I have built a report in Financial Reporting Studio that consists of 3 grids: 1 for working version, 1 for reconciliation version x and 1 grid for the variance between the two.
My row dimension is entity, which has been set to "allow expansions".
I have been asked to set it up so that if the user expands a row in the first grid, the same row is automatically expanded in the second and third grid, showing the user the same members across grids (and therefore across versions).
Is this possible and if so, how do I set this up?
Thanks for your help,
Yes it is possible to have same row selected in grid 1 displayed in multiple grids.
Below steps will also retrive same data, add a formula row (or column also) say in Grid 2 having formula :- Grid1.row ,where you want to dispaly same data of Grid 1, row 1 across Grid 2 in some particular row say row 1.
Then modify the heading for row 1 (in Grid 2) by adding text functions to retrieve the member names of grid 1.
Select the heading for row 1, on the Heading Row Properties sheet, select Custom Heading. In box, enter the MemberName function to retrieve the member name from row 1 of Grid1.
The function syntax is
*<<MemberName("Grid1", 1, "DimensionName")>>*
If you want only member name then adding text function to desired location heading properties will work.
what I meant was this: Grid 1 FY1 FY2 FY3
Entity 1 $123 $456 $789
Entity 1.1 $50 $60 $70 Grid 2 FY1 FY2 FY3
Entity 1 $200 $400 $600
Entity 1.1 $10 $20 $30 Grid 3 FY1 FY2 FY3
Entity 1 $77 -$56 -$189
Entity 1.1 -$40 -$40 -$40
So Grid 1 = version 1, Grid 2 = version 2 and Grid 3 = Difference between 1 and 2. What I want is to have the user expand "Entity 1" in Grid 1 and this will automatically expand "Entity 1" in Grids 2 and 3. This way the user sees the different $$$figures for the equivalent entity in each of the versions.
How do I 'automate' this expansion?
Yes you can do that also by adding text function to heading properties of Entity 1in grid 2 by this syntax
<<MemberName("Grid1", 1, "Entity 1")>>
so it will be
Grid 2 FY1 FY2 FY3
<<MemberName("Grid1", 1, "Entity 1")>> $200 $400 $600
If you use one grid only then "Same As" can be used. So you can have one row with version members which will have version 1 and other version 2. Then using formula row having Eval function for difference between the two rows.