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Define Selectors

A selector is a feature that enables you to select a filter value via a drop-down list; it can be used instead of standard filter selection to create a column in your inquiry. Selectors contain a list of available values which map directly to another item.

Selectors can be used in reports designed for Viewer users. They provide a means of limiting inquiry settings and providing security. This can be done through the use of Fixed Value type selectors, where users are limited to choosing from the available values in the selector.

Once a selector is added to Viewer Filter Layout, Viewer users will only have the ability to change the filter value by the provided Selector control box. Additionally they will be limited to the values chosen within the Fixed Value type selector.


Note: If the selector is a RIO object and RIO Options are set such that the current value is subscribed to RIO, the Viewer user will be presented with the following dialog when trying to change the current value:

The two options are:

  1. Cancel the changes: Do not change the current value in the inquiry.
  2. Unsubscribe the object from the Reusable Inquiry Objects and update this inquiry’s version only: Change the current value in the inquiry and unsubscribe the selector from RIO, meaning other reports subscribed to the selector will not reflect any change.

Change a selector value

To change a selector value:

  1. From the Home menu in the Filters group, click Choose Selectors.
  2. If the RIO Options for the selector have been set so that users are able to change the current value in the selector, you will see a drop-down menu to the right of the selector where they can choose a current value.
  3. If the RIO Options for the selector have been set so that users are not able to change the current value in the selector, you will see the value of the selector but not be able to change it.

In the below example, the PDSELECTOR is set so that you can change the current value, however BUSELECTOR is set so that you cannot change the current value.

If the selector is a separate filter in the inquiry, the same principle applies; if RIO Options are set to only subscribe the available values of the selector, the Viewer user can change the current value of the selector:


However, if the inquiry designer has set RIO Options so that both available values and the current value are subscribed to RIO, the Viewer user is prompted to cancel the changes or unsubscribe the selector from RIO and update that inquiry only.

Visualizations

The visualizations functionality is a great way of extending your Hubble user experience in terms of viewing analytics that draw out data that is both useful and easy to understand.

There are two forms of visualizations: charts and metrics.

Visualizations Display

From the Home menu, in the Display group, click Show Visualizations. Here you can toggle between these options:

  1. Show data only
  2. Show data and visualizations
  3. Show visualizations only

Currency Restatement

The Currency Restatement Module for JD Edwards system users provides currency conversion of period balances. This functionality allows multiple companies with different base currencies to be reconciled into one restatement currency.

This functionality is available for the following templates:

  • General Ledger Balances
  • Job Cost Balances
  • Advanced Cost Accounting Balances

In order to use the Currency Restatement functionality, you must be assigned a license for the Currency Restatement Module. Additionally, your Hubble Administrator needs to configure the optional F1113 table in your profile in the Administrator Application.

Access to Currency Restatement Periods

Viewer users have access to Currency Restatement periods if those periods have already been saved in the period filter by the inquiry creator. It is not necessary to have a separate Currency Restatement license assigned to the Viewer user.

Using Restatement Periods

Currency Restatement is performed by simply selecting restatement periods in your inquiry and then running it.

Restated period values are selected in the Period Filter and can be typed into the filter manually or chosen from the Period Assist.

In the Period Assist, the restated periods appear on the Restatement tab. Not only can you use standard restated periods such as Restatement Period 1, Restatement Period 2, etc., but you can also use Restated Quarters, Cumulative Periods, ITD Periods, and Year to Periods, etc.


In the below example, Restatement Period One has being added to the report. The Restatement Period values are calculated every time the report is run.


Selecting a Restatement Period which is Aggregated Using Multiple Periods

When you use a period such as RYT (Year to Restatement Period) and RCE (Cumulative Restatement), Hubble converts the amount based on the latest exchange found in the range. So for example, RCE3 will use the rate for period 3. This means that RCE3 is not necessarily equal to R1 + R2 + R3, but instead is (P1+ P2 + P3) * Rate3.

Viewing the Underlying Exchange Rate

Once you have run the report, you can see the underlying exchange rate being used. To do this, go to the Restatement menu, and in the Restatement group, click on Exchange Rates.

You will see the two currencies being used for conversion of the object accounts, the associated date and the two exchange rates.

Note: If conflicting exchange rate data occurs, Hubble will use the most recent value to make the calculations.

In the Restatement Exchange Rates dialog, two different rates are listed, the Balance Sheet Rate and the Income Statement Rate. (In Administrator, the balance sheet account range is designated by profile.) The reason there are two rates is that year to date amounts are calculated differently for the two types of accounts:

  • For P&L accounts, a restated year to date calculation is each month’s restated value added together.
  • For Balance Sheet accounts, a restated year to date calculation is the YTD AA balance multiplied by the YTD-Period exchange rate.
Viewing the Exchange Rates when Exporting or Printing

You can include the exchange rate information on the cover page of a PDF, Microsoft Excel export, or Microsoft Word export. This is set in Cover Page tab of Print Options (PDF), Excel Options (Microsoft Excel), and Word Options (Microsoft Word).