Inserting the Notes Text Function in a Report

After you created a Note Format in Notes Manager, and created a Named POV in a report, you can also insert the Notes text function into a text box or text row, column or cell. You can also insert the Notes text function in a Conditional Text definition.

For more information on Note Formats and Named POVs, see Working with Note Formats and Working with Named POVs in a Report.

For more information on working with text boxes, grid text rows, columns, and cells, and conditional text, see the following links:

To insert a Note text function:

  1. In either a text box, text cell, or conditional text definition, select function button.

  2. In Text Functions, under the Functions drop-down menu, select Notes.

  3. Select the required Named POV and Note Format, and then select the Note Template to use in the text function.

    You can also leave the Note Template field blank to use all Note Templates.


    Text Function dialog

    Note:

    • If there are no Note Formats listed, one will need to be created in the Note Format Manager in the Notes Manager. For more information, see Working with Note Formats

    • If there are no Named POVs listed, one will need to be created in the Named POV Manager in the report. For more information, see Working with Named POVs in a Report

    • To quickly access the Note Format Manager while editing a report, select the action menuand Note Format Manager.
  4. Click Select to insert the Notes text function.

Example 10-6 Reviewing the Notes Text Function in the Text Box

The following example shows the Named POV, Note Format, and text function inserted into a text box in a report.

Sample_Report1_Named_POVs with the Segments and Fiscal Calendar dimensions, with their respective member selections. The remaining dimensions were removed from the dimension layout, because no selections are required for them.


Dimension and Ordinal parameter

Note Format 1 with the NotePOVDimension and NotePOVMemberLabel text functions that have Ordinal parameters "1" and "2", which refer to the Segments and Fiscal Calendar dimensions, respectively:


Note Format

Text function selector with Sample_Report1_Named_POVs, Sample Note Format 1 and the Performance Summary Note template selected:


text functions selector

Note text function inserted in the text box:

Notes("Sample_Report1_Named_POVs", "Note Format 1", "Performance Summary")

Resulting report preview, with the user’s Member Label preference set to Alias, so the NotePOVMemberLabel function returns the member aliases for the Segments and Fiscal Calendar members.


report preview