Opening sub reports or sub views

How to open sub reports from a Cross-Tab 

Subview allows a drill-down view of the same or different set of columns from the higher level. You can view detailed information of dimensions or measures by associating them with another relevant cross-tab.

Two different  cross-tab can be related through subview by providing the Join condition.

Note: Subview can be formed between two  cross-tab from same dataset or different datasets, as far as the type of the columns in Join condition is matching. You can create unlimited chain of subviews using this feature. 

Example 1:

The below sales performance  cross-tab (State wise Sales performance and Employee wise Sales performance) shows state wise gross sales, target and performance for the year of 2013 & 2014 and employee wise performance for these years. Let's see how to associate both the  cross-tab in order to view the relevant employee performance data when you click on each state. 

SALES PERFORMANCE BY STATES

SALES PERFORMANCE BY EMPLOYEES 

Step 1

In the  cross-tab toolbar, click on the Setting icon and open Manage subviews icon.

The system displays the Manage Subview dialog box.

Step 2

In the Manage Subview dialog box, click the Add icon.

The system displays the Add Subview dialog box.

ADD SUBVIEW DIALOG 

Step 3

In the Name field, enter any name like 'State-Employee'.

From the Dimension (base  cross-tab) drop-down list, select the dimension name – State – for the base  cross-tab so that when you click on the State dimension, the subview will be opened.

In the Subview  cross-tab section, select the folder in which the sub-report (another  cross-tab) is saved. All the objects saved in the selected folder will be displayed in the Select object list. Select the sub-report – Sales performance Employees – from the list.

Step 4

In the Dimension mapping section, select join options for Base  cross-tab and Subview  cross-tab. Both State wise sales performance  cross-tab and Employee wise sales performance  cross-tab have State, the common column, which is defined as JOIN condition between them as below.

Base  cross-tab : Sales Performance-States – State = Subview  cross-tab : Sales Performance-Employees – State

Click ADD for adding more conditions. The system displays the conditions selected in the Dimension mapping section.

You can also delete the added conditions by clicking the Delete icon.

Click OK to add the subview.

The subview (Sales Performance - Employees) will be opened by clicking on the State values in the base  cross-tab as below. 

EMPLOYEE WISE SALES PERFORMANCE OF 'ARIZONA' STATE

EMPLOYEE WISE SALES PERFORMANCE OF 'FLORIDA' STATE 

The subview templates can also be accessed from the Manage subview option available in the  cross-tab settings toolbar (as displayed below). You can any time Add new subview template, Edit and Delete them from the Manage subview dialog box.