Skip to main content

Sheet Details: Fields Pane

The Fields pane contains metrics and dimensions included in the sheet. New metrics and dimensions can be added to the sheet from here. Additionally, selections for allowed members can be set by collapsing the dimensions. You can create a new metric or import a metric from a different sheet.

Below the Metric and Dimensions sections are Options. Options are powerful additional features that can enhance sheet capabilities.

Operations on Metrics

Expand: Expand the Metric node to view existing metrics and their types. Metrics within the sheet will show only the metric name, while linked metrics will be displayed as Sheet_Name.Metric_Name. All metrics will have the metric data type to their left.

Add Metrics: Click the plus button beside Metric and select Add Metrics. The popup allows the creation of new metrics by entering the Metric Name and Data Type. Upon saving, the newly created and existing metrics will appear in the metrics section.

Link Metrics: Click the plus button beside Metric and select Link Metrics, a selector opens. From here, existing metrics from different sheets can be imported and used in the sheet as linked metrics.

More: The ellipsis button for a metric includes the following selections:

  • Remove: Removes the metric from the sheet.
  • Move Down: Moves the metric up in sequence.
  • Move Up: Moves the metric down in sequence.

Operations on Dimensions

Add Dimensions: Click the plus button beside Dimensions. In the popup, select from available dimensions by checking the checkbox beside them. Click OK. Dimensions will be added and appear in the Dimensions section.

Allow Members: Expand a dimension by clicking the angle-right button on the left of the dimension. Here you can select the members you want to allow from the dropdown. The available options are:

  • Any: All members in the dimension will be available for input/report. For example, for Customer, all members are allowed.
  • Selective: Allowed members will be filtered by Group Type or Subdimension Type Property. In the Where dropdown, select the property. Only one property can be selected. In the Equals To dropdown, select the property value you want to allow. Multiple values can be selected here. For example, for Product, Selection is the property and Standard is the property member.

More: The ellipsis button includes the following selections:

  • Remove: To remove the dimension from sheet.
  • Move Down: To move the dimension up in sequence.
  • Move Up: To move the dimension down in sequence.

Allow Multiple Sections

The Allow Multiple Sections option enables multi‑section functionality within a sheet. Users can add more sections to the sheet. If the sheet has more than one section, the metrics and dimensions in each section are separated accordingly. Dimensions and metrics in each section can be removed, moved up, or moved down using the ellipsis button.

Consolidate Data in Sheet

Consolidate Data in Sheet allows you to create and run consolidation rules directly within the sheet. It provides a simple way to set up and run data consolidation rules for sheet data. As of now, the Carry Forward rule is available, enabling you to automatically transfer closing balances from the previous year to the opening balances of the new year.

To enable this option, the sheet must contain the dimensions required for consolidation operations. These dimensions include: Version, Time, Account, Flow, Organization Unit, Dataset, and Group (Currency).

Other Options in Fields Pane

  • Auto-translate row axis heading: Select this option if you want the column header in snippets to be translated as well. The system will get the translation from the Dimension or Property description and shows them in snippets.

Under consolidation, you will see these options:

  • Maintain as YTD Balance: Stores data in the sheet using a Year-to-Date (YTD) format. Profit and Loss data will reflect the year-to-date value for each month.
  • Track Interco detail: Enables tracking of trading partner data within the sheet. When this option is activated, the Trading Partners dimension type is required.
  • Enable Auto Journals and Elimination: Allows the use of automatic journal entries and elimination rules within the sheet.

Was this article helpful?

We're sorry to hear that.