Build Dynamic Manual Tables and Charts in Disclosure Studio

There are three main activities to make manual tables and charts dynamic. Select an option below to navigate directly to it. 

• Reference Data in a Table or Chart
  • Report Variables
  • Cross Table Reference
• Import MDFM Data into a Table or Chart
  • Number Variables (Linked Numbers)
• Rollover Data Each Year
  • Rollover Rules

Reference Data in a Table or Chart

Report Variables

Report Variables (both text and images) can be referenced in a manual table’s cells or within the header and footers of the table itself. For charts, insert a report variable into a Chart title, subtitle or credits. These variables provide a centralized location to easily update recurring content or images within a table or chart year over year.

Use these to create a key of common images or icons, reference fiscal year or dates and other values that are static but may change year over year. 

Cross-Table Reference

With three key pieces of data, the Table ID, Sheet Name and Cell or Cell Range, report editors can reference data with a simple formula between manual tables or charts as needed to keep information up to date across the document. 

Use this feature to connect a manual table to a visual chart or connect fluctuating data between two sets of tables. 

Import MDFM Data into a Table

Number Variable (Linked Number)

Within a Chart or Table, reference a specific number from your MDFM financial models  using a Number variable. This can be added directly into cells of the table or reference data of a chart and provides a direct connection to the financial figure ensuring that if the data changes, the reference changes with it.

Tip: Apply standard spreadsheet formulas to the linked numbers imported from the MDFM.

Rollover Data Each Year

Rollover Rules

Save time and reduce manual re-entry year over year by carrying hardcoded values in a chart or table forward with Rollover Rules. This reduces the need to rebuild a table and just add in the next year's data.