Editing a dataset report displayed as a grid

Editing a dataset report on a document changes only the grid or graph dataset in the document; it does not change the original report. To format the Grid/Graph control that the dataset report is placed in, see Formatting Grid/Graphs, which discusses borders, title bars, and quick switch, among other properties.

You can change many settings of the grid. For example, you can change the formatting of various rows and columns. You can change the sorting or define totals or subtotals. You can select a different autostyle for the grid, assign thresholds, and change various column settings.

To edit a Grid/Graph in Grid view

1.  

1. Open a document in Design or Editable Mode.

2. Select the Grid/Graph to edit.
   
   Note: If the Grid/Graph is a shortcut, you cannot edit it because it is linked to the dataset report. A message appears, allowing you to choose whether to unlink the shortcut. If you click OK, changes made to the dataset report are no longer passed to the Grid/Graph in the document.  

3. To change the Autostyle for the whole grid, select the new Autostyle from the Grid toolbar.

4. To format a part of the Grid/Graph, right-click the object in the grid and select Properties and Formatting. The Properties and Formatting dialog box opens. For details, see Formatting Grid/Graphs.

5. To move an object, right-click the object in the grid, select Move, and then choose the direction to move.

6. To insert a derived metric:

1. From the Data menu, select Insert New Metric. The Insert New Metric dialog box opens.

2. Create the derived metric. For details, see Creating derived metrics in documents.

3. Click OK.

7. To sort the grid:

1. Right-click the object in the Grid/Graph by which to sort, point to Sort and select either Ascending or Descending.

2. For advanced sorting, from the right-click menu, select Sort Grid. The Sort Grid dialog box opens. For steps to use this dialog box, see Sorting report results.

8. To add subtotals, right-click the Grid/Graph and select Edit Totals. The Subtotals dialog box opens. For details, see Displaying and hiding all totals.

9. To change the width of a column, from the Home menu select Editable Mode. Resize the column by dragging and dropping the column's handle. For details, see the Basic Reporting Guide.

10. To hide column and/or row headers:

1. Right-click the Grid/Graph and select Properties and Formatting. The Properties and Formatting dialog box opens.

2. From the left, select Grid. Then clear the Show check box(es) in the appropriate columns.

11. To display the grid in a static version of outline mode, select the Outline check box. The rows and columns will appear in an outline, but the user cannot collapse any of the rows. For details on outline mode, see Outlining data: Outline Mode.

For a complete list of formatting options, see the Advanced Reporting Guide.