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Function documentationCommon Report and Input Schedule Features Locate this document in the navigation structure

 

There are several common features available in both reports and input schedules.

Features

The following table describes some of the basic tasks you can perform in reports and input schedules:

Task

Description

Set workbook options

You can set behavior options on an active report or input schedule in the Workbook Options dialog box.

See Workbook Options.

Change the current view

The current view represents the dimension members displayed. You can change any variable members in the current view. See Current View.

Drill down on members

The drill-down function allows you to drill down on member data within dimensions. See Drill Down.

Refresh

You can refresh your reports and input schedules to retrieve current data from the database. See Refresh Report Data.

Worksheet dimension lock options

You can set dimension locks on a schedule. The locked dimension members display in the action pane as not editable. See Dimension Locks.

Park and Go

You can lock and unlock the current view, or both the current view and data, in an input schedule. See Park N Go.

Insert functions

You can insert functions to build formulas. See Functions Reference.

Note Note

When you use a template that removes schedules, you can insert functions only into EvDRE reports.

End of the note.

Add and view comments

You can add or view text comments in your schedule. See Comments.

Insert Dashboard

Allows you to embed an Xcelsius SWF file into an Excel workbook. The Xcelsius document is based on the current view. If you change the current view, the Xcelsius document is updated. If you embed an Xcelsius document in any other way through an Excel function, it is not based on the current view.

Toggle Edit Mode

Allows you to resize an Xcelsius SWF file frame once it has been inserted into an Excel workbook.

Special formatting

If you want to apply special formatting to read-only cells, cells that are ready for input, or changed cells, you can use the FormatRange option in EvDRE. For example, for calculated cells, you can set the USE formatting option to LOCK (then lock those cells through native Excel), to prevent the user from changing calculated cells. See Format Ranges.

Activities

Create a report or input schedule by using an existing template, report, or schedule, or by using an empty workbook. You can open a template from the template library, or create a new EvDRE report or schedule. For more information, see EvDRE Builder, Dynamic Report and Input Schedule Templates, or Drag and Drop Reporting.