How-To (Book Context)

This section provides a detailed guide to help understand the usage of parameters based on Book Context and the steps to create them.

Scenario

Auto-populate the Costcenters based on the Profitcenter selection from Excel cell value

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 Costcenter to Profitcenter 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 the following information:

• Name: Parameter name is Profitctr.
• Type: Select the type of context: Book Context.
  • Book Context: If the parameter value to read from the Excel workbook cell is selected.
• Fields: Select the field/property: Group Finance - Profitcenter - ID.
• Reference: Refer to excel cell value Sheet2 - C3.

• Parameter Value: Property value is ID.

  Important: The capability to pass the property values of the field from an Excel cell as context is also possible through this option.

• Relationship: Leaf members.

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

Use the Parameter

Create/update the report definition and refresh the report with Costcenter in Rows for display:

• Select Costcenter member selector using the filter icon as TYPE = Profitcenter and select member as %Profitctr%.

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

• Click Okay and refresh the template.

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

In this case, Profitcenter from Book context/Excel cell is 1030, hence all Costcenters mapped to this Profitcenter are populated with Costcenter ID and Description in the report.

• Change Book Context: Change the Profitcenter value from Excel cell C3 to 1010 and refresh the report. The expected outcome will display all Costcenters that are mapped to the 1010 Profitcenter.

Video Preview

Watch the below video for Using Parameters - Book context: