Linking Data to Freestyle Reports by Assigning Cell Attributes

To create links between the Freestyle Reports and the financial model accounts, highlight a cell or range of cells (individual cell, row, or column) and assign cell attributes. Each cell must be assigned all five available attributes for information to appear:

  • Entity

  • Data Object

  • Account Attributes

  • Time

  • Scenario

See Viewing Cell Properties for information on viewing attributes.

When attributes conflict in overlapping rows and columns, Strategic Finance follows the levels of influence to determine which attribute to use.

See Levels of Influence for Resolution of Cell Assignment Conflicts.

Note:

Columns and rows must intersect before the information displays. For example, if you assign columns for the years 2003, 2004, and 2005, no information appears until you assign a row of accounts below those columns.

  To assign cell attributes:

  1. Select a Freestyle Report.

  2. Highlight a cell, row, or column.

  3. Select Edit, and then Assign Cell Attributes.

  4. Under Entity, select a data source:

    • None—Paste in copied data, or enter data.

    • Current—Retrieve data from the current financial model

    • Alias—Link data from another entity or file (.alc). The source file or entity must have an alias. See Using Alias Manager

      Note:

      When linking calculated data through Alias, you can use Analyze to view the analyze trail from the source.

  5. Under Data Object, define the object from the source to display in the cell:

    • In Account, select an account.

      The available accounts are from the source in Entity. You must select an option in Other.

      • Click Find Accounts to search accounts.

      • For Debt Scheduler items, in Account, select one of the debt accounts:

        • New Senior Notes (v2652)

        • New Senior Subordinated Notes (v2654)

        • Total Long Term Debt (v2660)

    • In Other, select elements to display as report titles, column and row headings, default currency and units, or scenario descriptions:

  6. Under Account Attributes, select the account data to display:

    • Input

      Displays input values or forecast assumptions accounts.

    • Output

      Displays output values.

    • Label

      Displays account names.

    • Note

      Displays account notes.

    • None

      Default—Displays nothing.

    • Change Sign

      Displays opposite values from the account data.

  7. Under Time, enter the time periods to retrieve:

    • Interpret relative time references based on

      Specify the source financial model for time information:

      • Current

        From the current entity.

      • Alias

        From a linked entity. Requires an alias—see Using Alias Manager

    • In Time Period, enter a time period or formula.

      Click Build to enter a time formula—see Building Time Formulas.

    • In Options, select a roll-up time period:

      • <None>

      • YTD

        Year to Date

      • HTD

        Half to Date

      • QTD

        Quarter to Date

  8. Optional: Under Scenario, select a scenario.

    Note:

    To activate this feature, access Scenario Manager - Account Scenarios and, in Accounts select the account

    see Maintaining Scenarios.

  9. Click Apply.