Question: Is there a way to commentary entered at base entities to be “rolled up” to the entities’ parent.

[OSAdmin]

Answer

•Yes, you can do this with a dynamic UD8 calculation (sample rule below).

•The formula concatenates the commentary in the descendant entities at view-time. The concatenated commentary is never stored.

•You can tailor-make the formula to concatenate, for example
- commentary from base-level entities only
- commentary only from immediate children
- commentary from all descendants (default)

•When concatenating text from descendant entities, it is important to consider text-wrapping, because of the longer content of concatenated commentary.

•A cube view, when viewing in data explorer view you don’t have control on text-wrapping.

•For presentation you can use a dashboard with a Grid Viewer component. Here you have text-wrapping options:

•Output/Appearance on GridView with IsMultiLine = True:

To include the concatenated “consolidated” commentary in a data export:

•Use the Embedded Spreadsheet (or Excel add-in)

•Open the cube view in a spreadsheet

•The cube view settings do not have text wrapping options for the normal ‘data explorer’ view mode, but do have text wrapping options as a spreadsheet.

Source:  Office Hours 2019-10-31