Showing Supporting Detail for Planning

  To show supporting detail for the Planning database connection:

1. Open a report and select a row in the grid that contains a member with supporting detail.

2. In the Row Properties sheet, select Display Supporting Details.

3. Specify whether to allow page breaks with the rows of supporting detail:

   • To allow a page break within the rows of supporting detail, select the Allow Page Break Within check box.

   • To keep the parent member and the supporting detail on the same page, deselect the Allow Page Break Within check box. If the supporting detail does not fit on the current page, the parent member and supporting detail is moved to the next page.

     Note:

     If the supporting detail spans multiple pages, this option defaults to Allow Page Break Within and page breaks are used.

4. Optional: To position the supporting detail before or after the parent member, select the Grid Properties sheet, select the Position category and select an option in the Position of Supporting Detail box:

   • To display supporting detail before the parent member, click Before Members.

   • To display supporting detail after the parent member, click After Members. This is the default.

5. Optional: To indent each generation within the supporting detail:

   1. Select the heading cell of the member that is going to display the supporting detail.

   2. Select Format, then Cells, and then Alignment tab.

   3. In the Indent Increases for Each Generation by box, select a positive number by which you want to indent (to the right) each generation in the supporting detail list, or select a negative number to indent in reverse (to the left) each generation in the supporting detail list.

      Note:

      This property applies only to heading cells on the rows. It is enabled for Planning database connection only when Display Supporting Detail is selected. For more information on formatting, see Formatting Reports.

6. Optional: To apply additional formatting to supporting detail, use conditional formatting. The following two options are useful for supporting detail:

   • Supporting Detail. If, at runtime, supporting detail results from a cell, you can format the supporting detail.

   • Relative Generation. You can format the different generations of supporting detail independently. For example, if the resulting hierarchy of a member includes four generations of supporting detail, you can specify the third generation to format. The conditions would resemble the following example:

     Note:

     In order for all types of database connections to use relative generation, you must have selected a member relationship that returns members on multiple levels; for example, Children of...(Inclusive), Descendants of..., Descendants of ...(Inclusive), Parents of...(Inclusive), Ancestors of, Ancestors of...(Inclusive), and AllMembers. For Planning, you may use relative generation with a member or dynamic member if supporting detail is turned on.

     Condition 1: If
     Supporting Detail Is True    And
     Relative Generation (of) Market = 3

     Note:

     For more information, see About Conditional Formatting.