Use a Report Object Variable to Create a Data Reference
You can use report object variables to reference data in an Excel object and in a referenced object in CDM.
Use a Report Object Variable to Reference Data in an Excel Object
- Open the report that you want to work with.
- Open and check out the Excel object that you want to edit.
- Click the Section View Mode icon in the status bar.
- In the Excel object, enter the parameters to set up a source object variable (
##S). Set up the source variable in three columns:- In the first column, enter the ##S variable as an identifier.
- In the second column, enter the unique variable name for reference, for example, CashCrtYer.
- In the third column, enter the value for the variable, for example, 1,066,510.
Important: Ensure that the variable name is outside of the display range, that is, not contained inside the
##RSand##REvariables. - Save your changes in the Excel object.
- Click the Default View Mode icon in the status bar.
- Save your changes to the report and check in the Excel object.
You can now use the source object variable to import the value you applied to the variable into a worksheet in another Excel object, or into a Word or PowerPoint object.
Use a Report Object Variable to Reference Data in a Referenced Object
If a report contains a destination variable (##D) with no corresponding source variable (##S), CDM searches for the source variable in all shared objects in the same report and other reports. If a reference object containing the source variable is found, the destination variable from the corresponding reference object can be refreshed. If the source variable cannot be found, then the destination variable is considered to be an orphan variable.
Important: If multiple reference objects exist that contain the same source variable, the first matching source variable, based on the date it was added, will be used for refreshing the destination variable. A source variable's value becomes locked if the reference object in which it is contained is locked. Subsequently, its corresponding destination variable is indirectly locked.
Important: To use a report object variable to reference data in a referenced object:
- Open the report that you want to work with.
- Open and check out the report object that you want to edit.
- Click the Section View Mode icon in the status bar.
- In the Excel object, enter the parameters to set up a source object variable (
##S). Set up the source variable in three columns:- In the first column, enter the ##S variable as an identifier.
- In the second column, enter the unique variable name for reference, for example, CashCrtYer.
- In the third column, enter the value for the variable, for example, 1,066,510.
Important: Ensure that the variable name is outside of the display range, that is, not contained inside the
##RSand##REvariables. - Save your changes in the source Excel object.
- Click the Default View Mode icon in the status bar.
- Save your changes to the report and check in the Excel object.
You can now use the source object variable to import the value you applied to the variable into a worksheet in another Excel object, or into a Word or PowerPoint object.