Working with Static Report Set

Overview

A Static Report can be created by defining each line item within the Report Set. Static Report Sets typically include header lines, Excel lines, reference account lines, and row title lines.

Top Menu Options

The top menu options for creating or editing a static report set are:

• Reload - Click the Refresh icon to reload the report.

• Save - Click the Save icon to save the report.

• Save As - Click the Save As icon to make a duplicate report and change its name.

• Add Rows - Enter the number of rows to add and click the Add Rows icon to add rows to the grid.

• Remove Rows - Enter the number of rows to delete and click the Remove Rows icon.

• Move Row Up - Click the Move Row Up icon to move the selected rows within the grid.

• Move Row Down - Click the Move Row Down icon to move the selected rows within the grid.

• Copy - Click the Copy icon to copy existing rows.

• Paste - Click the Paste icon to paste the selected rows.

• Format Painter - Click the Format Painter icon to copy the format of a selected cell and paste the format to other cells. The text and data format is copied from the source to the target cell.

  Note:

  The Format Painter icon is disabled when you select multiple source cells.

  The format can be copied and pasted to all cells, Report Set lines, including row and column headers, merged lines, and Excel formulas. Data formatting can also be copied and pasted to a Report Set line only. The format is retained when saving, running, refreshing, using Save As, copying, or exporting a Report Set.

Format

Click the Format icon to open a pane for formatting grid lines and data and adding conditions like "equal to" or "not equal to."

More Options

Click the More icon to add lines and rules and perform the following grid actions:

Add Lines & Rules

• Single Dimension - Select this option to add multiple lines and rules at once from a single dimension. Choose the required dimension member from the Add Lines & Rules window. This allows bulk uploading of Report Set lines from a dimension into a Report Set.

Grid Actions

• Gridlines On/Off - Select to show or hide gridlines.

• Freeze On/Off - Select to turn freeze on or off.

• Show/Hide Row Header - Select to show or hide the row header. This option is available only for the Modern Static Report Set.

• Show/Hide Column Header - Select to show or hide the column header. This option is available only for the Modern Static Report Set.

• Show/Hide Formula Bar - Select to show or hide the formula bar. This option is available only for the Modern Static Report Set.

• Show Excel only Formula / Show All Formulas - Select to display only Excel formulas or all formulas. This option is available only for the Modern Static Report Set.

Output

• Print - Select to print the Report Set.

• Print Setup - Select to apply print settings based on your requirements.

• Export to Excel - Select to export the Report Set to Excel.

Show/Hide/Re-arrange Columns

Select the Show/Hide/Re-arrange Columns icon to display, hide, and rearrange the columns according to specific requirements. A column can be dragged and dropped to reorder in the Show/Hide/Re-arrange Columns drop-down list. The column settings are retained when the Report Set is accessed again and when exporting a Report Set to Excel.

Note:

The first four columns in the grid cannot be rearranged.

Enable Modern Features

Select this toggle button to convert the Classic Report Set to Modern, and all the new features will be displayed in the Report Set.

Note:

The Classic features cannot be reverted to once the Modern features are enabled. The new features will be applied to Dynamic Reports created using the Report Set with Modern Features enabled.

Grid Actions

Perform the following actions:

Change Line Type

Select the required cell under the Line Type column in the grid and the following options available:

• Reference Account - Maps the selected line to a dimension member.

• Header - Header lines provide a visual space within a report.

• Row Title - Allows for the data commonly found in Column A of a report to be relocated to a different column.

• Excel - Allows you to enter Excel formulas for the line. Formulas are entered in Column F of the report set.

• Variance - Work in conjunction with Column K of the report set to show Favorable/Unfavorable variances.

  

Copy

Select this to copy the selected cell.

Paste

Select this to paste the copied cell.

Insert Copied Rows

Select this to insert copied rows.

Add / Edit Rule

Clicking Add or Edit in the Rule column to open the Add Rule or Edit Rule window. Select the Single, Multiple, or Advanced tab based on requirements. Single or multiple members from the selected dimension can be added, along with the actual rule itself.

The selected options in a Report Set are dynamically applied at Dynamic Report run time, rather than adding members to Report Set lines only during setup. This ensures that any new members added to the hierarchy are pulled dynamically, without requiring changes to the Report Set definitions. This applies to Main, Alternate, Attribute, and Attribute Hierarchies, as well as Substitution (Standard and Derived) Variables, when used within the Single-dimension rule in a Report Set.

Single Tab

Select to add a single dimension to the Report Set. The following fields are available only on the Single tab:

• Suppress Indents

  Select this check box to remove indents from the output for the selected member(s), children, all children, the selected member(s) plus the children, the selected member(s) plus all children, leaves, the selected member(s) plus leaves, or the selected member(s) plus the parents.

• Options

  The drop-down list is enabled only when a single rollup member is selected in the rule. The following options are available in the drop-down list:

  • Selected - Members in the tree, as selected by the user. This is the default value.

  • Children - Immediate children of members, as selected by the user

  • Selected + Children - Selected members, and their immediate children

  • Selected + All Children - Selected members, and all levels of children under them

  • Leaves - Leaf members at all levels under the selected members

  • Selected + Leaves - Selected members, and their leaf members, at all levels.

  • Selected + Parents - Selected members, and their immediate parents.

  • The following options are available only for the Time dimension:  

    • Year

    • Quarter

    • Month

    • Trailing

    • Total - Trailing

      Note:

      The Options drop-down list is enabled only when selecting a single dimension in the rule and a single roll-up member within the single-dimension rule.

Display Parents Last

Select this check box to display the parent member at the bottom of the hierarchy. This check box is available for the Selected + Children, Selected + All Children, Selected + Leaves, and Selected + Parents options. If the check box is selected, the parent member will be displayed at the bottom of the hierarchy.

Limitations

• When you copy and paste a rule line using the keyboard, the selected Options are not retained. If you edit the rule, the Edit Rule window opens in the Advanced tab.

• When you define the Excel formula on a rule, the member is displayed in Dynamic Reports only when you select Selected + Children, Selected + All Children, Selected + Leaves, and Selected + Parents from the Options drop-down list.

• When you add a conditional format on a line regarding another line, the Report Set rule with the following Options is not supported:

  • Children

  • All Children

  • Leaves

  • Year

  • Quarter

  • Month

  • Trailing

  • Total - Trailing

Multiple Tab

Select this to add multiple dimensions to the Report Set. You can add a report set line as a combination of members from multiple dimensions. In a multiple dimension Report Set line, the dimension on which the Report Set is being created is mandatory.

Advanced Tab

The Advanced tab allows you to select Members and Functions for a particular scenario, and then build a rule for them by dragging them to the Rule Builder pane.