You can apply Related Content to these areas:
Steps for applying Related Content to Data Management: You have to create a Planning data source where the data is loaded using Data Management from a data source. Then in the Financial Reporting report, you create a related content link on a data cell/row/column that drills to the source data in Data Management.
When you run the report in Planning and Budgeting Cloud Workspace, the HTML Viewer displays the report and the Related Content cells are displayed with an underline, if you click on the link, then you will drill down to the Data Management Landing page where you can view the source data.
Related Content can be specified for any cell within a grid object (data cells, text cells, formula cells, heading cells), text object, image object or chart object. When related content is any cell except a text cell, the point of view (POV) included in the related content link is limited to the unambiguous members for that cell. For examples of related content results in a grid, see Examples of Related Content Results when Specified in Grid Cells.
Related content can be specified conditionally through the Conditional Format dialog on any grid object cell. On the Replace tab of the Format Cells dialog, you can specify Related Content links. For example you can enter a condition: “if Market member name is “East”, link to ReportABC; if Market member name is “West”, link to ReportXYZ. See Applying Conditional Formatting to Grids.
Related Content can be specified on Image, Chart and Text objects. The link is applied to the entire object. Chart and Image objects with Related Content can be mouse-clicked to point to the Related Content link. For Text objects with related content, the entire textual content is marked as a hyperlink. When clicked, the Related Content link is followed.
When a data cell has a related content link because of a cell document, if that cell is referenced through a <<GetCell()>> or the <<CellText()>> function, the <<GetCell()>> or the <<CellText()>> value will also have the related content link. The behavior of a related content link in a cell document is the same as a related content link designed in a Financial Reporting report. To view more information about <<CellText()>>, see CellText.
URL strings in Text objects and Grid object text cells are replaced with a “[Link]” hyperlink to that URL. URLs must begin with “http”, “https, or “ftp” in order for a URL to be converted. For example, if you type “This is a link to Google http://www.google.com” the result is “This is a link to Google [Link]”.
Note: | Text object and Grid object text cells are evaluated after any <<CellText()>> and <<Annotation()>> functions are evaluated. So if cell text or annotation functions contain URLs, they are processed into hyperlinks as appropriate. |
When you select related content for a grid, you can also specify dimension descriptions for the related content link dimensions. The textual information is displayed in the book Table of Contents and navigation path (breadcrumb). The description is defined using the <<Value()>> function in the Add Related Content dialog box. See Modifying the Properties for Related Content.
When using Related Content on a report, the system sets the point of view (POV) of the report to that of the selected cell. For example, if the Gross Margin row of the Canada column is selected, the POV for the account is set to Gross Margin and the POV for the entity is set to Canada before the linked report is displayed.
You can define Related Content for data cells within a row or column. You can specify the same report for a group of cells by selecting the desired cells in the grid and then defining the Related Content. Also, based on the type of Related Content selected, you can modify properties, such as their label and URL and default display options.
Object-level security is not enforced when you select Related Content, which enables you to select any report among the entire contents of each repository. However, object-level security is enforced when the report is requested for viewing.
To create a link to Related Content:
Select a report for which you want to specify Related Content.
Select the rows, columns, cell object, grid, chart, image or text object for which you want to provide a link to Related Content.
From the Property sheet, select the Add Related Content check box, then click the Setup button. The Add Related Content dialog box is displayed.
You can link a folder for Related Content, which enables an end user to select from the complete contents of the folder, or expand the contents of a folder and select a report. To make a selection, perform any of the following actions:
To select a folder, highlight the folder in the Available list, then click the arrow button to move the folder to the Selected Related Content area.
To select a report object, expand the folder by clicking the node (+), highlight a report object, then click the Add button, , to move the report to the Selected Related Content area.
You can modify the properties of the selected report object while you add the link or after you add the link:
To modify properties while selecting a report object, select the Show Properties dialog when adding content from Hyperion sources check box. As you select a report object to link, the Related Content Properties dialog box is displayed.
To modify properties after selecting report objects, highlight the report object in the Selected Related Content list, then click the Properties button.
For information on changing properties, see the Modifying the Properties for Related Content.
To see all repository object types in the Financial Reporting Related Content dialog, select Show all object types. When this option is not selected, only Financial Reporting objects are shown.
Note: | This option simplifies book functionality |
Select as many additional links as needed.
For information about changing the properties of the links, see Modifying the Properties for Related Content. |
To change the position of a report object within the Selected Related Content list, select the object, then click the Up arrow or Down arrow
to move the report object up or down, respectively.