ReportBuilder Assistant Examples

Modified on Thu, Jul 24 at 6:14 PM

Here are some ReportBuilder Examples and the reports that the ReportBuilder Assistant creates.

Budget vs. Actual Comparison

Prompt: Show me YTD budget and YTD actuals and compare the two.

Try on your own: Compare my current year budget to next year's budget.

Things to consider: Does it work better if you use the budget names? Do you have a Planner/Dashboard budget set.

Row Grouping Options

Prompt: Show me YTD budget and YTD actuals and compare the two while showing me only the parent rows of my Departments. (Note: Department is a dimensions in the example system - use an appropriate dimension in your system)

Try on your own: Ask the ReportBuilder to show you just two levels of a dimension that includes 3 levels of parent/child relationships.

Things to consider: What dimensions in your system have multiple parent/child levels?

Filtering Options:

Prompt: Please show me a comparison between this year's budget and actuals with the filter of my General Location.

Try on your own: Ask the ReportBuilder to filter to a reporting group on a row or column.

Things to consider: Are you using Reporting Groups?