Configuring multi-panel worksheets

You can create multi-panel worksheets to display multiple standard worksheets in a single screen.

To create multi-panel worksheets:

  1. Select Configuration > Common > Worksheets.
  2. Click New and select MultiPanel Worksheet. Specify this information:
    Name
    Specify the name of the worksheet.
    Display Name
    Specify the name to be displayed in the application. This is an optional field.
    Type
    The type of worksheet. This value is defaulted based on the type of worksheet selected.
    Users
    Specify the users who can access the worksheet.
    System
    If this check box is selected, the worksheet is system generated.
    Enabled
    If this check box is selected, you can view the worksheet only in the specified module.
    Module
    Specify the cycle or cycle and module linked to the worksheet.
    Workbook
    Specify the workbook that must be used to group the worksheets.
    Tags
    The tag linked to the worksheet. Select from a list of pre-defined tags displayed in the Tags window. You can link one or more tags to a calculation rule. This option is used to group common elements, which can be linked to entities such as measures or worksheets.
    Roles
    Select the roles authorized to access the worksheet.
  3. On the Layout tab, specify this information:
    First Panel Width (%)
    Specify the width of the 1st panel, as a percentage, in which the worksheet row must be displayed.
    Second Panel Width (%)
    Specify the width of the 2nd panel, as a percentage, in which the worksheet row must be displayed.
    Third Panel Width (%)
    Specify the width of the 3rd panel, as a percentage, in which the worksheet row must be displayed.
    Fourth Panel Width (%)
    Specify the width of the 4th panel, as a percentage, in which the worksheet row must be displayed.
    Row Height
    Specify the height of the row, in pixels.
  4. On the Panels tab, specify this information:
    Panel
    Specify the name of the panel.
    Note: The panel is selected based on the number of worksheet rows and panels defined for each row in the Layout tab.
    Worksheet
    Select the standard worksheet defined and enabled for the specified module.
    Layout
    Specify the location of the selected panel in the worksheet.
    Display on Load
    If this check box is selected, the panel is displayed in the location specified on the Layout tab, when you load the multi-panel worksheet.
    Note: If this check box is cleared, the panel is displayed only using a panel link, as specified on the Panel Links tab.
  5. On the Panel Links and Worksheet Parameters tabs, specify the required information, see Adding data to the Panel Links tab for a multi-panel worksheet.
  6. Click OK.
  7. Click Submit and Back to List.