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Version 5.0
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New Release Notification
Company Code Selection
User Profile
Excel Not Ready Error
Add-In Load Error
Multiple Instances
License Key Errors
Snapshot
Shared Templates Drive
Drive Types
File Server
SAP Database
Dropbox
Navigator
Create a File
Delete a File
Edit a File
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Common Options
Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
System Administrator Options
System Administrator Licence Key
System Administrator User Permissions
System Administrator User Options
System Administrator Server Information
System Administrator Delimiter Options
System Administrator Configuration Options
Expand and Explode Level
Discover FICO Object Values
Expand and Explode
Expand FICO Object Values
Explode FICO Object Values
Explode FICO Object Value Hierarchy
Expand FICO Object Value Hierarchy
List of Values – Create
Previous FICO Object
Next FICO Object
Get Balance
Get CCA Balance
Get New GL Balance
Get Classic GL Balance
Get PCA Balance
Company Code Name
Alternative GL Account
FICO Object Description
Drill Criteria Sheets
Drill Criteria – Classic GL Balance
Drill Criteria – New GL Balance
Drill Criteria – PCA Balance
Drill Criteria – CCA Balance
Drill Using a Saved Template
Drill to Document
Drill to Line Item
Template Layout
Save Template Layout
Manage Templates
Other Tools
Hide Zeros
Clean Template
Configuration Sheet
GL Wand User Options
Load CCA
Create Schedule
Running the Scheduler
SMTP Email Settings
Source Report
Named Ranges
Parameters
Drilldowns
Email
Advanced Options
Load and Validation
Execution

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 to cells 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.

Legacy RDM Templates

Templates created with versions of RDM prior to release 5.0 cannot be edited using the RDM Template Wizard. To take advantage of new features, recreate your legacy template using the RDM Template Wizard.

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.