Applying Library Indicators

This guide explains how to apply indicators from the library to your financial reports and what happens during the application process.

Overview

Applying a library indicator means:

• Copying the library configuration to your indicator
• Creating filter records from library filters
• Setting up the indicator with pre-defined settings

Methods of Application

Method 1: From Indicator Card

The most common way to apply library indicators:

1. Open your Row Definition
2. Select a line with Totaling Type = Indicator
3. Open the Define Indicator page (lookup on Totaling, or assist-edit on Indicator Defined)
4. Click the Select from library action
5. Browse the library entries on the Select Indicator from Library page
6. Select the desired entry
7. Click OK

Method 2: During Field Selection

The app can suggest a library entry while you configure manually, when the Method is Sum and the field you pick is a FlowField:

1. On the Define Indicator page, set Method = Sum and click assist-edit on Field Name
2. Select a FlowField (for example Customer → Balance (LCY))
3. If a library entry with the same table name and field name exists, you'll see:

"We have a SumField in the Indicator library for this field, do you want to use that instead?"

1. Click Yes to apply the library configuration
2. Click No to continue manual configuration

No prompt appears for other methods or for normal (non-FlowField) fields.

What Gets Applied

When you apply a library indicator:

Configuration Applied

Setting	Source	Result
Table	Library's Sum Field Table	Resolved by table name or caption in the current environment; the table number and caption are set on the indicator
Field	Library's Sum Field Name	Resolved by field name or caption in that table; the field number and caption are set on the indicator

The numbers stored in the library are not used; if the table or field cannot be resolved by name, nothing is applied.

Filters Applied

For each library filter:

1. Existing indicator filters are deleted
2. New filters are created based on library filters:
   • Field is matched by name in the target table (unmatched fields are skipped)
   • Filter Type is copied directly
   • Filter value is copied directly into the Filter column; the Date Formula stays blank
   • A Static filter with a blank value removes the filter on that field (it does not filter for blank)

Not Changed

• Method: Remains as previously set (you should set to Sum for SumField types)
• Test settings: Preserved from previous configuration

Step-by-Step Example

Scenario

Applying a "Customer Balance" library indicator:

Library Entry

ID: Customer.Balance (LCY)
Name: Balance (LCY)
Sum Field Table: Customer
Sum Field Name: Balance (LCY)
Sum Field Table No.: 18
Sum Field Field No.: 59

Library Filters

Filter 1:
  ID: Customer.Balance (LCY)
  Field: Blocked
  Type: Static
  Value: ' ' (a single space filters for non-blocked customers; an empty value would remove the filter)

Before Application

Indicator Card:
  Method: Sum
  Table: (empty)
  Field: (empty)
  Filters: (none)

After Application

Indicator Card:
  Method: Sum (unchanged)
  Table: Customer
  Field: Balance (LCY)
  Filters:
    - Field: Blocked
    - Filter Type: Static
    - Filter: ' '

Customizing After Application

Adding More Filters

After applying a library indicator:

1. You can add additional filters
2. Navigate to the Filters section
3. Add new filter records

Modifying Applied Filters

Applied filters can be changed:

1. Open the filter record
2. Modify the value or type
3. Changes apply to this indicator only

Changing the Method

If the library indicator doesn't match your need:

1. Change the Method field
2. Library entries are designed for Sum, but you can use others

Selection Dialog

Library Selection Page

When you click "Select from library", the Select Indicator from Library page shows:

Column	Description
Name	Table name and entry name, shown as Table Name->Name (for example Customer->Balance (LCY))
Table	Table containing the field to sum
Field	Name of the field to sum

The page has a Filters action that opens the read-only Filters on Indicator page for the selected entry. If the library is empty when the page opens, it asks whether to download the preset indicators from GitHub.

Selecting an Entry

1. Use filters or search to find entries
2. Click on the desired entry
3. Click OK or press Enter
4. The indicator is configured

Canceling

Click Cancel or press Escape to cancel without applying.

Best Practices

Before Applying

1. Review the library entry: Ensure it matches your need
2. Check the filters: View the library filters that will be applied
3. Set the Method: Ensure Method is set appropriately (usually Sum)

After Applying

1. Review applied filters: Verify they make sense for your use case
2. Test the indicator: Use the Test feature to verify results
3. Add custom filters: Supplement with additional filters if needed

When to Customize vs. Use Library

Use Library As-Is When:

• The library indicator matches your exact need
• Standard filtering is sufficient
• You want consistency with other users

Customize After Applying When:

• You need additional filters
• Date filtering needs adjustment
• Dimension filtering should be added

Troubleshooting

"Field Not Found" During Application

Cause: The table or field name in the library matches neither the name nor the caption in your environment.

Solutions:

• Verify the table exists in your environment
• Check if field names are localized differently
• Apply manually instead

Filters Not Created

Cause: Field names in library filters don't match target table fields.

Solutions:

• Check field name spelling in library filters
• Verify the target table structure
• Add filters manually after applying

Wrong Results After Application

Causes:

• Library filters don't fit your use case
• Method is set incorrectly
• Table/field doesn't contain expected data

Solutions:

• Review and modify applied filters
• Change the Method if needed
• Verify data exists in the source table

No Library Entries Available

Cause: Library hasn't been imported.

Solution:

1. Open Indicator Library
2. Click Import
3. Wait for import to complete
4. Try again

Library Indicator vs. Manual Configuration

Aspect	Library	Manual
Setup Time	Seconds	Minutes
Customization	After application	Full control
Consistency	Standardized	Variable
Learning Curve	Low	Higher

Recommendation

Start with library indicators when available, then customize as needed. This provides a solid foundation while allowing flexibility.

Related Topics

• Library Overview
• Library Entries
• Library Filters
• Indicator Card