Within a row definition, one or more link columns contain the links to the dimensions and Microsoft Excel files. Each row definition can have up to 100 link columns. The row definition column heading indicates the link types that are supported in that column.

By default, the row definition includes one link column titled Link to Financial Dimensions, for linking to the financial data. You can add new link columns, and you can modify the link type of existing link columns.

Each link column can link to one of the following types of data.

Data Type

Description

Financial Dimensions

Links to only the financial data system.

External Worksheet

Links to an Excel file based on the reporting tree.

Financial Dimension + Worksheet

Links to the financial data system and/or to an Excel file.

XBRL Taxonomy

Links to an XBRL taxonomy.

Add a link column to a row definition

  1. In Report Designer, open the row definition to modify.

  2. On the Editmenu, click Row Linksto open the Row Linksdialogue box.

  3. In the Row Linksdialogue box, click New.

  4. Under Link definition, select an option in the Link typelist, and then type a name for this link column in the Link namefield. The Link typeappears in the column header of the row definition.

  5. If you select Financial Dimensions + Worksheet, select External worksheet file pathto link to an Excel worksheet. Click Browse, browse to the file, and then click Open. If you select the External Worksheetlink type, these fields are not available because the information is specified in the reporting tree definition.

    To link to an XBRL taxonomy, see Link to XBRL taxonomies .

Modify the properties of a link column in a row definition

  1. In Report Designer, open the row definition to modify.

  2. On the Editmenu, click Row Links.

  3. In the Row Linksdialogue box, select a link from the table.

  4. Under Link definition, modify any of the available properties, and then click OK.

Delete a link column from a row definition

  1. In Report Designer, open the row definition to modify.

  2. On the Editmenu, click Row Links.

  3. In the Row Linksdialogue box, select a link from the table.

  4. Click Delete.

Referring to Excel worksheet names

When you reference a particular Excel worksheet, the name of the worksheet must be at least two characters, for example, [workbook.xlsx]AA.

When you reference a specific cell in an Excel worksheet, use the column letter of the cell and row number references. For example, C10would be column C, row 10. Management Reporter does not support referencing ranges of cells in an Excel worksheet.

The following examples are valid references for FD + worksheet links:

  • @WKS(B5)

  • @WKS(B=B5)

  • @WKS(B=B5, C=C5, D=D5)

The following examples are valid references for worksheet links:

  • B5

  • B5=B5

  • (B=B5, C=C5, D=D5)

Because the column definition is defined separately from the row definition in Management Reporter, you must determine which report columns are to receive the data from the Excel worksheet. If you specify a single cell, such as B5, the value is only added in a WKS column. If you use specific cell references like B=B5, you can position Excel values in FD, WKS, or CALC columns.

Note Note

The report columns that accept data from an Excel worksheet are the columns that are identified in the column definition as FDor WKS. If you reference an Excel worksheet cell in a CALC, DESC, or FILLcolumn, the value is ignored.

See Also