v26.05: Transactions - Tables

Transaction Tables provide flexible data tables for capturing operational data such as Actuals, imported from ERPs, uploaded via files, or entered directly through the grid. Each table is configured with its own dimensions, metrics, and layout, and supports row-level audit and data history.

Creating a Transaction Table

To create a Transaction Table:

1. Navigate to the functional area in the Explorer pane.

2. Select the + AddTransactions > Table.The Table layout side pane opens on the right with an empty data grid.

3. Enter the Name and Title on the configuration panel.

4. Add Dimensions (Global or Local) and Metrics under the Fields section.

5. Configure the Layout — assign fields to Rows or Filters as needed. Enable or disable the Allow Duplicate Rows option under Options.

6. Click Create Table on the L2 header to create the table.

   Note: Create Table is used only the first time, to create the table. To save any subsequent configuration changes (such as adding fields, changing the layout, or modifying options), click Publish.

7. Click Publish to make the table available.

Once published, users can enter data directly through the grid, import data from Excel or CSV files, or create snippets for focused data operations.

v26.05:  Saving Data from the Grid

Users can now enter, update, and save data directly from the Transaction Table grid. Previously, data could only be populated through Import and Export. With this enhancement, designers can type values into cells, insert rows in place, update existing rows, and save — without exporting and re-importing the file.

To enter and save data from the grid:

1. Open the Transaction Table.

2. Edit values directly in the grid:

   Cell type	Behavior
   Metric cells	Editable. Enter the value directly or select from the dropdown depending on the metric type. Editing overwrites the previous value.
   Local dimension cells	Editable. Type text for text-type dimensions, or select from the dropdown for List-type dimensions.
   Global dimension cells	Read-only. Cannot be edited from the grid.

   Note: Dimension cells display in grey and metric cells in white, matching the sheet grid view.

3. To insert new rows:

   1. Right-click any row and select Insert row below. The Add Rows popup opens pre-populated with Number of rows to add.

   2. Update the count if more than one row is needed.

   3. Select Add [n] Row to insert. New rows are inserted below the selected row with blank cells, and are immediately editable.

   Note: Each new row must have values for all required dimensions (global and local) and at least one metric.

4. To clear a cell value, right-click the cell and select Clear cell, or select the cell and press Del.

   Note: If all metric values in a row are cleared and saved, the row is removed from the grid after saving.

5. Select Save on the L2 header to save the changes. On successful save, the message Changes saved successfully. is displayed.

   • Save triggers validation. New rows with only dimensions selected (no metric value) are rejected.

   • When Allow Duplicate Rows is not enabled, rows that exactly match an existing global-dimension combination are rejected.

   • If multiple rows are inserted with mixed valid and invalid entries, warnings identify the invalid rows and all entries are cleared.

Note: When Allow Duplicate Rows is enabled, updating a value in a duplicate row affects only that specific row; other duplicate rows are independent. All value updates generate an audit log entry and update data history in the event log and the default snippet.

v26.05: Creating a User-Defined Input Snippet

Transaction Tables now support user-defined Input snippets. Previously, every table exposed only the three default snippets — Original Table, Entire Data, and History. Users can now create a fourth, user-defined snippet of type Input for focused data entry, import, and export against the parent table.

An Input snippet inherits its metrics, dimensions, and Allow Duplicate Rows setting from the parent table as read-only values that stay in sync automatically.

To create an Input snippet on an existing Transaction Table:

1. Open the Transaction Table.

2. Select Snippet on the L2 header. The Snippet list opens.

3. Select Create Snippet at the bottom of the list. Four snippet types are listed.

   Note: Only Input is active in this release. The other three are reserved for future use.

4. Select Input. A blank grid opens in the center, with two side panes on the right — Input Snippet Layout and Dimensions.

5. Configure the fields in the Input Snippet Layout pane:

   Parameter	Description
   Name	Internal name for the snippet. Same validation rules as Sheet snippet naming.
   Title	Display title for the snippet. Same validation rules apply.
   Functional Area	Read-only dropdown displaying the parent Transaction Table’s functional area.
   Enable Access Control	Checkbox. Selected by default.
   Private	Checkbox. Selected by default. Clear the checkbox to make the snippet public.
   Layout Type	Dropdown. Table is the only available option.
   Layout	Configure Rows and Filters sections. See note below for layout behavior.

   Note: Layout behavior depends on the parent table’s duplicates setting. When Allow Duplicate Rows is enabled on the parent table, all global dimensions, local dimensions, and metrics auto-populate in Rows and cannot be moved to Filters. When not enabled, items default to Rows; global dimensions can be moved to Filters (fixed members required when in Filters); local dimensions and metrics cannot be moved to Filters. Within the layout, items can be reordered, and Preferences can be added, edited, and reordered — same as in the parent Transaction Table.

6. Review the Dimensions pane. All entries here are read-only and mirror the parent Transaction Table:

   • Metric — lists all metrics from the parent table.

   • Dimensions — lists all global and local dimensions from the parent table.

   • Options — Allow Duplicate Rows mirrors the parent table’s setting.

   Note: Global dimensions can be expanded to view the read-only Allowed Members selection. Any change to dimensions or metrics in the parent table automatically reflects here.

7. Select Publish on the L2 header.

After publishing, the snippet appears in the Snippet list under the Public or Private tab, depending on the Private checkbox. A Save option then appears on the L2 header for saving subsequent data changes.

Note: Data entry and import in the Input snippet follow the same behavior and validations as the parent Transaction Table (see Saving Data from the Grid ).
Use the Import option on the L2 header to import data; the import flow, mapping, validation, and duplicate handling are identical to Transaction Table import.

Note: A Transaction Table can have multiple Input snippets, each independent. Snippets can be moved between Private and Public visibility through standard snippet management actions. Data saved through any snippet remains consistent and accessible across all sources.