Creating a report while co-displaying other reports

Overview

SolveXia Analytics & Reporting provides a simple way to create powerful reports based on managed tables. With the latest BI and data visualisation techniques, you can create reports that communicate and inform effectively.

This article will guide you through the creation of a report which co-displays another report. The co-display feature is used to display multiple reports within a single screen, or to create tabs for easy switching between multiple reports. This allows an user to make quick comparisons between reports. In this example, we will use the co-display feature to display two reports side-by-side.

Before we get started

Before you start, please ensure that you have a managed table with at least one row of data. If you need help to create a managed table or to import data into a managed table, please refer to the articles below.

[message type=”warning”]For the purposes of this article we will continue to use the example from the How to create a tabular report with Drill-Through capability tutorial.[/message]

Steps

1. [highlight txt=’Create’] a new Report with the managed table used in the How to create a tabular report with Drill-Through capability tutorial.

2. At the ‘Report Data’ stage, [highlight txt=’drag’] the ‘AirlineInfo_Date’ and ‘AirlineInfo_Amount’ field from the [highlight txt=’Data Field’] pane into the [highlight txt=’Columns’] pane.

3. [highlight txt=’Aggregate’] the ‘AirlineInfo_Amount’ column.

4. Within the ‘Report Options’ pane, and under the ‘Analysis’ section, tick the [highlight txt=’select’] ‘Co-Display’ box.

5. [highlight txt=’Navigate’] to the next stage (the ‘Related Reports’ stage).

6. In the left-hand ‘Search’ pane, find the Parent report. For help on how to search for reports, see the How to create a tabular report with Drill-Through capability tutorial.

7. [highlight txt=’Drag’] the report you saved as “PARENT” into the ‘Co-Display Right’ pane.

8. [highlight txt=’Navigate’] to the ‘Preview’ stage:

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