Creating Worksheets

A worksheet is a grouping of, or a display of, reports and charts that provides a comprehensive overview of critical information.

Prerequisites
  • To create or edit a worksheet, users need to be assigned the Edit Worksheet task profile. Meanwhile, if they have the Edit Content of Public Folder task profile assigned to them, they can delete worksheets in the Library.

  • To allow users to create, edit, and modify input-ready reports and control data submissions from web reports, users need to be assigned the Use Input Forms and Save Data task profile.

Note
Users can always open and view any worksheet.
Features

Added content, including reports and charts, is defined as tiles of the worksheet. You can move, resize, and maximize tiles. By choosing the Edit button of each tile, you can hide either the menu bar or the scope context bar of a tile. In the reports created in a worksheet, you can add comments, set drill-through, change work status, and display by report or chart.

Every worksheet contains a global context bar at the top of the page, from which you can change the model and dimension members. This global context bar defines the default value of the context bars of all the report tiles or chart tiles sharing the same model in a worksheet. However, if you choose a different member for a dimension in the context bar of a certain report tile or chart tile, this change overwrites the default value inherited from the global context.