Adding or changing report objects in Grid/Graphs

If you create an empty Grid/Graph in the document, you need to populate it with objects. These objects are the attributes, consolidations, custom groups, and metrics in a dataset.

You can change the dataset used to populate a Grid/Graph, as described in the procedure below. For more information about datasets, see About datasets.

Attribute forms

You can select which attribute forms to add to the Grid/Graph.

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• If you use an attribute form that is later removed from the dataset report, that attribute form is no longer displayed on the Grid/Graph in the document.

• If all the attribute forms used on the Grid/Graph are removed from the dataset, the Grid/Graph displays the attribute ID.

• If the attribute itself is removed from the dataset report, it is also removed from the Grid/Graph.

Grid/Graphs and datasets

You can add additional objects to a Grid that already contains objects. However, a Grid/Graph can contain objects from only one dataset; you cannot combine objects from different datasets in the same Grid/Graph.

Note: For steps to change the dataset with which a Grid/Graph is associated, see Adding, changing, or removing a dataset report.

To add objects to a Grid/Graph

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1. Open a document in Design or Editable Mode.

2. Drag objects from the Dataset Objects panel to the Grid/Graph and drop them as required.
   
   Notes:

• You cannot combine objects from different datasets in the same Grid/Graph.

• If the object creates a text field on top of the Grid/Graph, the object was not added to the Grid/Graph correctly. Undo the addition by pressing CTRL+Z and try again.

• You can select which attribute forms to add to the Grid/Graph. If you use an attribute form that is later removed from the dataset report, that attribute form is no longer displayed on the Grid/Graph in the document. If all the attribute forms used on the Grid/Graph are removed from the dataset, the Grid/Graph displays the attribute ID. If the attribute itself is removed from the dataset report, it is also removed from the Grid/Graph.  

To change the dataset of a Grid/Graph

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1. Open a document in Design or Editable Mode.

2. Click the Grid/Graph you want to modify. The resizing handles display around it.

3. From the Format menu, select Properties and Formatting dialog box. The Properties and Formatting dialog box opens with the General section selected.

4. To change the dataset used to populate the Grid/Graph, select a different dataset from the Data source drop-down list in the Grid area of the Layout section of the dialog box.

5. Click OK to apply the changes.