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Function documentationDrag and Drop Reporting Locate this document in the navigation structure

 

Drag and drop reporting provides an alternative method for creating reports. You use the action pane to design the report structures and contents. The resulting report is based on EvDRE, so after you create the report you can modify it using the drag and drop reporting interface or the EvDRE control panel.

Note Note

We recommend that you use EvDRE Builder to use more advanced features, such as the following:

  • Options and Format ranges

  • Advanced sorting options

  • Expand by sheet function

  • Multiple EvDRE tables per sheet

By default, drag and drop reporting does not support these features.

End of the note.

Features

You can use the following screen elements to design your report:

Screen element

Description

Start Designing

Select this screen element to choose the desired dimensions, members, and other options for the columns and rows.

Dimensions list in Design Options action pane

Drag any available dimension name to either the column or row area. The system nests the dimension if one already exists on the column or row.

Include description

Select this element to include the dimension description in the grid.

Edit MemberSets

Choose the dimension for which you want to define members, then select options from the following list:

  • Add Member Lists

    To define the members for the dimension, use Member Lookup.

  • Add Member Selection Rules

    Choose from the following expansion options:

    • SELF: only the selected members

    • ALL: the selected members and dependents

    • BAS: base level of only selected members

    • DEP: only dependents of the selected members

    • BASEMEMBERS: all base members for the dimension

    • MEMBERS: all dimension members

    • NOEXPAND: only the selected members with no expansion options

  • Clear MemberSet

    Clears the members and starts over.

Set Options

Allows you to apply special formatting options to this data grid. For more information, see one of the following:

For the Microsoft version, see EvDRE Options.

For the SAP NetWeaver version, see EvDRE Options

Activities

To create a report using drag and drop, follow these steps:

  1. Select Reporting & Analysis from the Getting Started action pane in Interface for Excel.

  2. Select Build a report using drag & drop.

  3. Drag the Data Grid object to a cell in the top-left corner of an EvDRE data grid, then use the screen elements listed above to define the report.

  4. Click the check box until you return to the Report State action pane, then select Save to My Reports folder.

To remove a dimension, choose Edit report using drag and drop - Start designing in the action pane. Then, select the dimension cell and drag it out of the key range.