Viewing worksheets
Using the cycle and cycle module tab option, you can display the worksheet reports. Worksheets are converted to cube-style (OLAP Server) reports embedded in the cycle or cycle module's page.
The worksheet options are displayed on these toolbars:
- Main Toolbar
- Secondary toolbar
| Icon | Description |
|---|---|
| Refresh Worksheet |
Update the data context fields to automatically refresh the report's contents. See, Viewing worksheets. |
| Execute Macro | Manually run a macro for the scenario on the Execute Macro page and select this option. |
| Scenario Import Displays a list of audit log messages for the cycle period and scenario on the | Import scenario data to the current scenario on the Scenario Import Import Scenario Data page. |
| Scenario Export | Export scenario data from the current scenario on the Export Scenario Data page. |
| Notes | View a list of notes on the Notes page. |
| Scenario Details | Display the scenario details on the Scenario Details page. |
| Scenario History | View the editing history for the scenario on the Scenario History page. |
| My Events | Displays the user's tasks and events on the My Events page. |
| Audit Log | Scenario Import Displays a list of audit log messages for the cycle period and scenario on the the cycle period and scenario on the Audit Log page. |
| Edit Worksheet Parameters | Edit the parameters for a worksheet. |
| Save Scenario Changes | Save the changes made to the editable scenario. Therefore, the scenario is not editable and worksheets for the scenario on the relevant cycle or cycle module tab are read-only for a user. |
| Discard Scenario Changes | Discard the changes made to the editable scenario. |
| Expand to Fit Window | The current worksheet panel is displayed in the entire area of the browser, allowing the user to view more columns or rows of the pivot table, or expand the chart area, as required. |
| Worksheet Settings | Hide the data context fields to expand the worksheet report. Click the icon and clear Show Data Context check box. |
| Icon | Description |
|---|---|
| Recalculate Worksheet | Recalculate the changed planning data in the worksheet report for an editable scenario. |
| Discard Edits Since Last Worksheet Calculation | Discard the changes made in the earlier calculation the worksheet data. |
| Export to Excel | Generate an Excel export version of the
worksheet report. Note: The KPI measure format is not supported, only numbers
are generated. The 'total' and 'insertBlank' options in measure formats are
only implemented for rows (that is when measures are defined for the rows in
the grid).
|
| Generate a PDF export version of the
worksheet report. Note: The KPI measure format is not supported, only numbers
are generated. The 'total' and 'insertBlank' options in measure formats are
only implemented for rows (that is when measures are defined for the rows in
the grid).
|
|
| Add Note | Export to PDF Link additional notes on the Export to PDF nullnullNew Notenull page. |
| Fit Forecast using default engine | If the worksheet, Report Source = Embedded and
Report = pivot_editor and the
rv_forecast_settings parameter is specified, the
option to call a forecast using the default engine is displayed.
|
| Fit Forecast with options | If the worksheet, Report Source = Embedded and
Report = pivot_editor and the
rv_forecast_settings parameter is specified, the
option to call a forecast using the specified options is displayed.
|
| Edit Worksheet Parameters | Edit the parameters for a worksheet. |
| Find out more | View additional information of the worksheet or record. |
| Expand to fit pane | The current worksheet data is displayed in the entire area of the panel. |
| Show/Hide Toolbar | Show or the hide the toolbar. |