How to attach and detach a report

If you want to save the results of an analysis but don’t want to create a new report, you can detach a report. This effectively creates a table in Excel with the results of your analysis. Detached reports are not affected by filters applied or removed after the report has been detached. You can continue to analyze your data by inserting the same report (or a different one) into another worksheet or into different columns on the same worksheet.

Loading your DB

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Load one of the databases used in the previous lessons:

(1) Click on the Vizubi tab in the ribbon.
(2) Click on the Open button in the Database group.
(3) Browse until you find “C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\” then select “getting started.ndb”.
(4) Click on the Open button to load the file.

Open a report

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(1) Click on the Report button in the Reports group of the ribbon and select All of the analyses. The Select Report window opens.
(2) Double click on My first report to load it.
(3) The report appears in the worksheet.

Add a new field

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(1) Drag and drop the ProductName field in the Row Labels pane.
(2) A new column is added to your report.

Save the new report

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(1) Click on the Save as button in the Reports group of the ribbon. The Save as window opens.
(2) Insert Sales_by_product_and_country in the name and label fields.
(3) Click on OK to confirm.

Applying a filter

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(1) Select Rossi Bermuda Shorts and Summer Shorts in the ProductName column.
(2) Click on the Filter By Selection button in the Selections group of the ribbon.

Detach the filtered report

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(1) The report shows sales of Rossi Bermuda Shorts and Summer Shorts.
(2) Click on the Detach button in the Reports group.
(3) Click on the Clear button in the Selections group of the ribbon. The filter is not cleared from the report.

Open the new report in another sheet and apply a new filter

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(1) Click on Sheet2 in Excel.
(2) Click on the upper part of the Report button in the Reports group of the ribbon. The Select Report window opens.
(3) Double click on Sales_by_product_and_country to load it. The report appears in the worksheet.
(4) Double click on Oyaki Kimono to apply a new filter.

Compare the two reports

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(1) Compare the two reports. The detached report on Sheet1 is not affected by the filter applied to the report on Sheet2.

Re-attach the report

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(1) Go back to the Sheet1.
(2) Click on the Detach button in the Reports group of the ribbon.
(3) The report becomes “attached” and all active filters (in this case Oyaki Kimono) are applied.

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