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Grid Reporting Overview
Grid reports (i.e. those generated using Design Grid option) are treated as a single object by XLCubed. The report shape will always be rectangular, and some aspects will be familiar to users of Excel's PivotTables. However, much of the power of Grid-based reporting is in the additional functionality not available through native PivotTables. Grids are well-suited to analytical work, but can also be used in more formal reporting, depending on the formatting required. For more flexible layout options, formula reports are also possible.
Grid reports can be modified or designed using the Report Designer, or by simply dragging the hierarchy labels to the axis where you require them.
More detail about your data can be obtained by double-clicking on the members (known as drilling), and many other functions, for example Subtotals and Grid Calculations, can be accessed via right-click menus on the Grid.
Multiple Grids can exist in one worksheet. There are shown in the XLCubed ribbon or toolbar.
Formatting, modification and deletion of Grids should be handled through the XLCubed rather than native Excel. Changes will otherwise not be retained when the Grid is next refreshed.
Saved Grid Reports
When saved Grid Reports are re-opened in Excel, they are not initially connected to their data source and are effectively static data, unless the Refresh Grid on open option is selected in the Grid Properties form. This ensures the load time is kept to a minimum, and only those Grids required for the current session need be activated.
To activate a Grid on a pre-saved spreadsheet you must do one of the following: Double click on any part of the Grid Right-click on any part of the Grid Select the Grid from the Grid ribbon/toolbar
The Grid is now active, and can be used as normal.
