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Vizlib Finance Report - Data

Dimensions

By default the first dimension will be the level 1, the second level 2 etc. The finance report allows 5 levels of dimensions. I.e., it's possible to expand data in 5 levels. You can also use the last dimension as a top dimension. This option needs to be enabled (in the settings-section).


 

When using a top dimension only 4 levels are available to expand on the rows. 


Representation

Sub row Dimensions can be used as a link instead of the default text representation. If set to URL, the label of the sub row can be configured with an optional expression or string in the URL label property. When the row label is clicked the link will be opened in a new window. (Clicking elsewhere on the row will still initiate selections.)



Alternative dimensions

Like in native Qlik Sense it's possible to have alternative dimensions.


Options for alternative dimensions

When adding an alternative dimension you can choose whether it should be on the row dimension (the first level), sub dimension (the second to n level) or top dimension.


Note! If you allow an alternative dimension for the first level you have to make sure it has the proper dual coding.


The Finance Report is limited to 10 000 columns so make sure no dimensions with more than 10 000 values are allowed as top dimension. Typically top dimensions with many values will create huge tables for the browser to handle so from a performance perspective it is recommended to have only a very limited number of columns in your reports.



How to change the alternative dimensions?

The user can select alternative dimensions by clicking on the dimensions drop-down. The top and row dimensions are listed first and then the sub rows. This feature is disabled when comments are activated in the Finance Report.



Tag properties on dimensions

For easier setup and maintenance a master item dimension can include a property tag. These property values are not actively linked to the master item so any changes requires a user action.


Update tag properties

To read tags from the master item and update the properties in the extension, use the "Update master item tags" button found in Data --> Dimensions --> "Dimension Name" --> Update master item tags.



Set tag properties

To store the current properties in Master item, click "Set tag properties" found next to the "Update master item tags" button. 



Measures

It is possible to change the background color and text color for the measures. You can also add a group for your measures. If your expressions are after each other and have the same group name they will be grouped (see picture below where the expression "=Max(Year)" is used to create a group for 2019). Enabling Top Dimension will disable groups, they cannot be used at the same time. 




Indicators

For all measures there is an option to add visual "indicators". When activated indicators can be displayed either as data bars or icons. 



For both icons and data bars it is possible to use either the simple or advanced mode. In simple mode, colors are picked as selections while more options are available in advanced mode. 



Tag properties on measures

For easier setup and maintenance a master item measure can include a property tag. This setting is only available when the measure is a Master Item. The property values are not actively linked to the master item so any changes requires a user action. Tags entered in the Edit Master Item dialog are limited to 31 characters.


Example measure tag properties

"cl-fr-group-Actual vs Budget" will set the Group property to "Actual vs Budget".

"cl-fr-group-=Max(Year)" will set the Group property to the expression "=Max(Year)" 


If comments are enabled these properties can also be set with tags. 







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