Working with custom parameters

Create a shared custom parameter

Excel > CCH® Tagetik > Parameters Definition

  1. Click : a row will appear in the Shared parameters list.
  2. Enter a code and a description.
  3. In the Type section, select the desired data type. If you choose a dimensional data type, select the desired node or dimension in the Dimensions pane.
  4. In the Attributes section, define the properties and default input mode for the parameter when the form is run in the parameters selection window.
  5. Click the Restrictions tab and, if desired, in the Attributes section, set the input options for parameters omitted and restrictions on selectable data in the parameters selection window.
  6. In the Advanced selection section, define the rules for dynamic parameter input. To define an advanced selection script, select Advanced selection and insert the script in the dedicated box.
  7. (Optional) In the Long descriptions section, set a detailed description of the parameter for the system languages.
  8. Click .

Create an ad hoc custom parameter

Excel > CCH® Tagetik > Design > (Left-hand panel) open form > > Parameters Definition

  1. Click the Ad hoc parameters tab.
  2. Click : a row will appear in the list
  3. Enter a code and a description.
  4. In the Type section, select the desired data type. If you choose a dimensional data type, select the desired node or dimension in the Dimensions pane.
  5. In the Attributes section, define the properties and default input mode for the parameter when the form is run in the parameters selection window.
  6. Click the Restrictions tab and, in the Attributes section, set the input options for parameters omitted and restrictions on selectable data in the parameters selection window.
  7. In the Advanced selection section, define the rules for dynamic parameter input. To define an advanced selection script, select Advanced selection and insert the script in the dedicated box.
  8. (Optional) In the Long descriptions section, set a detailed description of the parameter for the system languages.
  9. Click .

Enable automatic input of default values

Application database > (Settings) > Forms tab

When an optional run parameter is not defined by the user, it can be defined automatically by the system by enabling the automatic input of default values at the system settings level.

To do this, in the Display section, click Automatically define parameters if omitted at the start (see Settings window).

At runtime, based on the parameter settings, the system defines the parameter with a default value, or a value defined by a script associated with the parameter.

Set a default value for a parameter

Excel > CCH® Tagetik > Parameters Definition

  1. Create a parameter (see Create a shared custom parameter or Create an ad hoc custom parameter).
  2. In the Properties tab, next to Input mode, select Set using a default value. A drop-down menu will appear to select the default value.
  3. Click and select the default value.
  4. Click .

Set a default value using a script

Excel > CCH® Tagetik > Parameters Definition

  1. Create a parameter (see Create a shared custom parameter or Create an ad hoc custom parameter).
  2. In the Properties tab, next to Input mode, select Script for default value. A drop-down menu will appear.
  3. Click . The Cell Fields Wizard will open.
  4. Insert the script indicating the desired dimensional value (see Inserting a dimensional cell field).
  5. Click .