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Adding an Amount in the Document

Word Add-in > CCH Tagetikribbon bar > Objects > New

Depending on the data source of the value associated with the amount, this procedure allows one of the following types of Amount objects to be inserted into the document:

  • Amount from Tagetik database
  • Amount from Excel file
  • Amount from Tagetik Form

IMPORTANT. It is not possible to nest updatable objects. For example, if an attempt is made to insert a Dimension Attribute object type within a Table or Rich Text object , the operation will be prevented and the user will be notified of the failed entry.

Below are the procedures to be followed based on the different types of object.

Prerequisites

Before inserting an Amount object, the following steps must be performed:

  1. Open the document in edit mode.
  2. Place the cursor in the section of the document where you wish to insert the object.
  3. Click New: the New Object panel pops up.

In the General tab:

  1. Enter the Name of the object
  2. Click on Object Type and select Amount
  3. Insert additional information if necessary
  4. Click Next to go to the next tab

Adding an Amount from Database CCH Tagetik

This procedure allows you to add an Amount using the database as a source CCH® Tagetik

  1. Open the document in edit mode
  2. Place the cursor in the section of the document where you wish to insert the object
  3. Click on New: the New object window will pop up

In the Source tab:

  1. Click Tagetik Software S.r.l.
  2. Select the Application Database from those available in the drop-down menu. Visible Databases are those associated with the authenticated user.Note. Note: if an object has already been added to the document, the system displays the previously selected database as the default value.

The system displays the Financial option as selected by default, and the user can proceed by :

  1. Selecting one or more values for each of the three dimensions required to identify the Amount (Scenario, Account, and Period).

  2. Clicking on the three dots next to the dimension to configure the dimension, specifically:

  3. Click Select From; the system displays the Size Grouping and the list of Groupings/Hierarchies defined for the dimension - Select the desired Grouping/Hierarchy. The system will display the list of dimension values belonging to the Grouping/Hierarchy - Click a single value or a value node by navigating the results list, or use the Search bar to make a quick selection (multi‑selection is supported)

  4. Click Add Dimension and repeat the previous steps for each dimension to identify the Amount, or

  5. Click Next to go to the next tab

After selecting the Analytical option, the user can:

  • Select the Workspace and Dataset in which specific numerical measurements are available
  • Amount

After selecting the Next button, the system displays the Parameters tab which contains the parameters required to retrieve the amount value related to the partition entered in the Dataset.

Note: If a value has been selected in the document for the dimension to be defined, the Inherit from parent document toggle is switched on and the dimension value selected in the parent document is shown as the default value. The user may decide not to inherit the value from the parent document by turning off the toggle and selecting a new value.

  • If a value has been selected in the document for the dimension to be defined, the Inherit from parent document toggle is switched on and the dimension value selected in the parent document is shown as the default value. The user may decide not to inherit the value from the parent document by turning off the toggle and selecting a new value.
  • If the inherited parameter is the Scenario dimension and only one value is selected for this parameter in the document from which it is inherited, then it will be possible to select a Reference Scenario from those available (see Reference Scenario). To do so, click on Show Options, below the value of the inherited Scenario.

In the Advanced tab:

  1. Select the format type by choosing either As number (default) or As percentage
  2. Turn on the Inherit Format toggle to format the number/percentage according to the formats defined in the document root, or
  3. Select a Default format from the options available in the drop-down menu, or define a Custom format, making sure to follow international conventions that use the period "." as decimal separator and the comma ',' as thousand separator. The character used to separate thousands or decimals will be converted according to the language of the document.
  4. Click Insert to add the Amount to the document, or
  5. Click on Previous to return to previous tabs.

Note. Once the data entry process is complete, the amount will appear in the document with the same formatting as the paragraph where it was entered.

Customized format

A customised numeric and/or percentage format can be created using an 'identifier' to define the formatting of the data. Some examples are provided below:

  • use the numeric format identifier #,##0 'ths' or #,##0 'mills' to obtain values in thousands and millions;

  • use the numeric format identifier '-'. It can be used to replace the numeric value zero with this output format. The format identifier '-' placeholder zero replaces the zero with the corresponding identifier; otherwise, the zero is displayed as the result.

Adding an Amount from Tagetik Form

This procedure allows you to add an Amount using data from a Tagetik Form.

In the Source tab :

  1. Click on CCH Tagetik Form
  2. Select the Application Database from those available in the drop-down menu. Visible Databases are those associated with the authenticated user.

Note: If an object has already been added to the document, the system displays the previously selected database as the default value. 3. Click on the three dots next to Form and select the form in which the amount to be entered in the document was defined, specifying:

  • The name of the Sheet, and
  • the Cell, meaning the position of the amount in the form, specified by row and column format
  • Click Next to go to the next tab
  • Click on Previous to return to previous tabs.

In the Advanced tab:

  • Click on Document root, to apply the formatting of the amount according to the settings defined in the Document Root
  • Click on Source, to apply the formatting of the amount according to the settings defined in the Source

In the Advanced tab:

IMPORTANT: The character used to separate thousands or decimals will be converted according to the language of the document.

  1. Click Insert to add the Import into the document, or
  2. Click on Previous to return to previous tabs.

IMPORTANT: once the data entry process is complete, the amount will be displayed in the document with the same formatting as the paragraph where it was inserted.

Adding an Amount from Excel File

This procedure allows you to add an Amount using data from an Excel file.

In the Source tab :

  1. Click on Microsoft Excel
  2. Click on to browse the folders in the SharePoint site dedicated to the application, then select The excel file has been uploaded
  3. Configure the following details:
  4. Sheet, expand the drop-down menu and select the excel sheet
  5. Area, expand the drop-down menu and select the area containing the amount to be added, or
  6. Custom selection, specify the column row containing the amount to be added
  7. Click Next to go to the next tab

In the Advanced tab:

  • Click on Document root, to apply the formatting of the amount according to the settings defined in the Document Root
  • Click on Source, to apply the formatting of the amount according to the settings defined in the Source
  • Default

IMPORTANT: The character used to separate thousands or decimals will be converted according to the language of the document.

  1. Click Insert to add the Import to the document, or
  2. Click on Previous to return to previous tabs.

IMPORTANT: once the data entry process is complete, the amount will be displayed in the document with the same formatting as the paragraph where it was inserted.