Inserting Report Headers and Footers

Report headers and footers are treated as normal report areas enabling full customization of the contents, including the introduction of other report elements (Pivots, Charts), text labels and computed fields. Typically Report headers and footers are summarizing bands of information. Report headers print only on the first page of a report. Report footers print only on the last page of a report.

Tip:

Do not confuse report headers and footers with report group headers. Report group headers categorize data into repeating collections of records in a header band, based on the Results columns in the Groups data layout.

  To view and create a report header or footer:

  1. Select Report, then Section Boundaries to view the bands for the report components.

  2. Select Report , then Headers and Footers, then Option.

    You can view the report header, the report footer, or both. The Report Header band is displayed on the first page of the report. The Report Footer band is displayed on the last page.

    • To insert a report header, select Report Header.

    • To insert a report footer, select Report Footer.

    • To insert both report headers and report footers, select Show Both.

      The Report Header band is displayed on the first page of the report. The Report Footer band is displayed on the last page of the report.

  3. Type the information to be displayed in the report header or footer, or drag objects from the Catalog pane to the Report Header or Report Footer band.

    The selected item populates the report header or footer automatically.

Review the following table for information on how to insert items into the Report Header or Report Footer band.

Item to Insert

Steps to Take

text

Select Text Label from the Graphics folder, and drag the text label to the header/footer area.

lines, rectangles, or oval graphic

Select the graphic from the Graphics folder and drag it to the report header/footer area, or select Report, then Insert Graphic.

picture graphic

Select the picture from the Graphics Catalog in Elements and drag it into the report header or footer area.

You can also select Report, then Picture, use the left mouse button to draw the area in which you want the picture to be displayed, and select an image from the Select Image dialog box.

When an Interactive Reporting document (BQY) is created and saved using 9.3.x releases, all images are saved in a centralized format (the Resource Manager). As a result, the images cannot be read or displayed in prior releases of Interactive Reporting. This is because the relocation and rationalization of the images are not understood by releases prior to 9.3.x.

The exception is images from a document saved in a pre 9.3 Release, which have been referenced once: not copied, merged or duplicated, that is, placed in Dashboard or Report workspace as a Picture graphic in traditional fashion.

To retain compatibility with earlier releases, you can run the RevertImageResources script. This script provides a facility to undo the relocation and image merging, and thereby return the Interactive Reporting document to the pre-9.3 pre-Resource Manager format. This script is included with the 9.3. Release of Dashboard Development Services. It can also be downloaded from the Hyperion Developer Network. This script can only be used on the desktop, and not in the EPM Workspace, as it relies on the COM feature ofInteractive Reporting Studio.

Certain new features make documents ineligible for conversion to the non-Resource Manager format: for example if the 9.3 Interactive Reporting document has Bubble and Scatter charts, then these are lost when the Interactive Reporting document is opened in the older version of Interactive Reporting Studio. For information on running the RevertImageResources script, see the Hyperion System 9 BI+ 9.3. Readme.

Smart Chart/Pivot report

Select a prebuilt Pivot report or Chart and drag it into the report header, group header, body, or footer area.

Note the following:

  • Any Chart/Pivot dropped into a header/footer that is “owned” by data is focused by that piece of data.

  • An embedded Chart object retains the Chart size, component placement and property settings (Smart Scaling, Auto Resize, minimum font size) of the original chart in the Chart section. Any changes you make to the size of the embedded chart in the Report section is not transferred to the originating chart.

empty field (for a computed field)

Select a field from the Fields folder and drag it to the report header, group header, body, or footer area, or select Report then Insert Field.

common report values (such as page number or page total)

Select a field from the Fields folder and drag it to the report header or footer area, or select Report, then Insert Predefined Fields and click a field from the drop-down list box. Normally, fields are used in page headers and footer sections.