Static Reports

Notes:

Static Reports is currently in feature preview and as such documentation for this feature is still work in progress

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Static Reports allow a fixed layout of xpna.MEMBER cells — placed on rows, columns, and as slicers — to be saved as a report definition inside an Excel workbook. Once defined, data can be loaded into the report.

Each static report is anchored to a single Excel cell that contains the xpna.STATIC formula. That formula stores the report definition in the workbook by identifying which cells act as rows, which act as columns, and which cells act as slicers.

Details of the function syntax, arguments, anchor-cell behaviour, and slicer handling are documented in xpna.STATIC.

Creating a static report

A static report is created from the xpna task pane through the static report actions:

• If a single cell is selected before the dialog is opened, that cell is treated as the static formula cell. The row range, column range, and any filter ranges are then selected in the dialog.
• If a range of two or more cells is selected before the dialog is opened, that selection is treated as an existing layout to be interpreted. The row and column ranges are inferred from the selected layout, and the static formula cell is then chosen separately in the dialog.
• The static formula cell, row range, and column range are required before the report can be created.
• All selected ranges for the new report must remain outside any existing static report on the worksheet.
• After the required ranges have been provided, xpna writes the xpna.STATIC formula into the chosen formula cell and loads data into the report.

Editing a static report

Selecting an existing report in the task pane and opening the Edit Report panel allows the following changes:

• The static formula cell is shown prominently during editing so the current report anchor remains visible, but it cannot be changed from the edit dialog.
• Row range — select a new range of xpna.MEMBER cells to use as the row axis.
• Column range — select a new range of xpna.MEMBER cells to use as the column axis.
• Slicers — add a filter by selecting a single xpna.MEMBER cell or a larger range outside the main report area, or remove an existing filter range from the list.

If a required value such as the row range or column range is missing, a validation message is shown beside the affected field in the dialog.

Every change is applied by rewriting the xpna.STATIC formula in the anchor cell. No other cells or named ranges in the workbook are modified as part of the edit.