Overrides, Use Cases, Expected Results

When you add a report to a Financial Package report, some selections can be overwritten. For example, a POV could be applied or there could be selections made in the Financial Package interface (i.e. page selections in Financial Package for run-time purposes) that will change the output of the report once generated in the Financial Package.

The order of precedence in which data is populated in Financial Package reports is as follows:

1. Financial Package selections

2. POV selection

3. Report selections

Setup and Expected Results

The following are the expected results when a Finance Dynamic Report is added with Dimension security applied:

Override Substitution Variables

You can edit substitution variables (either standard or dynamic) for Dynamic Reports in a Financial Publishing Package (FPP), for variables that are used in the header and footer, member selections, report sets, or line headers.

If a variable is part of a Dynamic Report, the Substitution Variables icon is displayed in the toolbar when the report is selected as part of the FPP. Clicking the icon launches a window which displays a consolidated list of all the substitution variables used in the reports. You can then override the default variable values before generating the Dynamic Report by clicking the variable and making the desired change. The override is applied to preview or generation of the FPP.

Additionally:

• If a single variable is used in multiple reports or multiple times in a single report, it is displayed only once in the User Prompt and takes the common value;

• Icons appear in the gird if the variable is used on headers, report sets, or dimensions;

• If the same variable is used in the header of one report and on the report set in another report, both header and report set icons are shown;

• Default values from master substitution variables are displayed in the dialog, and you can update the variable values before running the FPP.