Dynamic Report Set Precedence
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Dynamic Report Set Precedence
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When a Dynamic Report is generated with Report Sets, a specific precedence for rows and columns is applied, as outlined in the table below. For example, if the precedence for a row is set to "column" and the precedence for a column is set to "row," the row will take precedence for any line, data format, or formulas and calculations at their intersection.
Report Precedence
The following table provides information on report precedence, detailing how rows can override columns, or vice versa.
Functionality | Report Set Settings | Precedence/Expected Behavior | |
|---|---|---|---|
Row Set | Column Set | ||
Conditional Format | Not configured | Configured | Conditional format always applied for column sets only. |
Configured | Configured | Conditional format always applied for column sets only. | |
Configured | Not configured | N/A | |
Page Break | Configured | Configured | Page break applies to both the row and column. |
Configured | Not configured | Page break applies to the row. | |
Not configured | Configured | Page break applies to the column. | |
Decimals (driven by number format) | Normal | Normal | If the number format is abs, then the format is not used on the row or column set. Decimal places configured on the row set will be applied to rows. No decimals will be applied to columns |
Normal | Absolute | Column takes precedence. Column format will be applied to columns. Row format will be applied to rows where there is no column format applied. | |
Absolute | Normal | No decimal places applied to row or column. Default decimal places will be applied to the report. | |
Absolute | Absolute | Column takes precedence. Default format applies to row and absolute format applies to column. | |
Amount Format | Normal | Normal | The format configured on the row set will be applied to the row. Default format, such as SAME, applies to the column. |
Normal | Absolute | Column takes precedence. Normal format applies to the row. Absolute format applies to the column. On overlapping cells, column takes precedence. | |
Absolute | Normal | Default format such as SAME applies to column and row. | |
Absolute | Absolute | The column takes precedence. A default format, such as SAME, applies to the row. The format configured on the column set applies to the column. | |
Number Format | Normal | Normal | Format configured on row set will be applied to row. Default format applies to column |
Normal | Absolute | Column takes precedence. Format configured on the row set applies to the row. Format configured on column set applies to column. Column takes precedence on overlapping cells. | |
Absolute | Normal | Default format (i.e. number format) applies to row and column. | |
Absolute | Absolute | Column takes precedence. Default format applies to row. Format configured on column set applies to column. | |
Solve Order | Configured | Configured | Column takes precedence. |
Configured | Not configured | Applies to row. | |
Not configured | Configured | Applies to column. | |
Dimension member referred in row/column set rules formula and the same dimension is used in the report page axis. For example, a scenario is used in the page axis as well as the row/column set rules. | Dimension member referenced in rules formula | Dimension member referenced in rules formula | Column takes precedence. Column data displayed based on the member selected in the column set rules. Row data is displayed based on the member selected in the row set rules. Column rules applied for overlapping cells. For the remaining cells, data is displayed for the dimension member selected on the page axis. |
| Dimension member referenced in rules formula | Column data is displayed based on the member referenced in the rules. For remaining cells, data is displayed for the dimension member selected on the page axis. | |
Dimension member referenced in rules formula |
| Row data is displayed based on the member referenced in the rules. For remaining cells, data is displayed for the dimension member selected on the page axis. | |
Report Set Excel Formulas | Excel formula added on row | Excel formula added on column | Column takes precedence. On column set line, the column formula is applied. On row set line, the row formula is applied. |
Formula Exceptions | Exception formula added on row | Exception formula added on column | Column takes precedence. On column set line, the column formula is applied. On row set line, the row formula is applied. |
Insert Formula | Insert formula added on row | Insert formula added on column | Formula added last takes precedence irrespective of row or column. |
Other Combinations | rules line | Excel formula | Column takes precedence. |
rules line | Formula exception | Column takes precedence. | |
rules line | Insert formula | If insert formula is added last, it takes precedence otherwise the rules formula applied takes precedence. | |
Excel formula | rules line | Column takes precedence. | |
Formula exception | rules line | Column takes precedence. | |
Insert formula | rules line | Column takes precedence. | |
Excel formula | Formula exception | Column takes precedence. | |
Excel formula | Insert formula | If insert formula is added last, it takes precedence otherwise the Excel formula applied takes precedence. | |
Formula exception | Excel formula | Column takes precedence. | |
Formula exception | Insert formula | If insert formula is added last, it takes precedence otherwise the formula exception applied takes precedence. | |
Insert formula | Insert formula | Whichever is applied last takes precedence. | |
Insert formula | Formula exception | If insert formula is added last, it takes precedence otherwise the formula exception applied takes precedence. | |
Insert formula | Excel formula | If insert formula is added last, it takes precedence otherwise the Excel formula applied takes precedence. | |
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