Dynamic Reports_Managing Precedence

Use Precedence in Report Sets to control which definitions (line types, data formats, formulas, calculations) win at the cell intersection of Row and Column sets in Dynamic Reports. By default, Row precedence applies when a report uses Report Sets.

Set Column and Row Precedence

1. Go to Reports.

2. Open a Dynamic Report that uses Report Sets.

3. Double‑click the Column Set (or Row Set) used in the report to edit.

4. On the line you want to affect, set Precedence to Column to override row settings (or set to Row to keep row precedence).

5. Save the Report Set.

6. Run the Dynamic Report to see the changes.

Control What Your Formatting Applies To

1. Go to Reports and open your Report‑set‑based Dynamic Report.

2. Double‑click the Row Set or Column Set to edit.

3. On the target line, set Apply On to one of:

   • Header – format headers only

   • Data – format data only

   • Header + Data – same format for both

   • Separate Header & Data – different formats for header vs. data

4. Format in the right place:

   • Use the Line tab for header formatting.

   • Use the Data tab for data formatting.

5. Save the Report Set.

6. Run the report.

Troubleshooting Checklist

Percentages show incorrectly

• On the line with the percentage formula, set Precedence (column N) to the desired option (Row or Column).

Formatting doesn’t appear as expected

• On that line, adjust Precedence (column N).

• Also check Apply On (column M) and set to Header or Data to match your intent.

How Precedence Resolves in Reports

When both Row and Column define something for the same cell, the “Result” below is applied:

Tip: A “Hierarchy Member” line refers to a member‑level formatting rule in a Row or Column set.

Precedence with Other Report Features

Conditional Formatting (column R)

• Rule: Conditional formats are applied on Column Sets and take precedence over Rows.

• Practical outcomes:

  • If only the Column Set has conditional formatting, it applies.

  • If both Row and Column Sets have conditional formatting, the Column’s conditional format wins.

Page Breaks (column O)

• If configured on Row or Column, the page break applies to that artifact.

• If configured on both, the page break applies to both.

Excel Formulas & Formula Exceptions (in Report Sets)

• If formulas/formula exceptions exist on both Row and Column, Column takes precedence at the intersection.

Mixed Definitions (MDX lines, Excel formulas, formula exceptions)

• In combinations of Row‑vs‑Column definitions (e.g., Row MDX vs Column Excel formula), Column takes precedence.