How-To (User Context)

This section provides a detailed guide to help understand the usage of parameters based on user context and the steps to create them. A parameter acts as an independent variable that can be used to display all dependent items.

Case 1

Auto-populate the Costcenters based on the Profitcenter selection.

Prerequisite: A defined relationship between Profitcenter and Costcenter with Linked to Property. The Profitcenter is created as Linked to Property in the Costcenter field, and the complete mapping of cost center to profit center is updated as shown in the image below:

Profitcenter1 can be mapped to multiple cost centers such as Cost center1, Cost center2, and similarly Profitcenter2 can be mapped to Cost center3 and Cost center4.

Create Parameter

To define the Parameters, Click on +Add Button and populate the following information:

• Name: Parameter name is Profitctr.

• Type: Select the type of context: User Context.

  • User Context: If parameter value to read from the user context is selected.
• Fields: Select the field/property: Group Finance - Profitcenter - ID.
• Relationship:Leaf members.

Click on Save to save the parameter, and it can now be used for the report.

Sample Field configuration: Model: Group finance, Field: Profit center, Property: ID

Use the Parameter

Create report definition and refresh the report with Costcenter in Rows for display.

• Select Costcenter member selector using the filter icon.

• Select Type:Profitcenter (as Profitcenter is linked to dimension for Costcenter).
• Parameters defined for this field are listed with format &parameter name%.
• Select %Profitctr%.

• Click Okay and refresh the template.

• Expected output: Template is refreshed based on the Profitcenter from user context.

In this case, Profitcenter from user context is 1010, hence all Costcenters mapped to this Profitcenter are populated with Costcenter ID and Description in the report.

• Change User Context: Change the Profitcenter in the User Context to 1030 and refresh the report. The expected outcome will display all Costcenters mapped to the 1030 Profitcenter.

Case 2

Dynamically display Time members based on the Version selection.

Prerequisites: The Version has Linked to Property to Time, and members of the Time field are mapped to the respective Version member. So, when a Version member is selected, the corresponding Time members mapped are also retrieved.

Example : Version members: ACTUAL, BUDGET, and PLAN have the Start year (Linked Property to Time) as a property with Time members mapping populated.

Create Parameter

To define the Parameters, Click on Add Button and populate the following information:

• Name: Parameter name is Time

• Type: Select the type of context: User Context.

  • User Context: If the parameter value to read from the user context is selected.
• Fields: Select the field/property: Group Finance - Version - Start Year
• Relationship: Leaf members

Click on Save to save the parameter, and it can now be used for the report.

Sample Field configuration: Model: Group finance, Field: Version, Property: Start Year.

Use parameter

Update the report definition with Time and Version in Columns.

• Select the Time member selector, as this needs to be parameterized from context.

• Select Type: Parent.
• Parameters defined for this field are listed with the format &parameter name%.
  • Select %Time%.

• Click Okay and refresh the template.

• Expected output: The template is refreshed based on the Version from user context.

In this case, the Version from user context is BUDGET, hence Time mapped to this member is populated with Time ID as 2020 in the report.

• Change the user context for Version: Change the Version from user context to PLAN/ACTUAL and refresh to see the impact of Time members in the report.

Video Preview

Watch the video for a complete How-To Use Parameters: