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  • 1.  Functionality Editable Tables - Drill-Down possible?

    Posted Thu April 23, 2015 05:25 AM

    Hello everyone!

     

    I'm trying to create a custom report where I can explain a budget variance for each individual application (more than one explanation per app needs to be possible). I know I could use the waterfall option for that but I'm not content with its rather limited functionality.

     

    I started with creating an editable table so that I can add columns where I can type in a comment. However, and here comes my question, I would like to drill-down from my overview table where all the apps are displayed to a single app I select where I can add rows and comment individually on the budget variance. Is that in any way possible?

     

    So, for example, I have App-001, App-002, and App-003 in my overview table. App-001 has a total budget variance of $10,000 and is displayed with that amount in the overview table. Now I want to select App-001 and the next table I drill to only displays that app and gives me the opportunity to add rows and explain the budget variance individually (e.g. Row 1: $1,000 for ABC, Row 2: $ 5,000 for DEF, Row 3: $ 4,000 for GHI).

     

    Any suggestions on how to do that are very much welcome!

     

    Thank you very much for your help!

     

    Best,

    Denis






    #CostingStandard(CT-Foundation)


  • 2.  Re: Functionality Editable Tables - Drill-Down possible?
    Best Answer

    Posted Thu April 23, 2015 05:53 PM

    Dennis,

     

    this is possible, but fairly complicated to setup. On the report that navigates TO your raw table, you will need to create a new column that uses the evalWiki function. It takes an explicit navigation link [such as this example from the online help]:

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

     

    It can navigate to a report backed by a dataset [specifically the dataset's table transform]. The syntax for that is:

     

    =EvalWiki("[[/@.TableTransform:<dataset name goes here>/!FILTER[myColumn="""&getLastFilterValue(myColumn)&"""]/ myReport|click here to see my report]]")

     

    Specifically what it does is take a wikilink , and allow it to be clicked. The wiki link you want looks like this example [the details depend on column anmes, how many columns you are filtering on, etc]:

    [[/tab:Service Costing/@.TableTransform:Cost Source Master Data/!filter[Cost Center="foo"]/MyReport]]

     

    Then, copy/paste the raw table that you wish to edit onto this filtered, table transform based report. Right click it, and choose 'filter This Table'

     

    Add the column that you are filtering on, pick equals, and in the values type:

    <%=getLastFilterValue(Branch)%>

     

    This will grab the value of the filter that you have applied to the report itself. This only work on reports backed by tables/objects, not top level or overview reports [What people are usually authoring with ad hoc query].

     

    Hope this helps!


    #CostingStandard(CT-Foundation)


  • 3.  Re: Functionality Editable Tables - Drill-Down possible?

    Posted Fri April 24, 2015 07:58 AM

    Hi Stephen,

     

    thank you for your quick response! So I tried getting it to work. I have a question though regarding part of your description: Where can I specify the wiki link? That is to say, where do I need to put the statement [[/tab:Service Costing/@.TableTransform:Cost Source Master Data/!filter[Cost Center="foo"]/MyReport]]?

     

    Thank you!

     

    Best,

    Denis


    #CostingStandard(CT-Foundation)


  • 4.  Re: Functionality Editable Tables - Drill-Down possible?

    Posted Fri April 24, 2015 04:17 PM

    Denis, you can make a new column via the ribbon, and put the evalwiki function, and your wiki text, into your new column.


    #CostingStandard(CT-Foundation)


  • 5.  Re: Functionality Editable Tables - Drill-Down possible?

    Posted Wed April 29, 2015 07:14 AM

    Hi Stephen,

     

    I got it to work! Thank you very much for your help!

     

    Best,

    Denis


    #CostingStandard(CT-Foundation)