How-To Guide

Create Dynamic Template

Step 1: Goto Explore Menu

Step 2: Click on -> Table to create a new template

Step3: Provide the Template name & Type

Step 4: Click for the selection of the model and module. Select a Module for the existing list of predefined module lists for template creation.

Step 6: Move towards Filter and drag the dimensions towards the rows and columns which you want to appear.

Step 7: Click on the button on the right of the dimension name, select the member you want to select and the type of member from the dropdown and click on Okay

• Current member – the selected member

• Leaf member-the members which have no more children below them

• Descendants - Descendent refers to all the members under the parent

• Current member and Leaf Members: To select current member and the member which have no children below them

• Current member and Descendants: To select current member and all the members below it

Time Range Member Selector

Time Range Member Selector

This additional selection is available for the Time field only. For the Time field, click beside it. Under Type for Time member selector, the option Member Range should be selected, please choose option if you want to get Time dynamically from Start and End Period

Upon choosing the option, user then need to decide how JustPerform should determine Start Member and End Member for Time

User need to Select:

Level: Level in which Time is presented

• Year: to get all member .TOTAL for Year

• Quarter: to get all member .Qx for Quarter

• Month: to get base member .Pxx for Month

From/To Member Type (Reference Member): There are different type you can choose from to determine Start/End Time respectively

• System Date: Time will be automatically derived from System date (For example: If Today is 20/12/2023, Time for Month level will be 2023.P12, Quarter will be 2023.Q1 and Year will be 2023.TOTAL)

• FA Context: Time will be derived from current Context of Time dimension for same Functional Area

• Fixed Member: Fix Start/End Period

• Link to Property (All option below Fixed Member): System will show all available property where Time member can be defined from selection of different member. For example: If in your Version dimension you have Start Period property which is defined as Type "Link to other field - Time" then it will be showing as option. There are some note for this option below:

  • System will determine Time member from selection of other field in same report only

  • It will only work if other field member is single member (Will return no result for multiple members)

  • Offset (Applied for System date/FA Context/Link to Property): Number of periods for respective level (Year/Quarter/Month) which will be offset from Reference value to get final Start/End Period. For Example: If System date is 20/12/2023, Level is Month and Offset is +3 then final Member will be 2023.P12 + 3 = 2024.P02

Step 8: Click on Update to define the template structure in the Excel report

Step 9: Click on Refresh to generate the Template on the Excel Sheet

Create Dynamic Template

Creating a Template

The template above is a report displaying the Gross Sales Revenue account got the year 2022. The Account occupies the row, while column is occupied by the Time deminsion. The template is based on the Revenue Virtual Model. On memeber selection in each layout section, update and refresh retrives the value from the system. Additional style can be applied to make the report more readable.

Navigate through Templates

Navigating through Templates

On selecting and activity from the home pane, a drop down will display all the authorized entities and their status. Selecting an entity will redirect to the task pane which displays the associated task list. The task can open up existing report to view, inputting data to a template, running a calculation etc.

Create Set Range Template

Step 1: Move toward the tasks tab

Step 2: Click on to create a new template

Step3: Provide the Template name

Step 4: Click the Edit Icon for the selection of the model and module. Select a Module from the existing list of predefined module lists for template creation.

Step 6: Move towards the filter tab and drag the dimensions towards the rows and columns which you want to appear. After the dimensions to appear is selected, Move toward the rows and column. Make sure the Set Range checkbox is checked.

Step 7: Click on the Preferences button on the right of the set range in rows and the system navigates to a new pane to define the position of dimension members. Select the List of cells where you want rows to appear and click on add from selection.

Step 8: Click on Please select, a popup is shown with the property details of each dimension. Click on OKAY to save the selection.

Please note that ID is compulsory for each field

Step 9: Click on Update

Step 10: Repeat steps 7-8 for columns

Step 11: Click on Update and then on Refresh

Set Range