Insert Run Report Function

On the Function menu, click the Insert Run Report button. A list of the reports available to the responsibility are shown:

If there is another formula in the cell, or some other text, a warning will be displayed. This is to notify the user that the current cell contents will be overwritten. Select the desired report and click Next. A screen will be shown with a number of options:

The information is divided in to three sections.

Function Returns

The function return defines what will be displayed in the cell.

If you want to return a numeric value, such as a sum or count of a field, select the Calculated radio button. This value will be displayed in the cell once the function has resolved. If you want to display some text that will describe the drilldown, select the Static Text radio button. The Text value will be displayed in the cell once the function has resolved.

Drill Behavior

This section controls what happens when the user double clicks on the cell containing the function.

Report Title – this will be the title that is shown on the report if the user drills from the function. This defaults to the report title that was entered when the report was created, but can be changed.

Report To – if this is blank, the report will drill to a new workbook. If there is a matching drilldown template on the worksheet this field points to, then the output will be placed in that sheet.

Output Mode – this will almost always be Replace. Replace removes the values from the last execution, and replaces them with the results from the next execution. Append will keep the results from the previous execution, and append the results from this execution.

Template – if there are existing saved templates for this report definition, it can be selected here.

Function Result

The fields available in this section will depend on whether this is a Numeric or Text function, as defined in the Function Returns section above.

Result Field – this is the field that will be summed, counted, etc. The options available will depend on the field type, i.e. Date, Numeric, etc.

Result Operator – the operator to apply to the Result Field. The options are Average, Count, Max, Min, Sum, and List. Sum and Average are only available for Numeric fields.

Text – the text to display in the cell.

Once the values have been entered, click the Next button.

Parameters

The Parameters section may or may not be shown in this screen. What is shown will be determined by what parameters have been defined when the report definition was created.

Filters

A user can enter up to ten filters. These will be applied in addition to the parameters defined above. Filters can be applied to any field, not just those displayed on the report.

Advanced Criteria

The Advanced Criteria section has four options.

Once all the information has been filled in, click finish to create the function.

The Clear Filters button will clear all the filters.