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Index
Version 21.1
Version 20.3 Version 20.4
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Split Text
Combine Text
Last Refreshed By
Last Refreshed Time
Snapshot
Common Options
Shared Templates Drive
Drive Types
Dropbox
Edit a File
File Server
Oracle Cloud Connector Database
Navigator
Open a File
Create a File
Delete a File
System Administrator Options
System Administrator User Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
Discover Period Names
Discover Segment Properties
Expand and Explode
Expand Segment Value Hierarchy
Explode Segment Values
Explode Segment Value Hierarchy
Expand Segment Values
Discover Segment Values
Discover Level
List of Values – Create
Next Segment Value
Get Balance
Multiple Ledgers
Get Balance Options
Period Offset
Functional Currency
Period Name
Segment Start Date
Enabled Flag
Parent Flag
Segment Tree
Account Type
Financial Category
Segment End Date
Ledger Set
Segment Description
Ledger Name
Previous Segment Value
Period End Date
Period Start Date
Period Name by Date
Analyze Balances
Drill to Journal or Subledger
Drill Criteria Sheets
Drill Criteria – Journal Extract
Drill Criteria – Balance
Drill Using a Saved Template
Edit Template Layout
Save Template Layout
Manage Templates
GL Wand User Options
Other Tools
Hide Zeros
Advanced Options
Email
Drilldowns
Parameters
Source Report
Named Ranges
Execution
Load and Validation
Running the Scheduler
Create Schedule
SMTP Email Settings

Edit RDM Template

Edit Distribution Lines

After the RDM template is generated you can change or set new criteria for an existing distribution line. Changes can be made directly in the template or by selecting a distribution line and clicking on the template edit icon . Alternatively double-click an existing distribution line to edit the line using the Template Wizard. The RDM Template contains dropdown selections and LOVs that can be used to modify or add certain criteria directly in Excel. If a parameter uses a single-cell named range that includes an Wands LOV, the LOV will be available in the RDM Template.

Add New Distribution Lines

Additional distributions can be added to an existing RDM template by clicking on the template create icon . The additional report will be added to the next available row in the current active RDM template. Alternatively, you can double-click on a blank Excel cell under the Source Report heading within an RDM template to initiate the RDM Template Wizard. Excel formulas and cell references can be added to the RDM Template for customization of parameter values, email subject lines or messages, or Merge File Names.

Additional RDM Template worksheets can be added to the RDM Template workbook to organize your reporting distribution.

If cell references are used as parameter values within a RDM Template, they will be valued out if you edit a RDM Template using the RDM Template Wizard. This only applies to the row you have selected to edit using the RDM Template Wizard.

The RDM template is a normal Excel workbook, however, the structure must not be changed to ensure the integrity of the template. You can set and change criteria and add additional lines. Any other changes will corrupt the template.