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The various setting options for selecting a source value are created in the "Reference Programming" tab. The detailed information on a reference, such as the name of the source value, the value and the programming are displayed in the lower assistant area in the "Preview".

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To create a reference, select the document from which the report value [source value] for the reference is to originate. The reference can also refer to the report value of an earlier document. Then the corresponding chapter, column and period are selected.
Once all entries have been made, a list appears with all report values in the table that can be used as a reference value. The corresponding source value can then be selected via the checkbox in front of the name.
If the inverse value of the report value is to be used as a reference, the sign of the report value can be rotated by double-clicking on it. The displayed report value is thus multiplied by the factor "-1" and the name in the name column is expanded accordingly.

Checkbox "Use description as label“

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The checkbox "Use description as label" enables not only the value from the source cell but also its label [name] to be taken over. This is then entered in the corresponding cell in the name column and automatically serves as the row label within the output area.

The designation of the source value is only taken over when it is created for the first time. This is not linked to the source value like the number, i.e. changes to the designation must be made in all places.

Checkbox "Use extended decimals [#rf]“

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This checkbox ensures that the decimal places of the report values are not truncated. This means that the source format of the report values is used as a reference rather than the target format of the table.

Input field „Filter“

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The "Filter" input field can be used to set a filter value for the report data that can be used as references. For more information, see Chapter "".

Button „Clear“

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To delete a reference that has already been created, the "Clear" button can be used or the entry can be deleted manually from the cell.

Button „Adopt“

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The new reference can be saved via the "Adopt" button. After successful saving, the programming assistant is automatically closed.

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To finally apply the changes in SmartNotes, the Excel file must then be checked in.
When the reference is saved, the reference programming in the form "#r[ref.]" is inserted into the selected cell. To describe this technical notation in more detail, a comment is automatically added to the cell when the reference is created, which displays additional information about the reference. After clicking on the "Update" button in the SmartNotes Ribbon, the comment is represented by a red triangle in the cell and can be displayed by placing the mouse pointer [Mouseover].

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