Budget_Summary -- 10 sec

[FrederickGiroux]

When i try to run it with the Excel add in it says that its not a report template

[zgrose]

This should be resolved in a more recent add-in.

[FrederickGiroux]

Formating for rows to correct.

[AVHuntley]

Try again now. I wonder if the special format type wasn't being applied to leaves yet.

[FrederickGiroux]

Still some row grouping formating discrepanties

[FrederickGiroux]

[AVHuntley]

I think the problem is that the dim tables don't have the exact same hierarchy. I'm not sure when/how these got out of sync, but it may be worth reiterating that any changes made to the dimension in Prod - renaming or reorganizing members - will not automatically happen in Dev. The same change either needs to be made there or we need to just wait until we do the next major data refresh, when we copy all the tables over again.

For testing purposes, I'll change the parent of these two members to match prod. If there are other similar issues, I suggest ignoring them for now until the next major data refresh.

[AVHuntley]

Oh also - on this template, it looks like the year dimension in the column headers has been hard-coded. They are not selectables, and they differ in prod and dev. So, again, the prod template likely was updated since it was last migrated. This may cause the retrieved data to differ.

[FrederickGiroux]

Only the workbook name to match. Everything else is ok

[AVHuntley]

The wookbook name seems to differ only in the year that's been hard-coded onto the sheet. If you'd like to change this, you can alter the named range "WorkbookName", which is cell C3 on the maintenance sheet.

It might be that whoever updated the Year dim members on the first sheet also updated this name when it was last changed on prod.

[afs1jes]

updated WorkbookName, Added Selection for Year Updated year references if all columns, column display headers and report headers (there could still be a mis-reference in the "vs XX" labels on row 10)