Difference between revisions of "XLCubed Business Rules"

(Mapping XLCubedBusinessRules)
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XLCubed [[Dynamic Charts]] formatting can be modified from the [[Format Sheet|XLCubedFormats]] and [[Business Rules|XLCubedBusinessRules]] sheets.
 
XLCubed [[Dynamic Charts]] formatting can be modified from the [[Format Sheet|XLCubedFormats]] and [[Business Rules|XLCubedBusinessRules]] sheets.
  
We can see that the default formatting for a Variance Waterfall chart can be seen below.
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This can be done by adding "Business Rule" as the hierarchy , and one of the following rules in the member, in the slice highlight areas of the format sheet.
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*Total
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*Actual
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*Plan
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*Forecast
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For variance charts:
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*Positive Variance
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*Negative Variance
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*Zero Variance
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For waterfalls:
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*Increase
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*Decrease
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*No Change
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==Variance Charts==
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We can see that the default formatting for a variance waterfall chart can be seen below.
  
 
[[File:WaterfallDefault.png|550px|center|Default format for Variance Waterfall chart]]
 
[[File:WaterfallDefault.png|550px|center|Default format for Variance Waterfall chart]]
  
We can override this formatting by specifying alternate values for the types used in the Waterfall chart, these being:
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We can override this formatting by specifying alternate values for the rules used in the Waterfall chart. These members are selected for configuration by using the 'Business Rules' keyword as the hierarchy.
*'''Positive Variance'''
 
*'''Negative Variance'''
 
*'''Total'''
 
These members are selected for configuration by using the 'Business Rules' keyword as the hierarchy.
 
  
 
[[File:Waterfall NewColours.png|900px|center|New formatting for Waterfall types]]
 
[[File:Waterfall NewColours.png|900px|center|New formatting for Waterfall types]]
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[[File:WaterfallDefault Newformat.png|550px|center|Updated formatting for Waterfall chart]]
 
[[File:WaterfallDefault Newformat.png|550px|center|Updated formatting for Waterfall chart]]
  
=== Mapping XLCubedBusinessRules ===
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== Scenarios ==
  
 
The XLCubedBusinessRules sheet is included in the workbook from the XLCubed->Insert-> Business Chart menu. This sheet serves to map the predefined business rule types on to the hierarchy members where they are applied to. See [[Business Rules]] for more information.
 
The XLCubedBusinessRules sheet is included in the workbook from the XLCubed->Insert-> Business Chart menu. This sheet serves to map the predefined business rule types on to the hierarchy members where they are applied to. See [[Business Rules]] for more information.
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Each chart is then formatted according to the formats defined for the scenarios:-
 
Each chart is then formatted according to the formats defined for the scenarios:-
  
[[File:Customised Waterfall.png|600px|center]]
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[[File:Customised Waterfall.png|700px|center]]
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===Note===
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For the Business Rule formatting to apply it is necessary to un-check the formatting specified in the XLCubed Formatting pane (Dynamic Chart->Chart Styles->Formatting Pane)
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[[File:FormattingPane.png|300px|center|Un select the formatting to be overridden]]
  
==== Mapping of calculated members ====
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== Apply formatting to individual charts ==
 
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.
  
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[[File:2ChartsSide.png|600px|center|Formatting by chart name]]
 
[[File:2ChartsSide.png|600px|center|Formatting by chart name]]
  
Note:
 
  
For the Business Rule formatting to apply it is necessary to un-check the formatting specified in the XLCubed Formatting pane (Dynamic Chart->Chart Styles->Formatting Pane)
 
  
[[File:FormattingPane.png|300px|center|Un select the formatting to be overridden]]
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[[Category:Business Charts]]

Revision as of 12:10, 3 December 2021

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

This can be done by adding "Business Rule" as the hierarchy , and one of the following rules in the member, in the slice highlight areas of the format sheet.

  • Total
  • Actual
  • Plan
  • Forecast

For variance charts:

  • Positive Variance
  • Negative Variance
  • Zero Variance

For waterfalls:

  • Increase
  • Decrease
  • No Change

Variance Charts

We can see that the default formatting for a variance waterfall chart can be seen below.

Default format for Variance Waterfall chart

We can override this formatting by specifying alternate values for the rules used in the Waterfall chart. These members are selected for configuration by using the 'Business Rules' keyword as the hierarchy.

New formatting for Waterfall types

If we refresh the waterfall chart seen above, we see that the new formats for the Positive, Negative and Total types are applied.

Updated formatting for Waterfall chart

Scenarios

The XLCubedBusinessRules sheet is included in the workbook from the XLCubed->Insert-> Business Chart menu. This sheet serves to map the predefined business rule types on to the hierarchy members where they are applied to. See Business Rules for more information.

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.

For example, the XLCubedBusinessRules sheet is set up as follows:-

Business Rules

which corresponds to the following XLCubedFormats:-

XLCubedFormats

Each chart is then formatted according to the formats defined for the scenarios:-

Customised Waterfall.png

Note

For the Business Rule formatting to apply it is necessary to un-check the formatting specified in the XLCubed Formatting pane (Dynamic Chart->Chart Styles->Formatting Pane)

Un select the formatting to be overridden

Apply formatting to individual charts

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.

Format by chart name

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.

Formatting by chart name