3.1 Initialising Tables

Once you have set up the document properties through the New Document Wizard, you are required to initialise a set of tables that you wish to report.  

When you create a new document, DPM Authority will automatically open the Add Tables Form. The form can also be opened at any time by clicking on the Add Tables button in the Templates panel.

Add Tables Form

To insert tables, you must first select the list of tables to add, and if applicable, select from the list of sheet dimensions. The "Dimensions" tab appears only if templates with selectable sheets are chosen (indicated by a blue cube icon), such as C 07.00 in the screenshot below:

For example, in FINREP, a single list of countries is presented for selection. This selection applies to all tables (F 20.04, F 20.05, F 20.06 & F 20.07.1)

You can even search for countries based on their label, such as "Denmark", or their two-digit ISO code, such as "dk":

The same applies to searching for currencies. you could search for "pounds" for for "gbp".

In the Solvency II taxonomy, the dimension "Line of business" appears on may templates. In DPM Authority 14.1, the dimension is merged across all template, and selecting from a single list of lines of businesses will apply this selection across all templates that use this dimension:

Please note that some templates have have multiple dimensions from which you need to make a selection. For example, if adding S.19.01.01 from the Solvency II Annual Reporting Solo reporting module, you must make a selection from each dimension:

In this case, if no selection is made from the Currency or Line of Business dimension, then no S19.01.01 tables will be initialised.

Initialising the same tables you have already initialised in another document

The "Import Tables" button in the new "Tables" panel lets you import previously initialised tables from another document:



Deleting tables

To delete tables, select the tables to delete and click "Remove Tables" in the toolbar or right-click and choose "Delete Tables":

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