Skip to Content
Author's profile photo Marc Kuipers

Disclosure Management – create ER Named ranges

Introduction

 

Data in Microsoft Office Excel tables of data caches often has no unique identifiers. To transform data into context-related data with a unique ID, you define ER named ranges and assign a name starting with “ER_”

 

 

You can tag and save each value of a range. With the Tag Monitor, you can track the changes of specific report values and provide a concise overview of changes applied to those values. For example you can see how the total amount of liabilities has been modified over the time the annual report has been elaborated.

 

Procedure to create ER range

 

1. Table in Excel

 

Let’s assume you have a table like this

/wp-content/uploads/2016/03/dsm1_900933.jpg

 

 

 

2. Define the ranges

 

 

You need to have the following ranges

 

ER_KEYS_<tag>

ER_LABELS_<tag>

ER_VALUES_<tag>_<value_tag>

 

Note: the ER_VALUES can be repeated n times

 

You can create a range, by simply selecting the cells (e.g. A1..A5) and then entering the name in the Excel ‘name box’

 

/wp-content/uploads/2016/03/dsm25_900934.jpg

 

Note: you can also do this in Excel’s “Name Manager” (CTRL-F3)

In the end, you should end up with something like this :

 

/wp-content/uploads/2016/03/dsm2_901019.jpg

 

3. Validate your ER range

 

Select the option “List Ranges” from the DM ribbon. You should see the “Valid” message

/wp-content/uploads/2016/03/dsm3_901021.jpg

 

Note: a possible error could be that your keys are not unique

 

/wp-content/uploads/2016/03/dm_53_901024.jpg

 

 

4. Data linking the ER range

 

In the Data Link the named range will now appear with its <tag> name. In this example, Q4TABLE

Note also that the ER_KEYS values are not displayed, only the labels and values

/wp-content/uploads/2016/03/dsm4_900948.jpg

 

5. Monitor changes

In the Tag monitor you can now track the changes of the ER Named ranges

 

/wp-content/uploads/2016/03/dsm7_900949.jpg

 

 

Additional Information

 

For additional information, please refer to the DM User Guide

Assigned tags

      5 Comments
      You must be Logged on to comment or reply to a post.
      Author's profile photo Former Member
      Former Member

      Hi Marc,

      Thanks.....Very Good Info...

      After inserting crating ER range we can insert through Word Template or Excel temple in the word document.

      Please confirm..

      Regards

      Srikanth

      Author's profile photo Marc Kuipers
      Marc Kuipers
      Blog Post Author

      Thanks Srikanth

      The Excel template is not allowed on this Data Link

      /wp-content/uploads/2016/03/dm_err_905068.jpg

      I hope this clarifies your question.

      Best regards

      Marc

      Author's profile photo Former Member
      Former Member

      Hi Marc,

      Yes. Your concerns is correct.

      How i can do further steps.

      Regards

      Srikanth

      Author's profile photo Marc Kuipers
      Marc Kuipers
      Blog Post Author

      Hello Srikanth

      You can use the Word template and define your styles in BIP_WordTableDef

      Thanks

      Marc

      Author's profile photo Veera Prasad
      Veera Prasad

      Hi Marc,

      Please brief what is the advantage on ER name range instead of BIP name range  we can use.....?

      Regards

      Veera