Options
Last updated
Last updated
Once the definition & layout is completed, Design Panel offers standard options for enablement along with styling & formatting options on the template. Under the Options, the system will show different options, and each selection will have an impact on template content and layout.
Calculated members refer to the ability of creating custom rows/column members that can be generated with excel formulas.
They can be generated as additional rows/columns Or can be applied to existing members
They have the same behavior as standard members but with excel formulas.
One of the use cases can be if the user wants to compare the value of Revenue between two Versions (Actual vs. Plan), so after creating a report to retrieve data from these two versions, the user can select Enable Calculated Members option to add a new member in the column axis, then enter desired formula and other details for this calculated member.
When Enable Calculated Members option is activated, the function symbol (fx-Calculation) is displayed in both the columns and rows. Clicking on the Edit button will navigate to the Calculated Members creation panel.
In the Calculated Member screen, click on Add button to create a calculated member with the required details as per the system request. Multiple calculated members can be added from this panel and once the entry is completed, click on the Update button to save these members.
Definition & purpose of the fields mentioned in the Calculated Member creation screen:
Active checkbox: By default, this box is checked to activate the calculated member. if this member is not required to report but the user does not want to delete, they can uncheck to deactivate the member.
Name: Enter the name/description of the calculated member
Apply to: dropdown list with options for user selection, such as Row Axis Member, Column Axis Member, Row Data and Column Data. To choose where to apply the calculated member, based on scenario, the user can choose a suitable option.(example- the formula to be defined would be applied to data at the row level then Row data can be selected),
Member type: Select from Virtual and Existing members based on the scenario
Fields: By default, all the dimensions assigned to the axis will be shown. In the case of an existing member, the members can be selected for which the formula is to be appeared whereas in the case of a virtual member it is used to provide a reference member, additionally there is also an Update List button in the Field so that the user can change or remove dimensions.
Select member in Fields
1) Only filter is displayed at selected field
2) User clicks on filter to choose members from Master data
1) Filter and Add button are displayed at field
2) User clicks on Add button and provide detail for member ID (mandatory) and others
Display Position
Not Applicable
Dropdown list with 2 options Before Member and After Member for user to select
Reference Member
Not Applicable
Fields assigned to axis are shown with filter so that user can select field member as reference for calculated member position.
This Option is enabled so data can be entered at the parent level Or group level.
Parent/Group refers to the aggregation member like Year 2022 is parent, whereas 2022.jan, 2022.feb, 2022.mar are children of 2022. technically, the data entered at all children will be aggregated & displayed at 2022 as total value, so user cannot enter data at 2022 by default.
Scenario JustPerform enables this option considering planning & budgeting scenarios where entering data at parent/group level like Product/Time etc. & system being smart enough would allocate the value to all the children under the parent. this option helps in top management planning instead of submitting the data for each child member
Note Allocation of the value to children has 2 options
if the target destination has no values, allocation happens equally by default
if there are already existing values, system takes the existing data proportion & allocates
Notes are commentaries or justification entered in the excel template to be captured for the data combination, to be reported later for reference.
Usually, the value entered in templates need to supported with some commentaries/notes. JustPerform enable notes functionality helps users to enter comments and save it for reporting & reference.
Notes is also a dimension with member ID and description which can be defined during master data creation. As the user defines the range for the static axis, Note ID should be entered in the sheet and selected along with other dimension members.
Benefit being we can add many Notes/commentaries to single data point, by creating many Notes ID's & tagging for different purposes.
Notes work only for Set Range reports. When Enable notes button is activated, the Note dimension is automatically added to the static axis for comment or explanation capture.
If this option is activated, the user agrees to show any row or column with Zero data; it means the row or column will be shown as empty/blank. By contrast, if this option is not checked, the row or data with Zero data will be removed from the template, and only the row and the column with non-zero data will be displayed.
Displays header for row axis to Identify each row members
By default, this option is enabled for rows.
Displays the names defined by the user in the Preferences of rows.
When this option is disabled then the names defined in the preferences will not be displayed and the user can directly enter in the excel cells - generally for static reports
Option to display data with no data in the template
By default, this option is enabled for both rows & columns.
By enabling this option all the combinations for rows & columns are displayed selected in the layout, even if there is no data for that row/column member
If Show Items with no Data is unchecked, all the rows/columns with No data will be suppressed & will not be displayed in the report.
Upon unchecking this option, additional option will appear - Allow inserting members for input
JustPerform allows inserting rows dynamically on the existing template with this option
Option to Insert number of rows is also provided, to set the default number of rows to be Inserted upon Add
After inserting a new row/column the user can enter the member for which they want to save data. If the member inserted is correct then data will be saved successfully whereas if the invalid member is inserted then it will throw an error - Invalid member Inserted.
Ellipsis : different options for moving multiple calculated members up or down, copying and deleting members will be displayed.
Formula and Pick from Cell: Enter/type the desired formula directly in one of the cells of the excel worksheet and then click on , system would update the excel formula & apply to all the cells(based on Apply to), upon refreshing that formula appears across members
On enabling this option, icon will be enabled in the templates, on the right of the save button. This button will allow the user to insert a new row/ column for which the user has enabled this option.
