Configuring the Ad-Hoc tab

You can add ad-hoc reporting by configuring the Ad-hoc tab in a new or existing workbook. In this example, you add the tab to an existing Finance Budget workbook.

Note: You can configure multiple ad-hoc reports, so long as the total number of tabs does not exceed 25.
  1. Open a Finance Budget workbook.
  2. Click the Wrench icon to the right-hand side of the tabs to open the Tabs Configuration dialog box.
  3. Click Add Tab and specify 'Ad-hoc' as the name of the tab.
  4. Click Select Item in the Report column to open the Report Assignment dialog box.
  5. Click Ad-hoc Designer then click OK.
    The Ad-hoc tab is now visible in the page header.
  6. Click the Ad-hoc tab to open the Ad-hoc Designer window.
  7. Select the Enable writeback check box to enable the workbook template to be used in Planner view.
    This enables writeback on the entire workbook. You can enable writeback on individual attributes when you select which ones to include on the workbook.
  8. Click and drag Accounts to the Row axis, then click and drag Calendar to the Column axis.
  9. Repeat this process to add Decision Package to the Row axis.
  10. Click the Preview arrow to open a preview of the report.
    In the report preview, you can further configure the Analysis Dimensions.
  11. Click the Account header and then click Select elements to open the Select Element dialog box.
  12. Select All Accounts > Assets > Total non-current assets > Tangible assets and click OK.
  13. Click Tangible Assets and select Zoom to level, then select the highest available level to show all base accounts.
    Here is a description of the menu options:
    • Zoom in: Drills down one level down in the hierarchy.
    • Zoom out: Drills down one level up in the hierarchy.
    • Zoom to level: Drills down to a specified level in the hierarchy. Unavailable levels are in italics.
    • Keep element: Sets the selected element as the only element and removes all other elements from the Account Dimension.
  14. Click the Account header and select Add Selections to open the Add Selections dialog box.
    1. In the Accounts field, select All Accounts > Liabilities and equity > Total equity > Shareholder's equity > Share capital and click OK.
    2. Click inside the Decision Package field and select the Decision Packages you want to use, then click OK.
  15. Click OK.
    Alternatively, you can click the respective header to add the Decision Package and Strategy.
  16. Click the Calendar header and then click Select elements to open the Select Element dialog box.
  17. Select Total Time > 2019 and click OK.
  18. Click the 2019 header and then click Zoom to level to show the months, quarters, or years.
  19. Click the Filter icon to open the Filters dialog box.
  20. Click Set all to Unassigned and click OK.
  21. Click the Account header and select Edit attributes.
    Here you can select only the attributes you want to use in the workbook. These attributes are then visible in the workbook as columns. After you have selected the attributes, click on the attribute header and select or deselect whether or not to enable writeback on the attribute.
  22. Click Save then click OK.