Overview

Once a report is created and published it is common to come back and update the report at some point in the future. 

This article covers how to go into an existing report and modify or delete functions that are already there.

Details

To edit certain areas of a report, the user must first check the report out for editing. The user can check the report out by clicking on the ellipsis icon in the lower-right corner of the report's card and then click Check Out. This will move the report into the user's Workspace.

It is important to note that only users with the Report Editor role assigned to them can edit reports. Report Viewers can only run report, not edit them.

When the user clicks the Check Out button it will move their report to their Workspace and will automatically open the report for them in Excel Online. 

How to Modify an Existing Function

To modify a function that already exists, the user will click on the desired function's cell in Excel and then open the Cosmos Report Editor if it isn't already open. 

When editing a Range List function, the user will expand the Range List section of the Cosmos Report Editor and make their changes there.

When editing a standard Field function, the user will open the Fields section of the Cosmos Report Editor and make their changes there. 

The user can change the function's name, the table and/or field that the function is returning in the report, along with any sorting, filtering, and limits that are being used within the function.

In the example below, the user is changing a function to return the Country Name into the report instead of the Country Code.

Once the desired changes have been made the user can close Excel Online and then Check In the report in the Workspace.

How to Delete a Function

To delete a function the user would click the cell that contains the function, navigate to the Cosmos Report Editor, and then go to the appropriate section, such as the Range Lists section or the Fields section. 

Once there, the user will click the Delete button in the lower right-hand corner of the function's area. An example of this is shown below highlighted in red.

Clicking the Delete button will remove the function from the report. Once a function has been deleted it cannot be undone, and if the user wanted it back, they would need to re-add the function to the report.