Grouping data by indenting: Outline Mode on a report

You can create an indented grouping of related data on a grid report, including a grid displayed on a document, by organizing the data into a standard outline style. An outline lets you collapse and expand sections of related data.

For example, in the report below, you can expand and collapse data for product categories, such as electronics, food, and gifts.

Example of expanding and collapsing sections for related data

 

When Outline mode is enabled on a report, you expand and collapse data using the plus and minus icons on the left or the numbered buttons above the report, as shown in the image above.

Outline mode works the same for grid reports displayed on a document as it does for reports.

Exporting a report that uses outline mode

When you export a report that has Outline mode enabled, the report's outline look and feel is maintained in Excel. This means that if you have the first two attributes expanded and the last one collapsed in the report before you export, the same attributes are expanded and collapsed in Excel. You can use the expand and collapse buttons in Excel to change the data that is displayed.

Prerequisites

Outline mode is only available when the report has more than one object in the rows.
Outline mode is available only if DHTML is enabled. See DHTML-only features in Web.

To enable Outline mode on a report

1 Click the name of a grid report to execute it.
2 From the Tools menu, select Report Options. The Report Options dialog box opens.
3 Select the Outline check box, and click OK.
4 Expand and collapse individual levels by clicking the Expand icon or Collapse icon icons within each row on the report. Click the numbered buttons above the report to expand or collapse data for the page displayed.

Multiple-page reports work in the same way. For example, if you are on page 4 of a multiple-page report and you want to collapse the data to the second level, then you will only be collapsing data that is displayed on the fourth page of the report.

To show and hide Outline mode on a report on a document

1 Edit the document that contains the report.
2 In Editable Mode or Design Mode, click the report to select it.
3 On the Grid toolbar, click the Outline icon Outline mode icon to switch between showing and hiding Outline mode.
To display the Grid toolbar, click Grid on the menu bar.

Related topic

Understanding how data is displayed: Incremental Fetch