For using Inter-panel communication functionality, user needs to create two reports i.e. a parent report & a child report:-
Parent report: Primary report to which the Inter-panel communication functionality is to be applied
Child report: Secondary report which will reflect the data according to the click on the parent report columns
Note: Child report should have a filter which would be the input parameter to be passed in parent report. It is always better to create the Child report first.
Example: Let us create a tabular report of Employees and their expenses. We will then apply Inter-panel communication functionality on the Employee name; so if any of the employee names is clicked, a report showing Travel date and Destination will refresh and show data for that particular selected Employee name.
So in this case, parent report is the one which shows Employee name & Expenses. And Child report is the one which shows Destination & Travel date.
We will first see how to create the child report. Following are the steps to create child report:
Step 1: Create a report with Destination & Travel date as columns
Step 2: Now add ‘Employee name’ column in the filter section and edit the filter
Step 3: Select mode & values as ‘auto’. Select any employee name as a default
Step 4: Click on Generate report
Step 5: Save this report in the file repository by giving an appropriate name
The child report is now ready. We can now make the parent report to which IPC functionality is to be applied. Following are the steps to create a parent report:
Step 1: Create a tabular report with Employee name & Expense as columns
Step 2: Click on the ‘Customize’ button
Step 3: Double-click on ‘Drill down’ icon and select the column on which the drill down functionality is to be applied. Then click on more
Step 4: Select the column on which IPC is to be applied, click on enable IPC, & select the filter of the child report.
Step 5: Click on ‘OK’ and then click on the apply tick mark
Step 6: Save this report in the file repository by giving an appropriate name
Step 7: Now open dashboard designer and drag the parent and child report in the dashboard canvas
Step 8: Click on the edit icon of the child report and set the listener with the appropriate input parameter.
Users can now see that if any employee name is clicked from the parent report, the child report refreshes and shows data for that particular employee.
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