Report Builder hub

The Report Builder hub is the right pane that is displayed within your Excel workbook when you select Report Builder from the Excel ribbon bar.

Use the Report Builder hub to create, update, delete, and manage data blocks.

The Report Builder hub contains the Create, Manage and Schedule buttons, the Commands panel, and the Quick edit panel.

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Commands panel

Use the Commands panel to access commands that are compatible with the selected cells or a previous action.

Quick edit panel

When you select one or more data blocks in a spreadsheet, Report Builder displays the Quick edit panel. You can use the Quick edit panel to change parameters in one or more data blocks at the same time.

The changes you make when you use the Quick Edit sections apply to all selected data blocks.

Data views

Data blocks pull data from a selected data view. If multiple data blocks are selected in a worksheet and they don’t pull data from the same data view, the Data views link displays Multiple.

When you change the data view, all data blocks in the selection adopt the new data view. Components in the data block are matched to the new data view based on ID. If a component isn’t found in a data block, the component is removed and replaced with Invalid value or an is displayed for the specific component.

To change the data view, select a new data view from the Data view drop-down menu.

Date range

Date range shows the date range for the selected data blocks. If multiple data blocks are selected with multiple date ranges, the Date range link displays Multiple.

Segments

The Segments link displays a summary list of the segments used by the selected data blocks. If multiple data blocks are selected with multiple segments applied, the Segments link displays Multiple.