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Creating Sheets

Create a Standard Sheet

  1. Navigate to a functional area in the Explorer and click the plus icon beside it and select Sheets.

    Or click on the functional area to open it. Then in the Catalog tab, hover over the functional area name to reveal the floating toolbar, click on the plus icon, and select Sheets.

    A new Sheets tab opens with the Sheet Layout and Fields panes on the right side.

  2. In the Fields pane, add any dimensions from the same space by clicking the plus icon beside Dimensions. Select the required dimensions in the popup, and then click OKAY. The dimensions will appear in the Fields pane and in the Filters layout of the Sheet Layout pane.

  3. Drag and drop dimensions to Rows/Columns and apply selection. By default, all dimensions added will be shown in Filters except Metrics (which is in Rows by default. The default selection for Rows/Columns will be Current Member and Leaf Member of FA Context (Functional Area Context). The selection for Filters will be the Current member of FA Context. Users can change to Fixed Selection or keep FA Context. Only FA Context will be shown under the selection bar. If the Dimension selection is changed to a fixed member, it will be removed from the selection bar. All context member selections will be single select except Metrics. Users can select multiple metrics using checkboxes.

  4. Publish the sheet by clicking Create Sheet on the level 2 header.

Create a Multi-Section Sheet

  1. In an existing sheet, go to the Fields pane and select Allow Multiple Sections. Following this, the dimensions will update to show Section 1 and an option to Add Section. The Sheet Layout pane will also change the Layout Type to Shared Row Axis.

  2. Click Add Section in the Fields pane. In Section 2, dimensions the same as in Section 1 will be added by default. They can be removed, and new dimensions can also be added. Metrics in Section 2 onwards are not created by default and must be created manually.

  3. After dimensions and metrics in the new section are set up, change the Layout Type as needed. Use Shared Row Axis if dimensions in rows are to be shared, or Shared Column Axis if dimensions in columns are to be shared.

  4. Move dimensions in the layout as desired, with shared dimensions in the respective shared axis (i.e., in Rows if the layout type is Shared Row Axis and in Columns if the layout type is Shared Column Axis). The non-shared dimensions can be moved to either the filter or the non-shared axis. Note that metrics cannot be used in a shared axis.

  5. Click Refresh.

  6. To save any modifications to the sheet layout, click Publish.

Calculated Members

  1. In an existing sheet, go to the Sheet Layout pane, click the f(x) icon beside Row or Column, depending on where the calculation is to be created.

  2. In the Calculated Members popup, click Add, then expand Calculation 1.

  3. Select the dimension from the dropdown, edit the Member ID if needed, and enter a description. Select the position of the calculation; for positions Before and After, a reference member should be selected.

  4. Enter the formula in the cell and click Pick from cell. The selected cell formula will show in the Formula textbox.

  5. Click Refresh to view the result after the calculation logic is applied.

  6. Click Publish to save the calculation.

Consolidate Data in Sheets

  1. Ensure you have the mandatory dimensions required for consolidation added to the sheet. Then, select Consolidation Data in Sheet from the Options section in the Fields pane of the sheet.

  2. Under this option, select the rules you want to include in the consolidation process.

  3. To enable the rule, click the Sheet Details icon on the level 2 header. In the Sheet Details page, go to the Features tab. Select any of the listed rules and click on it. In the Feature Details pane that opens on the right, select Enable and SAVE. The toggle switch will indicate the rule is enabled.

  4. To update and explore details of the rule, click the Expand icon. You can run the rule from this page using the Play option on the level 2 header.

  5. You can also run the rule by clicking the Play icon for the rule in the Features tab. Select the target Time and Version members and click Run.

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