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Create Worksheet

You can create a worksheet based on an existing data model to visualize your data in a grid format.

note

When only measures are placed in the Columns section, the last level of detail is aggregated. To display detailed values at the last level, you must include at least one dimension in the Columns section.

Create a worksheet

  1. Select Data Models and Views from the navigation panel.
  2. Right-click the data model you want to use and select New View from the context menu.
  3. In the Select a View dialog, select the Worksheet to open the Worksheet Settings dialog.
  4. Enter a Name for the worksheet, and configure the worksheet settings as needed for your analysis.
  5. Click Confirm to create the view.
  6. Customize the worksheet using the view organizer, content area, and properties in the Toolbar.
  7. Click Save when you're finished.

New Worksheet settings

The following settings are available in the Worksheet Settings dialog when creating a new worksheet.

SettingDescription
NameEnter a descriptive name for the worksheet. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Sample ModeEnable to open the worksheet in sample mode.
Columns in the WorksheetSelect at least one field—either a dimension, description, or measure—to include in the Columns section of the view organizer. These fields are displayed as columns in the worksheet.
Show Data in Rows Grouped by these FieldsSelect dimensions to include in the Groups section of the view organizer. These values break down the worksheet into different groupings. Selecting a field for Groups is not required to create a worksheet.
Show pivot (group of columns) for eachSelect dimensions to include in the Pivots section of the view organizer. These values pivot the worksheet layout, letting you compare data across different dimensions. Selecting a field for Pivots is not required to create a worksheet.