Report Parameters
How do you add parameters to a report once you have copied, customized, and saved the report as an Excel template? Neither the parameter or filter tabs show in the properties.
My G/L accounts are segmented for different financial units.
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Replies to This Discussion
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Permalink Reply by Dave Smith on -
Hi K, When the full SELECT statement (SQL Query-style container) is used to build the container, some of the report controls are unavailable in Report Manager. All of the controls you might normally see are tucked away in the SELECT statement over in the container. A more flexible way to build a container is by just using the FROM clause (or SQL Join-type container). If you have an understanding of SQL, you might try this. In Report manager, right select on Home and select SWITCH OUTPUT MODE. Then select Screen (SQL DeBug). Now run your report out. Instead of delivery to Excel, the entire SQL code will appear on the screen. From there, you can change up your report as necessary.
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Permalink Reply by K Carlson on -
Dave, Thanks for the reply. I was able to switch the output mode to SQL DeBug, but dont know enough about SQL coding to know where to start. I'll work with it a bit more.
The report I designed is consolidated. Alternatively, is there a way to filter the data that is exported to Sheet 1 in Excel? I opened the sheet, applied a filter for the unit I wanted. However, the report did not update/refresh after the filter was applied.
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Permalink Reply by Dave Smith on
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Anything you do, do not do it on Sheet1. Sheet1's job is to catch the raw data each time your report is run. If you make any changes to it, they will be lost the next time you run the report. Place your cursor anywhere in the table on Sheet1, then go to INSERT | PIVOT TABLE. The select F3 & select RawData. In the bottom box left click one time, then go to Sheet3 and click in cell A1 or B2 or something near the top left corner & hit OK. That will place a pivot table that you can then easily manipulate and don't forget to Create & Link. Then your hard work will be still there on Sheet3 the next time you run the report. Pivot Tables enable very cool filtering features.
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