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Adding a template to a report

A report is the result of a request for specific, formatted data from the data warehouse. It consists of a template plus any desired filtering conditions. A template specifies which information is to be retrieved and how the results are displayed. A filter specifies the conditions that the data must meet in order to be included in the report results.

When you add a stand-alone template to a report, you can choose to create a shortcut to the template or to embed the template in the report. The differences are described below:

  • When you create a shortcut to a stand-alone template, changes that you make to the template are propagated to this report and to all other reports that use the template as a shortcut. Changes that you make to this template within this report are propagated to the template, and to all other reports that use the template as a shortcut. Use this option to share report caches.

  • When you embed a copy of the template in the report, changes that you make to the stand-alone template are not propagated to this report. Changes that you make to the embedded template within this report are not propagated to the template.

If you do not add a template to a report, a blank template is automatically created. Although you may not specifically define and use a separate template, a template is a logical part of every report's definition. This template is created within the report, using the Report Editor, and can only be used in that particular report; it cannot be saved independently of the report and used in a different report.

Prerequisite

The procedure described below assumes you have already created a stand-alone template. To create a new template, see Creating a stand-alone template.

To add a template to a report

  1. Edit the report to which you want to add a template. How?

  2. If the Object Browser is not already displayed, open it, by selecting View/Object Browser on the Report Editor menu bar.

  3. Use the Object Browser window to search for and locate the template that you want to add to the report.

  4. Right-click the template, and select one of the following (the options are described in more detail above):

    • Replace with shortcut to template to connect the stand-alone template to this report. Changes to the stand-alone template are propagated to the report, and vice versa.

    • Replace with copy of templateto embed the template in the report. Changes to the stand-alone template are not propagated to the report, and vice versa.

    • The template appears in the Template definition section. If it is a shortcut, the template name is displayed. An embedded template is named Local Template.

  5. Save the report. How?

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