| Shared Reports |
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A shared report cannot have linked objects pointing to
another shared report.
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A shared report cannot be chosen as a report for a
Drill to Content link.
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You can generate a snapshot report for a shared report, in
the same manner as a snapshot generated using a regular
report.
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If a shared report is missing or if a shared object from a
shared report is deleted, when editing the subscribing
report, a validation error will be returned indicating that
the shared object is missing.
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Shared reports can be renamed or moved to a different
location, and the links to the inserted shared objects in
subscribing reports will be retained.
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In Narrative Reporting deployments, you cannot add or include a
Note in a shared report.
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Shared reports cannot be inserted into Report
Packages, Books, or
Bursting Definitions.
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You cannot use a shared report from a Remote
Library to insert shared objects into
reports.
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| Inserting Objects |
You cannot insert a shared object into a report which has an object
with the same name as the shared object being inserted.
For example, if your report has an existing grid named Grid 1,
you would not be able to insert a shared grid named Grid
1.
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| Grids |
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When inserting a shared grid that has references to another
grid in the shared report (cross-grid formulas or text
functions in a text segment), the other grid should be
inserted at the same time. If the other grid is not
inserted, you may receive a validation error for the invalid
formula or text function references.
Note: If the report has an existing grid with the same
name as the referenced grid, then the existing report grid
will be referenced by the cross-grid formula or text
function.
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You cannot change the data source for inserted shared grids,
you would need to unlink the grid or make the change at the
source object in the source shared report.
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A shared grid saved with the Drill to
Content links retains the links when the
grid is inserted into a report.
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| Point of View and Shared Selections |
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POV selections and options are included with the grid in the
subscribing report unless there already is a grid in the
subscribing report, where the existing grid’s POV selections
and options will be used. In this case, a shared grid’s POV
dimension will be used only if the dimension is not present
in the subscribing report.
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If a shared grid’s POV dimension is set to be a Global
Dimension in POV options, it can be changed to Local if
necessary, by disabling Global Dimension in POV Options. If
a shared grid’s POV dimension is set to be Local, it cannot
be changed and will always remain at Local.
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Saved Selections, if they exist in the shared grid, are
included with the grid in the subscribing report, unless
there is a Saved Selection with the same name already
existing in the subscribing report.
Note: You can unlink the shared Saved
Selection in the Member
Selector. The local Saved
Selection no longer has a link to the source
shared report.
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| Charts |
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If a shared chart is sourced by a hidden grid in the shared
report, the hidden grid will be automatically inserted as
hidden to the subscribing report.
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To source an inserted shared chart with a different grid, you
would need to unlink the chart to make it editable to change
the source grid.
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You cannot delete the source grid for an inserted shared
chart, a validation error will be received.
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| Text Boxes |
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Text functions in an inserted shared text box that have
unresolved grid references (For example, a text function
that references Grid 1, when that grid does not exist
in the subscribing report) will return a validation error
until the grid reference is resolved.
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When inserting a shared text box, which is configured as a
Note text box, into a report, the Note text box’s Named POV
will also be inserted into the subscribing report, unless
there is a Named POV with the same name already existing in
the subscribing report.
Note: You can unlink the shared Named POV through
Named POV manager. This essentially duplicates Named POV
into the report and hides the shared Named POV. The local
Named POV no longer has a link to the source shared
report.
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| Access Permissions |
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While inserting shared objects into a report, only the shared
reports that the report designer has access to will be
listed.
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When editing a subscribing report with inserted shared
objects, if the report designer does not have access to the
source shared report, they can still access the shared
object in the subscribing report. In addition, a report
viewer does not need access to the source shared report to
access shared objects in a subscribing report.
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| Integration with Report Packages |
Subscribing reports containing shared objects can be inserted into a
report package as either reference doclets or doclets (PDF report
packages only). If the subscribing reports are inserted into the
report package as linked (to the report in the Library), the shared
objects will remain linked to their source shared report. If the
subscribing reports are inserted as unlinked, or stored in the
report package, the shared objects will be unlinked from their
source shared report.
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