Adding an ad-hoc report

You can use an INFOR.READ.SLICE formula to create an ad-hoc report.
  1. Ensure that Excel is not in cell-editing mode.
  2. Select a cell in which to add the formula.
  3. Click Ad-hoc Report.
  4. Select a data connection from the list or click the Reference a cell icon to select a reference cell.
    The reference cell must contain a valid unique name for a data connection. For example, BIBestPr_BestPracticesOLAP. You can only use a single cell reference.
  5. Optionally, if you selected a data connection from the list and the data connection uses a Domain cube, select a domain from the list. Domains enable you to show a limited number of dimensions in the report. The default selection is No Selection.
  6. Optionally, if you selected a domain, select filter driver dimensions such as a configuration set, ledger, accounting unit, or entity.
    The filter driver dimensions differ depending on the selected domain.
  7. Select a cube from the list or click the Reference a cell icon to select a reference cell.
    The reference cell must contain a valid unique name for a cube. For example, Analysis. You can only use a single cell reference.
    Note: The selected data sources are kept in the data source pane until you refresh the add-in's user interface (UI). Right-click the UI and select Refresh.
  8. Optionally, select the hierarchies for filters. Click the Add icon and select the check boxes of the required hierarchies.
    Alternatively, you can click the Auto Fill icon to add the default hierarchies of unused dimensions. Unused dimensions are those from which you have not manually selected any hierarchies for filters, columns, and rows. We recommend that you select hierarchies for columns and rows before you use this function. Otherwise, all default hierarchies are selected for filters.
  9. Select the hierarchies for columns and rows. Click the Add icon and select the check boxes of the required hierarchies.
    Note: The Add report button is disabled until you select hierarchies for columns and rows.
  10. When you select a hierarchy as a filter, column, and row, its default element is used. To select one or more other elements instead, click the Expand icon on the selected hierarchy and perform any of these actions:
    • Expand elements in the elements panel and select the check boxes of the required elements.
    • To select all elements, expand all elements and select the check box in the list header.
    • Click the Search icon in the elements panel to look for specific elements to select.
    • Click a three-dot icon on the menu bar in the elements panel to select global elements for a specific hierarchy. For example, top elements and levels. This dynamic selection is available only for columns and rows.
    • Click the three-dot icon in the line with a specific element to select elements for that specific element. For example, a parent, siblings, or children of an element. This dynamic selection is available only for columns and rows and enables you to select dynamic subsets of a hierarchy. For example, the number of children of the All Years element changes for different years, depending on the current OLAP database model.
    The elements panel for columns and rows shows a Selections section. This section lists all the elements that you have selected both manually and through options that are available when you click the three-dot icon. In the Selections section, you can perform these actions:
    • Delete any of your selections. Click the Trash icon.
    • Order elements. Select the Break Hierarchy from the list and then drag elements to their new positions.

      If you do not select Break Hierarchy, then the element order of a hierarchy is used.

    • Activate a financial reporting mode. Select the Financial Mode from the list.
    • Activate a standard report view. Select the Standard from the list.
    • Indent elements. Indentation of elements is enabled by default. To disable indentation, click the Indent icon.
    • Resize the Selections section. Drag the top line of the section. To maximize the section, double-click the four-dot icon on the top line of the section or click the double arrow-up icon. To restore the regular size of the maximized section, double-click the four-dot icon on the top line of the section. To minimize the section, click the double arrow-down icon.
    • Search for a specific selection. Click the Search icon and specify the required selection.

    If you do not select any elements for column and rows, then in the Selections section, the top elements of the hierarchy are displayed by default. If you click Break Hierarchy but do not select any elements or top elements for columns and rows, then all hierarchy members are expanded in the report. Currently, you cannot use keyboard shortcuts or drag multiple items in the Selections section.

    Note: Dynamic selections automatically remove duplicates. Dynamic selections do not work with Microsoft Analysis Services and with Office Integration versions older than version 12.0.17.
  11. Optionally, click the Display Format icon in the elements panel to change the displayed element attribute or to add another element attribute to be displayed.
    By default, the element caption is selected. In the elements panel, you can also click the Element Visibility icon to select which elements to show.
  12. Click Add report.
    You can update a generated report by selecting another data source, by adding or removing filters, columns, and rows, or by changing filter, column, and row elements. To update a report, you must select an active cell within the report area. In the user interface, the relevant hierarchy is then highlighted and its elements are displayed in the elements panel. After you do the required updates, click Update report.
    After you add or update an ad-hoc report, you can edit it by adding or removing report elements. If, before you click Update report, you click an empty cell, a cell with an Excel native formula or with Infor EPM custom formula, then a warning is displayed. It warns that the active cell has been moved. If you click Proceed and then return to the active cell in the report area, then the report user interface does not show your changes. If you click Back, then the active cell in the report area is highlighted and your changes are displayed in the report user interface.
    Note: You can expand and collapse values within cells regardless of whether the Add Ad-hoc Report user interface is open or closed. You cannot collapse and expand values within cells if writeback mode is enabled.
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