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Editable Table within a Report

  • 1.  Editable Table within a Report

    Posted Fri August 19, 2022 05:30 AM
    Hi - was wondering if anyone can help.

    I'm trying to put together a Business Application forecast for 2023 that our users can also input into currently I have written the following:

    Which is showing the applications with a 2022 Run rate, an uplift then the projected forecast for 2023.
    What I'd really like is for our users to then go into this report and we have a yes/no to keeping for next year and then if they know of any additional spend (licence increases etc) to be able to put that in.

    Firstly is this possible ?
    Secondly I think I could do this in an editable table, but our users do not have admin rights, so how would they access it.

    thanks in advance :-)
    #ApptioforAll


  • 2.  RE: Editable Table within a Report

    Posted Fri August 19, 2022 08:21 AM
    Edited by System Admin Tue November 05, 2024 06:05 PM
    Good morning @Claire Finch,

    Yes, this can be done and it is via editable table. At a high level, after you created the editable table, then create a report using that editable table to do what you need the users to input. As for the permission, you will need to add custom permissions to all those users who need to fill them out. Once that is all set up, make sure you need to create a recurring updates for editable tables and recurring promotion schedules in the 'Build' ribbon tab.

    I assume your company has a CSM who can give you detailed instructions on doing this.

    I hope this help and I apologize for only a high level answer, Our company does not allow us to copy and paste screenshots in Apptio Community site; otherwise, I would provide you a few screenshots




    ------------------------------
    Tony Wong
    ExxonMobil TBM Analyst
    ------------------------------



  • 3.  RE: Editable Table within a Report
    Best Answer

    Posted Mon August 22, 2022 04:59 AM
    Hi - @Tony Wong - thanks so much for the reply, got me onto the right lines.

    We do have a CSM so will now contact them.

    Have a lovely day :-)​


  • 4.  RE: Editable Table within a Report

    Posted Mon August 22, 2022 05:09 AM
    Edited by Guillermo Cuadrado Tue November 05, 2024 06:28 PM

    As @Tony Wong suggested, it is pretty straightforward, @Claire Finch:

    1) Create a basic table with the "fixed" columns (the ones users cannot change)

    2) Create an editable table as an Enriched Table:


    3) ​Tell CT that you want it to have the static table as the Source Data Set, pick a Primary Key Column and specify the columns you need:


    4) In the Configure Columns step, create new columns for the items you need users to enter values for.
    Based on your post, I created Keep Next Budget Cycle and Additional Spend (both alphanumeric):



    5) You can then create a report with an Editable Table component:


    Once users enter values in either column, the Save button will be live, and CT will store the values. To get them to PRD, they'll have to click on the Publish button (I haven't tested that bit).

    You'll need to investigate the permissions, as pointed out by @Tony Wong-I haven't checked that bit.

    I hope this helps.



    ------------------------------
    Regards, Guillermo
    ------------------------------



  • 5.  RE: Editable Table within a Report

    Posted Mon August 22, 2022 05:16 AM
    Hi - @Guillermo Cuadrado

    This is fantastic - I do love a screenshot makes so much easier to understand.

    When I create the report do I do this as I'd normally do then pull the field names from the editable table or is  there a different way of creating the report

    thanks


  • 6.  RE: Editable Table within a Report

    Posted Mon August 22, 2022 05:30 AM

    Yes, @Claire Finch: just take them from the Editable Tables section in the explorer, just as you would with a regular table/report:



    ------------------------------
    Regards, Guillermo
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  • 7.  RE: Editable Table within a Report

    Posted Mon August 22, 2022 06:03 AM
    Fab - thanks have a lovely day


  • 8.  RE: Editable Table within a Report

    Posted Tue August 23, 2022 12:16 PM
    @Guillermo Cuadrado

    Hi - I've tried creating the report.  I've picked the Table option from the ribbon
    but when I add the editable columns they are not editable in the report​.  Is this how you do it or do you have a different table option.
    thanks


  • 9.  RE: Editable Table within a Report

    Posted Tue August 23, 2022 01:36 PM
    @Claire Finch, I assume you tried clicking on the specific cell of the column and you cannot change what was already there? It should let you type over and then the bottom right of the table within the report should 'light up' the 'Save' button.​

    ------------------------------
    Tony Wong
    ExxonMobil TBM Analyst
    ------------------------------



  • 10.  RE: Editable Table within a Report

    Posted Tue August 23, 2022 02:40 PM
    @Claire Finch in order to make it editable you have put the editable table on the report.  A normal table will just function as a normal table.  If you don't have this in the report ribbon you might have to get this function turned on for your environment.  




  • 11.  RE: Editable Table within a Report

    Posted Wed August 24, 2022 12:45 AM
    Exactly, @Michael Enslein. I failed to detail this, @Claire Finch​​.​

    ------------------------------
    Regards, Guillermo
    ------------------------------



  • 12.  RE: Editable Table within a Report

    Posted Wed August 24, 2022 03:17 AM
    @Michael Enslein / @Guillermo Cuadrado - thanks both appreciate the help.​​


  • 13.  RE: Editable Table within a Report

    Posted Wed August 24, 2022 12:23 PM
    @Michael Enslein / @Guilhem Castillo / @Tony Wong - Hi - just thought I'd let you know having the editable table option on the ribbon isn't standard, it has to be signed off by Apptio Engineering. :-)​​​


  • 14.  RE: Editable Table within a Report

    Posted Wed August 24, 2022 01:07 PM
    @Claire Finch, that's odd. I have the option in our ribbon. What version of R12 are you on? We are on this version.

    Client Version 1.12.0+r12-released-10381
    Client Component Version 0.7.3+19364bd
    Server Version 12.10.1.1-379
    Shared Components Version 1.12.0+.d5cbc42
    Application Template 7657

    As I do not believe we requested to be added to our environment.

    ​​

    ------------------------------
    Tony Wong
    ExxonMobil TBM Analyst
    ------------------------------



  • 15.  RE: Editable Table within a Report

    Posted Wed August 24, 2022 01:29 PM
    @Tony Wong  Hi - we are a couple of versions behind you

    We have just recently upgraded to Server Version 12.9 we did have a whole debate about going to 12.10 - looks like we should have now :-)​


  • 16.  RE: Editable Table within a Report

    Posted Thu August 25, 2022 01:04 AM
    Edited by Guillermo Cuadrado Tue November 05, 2024 06:17 PM
    Hmmm, that seems to ring a bell. We must have done that quite a while ago, @Claire Finch.

    (later)
    I checked my emails and about 2 years ago, our CSM at the time—the great @Gulcin Menekse—​opened a ticket that exposed Editable Tables on the reporting surface.

    It seems to be some kind of setting in the JVM (Java Virtual Machine?)

    ------------------------------
    Regards, Guillermo
    ------------------------------



  • 17.  RE: Editable Table within a Report

    Posted Fri November 11, 2022 09:52 AM
    How does one turn on this function for their environment?


  • 18.  RE: Editable Table within a Report

    Posted Fri November 11, 2022 11:52 AM
    I don't believe it is available to all yet.  You would want to submit a support ticket or work with your customer success manager requesting for the feature "Editable tables at the reporting surface".  Then they'll make the backend changes to make it available.  Once it is available, your reporting ribbon will change a little.  



    ------------------------------
    Eric Chan
    Consultant
    Rego Consulting
    ------------------------------