Narrative Reporting

Enterprise Performance Management

Topic

    Richard Chan
    Extracting specific rows from master XLS extract by business...
    Topic posted June 30, 2019 by Richard ChanSilver Medal: 2,000+ Points, tagged Narrative Reporting, Smart View 
    31 Views, 1 Comment
    Title:
    Extracting specific rows from master XLS extract by business area
    Summary:
    Extracting specific rows from master XLS extract by business area
    Content:

    I have a source that produces a master extract with Actuals by category and half year, with a section total

    The end report is broken up by business area and each business area just needs a subset of these categories with an appropriate change in the section totals

    How can this be achieved without creating a separate custom extract sheet for each business unit

    Almost needs a Business Unit - Category lookup and match on all categories that match the Business Unit lookup

     

    Comment

     

    • Dave Roberts

      Hi Richard,

      If you just need specific areas of the report, can the report be sorted in Excel by BU/Category and then you can set up named ranges for each BU?

      Outside of separate BU sheets, would there be any value using the EPRCS application to load the metadata and data, perform simple aggregations, and then use MR to report against it?

      Regards,

      Dave