Using Left Pane Options in the Financial Package
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Using Left Pane Options in the Financial Package

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Article summary

Left Pane in the Financial Package

Variable Type

Text - Specify a text value for the variable and open the Parameters pane.

Member - Specify the value of the variable with a dimension member and open the Parameters pane.

  • In the Parameters pane, select a Reporting Area where you want the variable defined.

  • Select the Dimension where you want the variable defined.

  • Expand and collapse the tree structure to find the variable member.

  • Click on the member in the tree structure to populate the Member field in the Properties pane.

  • Click Save.

Data - Open the Data field to select data from a dimension intersection to populate the variable value. You can also format the data.

  • In the Parameters pane, select a Reporting Area to view associated Dimension information.

  • Expand and collapse the tree structure to find the variable value to populate the Data field.

  • Click on the member in the tree structure to populate the Data field in the Properties pane.

  • Click Save.

  • Associate a numeric value with the variable and open the Content pane and select a format.

    • Number - Indicates and applies a numeric value to the variable.

    • Currency - Indicates and applies a currency symbol (such as $) to the variable value.

    • Percentage - Indicates and applies a percentage symbol (%) to the variable value.

    • Decimals - Select the number of decimals to associate with the variable value.

    • Amount Format - Format the variable amount in tens, hundreds, or thousands.

Note:
Not all dimensions need to be selected for the definition of the dimensional intersection. The dimensions that are not selected will use the top member from the database for the dimension selection. Even though this is not displayed, it is assumed.

Import

Import already defined variables from another Financial Package report and open the Import Variables dialog page.

  • Financial Package - view existing Financial Package reports with variables.

  • Check All - import all available variables. Or, select the checkbox located next to a variable to select the variable for import.

  • Click OK.

Note:
Duplicate variables are not imported into your destination Financial Package report. If you would like to import a variable with a duplicate name, delete the existing variable or change its name in your destination report and then re-import the selected variable.

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