Controlling the Automatic Presentation
Once you've added an automatic presentation to your report, you can control it as follows:
To | Do this | ||
---|---|---|---|
Exclude a column from being presented | Either: 1) hide the column or 2) Right-click the Column Header. Uncheck Presentation | Automatically map this column. | |
Include a column in presentation | By default, all visible columns are automatically presented. So if you add a calculation column it will automatically show in the automatic presentation. If you previously unchecked Presentation | Automatically map this column, then right-click the Column Header. Check Presentation | Automatically map this column. |
Change the column style mapping | Each column is automatically mapped to a default style. For instance, the grouped column is mapped to the style GROUP. You can change the default style as follows: Right-click the Column Header. Select Map to style -> and select the desired styles from the available styles. See Automatic Presentation Styles for more information. | ||
Change how the presentation looks | SeeAutomatic Presentation Styles. | ||
Change the report grouping level | Just change the grouping level in the data tab, the Automatic presentation automatically updates itself. Also, if you move the grouped column, the automatic presentation will track the movement. | ||
Add a chart or formula | Click Refresh ![]() |
||
Add row above the presentation area | Click Refresh ![]() |
Advanced Edit and enter a value for Excel row explicitly. You can also change the target sheet and column for the Automatic presentation by changing the Excel sheet and Excel column values. | |
Remove/Edit text for Totals row | By default, the automatic presentation prefixes the total lines with the word "Total -" and the label of the group. E.g. Total - Bank account. To change this behavior, click Presentation | Advanced Edit. Edit the field value for Totals label. You can type any text you want or remove the text altogether. The special tag [GROUPLABEL] means the text value of the current group label (which will change depending on the row). | |
Toggle Excel outlining | By default, when you add an Automatic presentation, DAS does not add Excel outlining to the presentation. To add Excel outlining (i.e. +/- group collapsing in Excel), click Presentation | Advanced Edit. Modify the field value for Excel Outlining. Note: adding Excel outlining can slow your report down. | |
Remove the Automatic Presentation from your report | Right-click the Column Header. Select Presentation | Remove Presentation. Alternatively, from the report tool bar, select Presentation | Un-embed Excel. |