Configuring a Tree Grid in the Report Builder

You can add a tree grid component to a report.

Before You Begin

• Build a report using a Data Cube dataset.

• To build and deploy reports, your CommCell user account requires a role with the Add Report permission and an association with the CommCell entity.

  For more information about users, permissions, and associations, see User Administration and Security - Overview.

Procedure

1. On the Web Console for the Private Metrics Reporting Server, click Reports.

   The Worldwide Dashboard appears.

2. To open a report that you already added a cube data set to:

   1. From the navigation pane, click Configuration > Reports.

   2. In the row for the report that you want to open, in the Actions column, click Edit.

3. If your report has multiple pages, click the tab for the page that you want to edit.

4. From the Visualization tab, drag Tree Grid to the Drop components to build the report box.

5. To add a hierarchical field, from the Data Sets list, drag the field into the tree grid component box.

6. To configure tree grid settings, select the tree grid, on the Properties tab, click General , and then complete the following information:

   1. In the Title box, enter a title for the tree grid component.

   2. In the ID box, type a new identifier for the data grid component.

   3. To allow users to select only one row, select the Row Selection check box.

   4. From the Visible list, select who can view the component:

      • All: To allow everyone see the component, select this option.

      • CommCell Admin: To allow only CommCell administrators see the component, select this option.

      • Tenant Admin: To allow only only tenant administrators see the component, select this option.

      • Custom: To allow users see the report based on the permissions, select this option, then in the Visible Expression box, enter a JavaScript statement.

      • For example, to allow MSP users see the component, in the Visible Expression box, enter := return cv.isMspUser.

7. To configure fields and columns, do the following:

   1. On the Properties tab, click Fields .

   2. If you want to change field settings, expand Hierarchical Field, and then complete the following:

8. Goal	Steps
   Hide aggregation on a tree node	Move the Show aggregation on tree mode toggle key to the left.
   Apply aggregation	From the Aggregation list, select the field that you want to use for aggregation.
   Hide a percentage	Move the Show percentage toggle key to the left.
   Include decimal points	Beside Decimal Points, enter a number.
   Show an icon	Move the Show icon toggle key to the right, and then do the following: From the Column list, select the field. In the Value box, enter a value.

9. If you want to change column settings, expand Columns, and then go to column_name.

   For information about how to configure columns, see Configuring Columns in the Report Builder.

10. To save this version of your report specification in the Reports Manager, at the top of the Report Builder page, click Save.

11. To make the report available to end users on the Reports page, at the top of the page, click Deploy.