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Difference between revisions of "XLCubed Business Rules"

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XLCubed Dynamic Charts formatting can be modified from the XLCubedFormats and XLCubedBusinessRules sheets.
 
XLCubed Dynamic Charts formatting can be modified from the XLCubedFormats and XLCubedBusinessRules sheets.
  
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which corresponds to the following XLCubedFormats:-
 
which corresponds to the following XLCubedFormats:-
 
[[File:Formats.png|600px|center|XLCubedFormats]]
 
[[File:Formats.png|600px|center|XLCubedFormats]]
We can see that the Budget dimension is mapped on to the '''Plan''' type.
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We can see that the Budget dimension is mapped on to the '''Plan''' type.  The 'Item Name' column is left blank which means that the formatting will apply to all dynamic charts once they have been refreshed.
  
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=== Mapping of calculated members ===
 
The following example is of a Business Scenario chart which uses a calculated member for the Actual member.
 
The following example is of a Business Scenario chart which uses a calculated member for the Actual member.
  
The mapping for the calculated member is defined as follows:-
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The mapping for the calculated member 'my actual' is defined as follows on the XLCubedBusinessRules sheet:-
 
[[File:MyactualMapping.png|600px|center|Mapping of the 'my actual' calculated member]]
 
[[File:MyactualMapping.png|600px|center|Mapping of the 'my actual' calculated member]]
 
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[[File:2ChartsSide ModRight.png|600px|center|Format by chart name]]
 
[[File:2ChartsSide ModRight.png|600px|center|Format by chart name]]
 
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[[File:2ChartsSide.png|600px|center|Formatting by chart name]]
 
[[File:2ChartsSide.png|600px|center|Formatting by chart name]]

Revision as of 06:34, 8 July 2021

XLCubed Dynamic Charts formatting can be modified from the XLCubedFormats and XLCubedBusinessRules sheets.

The XLCubedBusinessRules sheet is included in the workbook automatically when (xxxxxxxxxxxxxxxxxxxx) The XLCubedBusinessRules sheet serves to map the predefined business rule types on to the hierarchy members where they are applied to.

It is possible to configure the XLCubedFormats sheet to apply custom formatting to the dynamic charts based on the mappings defined in the XLCubedBusinessRules sheet.

Column Charts

The formatting is mapped in the XLCubedBusinessRules sheet as follows:-

Business Rules

which corresponds to the following XLCubedFormats:-

XLCubedFormats

We can see that the Budget dimension is mapped on to the Plan type. The 'Item Name' column is left blank which means that the formatting will apply to all dynamic charts once they have been refreshed.

Mapping of calculated members

The following example is of a Business Scenario chart which uses a calculated member for the Actual member.

The mapping for the calculated member 'my actual' is defined as follows on the XLCubedBusinessRules sheet:-

Mapping of the 'my actual' calculated member

Format by chart name

Formatting by chart name