Definition
Section captures the definition details of template. To define basic details of template, such as: name, type and model. The mandatory fields to be filled include:
Table to enter desired name for template. Note to have the report name be in English words.
Type select the type of template from available dropdown values that include Input, Report, System Reports and Table for different usages.
Input selected when user wants to create input schedule for data entry. The input data can be used for calculations or to capture additional information based on business requirements.
Report selected when user want to report/ show data for reporting purposes (read-only). Data can be outcome of calculations, financials , actuals etc.
Table all transaction data will be retrieved based on selection of dimension members in table format, this data can also be used for dynamic charts as well.
System Reports to select to retrieve any system related Information, in structure data format on the excel Interface for user’s reference and validation. Once selected, further dropdown is listed to select what type of data to drilldown to -
Drilldown To
Model Data retrieves all the transaction data from model to excel from model selected with field filtering options available below
Audit Data pulls out the complete audittrail system Information from model / fields selected to display who has changed, what has changed Including detailed timestamp
Journals extracts all the journals Information created for consolidation purposes
Notes retrieves Commentaries Information maintained onto the excel template
Model dropdown list with available modules in workspace for user to select & report on.
Note Model is key components while defining the template design, as this forms the basis for template definition. As each Virtual Model is a subset of data combinations from Standard Model, this becomes the base or layout creation. When a Virtual Model is selected, all the dimensions predefined for it will be shown automatically in Row, Column and Filter axis in layout section. However, these filters act as the starting point & can be modified by users for layout & member selections filtered from virtual model.
Some References following are some comparison among different types of templates:
Input is used for templates to enter data for combination of field members. There are some scenarios when input form is required:
- To provide data for key drivers marked as Input in Value driver tree
- To provide data for items unavailable in data source/ system
- Used by reviewers/approvers to adjust key index (if required)
After entering value for required items, user has to save data for updating in system.
When data is available for a specific field member, if modified or adjusted the new data will overwrite the existing.
Report is for users to view the existing data and details of Key drivers after system calculation.
User cannot enter any data in a report, even when data is entered in, it will not be saved.
System Report is a kind of report created for user reference and validation. In this report, data available in backend/data source will be retrieved and shown in report according to user selection on level of details
Apart from above fields, there are few functions to help with definition of templates to support user
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