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The Override content on cells function

Overrides on formulas

In CCH Tagetik, it is possible to insert formulas into form cells, via the Matrix Wizard (see Matrix Wizard - Window structure).

The formula filters are filters on matrix rows or columns which, while the form is being run, function like Excel formulas and make it possible to process data based on the data handled by the matrix itself.

For more details, see Formula filters.

In the Matrix Wizard, the formula is set on the entire row/column of the matrix. However, in some contexts, it is necessary to define specific formulas for specific cells. Some examples are provided below:

  • It is necessary to refer to cells that belong to other matrices or other cells of the form.
  • Formulas must have different behaviour for certain cells of the matrix (whereas standard formulas are defined on the matrix rows and/or columns).
  • Different constant values must be assigned for every cell of the matrix.

To create formulas at the cell level, it is possible to use the Override content function, which allows you to insert an Excel formula directly into a cell in the area occupied by a matrix.

It is important to consider the following behaviours:

  • Inserting ordinary Excel formulas means that, when the matrix is generated as the form is run, the formula will be overwritten with what is present in the matrix.
  • The content of cells can only be overridden in static matrices.
  • If the data resulting from the formulas needs to be saved in the database, the cells containing the formulas in the matrix must have editability set to Editability protected

To remove an override, right click on the cell to which the override is applied and select Tagetik > Remove "Override content"

Override Headers

The Override content functionality also allows you to override header-type content in a cell. This override can be run in the following ways:

  • by using a dictionary item on the row/column of the Matrix Wizard
  • by setting the override on the matrix headers

Setting up an override on matrix headers is useful, for example, for inserting content in the matrix's starting cell, or the first cell at the top-left, at the intersection between the first row and the first column of the matrix. In order for the text content inserted directly into this cell in Excel not to be removed as the matrix is regenerated when the form is run, it can be added via overrides.