FileNet P8 Case Analyzer, Version 5.2.1            

Use 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 Case 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—Case Load, Case in Progress, Task Load, Task in Progress, 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 are accessing more than one Case Analyzer Engine, you can also include the server as part of the name.
      • OLAP provider: Microsoft OLE DB Provider for Analysis Services 9.0.
        Note: If the Microsoft OLE DB Provider for Analysis Services 9.0 options are not available, you must download them from the Microsoft Web site. For SQL Server 2005, download and install Microsoft SQL Server 2005 Analysis Services 9.0 OLE DB Provider.
      • Click the Connect button. In the Multidimensional Connection window, select Analysis server, and enter the name of the server where the Case Analyzer database is located in the Server box. . Click Next. Select your OLAP database name from the list of databases, and click Finish.
        Note: If the connection fails, see your Case 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 Case Analyzer Engine.
  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.

    Pivottable and pivotchart wizard layout

  8. Click OK when done laying out your chart, and 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.


Last updated: October 2015
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