Adding existing datasets to Grid/Graph placeholders

A Grid/Graph placeholder is an empty Grid/Graph, without data. Adding a dataset report to the placeholder populates the Grid/Graph with data.

Prerequisites

This procedure assumes that the document contains:

• A Grid/Graph placeholder. For instructions to add a placeholder, see Adding Grid/Graph placeholders to documents.

• A dataset report. If it does not, you can add a new dataset report to the document and to the Grid/Graph placeholder at the same time, instead of separately. Use the procedure in Adding new dataset reports to Grid/Graph placeholders instead of following the instructions below.

To add an existing dataset to a Grid/Graph placeholder

1. Open the document in the Document Editor. How?

2. Do one of the following:

   • To retain the formatting of the report:

   • Drag and drop the name of the dataset report from the Datasets pane to the Grid/Graph placeholder (an empty Grid/Graph).

   • To use the formatting of the Grid/Graph placeholder:

   • Hold down the SHIFT key while dragging and dropping the dataset report's name from the Datasets pane to the Grid/Graph placeholder (an empty Grid/Graph).

When the document is executed, the Grid/Graph is populated with data from the selected dataset report.