We will like to work in collaboration with the partnership team and included their commentary and highlines into the Profit & Loss report send to managers.
This will help managers to understand main drivers and variances in their space. Plus reduce the number of meeting between managers and partnership team .
We have around 365 managers across the organization. Any ideas?
This would be a fantastic enhancement, especially since the commentary can then be used in the email message as well as the report. I can see there is an API for accessing cell commentary so this should be technically feasible to include in ReportWORQ.
@SteveRoweInfocat,
I believe you had recently shown a mechanism to access commentary in Planning Analytics cubes as well. Were those comments/annotations also stored at the tuple level like they are in Workday Adaptive?
Let’s discuss some possible design options:
To extract a single annotation we could add a new ReportWORQ formula say =RWDataAnnotation(). For Adaptive reports and Planning Analytics Quick Reports which are specification based, this formula could simply reference a cell containing data and the same tuple used to load the data in that cell could be used to load the annotation for the formula.
We could also allow for the RWDataAnnotation() formula to accept a list of dimensions and members as the tuple and then just that annotation would be extracted, without the need for any other data cells.
Would it be valuable to automatically load annotations for data cells and add them as Excel comments. This would be beneficial for Excel output, not PDF output.
Finally how about a dynamic approach where a data table could load up a listing of all of the annotations for the data on the page. Perhaps columns for the cell location, cell value, a column for each member of the tuple and then finally the annotation. This should provide enough information to hide columns as needed or use VLOOKUPS to report on the information elsewhere.
Any other ideas from the community?
Thanks,
-Andy
In TM1 the comments are stored as a JSON, ascii output attached.
Annotations.xlsx (9.1 KB)
I also have a TI process that process the Annotation cubes into a more user friendly cube as well, not sure if you would need that.
Side thought
The complexity I see here is the intersection of what is in the report and the level at which the comments are made. i.e. I am reporting at the total product level but the comments have been made at the individual product level.
I guess this would be down to the report writer to resolve by having a hidden (to RW) sheet that pulled out all the possible intersections that have been commented against. The only practical way of doing this would be a zero suppressed dynamic report against the Annotation cube rather than the Data cube. This would mean the JSONs end up on the hidden sheet.
By the time I’ve done all this I probably don’t need a RW based solution.
Obviously RW would have a significant part to play where the commentary is at the same level as the reporting.