Linking Grid/Graph shortcuts

After you add a Grid/Graph, you can later link it as a shortcut, which means that any changes made to the original report are passed to the Grid/Graph in the document. Once a Grid/Graph is linked as a shortcut, you cannot edit it in the document. Editing options include adding a view filter, formatting rows and columns, sorting, changing the graph style, modifying graph titles, and so on. For a complete list of editing options, see About using Grid/Graphs in documents.

For a Grid/Graph that has been placed in the document as a shortcut, formatting options are more limited than when formatting a standard Grid/Graph. When formatting a Grid/Graph used as a shortcut, you can:

•  

• Add a title bar

• Format the container and the title bar

• View it as a grid, a graph, or both a grid and a graph

• Specify properties, such as position, size, grid overflow, and quick switch

To link a Grid/Graph as a shortcut

•  

1. Open the document in Design Mode.

2. In the Layout area, click in the section where you want to place the Grid/Graph
   
   Note: You can place a Grid/Graph anywhere in a document except in the Detail section. Since controls in the Detail section are repeated once per row of the dataset, the Grid/Graph would be repeated on each row.

3. Right-click the Dataset icon for the Grid/Graph that you want to link and click Add to section as shortcut.
   
   Note: If the dataset report uses an Intelligent Cube, this option is unavailable.

Related topic

•  

• Unlinking Grid/Graph shortcuts