How-To Guide

Create Consolidation Sheet

Step 1: Navigate to the functional area and click beside it, or click on the functional area and move to the Catalog tab. Click on the Sheet in the row containing the functional area .

Step 2: In the Sheet Details pane, navigate to the Fields tab. Add mandatory fields ( Time, Version, Entity, Partner Unit, Group, Dataset, Account, Flow ) and any field from the same space by clicking Add Field. Check the box beside required fields in the popup, click OKAY. The fields will appear in the Fields pane and in the filter layout of the sheet details. Check the Consolidate Data in Sheet option.

Step 3: Drag and drop fields to Rows/Columns and apply selection.

Step 4: Publish Sheet by clicking Create Sheet.

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