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Change Cell in Report Mode

Jet Reports Historic Posts

June 19, 2012 14:10

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Hello-

We have a forecast tool that we created which produces an income statement by-month with actual values for the months past (currently have January - May actual values), and budget values for June - December. We want the user to be able to use the output spreadsheet and update the June-December columns with their forecast data (which will vary from the budget). Each month, I will replace the forecast values with a new Jet formula for Actual values.

The issue I am having is that once I put the report back into Design mode to add the next month of actuals, we lose all of the data that was entered for the forecast values.

Is there a way to make sure those cells do not change when I put the report back into Design mode?

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5 comments

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  Jet Reports Historic Posts June 20, 2012 14:56

  Hi,
  
  It sounds like you are looking for the Jet User Data feature. It can be slightly tricky to set up, but I believe it does exactly what you are looking for. You can see an example in the Jet Reports online help (http://help.jetreports.com) if you go to the Jet User Interface -> User Data section. Does that help?
  
  Regards,
  Hughes

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  Jet Reports Historic Posts June 20, 2012 16:51

  Thanks, Hughes.
  
  This sounds like what I am looking for, but I'm not sure how the data keys would work. My entire report is basically GL() Functions. Would this still work?

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  Jet Reports Historic Posts June 20, 2012 17:04

  My worksheet has months across the top, and GL accounts down the side. The data will be either "Balance" of the GL if the month is in the past, or the user-entered data if the month is current or in the future.

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  Jet Reports Historic Posts June 20, 2012 22:32

  Yes it's definitely possible with a setup like this. Do you just have one column of user data or are there multiple columns of user data?
  
  Regards,
  Hughes

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  Jet Reports Historic Posts June 22, 2012 14:43

  I have a report that has multiple columns that needs user data input. Each column has the same GL formula (just pulling for different dates). When I try to add the "data" tag in row 1 to more than one column it gives me a "Multiple user data cells share the same key. All keys must be unique…" Is there a trick for multiple columns (it worked for a single column)?