This article shows you how to work with comments in Vizlib Finance Report. There are limited comments features included in the trial version, to make use of the full range of comments functionality you will need to install Vizlib Server.
TABLE OF CONTENTS
- Setup - Trial Version
- Setup - Full Version
- Hierarchy Groups
- Adding Hierarchy Groups
- Hierarchy Group A, Group B and Group C
- Require Selections
- Stream Access
Here's an example of how comments work in a finance report.
- Click the cell you'd like to comment on to open the Cell Comments window (Figure 1).
- Enter your text and click Comment. The cell will display a marker on the top right once the comment is saved.
- Click See all comments to view the comment in the comments stream
Figure 1: Add and View Comments
- Click the marker in the cell to view the comment (Figure 2).
- If you click the three dots to the right of the user name, you'll open the menu with options to Edit or Delete the comment.
Figure 2: Open and Manage Comments
Figure 4: Enable Comments
Setup - Full Version
To use comments with Vizlib Server, you'll need to have set up a Vizlib Finance Report stream in the Vizlib Management Console (VMC) before you can activate the connection to the server.
Enable Comments, and enter the name of the Finance Stream you want to use (Figure 5). You can adapt server settings by choosing Override Server URL, and enter a server URL and Port if needed.
Figure 5: Vizlib Server Comments
The next step is to enable comments for all measures where you want to add comments. If a period (e.g. a particular month or year) is used as the top dimension then you can activate Use top dimension as period to connect all the comments to the right column. The "Comment Period" is in that case not active since the dimension is used (Figure 6). The first dimension row is selected and stored with the comment to make sure each comment is connected to the correct row of the report. Comments are only possible on the first dimension and not on expanded rows.
Figure 6: Use Top Dimension
The Comment Measure Key value defaults to the name of the measure, so in Figure 7 it would be Actual.
Figure 7: Measure Settings Comments
You can also customize this setting by entering a Qlik Sense expression, e.g. entering the expression
"='Actual vs '&vTargetType"
will connect the comment to the current active value of vTargetType.
The Comment Period can also be customized with expressions. e.g. or example if comments should be connect comments to the latest selected period by using the value
Comments can be allowed or disallowed based on a condition expression. Leaving an empty string allows comments, while every other option will disallow comments. You can also choose Limit commenting to open periods to disable comments for closed financial periods (Figure 8). Access to commentary can then be controlled through the Qlik Sense Management Console (QMC) and the custom property VizlibFinanceReport_OpenPeriod. (Commenting is only allowed when the Comment Period property matches the custom property VizlibFinanceReport_OpenPeriod.)
Figure 8: Conditions
Hierarchy Groups allow a connection between comments and the data in the application. When the setting is enabled data in the hierarchy group is stored with the data (Figure 9).
Figure 9: Hierarchy Groups
Figure 10: Hierarchy Group Mode
- values in the hierarchy group field capacity is limited to the first 100 values
- if required sections are disable, comments made with no selections in the hierarchy group are associated with the top field.
- Updating hierarchy groups will most likely filter out some/all older comments associated with previous hierarchy groups that do not get a match in the updated configuration.
To add a hierarchy group, open the Hierarchy Group settings and click Add Hierarchy Group (Figure 11).
Figure 11: Add Hierarchy Group
Click <Select a value> and choose the hierarchy group level field you need to use (Figure 12).
Figure 12: Select a Value
Keep adding as many fields as needed but make sure that each field is in a strict hierarchy with the levels above it (Figure 13).
Figure 13: Field Added
Figure 14: Hierarchy Groups
Figure 15: Require Selections