Configuring standard worksheets

To create a worksheet:

  1. Select Configuration > Common > Worksheet.
  2. Click New.
  3. Select Standard Worksheet. Specify this information:
    Name
    Specify the name of the worksheet to be displayed in the application.
    Display Name
    Specify the name to be displayed in the application. This is an optional field.
    ReportSource
    The source of the report based on which the worksheet is configured. Select Repository or Embedded.

    See, Filtered Detail and Query (MDX) report.

    Report
    Specify the type of the report.
    Users

    Specify the users authorized to access the worksheet.

    System
    If this check box is selected, the worksheet is system-defined.
    Enabled
    If this check box is selected, you can view the worksheet in the specified module.
    Available Offline
    If this option is set to On, you can access the worksheet offline using the Infor SCP Excel Add-in.
    Note: This option is enabled only if you set the Report Source to Embedded.
    Module
    Select the module containing the worksheet in SCP. Specify the cycle or the cycle and module.
    Workbook

    Specify the grouping workbook to be used when listing the worksheets for this module. Workbooks are displayed in the dynamic menu of a module's Viewing worksheets page.

    Tags
    The tag linked to calculation rule. 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 individual configuration entities such as worksheets or measures.
    Roles

    Specify the roles authorized to access the worksheet.

  4. To pass additional parameters or data to the report, on the Data Parameters tab, specify this information:
    Description
    Specify a description of the parameter.
    Value
    Specify the values to be passed, when the report is viewed.
    Report Parameter Name
    Specify the name of the parameter in the SCP worksheet repository, to which the value is passed. This parameter name is based on the predefined variables in the OLAP Server report definition.
  5. To specify additional parameters, click New.
  6. Click Submit.
Note: You can use the Edit option to modify the details of an existing worksheet.
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