Working with Static Report Set

Overview

A Static Report is 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 this icon to reload the report.

• Save - Click this icon to save the report.

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

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

• Remove Rows - Enter the number of rows to delete and click this icon to remove rows from the grid.

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

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

• Copy - Click this icon to copy existing rows.

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

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

  Note:

  If you select multiple source cells, the format on the first selected cell is copied and applied.

  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." To learn more, click here.

More Options

Click the More icon to add lines and rules and perform grid actions. The below mentioned options are available.

Add Lines & Rules

Single Dimension - Select 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 this option to show or hide gridlines.

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

• Show/Hide Row Header - Select this option to show or hide the row header.

• Show/Hide Column Header - Select this option to show or hide the column header.

• Show/Hide Formula Bar - Select this option to show or hide the formula bar.

• Show Excel only Formula / Show All Formulas - Select this option to display only Excel formulas or all formulas.

Output

• Print - Select this option to print the Report Set.

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

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

Show/Hide/Re-arrange Columns

Click the settings icon to open the Show/Hide/Re-arrange Columns pane. These settings allow you to show, 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, Line Type, Name, Rule, and Formula/Rule cannot be rearranged.

Grid Actions

The following actions are available on the report grid:

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 - Provides 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 entering Excel formulas for a line. Formulas are entered in Column F of the report set.

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

Copy

Right-click on the grid and select Copy to copy the highlighted cell.

Paste

Right-click on the grid and select Paste to paste the copied cell.

Insert Copied Rows

Right-click on the grid and select Insert Copied Row(s) to insert copied rows.

Add / Edit Rule

The Add or Edit option is available when the Reference Account line type is selected. Click to open the Add Rule or Edit Rule dialog box. Select the Single, Multiple, or Advanced tabs 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 configured Options dropdown list.

• Options - The dropdown 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

  • All Children - All children without selected members

  • 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 dropdown 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

The following limitations are applicable:

• 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 dropdown 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

Select this to build a rule for a particular scenario. Drag and drop required Members and Functions to the Rule Builder pane.