Microsoft Office Tutorials and References
In Depth Information
Chapter 12: Business Intelligence Solutions
Report Libraries
Report libraries are a special type of document library that is optimized for reports and dashboards. The
report library in the Report Center comes with a number of default views, content types, and columns.
There is also a report viewer page. The following discussion shows all of these in action.
Content types are Office SharePoint features that allow you to group default metadata, templates, and
information-management policies (for example, expiration policies, auditing settings, and workflows)
as a specific content type. You can then associate that content type with any document library and,
whenever and wherever an item of that type is created it abides by all those settings. This enables you to
manage certain things such as policies not just hierarchically within your site, but also across sites, by content
type. The Report Center template includes two content types: reports and dashboards. They are pretty
basic in that they only include default metadata and a template. Nonetheless, they are useful, and you
try them out in the following sections.
Report History
The primary difference between a regular document library and a report library is the concept of report
histories . These are different from a document version history, which is also available in report libraries.
Typically, a report is based on data that updates regularly (such as a monthly sales report or weekly
inventory report). The report history feature lets you save each generation of such a report. You can then
use the report versions (either major, or major and minor) to manage versions of the actual report
definition or structure. In the case of a weekly inventory report, a copy of the report with each week’s
inventory numbers is created and stored as a report history. If you change the underlying report to include a
new analysis, for example, you create a new major version of that report.
Try It Out Working with Report Histories
To work with a report history, follow these steps:
1.
Open a browser to the home page of the Report Center site you just created.
2.
Click the link to go to the reports library created for you, Reports, in the left navigation menu.
3.
On the Reports Library page, create a new report by selecting Report from the New drop-down
menu on the toolbar, as shown in Figure 12-3.
4.
Name the report Weekly Sales Report .
5.
Select the Save To Report History option.
6.
Enter a valid e-mail address for the Owner.
7.
Your page should look like the one in Figure 12-4. Click OK at the bottom of the page to create
the report.
8.
Back in the report library, select Edit In Microsoft Office Excel from the drop-down menu next to
the newly created report’s name.
9.
In Excel Client, enter week 1 sales numbers in cell A1 and save the report.
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