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 access authorization checks when accessing fusion_place data.

Edition Specified Cell

The cell address that holds the Ledger Edition Key specifying 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, refer to "Ledger Data Edition Management."

Ledger

Specifies the ledger (label) used as the source or destination for data retrieval or reflection.

Processing Type

Specifies whether this data region is included in reflection processing.

Retrieve Only

Included in retrieval processing but not in reflection processing

Retrieve and Reflect

Included in both retrieval and reflection processing

Reflect Only

Included in reflection processing but not in retrieval processing. No data retrieval is performed after reflection.

Auto Toggle Lock Attributes of Cells

-

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

When lock attributes are toggled, cell colors are also switched accordingly. For details, refer to "Toggling Cell Locking and Cell Colors."

Lock Color Specified Cell

-

Specifies the cell that defines the color applied to locked cells. If no lock color specified cell is set, the lock color defaults to 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 or numbers. The display unit is specified as "Excel Sheet Unit ÷ Ledger Unit". For example, if data is stored in the ledger in yen units and you want to display or 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 treated as significant digits. Up to 12 digits can be specified.

During retrieval, the amount or number in the ledger is first divided by the display unit, and then digits beyond the specified significant decimal places are rounded.
During reflection, digits beyond the specified significant decimal places are rounded based on the sheet cell value, and then the display unit is multiplied to calculate the value.

Note that the precision of numeric data in the ledger is up to the 4th decimal place. When writing data to the ledger, the result of the above calculation is rounded at the 5th decimal place, and values up to the 4th decimal place are written.

Rounding Method

-

Specifies how to process fractions beyond the significant decimal places in the above display unit conversion. Select one of the following:
・Round Half Up
・Round Down
・Round Up

Sign Handling

-

Specifies the sign display method when retrieving amounts or numbers to the sheet. Select one of the following three options:
・Display according to account attributes
・Always display as Debit () + ・Always display as Credit ()

Check Data Type

-

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

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

Convert Date Strings to Date

-

If ON, when retrieving a string value, the system determines whether the string can be interpreted as a date. If it can, the value is converted to a date and written to the cell. Introduced in version 4.3.2. In versions 4.3.1 and earlier, this processing was performed when this setting was ON. Therefore, to maintain compatibility, this setting is ON for link regions created in versions 4.3.1 and earlier (can be changed manually).

Display Names of Enumerated and Boolean Values

-

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

If OFF, the value itself (label) is displayed. During reflection processing, labels are accepted as cell values, and names are not accepted.

Do Not Involve in Data Presence Determination in Template Processing

-

(This item applies only to Template Processing.)

If ON, this link region is intentionally excluded from data presence determination during template processing. That is, regardless of other conditions, this link region is not treated as 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 is displayed during reflection if data cannot be written to the ledger under the following conditions:

  • The target ledger cell is non-writable because the target scenario or fiscal year is closed. Conversely, if the target scenario or 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 in the cell. If these conditions are met, the cell is regarded as being 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.

  • Reference Q&A: Unable to Reflect Data in Excel-Link

(2) Key Assignment

Key Assignment refers to the mapping between dimensions and the key specified cells and key specified columns or rows. In a Data Region, key assignment must be configured 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. The key assignment for this region is represented in the following table:

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

When rows or columns are inserted into the table, the registered key assignment settings are 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.