PAX custom reports

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billyo
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PAX custom reports

Post by billyo » Tue Mar 16, 2021 3:27 pm

Hi,

Just a bit confused on the PAX custom reports, if I create one of the subsets within the report are dynamic does this report take all new projects created in the future in? I am struggling to define the difference between dynamic and custom reports? I have googled a few and its not overly clear on this. Any advice much appreciated

Thanks
Shane

declanr
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Re: PAX custom reports

Post by declanr » Tue Mar 16, 2021 4:20 pm

Hi,

A "Custom Report" is static in terms of the rows that are displayed (there are some tricks to make it not static but we won't get into that.)

A "Dynamic Report" has the POTENTIAL to have a dynamic list of elements in the rows.
It is driven by a TM1RptRow formula (link below) which can return a list of elements based on a Subset or an MDX expression (or some other options), if your subset that you define gets updated to include an extra element then a refresh of your report will see that new row appear... likewise if you write an MDX expression directly in the book you can pick up new elements.
https://www.ibm.com/support/knowledgece ... ptrow.html

Hopefully that makes sense.

Thanks,
Declan
Declan Rodger

billyo
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Re: PAX custom reports

Post by billyo » Tue Mar 16, 2021 6:41 pm

ok that makes sense so technically a custom report would automatically update the following rolled up figures going forward.

Parent, pay, amount

as no additional lines would come into the report however behind the scenes additional children would come under the parent these would be picked up correctly as a total in a custom report?

Thanks
Shane

David Usherwood
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Re: PAX custom reports

Post by David Usherwood » Fri Mar 19, 2021 9:41 am

To be clear, the totaling happens on the server, using the rollups in your dimension - so if new elements are properly charted when they are added, the total will be correct. The 'custom' report retrieves values against the dimension element.

billyo
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Re: PAX custom reports

Post by billyo » Fri Mar 19, 2021 3:25 pm

thankyou both appreciate the clarity

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