Adding Grids

Grids are tables that can contain data from external database connections. You can add a grid to your report, define its dimension layout, select members, and then format the grid. You can also insert an existing grid to reuse a preformatted grid design. You can use text, dimensions, members, and formulas to define the grid content. You can also hide a grid. For example, you might want to display a chart in a report, but not the grid associated with the chart.

You define the dimension layout for the grid by specifying a database connection, then dragging the available dimensions from the Point of View (POV) frame into the Rows, Columns, and Pages frames. The dimensions that are not placed in the Rows, Columns, or Pages frames are displayed in the user POV bar for that grid. You can layer multiple dimensions on a row, column, or page. For example, you might want to place the Scenario and Time dimensions on the same axis to show actual and budget data over a period of time.

The following figure shows the Dimension Layout dialog box. This is where you define the grid’s dimension layout by dragging the dimensions from the Point of View frame into the Pages, Rows, and Columns frames.

Figure 11. Dimension Layout Dialog Box

Dimension Layout Dialog Box

Note:

If the selected database connection for the grid contains attribute dimensions, they are displayed above the Point of View frame. Like the dimensions, you can drag attribute dimensions into the Point of View frame or the Rows, Columns, or Pages frames.

The following table describes the Dimension Layout dialog box items:

Table 21. Dimension Layout Dialog Box Items  

Item

Description

Grid

The grid name. You can accept the system default name or enter a new grid name. This option is available only if the grid is not linked to a source grid in the repository.

Attribute Dimensions

A type of dimension that enables analysis and is based on the attributes or qualities of the members of its base dimension. You can drag attribute dimensions from this frame into the Point of View, Pages, Rows, or Columns frames. Attribute dimensions are only supported for Essbase.

Point of View

The dimensions that define the point of view for the grid. The Point of View identifies the data to retrieve in the grid. You can drag dimensions from this frame to the Pages, Rows, or Columns frames.

Pages

The third axis on a grid. You can drag into this frame, the dimensions to use on the Page axis from the Attribute Dimension and Point of View frames.

Columns

A vertical display of information in a grid or table. You can drag into this frame the dimensions to use on the column.

Rows

A horizontal display of information in a grid or table. You can drag into this frame the dimensions to use on the row axis from the Attribute Dimension and Point of View frames.

After you define the dimension layout, you can select the members to use for each dimension. For more information, see Assigning Members to Data Rows or Columns and Assigning Members to the Page Axis.

When you add a new grid, the system assigns a default name to the grid. You can rename the grid in the Dimension Layout dialog box or when you save it. The default name assigned is Gridn, where n is a system-assigned identification number. For example, if you save a grid that is the sixth system-named grid saved in the report, the default name is Grid6. The system uses the grid name when a function or chart references the grid. For example, if you design a chart to graphically display the data from a grid, the chart properties must reference the grid by its name.

  To add a new grid into your report:

  1. Open a report and select Insert, and then Grid.

  2. Point to where you want to place the upper left corner of the grid and drag to the desired size, then release the mouse button.

  3. In the Select a Database Connection dialog box, select a Database Connection.

  4. Click OK.. The Dimension Layout window is displayed.

  5. Drag the dimension icons from the Attribute Dimensions frames, if they exist, and Point of View frames into the Pages, Rows, or Columns frames, then click OK.

    Note:

    You can place multiple dimensions into the Rows, Columns, or Pages frames.

  To insert an existing grid into your report:

  1. Open a report and select Insert , and then Saved Object.

  2. In the Type drop-down list, select Grid.

  3. Select the directory where you want to search for the grid object, then select the desired grid object.

  4. Perform an action:

    • To use the grid object as a linked object, select Link to Source Object.

    • To use the grid object as an unlinked object, clear Link to Source Object. This is the default.

      Note:

      For a description of linked objects, see Using Linked and Local Objects.

  5. Click Insert.