Options

Click Options in the Extras group on the ribbon.

In the Options dialog you determine how reports, element names and error messages are displayed and which language is used in Office Plus. The dialog has either four or five tabs according to whether the OLAP add-in is enabled.

See OLAP add-in.

The first tab has different options, and is labeled according to the type of report that is open. If no report is open it is labeled "Report".

The Report tab

The tab is labeled according to whether an Ad-hoc or Alea Ad-hoc report is open. If a Formula report, or no report is open, it is labeled 'Report'.
Setting Description
Show borders Draws a frame around the line and column elements.
Merge Labels Displays the element names over the complete width of the adjacent dimensions or lists.
Resize row captions automatically Adjusts the width of the element names in the rows to the required width.
Indent The selected value specifies the indent of the element names of the levels.
Column width Specifies a fixed column width (the check box is only active, if Fit column width automatically is not selected).
Adjust column width automatically Adjusts the columns width to the width of the values. If you convert an Ad-hoc report to a formula report, using MDX.Execute and then hide some columns, they will be displayed when you refresh the report. This does not happen if you manually set the column width.
Use Template If you select this, the template that has been selected in the text box underneath is used. To choose a different template, click the button.
Number format This option is only available if Use Template is not selected. It opens the Number tab of the Format Cells dialog. Specify the number format to be used in cells - e.g. date, currency etc.

This option is not visible if the OLAP add-in is disabled.

See OLAP add-in

Show cell notes Clear this option to prevent the display of cell notes in all types of report. See these topics:
Save As Default You can make changes to the report settings and save them as the default for new reports. The new settings affect Ad-hoc reports and (as far as they apply) Alea Ad-hoc reports (Alea Ad-hoc reports do not support all the same settings as Ad-hoc reports).
Restore Default If you have created new default settings, and then make further changes, you can revert to your new default settings with this button.

Not available in Alea Ad-hoc reports

Show slice-dimensions Shows the slice-dimensions as headers in an Ad-hoc report.

Disabled for Alea Ad-hoc reports.

Show slice-dimensions horizontally Shows the slice-dimensions horizontally across the top of an Ad-hoc report.

Disabled for Alea Ad-hoc reports.

Freeze panes This option ensures that column and row headings remain visible when you scroll horizontally or vertically in an ad-hoc report.
Display mode Here you specify whether a chart is used and whether it is displayed above or below the data on which it is based. These options are not available under Infor CPM Relational Provider database aliases.

Disabled for Alea Ad-hoc reports.

Chart width and Chart height If an ad-hoc report displays a chart, you can specify how many rows and columns the chart occupies.
Chart type When you use a chart, you can choose the chart type to be displayed. You cannot add a chart to a formula report, if you use the conversion formulas CELL.GETF or CELL.GETFC because the server transfers the data as strings).

Disabled for Alea Ad-hoc reports.

The Captions and Error Values tab

Setting Description
Show empty cells (#NA) as By default, <NA> is used in reports to represent empty cells. You can specify a different representation for empty cells.
Show error cells (#VALUE) as By default, <ERROR> is used to indicate cells containing an error. You can enter a different representation for error cells.
Caption style Specify how the names of elements or attributes are displayed in the report. E.g. "Caption with drilldown indicator", "Attribute", "Unique Name " etc.
Button caption style Specify how the names of dimensions and hierarchies are displayed on their buttons in Ad-hoc reports. You can select Name, Unique name, or Dimension name and hierarchy name.
Save As Default Click to use the settings of the tab as the default for new Ad-hoc Reports.
Restore Default If you have created new default settings, and then make further changes, you can revert to your new default settings with this button.

The Dimension Browser tab

This tab is not available if the OLAP add-in is disabled.

See OLAP add-in.

On the Dimension Browser tab you can select options for the display of the dimension’s structure, its elements and attribute tables in the Dimension Browser and for the selection of elements. The options are in three sections, Start with, Element selection and Other.

Start with

The default setting is Hierarchical view. In this view, only the top level element of the dimension is displayed. You can then drill down to expand the hierarchy and reveal elements at other levels. The Flat view option lists all the elements, without their hierarchical structure.

Element selection

You mark elements with a tick in the Dimension Browser to select them for display in an Alea Ad-hoc report. By default, you then need to specify that the marked elements should be kept.

See Marking elements for display.

Choose from these options:

  • Click the name to mark an element - If this is not selected, you have to click to the left of an element in order to mark it.
  • Keep marked elements when OK is clicked - by default, if you have selected elements for display, you must then click the Keep Marked Elements button before you click OK. Marked elements are then automatically kept when you close the browser. These two functions for the Dimension Browser work only in conjunction with this function:
  • Mark elements when browser opens - This option can be useful if you are working with a large selection of elements which you want to modify only slightly. It is important to note that only visible elements are marked. The children of consolidated elements are not marked unless you have first expanded the consolidated element in the browser.
  • Mark visible elements when Show All Elements is clicked - the Dimension Browser contains a Show All Elements button which fully expands a hierarchy to display all elements. This option also marks all the visible elements.

Other

A dimension can have a number of attributes associated with it. In the Dimension Browser you can specify which of the attributes are displayed in an Alea Ad-hoc report. If you select the Save attribute table layout check box, changes that you make to the layout in the Dimension Browser are automatically saved when you click OK to close the browser. If you do not select the check box, a Save attribute table layout button is enabled in the Dimension Browser. You must click the button to save your changes, otherwise your changes are lost if you click OK to close the browser.

If you select the Display children when consolidated elements are expanded option, the display of children will be adjusted every time you expand a consolidated element so that all the children are displayed.

The Calculation tab

Setting Description
Recalculate Ad-hoc reports automatically Changes to Ad-hoc reports are calculated automatically. If this check box is cleared, press <F9> to recalculate the report.
Recalculate Alea Ad-hoc reports automatically The data in Alea Ad-hoc reports updates as you select different elements. Clear the check box if you want to update reports by pressing <F9> or Shift+F9.

This option is not available if the OLAP add-in is disabled.

See OLAP add-in.

If this option is enabled, Alea Ad-hco reports are always recalculated after writeback. If the option is disabled, then the selected Splasher options are applied.

Enable manual calculation in Microsoft Excel when Office Plus starts This turns off automatic calculation in Excel when Office Plus opens. Press <F9> or Shift+F9 to update formula reports. <F9> updates all sheets in all open workbooks. Shift+F9 updates only the active sheet.
Validate elements in Ad-hoc report slice-dimensions Checks that the elements displayed in slice-dimensions are those that are selected in the List Designer. The element displayed in the slice- dimension changes to reflect changes in the definition of the list. This can make report calculation slower.
Maximum number of cells in Alea Ad-hoc report The greater the number of cells and calculations in an Alea Ad-hoc report, the longer it takes to calculate. If a report contains more than 2000 cells, a message warns that calculation may take some time. You can set a higher or lower threshold for when the warning is displayed.

This option is not available if the OLAP add-in is disabled.

Maximum number of list elements in Ad-hoc report By default, a maximum of 100 list elements are displayed. You can increase or decrease this figure here.
Empty suppression on crossjoin Suppress calculated elements using "NonEmptyCrossjoin" (fast): the MDX-function "NonEmptyCrossjoin" is used in Empty Suppression. Its effect is that empty suppression is executed quickly, but calculated elements are automatically filtered out.

Include calculated elements: using the MDX functions "Filter", "Crossjoin" and "IsEmpty" in empty suppression looks for empty values in all elements, including calculated elements. Calculated elements are not filtered out. If you choose this option, empty suppression may take some time.

The General tab

Setting Description
Language Choose the language of the user interface (changes take effect when you restart Office Plus). The report names, names of calculations and lists are displayed in this language, if a translation is available.
Auto-login to repository Log on automatically to the repository to which you most recently logged on. The Log Off button is displayed in the Office Plus group on the ribbon instead of theLog On button.

But, if Save password has not been selected in the Log On dialog, then the Log On dialog is displayed.

See Logging on.

Suppression (on Ad-hoc report creation) Specify one of these options as the default for new ad-hoc reports:
  • No Suppression: Empty cells, and cells which contain zero values, are not suppressed.
  • Suppress Empty: Suppresses empty cells but not cells which contain zero values.
  • Suppress Zero and Empty Rows and Columns: Suppresses all empty cells and all cells which contain zero values
  • Suppress Empty Rows: Suppresses rows which contain only empty cells.
  • Suppress Zero and Empty Rows: Suppresses rows which contain only empty or zero values.

If required, you can change the mode of suppression in an individual ad-hoc report, without changing the default.

See Ad-hoc Report.

Favorite folder This field is optional. The folder specified by the path in this field is added to Favorites in Microsoft Windows. This is the default path:

C:\Users\Public\Documents\Infor\BI\Local Reports.

If you specify a path to a different folder, that folder is added to Favorites too.

Template folder

Path to where templates are stored. The default location is C:\Program Files\Infor BI\OLAP\Templates.

To use templates in a different location:

  1. Open the Templates folder in the Report Catalog and delete the template reports.
  2. Specify the path to the templates to use.
  3. Log off.
  4. Log on.
Import folder Path to where files to be imported are stored. This option is not available if the OLAP add-in is disabled.

See OLAP add-in.

Export folder The location where exported files are stored. This option is not available if the OLAP add-in is disabled.

See OLAP add-in.

Log file Path to the file where errors are logged. This option is not available if the OLAP add-in is disabled .
Slice-dimensions Dimensions or hierarchies that are not used in the rows or columns of an Ad-hoc report can be used as slice-dimensions. You can select:
  • All dimensions
  • All hierarchies
  • Add manually.

You can drag slice-dimensions into a report from the Ad-hoc Report Designer.

These options are also in the Options section of the New Ad-hoc report dialog.

See Ad-hoc reports.

Save data when logging off from local Infor OLAP server By default, changes to the database are saved automatically when you log off from a database alias. If you clear the check box, you are asked if you want to save changes.

See Saving options.

This option is not available if the OLAP add-in is disabled.

Load OLAP Splasher when starting Office Plus Select to make the Splasher available for writing back values in Alea Ad-hoc reports. You can then enable the Splasher by selecting Infor BI Office Plus > Database > Splasher Options.

This option is not available if the OLAP add-in is disabled.

Saving options

While you work on a local server you can choose how changes to the data are saved. By default, they are saved automatically. To save them manually:

  1. Select Options General .
  2. Clear the Save data when logging off from local OLAP server check box.

Saving manually can be useful if you are making experimental changes to the data (for example, entering forecast figures) and do not wish to save them permanently.