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Creating Drop-down Lists on Forms

Within Kepion Modeler, we can create model combinations that will allow us to use drop-down list selections within form cells. There are three main types of model combinations: List, Hierarchy, and Calendar. Hierarchy is the most common used. It can be configured with the members from an existing Member … Read More

Data Formatting

There are a few options to format data in Kepion. Take a look the overview and see which one works best for your scenario. We will discuss each one in this article. Formatting Option Description Scope Application Settings Define the default display format for currency symbol, zeros, and negative … Read More

Currency Exchange Setup

In many situations for multinational firms, it is necessary provide a method for converting foreign currencies into a single reporting currency based upon exchange rate information for financial report. We will discuss methods on how to configure Kepion to handle these currency exchange conversions. Step 1. Create a model … Read More

Using Application Variables

Application variables are useful for defining global string variables that can be used in forms and rules. The variable value can be updated in a single place with the impact across the application. Creating an Application Variable Here we can add application variables directly through UI. Select Variable under … Read More

Using Excel PivotTable for Data Analysis

When OLAP cube models are created and deployed in the Kepion modeler, they are accessible through the Excel PivotTable for analysis.  In this article, we will walk-through the steps of accessing existing cubes created in the CPG Sample Application (available through Kepion support downloads). Below is a view of … Read More