Pivot Editor report

You can configure an embedded worksheet based on a Pivot Editor report. The Pivot report is a tabular report of dimensions on rows and columns and the data is displayed based on the parameters or the contextual data. The report also contains a graph (optional) below the pivot area. The application's embedded grid control, with predefined report layouts, is used to display the worksheet.

To configure embedded worksheets:

  1. Select Configuration > Common > Worksheet.
  2. Click New and select Standard Worksheet.
  3. Specify this information on the Details tab:
    Name
    The name of the worksheet.
    Display Name
    The name to be displayed in the application.
    Report Source
    The source of the report based on which the worksheet is configured. Select Embedded.
    Report
    The type of report. Select Pivot Editor.
    System
    If this option is set to On, the worksheet is system-defined.
    Enabled
    If this option is set to On, you can view the worksheet in the specified module.
    Available Offline
    This option is disabled when the report is set to Pivot Editor.
    Module
    The cycle or cycle and module in which the worksheet can be viewed.
    Workbook
    Select a workbook from the selected module or specify a new workbook. The workbooks are used to group the worksheets defined for the selected module.
    Tags
    The tags for the worksheets. These are used to group common configuration elements such as calculation rules or measures.
    Users
    The users authorized to access the worksheet.
    Note: By default, the current user is selected.
    Roles
    The list of roles authorized to access the worksheet.
    Note: By default, the current user is selected, if no users or roles are defined.
  4. Click on the Parameters tab to define additional data parameters for the worksheet.
  5. Click New.
  6. Specify this information in the Worksheet Parameter window:
    Name
    The parameter name that must be set for the report. These parameters are applicable for the Pivot Editor report:
    • Measure parameter
    • Item and Location parameter
    • Period parameter
    • Scenario parameter
    • Layout and Behavior parameter
    • History parameter
    • Chart parameter
    • Map Chart parameter
    • Chart Filter parameter
    Description
    The description for the parameter.
    Value
    The data that must be included in the report for the selected parameter.
    Enabled
    If this option is set to On, the parameter is used in the worksheet.
  7. Specify the chart options for the worksheet on the Charting tab:
    Parameter
    Select the parameters that must be set for the report.
    Value
    The data that must be included in the report for the selected parameter.
    Enabled
    If this check box is set to On, the parameter is used in the worksheet.
  8. Click Save.