Setting up the 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.
To insert a Note column or row segment:
Table 11-1 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.