Adding a Grid/Graph to documents

A Grid/Graph is directly associated with one dataset. You cannot mix data from multiple datasets within one Grid/Graph. For an introduction to Grid/Graphs, see Using Grid/Graphs in documents. For more information about multiple datasets, see Working with multiple datasets.

Grid/Graphs and automatic target maintenance for selectors

Selectors allow a user to display different metrics or different elements of attributes, custom groups, or consolidations in a Grid/Graph (the target of the selector). Targets can be automatically maintained in a layout. This means that when you add a Grid/Graph, the Grid/Graph is the target of all selectors in the same panel or document section as the Grid/Graph. For more information about automatically maintaining targets for selectors, including instructions to enable and disable the functionality, see Automatically maintaining targets for selectors.

To add a Grid/Graph to a document

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1. Open the document in Design or Editable Mode.

2. Do one of the following:

• To create an empty Grid/Graph that is not displayed in the PDF, from the Insert menu select Grid and then click and drag in the section where you want to place the Grid/Graph. An empty Grid/Graph is a placeholder; you can populate it later with data from a dataset report. For steps, see Adding report objects to Grid/Graphs.

• To create a Grid/Graph containing objects from a dataset report, select multiple objects and while holding down the SHIFT key, drag and drop them on the section where you want the Grid/Graph. By default, this places metrics in the columns and the attributes in the rows of the grid.

• To create a Grid/Graph containing all the objects on a dataset report, drag and drop the name of the dataset from the Dataset Objects to the appropriate section where you want the Grid/Graph.

• To create a Grid/Graph that contains all the objects on a dataset report and retains the formatting of the dataset report, hold down the SHIFT key while dragging and dropping the dataset's name from the Dataset Objects to the section where you want the Grid/Graph.
  
  Note: If the formatting style of the report used as a dataset changes, the formatting style of the Grid/Graph does not change.

• To create a shortcut to the dataset, right-click the dataset in Dataset Objects and select Add to Section as Shortcut. The resulting Grid/Graph is linked to the source report, so that any changes made to the source report are passed to the Grid/Graph in the document. To edit the dataset report in the Grid/Graph, you must first unlink the Grid/Graph shortcut.

3. The Grid/Graph is added. Its default display is as a grid, but this can be changed to either of the following view options:

• Right-click the Grid/Graph, point to View Mode, and select Graph View. The width and height are automatically set to Fixed.

• Right-click the Grid/Graph, point to View Mode, and select Grid and Graph View. To control the placement of the grid relative to the graph, select the Layout category from the Properties and Formatting dialog box, then select an option from the Grid Position drop-down list:

• Top: The grid is displayed above the graph.

• Bottom: The grid is displayed below the graph.

• Left: The grid is displayed to the left of the graph.

• Right: The grid is displayed to the right of the graph.

• By default, the grid and graph each cover half of the area. You can change the ratio using the following:

• If the grid is set to Top or Bottom, the Grid Area percentage represents how much height percentage the grid uses.

• If the grid is set to Left or Right, the Grid Area percentage represents how much width percentage the grid uses.

Once the Grid/Graph has been added to the document, you can do the following:

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• Add additional objects to it

• Edit it, to change settings such as graph style and Autostyle

• Format it to change settings such as name, position, title bars, and quick switch

• Resize it