Passer au contenu principal


Adaptive Insights French

Define Report Labels

Explains how to add, update, or remove a label in OfficeConnect reports.

You can set up labels to update 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 update your labels at the same time.

If needed, you can also add static text in the label expression. For example, 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 types values become available in the label definitions.  See the table for examples:

Add This Element And This Label Becomes Available With This Label Type Value
Level Level  {Level Name} {Level Short Name}
Version Version {Version Name}
Custom Dimension <Dimension> (for example, Customer or Product) {Dimension Name} {Dimension Short Name}
Currencies Currency {Currency Code}, {Currency Name}

See Report Label Types and Values.

Add a Label

To define a Adaptive Planning label:

  1. 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. 
  2. From the OfficeConnect tab, select Labels.
  3. 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.
  4. In Label type values, select the label value. Use the Shift or Ctrl key to select many values. For example, if you want a label to be the Book Name followed by the Book Description, or you want to show the Refresh Date followed by the Refresh Time.
  5. Select Add Expression.
    The selected value appears in Label expression.
  6. In Label expression, type any static text you want to show before or after the selected dynamic values. Select OK.
    The Label Definitions dialog box is saved and dismissed.
  7. 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.

Note: 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.

Modify a Label

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

  1. Select the row, column, or cell that contains the label.
  2. From the Reporting pane, select the Review tab. Under Elements, the Label metadata appears with its value.
  3. In the OfficeConnect tab, select Labels .
  4. Change the label definition and then click OK.
  5. Refresh the report to see the results of your changes.

Note: 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:

  1. Right-click the row, column, or cell that contains the label.
  2. Select OfficeConnectClear Design Elements.
  3. Refresh the report to confirm that the label is removed from the report.
  • Cet article vous a été utile ?