Using Cascaded Parameter Sheets in a Report

This example continues from Walkthrough: Cascading Parameter Sheets.

1. Click the 'New' button in the Style Studio toolbar. This opens the 'New Asset' dialog box.

2. In the left panel, select the 'Report' node. In the right 'Types' panel, select 'Blank Tabular Report' and click 'OK'.

3. Select Report → Parameter. This opens the 'Parameter Definition' dialog box. Select the Prompting tab and choose the 'Use Parameter Sheets' option.

 

4. Click on the 'Edit' button. This opens the 'Parameter Flow' dialog box, in which you can set cascaded parameter sheets with conditional branching.

 

5. Drag and drop the 'customers', 'customer discount', and 'reseller discount' parameter sheets to the center. The 'Start point' and 'End point' boxes are the two terminal points of the flow.

 

6. You can now specify different flow sequences for the parameter sheets. Drag-and-drop from one sheet to another to connect them as shown.

 

7. Specify conditions at the different branch points:

a. Select 'condition1' and click on the 'Edit' button in the bottom right corner to open the condition dialog box.

b. Add the following condition: '[CustomerType] [is] [equal to] [Customer]'. Click 'OK'.

c. Select 'condition2' and click on the 'Edit' button in the bottom right corner to open the condition dialog box.

d. Add the following condition: '[CustomerType] [is] [equal to] [Reseller]'. Click 'OK'.

 

8. Click the 'Verify' button. If the links are correct, you will see a 'Links verified successfully' message.

 

9. Click 'OK' to close the 'Parameter Flow' dialog box. The parameter sheets are now ready to be added to the report.

 

Note that in addition to proceeding strictly in the forward direction, the cascading parameter sheet flow can also conditionally return to previous parameter sheets in the sequence.

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