Explore Pane

Explore menu has two sections - Header and Details, which allows user to create and view stories, choose context, user selections, setup parameters & functions.

Header

Key functions in Header Menu

Refresh : available in different panes for user to refresh template. After modification or change is made in template, user can Refresh to get the latest version of data to be updated in the excel templates. It is used to retrieve the real time Information from JustPerform to the excel interface.

Save : similar to Refresh button, this appears in various panes, and used in input schedule where data is entered, and user needs to save the data from excel template back to system for updation. It updates the data from the excel Interface to the system on Click action of this button.

Data Details : Introduced for breakdown of the cell value in report & their Audit history.

Update : is used to capture the changes made during report definition from design pane to excel Interface. After making any change or modification on definition, by clicking the button these changes will be updated successfully on the excel Interface. Changes and updates can include:

• Changes in report definition, such as: report name and model selection

• Changes in report layout, such as: dimensions assigned to axis, member selection, dimension properties display, report position and so.

• Changes in report formatting setup, such as: report style selection, calculated member activated, selection to show item with no data, etc.,

Update saves the changes made to the definition of the functions & parameters

Reload : is used to reload the Tables & functions definition as per the selected worksheet

Back : navigates the user back to the previous step.

Add / Create Objects

By Clicking on button, User can create - Tables, Parameters and Functions

Tables - Helps a user to create an input or report stories. They are structured collections of related information used for various purposes, such as capturing Information like drivers, balances, or reporting financials, analyse finance Information

Tables are discussed in detail in further sections -

• Structure : Each table consists of fields that define the type and structure of the data it can store. Fields can be of different data types, such as character, numeric, date, and time.

• Relationships: Tables can have relationships with other tables, forming a relational database structure.

• Data Manipulation: Data can be inserted, updated, deleted, and retrieved.

• Table Maintenance: allowing authorized users to maintain table data, define new fields, or modify existing table structures.

• Create Styles : Helps in formatting and developing styles

Parameters - help users build & analyze their stories while using linked fields. Flexibility to pass user context or selection of one field value as variable to generate another dependent field values, as long as both fields have relationship & mapping defined using property type "Linked to property" .

Functions - Creating context & offset functions to be displayed on the excel template. Functions refer to the operations or capabilities provided by the system to display relevant Information from specific tasks or processes.

Details

Displays list of Tables, Functions & Parameters Created in the selected worksheet, along with it the user context & selection of fields based on the table definition for the sheet.