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Pentaho Documentation

Set Report Options

In your analysis report, you can modify how blank measures display, define drill-through columns, and show or hide totals for columns and rows.

In your report, you can modify how blank measures display, define drill-through columns, and show or hide totals for columns and rows. To open the Report Options dialog box, select the More actions and options button, and then click Report Options.

Working with Rows Where the Number Cell is Blank 

Blank cells are values in your report which are null or empty. You can control how to display a blank value in a field. You can also create a few rules for when to show rows or columns containing blank values.

Set Blank Measure Display

You can control what to show when a cell contains a blank value. Analysis reports are designed to break down number fields, such as 'Sales', by text fields such as 'Product Name'. If a product did not sell, it will appear either as zero dollars or as a blank or a dash ("-"). In some reporting situations, the absence of a value could mean the same as a zero, but in other cases, zero might have a different meaning. The report calculations in the background behave differently depending on whether a value is blank or a zero. For example, when the report calculates averages, zeroes are considered whereas blanks are not.

  • To modify how blank measures display in your report, use the Blank measures display as field in the Blank Cells section of the Report Options dialog box. 

Show Rows or Columns when Measures are Blank

Pentaho will hide rows and columns when all measures in the row or column are blank. This default behavior results in the best performance because only combinations of text fields with measure data will show on the report.  

If you have rows or columns where there is no measure data, but there is calculated measure data (for example, 'YTD Sales for a Month' when no sales are recorded for the month), you can choose to show rows or columns with measure and calculated measure data. You can also select to show all columns and rows for blank measures.  Since the latter option allows you to show all combinations of text fields regardless if those field have data or not, you may want to limit the number of fields on the report when using this option.

  • To modify when to show rows or columns when all measures in the row or column are blank, select an option in the Show rows or columns with field. The options are described below.
Option Description
Measure data Select to show all rows and columns when at least one field contains measure data.
Measure and calculated measure data Select to show all rows and columns when at least one field contains either measure or calculated measure data.
Show all even blank measures Select to show all rows and columns, even when no fields contains measure or calculated measure data.

What Happens When There Is No Number Field on the Report? 

The following rules apply:

  • If there is only one text field, such as 'Product Line', but no number field on the report, then all values will be displayed. For example, all product lines will be displayed, even those that did not have data.
  • If there is more than one text field, such as 'Product Line' and 'Region', but no number field on the report, then the report will hide some values when showing rows or columns with measure and/or calculated measure data. You should not draw any conclusions from the report in this state. Instead, add a number field.

The rules above are designed to minimize the confusion which may result if an expected value does not appear, but you should also consider usability and performance when displaying every single combination of data elements.

Drill-Through Link Configuration 

To create reports based on specific aggregate data, you can implement drill-down links in your analysis report. Applying drill-through links on measures will turn all non-calculated number fields into links which, when clicked, display a configurable data grid that enables you to quickly view more details for that data point without having to reconfigure your report.

Follow the directions below to turn on drill-through linking in the Report Options dialog box.

  1. In the Cell drill-through section, select the Drill-through links on measures check box. The number fields in your report will turn into links.
  2. Click the Select drill-through columns to select the columns you want to appear.
  3. Click OK. The measure fields in your report will turn into links.

For more detailed information on drill-through link configuration, see Enable Drill-Through Links.

Options for Totals 

By default, Grand totals do not display when you view a report as a pivot table. Also, totals never display when you view a report in chart format.

Below are the options for showing and hiding grand totals for rows and columns.

Option Description
Grand totals for rows Select to display grand totals for rows in your report.
Grand totals for columns Select to display grand totals for columns in your report.
Totals with filtered values

Select to display totals which include filtered values.

By default, totals sum only the values which are visible on the report. However, you may want to see a total that includes the values that are filtered out.  Alternatively, you can also right-click the Grand Total cell on the report and select Display Totals that Include Filtered Out Values from the menu.

To hide grand totals while viewing a report as a pivot table, right-click the Grand Total cell on the report, and select Hide Grand Total from the menu. This method does not allow you to show grand totals again once it is hidden.

Freeze Column Headers and Row Labels

If you have long columns and rows of data that extend beyond the viewable area of the report window, you can freeze the column headers and row labels. When you scroll through your report, your frozen column headers and row labels always remain visible.

Below are the options for freezing identifying labels for columns and rows.

Option Description
Column headers Select to freeze the column headers in your report. The column headers will remain visible when you scroll down.
Row labels Select to freeze the row labels in your report. The row labels will remain visible when you scroll right.