Planning Analytics

Planning Analytics

Get AI-infused integrated business planning

 View Only
  • 1.  PAX element - bring back current selection for info

    Posted 01/10/24 08:28 AM

    Hi all,

    What is the formula to bring back a current element selection in Excel Exploration. Tried DBRW, DBRA, SUBNM.

    This is the current formula - I just want the cell to show the current c Margin Assumption selection

    Thanks

    Adam



    ------------------------------
    Adam Hubbard
    ------------------------------


  • 2.  RE: PAX element - bring back current selection for info

    Posted 01/11/24 04:01 AM

    The simple answer is that there is no way to do what you are requesting other than perhaps to use the PAfE API. Explorations are an analysis tool. There is a MDX statement dynamically generated as you drag and drop and select. So with the  PAfE API you might be able to read and interpret that.

    I suggest you look at Universal Reports which were released in 2.0.90 and we havecall been waiting for.  It is a new reporting mode. It does not allow you to changes dimension/hierarchy positions but if you have a fixed format the you have everything available in cells which can then be referenced as you wish.



    ------------------------------
    John O'Leary
    ------------------------------



  • 3.  RE: PAX element - bring back current selection for info

    Posted 01/12/24 09:39 AM
    Edited by Ted Phillips 01/12/24 09:40 AM

    Important to note that Universal Reports actually does let you change dimensionality (or the shape of the report) on the fly, the easiest demo of this ability is that by adding a condition (ex: if) and adjusting the two default MakeAxis functions' parameter for id to some non-static value you can swap rows and columns dynamically (even if the count of dimensions is inequal).  That's a fairly trivial example that shows UR's structurally 'reforming' in place, but there is really not much limit to it, everything is exposed as a calculation outcome in the spreadsheet - the count of dimensions, their placement location, which cube is being used, or what source system is being used can all change based on whatever calculation outcome you can construct.  On the extreme opposite end, the formula based outcome can be replaced with fixed query strings as well (and switch between them at any time).

    We've tried to strike a balance with the formula set that we put down to pre-expose what I think are the most typical touchpoints for adjusting (so that the formulas wouldn't typically need to be dramatically restructured) for a 'Dynamic Reports ++' use case, but granularilty can be increased all the way down or simplified as desired.  While the Dynamic Reports-style outcome was our initial target (expression based row and column outcomes), one of our next steps will be to offer a simplified alternative outcome (think Custom Reports or Quick Reports ++) - far fewer formulas put down but still with same underlying technology. Instead of expressions to define the report, it'll be along the lines of picking up element names plainly from the spreadsheet headers themselves.  With UR's, our goal is cover a broad range of use cases and user skill levels, from those that are completely novice, to excel power users, to those that are capable of working in MDX directly - we have more coming to achieve the full vision there.

    Going back to the original topic, as John said, Exploration Reports are a dynamic, but not parameterizable reporting system, so they'll have limited interaction with formulas to define their outcome. The canonical definition of the report lives off-worksheet.  My suggestion for Adam is to check out unhiding the contents in between rows 2 & 13 (you can get some report details there, that may be of help), note that some of the labels are placed for convenience at the time of creation, and are not massaged continuously.



    ------------------------------
    Ted Phillips
    IBM
    ------------------------------



  • 4.  RE: PAX element - bring back current selection for info

    Posted 01/12/24 02:41 PM

    Ted

    That's a great explanation.

    I'm sure you have considered this but what would be useful would be to have  the functions of Explorations and UR's combined with the Exploration UI selections driving the content of UR definition and then rather than having a "convert to" option there would be a "disconnect from" option parameter to make it more of a reporting method.

    John



    ------------------------------
    John O'Leary
    ------------------------------



  • 5.  RE: PAX element - bring back current selection for info

    Posted 01/12/24 09:45 AM

    If you're just looking to display the context selections in an Excel cell, you can parse the filters in the hidden rows. Unless you change the defaults of the report, the context filters would be found in Row 9. 



    ------------------------------
    Matthew Berson
    ------------------------------