Introduction

Merging Headers and Renaming Headers


You can merge column or row headers and rename headers to format your grid to your liking. The following shows how the headers for the two dimensions on the column axis are merged and renamed:

Original Grid with Year and Scenario dimensions on the column.

 

Qtr1

Market

Actual

Budget

Variance

Variance %

East

5380

6500

-1120

-17.231

West

7137

8960

-1823

-20.346

 

Headers for Year ad Scenario are merged.
The string "Qtr" is renamed to "Q."

Market

Q1 Actual

Q1 Budget

Q1 Variance

Q1 Variance %

East

5380

6500

-1120

-17.231

West

7137

8960

-1823

-20.346

To merge headers:

  1. Right-click on a column or row header and select Advanced > Merged Headers....
    The Merged Headers dialog pops up. The available dimensions from the axis where you launched the Merge Headers... menu option are listed in the Available Dimensions panel.
  2. Select the dimensions whose headers you want to merge. Use the Ctrl and Shift keys for multiple selection.
  3. Click Merge.
    A default new name displays in the Merged Name textbox, consisting of the name of each of the merged dimensions. The dimensions selected also appear under Drillable Dimension for selection.
  4. Select a drillable dimension from the list under Drillable Dimension.
    This sets the drillable dimension when you try to drill down on the merged header. There can only be one drillable dimension when headers are merged.
  5. Click Apply to merge the headers, or click OK to merge the headers and exit the dialog.

To rename a header:

  1. Right-click on a header (for either a merged header or a regular header) and select Merged Headers....
    The Merged Headers dialog pops up.
  2. For a merged header, click the Replacement Strings tab.

    Note

    If this is a regular header (not a merged header), you still need to select the dimension from the Available Dimensions panel that you want to rename and click Merge. Otherwise you will not be able to specify the replacement strings.


  3. Click inside the textbox under the Old Strings column and enter the old string that you want to replace.
  4. Click inside the textbox under the New Strings column and enter the new string.
    You can specify additional replacement strings by clicking the Add button and repeat step 3 and step 4.

    Note

    This search-and-replace feature is case-sensitive and searches partial words.


  5. To set the order of string replacements, click to select the row you want to move and then click the Move Up or Move Down button.
  6. Click Apply to apply the string replacement, or click OK to apply the string replacement and exit the dialog.

To unmerge a merged header:

  1. Right-click on a merged header and select Advanced > Merged Headers....
    The Merged Headers dialog pops up. The dimensions whose headers are merged are highlighted in the in the Available Dimensions panel.
  2. Click Unmerge.
    The dimensions in the Available Dimensions panel are no longer highlighted, and the Drillable Dimension list becomes empty.
  3. Click Apply to unmerge the headers, or click OK to unmerge the headers and exit the dialog.

 

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