Adding Dynamic Commentary Column
  • 3 Minutes to read
  • Dark
    Light
  • PDF

Adding Dynamic Commentary Column

  • Dark
    Light
  • PDF

Article summary

The Dynamic Commentary column extracts and shows comments from any column in the report. You can add this using the Insert Row/Column option from the Formula drop-down. When inserting a new column, you can select this option to extract comments from any column and save them in the new column.

The new column containing comments is inserted to the right or left of any column based on the selection you have made from the Insert drop-down lists. You can have multiple Dynamic Commentary columns in a single report. Every new comment starts in a new row and the long text wraps to fit the column widths saved on the report.

To add the Dynamic Commentary column, do the following:

  1. Navigate to Reports.

  2. From the File Cabinet, navigate to a dynamic report in which you want to add the column, and then click the dynamic report.

  3. From the Formula drop-down, select Insert Row / Column. The Insert Formula pane appears.

  4. In the Insert Formula pane, do the following:

    1. Enter Name of the column.

    2. Select Dynamic Commentary in the Function drop-down.

    3. Select Column and its position in the report in Insert.

    4. Select the Display only Highlighted Comments checkbox. When you select this check box, only the highlighted comments are displayed in the Dynamic Commentary column. By default, this check box is not selected. When this check box is not selected, all comments are displayed in the Dynamic Commentary column.

    5. Select the Display Username and Date checkbox. When you select this check box, the username and date are displayed for each comment in the Dynamic Commentary column cell. The date and time are converted to the user timezone. By default, this check box is not selected.

    6. Select the column from which you want to extract comments.
      Insert Formula panel open with “Dynamic Commentary” selected to add a comments column next to YTD, sourced from column F.


  5. Click OK. The image below displays comments extracted from column F in the Comments column.
    Capital Expenditures report showing account-level YTD values with a comments column noting updates and data discrepancies.

Note:

  • The Dynamic Commentary feature is not available for the Insert Row option.

  • The feature is applicable to all existing and new Dynamic Reports for all combinations of Report Sets, Dimensions, Attributes, and Attribute Hierarchy.

Applicable Validations on Dynamic Commentary Column

When you extract comments from an existing column to a new Dynamic Commentary column, the following points are applicable for the Dynamic Commentary column:

  • You cannot edit cell values in the Dynamic Commentary column.

  • You can adjust the width of the Dynamic Commentary column.

  • You can apply cell formatting to the Dynamic Commentary column.

  • You can use the Edit, Delete, and Formula Exceptions actions for the Dynamic Commentary column. However, the Drill down, Drill through, Copy, Paste, and Comment options are not available for this column.

  • If you add or remove the Dynamic Commentary column, the Dynamic Report Header and Footer get adjusted automatically.

  • When you use actions such as Pivot and Rank on the report, the position of the Dynamic Commentary column gets adjusted automatically.

  • When you export or print a report, all output options such as Export to Excel, Export to PDF, Print, and so on will include the Dynamic Commentary columns.

  • You can insert the Dynamic Commentary column while using the Comments On and Comments Off options.

  • When you use a Dynamic Report with the Dynamic Commentary column in Report Collections or Financial Package, comments are displayed based on Dimension Security and the POV dimension selections applied in the Report Collection or Financial Package.

  • When you edit a comment, the updated comment is displayed in the Dynamic Commentary column after you use the Run or Refresh action for the report.

Dynamic Commentary in Different Outputs

When you perform an export to Microsoft Excel, PDF, a Google Sheet, Microsoft Word, or Microsoft PowerPoint from Dynamic Reports, Report Collections, or Financial Package, the Dynamic Commentary column displays all comments based on configuration settings. Comments in all exported outputs are displayed as plain text unless a URL is added to a comment. If this is the case, you can click the URL from the cell in the exported output.

The Dynamic Commentary column also displays the comments in all email attachments, snapshots, Report Collections, and so on. Every new comment starts in a new row and the long text wraps to fit the column widths saved on the report.

Note:

A maximum of 1024 characters are exported in each cell across multiple comments. Characters beyond the threshold value are truncated and shown with ellipses.


Was this article helpful?