7G. OLAP Reporting

OnTrax Timesheets provides OLAP (On Line Analytical Processing) reporting capabilities. These reporting features allow for multiple filters and combinations on how data is extracted and viewed. Data columns can be selected and unselected by choosing an arrow next to the column header. After selecting the appropriate data fields, columns automatically populate. You can also use OLAP to report on "Units of Measure" for materials tracking or productivity (see "Reporting On Units of Measure With OLAP" Below)

To build custom reports using OLAP:

Go to the reporting area that you would like. (User, Projects, or Budgets)

After the screen loads select the OLAP Reporting button

Now the screen will re-populate with three sections of fields you can select for reporting.

Select the "+" to expand the columns, then choose the check box(s) next to the information you would like included in your report. Select cells, set the orientation to row,column or page, apply average or percentage if required. Next, select at least one field in the measures section to be reported on.

 Then select your filter values (projects, budgets, users) in the left hand margin and set your date range. The report generated should appear as seen below:

Selecting the drop down list at the top of any column allows filtering as desired.

If you notice in the report above- all the data fields for sorts and filters appear to the left of the actual numeric column. This can be reconfigured. OLAP reporting allows you to take a data field from the left and drag and drop it over the top of the numeric columns. If we drag Item type over the numeric column you can see how the data presentation has changed using drill-across functionality.

You can move fields around, sort and present the information in any form you would like. After configuring the information into the correct format, use the upper portion of the screen to print a report, export the file to Excel and utilize all of the functions Excel offers. You may also produce a HTML file.

Reporting On Units of Measure With OLAP

OLAP also features the ability to sort by units of measure. Units of measure are set as a filter in the OLAP Reporting Project Reports area. You can use the units as criteria for reporting dollar amounts, associated with the type of units. Select units of measure as sort criteria and in the Transaction data field selection, then in the measures section, select “Actual posting - Posted quantity”.  This will give you the units of measure and how many units were used or produced. You can also select user filters in the report filter process, to see which users the units are attributed too.

Billable Hours to Non Billable Hours

You can use the OLAP reporting to run billable and non billable hour reports for different purposes. Sort by users/ projects Ect. It's easy. Set the Billable non Billable selection for a row on your report and the information to sort by as columns on your report.

Saving and reusing reports

After a report has been created, save the report by putting in a name in the New Report ID field.  Put in a meaningful description.  Choose the Save New Report Button.  After the first report has been saved, you may choose it from the list of Saved Reports. By choosing "Display all Users Reports" you will see all reports in the system, not just your developed (and saved) reports.  

You may also delete select reports by highlighting the report and choosing the Delete Selected Report.  

To Access All Saved Reports In The System -  Display all user reports will refresh the screen with all saved reports in the system. This will allow you to choose from others reports that have been saved.

To Export a file to Excel or HTML

After your report has been created select the parameters in the upper area above the reporting grid. You can include totals, include colors, expand and collapse fields below by selecting "+" or "-" signs. Select the export type - (HTML or Excel). You will be shown the path that the file will be saved too.