Reporting Platform / Parameters¶
Dataset Parameters are required to control or restrict data used in the selected dataset.
Where a YES or NO is required to be entered simply double left mouse click in the appropriate cell to change between options.
save changes.
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export settings.
Import settings only displays for bespoke datasets.
| Parmeter Name | Description |
|---|---|
| Add New Accounts | |
| After Add SQL | After new account add SQL statement. |
| New Account Key | Enter the part of the posting string (in the form of startposition, length) that uniquely identifies each row on the Budget Entry window (normally this account part of the posting string). |
| New Account Mask | By default, the system determines the new account mask. In the case this is not applicable you can specify the mask e.g. #####.###.#### |
| New Account SQL Statement | Leave blank and the system will use the default SQL. Select Syntax: SELECT DISTINCT [Budget Entry window description], [Item Key], [Item Description] FROM ... |
| Budget Approvals | |
| Associate Budget Approvals With Dataset | Set to YES if you wish to a Budget Approval Status to apply to all budgets within a dataset when it has been changed. |
| Disable Auto Budget Approval Status | Set to YES if you wish to disable the auto roll up of Budget Approval Statuses, which means that all Budget Approvals Statuses will need to be set manually |
| Budget Phasing | |
| Allow User to Change Phasing | Set to YES if you wish users to be able to make changes to Budget Phasing in the Budget window. |
| Budget Phasing Column | Saves the phasing codes used in the Budget Entry window. Set at configuration time. For example COLUMN=PHASECODE. |
| Budget Balance back to Total | Set to YES if you wish the monthly amounts in your budget name to add to the total yearly budget. Set to NO if you wish to change the monthly budgets without affecting the total yearly budget amount. |
| Phase To Update Locked Columns | Set to YES if you wish to allow any columns locked in the Budget Entry window to have the phasing applied if an amount is changed. Note that FULL access users can edit locked columns in the Budget Entry window. |
| Budgets | |
| Allow Attachment Maintenance in Locked Budgets | Set to YES if you wish users to be able to make changes with Attachments in the Budget Entry window. |
| Allow Comment Maintenance in Locked Budgets | Set to YES if you wish users to be able to make changes to Comments in the Comments window in the in the Budget Entry window. |
| Budget Multi Text Fields Display at Parent Layers | Set to YES to allow text fields to display in multi-layer parent rows. |
| Data | |
| Additional Budget Text Where Clause | Enter valid SQL syntax to restrict the text data appearing in the Budget Entry window. |
| Additional Budget Where Clause | Enter valid SQL syntax to restrict the data appearing |
| Additional Where Clause | Enter valid SQL syntax to restrict data appearing in this dataset. For example Year_ID = '2004' and status = 'A'. |
| Additional Budget Navigation Where Clause | Enter valid SQL syntax to specify the layer to hide from the budget navigation tree. |
| All Amounts Data in one Table | Set at configuration time. Set to YES if Actuals are to be included in the Budgets Table. Recommended to set to NO. |
| Allow Dynamic Budget Name Joins | Set at configuration time. Default is set to NO. This parameter can be used for OTHER configurations where no BudgetName exists but there is a need to report on fields from the Budget table. |
| Budget Audit | Set to YES if you wish to track Budgets changes. |
| Budget Audit Connection ID | Set at configuration time. Connection Id that points to the database that the Budget Audit table is located in. |
| Budget Audit Table | Set at configuration time. Budget Audit table name or leave blank and use the default value. This will only be saved if the Budget Audit parameter is set to YES. |
| Budget Grid Key | Enter a unique key that identifies a field from the table entered in Table Name, for example PB_FINANCIAL.POSTINGSTRING. |
| Budget Grid Row Key | Enter a unique key that identifies each row on the Budget Entry window. |
| Budget Grid Unique Key | Set to DEFAULT. If there is an Outer Layer on the Budget Entry window the Budget Grid Key will be unique within that outer layer. |
| Budget Posting String Field Override | Budget Posting String Field Override on Save. The default is POSTINGSTRING. |
| Budget Table Alias | Set at configuration time. This alias name parameter is required if an alias is specified and text based data is to be retrieved. |
| Budget Table Key | Set at configuration time. A unique key that identifies a field from the table entered in Budget Table Name, for example PB_BUDGETS.POSTINGSTRING. |
| Budget Table Name | Set at configuration time. Table name where budgets will be saved, for example PB_BUDGETS |
| Budget Year ID Column | Set at configuration time. The Budget Year ID field in the budgets table, for example BUDGETYEARID |
| Dynamic MAGIQ Data Joins | Set at configuration time. If set to YES, it will create Dynamic Data joins. This is specific to the Product Name and configures the system to use only the required table joins, which must be added as Dataset Variables with the variable name being the alias name. |
| Include Text Fields in Multi Layer Keys | Set to YES to include any Yes\No fields in the MulitLayer Data Browser keys. This will rectify any data corruption issues. |
| Navigation Conditions Apply to Budget Entry | If set to YES, the system will allow users to apply Conditions to the Budget Entry window. |
| Navigation Filters Apply to Budget Entry | If set to YES, the system will allow users to apply Navigation Filters to the Budget Entry window. |
| Only use Active Budget Names | Set at configuration time. Default is NO. This parameter can be used for Data configurations to introduce an additional where clause containing the BudgetNames currently being used by the DatasetFields. |
| Optimise SQL Flag | Set at configuration time. Set to YES. This checks the SQL query. |
| Table Name | Set at configuration time. Source table name from the database, for example DG_DG_ANIMALS ANIMAL |
| Trim Budget Key on Save | If set to YES, this will trim the Budget Grid Unique Key when saving budgets. |
| Use Active Period in SQL | Set to NO. If set to Yes it will include the selected fields YEARID's in the Where Clause. This can improve performance and it only affects the Data Browser SQL. |
| Use Layer Keys in Where Clause | Set at configuration time. Use the layer keys in place of the layer names in the SQL Where Clause. |
| Use Smart Keys Flag | Set at configuration time. Set to YES. Relates to the Layer Parent Keys, Filter Layer Parent Keys and Layer Security Keys. |
| General | |
| Auto Send Budget Approval Email Notifications | Email Notification being used in Budgeting, once a budget has been set to Complete an email will be sent to the responsible officer for approval. |
| View Report from File | Defaults to YES which means once a Crystal Report has been generated a temporary copy is placed on the server and is then read in by the Crystal Viewer. If set to NO it means that once a Crystal Report has been generated it is passed directly to the Crystal Viewer and no temporary file is placed on the server. |
| Measures | |
| Measures Double End Range Value | Set to YES if you wish double the end range value on PowerBoard Measures. This is to allow for greater than target values. |
| MAGIQ Data | |
| Uppercase Dataset Field Name | Set to YES if you wish the system to uppercase the Dataset Field Constructions. |
| Modeller | |
| After Modeller Save SQL | Custom SQL to execute when running the modeller. |
| Modeller Budgeting Layer | If you want to change the outer layer in Create A Budget Model in Modeller to be something a different layer other than the budgeting layer, enter the layer name. |
| Show Locked Journals in List | Set to NO if you do not wish to show locked journals in the journal's list. |
| PostingStringMask | Mask used to validate PostingStrings #=number, A=letter, ?=any (or no) character. e.g. ###.AAA.?????? - 3 numbers, a full stop, 3 letters, a full stop and then 5 of any character (can be blank). |
| ExistingPostingStringQuery | SQL statement to list all existing PostingStrings |
| Planner | |
| Allow Plan Measures | If this is set to YES then FULL access users will have the ability to add or disable measures from the Budget Entry window. |
| Strategic Planning | |
| Calculate KPI Scores | If set to YES then the KPI Score will be calculated when the Plan is saved. |
| Measures Alias Name | Enter the Measures Alias Name, for example MEASURES |
| Percentage Allocation | If this is set to YES, any DataSet field that has a total column of 'sum percentage allocation' will have a percentage allocation applied to it from the Data Browser window. |
| Plan Name | Enter the Plan name from the Planner Designer. |
| Plan Table Alias Name | If you wish to use an alias for the PP_POWER_PLANNER table in the DataSet Parameter 'Table Name' then you must specify an alias name here. |
| Plan View | Enter PB_PLAN_DATA. |
| Plan View Alias Name | If you wish to use an alias for the PB_PLAN_DATA view in the DataSet Parameter 'Table Name' then you must specify an alias name here. |
| Strategic Planning | Set to YES if using he Planner DataSet. |
| Trees | |
| Percentage Allocation Parameter | If you wish to link the same Segment twice in Trees and then give the Segments a percentage allocation, enter ({TreeName}.percentage_allocation /100). With the {TreeName} enter the Tree Name in Trees. |
| Time Series | |
| Time Series Heading Text | The description in the Time Series Heading defaults to "For Period" and whatever month is showing. If you wish to change the description enter what you wish to see, for exmaple, For Period Ending. Variable {@PeriodName} can be used. |
| Time Series In Sequence | Set to YES unless the time series is not from 1, 2, 3 etc. |
| Time Series Locking Text | If you have one or more Period Names locked in Time Series, enter text that will appear if a user clicks on a period name that is locked e.g. Warning: Figures for year/period and beyond are still incomplete and may still change. If no message is entered locking of Time Series will work as normal. |
| Update Time Series with Computer Date | If set to YES the Time Series will be set by the date on Computer Date your computer (working only for the monthly Time Series). |
| Transactions | |
| Additional Text Drill | Set at configuration time. Alternative Word For Transactions. |
| Transaction Key | Set at configuration time. Unique key that identifies a field from the table entered in Table Name, for example PB_FINANCIAL.POSTINGSTRING |
| Transaction Max Rows Returned | Set at configuration time. Indicates the maximum number of rows that will be returned from the transaction query. If left blank all rows will be returned. |
Right Click Menu Items¶
A right mouse click anywhere within DataSet Parameters will bring up the option of:
Export to Excel - exports all settings to excel.