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Apptio Community Member posted Tue December 07, 2021 06:03 AM
Hello,

I really appreciate everyone's help.  I am implementing reporting that makes use of Apptio outside of the standard ATUM model.  I have read the documentation and make use of Help Center and Community Search before asking questions but am often not finding too much and am not able to get things to work without reaching out.

Here is this tonight's/this morning's (where does the time go?) question.

I have a custom project named Test with a modeled table named My Cost Source with a report My Report and a drill My Drill.

My Report has a global filter Account which when set allows me to drill into My Drill with the data filtered by the value of Account in the global filter.  With the global filter set when I drill into My Drill it lists the budget and cost under the filtered account.

I have a use case where rather than drilling into My Drill I would like to call My Drill using the EvalWiki function and specifying a filter.  I can get the EvalWiki functon to call the report using the following:

<%=EvalWiki("["&"[/My Report/My Drill|Run the Report]"&"]")%>

I cannot figure out how to add a filter in the EvalWiki function to filter the data on My Drill by Account.

I found a post from @Chris Davidson from way back in 2018 where he states the following:

Each object has its own default object report, but we often want to build our own report based on a particular object.
For example, to build a custom report called My Report based on the Business Services object:
<%=EvalWiki("["&"[tab:Service Costing/@Business Services/My Report/!FILTER[All Business Services.Objective=""Tolerate""]|Click to see details]"&"]")%>

I am not sure how my situation maps to the information above.  I have tried substituting My Cost Model for Business Services and /My Report/My Drill for My Report but no joy. 

It looks like the Help for EvalWiki may have a typo.  Can someone confirm this for me?


3. Enter a formula such as the following:

=EvalWiki("[[/myObject/!FILTER[myColumn="""&myColumn&"""]/ myReport|click here to see my report]]") 

Is there supposed to be a space between the / and myReport?

Unfortunately, there are not too many examples of the EvalWiki function in Help Center or the community postings that I could find.

Your help with this is greatly appreciated.

Thanks,

Gregory


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Chris Davidson's profile image
Chris Davidson posted Tue December 07, 2021 04:47 PM  Best Answer
Please see this thread for additional EvalWiki examples and details.

I don't know a way for EvalWiki to link to a custom report which isn't a model object report or a table transform report. Those two are special types of reports: every model object has one, every table transform has one. They're not used too often in TBM Studio.

I think you're instead trying to get EvalWiki to allow a user to link to your custom report ("My Drill"). If there's a way to do this, I haven't come across it yet.

EvalWiki is useful because it can dynamically replace part of the drill target report's URL or navigation string with a piece of data from the table row. So each row of a report table can link a user to a different reporting destination.

But we often can get similar functionality by using the Ad Hoc > Drill feature of the report editor in TBM Studio.
For example, we can configure the Drill settings to allow the target report to filter on whatever value a user selected in the original report table.

Additional info: Link to reports

Alex's reply has yet another option to consider: the wiki-like (but unrelated to EvalWiki function) syntax used in HTML components and button components for creating links (or buttons) which navigate to a different report.

One more note: We can also insert links to external URLs  from within a report table. We've seen Apptio customers use this feature for instance to link directly from a TBM Studio report to a (web-reachable) purchase order or transaction database. In this case, the PO number is dynamically inserted into each table row's navigation URL, so when a user clicks an individual table row, they are taken to that specific PO in the external database (outside of Apptio).
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Alex Edwards's profile image
Alex Edwards posted Tue December 07, 2021 09:16 AM

Hi Gregory,

Thanks for the question. 

I see you are saying that you have substituted in the name of your model object ('My Cost Model' in for 'All Business Services'), but have you also updated the field and it's content ('Objective=""Tolerate"")?  This will be important in applying the desired filter into your drill report.

You said that you have explored the Help Center already, but I want to check that you have seen the 'Troubleshooting' section at the bottom of this page, which is about coding links to other reports. In this section you will find a way to be sure of the API link to your My Drill report in case there are any issues with your formula.

https://help.apptio.com/en-us/studio/reports/coding-links-to-other-reports.htm?Highlight=coding%20links%20to%20other%20reports 

@Chris Davidson - your experience and thoughts on this topic would be appreciated if you have a moment please.

Many thanks,

Alex

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