Infor Enterprise Performance Management Application Studio User Guide (Cloud)

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Overview of Application Studio

Limitations and restrictions

Structure of the Samples database

Program start and user interface

Adding connections

Editing connections

Displaying panes

Displaying the Properties pane

Positioning panes

Application Explorer

Design mode, Debug mode, and View mode

Cut, copy and paste in panes

Menus and toolbars

Specifying the language

Specifying manual or automatic calculation of formulas

Saving reports and lists automatically

Specifying report mode options

Specifying whether reports open on single or double click

Specifying the format of cell references

Specifying logging options

Showing named sets, calculations, and levels in the Database Structure pane

Data connections and database aliases

Displaying named sets

Selecting child elements

Selecting parent elements

Selecting sibling elements

Selecting all elements at a level

Structure selection functions

Displaying attributes in structure selection

Advanced list designer options

Searching for elements in Structure Selection

Using named sets

Using variables

Defining lists with Custom MDX and Edit Formula options

Using XML functions and variables in server lists

Creating and editing filters

Applying filter settings

Filtering to exclude zero values

Filtering to exclude null values

Creating a custom MDX filter

AND, OR and NOT operators

Use of formulas as filters to hide or display columns and rows

Example procedures

Using a formula as a filter to hide or display columns and rows

Filtering by caption

Filtering the element caption with a global variable

Using wildcards and global variables to filter the unique name

Using .Net regular expressions to filter

Using a regular expression in a variable

Using an object reference

Using custom MDX

Using a variable for sorting

Creating cross-hierarchical sorting with custom MDX

Creating intra-hierarchy sorting with custom MDX

Using variables to sort attributes

Enabling and disabling filters and sorts

Defining data areas

Using elements in the Data Area

Using variables in the Data Area

Intrinsic attributes

Multiple output cells in hyperblocks

Using RDB formulas instead of multiple output cells

Creating dependent relational selections with a hyperblock

Example of dependent relational selections

Using attributes in relational lists

Variable list example

Relational list designer

Displaying data fields from a relational selection

Creating calculations

Calculations limits

Managing unavailable lists and calculations

Custom hierarchies

Creating custom hierarchies

OLAP metadata hierarchy

Attributes of custom hierarchies

Description attribute of OLAP metadata hierarchy

Attributes of OLAP metadata hierarchy elements

Editing custom hierarchies

Deleting custom hierarchies

Exporting custom hierarchies

Creating a standard slice

Adding a slice to a report

Using functions to create the XML for a variable slice

Creating a variable slice

Creating a custom MDX slice

Filters in slice segments

Attributes in slice segments

Calculated slice elements

Creating a static calculated element in a slice

Creating a dynamic calculated element in a slice

Custom settings and variables

Differences between custom settings and variables

Creating and editing custom settings

Migrating custom settings

Managing values for users

Managing values for variables

Clearing variable values

Variables in the report wizard

Persistency and values

Creating report variables

Creating global variables

System variables

Using variables in SQL queries

Input and output variables

Creating and managing reports

Report design best practices

Creating a blank report

Creating a copy of a report

Duplicating a report

Creating a report from a report template

Editing reports based on templates

Creating a report based on a style sheet

Deleting reports

Copying and moving reports and folders

Searching for reports

Creating folders

Managing permissions of reports and folders

Displaying folder properties

Creating a report link

Report snapshots

Creating a report snapshot

Overwriting a report snapshot

Checking reports in and out

Recursive check-in and check-out

Enabling prompts on check-in and check-out

Checking in reports or folders

Checking out reports or folders

Undoing a check-out

Deleting report catalog objects permanently

Checking in all checked-out objects

Undoing Check-out All

Updating the structure of the Report Catalog

Defining reports

Associating list objects with lists

Renaming list objects

Referencing list objects

Deleting objects

Combo boxes vs Select Element action

Select Element action

Defining a lookup object

Replacing a combo box with a lookup object

Replacing an action in a cell with a lookup object

Creating hyperblocks

Creating hyperblocks with the Create Hyperblock dialog box

Creating multiple output cells

Using variables to specify the output format

Editing hyperblock output properties

Key output cell

Overlapping hyperblocks

Nesting hyperblocks

Formatting nested hyperblocks

Creating a style for a level

Command buttons

Inserting Text objects

Using a number format to display an image in a cell

Using an image as the content of a cell

Grouping images

Managing shared images

Managing web extensions

Object properties

Text and GlobalText properties of global variables and custom settings

Showing or hiding report content in different print and export formats

Formatting and positioning objects

General tab of list objects

Size and Position tab

Availability tab

Formatting hyperblocks

Special format string

Formatting text and shape objects

Formatting graphic objects

Formatting command buttons

Formatting numbers

Automatic number formatting

Tilde (~) number format

User-defined number formats

Conditionalized number formats

Images in number formatting

Formatting cells

Specifying the alignment of cell content

Specifying the font styles of cell content

Applying cell borders

Inserting background images

Specifying cell fill patterns and colors

Applying cell protection

Formatting with the Format Painter

Formatting charts

Formatting data series

X and Y error indicators tab

Data Labels tab

Formatting the Plot and Chart areas

Formatting the walls of 3D charts

Formatting chart legends

Format Data Labels dialog

Formatting chart axes

Format chart titles

Format axis labels

Data Labels tab

Data Tables tab

Other Options tab

Interactive and animated charts

Format tab of line and arrow objects

Specifying conditional formatting

Creating a cell value condition

Creating a formula condition

Using variables in conditional formats

Specifying the format of conditions

Specifying level-specific formats of data in hyperblocks

Applying conditional cell protection

Styles and style sheets

Editing a style

Creating a style

Deleting a style

Creating a style sheet

Assigning a style sheet to an existing report

Copying styles from a style sheet

Breaking the link between style sheet and report

Defining colors

Exporting colors

Importing colors

Reverting to the default color palette

Formatting columns and rows

Freeze areas and visible report areas

Specifying a freeze area

Specifying a visible report area

Splits and Freeze Panes

Inserting and removing a split

Removing the report background

Formatting the report background

Inserting headers and footers

Report templates

Creating a report template

Using default and fixed parameter values

Displaying a lookup list

Comments and cell notes

Creating spreadsheet comments

Creating cell notes

Working with the spreadsheet

Zooming the view in and out

Selecting cells

Deleting cells and cell content

Copying, cutting and pasting cells

Searching text on the worksheet

Inserting a series

Cutting and pasting objects

Inserting localizable text

Dynamic reports

Inserting page breaks

Web extensions, charts, and sparklines

Creating charts

Data in columns and data in rows

Using Additional Graphics

Gradients and other options

The Pattern tab

Formatting overrides

Printing charts

Creating sparklines

Basing a sparkline on descendants

Basing a sparkline on children

Creating a sparkline from spreadsheet data

Editing sparklines

Deleting sparklines

Inserting web extensions

Trusted web extension examples

Usage and example

Rich text editor

Usage and example

Write back to OLAP

Usage and example

Usage and example

Usage and example

Usage and example

Usage and example

Usage and example

Usage and example

Configuring the Main report

Configuring the Change color report

Usage and example

Configuring the tab control report

Configuring the tab control web extension

Notification banner

Usage and example

Configuring the notification banner report

Configuring the notification banner web extension

Repository image viewer

Usage and example

Configuring the repository image viewer

Usage and example

Functions and formulas

Specifying formulas

Creating CELLGET formulas in the Edit OLAP Formula wizard

Creating ROC and RWC formulas in the Edit OLAP Formula wizard

Creating ROA and RWA formulas in the Edit OLAP Formula wizard

Creating ROK formulas in the Edit OLAP Formula wizard

Creating NOTEGET formulas with the Edit OLAP Formula wizard

Creating RON and RWN formulas in the Edit OLAP Formula wizard

Creating CELLPROPERTYGET formulas in the Edit OLAP Formula wizard

Creating SLICEGET formulas in the Edit OLAP Formula wizard

Creating RDB and RWDB formulas in the Edit OLAP Formula wizard

Editing formulas in the Edit OLAP Formula wizard

Editing formulas manually

Formulas for neutral culture support

ADDSLICEAXISATTRIBUTES

ADDSLICEAXISATTRIBUTESA

ADDSLICEAXISATTRIBUTESORT

ADDSLICEAXISLIMIT

ADDSLICEAXISRANKING

ADDSLICEAXISVALUESORT

CELLPROPERTYGET

CELLPROPERTYWRITE

CLIENTTIMESHIFT

CREATESLICEAXIS

CREATESLICEDEFINITION

CREATESLICELIST

CREATESLICELISTS

CREATESLICELISTSEGMENT

CREATESLICETUPLESEGMENTS

Update, insert, and the ? character in DBEXECUTE

DELETEATTACHMENT

EXTRACTPROPERTIES

EXTRACTPROPERTIESBYFILTER

FINDKEYSBYFILTER

FINDKEYSBYFILTERA

GETENVIRONMENTINFO

GETPROPERTYVALUES

GETPROPERTYVALUESA

GETPROPERTYVALUESTABLE

GROWTHX and GROWTHY

INSERTSLICEAXISATTRIBUTESORT

INSERTSLICEAXISRANKING

INSERTSLICEAXISVALUESORT

LINESTB, LINESTM, LINESTR

LOGESTB, LOGESTM, LOGESTR

MEMBERGET parameters

MERGEPROPERTIES

MULTISELECTCHANGEAGGREGATION

MULTISELECTCREATE

MULTISELECTGETMEMBERS

MULTISELECTGETMEMBERSSIMPLE

MULTISELECTGETMEMBERSSIMPLEA

MULTISELECTREMOVE

NFMTFROMNEUTRAL

REFRESHOLAPMETADATA

SERVERTIMESHIFT

SLICEADDAXISFILTERS

Properties of slice axis filters

SLICECREATCALCULATEDMEMBERS

SLICECREATECALCULATEDMEMBERSXML

SPLITELEMENTNAMES

STYLENUMBERFORMAT

TRANSLATESTRING

TRANSLATEUNIQUESTRING

VALIDATESLICERS

Optional OLAP cell properties

Set parameters action

Jump to dashboard action

Export report action

Export report book action

Select element action

Open report dialog action

Open content connection dialog action

Close dialog action

Drillback action

Drillbacks to and from dashboards in Infor OS Portal

Drillbacks to and from dashboards in Infor MIng.le

Application Engine process action

Upload attachment action

Delete attachment action

Open attachment action

Copy report parameters action

Open Ad-hoc report action

Chart click restrictions

Application Engine process debugger

Defining actions

Optional inputs of actions

Local action variables

Using on log-in actions to define global variables

Defining global formula function actions

Specifying jump inputs

Specifying the value of the Target Report input

Copying actions

Debugging actions

Specifying command texts, command images, and separators in action menus

Specifying parameter settings

Specifying the refresh behavior of reports in the web

Specifying a custom refresh in the web

Enforcing recalculation of whole report

Risks, limitations and known issues

Designing for dashboards and Homepages

Report sizing options

Specifying report size

Report thumbnails

Report parameters and dashboards

Report parameter example

Global variables and custom settings in Dashboards

Using combo boxes as filters

Using XML variables with filter dimensions

Tuple report parameter

Dashboard jumps

Setting the state of a target dashboard

Triggering actions from parameter changes

Hiding reports from report viewers

Creating widgets for Dashboards and Homepages

Creating a style sheet for widgets

Creating a template for widgets

Report parameters

Troubleshooting report dependencies and properties

Report properties

Analyzing report dependencies

Customizing and extending applications

Customizing protected Infor applications

Customizing restricted Infor applications

Custom applications

Safe SQL functions, operations, and tokens

Writing back values

Methods of distributing values to consolidated cell values

Syntax support by provider

Writing back with copy and paste from Microsoft Excel

Relational writeback

Immediate and manual writeback

Exporting, importing and printing

Exporting a report and its dependencies

Importing a report and its dependencies

Exporting a report definition to XML

Importing an XML report definition

Exporting a report to PDF

Exporting a report to MS Excel

Unsupported functions in exports to MS Excel

Exporting a report to MS PowerPoint

Exporting a report as an image

Exporting a report book

Exporting a report book from API

ExportSynchronous operation

StartAsynchronousExport operation

GetAsynchronousExportStatus operation

GetAsynchronousExportResult operation

CancelAsynchronousExport operation

A book export profile

Exporting a report book definition

Importing a report book definition

Importing an application component

Printing a single report

Printing the current report or a report book with the print wizard

Specifying the page setup

Exporting application components overview

Packaging reports for an Infor EPM application

Report examples and exercises

Data Area examples and sample reports

Hyperblocks 1, 2 and 3

Hyperblocks 4, 5 and 6

Exercise - creating the template for report RP005

Exercise - creating a report from the RP005 sample template

Using OFFSET to reference hyperblocks

Using MOD and ROW to format hyperblocks

Combination charts

Combination charts - Example 1

Combination charts - Example 2

Combination charts - Example 3

Examples of actions

Using actions to jump to other reports

Using actions to restructure a list

Setting a variable and writing back a value with the Edited Cell action

Using a Set Parameters action to resize a report object

Open dialog and Close dialog actions

Recalculating a report after an action runs

Using actions with web extensions

Drillback from a dashboard to an application in Infor OS Portal

Drillback from a dashboard to an application in Infor Ming.le

Drillback to a dashboard

Using arguments in a formula function action

Open Ad-hoc report action

Examples of custom hierarchies

Creating ascending or descending sorts in a report

Navigating between reports

Changing the format of numbers in a report

Navigating between reports from a list containing multiple links to the same reports

Navigating from multiple menu items to a single report

Using the OLAP metadata hierarchy to select different views within a report

Creating a list of slice dimensions with the OLAP metadata hierarchy

Example of a manually created slice

Example of SLICEAXISADDFILTERS

Example of a dynamic calculated slice element

Examples of formulas to control object properties and visibility

Using formulas and one XML variable to control multiple objects

Using a single formula to hide rows in a report

Example of using WBC with the #COPY writeback method

Creating the report

Example - controlling dependent lists with variables

Example of creating variable width hyperblocks

application component

application key

application processes package

check in and check out

conditional formatting

content developer

custom hierarchies

database independent reporting

data connection

design, view, and debug modes

intrinsic attributes

key performance indicator (kpi)

multidimensional databases

multilingual string

null and zero values

OLAP metadata hierarchy

performance management

ragged hierarchy

relational list

relational reporting

report templates

sealed application

string hierarchy

structure selection

widget communication

Links
docs.infor.com
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