Linking in Reports
A
link
is a connection in a report to another report or document. A link allows you to connect from one report, known as the
source
, to another report or document, known as the
target
.
By clicking on a link, you can open the target report in the original window or request a new window.
For example, you can link a report displaying customer region by revenue to another report displaying employee region by profit to compare sales data between the two reports.
The source and the target report or document must be created before creating the links.
Adding a link to a report:
1.
Run the report to which you want to add a link.
2.
Right-click the attribute or metric header and select Edit Links.
3.
Click New to create a new link, or skip to the next step if this is the first link you are creating for this report.
4.
In the Url display text box, type a name for the link.
5.
To the right of the Run this report or document box, click Browse (...) and select the target report or document.
If your selected target report or document contains prompts, they will be listed beneath the name of the target.
6.
From this list of prompts, select a target prompt.
7.
In the drop-down list, select a prompt answer method:
Answer with the same prompt from the same source—You can select this option if you want to use the same prompt answers for both the source report and the target report or document.
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This option will only work when the source and target use the same prompt.
Do not answer this prompt—You can select this option if you want to provide prompt answers to the target report or document after you run them. You can type your prompt answers manually if you select this option. For example, prompt X requires for you to type a customer age, and instead of having to choose the age number from a list, you can type the number in the prompt answer box.
Answer with an empty answer—You can select this option if you do not want to answer or be prompted to provide answers for the target prompt.
Use Default Answer—You can select this option if you want the target prompt to use the same default answer as it does in the target report or document.
8.
Select the Open in new window check box to have the target open in a new window.
This allows the target and the source to be visible simultaneously.
9.
Click OK to return to the source report and to save your link.
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Accessing the target from your link:
10.
Right-click the object for which you created the link.
11.
Point to Links.
12.
Click the link you created.
The target opens.
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