Skip navigation FileNet logo
Glossary  |  Help Directory  
  Process Analyzer User Guide  
  Search  |  Index  
Analyzing your workflows
Getting started
Using Process Analyzer reports
Creating your own reports
  Online Transaction Analysis Processing (OLAP) overview
  Using the Excel pivot chart wizard
  Selecting an OLAP cube
    Work in progress
    Workload
    Workflow processing time
    Queue load
    Work item processing time
Publishing your reports
   

Using the Excel pivot chart wizard

To create a report, use the Pivot Chart Wizard in Excel.

To use the Pivot Chart Wizard

  1. From the Excel Data menu, select PivotTable and PivotChart Report. This starts the wizard.
  2. In Step 1 of the Wizard, select External data source and PivotChart (with PivotTable). Click Next.
  3. In Step 2 of the Wizard, click the Get Data button.
  4. From the Choose Data Source window, select the OLAP Cubes tab.
  5. If you have not yet configured your PC for the Process Analyzer OLAP cubes, do the following. If you have configured your PC, skip to the next step.
    1. Select <New Data Source> and click OK.
    2. In the Create New Data Source window, enter:
      • Name of data source: You can use any name; however, we suggest you use the name of the cube you desire to use—Queue Load, Work In Progress, Work Item Processing, Workflow Processing, or Workload.

        TIP Enter any characters into the name field. Once you have selected a cube in this window, you can change this name to match the cube name. If you will be accessing more than one Process Analyzer server, you can also include the server as part of the name.

      • OLAP provider: Microsoft OLE DB Provider for Olap Services 8.0.

        NOTE If this option is not available, you do not have enhanced pivot table support installed with Microsoft Office. You can use the Process Analyzer Client installation to ensure that your installed version of Microsoft Office has the required enhanced pivot table support. If the enhanced pivot table support is not found, the Process Analyzer Client installation automatically installs it.

      • Click the Connect button. In the Multidimensional Connection window, select Analysis server, and enter the name of your Process Analyzer Engine in the Server box. Click Next. Select VMAE<_instancename> from the list of databases, and click Finish. (If the Process Analyzer database is a default instance, the name of the database is VMAE; if the Process Analyzer database is a named instance, the instance name is appended.)

        NOTE If the connection fails, see your Process Analyzer administrator.

      • Cube: Select the cube you want to use. Click OK.

        NOTE Do not check the Save my user ID and password in the data source definition box. Doing so allows all users who access this report to use your user ID and password information.

    3. Repeat the above two steps as needed for each OLAP cube on the Process Analyzer.
  6. Select the cube you want to use for your chart. Click OK. Click Next.
  7. In Step 3 of the Wizard, click the Layout button. This allows you to select the page, row, column, and data fields you want to view. You can use dimensions in the page, row, or column areas. You can only use measures in the data area.

  8. Click OK when done laying out your chart, then click Finish. The chart displays in your Excel spread sheet, where you can make further changes if desired. For more information about using pivot charts in Excel, see the Excel online help.

    TIP To help you identify which fields in the layout screen are dimensions and which are measures, the dimensions are listed before the measures.