Sheet Details: Layout
The Layout section offers a visual representation of the current arrangement of dimensions and metrics in rows, columns, and filters in the sheet. The sheet layout will appear differently depending on the selection for Layout Type.
By default, the sheet layout is set to Standard. Multiple axes within one section, as well as multiple sections, can be added to the sheet.
To create multiple sections, the Allow Multiple Sections option in the dimensions section must be checked. Shared dimensions are denoted by the link button beside them. Any dimension can be moved to the shared axis; however, metrics cannot be in a shared axis. The dimension layout can be selected from the Layout Type, and dimensions must then be adjusted accordingly to generate sheets and reports. The shared axis and filter will show below Layout Type, and the non-shared axis will show below it, divided into sections.
Layout Type
The Layout Type includes:
Standard Layout: Applicable to single-section sheets.
Shared Row Axis and Shared Column Axis: For multiple-section sheets.
Drag and drop dimensions and metrics between rows, columns, and filters to achieve the desired layout configuration.
Standard Layout
In the standard layout type, the sheet contains only one section. Here, the dimensions can be arranged into Rows, Columns, and Filters.
Shared Row Axis
When multiple axis or section are allowed in sheet, the Shared Row axis layout type denotes that the rows in the axis/ sections will be shared. In case of multiple sections, each section can have different dimensions and metrics. As for shared axis, the dimension are same for the same section. A section can have multiple axis. The axis belongs to which section can be identified by the Axis name as Axis N : Section M, here N denoted the number of Axis, and M denoted the section the Axis belongs to. Example, Axis 2: Section 1(1) means Axis 2 belongs to section 1, similarly, Axis 4: Section 2(1) means Axis 4 belongs to Section 2, and hence will have the dimensions contained in section 2. The dimensions from each section will be displayed in the sequence of section creation.
When multiple axes or sections are allowed in a sheet, the Shared Row Axis layout type denotes that the rows in the axes/sections will be shared. In the case of multiple sections, each section can have different dimensions and metrics. For shared axes, the dimensions are the same for the same section. A section can have multiple axes. The axis belonging to a section can be identified by the axis name as Axis N: Section M, where N denotes the number of the axis, and M denotes the section the axis belongs to.
For example:
Axis 2: Section 1 means Axis 2 belongs to Section 1.
Axis 4: Section 2 means Axis 4 belongs to Section 2 and will have the dimensions contained in Section 2.
The dimensions from each section will be displayed in the sequence of section creation.
Shared Column Axis
When multiple axes or sections are allowed in a sheet, the Shared Column Axis layout type denotes that the columns in the sections will be shared. Each of these sections can have different dimensions and metrics. The dimensions from each section will be displayed in the sequence of section creation.
Add Axis
The plus button beside Layout lets you add an axis to a section of the sheet. The option to add an axis is enabled when the Layout Type is set to Shared Row Axis or Shared Column Axis. On clicking the option to add an axis in a multi-section sheet, a section can be chosen.
Calculated Members
Clicking the function button beside Rows or Columns allows the creation of calculated members in rows or columns. On clicking, a calculation details pane opens, from which calculations can be added and created in the sheet.
When a new calculation is created, the calculation name appears as Calculation 1, Calculation 2, and so on in the calculation title. The details of the calculation can be configured as follows:
Dimension: Select the dimension or metric the calculation is based on from the dropdown list.
Member ID: The member ID for the calculation is generated automatically as C1, C2, and so on. This can be edited.
Description: A text description of the calculation can be added here. This is not mandatory for creating the calculation.
Axis: Choose the axis on which the calculation is to be created from the dropdown list. This option appears only when the layout type is Shared Row Axis or Shared Column Axis.
Position: Select where the calculation should appear in the chosen axis from the dropdown list. If First or Last is selected, the calculation will appear at the beginning or end of the axis, respectively. If Before or After is selected, a reference member needs to be chosen. If the reference member appears multiple times in the sheet, the calculation will also appear that many times.
Reference Member: Select the members for the dimension chosen at the beginning of the calculation creation for positions Before or After.
Apply To: Choose between creating the calculation in rows or columns. By default, this selection is made when clicking the function button, either from rows or columns. When this selection is changed, the dimensions at the beginning of the calculation also update.
Formula: This textbox displays the logic used in creating the calculation. The logic is created in sheet cells.
Pick from cell: The logic created in sheet cells is picked using this option and updated in the formula box.
Active: This checkbox allows enabling or disabling the calculation.
Preferences
Preferences let users display dimension and metric properties, their order of display, and their header names. When clicking on the Preference option for rows or columns, the current properties being displayed along with their details (the display name of the property and the dimension.property) will be shown.
Additionally, the option to add more properties or modify existing properties is accessible from Update List. On clicking, the list will display all the dimensions and their associated properties, which can be chosen as a multi-selection. For a dimension, the ID property is mandatory.
Users can also select metric properties such as data type, metric type, formula, and linked dimensions. The display name for the property can be edited by clicking the Edit Name option beside the respective property. The sequence of preferences can be changed by dragging and dropping properties in the desired order.
Set Range
The Set Range option, when checked, allows users to add selections for dimension members directly from the sheet. It can be selected for rows or columns. When Set Range is enabled, the preference for that axis will appear as shown. From here, the range for members to be entered in the sheet can be selected using the Add from Selection option. From the range, the property appearing in rows or columns can be updated from the Dimensions section.
Select Members
Clicking Filter allows users to choose members for the dimensions or metrics. Options to choose multiple members, context member selection, and choice of member relationships like descendants, leaf members, etc., are available.
Note: Context members are past selections made in the Functional Area. They can be updated using the dimension selection dropdown from the level 2 header of the sheet.
Operations on Dimensions
Click the ellipsis beside the dimension to access options, which include:
- Remove: Remove the dimension.
- Move to Rows: Transfer the dimension to rows.
- Move to Columns: Move the dimension to columns.
- Move to Filters: Shift the dimension to filters.
- Move Up: Move the dimension up by one position.
- Move Down: Move the dimension down by one position.
- Preferences: Users can edit, reorder, and reset preferences for both rows and columns, providing flexibility in customizing the sheet layout according to their preferences. Preferences control the properties of the dimensions displayed and their display order. Preferences also allow users to change the row/column name displayed in the sheet cells header.
Note: Dimension ID is a mandatory property and must always be selected in preference.
Learn more in the Dimensions article.