How-To Guide

Create Sheet

Standard 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 any field from the same space by clicking Add Field. Check the box beside required fields in the popup, click Insert Items, and then OKAY. The fields will appear in the Fields pane and in the filter layout of the sheet details.

Step 3: Drag and drop fields to Rows/Columns and apply selection. By default, all fields added will be shown in Filters except Metrics (which is in Rows by default). By default, the selection for Rows/Columns will be Current Member and Leaf Member of FA Context (Functional Area Context). The selection for Filters will be the Current member of FA Context. Users can change to Fixed Selection or keep FA Context. Only FA Context will be shown under the selection bar. If the Field selection is changed to a fixed member, it will be removed from the selection bar. All context member selections will be Single select except Metrics. Users can select multiple metrics using checkboxes.

Step 5: Publish Sheet by clicking Create Sheet.

Multi Section Sheet

Step 1: In an existing sheet, go to the fields section and check the Allow Multiple Sections Checkbox. Following this, the fields will update to show Section 1 and option to Add Section. The Layout in sheet detail will also change Layout Type to Shared Row Axis.

Step 2: Click Add Section in fields sections. In section 2, fields same as Section 1 will be added by default, they can be removed and new fields can also be added. Metric in section 2 onwards is not created my default and hence must be created.

Step 3: After fields and metrics in the new section are set up, change Layout type as need. Shared Row axis if fields in rows are to shared or Shared Column Axis if field in Columns are to be shared.

Step 4: Move fields in the layout to desired, with shared fields in the respective shared axis ( i.e in Rows if layout type is Shared Row Axis and Columns if layout type is Shared Column Axis). The non shared fields can be moved to either filer, or the non shared axis. Note that Metric cannot be used in a shared axis.

Step 5: Click to refresh.

Step 6: To save any modification to the sheet layout click Publish.

Calculated members

Step 1: In an existing sheet, go to the Layout section, click beside Row or Column, depending on where the calculation is to be created.

Step 2 : In the Calculated Member details pane, click Add to add, Expand Calculation 1

Step 3 : Select Field from dropdown, edit Member ID if needed, enter Description. Select position of Calculation, for positions Before and After, Reference member should be selected

Step 4 : Enter formula in cell and click Pick from cell, selected cell formula will show in Formula textbox. Refresh to view result after calculation logic is applied. Publish to save calculation.

Consolidate Data in Sheet

Step 1 : Ensure you have the mandatory fields required for consolidation added to the sheet. Following that, check the Consolidation Data in Sheet option from the Features section, in the Fields pane of the Sheet.

Step 2 : Under the option, check the boxes for rules you want to include in the consolidation process.

Step 3 : To enable the rule, click the Sheet Details on L2 header. In the Sheet Details page, go to the Features tab. Select any of the listed rules and click on it. In the Feature Details that opens on the right, check Enable and Save. The toggle switch will indicate rule is enabled.

Step 4 : To update and explore details of the rule, click . You can run the run from this page using the option on L2 header.

Step 5 : You can also run the rule by clicking for the rule in the Features tab. Select the target Time and Version members and click Run.

Create Metrics

Input

Step 1: In sheet, navigate to the Fields pane and click on beside Metrics and select Add Metrics. Or in a Metric list page, on level2 header, click ,select Section, and click Add Metrics.

Step 2: In the popup, enter metric name and select type from the drop down. Multiple metrics can be created at a time. Metric name should be unique within the sheet and should start with a character. Click okay. Dialog will display Metric details have been successfully updated. The newly created metric(s) will appear in the Metric section in fields pane and Metric list.

Step 3: In the metric list, click on the metric name, metric details will be display on the right side. Here user can choose:

Data Type : can convert between permitted datatypes

Metric Type : will be Input by default but can be changed.

Summary Method: can be selected from dropdown

Validations : can be selected from the dropdown.

Step 4: Click Okay to save the changes.

List

Step 1: In sheet, navigate to the Fields pane and click on beside Metrics and select Add Metrics. Or in a Metric list page, on level2 header, click ,select Section, and click Add Metrics.

Step 2: In the popup, enter metric name and select type from the drop down. Multiple metrics can be created at a time. Metric name should be unique within the sheet and should start with a character. Click okay. Dialog will display Metric details have been successfully updated. The newly created metric(s) will appear in the Metric section in fields pane and Metric list.

Step 3: In the metric list, click on the metric name, metric details will be display on the right side. Here user can choose:

Data Type : can convert between permitted datatypes

Metric Type : will be Input by default but can be changed.

Summary Method: can be selected from dropdown

Validations : can be selected from the dropdown.

Step 4: Click Okay to save the changes.

Data Status

Formula / Summary Metric

Steps to create Formula metric will remain the same as of Input metric, with only change being Metric Type as Formula/Summary. The below steps will update formula in the metric:

Step 1: In the metric list page, click beside formula metric to navigate to the metric page. In the metric page, Metric details will appear on the right, click beside the Metrics section.

Step 2: Select the metric(s) to be taken as input by clicking the checkbox beside them. Click Insert Items and Okay. The selected metrics will appear as new column(s) in the metric page and also under Metrics in the fields pane.

Step 3: Go to cell *2 where * is the column containing the formula metric, and enter your formula in the cell, ex =F2*G2

Step 4: Refresh to view the formula result in all cells, and click Publish to apply formula result to sheet.

Step 5: Move to the Sheet tab and refresh, the formula result will appear in the sheet.

Parent Metric

Step 1: In sheet, navigate to the Fields pane and click on beside Metrics and select Add Metrics. Or in a Metric list page, on level2 header, click ,select Section, and click Add Metrics.

Step 2: In the popup, enter metric name and select type from the drop down. The newly created metric(s) will appear in the Metric section in fields pane and Metric list.

Step 3: Go to Metric List by clicking on level2 header. In the metric list, click beside the metric name, metric page will open and metric details will be display on the right side. Here, select Metric type as Parent. The prompt will ask to ask to verify if we want to change metric type, click Okay.

Step 4: Select the metric(s) to be taken as input by clicking the checkbox beside them. Click Insert Items and Okay. The selected metrics will appear as new column(s) in the metric page. Only metrics from the same sheet can be added to Parent.

Step 5: For each input metric, assign signage as either + or -

Step 6: Refresh to view the formula result in all cells, and click Publish to apply formula result to sheet.

Linked Metric

Step 1: In Fields pane of sheet, go to Metrics and click , click and select Link Metrics.

Step 2: From the popup, select the metric(s) to be taken as input by clicking the checkbox beside them. Click Insert Items and Okay.

Step 3: The newly added metric will appear as SheetName.MetricName under metrics.

Operation on Metrics

Save data to Sheet

Step 1 : To save data, the metric should be of input type. Navigate to the metric and enter data as you would do in excel, or paste values from source.

Step 2 : Click to save input. A dialog will display the number of records updated.

View and Order Metric List

This feature enables changing sequence of appearance of metrics. Follow step below to reorder metrics:

Step 1 : To go the metric page and drag metrics in the desired order.

Step 2 : On the level2 header, click save to save the sequence. This order will now reflect in the sheet.

Delete Metric

Step 1 : To go the metric page and check the box to the left the metric(s) to be deleted.

Step 2 : On the level2 header, click

Step 3 : In the popup, type in the name of the metric exactly as it is and click okay. This will delete the metric.

Actions on Sheet Data

Export

Step 1 : In the desired sheet, on level2 header, go to and select Export.

Step 2 : From the Export Sheet popup, update File name if required and select Save as type from the dropdown and click Okay. The file will be exported.

Import

Step 1 : In the desired sheet, on level2 header, go to and select Import.

Step 2 : From the field selection popup, select file to be uploaded and click Okay.

Step 3 : Import Details pane will open. Select sheet to upload from the workbook. The system will automatically detect the layout of the uploaded sheet, incorrectly matched, updated by clicking and selecting the appropriate row/column. Select from dropdown to Handle Duplicate records.

Step 4 : Click Import Data to import. The popup will show Upload Summary. Go back to sheet to view uploaded data.

Copy Data

Step 1: In the desired sheet, on the Level 2 header, go to the and select Copy Data. The Copy Data pane will open.

Step 2 : Select the From and To members for the field and metrics to copy. Click Update List to add more fields from sheet.

Step 3 : Click Run at the bottom of the pane. A dialog will confirm that the copy has been completed.

Move Data

Step 1: In the desired sheet, on the Level 2 header, go to the and select Move Data. The Move Data pane will open.

Step 2 : Select the From and To members for the field and metrics to move. Click Update List to add more fields from sheet.

Step 3 : Click Run at the bottom of the pane. A dialog will confirm that the data has been moved.

Clear Data

Step 1: In the desired sheet, on the Level 2 header, go to the and select Copy Data. The Clear Data pane will open.

Step 2 : All fields in the sheet will appear here. Select the members for the field and metrics to clear.

Step 3 : Click Run at the bottom of the pane. A dialog will confirm that the data has been cleared.

Copy Scenario

Step 1 : In the desired sheet, on level2 header, go to and select Copy Scenario. The copy scenario pane will open.

Step 2 : In the copy scenario pane, click Add Sheet to add the sheet to copy from i.e the target sheet.

Step 3 : Make selection for the From and To Scenario to make copy.

Step 4 : Click Copy at the bottom of the pane to copy. A dialog will intimate copy has been made.

Snapshot

Step 1 : In the desired sheet, on level2 header, go to and select Snapshot. The Snapshot Details pane will open.

Step 2 : In the Snapshot Details, enter Snapshot ID and Description. Click Add Sheet to add the sheet to copy from.

Step 3 : Make selection for Version and Time in the From section to create data snapshot.

Step 4 : Click Save at the bottom of the pane to copy. A dialog will intimate snapshot has been made.

Operations on Sheet

Copy Sheet

Step 1 : To copy a sheet, from the explore pane, go to the desired sheet.

Step 2 : Click the beside sheet and select Copy.

Delete Sheet

Step 1 : To delete a sheet, from the explore pane, go to the desired sheet.

Step 2 : Click the beside sheet and select Delete