Managing shared set references

After you share a set to make it available for inclusion in multiple reports, you can manage references to it. You can also copy it locally.

You can manage set references in the following ways:

Create a copy of a shared set to be used in a report.
Converting a shared set reference into a copy replaces the reference with a set definition that is stored in the report. The report does not reference the shared set from the source report. Any changes that are made to the shared set in the source report are not reflected in the target report. Instead of converting the reference to a copy, you can change the Inclusion property of the reference to Design time. Design time references use a static stored version of the shared set definition. However, you can later change the Inclusion property to be Run time to use the latest shared set definition.
Modify the properties of a set reference in the target report, including its Inclusion property. You can also modify a set reference in the target report by changing the set definition it refers to.
Refresh an existing set reference after a set changed in a source report and you want to use the updated set. To use the updated set if the Inclusion property is set to Design time, you must refresh its reference.
Review problems with an existing set reference.

Procedure

Open the target report that contains the reference to the shared set that you want to work with.
Click Tools > Manage Shared Set References.
To create a copy of a shared set to be used in a report, do the following steps:
1. Select the shared set reference that you want to copy.
2. Click Convert Reference to Copy. The Confirm Convert window is displayed.
3. If you want to convert the set reference into a copy that is stored in this report, click Yes. If you do not want to create a copy, click No.
  Important: If you convert the set reference into a copy, it is not updated when the set in the original report changes.
To modify an existing set reference in a target report, do the following steps:
1. Select the shared set reference that you want to modify.
2. Click Edit Reference.
3. To modify the set reference properties, select the reference, then click Edit . The Set Reference Properties window opens. You can now modify the set reference properties.
4. To modify the definition of the set, click New . The Set Definition window opens. You can now modify the set definition.
To refresh an existing set reference after a set changed in a source report, do the following steps:
1. Select the set reference that you want to refresh.
2. Click Refresh Reference.
To review problems with an existing set reference in a target report, do the following steps:
1. Select the set reference that is causing the problem.
2. Review and act upon the message that is displayed.
Save the report.