Steps: Add Report Labels

You can set up labels to change automatically to reflect changes in your report. These labels save you time when you use relative calendars or other components that can change in your report. With labels set up, if you change any report variable, you can just refresh the data and change your labels at the same time.

If needed, you can also add static text in the label expression.

Example: You can add a label to display the report creation date. Select a cell where you want to display this label and then If you're setting up a label to show the report date, enter Report Date
before the value to provide context.

When you add, change, or remove elements from your report, any associated labels also change or remove once you refresh the report.

Label Types

When you add an element to your report, the associated label type and label type values become available in the label definitions as shown. To add a label that displays an attribute name, first add the attribute to the report. Labels display values only for valid intersections.

Add This Element	And This Label Becomes Available	With This Label Type Value
Account	Account	{Account Code} {Account Contra Indicator} {Account Display Name}
Time	Time	{Time Display Name}
Level	Level	{Level Code} {Level Display Name} {Level Name} {Level Short Name}
Version	Version	{Version Display Name}
Custom Dimension	<Dimension> Example: Customer or Product	{Dimension Code} {Dimension Display Name} {Dimension Name} {Dimension Short Name}
Currencies	Currency	{Currency Code} {Currency Display Name}

See Report Label Types and Values
.

Add a Label

To define a

Adaptive Planning

label:

Select a row, column, cell, or select many cells to which to add a label. A label applied to a row only affects columns with applied elements.

From the
OfficeConnect

tab, select Labels
.

In Label types
, select the type of label to add to your report. The values for the selected label type appear under Label types values
.

Example: To display the report creation date as a label, select

System Variable

In Label type values
, select the label value. Use the Shift or Ctrl key to select many values. Example: To display the report creation date in the long format, select

{Report Date (Long)}

Select Add Expression
. The selected value appears in Label expression.

In Label expression
, enter any static text you want to show before or after the selected dynamic values. Example: Before the

{Report Date (Long)}

expression, enter the text Report Creation Date:
.

Select OK
. The Label Definitions dialog box is saved and dismissed.

If the report doesn't show your newly defined label yet, select
Refresh
.

OfficeConnect

refreshes your report and the label appears in the report as defined. Example: The report displays the label: Report Creation Date: December 31, 2023
.

If a label does not appear or update when you refresh the report, select the affected cells, right-click the selection. Select Clear Contents
from the shortcut menu. Refresh the report and the label should appear.

Change a Label

You can review label metadata in the Reporting pane and change it as needed.

Select the row, column, or cell that contains the label.

From the Reporting
pane, select the Review
tab. Under Elements
, the Label metadata appears with its value.

In the

OfficeConnect

tab, select Labels
.

Change the label definition and then click OK
.

Refresh the report to see the results of your changes.

You can highlight the

Adaptive Planning

cells and labels throughout your report. Click Linked Cells
from the Show
group in the

OfficeConnect

tab. See Highlight Cells with

Adaptive Planning

Data.

Remove a Label

If you no longer need a label, pressing Delete
or clicking Clear Contents
does not delete the label permanently from the report. The next time you refresh the report, the label returns.

To permanently remove a label from a report:

Right-click the row, column, or cell that contains the label.

Select
OfficeConnect

> Clear Design Elements
.

Refresh the report to confirm that the label is removed from the report.