Configure refresh variables for certain reports
Why use this feature
Now administrators can control which RFGroup table columns are available for selection in the Refresh Variable dialog of certain reports, thereby tailoring the selection list to better fit users’ needs.
How this feature works
What: When users open the Consolidated Summary or the EBIDA Summary report, one of the variables they must select from the Refresh Variables dialog is a data column from the RFGroup table. After selecting the column, users can then select one or more entries from that column. Administrators can use the Grouping Columns for Refresh Variables feature to create a set of RFGroup columns from which users can choose. Administrators can also set up custom RFGroup table columns and make those available for selection.
Where: This change applies to the Visibility Options tab of the Configuration Utility, the Forecast tab of the plan file, and the Select RFGroup Column options available in the Refresh Variable dialog for certain reports.
Who: Only Axiom Rolling Forecasting administrators can access the Configuration Utility. All users can access the reports affected by this feature.
How: In the Configuration Utility’s Visibility Options tab, in the Reports-Grouping Columns for Refresh Variables section, click the drop-down and then select the RFGroup columns to include and clear the check boxes for those RFGroups to exclude. Click OK and then click Save.
Where to find more information
The following topics in the online help have been added or updated with information and instructions for using this feature:
