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Last updated
Last updated
Using the Space explorer panel, the user can create a field by clicking on the plus button in the Fields category on enterprise structure. There will be a popup where the user is required to enter the Field Name and Description. The user needs to select the field type from the dropdown to add a dimension, then the user needs to click on SAVE button. After filling up the necessary details of dimension name, description and field type, and the user feels that the dimension is irrelevant for the Enterprise, click on the cancel button not to proceed on creation.
Each Field type has each own default property. These properties will be discussed in more details on the Field user guide.
Copy is one of the options that can be selected on the list of actions on mouse over when the ellipsis icon shows. During the Copy activity, field type is retained on the copy and only the Field name and description is open for the use to input the details.
Available actions per field is available as ellipsis on the corresponding right side near the edge of each field on mouse hover. One of the action option is the Delete. This function enables the user to delete the unnecessary field. Select Delete from the option and there will be a warning message for the user to confirm if deletion will proceed. Click on OKAY to Delete the dimension or click on CANCEL if needed to retain the dimension.
Each field have corresponding actions on mouse hover to show the ellipsis (three dots.) Select Edit to be able to edit the Description of the Field. Please take note that only Description is the area allowed to be edited. Field member details can be edited.
Search field member: The user can be able to search field member details. Search is limited to the details of the specific active field. Search icon can be seen on the level2 header. To close or disregard the search activity, the user just need to click again the search icon.
Add Property: From the level2 header a property can be added by the user by clicking the plus icon.
Edit Hierarchy sequence: Hierarchy sorting can be updated by using the hierarchy view accessible from the level2 header using the icon. User can add a child member under a parent member using the drag and drop feature.
Export: You can export the existing master data as an Excel file.
Import: You can import an excel file to a field to update the master data.
When right click on the field members table row:
Cut - just like an ordinary excel function is used to cut specific member/s for the purpose of pasting to desired position.
Copy: Copy function is also just like an excel copy. User can copy an existing row in the master data.
Paste: Paste function is the pasting of values from what has been copied or cut. please take note that if an ID is included in the paste will throw a warning error since it is not allowed to have duplicate IDs.
Insert Row: The option for the user to insert before or after a member.
Delete Row: User can delete a row in the master data. Option to delete multiple rows in the master data is also possible.
When right click on the field members table column header:
Edit Property: The field name, as well as the description of the field, can be changed when this button is clicked. Also, the field property type can be changed. When property type was changing a warning confirmation from the user is required. When the field property type is changed, all the existing field values will be cleared. Please take note that Property Name is non-editable.
Copy Property: The user can copy an existing field.
Insert Left/Right: Is a function for the user to add a property as desired sequence.
Sort A to Z: The user can sort a field in ascending order (alphabetical order).
Sort Z to A: The user can sort a field in descending order (reverse alphabetical order).
Move Left / Right: The function for the user to sequence the sorting of property presentation on the table.
Delete Field: Is the function for the user to delete the property. please take note that this function is not available on the default properties.
Select All: You can select all the rows in the master data.
Deselect Row: A Selected row can be deselected the previously selected member.
Save: Save the master data. The user can make changes to the master data as per validations and save the same. The save button saves all the changes made to the dimension structure like adding new fields, dimension/field description changes or relationship changes. When there are blank rows
Users can see details such as the sheet name, metric name, data type, formula, and related field. Additionally, there is an option to open any dependent metric in a new browser tab for easy access.
Scenario type field offers some additional functionalities, these include copy data to a different version, create snapshot of data for current version, set time dependent restrictions on permissible scenarios. We will walkthrough each of these in detail.
Copy is copying data into existing version and return all calculation with data of respective version. To copy data, the user can either navigate to the desired sheet and select the copy option from the level 2 header, or go to the Scenario field Masterdata and select the copy option there. In either case, a Copy Scenario pane will open on the right.
In this pane, the user will need to select the sheet to be copied, the source version, and the target version, for a particular time period, the user can choose to copy data from the same period, to the next year, to the next period, or set a custom offset.. For example, to copy data from the "Gross Sales" sheet from the "Actual" version to the "Plan" version for year 2024 to next year.
After clicking Copy, the system will execute the event to copy the data and display the status in the Task Monitor. The copied data will be visible once the copy process is complete.
Snapshot is a state of data at particular point of time. Data in snapshot can not be changed and will not be recalculated if formula or parameters are changed
This works similar to Version Copy but System will automatically create a new member in Scenario/Version Snapshot instead of using existing Version Master
The "Applicable from" and "Applicable to" properties in the Scenario type field help restrict data calculations in Sheets. These properties are available by default for any new Scenario field linked to a Time Field. Restrictions on input and calculation for the scenario will be based on TIMEID. The time members selected in the "Applicable from" and "Applicable to" periods will determine the range within which users can perform data actions. Outside of this range, the system will:
NOT allow any data input
NOT allow any data upload
NOT generate any results from metric formulas
NOT copy data to or from that specific period using the Version Copy and Snapshot Creation functions
From the the field column header, a icon is visible for the user to be able for the user to filter desired field members:
Field Details button is available on level 2 header of the Field screen. Clicking this button displays a table listing all properties under the selected field, along with key details such as: Property Name, Description, Type, Link To, Property Members, and Where Used. When viewing an existing property in a field, users can click the Trace button to view a list of metrics where that property is used. This includes usage within the Set function of a formula metric, as a cell reference in a metric formula, or inside the Add function of a formula metric.
Like copy operation, snapshot can be created in Sheet version selection on level2 header or from the Version field masterdata, Snapshot tab, level2 option Add Snapshot. Snapshot Details pane will open in to the left. Enter Snapshot ID and Description and select the sheet whose data is to be copied. Set the time and version for which snapshot is to be created.
