Creating a Report with Generative AI for Notes Summarization

You can summarize Notes in a text box using either the Notes or GridNotes text functions (with an additional parameter) or the SummarizeGridNotes text function.

Notes Text Function

To use the Notes text function to summarize Notes:

1. You can either edit a report with an existing Note text box or create a new Note text box in a report, in the Notes text function, set the Summarize Notes parameter to True. For example: Notes("P&L Named POV", "P&L Note Format", "P&L Variance", true)

2. If Summarize Notes = true, then the Notes in the Note Text box results will be summarized using GenAI.

   If Summarize Notes = false or if the Use Context parameter is not included, the Note text box will display as defined, without any GenAI summarization.

   For example:

   • Summarize Notes = false

     
     
     

   • Summarize Notes = true

     
     
     

   Note:

   Use Context is not available for the summarized Notes using the Note text function because the underlying data values for the Notes are not available.

   For more information on the Note text box and Notes text function, refer to the following topics:

   • Using the Notes Text Function.

   • Notes text function syntax.

GridNotes Text Function

To use the GridNotes text function to summarize Notes:

1. You can Edit a report with a text segment (row or column) or text box in a report. Either edit an existing or insert a new GridNotes text function. Set the Summarize Notes parameter to true.

   For example: GridNotes(D, "P&L GridNote Format", "P&L Variance", true)

2. If Summarize Notes = true, then the GridNotes function will be summarized using GenAI.

   If Summarize Notes = false or if the Use Context parameter is not included, then the GridNotes function will display just the Notes, without any GenAI summarization.

   For example:

   • Grid Designer mode:

     
     
     

   • Report Preview mode:

     
     
     

For more information on the GridNotes text function, see GridNotes.

SummarizeGridNotes Text function

The SummarizeGridNotes text function can be inserted into a text box and used to summarize Notes that appear in a Note segment in a grid (inline grid Note entry).

This function is only available in a text box and not a text row or column. It also requires a grid with a Note segment to be present in the report.

To use the SummarizeGridNotes text function to summarize Notes:

• Insert the SummarizeGridNotes into a text box on the report and specify the row or column reference for the Note segment and if you want to add parameter Use Context.

• For example: SummarizeGridNotes(F, true), where F refers to a Note column and the Use Context parameter is set to true.

• Report Preview mode:

  
  
  

• For more information on the SummarizeGridNotes text function, see SummarizeGridNotes.