Using embedded worksheets

You can configure a number of generic reports available in the application, as worksheets. Reports for any measure, in any module, can be generated using these worksheets.

After you select a worksheet, there are various methods to interact with the reports, you can:

  • Sort data, change the layout, and show or hide elements.
  • Use the Pivot Editor worksheets, which contain a number of dimensions on the rows and columns. You can define the pivot table, using the left and top dimension parameters:
    • rv_left_dim: Specifies the left dimensions that must be displayed on the rows, this is a list of the dimensions for the current cycle period module. These dimensions are separated by commas. The value one creates 1 header column, two creates 2 dimensions on the rows and so on.
    • rv_top_dim: Specifies the top dimensions that must be displayed on the columns this is a list of the dimensions for the current cycle period module. These dimensions are separated by commas. All dimensions must be unique when compared to the rv_left_dim parameter. The value one creates 1 column grouping of elements; two creates 2 dimensions on the columns and so on. At least 1 top dimension is required to display the worksheet.
    • These dimensions form the headers of the pivot.

The user can choose to view additional attribute information with the item and location elements.

  • These are defined by the user using Additional item attributes and Additional location attributes parameters:
    • rv_item_main_attr: A list of item attributes from OLAP that must be displayed, as additional header columns or rows, with each item element in the worksheet. A comma-separated list of up to 3 attributes is used. If the number of attributes is more than 3, the same are not considered. The attributes are displayed on the right of the items column (if on the left dimension) or below the items header row (if on the top dimension). If the items are not included on the pivot (left or right dimension), the parameter is ignored.
    • rv_location_main_attr: A list of location attributes from OLAP that must be displayed, as additional header columns or rows, with each location element in the worksheet. A comma-separated list of up to 3 attributes is used. If the number of attributes is more than 3, the attributes are not considered. The attributes are displayed on the right of the location column (if on the left dimension) or below the items header row (if on the top dimension). If the items are not included on the pivot (left or right dimension), the parameter is ignored.
    • Example 1: rv_left_dim = I,M. rv_top_dim = L,P. rv_item_main_attr = Color. rv_location_main_attr = Country:
      • Left dim header columns: Items, Color, Measures.
      • Top dim header rows: Locations, Country, Periods.
    • Example 2: rv_left_dim = I,L. rv_top_dim = P,M. rv_item_main_attr = Color. rv_location_main_attr = Country:
      • Left dim header columns: Items, Color, Locations, Country.
      • Top dim header rows: Measures, Periods.
    • Example 3: rv_left_dim = I,L,M. rv_top_dim = P. rv_item_main_attr = Color, Size:
      • Left dim header columns: Items, Color, Size, Locations, Measures.
      • Top dim header rows: Periods
    • Example 4: rv_left_dim = I,M. rv_top_dim = P. rv_item_main_attr = Color, rv_location_main_attr = Country:
      • Left dim header columns: Items, Color, Measures.
      • Top dim header rows: Periods.
      • Location attribute: Country is ignored as no location dimension on pivot.
  • Attributes that are not validated are not included and the additional column or header are not displayed.
  • Use the elements of each dimension as the row and column headers:
    • Elements from the item and location dimensions display the attribute specified, in the Display Preferences of a specific dimension for the current user. One-off usage: Name, Description, (Name) Description, or Description (Name).
    • The other dimensions, for which Display Preferences are not defined, the elements display a default attribute:
      • Item - description
      • Location - description
      • Period - name (period label)
      • Measure - description
      • Scenario - description
      • Pivot attributes - name
    Note: The (scenario) values are displayed in the data area of the pivot table, corresponding to the cross-section of the dimension elements and the slicer selection.