In Assette, Outputs are defined within the Developer Center using Data Objects. Each Data Object comprises columns that represent specific data points. To enhance report flexibility and clarity, Assette allows the inclusion of dynamic variables in column headings. This feature enables headings to reflect real-time data such as selected currencies or dates, ensuring that reports are both accurate and contextually relevant.
This article provides a step-by-step approach to configuring dynamic column headings, specifically focusing on incorporating the Dynamic Fields “Currency Code” and “As of Date” as variables.
Setting Up Dynamic Column Headings #
Step 1: Access the Data Object #
- Navigate to the Developer Tools.
- Select the relevant Data Object associated with your report.
Step 2: Define or Edit a Column #
- Within the Data Object, go to the Columns section.
- Click on Add Column or select an existing column to edit.
Step 3: Configure the Column Header #
- In the column settings, locate the Column Header Name field.
- Select Dynamic Text option to create a column header into which we can insert variables.
Step 4: Insert Dynamic Variables #
- Click on Insert Variable adjacent to the header field.
- From the list of available variables, select:
- CurrencyCode: Represents the currency selected during report generation.
- AsofDate: Reflects the date parameter chosen by the user.
Example Header Configuration:
In this setup:
{{Currency}}dynamically displays the selected currency (e.g., USD, EUR).{{AsOfDate}}dynamically shows the formatted date (e.g., March 31, 2025).
Behavior During Report Generation #
When a user generates a report:
- The system replaces the placeholders in the column headers with the actual values selected.
- For instance, if a user selects “EUR” as the currency and “March 31, 2025” as the date, the column header will display:
Net Asset Value (EUR as of March 31, 2025)
This dynamic adjustment ensures that the report headings are always aligned with the user’s selections, enhancing clarity and reducing potential confusion.