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Applying an Amount Context

You can use a context query item to specify an amount context to financial data. Examples include beginning balance, and year-to-date (YTD). Applying a context query can help you see these types of contextual values on your income statements, balance sheets, and other reports.

Add a Context

To add a context to your report:

  1. Open the OfficeConnect report to which you’ve already applied accounts and time queries.
  2. Select the columns or rows to which you want to add an amount context.
    If you want the context to apply to the entire report, select all columns.
  3. Click the Query tab and click the Contexts button.
    The Contexts pane appears.
  4. Click the context you want and drag it to the selected columns or rows in the grid.
    Or, on the Query pane toolbar, click the Apply To Selected Cell(s) button.
  5. Click Refresh from the OfficeConnect tab > Design group,.
    Your report data is updated to reflect the addition of the context query.

    Reporting pane, Query tab showing an Amount Context
  6. If you want to review the context metadata on a column, select the column. From the Reporting pane, click the Review tab.

    Reporting pane, Review tab showing an Amount context

The context appears in the Review pane as Context = Duration, Context = Beginning Balance, or Context = YTD.
You can apply an Adaptive label available to contexts in the Gird or from Review pane.

Remove a Context

If you want to append, replace, or delete a context query, you can use many of the same techniques described in Adding, Changing, or Removing a Query.

Another method for removing a context is to use the Calendar Assistant.

To remove a context using the Calendar Assistant:

  1. Select the row, column, or cell that contains the context query you want to delete.
  2. Click Toolbox from the OfficeConnect tab > Design group. Click Calendars.
    The Calendar Assistant dialog box appears. The applied context appears in the Amount Context column.

    Remove a Context Using the Calendar Assistant
  3. Click the X in the row containing the context you want to remove.
    The context row is deleted.

  4. Click OK.

  5. Click Refresh from the OfficeConnect tab > Design group, .

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