Layout
Last updated
Last updated
To build any template, we follow layout structure and rules. There are three sections in any template layout, Column axis, Row axis and Filter. Their positions are illustrated in the chart below:
Data Grid/ Information is retrieved from system based on the Intersection of row & column axis with additional filtering applied based on filter members selected.
It is mandatory for column axis and row axis, meaning there needs to be least one dimension member in each of row & column axis, for system to identify the intersection & retrieve the data.
Filter is optional axis and used to define other field members applicable for entire report. This axis can be blank (with no field) if all fields are assigned to row and column axis.
The simplest layout structure of an axis will have members from one field like in above example, 2022, 2023 and 2024 are member of Time field, and they are spread on the same row.
If additional dimension is required in report for more details, multi-dimensional axis can be created with members of different fields. In the example, row axis can have two fields as Company and Account, and these dimensions are displayed in two columns.
Row, Column & Filter together are referred as Report axis.
Based on model selection in the definition field of design pane, the fields assigned to that model will be auto populated in respective areas (such as Row, Column and Filter).
Note that structure, report axis fields & members for a model are defined already during the model creation phase. Hence, the fields are defaulted accordingly. However, if user wants to restructure the layout, they can drag and drop dimensions among along axes & change them.
Layout enables to define the position of entire template.
By default, start cell of report is B5 but user can change to another cell by selecting preferred cell directly in sheet then click on Edit icon of Start Cell. Please note that start point of any report should be out of excel range from A1 to B4.
If both row and column axes are static with direct members entry in sheet, layout is already defined, and it will show exact ranges for row and column when user clicks on Layout button.
Set Range helps in defining or adapting the static templates to JustPerform.
Enabling the checkbox placed at Row and Column area, helps define whether the axis is static or dynamic. By default, the Set Range box of both axes is Unchecked, and user has to define position of row and columns fields and their members on excel sheet for Set Range template.
Static layout helps users to use their preferred existing templates or templates with fixed layout without dynamic changes & keeping it static. JustPerform helps in defining the layout with cell positions & member identifications to save/retrieve the data in those Intersections.
Generally financials, Consolidated Financial Statements, Balance Sheets, Income Statements and Cash Flow reports, in which financial accounts, entity, time, etc., are defined in static layout can be positioned in excel sheet & used for adapting to static reports.
Upon uncheck of Set Range checkbox, the axis will be changed back to dynamic style with filter and dropdown list displayed for each fields.
This feature allows user to define field attributes, properties & their sequencing to be displayed in template. by default ID -Description attribute is displayed in the template & can be modified using preferences fir dynamic templates as set range templates have fixed field members & attributes to display
When Set Range is checked and the axis is static (column axis for example): a warning sign is shown next to Preferences selection to inform that user needs to define detailed position of field members in static axis. When clicking on Preferences, a new window will appear so that user can set the range for static field members and identify dimension property to be displayed in report. Once the range is set and updated successfully, the warning sign will disappear.
When Set Range is unchecked and the axis is dynamic (row axis for example), filter and dropdown list are shown at axis dimension for user to select desired members. As clicking on Preferences, a new window appears with options of dimension properties to be displayed in report.
If Row/Column axis are dynamic, can be used to define position of template with field members. On click of the icon, a popup is shown with suggested start cell of report and range for row and column. This also allows user to visualize report structure layout.
