Plan Customization Settings
Use the Plan Customization Settings page to perform these tasks:
- Change the format strings used for numbers.
- Create a custom extract.
- Change a data source.
To open the Plan Customization Settings page, in Infor BI Dashboards, select .
This table describes the fields:
| Field | Description |
|---|---|
| Select the data source | List of data sources. |
| Suffix for Representative Member Captions | Specify the suffix to append to representative member names. Representative members are child members specifically meant to hold data for the parent. The default is - data. |
Update Format Strings for Numbers
Use this section to specify the formats to use for the various types of measure numbers. These are used when displaying the actual and target values for a measure in reports. For example, in defining a measure for a plan object, you can specify that values are to have a currency format. This step defines what that currency format is.
This information in this section is only needed when creating a shell database.
The regional settings for the number format are automatically displayed, such as 2.154,3 in Europe and 2,154.3 in the U.S., based on the regional setting on the client computer. You do not need to specify different formats. The formats specified here are automatically converted.
You can specify and display numbers in the local number format.
The section fields are:
| Field | Description |
|---|---|
| Number Type | Displays the number type. |
| Format String | Specify the number format string. A number
format string consists of a format for positive values and two optional formats
for negative and zero values. The format is:
<positive format >{;<negative format >}{;<zero string>} The maximum number of digits to the right of the decimal point is seven. See "Customizing the number format string" for further information. |
| Positive | Displays how the number format string will look as a positive number. |
| Negative | Displays how the number format string will look as a negative number. |
| Save | Save any changes. |
Set Custom Extraction
Use this section to create a custom extract that is used to export data, structure, properties, attachment, and measure definitions to a report. The custom extraction is displayed in the Custom Report list on the Export Report tab.
The section fields are:
| Field | Description |
|---|---|
| Custom Extract | List of custom extracts. There are a number of predefined custom extracts that you can use. |
| Name | Specify the name for the custom extract. |
|
Add a custom extract. After adding, change the name and provide a description of the extract. |
|
Delete the selected custom extract. |
| Description | Optional. Specify a description for the custom extract. |
| MDX | Specify the MDX code. |
| XSL | Specify the XSL code. |
| Save | Save any changes. |
| Clear | Clear the selected tab. |
| Available to users | Select this check box to make the extract available to all users. |
Edit Data Sources
Use this section to add, edit, or delete a data source for a SQL table.
| Field | Description |
|---|---|
| Select data source | List of data sources. |
| Name | Specify the data source name. |
|
|
Add a data source. |
|
|
Delete the selected data source. |
| Connect String | Specify the connection string. For example: Provider=SQLOLEDB;Data Source=localhost;Database=Traditional Sample SQL;UID=admin;Password=password;Timeout=0 |
| Save | Save any changes. |