Stories Design Pane: Options

Once the definition and layout are completed, the Design Panel offers standard enablement options, as well as styling and formatting options for the template. Under the Options section, the system will present various choices, and each selection will affect the template's content and layout.

Imag of design pane options

Enable Calculated Members

Calculated members allows users to create custom row or column members using excel formulas.
They can be generated as additional rows or columns or can be applied to existing members.
They behave like standard members but incorporate excel formulas.
For example, if a user wants to compare Revenue between two versions (Actual vs. Plan), they can create a report to retrieve data from these versions, select the Enable Calculated Members option to add a new member in the column axis, and enter the desired formula and details for this calculated member.

Note: There are two types of Calculated members – Existing and Virtual. Calculated members on Existing refers to formulas applied on the existing members already available in Master data with ID, description, and other properties. When the Existing type is selected and the formula is defined for it, the result of the calculation will be displayed in the existing member. Calculated members on Virtual refers to the excel formulas generated additionally along with rows or columns on the template. User wants to create a new member to add formula based on existing members or any excel formulas, Virtual member type can be chosen using which a Virtual can be created.

When Enable Calculated Members option is activated, the function symbol (fx-Calculation) is displayed in both the columns and rows. Click the Edit button to navigate to the Calculated Members creation panel.

In the Calculated Member screen, click the 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 the Update button to save these members.

Definition and purpose of the fields mentioned in the Calculated Member creation screen:

Ellipsis: different options for moving multiple calculated members up or down, copying and deleting members will be displayed.
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.(for 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.
Formula and Pick from Cell: Enter/type the desired formula directly in one of the cells of the excel worksheet and then click the Picker icon. The system update the excel formula and apply to all the cells (based on Apply to), upon refreshing that formula appears across members.
Fields: By default, all the dimensions assigned to the axis will be shown. In 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.

Note: Selection of Member type will lead to additional/fewer fields in the pane to be defined. if Virtual is selected, two additional fields - Display positions and Reference Member will need to be populated.

	If Member Type is Existing	If Member Type is Virtual
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.

If Member Type is Existing

If Member Type is Virtual

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.

Enable Input to Parent Members

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 and displayed at 2022 as total value, so user cannot enter data at 2022 by default.
Scenario JustPerform provides the option to enter data at the parent or group level, such as Product or Time, considering planning and budgeting scenarios. The system intelligently allocates values to all child members under the parent, aiding top management in planning without the need to submit data for each child member individually.
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, the system takes the existing data proportion and allocates accordingly.

Enable Notes

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 must be supported with some commentaries/notes. JustPerform enables the notes functionality allowing users to enter comments and save it for reporting and 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 - Users can add multiple Notes/commentaries to a single data point, by creating many Notes ID's and tagging them for different purposes.

Caution: Notes work only for Set Range reports. When the Enable notes button is activated, the Note dimension is automatically added to the static axis for comment or explanation capture.

Consider Zero as Data

If this option is activated, any row or column with zero data will be shown as empty or blank.
If this option is not checked, rows or columns with zero data will be removed from the template, displaying only those with non-zero data.

Display Header

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.

Show Items with no Data

This option displays data with no data in the template.
By default, this option is enabled for both rows and columns.
When enabled, all the combinations for rows and columns selected in the layout are displayed, 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 and not displayed in the report.

Unchecking this option, will display additional option - Allow inserting members for input.

Allow inserting members for input

JustPerform allows inserting rows dynamically on the existing template with this option.
The option to Insert number of rows is also provided, to set the default number of rows to be Inserted upon Add
Enabling this option, activates the Plus icon in the templates, located to the right of the save button. This button allows the user to insert a new row/ column for which the option is enabled.
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.
- If an invalid member is inserted, an error message - "Invalid member Inserted" will be dispalyed.