Technique to localize reports

StatusIN PROGRESS
Stakeholders
Outcome
Due date2014/03/25
OwnerMike Kinney (Deactivated) 

Background

Must balance need to keep two different work books synchronized with need for two languages.

The basic strategy is to create a parameter called "Language" and when it is "en" we use English and when it is "pt" we use Portuguese.  This parameter can only be used in formulas.  The table below gives guidance to the main items that need to localized and the best known method.

Notes:

A Measure alias is global to an entire workbook.  This causes a problem when we want simple field names (BCG, Polio) to describe a column because the entire table is labeled Stock-Out's or Coverage.  To get around this, add a space (or two or three) to the end of the alias.  Yes, it's a hack, but it does work.

Item
Technique
Dimension Names Brute force - Edit dimension name.
Measures and Calculated Fields Brute force - Edit alias.  Note: The alias title is displayed so if multiple calculated fields need to be displayed with the same name, append a space (or 2 or 3...) to it.
Tool TipsCalculated field works using same technique as Worksheet Titles.  Will be time consuming, but only done once.  We should minimize these.
Axis Titles

Brute force - right click on axis, Edit Axis, Update Title field.

Worksheet Titles

 Calculated field works.  On worksheet do the following:

  1. Create Custom Calculated Field - example below.  Name it "Label - Title -" and then the string it contains.
    case [Language]
        when "en" then "Health Units Visited and Data Reported"
        when "pt" then "Portugues version of above"
        else "Health Units Visited and Data Reported"
     end
  2. Drag the field created above onto the tooltip button in the Marks tray.
  3. Right click on it deselect "Include in tooltip"
  4. Edit the sheet title and insert the ATTR() for the field created above.
Row Titles

Calculated field works using same general technique as Worksheet Titles.  Except naming convention is "Label - Row -" and you drag the custom field to the Rows tray.

Dashboard Titles & TextBrute force - simply edit them.  This includes any static fields on the any dashboard (headers, footers, etc.)
 Legends

Two techniques depending how the data we're graphing is created.

  1. Brute force - right click and edit alias.
  2. Modify calculated field - The Delivery Intervals graphs creates names that it then counts.  This formula could be modified for both languages using the same technique as Worksheet Titles. 
 FiltersBrute force.  Right click - Edit Title.
Specific Fields

There are a few fields that use calculations to determine the string that presented.  These need to be edited to include the language logic:

  1. FacilityVisitsReportDS
    1. Visit Interval 
  2. Refrigerator Data Source:
    1. Current Problem
    2. Problem Between VisitsÂ