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Tags identify the data values of the FOR field in your report. A report row can be associated with a tag that represents:
You can also identify Tag values that are organized in a parent/child hierarchy up to 99 levels deep and extending over many rows in the matrix. For details, see Reporting Dynamically From a Hierarchy.
The Tag button on the Financial Report Painter toolbar opens the TAG dialog box, in which you can define all of these variations.
In the Design matrix:
Note: To be able to use the same value in more than one row of the matrix, click the Use Multiple Values check box in the FML Report Properties area above the matrix.
or
Right-click anywhere in the row (except on the label) and select Change Type to, and then Tag from the context menu.
The TAG dialog box opens at the Options tab.
The Row label (R1, and so on) appears automatically in the Label box.
The matrix shows TAG in the Row Type column and if you entered them, the explicit label in the Label column and the title in the Title column.
Tip: You can also drag (or double-click) a tag from the FOR field values panel to a desired location on the matrix. The tag value appears in the For field cell and repeated in the title cell. Right-click in the TAG row and select Row Properties to open the TAG dialog box where you can enter a descriptive title for the tag value and/or an explicit row label.
In the Design matrix:
Note: To be able to use the same value in more than one row of the matrix, click the Use Multiple Values check box in the FML Report Properties area above the matrix.
or
Right-click anywhere in the row (except on the label) and select Change Type to, and then Tag from the context menu.
The TAG dialog box opens at the Options tab.
If you are familiar with FML syntax, note that this entry adds the OR phrase to your request.
To supply an explicit row label to replace the default label (R1, and so on) on the matrix, type it into the Label input box. The default label is retained internally.
The matrix shows TAG in the Row Type column and, if you entered them, the explicit label in the Label column and the title in the Title column.
Tip: You can also drag (or double-click) tags from the FOR field values panel to a desired location on the matrix. Multiple tag values may be contiguous or non-contiguous. They appear on the matrix connected by the FML keyword OR. The tag values are repeated in the title cell connected by the keyword AND. Right-click in the TAG row and select Row Properties to open the TAG dialog box where you can enter a descriptive title for the combined values and/or an explicit row label.
In the Design matrix:
Note: To be able to use the same value in more than one row of the matrix, click the Use Multiple Values check box in the FML Report Properties area above the matrix.
or
Right-click anywhere in the row (except on the label) and select Change Type to, and then Tag from the context menu.
The TAG dialog box opens at the Options tab.
If you are familiar with FML syntax, note that this entry adds the TO phrase to your request.
To supply an explicit row label to replace the default label (R1, and so on) in the matrix, type it into the Label input box. The default label is retained internally.
The matrix shows TAG in the Row Type column and, if you entered them, the explicit label in the Label column and the title in the Title column.
You can use the masking character ($) to identify a group of data values that are identified by common characters (for example, a group of accounts beginning with the number 10). This is useful for specifying a whole group of tag values without having to name each one.
Note: To be able to use the same value in more than one row of the matrix, click the Use Multiple Values check box in the FML Report Properties area above the matrix.
or
Right-click anywhere in the row (except on the label) and select Change Type to, and then Tag from the context menu.
The TAG dialog box opens at the Options tab.
To supply an explicit row label to replace the default label (R1, and so on) in the matrix, type it into the Label input box. The default label is retained internally.
The matrix shows TAG in the Row Type column and, if you entered them, the explicit label in the Label column and the title in the Title column. If you do not specify a title, the tag value and masking characters appear.
Options Tab
Identifies one or more data values for the TAG row.
If you are identifying a range of values, this field identifies the first data value in the range.
If you are using masking characters to specify a group of tag values with common identifying characters, enter the common and masking characters ($$) in the Values box.
Identifies the last data value in the range.
Displays the value(s) you have selected for the current TAG row.
The following options appear on the TAG dialog box Options tab only when a parent/child relationship has been defined in the Master File being used for a report. In addition, an optional attribute in the Master File enables you to specify another field, which contains a descriptive caption for display in place of the hierarchy field values on the report. For related information, see Reporting Dynamically From a Hierarchy.
When you write a financial report against a hierarchy defined in the Master File, you can control data retrieval from the following options on a drop-down list:
Retrieves the value for the specified tag in the hierarchy.
Displays a single summary row for the numeric data values of all children.
Displays the hierarchy starting with the first child of the specified parent, up to 99 levels deep. Each child instance appears over the next child instance. The parent level is not included in the output.
Successive levels of the hierarchy field are indented two spaces from the previous level. You can change the spacing of these indents. See How to Adjust Indents for Captions in a Hierarchy.
Displays children up to the level you indicate. The default value is 1. Therefore, if n is omitted, direct children appear. Level 2 retrieves direct children and grandchildren. The parent level is not included in the output.
Displays the hierarchy starting with the specified parent. (Level 99 is equivalent to ALL.) The parent level is included in the output.
Displays the values for the specified parent tag and its children, up to 99 levels deep. The default value is 1. Therefore, if n is omitted, direct children appear. The parent level is included in the output.
You can refine your display further by choosing the following check box:
You can display a summary row for children up to the level indicated, displayed below the detail rows for the children being summed. Consolidate is supported with the Show children and Show with children options.
You can display descriptive text defined in the Master File as a caption, in place of the FOR field values.
General Tab
Enables you to specify a title for the TAG row. The title will appear on the report. This entry is optional. (Without it, the title cell will be blank in the matrix and on the report.)
For hierarchical data, the caption defined in the Master File is used for the title. The caption supplies descriptive text that can be used in place of the hierarchy field FOR values.
If you do not want the caption to appear, uncheck the Display children's captions box.
Lists the default identification label (R1, R2, and so on) for the TAG row. You can replace the default row identification label with an explicit row label. (The default label is retained internally.)
In a hierarchy, each generated row is labeled with the specified label text. Children have the same label as their parents.
Formatting Options:
The following options apply to individual rows in the report.
Creates a TAG row for use in a calculation, but does not display the row on the report. For details, see How to Suppress Rows.
Displays a row only when data exists for the tag value. By default, a TAG row appears even if no data is found for the tag values. The default character used to represent the missing data is a period (.). The When Exists check box enables you to override this convention. For details, see How to Suppress Rows With No Data.
Posts the output of a TAG row to a work file. This row can then be used as if were provided in a DATA row. For details, see Saving and Retrieving Intermediate Report Results.
Tip: You can also apply these formatting options from the Row Properties check boxes above the matrix.
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