How-To (Book Context)

This Section provides detailed guide to help in understanding the usage of Parameters based on Book Context & steps to create them.

Scenario

Auto-populate the Costcenters based on the Profitcenter selection from Excel cell value

Prerequisite - Defined relationship between Profitcenter & Costcenter with "Linked to Property"

Profitcenter is created as "Linked to Property" in Costcenter field & the complete mapping of Costcenter - Profitcenter is updated as show below -

Profitcenter1 can be mapped to multiple cost centers such as Cost center1, Cost center2) & similarly Porfitcenter2 can be mapped to Cost center3 & Cost center4.

Step1 - Create Parameter

To define the Parameters, Click on +Add Button. & populate the the following information -

Name: Parameter name - Profitctr
Type: Select the type of context - Book Context
- Book Context: If parameter value to read from the excel workbook cell selected
Fields: Select the field/property - Group Finance - Profitcenter - ID
Reference: Refer to excel cell value - Sheet2 - C3
Parameter Value - Property value - ID
- Important Note - Please note that capability to pass the property values of the field from excel cell as context is also possible through this option.
Relationship: Leaf members

Click on SAVE to save the Parameter, & can be now used for the report.

Step2 - Use the Parameter

Create /Update report definition & refresh report with Costcenter in Rows for display

Select Costcenter member selector using filter Icon as TYPE = Profitcenter & Select member as %Profitctr%
Select Type -Profitcenter (as Profitcenter is linked to dimension for Costcenter)
Parameters defined for this field are listed with format &parameter name%
- Select %Profitctr%
Click Okay & Refresh the template.
Expected output - Template is refreshed based on the Profitcenter from Book context

In this case, Profitcenter from Book context/excel cell is 1030, hence all Costcenters mapped to this Profitcenter are populated with Costcenter ID & Description in the report

Change Book Context - Change the Profitcenter value from Excel cell C3 to 1010 & Refresh the report , the expected Outcome as displayed below will be all Costcenters that are mapped to 1010 Profitcenter.

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Last updated 1 year ago

Scenario

Auto-populate the Costcenters based on the Profitcenter selection from Excel cell value

Prerequisite - Defined relationship between Profitcenter & Costcenter with "Linked to Property"

Profitcenter is created as "Linked to Property" in Costcenter field & the complete mapping of Costcenter - Profitcenter is updated as show below -

Profitcenter1 can be mapped to multiple cost centers such as Cost center1, Cost center2) & similarly Porfitcenter2 can be mapped to Cost center3 & Cost center4.

Step1 - Create Parameter

To define the Parameters, Click on +Add Button. & populate the the following information -

Name: Parameter name - Profitctr

Type: Select the type of context - Book Context

Book Context: If parameter value to read from the excel workbook cell selected

Fields: Select the field/property - Group Finance - Profitcenter - ID

Reference: Refer to excel cell value - Sheet2 - C3

Parameter Value - Property value - ID

Important Note - Please note that capability to pass the property values of the field from excel cell as context is also possible through this option.

Relationship: Leaf members

Click on SAVE to save the Parameter, & can be now used for the report.

Step2 - Use the Parameter

Create /Update report definition & refresh report with Costcenter in Rows for display

Select Costcenter member selector using filter Icon as TYPE = Profitcenter & Select member as %Profitctr%

Select Type -Profitcenter (as Profitcenter is linked to dimension for Costcenter)

Parameters defined for this field are listed with format &parameter name%

Select %Profitctr%

Click Okay & Refresh the template.

Expected output - Template is refreshed based on the Profitcenter from Book context

In this case, Profitcenter from Book context/excel cell is 1030, hence all Costcenters mapped to this Profitcenter are populated with Costcenter ID & Description in the report

Change Book Context - Change the Profitcenter value from Excel cell C3 to 1010 & Refresh the report , the expected Outcome as displayed below will be all Costcenters that are mapped to 1010 Profitcenter.