Lab Create: Hiding Rows and Columns

Estimated reading time: 13 minutes

Overview

ReportHideRowsOrColumns() is a function that allows you to hide both rows and columns when they are not needed. In this example, you will begin with hiding columns M, N, and O. In this lab, you will change the report to only reveal the 90 days column when there are invoices that are 90 days overdue. This will prepare you to create a report that could show any of the hidden columns if there were values in the column. This will remove the data clutter that can occur in reports.

This lab also details how to show or hide rows based on whether or not the rows contain an expected date value. There are multiple ways to accomplish this, however this lab only indicates explores one of the possibilities. This lab walks through how in a pinch situation where you are unable to contact the IT department and need to get a solution quickly. This approach is not part of the Best Practices, however will be a good bandaid. To totally solve the issue, the IT department will need to create a SQL parameter to link to the filter on the report. The SQL parameter in this instance has already been created, however, to have a SQL filter created contact your IT department.

In this example you will be using the Customer Aging Detail Report you created earlier or use the steps below to navigate to the provided one in the report library.

Hiding Rows

Step 1: To begin, open the Customer Collections report in the Report Library .


Now that you have the report, you can decide which rows you want to hide temporarily. Make sure you are in the tab labelled CustomerAgingDetail.

Step 2: Next you will unfreeze panes by going into Quick Tools and select Freeze/Unfreeze Panes.


Step 3: First, you need a filter that acts as a flag for an Excel formula. On row 39 insert a new row above it.


Step 4: In cell G39 input Show Expected Date: to label the filter for later use.


Step 3: Now restrict the cell H39 to only toggle between Yes, No, or leave it as an empty string.

To do this, select the parameter cell, navigate to the Data Excel Ribbon, then select Data Validation.


Step 4: Click the Allow dropdown and select List.


Step 5: Now change the allowed Source input to be Yes, No.

Note: This will make a drop down list consisting of two options, Yes and No.


Step 6: Now select row 30 and insert two rows above it.


Step 7: In cell G30 input Formula Refresh and in cell G31 insert Hide Rows: to label what each INTERJECT Report Formula is used for.


Step 8: In cell H30 insert =ReportCalc() and then select the fx button to bring up the function wizard.


Note: When hiding rows and columns it is important that a ReportCalc () is used along with a ReportHideRowOrColumn(). Since the ReportHideRowOrColumn() leverages cell values as flags, it requires the outputs of Excel formulas to be updated after an INTERJECT Pull event. The order of the INTERJECT events matters in this example so the order of Report Formulas matters. INTERJECT reads Report Formulas from Left to Right, Top to Bottom, thus the ReportCalc() is created before the ReportHideRowOrColumn() so that it is executed by INTERJECT first.


Step 9: In the fields OnPullSaveOrBoth, OnClearRunOrBoth, SheetOrWorkbook input Both, Both, Sheet respectively


Step 10: In the variable formatting range, in this case cell C16, input this formula =IF($H$42=”Yes”,”Show”,IF(R16=””,”Show”,”Hide”)). Be sure that it is in the Report Variable formatting range or the formula will not be copied down as intended. By selecting the cell in the formatting range, the formula will copy down to the rest of the report.

Once the report is ready you can view how to the left of the data there is a column filled with Show and Hide. Once you finish this example only the Show will be visible.


Step 11: To check if the excel formula is functioning pull the report using the Company Parameter, Market.


Step 12: In cell H31, type in =ReportHideRoworColumn and select fx.


Step 13: The Function Argument window will appear and in OnPullsSavesOrBoth you will input Pull


Step 14: ** In the box labeled **OnClearRunOrBoth you will input Both.


Step 15: For the third box labeled RoworColumnRange input C47:C48. Do this by selecting the cells, not by typing in the values.


Step 16: Set cell H42 to No then use the Pull Data menu item to check your work.


You will now only be able to view the invoices without expected dates.


Step 17: Now that the formula is complete, you can reformat the page using Quick Tools and Freeze the panes.


Hiding Columns

In this next example our goal is too hide the rows that have a payment expected date and show the rows without one.

Step 1: To begin you will unfreeze the report using Quick Tools .


You are now ready to begin editing the excel sheet.


Step 2: Select cell M34 and N34 and insert Hide. This is to hide the columns where the overdue charges are under 90 days since this data is not needed often.


Step 3: In cell G30 input Refresh Functions:, in cell G31 input Hide Columns:, and in cell G32 input Hide Rows:, then right align all 3 cells to create labels for report formulas so they don’t get mixed up.


Step 4: Select cell O34 and insert =IF(SUMIF(C47:C48,”Show”,O47:O48) > 0, “Show”, “Hide”).


Step 5: In cell G31 insert Hide Columns: and in cell H31 input =ReportHideRoworColumn()


Step 6: Select cell H31 and click the fx button to open the function wizard


Step 7: In the function wizard input Pull in the field labeled OnPullSaveOrBoth, input Both in the field OnClearRunOrBoth.


Step 8: Select the filed RowOrColumnRange then select the three cells containing Hide. In this case it will be M39:O39.


Step 9: Select cells M 5 and O 5 and shift them left 3 cells by cutting the cells and pasting them into J 5 and M 5 respectively.


Step 10: Select cells L19 and N19 and shift them left 3 cells by cutting the cells and pasting them into I19 and K19 respectively.


Step 11: Re-freeze the report


Step 12: In cell H39 input Market and set cell H42 to No and Pull the report


Your report is now finished and can hide rows and columns where the invoices have an expected date and there is no invoice that is 90 days past due.