Flex Reporting

Introduction

Flex reporting is a new style of Formula Reporting introduced in Version 7.6. It allows a report designer to define a custom drill path for a report, so the user of the report could drill, for example, from Products => Customers => Orders. Each Drill is performed so that only rows with data are return, this means drilling into a particular product would only return customers that have bought that product (this is dependent on the Measure applying over both hierarchies)

Getting Started

A individual drill level is called a "Flex Set" and a collection of these is a "Flex Path". A individual member can be assigned a "Flex Path" and as the user drills they will navigate the "Flex Sets" in the path.

The starting place for any Flex Report is to insert a Grid and define the starting structure, so which dimensions will be on filters, rows and columns. As with traditional formula reports the structure of the report is static once converted to formula so it's important to start with a grid that matches the final structure.

Once the grid is ready, right-click and select "Convert to flex report", this will show the Flex Report form.