User flow

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Parameters feature is available for stories in the JustPerform Excel Add-in.

Under Tasks menu, Parameters section is available for configuration & maintenance as below -

Parameters created at workbook level, can used on any of the reports created in the workbook.

User flow

Below is the detailed steps or task list for definition & usage of parameters

Create Parameter

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

• Name: Parameter name that is used to define the variable that can be used dynamically.

• Type: Select the type of context

  • User Context: If parameter value to read from the user context selected

  • Book Context: If parameter value to read from specific excel book cell value

• Fields: Select the field/property from the field member selector grouped by models.

  • Note: ID or Property can be selected based on the relationship scenario defined.

• Reference: Select the cell in excel workbook to read the parameter context value.

  • Note - applicable only for Type = Book Context

• Relationship: Leaf members

Note the output of parameter value can be single/multiple members.

example - Profitcenter parameter defined based on user context

Using a Parameter.

Parameters can be used in any of the reports t be

Under report definition, Parameters are available for selection in both

• Member selector of the respective field (for which parameter has been created)

• Member selector of all Fields, where the parameter field is used as Linked to property

Parameters are Identified as variable format like - %Parameter name%

• Users can select the Parameter and Relationship.

• When the report is refreshed, the parameter will be read from the context & passed to the report definition, Dynamic report is refreshed with all values possible based on Context.