Adding a data grid

Data grids are used to display the results of a single data source in a table in your IBM® Cognos® Incentive Compensation Management Presenter report.

Procedure

  1. To add a data grid to the layout table, perform one of the following steps:
    • Right-click a cell in your layout table, and select Add Data Grid.
    • Drag the source you want to use in the data grid onto a cell in the layout table.
  2. In the Display Selector window, select Data Grid and click OK.
    Important: If a source is dragged into a layout table that does not contain a numeric column, a data grid will be created automatically.
  3. Right-click the data grid, and select Edit Data Grid.
  4. Type a name for the data grid.
  5. Select a source.

    You can select any Presenter report sources to add to your grid. If you dragged a source onto the layout tab, this field will be pre-populated with the source.

  6. Click Next.
  7. Drag a column from the left to the right screen to sort the data.

    You can select more than one column to sort by.

    1. Right-click the column, and select either Order Ascending or Order Descending.
      Important: If a column is sorted at the time of data grid creation, it will not be sortable in the web client. Columns need to be sorted separately for each section of the grid. Sorting will not go beyond section breaks.
  8. Click Next.
  9. Select your data grid display options.

    For more information, see the Data grid display options section.

  10. Click Next.
  11. If you are sorting your data source by a date column from a table and want to create section breaks by time, select a calendar from the Calendar drop-down menu to associate with the date column.
    Important: A calendar only needs to be selected if you are sorting your grid by a date column that does not have a calendar associated with it. For example, you have a Custom table with a date column and you want to create a section break by time period. If you are not sorting your data grid by a date column, a calendar does not need to be selected. If you are sorting your data grid by a time partition, all potential section breaks will be associated with the calendar tied to the data grid source, and the calendar drop-down will be disabled.
  12. To delete any repeated group partitions, select the Suppress Repeated Partitions check box.
  13. If you want payees to have the ability to export this grid to Excel via the web client, select the Enable Export to Microsoft Excel check box.
  14. To display headers for each section, select the Show Section Headers check box.
  15. Click Add to specify any section breaks and to add information to the sections.
    1. Select a section to add from the drop-down menu and click OK.
    2. To modify the section break, select it and click Edit.
  16. Select a section break and click Base Font to format, align, and select the shading for section breaks.
  17. Drag the section breaks to change their order.
    Important: Section breaks display in the order they appear in the window.
  18. Click Finish.