Report Expansion

[Former Member]

I am trying to build a report like this :

                        Entity1

                        Aug 2016     Q4.2016 

                        YTD            Periodic    Variance

Account (Row)  

I am getting it as (depending on the order in column axis)

                          Entity1

                          Aug                      Q4.2016

                          YTD  Periodic        YTD    Periodic  

Or

                          Entity1

                          YTD                      Periodic

                           Aug   Q4.2016       Aug       Q4.2016

How can I get my top requirement, that too in one report (I know I can create a second shared report and get it but it wont help in my case because I want to provide for expansion of entity by double clicking it and looking at the three columns for each expanded entity.

Would greatly appreciate your thoughts. We are on 10.0 SP25.

[Former Member]

Hi Ram,

Look at my above reply to Vadim for the approach to be used for your report requirement. Let me know if you need anything else.

Regards,

JP

[Former Member]

JP and Vadim,

Thanks for the effort.

JP, I am not getting the same result as you have. In the second column when I cell reference (using Activate Member Recognition) for Time (2016.Q4) and Measure (Periodic), the report splits into 4 columns as follows:

     Entity1

     2017.01                   2016.Q4

     YTD         Periodic   YTD        Periodic

Whereas I am looking for

     Entity1

     2017.01    2016.Q4

     YTD         Periodic

I want to have variance in the third column (difference between second and first) with the ability to double click and expand on Entity1.

JP, you seem to have got it right. I too built the first column using edit report and second column for time and measure using cell reference just as you said. Can you share your screenshot before entity expansion please.

Thanks.

[former_member186338]

What is your epm sp?

[Former Member]

10,0 SP 25 .NET 4

[Former Member]

Hi Ram,

I will post the screenshots tomorrow. Meanwhile i have created report using edit report using only 1 member in all the 3 dimensions with "Member only" relation. Then Activate member recognition on pass th cell refernce for time...then measure...and then tested the expansion.

For local member... i have created local member by attaching it to member Periodic and formula as =D9-C9.

Regards,

JP

[former_member186338]

By the way, what is behind the strange idea to compare YTD month with PERIODIC QUARTER?

[former_member186338]

I have tested the same - working correctly! Just don't forget to disable member recognition after

[former_member186338]

[Former Member]

Thanks. Were you able to expand on IMHBE as well ?

[Former Member]

I created a new report from scratch and was able to replicate the above. Thank you all.

[former_member186338]

Yes, I am able to expand IMHBE:

[Former Member]

Hi Ram,

If your query is answered , please kindly close the discussion...

[Former Member]

Hi Ram,

You can create such reports by creating a  partly static report. Are the above showns columns represent your whole report or are there more?

Refer this....

Regards,

JP

[former_member186338]

Unfortunately static report will not help in this case - you can't have the same axis (column) both static and dynamic!

[Former Member]

Sorry I dint got your point....with dynamic you mean by the variance column he has....OR by my comment partly static...by that I meant was column would be static and rows would be dynamic.

[former_member186338]

There is the third dimension in the column axis - Entity and the topic author want to expand/collapse on it!

[Former Member]

Oh yes....I completely missed that part... Yes in that case static report will also not help.

[Former Member]

Vadim,

I just tested in my system...and the report looks to be working with Entity expansion by double clicking....What I did was I only gave cell reference for Quarter and Periodic measure and others selected through Edit report. See the below result upon expansion of Entity (Product)

Can you confirm this from your side?

Regards,

JP

[former_member186338]

OK, looks like with current SP level the expansion works like this!

[former_member186338]

Sorry, but requirements are not clear!

What do you mean by Variance?

[former_member186338]

P.S. In general the only solution to be able to expand/collapse on Entity is the Excluded Members option! But it will fix the TIME selection.