Flex Reporting window

Define the flex set and flex path within the Flex Reporting window. An individual drill level is called a flex set, and a collection of these is a flex path. The user drills and navigates the flex sets in the flex path.

A workbook can contain several flex paths. Export and import the definitions to reuse them. 

Each flex path has a defined name. The name links a formula to a particular flex path. Provide the name given to the path on the Flex Path tab within the Flex Reporting window.  The flex path name is referenced in XL3FlexMember formulas that are set to use the path.

When converting a grid to a flex report, define the default path for the flex report and select OK. You can always edit the formula to change the flex path.

If set to the filter members in the report, any drilled flex members will automatically update to show the members with data for the new selection. The formula report will dynamically grow and shrink, similar to grids.

By default, any XL3FlexMember includes a Drill To menu option. This allows the report's user to drill to any valid attribute/hierarchy level. You can use this option to disable that functionality for the given path.

A flex set is the level to which to drill. You can control the order in which the flex sets appear by using the toolbar's up and down arrows to move them.

Provide a name for each flex set. If a name isn't provided, the name defaults to the level name. The name will be shown on the right-click menu and can be changed. The Expand To menu displays the flex set name.

You can select a level of a hierarchy or attribute for the flex set to use.

An Excel range can be used for the source of the flex set — enter any valid Set MDX in the cell.

You can enter the MDX used to return the set here — enter any valid Set MDX.

When Auto Expand is enabled, all members returned in this set will be automatically expanded to the next flex set.

You can only include a hierarchy in a report once. If the hierarchy is in the report's rows, columns, or filter area, it can't be used in any of the Flex Sets. This also applies within a flex path. Once a hierarchy has been used, it can't be included again at another level.

This restriction doesn't apply to attribute hierarchies, which are one-level. It's recommended that you use the attribute hierarchy when defining the flex sets.