Setting Data Context for worksheet

The worksheet contains a title bar which displays the worksheet name, the cycle name and the module name. The planning data is displayed on the worksheet based on the setting of the Data Context fields.

By default, the existing data context settings from the current session or previously persisted settings of the user for the current module are selected. Else, these default settings are displayed when you access the worksheet by selecting a cycle/module:

  • The first (most recent) accessible cycle period for the cycle/module.
  • The first (alphabetically) accessible scenario for the current cycle/module.
  • The primary item hierarchy root node or the first accessible node (primary, alphabetically) for the current cycle/ module.
  • The primary location hierarchy root node or the first accessible node (primary, alphabetically) for the current cycle/ module.
  • The primary period hierarchy root node or the first accessible node (primary, alphabetically) for the current cycle/ module.
Note: 
  • The scenario data is displayed in a worksheet view for the data context and is updated when changes are made to the fields.
  • The data context field settings are automatically saved for the current user and module.

To generate a worksheet:

  1. Select the cycle or cycle module tab option. The worksheet context is displayed in one or more panels.
  2. Specify this information in the data context fields:
    Cycle Period
    The cycle period for which the worksheet report is generated. You can select the cycle periods based on your data security rules.
    Note: Cycle periods with status Pending, Archived or Paused are not included.
    Scenario
    The planning scenario for which the worksheet report is generated. You can select the scenarios based on the scenarios that are available for the module in the cycle period.
  3. Click Search for these entities to select the required data from the related screens that are displayed:
    Item
    The items for which the planning data is calculated in the worksheet report.
    Location
    The locations for which the planning data is calculated in the worksheet report.
    Calendar
    The calendar period for which the planning data is calculated in the worksheet report.
    Note: 
    • The related screens (Item/Location/Period) for the entities displays all the applicable Item/Location/Period hierarchies for the cycle and module based, on the data security rules.
      • My Selections can exist in the Item or Location dimensions and are displayed based on the users display preference for the dimension type (Item or Location). For example, in the display preferences of a user, if Item Attribute = Name (Description), the saved Item selections are displayed as My Selection (My Selection Description).
      • My Selections for which the user has authorization to access, are only displayed.
    • You can select the Item/Location/Period by highlighting an element in the hierarchy.
    • If multiple item hierarchies are defined for the cycle and module, the list contains multiple root nodes and the top level of each applicable hierarchy is displayed. You can select the hierarchy root or drill down to the lower level.
    • You can also specify a keyword to filter elements from the hierarchy.
Related topics