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Add Views

After you create a report, you can add existing view.

Add a view​

Any charts will be transformed into a worksheet when drop. This will not affect the original view.

  1. In the Toolbar panel on the right, select Edit Report. You must be in edit mode to add views.
  2. From the navigation panel, select Data Models and Views.
  3. Drag and drop the desired views from the appropriate data model onto the report.
  4. In the Toolbar panel, select Save or Save As to save your changes.
note

You can add views from different data models.

View corner icons​

When you click Edit Report from the Toolbar panel on the right, a set of icons appears at the top of each worksheet. Changing a view's properties form here affects only the current report. The original view in the data model is not changed.

Description
...Displays information about the data model source.
...Uses the column from the worksheet as column header.
...Duplicates the worksheet.
...Opens the worksheet properties panel for detailed settings.
...Refreshes data.
...Removes the worksheet from the report. Does not delete the view from the data model. Reports must have at least one worksheet to be saved.

Select as master grid​

The first worksheet added to the report becomes the master worksheet by default. It controls the column headers for the report layout. A crown icon appears next to the title, and the worksheet banner is shown in red in edit mode.

You can assign a different worksheet as the master at any time.

Using the crown icon​

  1. In the Toolbar panel, select Edit Report.
  2. Select a worksheet and click the crown icon on the top-right corner.
    The worksheet becomes the new master, and the column header is updated.

Using the Properties panel​

  1. In the Toolbar panel, select Edit Report.
  2. Select a worksheet and click the gear icon on the top-right corner. The Properties panel opens.
  3. Select the Design tab and expand Report Section Properties.
  4. Click Select as Master Grid.
    The worksheet becomes the new master, and the column header is updated.