CCH Tagetik: tips & tricks for users – Improve Reporting Flexibility for Consolidated and Original Amount Types

 

Working with CCH Tagetik with many of you, we found several tips ’n tricks for working with the application we would like to share with you. The purpose of this particular edition is to improve the reporting flexibility for consolidated and original scenarios. This is done by reducing the amount of clicks that users have to make when opening up a report.

As a Tagetik user, we all know that the Amount Type dimension should be differentiated when selecting either a consolidated scenario or an original scenario: Consolidated scenarios use TIP_CV while original scenarios use TIP_O. So what if we can create a script that derives the consolidated or original property from the selected scenario and provides the proper Amount Type for us? That’s what we’re going to build in this Tips ‘n Tricks edition!

Step 1:

First, we add the amount type dimension to the top of the column filter in the matrix editor. Select the top node Amount Type, check the Dynamic box, and put it on top of the column filters of your matrix:

Note 1: By adding a dimension to the Matrix Editor, Tagetik will automatically add a header description. Don’t forget to delete that description from the ‘Headers’ tab in the screenshot above.

Note 2: If you already have a selectable parameter for Amount Type you should remove that during this process as well. Check the list of filters used to quickly locate any dimensions parameters.

Step 2:

As soon as you’ve added the Amount Type, we are going to enrich the filter in order to run ‘Advanced selection’. Select the Amount Type filter, open the Advanced selection menu, and set the Selection type to Advanced selection. This will allow us to put a script in the box above labelled ‘Script’.

Step 3:

Now we are going to enter a script that retrieves either TIP_CV or TIP_O depending on the scenario code. In this particular example, the application’s scenario starts with a ‘C’ if they are consolidation scenarios. Therefore we use the following script:

TGKML 1.0
SCEN := $Scenario.code;
result:=if (LEFT(SCEN,1)=="C") then $AmountType.GETLEAF("TIP_CV") else $AmountType.GETLEAF("TIP_O") end;


If your organisation’s consolidation scenarios have a different defining feature for consolidation, 2019_ACT_CONS for example, you could try to change the script to:

TGKML 1.0
SCEN := $Scenario.code;
result:=if (RIGHT(SCEN,4)=="CONS") then $AmountType.GETLEAF("TIP_CV") else $AmountType.GETLEAF("TIP_O") end;


Should you have other defining features for consolidation scenarios, shoot me a message in the feedback form and I’ll see if I can set up the script for you.

Step 4:

Now the script is in place, confirm your changes in the Matrix Editor by clicking OK and OK once more.

Now you are ready to run the report – Check your results in navigation by selecting a cell with data, clicking on Cell properties, and look for Amount type in the new pane, in this case, a consolidated scenario is selected and TIP_CV is automatically entered:

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Want to know more?

Are you curious about the possibilities of CCH Tagetik and Finext? Have a look at our CCH Tagetik page here.

Want to know how Tagetik is used for planning and budgeting? Watch our webinar here.

If you have any questions, don’t hesitate to let us know. You can find all our CCH Tagetik specialists here.