Dynamic measure headers

To change the name of a measure, double-click on the measure header and rename it to a relevant name. Lumel EPM also offers capabilities to dynamically generate headers, which we will explore in this section.

i) Use predefined functions

Lumel EPM includes predefined functions that can be used to create dynamic headers. To view the list of available functions and to append to the header, double-click the header, press Space, then press Ctrl + space bar.

Predefined functions for headers

On selecting the 'Month' option, the month name is appended to the measure header.

Month name appended to header

Using Operators with predefined functions

We can also use operations such as + or - in conjunction with predefined functions. In the example below, we are using the + operator to access the next month.

Using operators with predefined functions

Using the + operator, the next month has been dynamically appended to the measure headers.

Operator is used in the header

Setting the fiscal period

The accounting period can be defined using the ‘Fiscal year start month’ option in the Misc tab under Appearance > Settings. The built-in FISCAL_QUARTER() function will return the quarter based on the defined start month.

Fiscal year start month setting

Notice how the fiscal quarter is set to Q1 in the measure header on choosing November as the fiscal year start month.

Fiscal quarter based on fiscal year start settings

ii) Reference grid value

We can also directly reference values from the grid in measure headers. To achieve this, double-click on the header to edit it and select the value to be referenced from the grid.

In the next section, we'll cover some basic actions such as selections and formatting using rails, toolbar customizations, keyboard shortcuts, and reset.