Understanding Remark Type Columns

Use Remark columns to add free-text notes to report cells. Each remark is linked to a specific row and column intersection and stores audit information such as the author and modification date.

In this article, we will cover:

Remark Column Behavior

Remark columns support the following functionality:

  • Remarks support a maximum length of 500 characters.

  • Remarks support one-line plain text only.

  • The system tracks the remark author and modification timestamp.

  • Remarks are stored separately from the report structure.

    Remark columns are available only in Reports. REMARK columns are not supported in Input Sheets.

Remark Scoping Modes

You can control how remarks behave when report filters change. The Link to slicers option determines whether remarks are shared across all filter selections or stored separately for each Entity, Time, and Scenario combination.

Per-Report Mode

Per-Report mode is the default behavior.

When Link to slicers is disabled:

  • Remarks are shared across all filter selections.

  • Changing Entity, Time, or Scenario does not change the remark.

  • Existing reports remain fully backward compatible.

Use this mode for general comments, such as:

  • Account deprecated

  • Reviewed by Finance

Slicer-Context Mode

When Link to slicers is enabled:

  • Remarks are stored separately for each Entity, Time, and Scenario combination.

  • Changing filters displays different remarks for each context.

Use this mode for context-specific comments, such as:

  • Q1 includes one-time adjustment.

  • Entity A restructuring impact.

Creating a Remark Column

  1. Open the Column Editor.

  2. Select Create.

  3. Select REMARK as the column type.

  4. Configure the caption and appearance settings.

  5. Select Save.

Enabling Link to slicers

  1. Open a report that contains a Remark column.

  2. Select the Columns tab.

  3. Select the Remark column, and then select Edit.

  4. In the Appearance section, locate the Link to slicers check box.

  5. Enable or disable Link to slicers as needed:

  6. Select Link to slicers to store remarks separately for each filter context.

  7. Clear Link to slicers to share remarks across all filter selections.

  8. Select Apply.

    The Link to slicers option is available only for Remark column types.

Switching Between Scoping Modes

If you change the Link to slicers setting on an existing Remark column, the system automatically converts existing remarks after you select Apply.

Switch from Per-Report Mode to Slicer-Context Mode

When you enable Link to slicers:

  • Existing remarks are linked to the current filter selection.

  • No data is lost.

Switch from Slicer-Context Mode to Per-Report Mode

When you disable Link to slicers:

  • Remarks from different filter combinations are merged.

  • If multiple remarks exist for the same cell, the system keeps the most recently modified remark.

Editing a Remark Column

You can configure the following settings for a Remark column:

Setting Description
Caption Defines the column header text.
Style Applies a global or custom style.
Visible Shows or hides the column.
Link to slicers Controls remark scoping behavior.

Hiding a Remark column does not delete its remarks.

Duplicating or Removing a Remark Column

Duplicate a Remark Column

Duplicating a Remark column creates a new empty column. Existing remarks are not copied.

Remove a Remark Column

Removing a Remark column permanently deletes all associated remarks after confirmation.

Adding a Remark

  1. Select a cell in the Remark column.

  2. Enter your text.

  3. Save the report.

Editing a Remark

  1. Select the remark cell.

  2. Modify the text.

  3. Save the report.

Deleting a Remark

  1. Select the remark cell.

  2. Clear the cell contents.

  3. Save the report.

Report Operations

Copying a Report

When you duplicate a report, the system copies all associated remarks.

Deleting a Report

Deleting a report removes all associated remarks.

Additional Information

  • Legacy remarks created before slicer-link functionality continue to work correctly.

  • Remarks remain backward compatible in both scoping modes.

  • Remark columns do not support rich text formatting or automatic text wrapping.

Troubleshooting

Auto-fit behavior may vary on macOS and Linux systems.

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