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Editable Tables in R12 - Summary of recent feature enhancements 

Tue November 16, 2021 12:55 PM

PowerPoint summary with screenshots and formulas for using Editable Tables in R12

  • Lookup to Other Editable Tables (R12.9.2)
  • Upload / Download on Reporting Surface (R12.9.2)
  • Value Override (R12.9.6)
  • Recurring Update Enhancements (R12.9.11/12)
  • Publish from Reporting Surface (R12.9.12)
  • General Documentation
  • Publishing Editable Table Changes

8/15/2022 - added the PPT version (vs presentation show format)



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pptx file
Editable Tables in R12.pptx   10.11 MB   1 version
Uploaded - Tue October 29, 2024
 
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Comments

Kristine Klein
Thu February 02, 2023 11:46 AM

Thanks everyone. That fix is perfect for what I need.  We are going to rolling out these editable tables to our users for multiple things as an enhancement. I wanted to make sure I understood how to manage them before I did.
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Ed Hayman
Thu February 02, 2023 11:37 AM

Thanks @Jenny Franklin.  For clarification, R12.10.7/C1.17 will have the fix and will GA on 2 Mar 2023.   :)​​
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Jenny Franklin
Thu February 02, 2023 11:27 AM

@Kristine Klein planning to provide those stories/fixes in the next release (12.10.7) which is schedule for end of Feb.​
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Ed Hayman
Wed February 01, 2023 06:53 PM

@Jenny Franklin @Kristine Klein  By design, you cannot delete a row in an enriched editable table as it cannot/does not delete the row in the underlying transform table.

Two stories/fixes are coming:
1. If you add a row to an enriched editable table, you will be able to delete it.
2. If you edit an existing row in the underlyin​​​g transform table, then in the next period (or changed transform/re-upload), data that does not match a row in the source table will no longer display.  (Aka, the "blank row" you described after deleting the values in the column.  There is a hidden .PK column that links the source table to the enriched editable table.
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Jenny Franklin
Wed February 01, 2023 01:25 PM

Hi @Kristine Klein, saw someone asking a similar question earlier via intern​al channels and the response was that the current design is to not allow delete if it's an enriched table (and it doesn't matter if you've added a new row or it's coming from a source table) - but sounds like they're planning to change the design to allow that.  No ETA was mentioned, so I'm asking and will let you know what I hear back.
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Kristine Klein
Wed February 01, 2023 12:57 PM

I am working with a generated editable table to use for a vendor scorecard. This is generated off of a transform of a vendor reference table that identifies our top vendors. I removed a few vendors accidentally marked yes as a top vendor. Any new vendors show up on the editable table. The removed vendors are not removed. The option to delete row is not available. How would I delete these rows. I tried to remove all of the data and that didn't work. It just shows as a blank line.
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Ed Hayman
Thu December 08, 2022 10:54 AM

@Abhishek Dixit The Lookup_From_Editable() function can only be used by an editable table.  It will not work within the context of a standard table as this could "change" values in the calc model. 

If you want to maintain information in an editable table to be used as a lookup reference file, then you should create a "companion" transform file off of the editable table.  You can then use the transform file for the lookup in a standard table.

​
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Apptio Community Member
Thu December 08, 2022 09:01 AM

Hi Everyone, can someone please suggest if we can do lookup from a editable using formula Lookup_From_Editable(), or is there any other formula​
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Ed Hayman
Mon August 15, 2022 01:19 PM

@Matt Temple  Yes, I have added the PPT version.  I want to add the latest features from recent releases and will publish an update later this  week.
​​
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Matt Temple
Mon August 15, 2022 01:17 PM

Hey @Ed Hayman. Is there any way you can publish the regular PPT file?​
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Guillermo Cuadrado
Tue July 05, 2022 07:00 AM

It is, indeed. Thank you @Ed Hayman, @Debbie Hagen and @Selwyn Martin​​​
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Ed Hayman
Tue July 05, 2022 05:21 AM

The recording and deck are available in the Get the Most out of Editable Tables post.
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Guillermo Cuadrado
Mon July 04, 2022 02:29 AM

Likewise: I had to drop almost at the beginning :(
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