Toggle rows and columns

In Universal Reports, you can expand consolidated members in rows and columns to view their children.

If the Display Toggle property is defined in the query parameterization area to display row and column toggles, consolidated members that are collapsed have a plus sign (+) before the member name and those that are expanded have a minus sign (-) before the member name Double-click the member name to expand or collapse the cell. If the Display Toggle property is turned off, toggles on consolidated cells don't display and you cannot expand or collapse these cells.

Other than Explorations, the Universal Report is the only reporting mode that supports the ability to toggle on both the rows and columns. Universal Reports achieve this by using cell-based insertion as opposed to a full row or column insertion. The benefit of cell-based insertion is that the content is preserved as expected within the sheet.

However, if you have multiple Universal Reports on the same sheet either vertically aligned or side by side, when you toggle a row or column header, one or more of the reports might eventually tear and no longer be symmetrical.

A Universal Report displays content that is no longer symmetrical

One way to prevent Universal Reports from tearing when toggling row or column headers, is to include additional cells in the tm2\\_#_rx and tm2\\_#_cx named ranges. These named ranges refer to the formatting areas of the Universal Report and include expansion.

You can redefine the tm2\\_#_rx and tm2\\_#_cx to include additional cells below and to the right of the first Universal Report.
  1. Go to Formulas and click Name Manager.
  2. Scroll to the named range and expand the cell range in the Refers to field.

By expanding the cell range of both named ranges, cell-based insertion acts upon a greater cell area and better maintains the position of other content on the sheet.

The following example is an instance of vertical tearing. The reports are vertically stacked, and toggling rows and columns of these reports results in the data being displayed asymmetrically.

A Universal Report displays content that is no longer symmetrical

To fix this, redefine the tm2\\_#_rx named range. In this example, the named range was changed from =Sheet1!$F$82:$F$85 to =Sheet1!$A$82:$Z$85.

Now, when you toggle rows and columns, the Universal Report does not tear.

Universal Report toggles without tearing