Note: If you are new to using the Report Builder, read this article first. It's part of the Certificate Course and includes an introduction and hands-on practice exercises.
The Report Builder enables you to build your Rows/Columns structure with a drag-and-drop interface, where two fields in your data can either have a Parent/Child connection, which means they are on different hierarchy levels (for example GL Account versus Department), or a Siblings connection, referring to items on the same hierarchy level. In Addition, fields can be brought into the report more than once.
Parent/Child Connection
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What does this mean? This means that values in the report will show data that exists in values from the parent field AND values from the child field
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How to create it?
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Drag the parent field to Rows/Columns
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Drag the child field and drop it on the parent field (the parent field will be highlighted in blue)
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In the below Example: parent field is “Account level 1” and child field ( “Account level 2”) is dragged from the fields pane on the left and dropped on Account level 1
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3. How is a Parent/Child connection represented in the report preview?
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- In Rows: Parent/Child connection between 2 fields is represented by Indentation of field value
- Full Row Structure:
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- In Columns: Parent/Child connection between 2 fields is represented by having the values one under the other
4. Parent filter - in a Parent/Child connection you can show the Child field for selected values of the parent field. The way to do that is through the parent filter
- For example: if you want to see Account level 2 details only for Income (and not for all the values in Account level 1 field), click on the parent filter and choose Income
- In the preview Income (value from Account level 1) will have the details of the relevant Account level 2 field and Cost of Good Sold (another value from Account level 1) won't show details of Account level 2
Siblings connection
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What does this mean? This means that values in the report will show data that exists in values from “sibling a” field OR values from “sibling b” field
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How to create it?
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Drag field A to Rows/Columns
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Drag field B to be below or above field A
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In the below Example: “Account level 1” and “Department” has a Siblings connection
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3. How is a Siblings connection represented in the report preview?
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In both Rows and Columns values for siblings fields will appear one after the other
4. Examples Siblings connection usage
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Showing Actual data for entire year, but Budget data only for last month. In the example below Scenario (filtered on Actuals) and Scenario (filtered on Budget) have Siblings connection
- Showing Account level 2 details for income and Department details for Expenses. In the example below Account level 2 and Department have siblings connection
If you have any questions that weren’t addressed by this article, please reach out to the Support Team via support@datarails.com. We are happy to help.
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