Using the Notes Text Function

The Using Notes Text function, you can display Notes in the report in a data source-enabled text box. You can:

Create a Note Format to define the output content, layout, and formatting. Note Formats can be used across multiple reports. For more information, see Working with Note Formats.
Create a report and within the report, create a Named POV, which defines which dimensions and members to retrieve in the Notes text function, Report POV dimensions to drive the Notes retrieval, as well as dimensions to display with a secondary POV in the text box. The secondary POV can be displayed to refine the report POV selections to display the Children, Descendants, or Bottom level of a dimension’s report POV selection, based on user selection.

Named POVs only apply to the report they were created in. For more information, see Working with Named POVs in a Report.
Insert a text box in the report, set the text box to be data source-enabled, and select a data source. This provides POV control when using the Notes text function to aggregate and report on Notes. The report can contain the text box-only (with its own POV) or it can also include grids and charts.

Note:

A text box displaying Note text does not require a grid within the same report.
Insert the Note text function into a text box or a grid row, column, or cell, and select the Note Format, Named POV, and which Notes to display. For more information, see Inserting the Notes text function in a Report.

Watch this tutorial video, you’ll learn how to use the Notes text function.

You can use the Notes text function to display notes in a data source-enabled text box in a report. The process includes creating a Note Format to define the output content, layout, and formatting; creating a Named POV in a report, which defines the dimensions and members to retrieve in the notes text function; and inserting into a report a data source-enabled text box with the Notes text function.