XLCubed Business Rules
We can see that the default formatting for a Variance Waterfall chart can be seen below.
We can override this formatting by specifying alternate values for the types used in the Waterfall chart, these being:
- Positive Variance
- Negative Variance
These members are selected for configuration by using the 'Business Rules' keyword as the hierarchy.
If we refresh the waterfall chart seen above, we see that the new formats for the Positive, Negative and Total types are applied.
The XLCubedBusinessRules sheet is included in the workbook from the XLCubed->Insert-> Business Chart menu.
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.
The formatting is mapped in the XLCubedBusinessRules sheet as follows:-
which corresponds to the following 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:-
The formatting can be specified on the XLCubedFormats sheet at the chart level. The 'Item Name' can be set on the chart as follows:-
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.
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)