LogoLogo
HomepageWhat's NewLoginContact Us
  • Start the Journey
  • Introduction to JustPerform
  • What's new
    • April 2025
    • March 2025
    • February 2025
    • January 2025
    • December 2024
    • November 2024
    • October 2024
    • September 2024
    • August 2024
    • July 2024
    • June 2024
    • May 2024
    • April 2024
    • March 2024
    • February 2024
    • December 2023
    • November 2023
    • October 2023
    • September 2023
    • July 2023
    • June 2023
    • May 2023
    • April 2023
    • March 2023
    • February 2023
    • January 2023
    • December 2022
    • November 2022
    • October 2022
      • About Spaces
      • About Drive
      • About Modelling
      • About Governance
  • Getting Started
    • Log In
      • Get Access
      • Reset Password
    • Navigate
    • My Support
      • Get Access
      • Navigate
        • How-To Raise
        • How-To Assign
  • Process Definition
    • Modelling
      • Key Components
      • App
        • Navigate
        • How-To Guide
      • Fields
        • Key Terms
        • Navigate
        • How-To Guide
      • Functional Area
        • Navigate
        • Functional Area Detail
        • How-To Guide
      • Sheets
        • Navigate
        • Sheet Detail
          • Level 2 Header
          • Sheet Details Header
          • Layout
          • Options
          • Fields
        • Metrics
          • Navigate
          • Metric Details
        • How-To Guide
      • Models
        • Standard Model
          • How-To Guide
        • Virtual Model
          • How-To Guide
        • Advanced Models
        • Review Data
          • Features
      • Transactions
        • Journal
        • How-To Guide
      • Consolidation Features
        • Consolidation Sheet
        • How-To Guide
    • Process
      • Navigate
      • How-To Guide
      • Scenarios
        • How-To Guide
      • Flow
        • General
        • Navigate
        • How-To Guide
      • Cycle
        • Navigate
        • How-To Guide
        • My Activities
    • Calculations
      • Account Reclassification
        • Navigate
        • How-To Guide
      • Allocation
        • Navigate
        • How-To Guide
      • Account Mapping
        • Navigate
        • How-To Guide
      • Intercompany Elimination
        • Navigate
        • How-To Guide
      • Automatic Journal
        • How-To Guide
      • Currency Conversion
      • Value Driver Tree
        • Get Access
        • Navigate
        • Options
        • How-To Scenarios
          • Lookup - Same Module
          • Lookup - Different Module
          • Union
          • Time Offset
          • Functions
    • Permissions
      • Access Review
        • Navigate
      • Users
        • Navigate
        • How-To Guide
      • Role Management
        • Navigate
        • How-To Guide
    • Remote Tables
      • Files Connection
        • What's the User Flow
        • What's in Connection Schema
        • How-To Guide: By Sheet
        • How-To Guide: Multiple Sheet
        • How-To Guide: Different Sheets
    • Data Flow
      • Navigate
      • Dataflow Details
  • JustPerform 365 Connector
    • Introduction
    • Get Access
    • Navigate
      • Activities Pane
      • Explore Pane
      • Home Pane
  • Stories
    • Getting Started
    • Excel Stories
      • Stories - Design Pane
        • Header
        • Definition
        • Layout
        • Options
      • Create Stories
        • How-To Guide
        • How-To Access Stories
        • How-To Run Calculation
        • How-To Submit Workflow
      • Styles
        • How-To Guide
      • Functions
        • How-To Guide
      • Parameters
        • User flow
        • How-To (User Context)
        • How-To (Book Context)
      • Time series
      • Advanced
    • Snippets
      • Navigate
      • Types of Snippets
      • Design Pane
        • Level 2 Header
        • Snippet Header
        • Layout
        • Options
        • Fields
        • Visual
        • Styles
      • How-To Guide
        • Reports
        • Visuals
        • Input
    • Board
      • Navigate
      • How-To Guide
  • Advanced
    • Connections
      • Connection to S/4 HANA
        • How to Set Up ODP
      • Success Factor
    • Monitoring
      • Task Monitor
        • Actions
      • Event Log
        • Actions
    • General
      • Password Policy
      • Multi Language Localization
        • Enable Multi Language
        • Set Preferred Language
Powered by GitBook
On this page
  1. Stories
  2. Excel Stories

Stories - Design Pane

PreviousExcel StoriesNextHeader

Last updated 1 year ago

Stories Design Pane

Design pane is navigated from Explore menu on Click on button.

  • Refresh and Save buttons are on header, which are to be used for new template

  • Update saving the definition of the template changes. Any change or update performed on the template definition layout gets saved only after the Update is performed. To update the excel template with the definition changes, this Update function is mandatory.

  • Purpose of this Update differs from Save feature – Save button is used to update data entered in excel template/ Input schedule back to the JustPerform system database, while Update is available in Design panel for updating the definition & layout creation/modification changes from the design panel back to excel template, So on Refresh the Impact can be expanded.

Design Pane has four sections – Header, Definition, Layout and Options.

Header hosts the key functions like refresh, save, data details & update

Definition captures name, type and model for report

Layout to assign selected fields and members for report axes.

Options hosts all the template options & Styles

Complete details on the Design Pane are discussed in the next topics.