Configuring standard worksheets

To configure a worksheet:

  1. Select Configuration > Common > Worksheets.
  2. Click New.
  3. Select Standard Worksheet.
  4. Specify this information:
    Name
    The name of the worksheet to be displayed in the application.
    Display Name
    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
    The type of the report.
    Users

    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, the worksheet is enabled and can be viewed in the specified module.
    Available Offline
    If this option is set to On, the worksheet can be accessed offline using the Infor SCP Excel Add-in.
    Note: This option is enabled only if Report Source is set to Embedded.
    Module
    The module containing the worksheet in . You can specify either the cycle or the cycle and module.
    Workbook

    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

    The roles authorized to access the worksheet.

    Show in Mobile
    Indicates that the worksheet is displayed when Supply Chain Planning (SCP) is accessed in a mobile environment. See, Viewing worksheets via Mobile.
    Note: SCP can be accessed using the Infor Go app or a mobile device.
  5. Specify this information on the Data Parameters tab to pass additional parameters or data to the report:
    Name
    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.
    Description
    The description of the parameter.
    Default Value
    The default value to be passed to the report if the default value is not overridden.
    Override Value
    The override value to be passed to the report.
    Note: This replaces the Default Value. Possible values:
    • %empty%: Used to override the default value with a Null value.
    • %default%: Used to extend the default value and add extra values.
    For more details, see Worksheet parameter overrides.
    Enabled
    Determines whether the worksheet parameter is used within the worksheet.
  6. Click New to specify additional parameters.
  7. Click Submit.
Note: You can use the Edit option to modify the details of an existing worksheet.
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