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    Using Other Setting in Dynamic Reports
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    Using Other Setting in Dynamic Reports

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    Comments Off

    Select this option to enable the Comment option. This option is visible on the right-click menu. A visual indicator is displayed if a comment already exists on a cell. When Comments Off is enabled, the Comment option and visual indicators for comments are removed from the Dynamic Report. The setting is retained when you Save, Save As or Copy a Dynamic Report.

    Note:
    The default is set to Comments Off in all existing and new reports

    Apply/Remove POV

    Select this option to apply or remove Point of View (POV). You can modify the page level settings to display specific dimension members. If you apply the Point of View (POV) setting to a dimension and save the report, the applied POV setting is retained when you navigate to another page or login to the application the next time.

    When you open a shared report with POV settings defined by another user, the report is displayed with the applied POV setting.

    Note:
    If you are a read-only user, you can change the POV setting while running the report, but when you navigate to another page or login to the application the next time the changes will not be saved.

    The Apply/Remove POV setting on the report is retained:

    • When you Save As or Copy a report.

    • In a Dimension based report and reports with Substitution Variables on the Page axis.

    Rank

    Rank dimension members. Select Rank to open the Rank page. For each dimension, select a top or bottom ranking, a measure and count. Ranking methods include; Top, Bottom, Top %, and Bottom %.

    Disable/Enable Drill Through

    Enable or disable Drill Through functionality. Drill through functionality provides users with the ability to view and analyze all financial, operational, capital, workforce, and transactional data from a single place. For more information, see the Dynamic Reports topic.

    Note:
    By default, Drill Through is enabled.

    Show/ Hide Notes

    Show Notes provides you with the ability to view template notes in a Dynamic Reports. Click Show Notes, a Notes column is displayed on the report and notes are displayed for each line in the report. Notes are always vertically bottom aligned like the other cells in the report.

    Repeat Labels On/Off -

    Labels in report output are for informational purposes.

    To turn Repeat Labels Off - In the Dynamic Report output screen, click the More list-box. Select Repeat Labels Off.

    To turn Repeat Labels On - In the Dynamic Report output screen, click the More list-box. Select Repeat Labels On.

    Show/ Hide Subtotals and Show/ Hide Grand Total

    You can show or hide the subtotals and grand total functionality in the Dynamic report.

    Note:
    The subtotals and grand total functionality are enabled in the More list box if Dimensions are mapped to the Row and Column axis, and more than one dimension is mapped in the Row axis.

    The subtotals are displayed at the end of each section and the grand total is displayed at the end of the report as shown in the image below.

    How to Access the Subtotals and Grand total Functionality?

    1. Click Reports and open a Dynamic Report.
    1. Click the More list box.
    1. Select Show Subtotals or Show Grand Total.

    You can change the format of subtotals and grand total if the Format button is enabled in the Dynamic Report toolbar.

    The following options are disabled when Show Subtotals or Show Grand Total is enabled:

    • The Formula Exceptions and Insert Rows / Columns options in the Formula list box is disabled. Only the existing Formula Exceptions on the Dynamic report are applied on the adjusted cells and included in the subtotal or grand total calculations. The existing Insert Rows / Columns are not visible when Show Subtotals or Show Grand Total is enabled in the report.

    • The Pivot, Sort Ascending, and Sort Descending options in the Format list box are disabled.

    Note:
    When you drill down on the report, Show Subtotals and Show Grand Total are not displayed in the Dynamic Report.
    Note:
    When Rank is applied in a Dynamic Report, the subtotal and grand total is calculated on the result set after applying Rank.
    Note:
    When properties are added to the Row or Column axis, the subtotal and grand total is calculated only for dimensions and not for properties.

    Subtotals and Grand Total are retained in the Report Collection, FPP, e-mail attachment, linked reports, PDF, and Google sheet.

    When you export a report to excel:

    • Grouping of subtotal is retained as shown in the image below.

    • Pivot and Macros are not supported if the subtotal option is enabled.

    Output

    Export to Excel

    You can export a report to excel using this functionality.

    Export to PDF

    You can export a report to PDF using this functionality.

    Print Setup

    You can print a Dynamic Report and apply the required settings from the Print Setup dialog page using this functionality.

    Header and footer information will repeat on each page of the PDF or print output. When you print a Dynamic Report, the Print Setup dialog page is displayed. On the Print Setup dialog page, select the Delete all extra Rows & Columns checkbox to remove extra data rows and columns from your Excel export. If the checkbox is not selected, the Row IDs in the Excel output match with the Row IDs within the Excel view of the report. The Delete all extra Rows & Columns setting is carried forward to Report Collection Excel outputs. Extra rows and columns are deleted or retained in the Report Collection based on the source Dynamic Report configuration.

    The row and column header are repeated in each page of a Dynamic Report by default. On the Print Setup page, you can deselect Repeat row header on each page and Repeat column header on each page.

    Note:
    Dynamic Reports exported as Google Sheets always repeat the headers in the print output irrespective of the Repeat Header configuration done in the Dynamic Report Print Setup.
    Note:
    The option to delete extra rows and columns is not applicable for Financial Package Publisher as hidden/suppressed/extra rows/columns are not displayed in Financial Package Publisher output. Your Excel output will be different if the Delete all extra Rows & Columns option is selected for existing Dynamic Reports. Macros used for Excel output need to be re-adjusted manually.
     
    Google for Work must be configured by your System Administrator in order to enable export for Google Sheets.
    Note:
    You can export Dynamic Reports in unprotected view. See, Exporting Dynamic Reports Output in Unprotected View.
    Note:
    To avoid overlapping headers with report lines when printing, the default top margin in Print Setup is set to 3.5 inches.

    Print

    You can print a Dynamic Report using this functionality.

    Send Email

    You can send a report to the selected user through e-mail.

    Ctrl+M

    Access the Rule dialog page, which displays the rule(s) used to generate the report.

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