Level 2 Header
Last updated
Last updated
Refresh: This option allows users to update the displayed data, selection and layout with the most recent information. By clicking the refresh button, any changes made to the underlying data source or any updates made by other users will be reflected in the current view, ensuring that the data is up to date. The time after refresh is displayed beside.
Save: This option will save the entered data to the system. A popup dialog will display number of records updated on saving.
Toolbar :The toolbar plays a pivotal role in customizing the sheet. It offers a wide range of options for enhancing both the appearance and functionality of the sheet.
Import and Export : The import options lets user import data from excel sheet. While the export option allows for exporting the current sheet to an excel file.
Freeze Panes: This function allows specific rows or columns to remain visible while scrolling through large datasets, ensuring important header information is readily accessible. This option can also be used to unfreeze panes.
Panel and Grid Options
Grid Lines: Users can adjust the visibility of grid lines to enhance the visual appeal and readability of data presentations.
Column Headers and Row Headers: The toolbar provides options to toggle the visibility of column and row headers, allowing users to optimize the snippet layout based on their preferences and focus. These features collectively provide enhanced control and flexibility in tailoring the appearance and functionality of snippets to meet specific data analysis requirements.
Formula Bar : Access to the Formula Bar is also facilitated from this section. User can enter formula in the formula bar that opens below.
Data Filtering: The toolbar empowers users to filter data based on specific conditions. This can be achieved by selecting options from a dropdown menu to refine data or by filtering for specific values, thus enabling focused and tailored data selection.
Font: User can choose from existing font dropdown
Font Size: User can choose font size from dropdown, selected size is displayed.
Number Formatting: Apply Dollar, percentage format, increase or decrease decimal, number format.
Text Formatting : Extensive formatting capabilities are available, allowing Bold/Italic/Underline style
Cell Customization : Can apply cell background color, can choose from options to apply to cell border.
Cell Formatting : Cell Formatting options for horizontal alignment, vertical Alignment, wrap text, indent, outdent are available here.
Insights : Add insight
More : This section enables additional options on sheet. They include
Import : To import data from external workbook into sheet.
Export : To import sheet data as an excel workbook or pdf.
Copy Scenario : To copy data from one scenario to another.
Snapshot : To copy data at the current time.
Styles are formatting patterns that can be applied to a sheet or snippet. Style can be created once and used throughout the workspace. Using the toolbar option on level2 header, user has the option to apply, remove, edit and add new style. A new style is generally a combination of multiple formatting patterns to different types of elements of the sheet. Style details can be created as :
Styles can be applied to various components including:
Row Axis headings : Titles of the row
Row Axis members : Members of the row
Column Axis members : Members of the column
Row Data : Row wise data in the snippet
Column Data : Column wise data in the snippet
For each component, users have the flexibility to choose from different style categories, including:
Default : Applicable to all members of the row/ column or header
Editable : designed for Input members or Leaf members.
Non Editable : intended for Calculated members or Parent members.
Metrics members in sheet will be classified as Editable or Non editable as :
Input
Editable
Formula
Non-editable
Parent
Non-editable
Summary
Non-editable
Linked - Input enable
Editable
Linked - Input not enable
Non-editable
By Member : allowing style customization for specific members based on Functional Area and field.
Invalid Member : tailored for members that do not exist in the Master data.
Blank Member : suitable for Member IDs assigned with Blank values.
Using multiple combinations of Applies to and member type a complete style is created. The sequence of styles getting applied to the sheet or snippet will remain as their order in style creation, this can be update by moving the style up or down.
Style: Existing styles can be applied or new ones can be created using this option, enabling users to achieve the desired visual presentation for their data. Details on here.
Snippet : Enables access to existing snippets. Allows creation of new snippets
View / Edit : View lets user view data as a report based on the snippet. Edit opens the Report Details tab to modify snippet details.
Publish: Gives the option to publish and publish as, publish implies saving the created snippet to public/ private tab, publish as implies renaming it.
Sheet Details : To go to the metric list and the Features tabs
Show / Hide Header : Displays or Hides the header for an improves view.
To configure formatting for a chosen style, users can apply formatted on a cell within their sheet. Followed by click the Pick from Cell option. From here, user can opt to apply the complete format settings mirrored from the selected cell by checking the Select all option. Alternatively, users can deselect Select all and proceed to individually select specific icons for fine-tuning aspects such as Number Format, Alignment, Font, Border, Fill, as well as options for Bold, Italic, and Underscore.
