After you add a Grid/Graph, you can later link it as a shortcut, which means that any changes made to the original report are passed to the Grid/Graph in the document. Once a Grid/Graph is linked as a shortcut, you cannot edit it in the document. Editing options include adding a view filter, formatting rows and columns, sorting, changing the graph style, modifying graph titles, and so on. For a complete list of editing options, see About using Grid/Graphs in documents.
For a Grid/Graph that has been placed in the document as a shortcut, formatting options are more limited than when formatting a standard Grid/Graph. When formatting a Grid/Graph used as a shortcut, you can:
Add a title bar
Format the container and the title bar
View it as a grid, a graph, or both a grid and a graph
Specify properties, such as position, size, grid overflow, and quick switch
Open the document in Design Mode.
In the Layout area, click in the section
where you want to place the Grid/Graph
Note: You can place a Grid/Graph anywhere in a document except
in the Detail section. Since controls in the Detail section are repeated
once per row of the dataset, the Grid/Graph would be repeated on each
row.
Right-click the Dataset
icon for the
Grid/Graph that you want to link and click Add
to section as shortcut.
Note: If the dataset report uses an Intelligent Cube, this option
is unavailable.
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