Reversing the sign of value in Management Report - Scale By feature

Requirement:

As a requirement, we need to reverse the sign of value available for any particular cell at Report level only. This can be achieved by out of box functionality of Scale By feature available in Management report or Reports.

As shown in below screenshot, consider the following grid where originally number for "Revenue from operations" is positive number. As per reporting requirement, we need to show this number with negative sign.

This can be performed by cell formatting within Report. Let's see how we can achieve it -

1. Go to that particular cell in grid. from property panel, select the Cell formatting as shown in below screenshot.

2. Under the "Formats", click on "Number". On "Number" window, go to "Scale Value by".

3. On "Scale value by" cell, mention -1.

4. Click Ok.

5. Save the report and run it.

As shown in below screenshot, sign for "Revenue from operations" has been reversed.

Created by Mohit Jain and Megha Gupta

How to use multiple prompts for same dimension in Management Reporting

Requirement 

Like the Financial Reporting (FR), Management Report and Platform Reports do not support the multiple prompts selection for same dimension in grid. In a business scenario where we need to have multiple prompts for same dimension, it can be achieved using "Save selection" option. In below steps, we will discuss how can we use "save selection" option to meet the requirement of multiple prompts selection for same dimension.

For this demonstration, we will create the save selection for Period dimension.

1. Go to Grid -> open the window of Member Selection for Period dimension. click on "fx" and select the "View All Functions".

 

 2. Choose the Prompt and select the Prompt Label, Choice List and other options. Click on OK.

 3. As shown in below screen shot, click setting button and click on "Save Selection". 

 4. As shown in below screen, provide a name to save selection and click on OK.

 5. Click on OK. This save selection can be used in places within same grid.

 6. Go to another cell where we need to select prompt for period dimension again. As shown in below screen shot, from drop down select the "Save Selections".

 

 7. It will list down all the saved selections. choose the save selection for period which we created in above steps.

 

 This way, we can meet the requirement of multiple prompt for same dimension in a grid.

 

 Created by Mohit Jain and Megha Gupta