OfficeConnect Ad Hoc Analysis

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2m 8s

We now provide this new option that you can use to filter out blank rows from expansions:

Exclude rows with no data

. This enables users to focus on the data that they care about and also makes large expansions possible for larger models.

If you expand any new parent elements, OfficeConnect automatically selects the new option in the Expand dialog. You can unselect the option to display rows with no data. When you save a workbook, we persist the selection status of the new option for all expansions.

See Steps: Explore Reports Using Ad Hoc Analysis.

You can now configure these as defaults for new elements that you expand from your user settings:

Expand row above or below.
Expand columns left or right.
Exclude uncategorized elements when expanding.
Exclude eliminations elements when expanding (available only for Financials data source).

Also, we enable you to change those settings later without having to collapse and re-expand, saving you time.

See Reference: User Settings Fields.

We now provide this new user setting:

Always prompt for expand options

. When you enable the new user setting, we always display the Expand dialog with its settings if you expand a single parent element.

See: Reference: User Settings Fields.

We now add a new

Modify Expansion

option that enables you to update existing expansions without recreating them. We add the new option in the:

Expand group of options in the OfficeConnect tab.
Expand options in the OfficeConnect context menu.

When you click

Expand

again for an existing expansion, it persists the settings from when you last modified the expansion.

We now enable you to apply the row or column currency to the descendant rows or columns when you expand. This enables you to report with rollups that add up using the same currency.

We only enable you to use the

Apply the Row/Column Currency to Descendants

option in the Expand dialog when:

The workbook uses Level or Corporate currency.
You apply a Level or Company element on the row or column.
You don't select this option:
Exclude rows with no data
.

See Steps: Explore Reports Using Ad Hoc Analysis.

We now provide a cartesian of expanded element types, rather than of entities. When you expand a row with multiple parents, this ensures more concise results and provides a more intuitive experience when you view rollups.

Example: You expand a row with an Assets parent and a Liabilities parent. Both parents have the element type of Accounts. The resulting expansion now produces a flat list of the children under Assets and the children under Liabilities. We no longer display a cross-entity list of each Assets child and each Liabilities child.

See Example: Expand Report Elements for Ad Hoc Analysis.