Compared to Report Designer version 4.x the logic on how to add period functions has changed. In order to add for example YTD (year to date) function on a column you need to follow the steps below:
4. Drag the Year to date period function into the Filter tab within the Layout Editor (on the column):
If you want aggregated data you can drag the Period function into the Period Aggregation tab.
If you want to filter out rows that contain SUM(Period Change)=0, it will not work if you are using Period Change <> 0.
You can do the following;
If you delete groups and they do not disappear from the Layout Editor in Report Designer, before you refresh/click Run and go back to Designer mode, you can try the following:
Try to set Excel to run in Compatibility mode for multiple displays;
If OneStop Reporting Designer doesn’t show when Excel is open, follow the steps:
6. In the Add-ins available list, select the OneStop Reporting 5.0 check box.
7. Click OK.
8. Close Excel and try to open it again from the OneStop Reporting.
If you still experience problem, try the following steps:
OSR Portal uses Spreadsheetgear (SPG) for rendering instead of Excel which is used in OSR Designer. Because SPG has fewer rendering features, objects such as graphs might appear differently when reports are run in the Portal.
You can resolve this expansion issue by marking the empty box in the data source.
OSR Designer has a search area, where you can search after attributes.
||Summarizes the given cells according to the defined condition/logical test.|
||You can use
||Returns a subtotal in a list or database. (Can take into account hidden rows.)|
||Return a value that you specify, if a formula evaluates to an error. Otherwise it returns the result of the formula. Use the
||Returns the reference specified in a text string. References are immediately calculated so that the content is shown. Use
See the Microsoft Office documentation (external link) for more information.
If you have a value in a named cell in another sheet in the OSR workbook, and you are trying to collect that value into the OSR report sheet, you need to do the following:
If it is in another sheet you’ll have to give a reference to that sheet.
Where Sheet = name of the sheet you’re looking into.
Cell = Name of the cell you’re looking into.
If for example I want to reference to cell B5 in sheet2, then the formula would be
If you renamed the sheet2 to Test, and the cell b5 to Cell, then the formula would look like this
If the sheet you wish to refer to includes expanding groups, you have to rename the relevant cell, like shown above.
If you are having issues with the period function Last Period This Year when a column doesn’t expand, you can get around the issue by setting «Max» on the attribute on cell level.