Creating Input Snippets and Forms

Input snippets function similarly to reports but with an exceptional capability - users can enter data directly into them. Input Snippets allow users to input data into a model, similar to the Input table in the JustPerform Excel add-in. They allow users to capture data with different levels of details and structure, with layouts and field members that can be dynamically adjusted to match specific needs. Data saved in input snippets is immediately updated in the JustPerform system, ensuring real-time data accuracy. Input snippets can be created as Private or Public, with data entry supported through various sources.

Creating an Input Snippet

To create an Input Sheet snippet:

1. Navigate to the sheet or model for which you want to create snippets.
2. On the level 2 header, click the Snippets icon to initiate snippet creation.
3. Click Create Snippets and select Input.
4. Drag and drop the dimensions that you want to include in the snippet layout.
5. Specify whether you want to allow multiselect and enable user selection for each dimension, by clicking on the filter beside the dimension.
6. Once you have created the input sheet, publish and then save it.

The data will be saved to the leaf members of the dimensions that you selected.

Note: Input Snippets can be created as Private or Public snippets. Public snippets can be accessed by anyone with functional area permission, while private snippets are exclusively accessible by the user who created them.

Input Snippet Features

Enable Input to Parent Members - If this option is enabled, users will be able to enter and save data at the parent members. If there is no data at the leaf members, the entered data will be allocated equally across all members. If the leaf members already have data, the system will allocate the saved data based on their existing ratios.

Insert Columns and Rows - Once this option is enabled, users will have two choices. First, they can specify how many rows and columns should be inserted by default. They can set this in the dialog box. Second, users can right‑click any cell in the snippet and select Insert Row. A dialog box will appear where they can enter the number of rows they want to insert.

Allow Multiselect and Enable User Selection - User can Allow multiselect and Enable User Selection similar to JustPerform Add-in. Dimension with Enable User Selection can then be displayed under selection list.

Show Additional Properties - Just as in excel add-in, user can update Preference to show additional properties.

Set Reference Range - Set Range enables defining static templates by fixing row and column positions. When enabled, users specify dimension member positions and properties via Preferences. It suits static financial reports. Unchecked Set Range reverts axes to dynamic with filters and dropdowns. This ensures precise layout control for data display and retrieval.

Multi-Section Support

The multi section creation functionality is extended to input snippets. Multiple sections within an input snippet can be created, each section with varied level of detail. Sophisticated reports can be created using these sections.

Snippet Type Conversion

Input Snippets can be converted to Report Snippets and vice versa. The Field List and Report Structure panels are displayed as two separate panels, and you can drag and drop fields between the two panels.

Styles

Styles can be applied to Input Snippets, providing users with the capability to format snippets according to their preferences using the Style Toolbar.

Users will find a Style Toolbar icon appearing on the 2nd level header of the Snippet screen. Users gain access to a range of formatting options, including:

• Font and font size
• Number formatting
• Text color and background color
• Cell border
• Alignment settings
• Text wrapping and indenting

Additionally, users can choose to hide or display various elements such as grids, column headers, row headers, and the formula bar to tailor their view to the report content.

Sharing and Collaboration

Snippets facilitate the easy sharing of reports, enabling collaborative decision-making and knowledge dissemination. Snippets can be shared with filters, using the web URL. Authorized users can view the reports with their respective filters, enabling targeted analysis based on specific data details and history.

Users can save Snippets locally, ensuring offline access and sharing.