You can create separate reports for any or all of the members of one or more dimensions in a report based on an ad hoc grid or Smart Slice query.

Formulas, comments and other text, Smart Slice function grids, charts, tables, and sliders are included in cascaded reports.

Oracle Essbase only: Cascading is supported for multiple-grid worksheets.

To cascade an ad hoc grid or Smart Slice report:

1. Open an ad hoc grid or Smart Slice report on the worksheet.

2. From the Essbase ribbon or from the data provider ad hoc ribbon (for example, Planning Ad Hoc), select Cascade, and then one of the following:

   • Same Workbook to use the current workbook

   • New Workbook to use a new workbook

   • Different Workbooks to cascade each report to a different workbook

3. In Select Cascade Members, click next to each dimension to launch Member Selection, where you select the members from each dimension for which you want to create reports.

   One report will be generated for each member you select. A message indicating the number of reports to be generated appears in the bottom left of the dialog.

   In the example dialog below, members were selected for the Product and Scenario dimensions. For Product and Scenario, after selecting members in Member Selection, quotation marks are applied to the member names. For the Market dimension, because Member Selection was not launched and no members selected, then no quotation marks are applied. The message at the bottom of the dialog indicates that four cascaded sheets will be generated.

   

   Tip:

   To hand-type member names in the Select Cascade Members dialog, as a best practice, you must enclose the member names in quotation marks. This applies to both single name member names and member names containing a comma (,). For example, to select a member named "Laptops" and a member named "Tablets, Smartphones", type:

   "Laptops","Tablets, Smartphones"

   Additionally, separate each member name with a comma, as shown.

   Note:

   In the Select Cascade Members dialog box, JAWS is not reading the "Number of cascaded sheets" label and the number when reciting the dialog content. In JAWS, go to Utilities, then Settings, then User, then Screen echo, and then select Echo all text.

4. Click OK to begin cascading.

   Depending on your earlier cascade selection, the resulting reports are created on separate worksheets in the current workbook or in a new one. Each worksheet tab is named for the dimensions and members of the report it contains. Click a worksheet tab to view a report.

   To see a list of all the worksheets, right-click the left or right arrow at the bottom left of Excel:

   
   
   

   In our example using the "Product", "Market", and "Scenario" dimensions, the following reports were created:

   

   To display a specific report, select the report in the list, and then click OK.