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22 March 2023, 9:00:00 am AEDT
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4 min
If you’re tired of manually updating your reports every time you need to add a new column in your Dynamic Reports, you're not alone. It can be time-consuming and tedious - not to mention frustrating - to have to constantly tweak and adjust your reports as your data changes. Luckily, there’s a way to make your life easier: Dynamizing Dynamic Reports. By using a hack to make your reports’ columns as dynamic as the rows, you can free up time and energy for other tasks - and make sure your reports are always up-to-date. Read on to learn how to make your reports more dynamic and efficient!
The Good
Dynamic Reports in PAfE is highly popular and primarily used due to its intrinsic characteristic of being dynamic. The great thing about this report and one of the big reasons for its wide adoption is that the row content in this report updates dynamically, either depending on the subset used or the mdx expression declared within the TM1RptRow function and also because the formulas in the entire TM1RPTDATARNG are dictated by simply updating them in the master row (first row of data range) and it cascades down automatically, including how the formats of the reports are dynamically applied in the report.
The Bad
That being said, with all those amazing capabilities, there is however one big limitation of this report and that is that, unlike rows, the columns are still static and require the report builder to manually insert the elements and the formulas across the columns, thereby making it “not so dynamic” as you would otherwise expect, in that context.
Purpose of this blog
And it is precisely this limitation that this blog aims to address and provide you with a workaround to this problem and make the columns as dynamic as the rows, thus substantiating the title of the blog “Dynamizing the Dynamic Report”.
Method
In order to achieve the dynamism, I have primarily used a combination of 4 functions; 3, Excel 365 and 1, PAfE Worksheet function and they are as follows:
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BYCOL - processes data in an array or range and leverages LAMBDA function as an argument to each column in the array to return one result per column as a single array
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LAMBDA - a UDF (user defined function) helps to create generic custom functions in Excel that can reused by either embedding it as an argument in another LAMBDA supported function (such as BYCOL) or a function of its own when ported as a named range
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TRANSPOSE - Dynamic Array function to transpose the row or column array
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TM1ELLIST - Only PAfE worksheet function that returns an array of values from a dimension subset, static list or MDX expression
Instructions
Let's have a look now at how we have utilized these functions within the Dynamic Report.
The above image is a Dynamic Report showing the data from the Benefits Assumptions cube having 3 dimensions; Year, Version, and Benefit.
The Benefit dimension is across rows, Year across columns, and Version on the title.
In cell C17, I used the TM1Ellist function to get the Year members (Y1, Y2, Y3) from a subset named “Custom Years” returning it as a range and then wrapping it inside the TRANSPOSE function to transpose the resultant range.
Cell C17 formula:
In cell C18, instead of DBRW, I used the BYCOL function where I used the range in cell C17 by prefixing it with spilled reference (#) as the first argument of it.
I then used the LAMBDA function to create a custom function as its second argument where I declared a variable x and passed it inside the DBRW formula in the position of the Year dimension.
So the way the formula would work is, it would take the output from TM1ELLIST function and pass each member of it in LAMBDA function as variable x which is then passed within DBRW formula, making it a dynamic range that automatically resizes based on the output of TM1ELLIST function.
Cell C18 formula:
Note that the formula is only entered in one cell (C18) and it spills across both rows and columns.
Caveats
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This is only supported in PAfE which means it won’t work in PAW or TM1Web
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Works in Excel that supports Dynamic Array and LAMBDA functions
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The formatting is not spilled
If you’re tired of manually updating your reports every time you need to add a new column in your Dynamic Reports, you're not alone. It can be time-consuming and tedious - not to mention frustrating - to have to constantly tweak and adjust your reports as your data changes. Luckily, there’s a way to make your life easier: Dynamizing Dynamic Reports. By using a hack to make your reports’ columns as dynamic as the rows, you can free up time and energy for other tasks - and make sure your reports are always up-to-date. Read on to learn how to make your reports more dynamic and efficient! The ...
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