Settings Specific to Data Regions

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The settings specific to the Data Region are as follows.

(1) Data Region Processing Conditions

Item Required Description

Participant Specified Cell

The cell address that holds the label of the Participant used for determining access rights when accessing fusion_place data.

Edition Specified Cell

The cell address that holds the "Ledger Edition Key" that specifies the ledger edition to be accessed. The two representative ledger edition keys are as follows:

PUBLIC

Public Edition

WORKSPACE

Workspace Edition

For details on ledger edition keys, please refer to "Ledger Data Edition Management."

Ledger

Specifies the ledger (label) from which to retrieve or reflect data.

Processing Type

Specifies whether this data region is to be included in reflection processing.

Retrieve Only

Include in retrieval processing, but not in reflection processing

Retrieve and Reflect

Include this data region in both retrieval and reflection processing

Reflect Only

Include in reflection processing, but not in retrieval processing. No retrieval of data after reflection processing.

Auto Toggle Lock Attributes of Cells

-

Specifies whether to automatically toggle the lock attributes of cells during retrieval/reflection processing, depending on whether the ledger cells are editable (ON / OFF).

Also, the cell color will be toggled accordingly when the lock attributes are changed. For details, please refer to "Toggling Cell Locking and Cell Colors."

Lock Color Specified Cell

-

Specifies the cell with the color to be applied to locked cells. If no lock color specified cell is set, the lock color will be light blue.

⚠ To cancel a lock color specified cell after setting it, click the button labeled + X to the right of the specification field.

Display Unit Cell

The cell address that holds the display unit for amounts/numbers. The display unit is specified as "Excel Sheet Unit ÷ Ledger Unit". For example, if data is held in yen units in the ledger and you want to display/input the data in thousand yen units on the Excel sheet, set "1000" in the display unit cell.

Significant Decimal Places

-

Specifies how many decimal places are displayed as significant digits. Up to 12 digits can be specified.

During retrieval, the amount/number in the ledger is first divided by the display unit, and then the digits beyond the significant decimal places are rounded.
During reflection, the value is calculated by rounding the digits beyond the significant decimal places of the sheet cell value, and then multiplying by the display unit.

Note that the precision of numerical data in the ledger is up to the 4th decimal place, so when writing data to the ledger, the result of the above calculation will be rounded at the 5th decimal place, and up to the 4th decimal place will be written.

Rounding Method

-

Specifies how to round the fractions beyond the significant decimal places in the aforementioned display unit conversion process. Choose one of the following:
- Rounding
- Rounding Down
- Rounding Up

Sign Handling

-

Specifies the sign display method when retrieving amounts/numbers to the sheet. Choose from the following three:
- Display according to account attributes,
- Always display as Debit +,
- Always display as Credit

Check Data Type

-

If ON, an error message will be displayed when the value entered in each cell within the data region does not match the data type of the corresponding ledger cell during reflection processing.

If OFF, no error message will be displayed. In this case, if an invalid value is specified, the value of the target ledger cell will be initialized (zero for numeric cells, blank for other cells).

Convert Date Strings to Date

-

If ON, when retrieving a string value, it will be checked to see if it can be interpreted as a date, and if it can, it will be converted to a date and written to the cell. Introduced in version 4.3.2. In versions earlier than 4.3.1, this processing was performed when this setting was ON, so for compatibility, this setting will be ON for link regions set in versions earlier than 4.3.1 (can be changed manually).

Display Names of Enumerated and Boolean Values

-

If ON, the name is displayed instead of the value (label) for ledger cell values that are considered enumerated or boolean values according to the Ledger Cell Data Type. In reflection processing, the name is also accepted as the cell value, and the label is not accepted.

If OFF, the value itself (label) is displayed. In reflection processing, the label is accepted as the cell value, and the name is not accepted.

Do Not Involve in Data Presence Determination in Template Processing

-

(This item is only related to Template Processing.)

If ON, this link region can be excluded from the determination of data presence during template processing (i.e., regardless of other conditions, this link region will not be considered a Control Region).

Treat as Error if Unable to Reflect Due to Period Close

-

This setting is valid only when the processing type is "Reflect" or "Retrieve and Reflect."

If ON, an error message will be displayed if data cannot be written to the ledger under the following conditions during reflection:

  • The target ledger cell is non-writable because the target scenario/fiscal year is closed (conversely, if the target scenario/fiscal year is opened, writing becomes possible).

  • The target cell on the sheet is not "locked," or even if it is locked, a formula is set for the target cell (if these conditions are met, the cell is considered to be used for writing data to the ledger and is subject to reflection. If the cell is locked and no formula is set, it is not subject to reflection).

(2) Key Assignment

Key assignment refers to the mapping information between dimensions and the key specified cell and key specified column/row. In a data region, it is necessary to assign keys for the dimensions used in the specified ledger.

For example, in the previously shown sheet example, the second link region (G15:H19) is a data region, and the key assignment for this region is represented in a table format as follows:

Dimension Key Specified Cell or
Key Specified Column/Row

Accounts/#ACCOUNT

Column B

Changes/#CHANGE

Column C

Fiscal Year/#FY

Cell C6

Relative Period/#PERIOD

Cell C7

Scenario/#SCENARIO

Cell C8

Views/#VIEW

Row 12

Product Department/SHOHIN

Cell C10

Store/TENPO

Cell C9

If rows or columns are inserted into the table, the registered key assignment details will be automatically adjusted.

⚠ To cancel a key assignment, click the button labeled X to the right of the "Specify Cell, Column, or Row" field in the "Link Region Settings" dialog box.