The Datarails Flex Add-In enhances Excel by integrating advanced data management and reporting capabilities, allowing users to seamlessly connect, manage, and create dynamic reports with live data from the Datarails platform. One of its powerful features is the ability to split reports based on specific filters, enabling tailored data views for diverse audiences.

Splitting a report by filter involves generating multiple versions of a report, each corresponding to a distinct value of a selected filter. This functionality is particularly useful when you need to distribute individualized reports to different departments, regions, or any other categorical divisions within your data. For instance, you can create separate financial statements for each department or sales reports for each region without manually adjusting the data for each version.

Prerequisite: Adding Filters

Before you can split a report by a filter, it's essential to set up the necessary filters within your workbook. Filters in the Datarails Flex Add-In allow you to refine data in tables and functions, operating at both table and global levels. For a comprehensive guide on setting up filters, refer to the Datarails Flex Add-In: Filters & Lists article.

Split a Report by Filter

Once the necessary filters are in place, follow these steps to split your report:

1. In the Datarails ribbon, navigate to Export and choose Create reports by filter. This action opens the Table Filters window.
2. From the Filter list, choose the filter you want to use for splitting the report. For example, selecting a "Department" filter will allow you to create separate reports for each department.
3. After selecting the filter, a list of available values will be displayed. Select the specific values for which you want to generate individual reports. Each selected value will correspond to a separate report.

4. Configure Export Options:

   • Save as Values: Enable this option if you want the exported reports to contain static values instead of formulas.
   • Keep Dynamic Ranges: Select this to maintain dynamic ranges in the exported reports, allowing them to adjust automatically to data changes.
   • Save to PDF: Choose this option if you prefer the reports to be saved in PDF format.
5. After configuring the desired options, click ok. The Select folder window will be opened, asking to choose a folder to save the new reports. 
   
6. If you chose to keep Dynamic Ranges, an update screen will confirm the range and display the number of rows added. Confirm by clicking ok. Read more about filters and dynamic ranges. 
   
7. The add-in will create a separate report for each selected filter value, saved to your specified location.
   

By utilizing the split report by filter feature, you can efficiently generate tailored reports for various segments of your data, streamlining the reporting process and ensuring that each stakeholder receives information pertinent to their needs.

Updated February 16, 2025 15:07