Concept: Global Prompts in Live Data

In a workbook with multiple live data areas that are based on an advanced, composite, or matrix report, you don't need to manage each set of live data prompts separately. You can select a set of prompts to be global prompts, and Worksheets then applies those prompt values to all live data areas in all sheets (reports) in the workbook when the live data refreshes.

In Worksheets, a source report is a designated report within a workbook that serves as the main point of reference for global prompts. This setup allows you to manage shared global prompts across multiple reports more efficiently.

Worksheets supports a subset of prompt field types as global prompts: Boolean, Date, Date Time, Numeric (integers only), Text, Multi-Instance, or Single Instance. When mapping a prompt to a global prompt, only prompts of the same type are available. Keep in mind that when you're mapping a prompt to a global, all report prompts of the same type are available for selection; be careful that the prompt you select makes sense in the context of the report. For example, the Company prompt and the Worker prompt have the same data type (Text), but you would not want to map a Company prompt as the global prompt for a Worker.

We strongly recommend creating a table name for the live data area that you're using as the global prompt source. The table displays as a prompt prefix when mapping.

To assign global prompts for a new live data area and map those prompts to other areas in the workbook:

Assign a source report: In the Data Wizard

Select Options

page, select the

Set as Source Report

option. You can select only one source report for a workbook.

Map other live data area prompt values to the global prompts, using one of these methods:

In the Data Wizard

Select Prompt Values

page, select

Map to Existing Prompt

, then select the defined global prompt.

Click the

Global Prompts

icon in the workbook toolbar.

For existing live data areas, select to edit the report prompts by clicking the

Edit

link in the live details panel. Then follow the steps above.

In the live data details panel, you see a

Source

identifier if the live data area is being used as the global prompt source report. Additionally, if you are in the

Select Prompt Values

wizard page for the live data source report, a

Source

identifier displays below any prompts that are currently assigned as mapped prompts in other live data areas. Keep in mind that any changes you make to a source global prompt will impact other live data areas.

Undo is supported only when you make the change using the Data Wizard. You can't undo any changes made using the global prompts panel.