Linking two work sheets

Question

Hi All
I have two different worksheets namely 'summary' and 'detail'. The purpose is the first worksheet contains the summary report and the second one the detailed report. My problem is both the sheets have a common field on which i linked the sheets 'contract number'. For example what i intended to do was in worksheet 'summary' if i have a field called 'contractnumber' and i click on it then it must take me to the 'detailed' report on that particular contract number. Instead its displaying all the contract numbers again. Any idea how to solve it?
Thanks

Answer 1

Hi skat
Absolutely, you can do all of this. You can link worksheets in the same workbook and you can link workbooks in different workbooks. These links can only be created in Plus but they work brilliantly in Viewer where a user can go back and forth between linked worksheets using the browser Next and Back buttons.
Hopefully the following comments and workflow will help:
To effectively drill from one worksheet to another takes a little planning and forethought. I recommend that you take some time to think about what drills you intend to create. In other words, step back and try to see the big picture. You cannot create a hyper-drill if you have nowhere to drill to, so when creating a worksheet hyper-drill, you need to have created and saved the lower lower-level worksheet first. We know this sounds obvious, but you would be surprised how many people miss this step and jump right into creating the higher-level worksheet.
Note: The two worksheets can be in the same workbook or in different workbooks. While the choice is yours, we recommend that you think carefully before mixing worksheets with differing intents in the same workbook.
Having created the drill-to worksheet, you can now create the drill-from worksheet.
To build a hyper link to another worksheet, follow this workflow:
1. Build the lower-level worksheet and note the parameters that you wish to pass.
2. Create and save a higher-level worksheet.
3. Execute the higher-level worksheet so that data is displayed on screen.
4. Locate the cell from where you wish your users to be able to drill.
5. Right-click on the cell and, from the pop-up menu, select Manage Links. The Manage Links dialog box will now open.
6. The Manage Links dialog box is the place where you create, edit, delete, or reorder the links in your worksheet. It has the following areas:
Item - This is the name of a worksheet item.
New Link - Click this button to create a new hyper link.
Edit Link - Click this button to edit an existing hyper link.
Delete Link - Click this button to delete an existing hyper link.
A set of move up / move down buttons - If there are multiple links from the same items, these buttons allow you to order the list of links. You can move an item up or down one place, or you can move an item to the top or to the bottom of the list.
OK - Click the OK button to save the changes that you have made and return to Discoverer Plus.
7. Click the New Link button. This opens the New Link dialog box.
8. The New Link dialog box is where you create a new hyper link. It has the following areas:
What would you like to name this link? - Type a meaningful name into this area. The name that you type here is the name that will appear in the list of hyper links when the user clicks in the cell.
Where do you want to link to? - Your valid options are Worksheet and URL. Use the drop-down button to change the selection.
Destination - This area will be displayed only when you are creating a URL link. Discoverer automatically inserts the characters http:// and is waiting for you to type the remainder of the URL.
Destination Workbook - This area will be displayed only when you are creating a worksheet link. Use the Browse button to select the workbook containing the worksheet that you wish to use.
Destination Worksheet - This area will be displayed only when you are creating a worksheet link. It will be accessible only after you have selected the workbook that contains the worksheet you wish to use. Use the drop-down button to select the worksheet you will be using.
Parameters - If the worksheet that you are drilling to has parameters, you can optionally choose what values Discoverer will pass to those parameters whenever the user drills through. You are not mandated to pre-assign any parameters. If you choose not to pre-assign the parameters, then the user who is following your link will be required to supply the parameters at run time. However, should you decide to pre-assign parameters, and we recommend that you do, click the Parameters button. Discoverer will display the Parameters dialog box discussed next.
9. The Parameters dialog box enables you to pre-assign values to the parameters that exist in the lower-level worksheet. You assign one of the following values:
The parameter that was accepted as input to the current worksheet, or
The cell value from the current worksheet
10. To pick a value to pass to the next worksheet, click the drop-down button alongside the parameter. Discoverer will now display the valid values that can be passed. These will be displayed in the following order:
Data points
Cell values
Parameter values
11. Continue assigning values to the parameters in the lower-level worksheet.
12. When all parameters have been assigned a value, click the OK button.
Note: The OK button will be grayed out until you have completed the New Link dialog box
Hope this helps
Michael