Library Entries

The Indicator Library is populated by import only. Library entries and their filters cannot be created, edited or deleted in the Business Central user interface. This guide explains where the entries come from, what they contain, and how to work with them.

How the Library Is Populated

Import from GitHub

The only way to fill the library is the Import action on the Indicator Library page:

Search for Indicator Library
Click Import
All existing entries and filters are deleted
The standard indicators are downloaded from the GitHub repository hougaard/AdvancedFinancialReportingIndicators and inserted

The Select Indicator from Library page (opened from Select from library on the Define Indicator page) offers to run the same download when the library is empty.

Read-Only Pages

Both the Indicator Library page and the Filters on Indicator page are read-only lists:

There is no New action and no card page
Fields cannot be edited in place
Entries and filters cannot be deleted

Custom Entries

Company-specific indicators are configured directly on the row definition line (see Indicator Card). Rows that were configured from the library keep their own copy of the table, field and filters, so they are not affected by later imports.

Writing custom records into the library tables would require a configuration package or an API; such records are wiped by the next Import, so they are not recommended.

Library Entry Fields

Each entry describes one reusable indicator:

Field	Description	Example
ID	Unique identifier, built by the import as `<TableName>.<Name>`	`Customer.Balance (LCY)`
Name	Descriptive name, normally the field name	`Balance (LCY)`
Type	Currently always SumField	`SumField`
TableNo	Related table number	`18`
Table Name	Related table name	`Customer`
Sum Field Table	Table containing the field to sum (stored as the table caption)	`Customer`
Sum Field Name	Field to sum (stored as the field caption)	`Balance (LCY)`
Sum Field Table No.	Table number resolved during import	`18`
Sum Field Field No.	Field number resolved during import	`59`

Entries whose table or field cannot be resolved in the current environment are skipped during import.

Library Filter Fields

Each entry can have any number of filters, shown on the Filters on Indicator page:

Field	Description
ID	The library entry the filter belongs to
Field	Name of the field to filter
Type	Static, Global Dim 1, Global Dim 2, or Column Period
Value	Filter expression; used only by Static filters
Field No.	Field number resolved during import

Notes:

A Static filter with a blank Value removes the filter on that field when applied; it does not filter for blank values.
Library filters carry no date formula. For a Column Period filter, add the Date Formula on the indicator after applying the library entry.
A filter whose field does not exist in the table is skipped during import.

Filter Examples

Static Filter:

ID: Customer.Balance (LCY)
Field: Blocked
Type: Static
Value: ' '

Column Period Filter:

ID: Sales Line.Line Amount
Field: Shipment Date
Type: Column Period
Value: (not used)

Global Dimension Filter:

ID: G/L Entry.Amount
Field: Global Dimension 1 Code
Type: Global Dim 1
Value: (not used)

Complete Example

An "Open Sales Order Value" entry as delivered by the import:

Entry Record

ID: Sales Line.Line Amount
Name: Line Amount
Type: SumField
TableNo: 37
Table Name: Sales Line
Sum Field Table: Sales Line
Sum Field Name: Line Amount
Sum Field Table No.: 37
Sum Field Field No.: 103

Filter Records

Filter 1:
  Field: Document Type
  Type: Static
  Value: Order

Filter 2:
  Field: Outstanding Quantity
  Type: Static
  Value: >0

Filter 3:
  Field: Shipment Date
  Type: Column Period
  Value: (not used)

Working with the Library

Viewing Entries

The Indicator Library page shows all entries in a list:

Use filters to find specific entries
Sort by any column
Click Filters to see the filters of the selected entry

Keeping the Library Current

Run Import periodically to pick up new or changed standard indicators
Import replaces everything; indicators already applied to row definitions are not changed
Test a few indicators after an import to confirm the field names resolve in your environment

Multi-Company Usage

The library is stored per company. Run Import in each company where you want to select from the library.

Troubleshooting

Entry Not Appearing in Selection

The library is empty: run Import, or accept the download offered by the Select Indicator from Library page
The entry's table or field does not exist in this environment, so the import skipped it

Filters Not Applied

The filter's field name does not exist in the table (localized or renamed field); add the filter manually on the indicator
The entry has no filters in the repository

Field Not Found When Applying

Table or field captions differ in your environment
Apply the indicator manually via Table Name and Field Name