Fields
Last updated
Last updated
The fields panel contains metrics and fields contained in the sheet. New metrics and fields can be added to the sheet from here as well as on collapsing selections for allowed members can be set from here. We can create new metric or import a metric from a different sheet. Below the Metrics and Fields section are Options. Options are powerful additional features that can be used to enhance sheet capabilities. The two options are : Allow Multiple Section and Consolidate Data in Sheet.
Any: All members in Field will be available for input/report. In the above example for Customer, all members are allowed.
Selective: Allowed member will be filtered by Group Type or Subfield Type Property. In the Where dropdown, user should select the property. Only one property can be selected. In the Equals to dropdown, user should selected the property value they want to allow. Multiple values can be selected here. In the above example for Product, Selection is the property and Standard is the property member.
The Allow Multiple Section checkbox lets us add more sections to the sheet. In case sheet has more than one section, the metrics and fields in each section are separated into sections. Fields and metrics in each section can be removed, moved up or down using the more option.
The second option available under Features is Consolidate Data in sheet. The feature lets create and un consolidation rules from within the sheet. To enable the option, the prerequisite is, the sheet should contain fields mandatory for consolidation operations. These fields include : Version, Time, Account, Flow, Organization Unit, Dataset, Group (Currency).
Under consolidation you see three options :
Maintain as YTD Balance: Stores data in the sheet using a Year-to-Date (YTD) format. Profit and Loss data will reflect year to date value for each month.
Track Interco Detail: Enables tracking of trading partner data within the same sheet. When this option is activated, the Trading Partners field type is required.
Enable Auto Journal and Elimination (To be released): Allows the use of automatic journal entries and elimination rules within the same sheet.
Expand: expand metrics to view existing metrics and their type beside them. Metrics within the same sheet will show only the metrics name, while linked metrics will be displayed as Sheet_Name.Metric_Name. All metrics will have the metric data type to their left.
Add Metric: On clicking the Add Metric beside metrics, the popup allows creation of now metrics by entering Metric Name and Data type. On saving the newly created as well as existing metrics will appear in the metric section.
Link Metric: When Link Metric is selected, a selector opens, from here existing metrics from different sheets can be imported and used in the sheet as a link metric.
More: More option includes remove, move up and move down.
Remove: To remove the metrics from sheet.
Move Down: To move the metric up in sequence.
Move Up: To move the metric down in sequence.
Add Fields: In the sheets details pane, fields section , click to Add Fields. in the popup select from available fields by checking the checkbox besides them. Click insert items and okay. Fields will be added and appear in the Fields section.
Allow Members: Expand the field by clicking on the left of the field. here you can select the members you want to allow, from the dropdown. The available options are:
More: More option includes remove, move up and move down.
Remove: To remove the field from sheet.
Move Down: To move the field up in sequence.
Move Up: To move the field down in sequence.
