Worksheet Detail Administration
Relational
You can create worksheet lines for the Schedule and custom dimensions in the Worksheet Detail Administration page.
To create data entry pages that access worksheet line detail, see "Data entry forms and views".
To facilitate setup, you can define schedules to hold the accounts that need worksheet detail lines. For custom dimensions, you can define hierarchies that contain only those members that need worksheet detail lines.
You can associate a data entry, formula schedule line, or a custom dimension member with worksheet detail. You can configure each worksheet detail member to present additional header columns where descriptive information can be specified. Once a schedule line or custom dimension member is added to the worksheet detail table, headers are added by supplying header title text.
When the header information is saved, the WS_Setup table is updated with the appropriate data. The columns data is calculated based on the number of headers specified.
This table shows the page options:
| Option | Description |
|---|---|
| Connect | List of CPM models. |
| Dimension | List of available dimensions. The Schedule dimension is the default selection. Select another dimension to access its members. |
| dimension | List of available members. The text displayed
on the button is the dimension selected from the Dimension list.
For hierarchical custom dimensions, the hierarchies are displayed. Select a schedule from the Schedule dimension or a hierarchy from the custom dimension to populate the Members list in the grid. Click anywhere outside the list to close the dialog box. |
|
Add a line to the table. |
|
Save any changes. |
|
Delete the selected item. The button is enabled when at least one row is selected. You can delete multiple lines at a time. Worksheet lines cannot be deleted if they contain data. |
|
Refresh the page to the last saved state. |
| Settings | Select the Use Descriptions check box to show member descriptions. You must refresh the browser to see the change. |
| Members | Dimension members for which worksheet line are defined. |
| Header 1 through Header 10 | Optional. Specify the column headers. You can specify up to 40 characters per column. The columns display prior to the standard period columns in the worksheet. If you specify more than 40 characters, a message is displayed. The header is truncated when the page is saved. Column headers are counted and that number is used to add columns to the worksheet details for that particular schedule. Specifying a column header is optional, note that the columns do not display if a column header is not specified. You can specify two spaces if you do not want to specify a text string. |
The number format specified for the view controls how the numbers are displayed in the columns. See Selecting the number format. If a number format is not specified for the view, the number format is derived from System Decimal Precision and the culture settings of the computer. See Database precision
Detail information
The Worksheet Detail Administration page does not require a view. This page is included in the Administration category in the CPM navigation.