Setting up the Inline Grid Entry of Notes

This section describes how to work with Inline Grid Entry of Notes.

Using Report Designer, you can insert a Note column or row segment into a grid, and select a Note template to associate with the Note segment. You set column or row properties for the Note Segment, as well as a segment header and member selection for each dimension in the axis that the Note segment was inserted.

Note:

• Note segments can only be associated with data segments, Note segments cannot be associated with formula segments.

• When entering Notes in a Note row or column segment, the Note entry box allows a user to define different font formatting on text entered within a Note (For example, font type and size, bold, italic, underline, and so on.). However, grid cells only support a single font format, which is defined in the Cell Formatting properties for the Note cell, therefore any formats entered in the Note entry box will not be displayed in the Note row or columns segment.

To insert a Note column or row segment:

Table 12-1 This table describes steps involved in setting up a inline grid entry of Notes

Tasks	Perform these Sub Tasks	For More Information
Inserting a Note Column or Row	In a grid, you can either insert a Note Column or Note Row segments.	Inserting a Note Column or Row
Selecting Members for the Note Row or Column	In Note Segments, you can select a member for each dimension.	Selecting Members for the Note Row or Column
Setting the Allow Note Entry Property	In Note Segments, you can either restrict or allow Note entry via setting the Allow Note Input property in Cell Formatting or Conditional Formatting.	Setting the Allow Note Entry Property
Selecting an Existing Note Template or Create a New One	In Note Row or Note Column Segment, you can either select an existing Note Template or create a new one.	Selecting an Existing Note Template or Create a New One
Managing Note Templates for Inline Grid Entry	You can access Note Templates and perform Note template maintenance.	Managing Note Templates for Inline Grid Entry

Watch this tutorial video, you’ll learn how to set up the Inline Grid Entry of Notes.

-- Setting Up the Inline Grid Entry of Notes.

Learn how to set up the inline grid entry of notes in Narrative Reporting. Using Report Designer, you can insert a note column segment or note row segment into a grid, and select a note template to associate with the note segment. This allows users to insert notes into row or column segments in the grid when viewing the report in HTML.