How to Use Keywords in Drillpoint Reporting

On your DrillPoint Reporting you can use keywords to dynamically link information into your report that comes from your Abila MIP database. 

Keywords are single words, or more commonly strings of words, that represent the content of an Excel file. Keywords are strategically intended to help your viewers to understand information with the Drillpoint Report.

. Keywords can be used in the following places:

• Column Description,

• Report Header\Footer

• FRO Header Row.

• The table below shows what keywords can be used in which area of your reports.

  • Keywords MUST contain the brackets < > at the beginning and end of the keyword. Keywords may also be used in cell range A1:A3.

• Keywords used in the FRO Header Row only apply when using the Report Refresh Option "Create One Worksheet per Segment Value."

• The following keywords: <SEGMENT_CODE>, <SEGMENT_TITLE>, when used in cells A1:A3 only apply when using the Report Refresh Option "Create One Worksheet per Segment Value."

• To enter the Report Header/Footer keywords, you will just enter the Keywords into the Excel Header/Footer.

  •  It can be accessed through “Insert” in the Ribbon, and then in the Text > Header & Footer button. Keywords entered in both that Header and Footer will be updated at Run Time.

    
     

FRO Header Row and Cells A1-A3

Column Title

Report Header\Footer

There are several options for learning More about Keywords witin Drillpoint – or any other module of Abila MIP Fund Accounting. 

1.     In Excel on the under the Drillpoint Tab Click on >Help>Contents and Index and type in “Keyword”

2.     Use Abila knowledgebase, KB.abila.com and search for article  number 12171

3.     Contact your Abila Business Partner regarding customized training and consulting services.
Your business partner is your best resource for custom designed training and consulting to suit the specific needs of your organization and staff.  If you do not have a relationship with a Certified Abila Software Business Partner, Abila MIP Professional Services department can assist.  What about advice for “best practices” and advice?  Your Abila Business Partner or Abila MIP Professional Services are the best source for tailored information specific to your organization. 

4.     Contact the Abila MIP Learning Services Department regarding training options.  Contact the Abila MIP Learning Services Department regarding training options.  Visit: Abila Training for information regarding classes and professional services offered by our staff.  You can choose different learning options, including Classroom, Real-time (web-based online) or Anytime (pre-recorded) training.  You may also contact our Training Department at 800-647-3863.

5.     Contact Customer Support at 800-945-3278 or log a support request online at  Abila Support. The Support Agreement specifically excludes training as a covered service, but our support analysts will be happy to answer any specific questions you may have about an error or problem with the software.  They can give you a brief overview of a module, but we encourage you to select Options 1-4 above for the module training you need.  The Customer Support Department is not designed to provide module or product training.