Designing Dynamic Reports

When designing dynamic reports:

  • Use expanded data segments for optimal performance:

    • Use functions on expanded data segments that are not placed on separate rows or columns.

    • Use multiple member selections on expanded data segments that are not placed in separate rows or columns.

    • Use single data segments only when required for formatting or calculations.

  • Write efficient formulas:

    • Use row or column formulas rather than cell formulas, when possible.

    • Use reference properties.

    • Use a cell reference instead of cross-axis references.

    • Remove unnecessary parenthesis from formulas.

  • Do not limit your report to the Grid object:

    • Add functions in text boxes that highlight specific areas.

    • Hide a grid of data in a report to highlight just the graphics.

  • Create report templates:

    • Leverage the power of POVs and prompting functions.

    • Design once using the Current POV and prompting functions.

    • Learn the power of Grid, User, Book, and Batch POVs.

  • Create reusable objects and row and column templates.

    You can use Text, Image, Grid, Chart objects, and row and column templates in multiple reports.