Explore Pane
The Explore menu has two sections: Header and Details, which allow users to create and view stories, choose context, make user selections, and set up parameters and functions.
Header
Key functions in the Header menu:
Refresh: Available in different panes for users to refresh the template. After a modification or change is made in the template, users can refresh to get the latest version of data updated in the Excel templates. It is used to retrieve real-time information from JustPerform to the Excel interface.
Save: Similar to the Refresh button, this appears in various panes and is used in input schedules where data is entered. Users need to save the data from the Excel template back to the system for updating. It updates the data from the Excel interface to the system when this button is clicked.
Note: There is a dropdown for Refresh and Save with options to refresh/save data at the sheet level or entire workbook level. The default option when clicked will impact the sheet level, and only when required for the workbook, the dropdown option can be changed.
Data Details: Introduced for the breakdown of the cell value in reports and their audit history.
Update: Used to capture the changes made during report definition from the design pane to the Excel interface. After making any change or modification to the definition, clicking this button will update the changes successfully on the Excel interface. Changes and updates can include:
Changes in report definition, such as report name and model selection.
Changes in report layout, such as dimensions assigned to the axis, member selection, dimension properties display, report position, and so on.
Changes in report formatting setup, such as report style selection, calculated member activation, selection to show items with no data, etc.
Update saves the changes made to the definition of the functions and parameters.
Reload: Used to reload the tables and functions definition as per the selected worksheet.
Back: Navigates the user back to the previous step.
Add/Create Objects
By clicking on the button, users can create tables, parameters, and functions.
Tables: Helps a user create input or report stories. They are structured collections of related information used for various purposes, such as capturing information like drivers, balances, or reporting financials, and analyzing financial information. Tables are discussed in detail in further sections:
Structure: Each table consists of fields that define the type and structure of the data it can store. Fields can be of different data types, such as character, numeric, date, and time.
Relationships: Tables can have relationships with other tables, forming a relational database structure.
Data Manipulation: Data can be inserted, updated, deleted, and retrieved.
Table Maintenance: Allows authorized users to maintain table data, define new fields, or modify existing table structures.
Create Styles: Helps in formatting and developing styles.
Parameters: Help users build and analyze their stories while using linked fields. Flexibility to pass user context or selection of one field value as a variable to generate another dependent field value, as long as both fields have a relationship and mapping defined using the property type "Linked to property".
Functions: Creating context and offset functions to be displayed on the Excel template. Functions refer to the operations or capabilities provided by the system to display relevant information from specific tasks or processes.
Details
Displays a list of tables, functions, and parameters created in the selected worksheet, along with the user context and selection of fields based on the table definition for the sheet.