there are lots of ways to customize the chart!

Double ClickAnd Change the name

Click Once to ‘highlight’;Then right-click for these

Options

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Changing the Chart

Once you’ve created a chart (in this case, you’ve already created a pie chart) you may change the format by simply clicking the pull down menu and choosing a new chart type.

Pull Down Menu

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6. A quick view of Pivot

Pivot– Allows additional analytical

flexibility in a spreadsheet format.

Choose Insert from the tool bar, then choose New Pivot.

You’ll be presented with a blank landscape with a list of available data elements and locations to drag and drop.

Pull Down MenuInsert

Choose New Pivot

Data Elements-------

Label and Fact placement

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6. Creating the Pivot

Start by dragging:– STATE_PROVINCE to

Side Labels,– AVERAGE_SALES to the

Facts box,– STORE_TYPE to the Top

Labels. The above will provide a

spreadsheet-like presentation of your chosen results.Pivot Handles

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6. Pivot in Motion

By clicking on, and holding a “pivot handle” you can now change this chart by dragging, for example, the top row to the side column (note dotted line).

THE CAN BE EXPORTED TO EXCEL AS A SPREADSHEET

Click and hold here and drag down to the side

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6. Drill Down on the Pivot

What you see here is the result of dragging the top row to the side column.

Once this is complete, single click on New York (to select) and then right click for options.

– Choose Drill Anywhere, then choose Store Name.

– To get back to your starting point, choose a Store name from your results, right click, and Drill Up.

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6. Drilling Up When you perform a Drill up,

remember that you must choose the “column” that resulted from you Drill down.

You can also drill down the Store Name for the entire column. To do this, click on the white label at the bottom of the State Province column – the column will turn black. Then right click and choose Drill anywhere Store Name.

With focus on items you can display only this specific rows. To cancel this focus click right and choose show hidden items.

The store nameis the result from

the drill down: choose this to drill back up.

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6. Adding Totals

To add totals, click on the white label at the bottom of the State Province column. Then right click and choose Add Totals.

Right click

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6. Adding Subtotals

A total appears at the bottom of the State Province column.

Again, click on the white label at the bottom of the Store Name column, then right click and select Add Totals.

Grand Total

“Getting to the Bottom”

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6. Adding Subtotals Subtotals – one total for each

state province – will appear. You can change the font,

colors, alignment etc. of the total fields. If you want to change the background color of the total fields, click first on one of the total fields and then on the Fill color icon from the tool bar.

To change the background color of the whole row, hold the Alt key (to highlight the whole row) and left click simultaneously, then click on the Fill color icon.

To activate the top and side labels go to format and corner labels

You can also activate or cut off the date labels via Format, Data Labels

Fill Color

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6. Adding Heading and Footer

To add a heading or footing text to your Pivot go to Insert, Page header or Page footer

In this box you can insert your own text in ‘…’ or you can insert same specific things via the hot buttons, like the actual date, time or file label

Go to Print preview to see your new heading or footing text

Hot Buttons

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7. Creating a Report

To insert a Report section, click New Report on the Insert menu.

– The Content pane will show blank tabular columns.

Reports are created by dragging items from Catalog pane to the Report Outliner.

– If the Outliner is not visible, turn it on by clicking on Groups and Table on the Section title bar.

Drag– State Province to the Report

Group Outliner,

1

3

2

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7. Inserting a Report Header / Footer

– Store Type and Group of Product Id to the Table Dimensions box,

– Amount Sales, Unit Sales and Average Sales to the Table facts.

The report header/footer prints on the very first/last page of the report only. To insert a report header or footer,

– check Section Boundaries on the Report menu to display header/body/footer regions.

– On the Report menu, choose Headers and Footers, and click either Report Header or Report Footer.

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7. Inserting a Page Header / Footer

– Click anywhere within the report header/footer boundaries.

– From the Catalog pane, select information that you want to appear in the header/footer and drag it to the header/footer area. You can insert a text label, an empty field, page number, date&time etc. For this example, drag the Amount Sales field from the Results folder to the report footer – it will appear as a Grand Total.

The page header or footer contains information that you want to appear on every page. You can insert a page header or footer in the exact same manner as a report header or footer.

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7. Format of the Report design

To point out multiple rows with different background colours, select one column, check the format menue, border and background, check the box with alternate with and choose a colour and which lines should point out

To give the individual titels accurate names, click left on the titel and add under Data Function your appendix in ‘...‘ +, e.g. Add ‘State Province‘ + to the data function line, after left click on California

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8. Exporting Your Results to *.xls

Once your report is created (remember, this is on your client!), it is easy to download into Microsoft’s Excel.

– Simply click File, scroll down to Export and then Section.

– Sections can be exported to Excel (*.xls), Lotus 1-2-3 (*.wks), Tab Delimited Text (*.txt), HTML (*.htm) and Comma Delimited (*.csv).

File - Export - Section

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8. Saving your Download

As with any standard Windows program you will be presented with a pop-up box where you will be prompted to enter a name for your data. The default qualifier is *.xls.

To work with your report at a later date, you can also save it to your hard drive as a *.bqy file. To save the space on your hard drive, go to File Save Options and check Compress Documents before saving.

Pop-up box

Default file type of *.xls

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9. Hints and tips – Table names

Full Names of Tables: – Tables in the Catalog pane appear without the

high level qualifier, HLQ (FIRCA, FIRCC, FIRCL). Since the user have access to data within one of these HLQs, it is important to see them in order to pull the right table from the Catalog pane. To add the HLQs to the table names, right click on Tables and select Full Names.

Changing the physical name of the table:– In case you have pulled the table with the

incorrect HLQ or you need the prior year version of your table, you can get the „right“ table by editing the physical name. To do this, right click on the table name and select Properties.

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9. Hints and tips – Before processing

Saving: Always save your query regularly, especially before processing. Compressing files: Always save your files as compressed. It will take

longer to open and save them, but it will save space on your hard drive. To save your files always in this way, go to Tools Options Program Options and check the Compress all documents box. To save your file as compressed, select File Save Options Compress Document.

Estimating Query Size: This function returns you very quickly the number of rows that will be pulled by the query. If the query size is too large or the query will return 0 rows (and you expect data to be returned), you can change your settings without having to wait for the query.

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9. Hints and tips – Cancelling queries

Cancelling queries– If the query is taking too long, or you realize you have forgotten to include

something then you can cancel it. To do so, press the ALT and the END keys simultaneously. This may not have an immediate effect but the query will stop once the data is being sent back to BRIO.

How do you know BRIO is processing a query?– BRIO indicates that it is trying to connect to the data source by the words

‘Waiting for Server’ appearing in the bottom left hand corner of the screen. Once BRIO has connected and is retrieving data this message will change to ‘Retrieving Rows (Alt-End to cancel)’. This means that the query has run within DB2, and the data is being sent back across the network. If you have requested the data to be sorted or are reprocessing a query which has a sort or a calculation in the data model then the messages ‘Sorting’ or ‘Calculating’ will be shown. When the query has finished the Results screen will appear automatically.

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9. Hints and tips – Changing the OCE File

Select Tools from the menu bar and then Connection > Modify. If you are already logged on to a connection then it is this connection that will be modified. If you are not logged on, you will be asked to select a connection file from the default Open Catalogue Extensions folder;

Once the relevant connection file is selected, a Database Connection Wizard dialogue box will appear. The setting in the first screen should read ODBC and DB2. Click Next to continue:

Now you will be shown a screen which has the Default User ID stored, together with the Host (EUHADBM0 – this is the connection you set up in the DB2 connect program). Type in the User ID’s password, and click on Next;

Now you will be asked if you want to use the current connection, or use a different connection. If you want to change you can do it now, or press Next to continue if you are already using the correct connection;

You will see a screen with Custom… in the top box. Click Next again; Finally you will come to the relevant screen. You should see three large boxes

with the word ‘Define…’ in each. Click on the box next to Owner Name.

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You will be presented with a dialogue box similar to the one below, containing a list of the creators already available – these should include FIRCA, FIRCC, FIRCD, FIRCL, FIRPA, FIRPC, FIRPD and FIRPL. This means that when you click on the + symbol next to the word Tables in the Table catalogue, you will only see those tables beginning with one of the listed HLQ’s. To add your own ID (or anyone else’s for that matter) enter the ID in the box next to the green tick, and then click on the green tick button;

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• You should be able to see your entry in the list if you scroll through it. However, you will notice that only the new ID is highlighted. Click on the Select All button to highlight all entries and click on the OK button.

• Keep clicking on the Next button on the following screens until the Finish button becomes available, then click on Finish.

• You will be asked if you want to save your OCE file. Select Yes, and either replace the old file or change the file to a new name if you wish.

Now check that the new tables have been added when you click on the + key inthe table catalogue.This may not work for a query file which is already open in BRIO. If not, try closing the file and re-opening it before trying again.

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10. Union Queries in Brio ......

SELECT MAJ, A.MINOR, DEPTNUM, ACCTMO, ACCTDESC, SUM(AMTLOC) AMTLOC FROM LRPCC.USDETAIL_CM_D A, FIWCU.ACCOUNT_R B WHERE STREAM_ID = 'US' AND CTY='897' AND LC = '00' AND TOLI = 'L' AND MAJ = '624' AND DEPTNUM LIKE 'C%' AND MAJ=MAJOR AND A.MINOR=B.MINOR GROUP BY MAJ, A.MINOR, DEPTNUM, ACCTMO, ACCTDESC UNION ALL SELECT MAJ, A.MINOR, DEPTNUM, ACCTMO, ACCTDESC, SUM(AMTLOC) AMTLOC FROM LRPCC.USDETAIL_PM_D A, FIWCU.ACCOUNT_R B WHERE STREAM_ID = 'US' AND CTY = '897' AND LC = '00' AND TOLI = 'L' AND MAJ = '624' AND DEPTNUM LIKE 'C%' AND MAJ=MAJOR AND A.MINOR=B.MINOR GROUP BY MAJ, A.MINOR, DEPTNUM, ACCTMO, ACCTDESC ORDER BY 1,2,3,4

This is what the query looks like in QMF ………..

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10. Union Queries in Brio ......This is what the query looks like in Brio …

USUS 897

897

00

00

LL624

624 Begins with

‘C’

Begins with ‘C’

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10. Union Queries in Brio ......

Because

of the LOVE

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10. Union Queries in Brio ......This is what the report (pivot) looks like in Brio …

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11. Using QMF Tables or Importing Excel Files

Save data in QMF and use that table in Brio.Make sure you update your Connection …Tools -> Connection -> Modify -> Update ‘Owner Name’ with your TSO

ID

Import Excel Spreadsheets and TXT Files. File Import Data File Select Data File

• Remove all CHAR lines after the headings before the data columns when using egjj.sendlotus.

• Save an Excel Spreadsheet as an .csv file in order to import into Brio properly.

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12. Subquery in Brio ...Lets Start with a Base Query

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12. Subquery in Brio ...Double-click on Day-id in the Periods Table and click Advanced button

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12. Subquery in Brio ...Now click on the Create SubQuery button

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12. Subquery in Brio ...Move Day id to the Request Line from Sales Fact Table and

right click and choose Max

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12. Subquery in Brio ...Go back to the Main Query and double-click on Day id on Limit Line

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12. Subquery in Brio ...Here are your Results .....

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13. Importing QMF Queries into BrioCut and Paste a QMF query into a .SQL file on your C Drive

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13. Importing QMF Queries into BrioOpen Brio: click File -> Import Data File -> SQL -> Open your File

Step 1 Step 2

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13. Importing QMF Queries into BrioNow your QMF query is in Brio, double-click on each column in the Request

Line and rename and select the correct properties and click Process …

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13. Importing QMF Queries into BrioHere is your data … created by a Pivot …

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14. Using ‘Local Results’ in Brio

Create a query to get some reference data …

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14. Using ‘Local Results’ in Brio

Now let’s create our Detail query using the ‘Local Results’ just returned …

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14. Using ‘Local Results’ in BrioHere are your Results … with a Computed Col

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More on Computed ItemThe ability to use conditional statements (if,then) can help you add more dimensionto your work. As you can see from the first example, with amount fields. I have results from a UNION query which has multiple amount fields from our Hyperion Journal databases. I want to create a column for those records where theLedger Indicator is 'L'.

- Right mouse click, select add computed item, name the new column.- Click the 'if' button - if ( ) { } - place your cursor inside the first bracket, click Reference, select the Ledger_Ind field.- Click OK- Click the == button (which means equal), type 'L‘. - Place your cursor inside the second bracket, click Reference, select the L_2007 amt field – current year Hyperion Journal DB.- Click OK- Click the 'else' button - else { } - please the cursor inside the bracket, click Reference, select the CY2007_OB_Var field – CY OBAL DB.- Click OK

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More on Computed Item

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More on Computed Item

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15. Using the EIS Section

The Executive Information Section (EIS)

• Creates Snapshots of the other Brio Sections …

• Pivots• Charts• Tables

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15. Using the EIS SectionNow let’s create our EIS Section … click on Insert -> New EIS -> creates JPEG