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XLCubed Business Rules

Revision as of 07:49, 8 July 2021 by Support (talk | contribs)

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

The formatting can be specified on the XLCubedFormats sheet at the chart level. The 'Item Name' can be set on the chart as follows:-

Setting the Item Name property on the chart

We can now specify which formatting we want to apply at the chart level in the XLCubedFormats sheet. For the chart that we have called 'right_chart' we can apply a different format to that which we have called 'left_chart' as can be seen below.

Format by chart name

Formatting by chart name