Viewing Notes in an embedded worksheet

To view the Notes, select a standard worksheet for which the report source is Embedded, and report type is Note, in the respective module. A page is displayed which comprises of a with a summary section and two tabs; Details and Context.

This information is displayed in the Summary section:

• Note Summary
• Priority
• Note Type
• Date

You can also view the Note in a tabular format, using the Filter Grid option available on the worksheet toolbar.

The worksheet toolbar also contains these options:

• Refresh
• Hide Details: This option is available on Filter Grid view
• Edit Worksheet parameter
• Find out more
• Expand to Fit Pane

You can use the Notes filter options (Worksheet and Others) to determine, if the notes are worksheet context based and/or not based on a worksheet or context. By default, the Worksheet option is set to On and the Others option is set to Off.

Notes can be created from these sources:

• Type 1: Cycle Period Note (Cycle) – Other Category
• Type 2: Scenario Note (Cycle, Scenario) – Other Category
• Type 3: Worksheet Note (from worksheet toolbar) (Cycle, Scenario, Worksheet) – Worksheet Category
• Type 4: Worksheet Cell Note (Cycle, Scenario, Worksheet, Location, Item, Period, measure) – Worksheet Category

Multi-panel Worksheet

For a multi-panel worksheet which is accessed using the Detail option (where item, location, Period, measure passed), the Notes are displayed based on the filter options selected.

If the Worksheet option set to On and the notes parameter rv_restrict_notes is False or not specified.

These Note types are included:

• The Type 4 Notes that have Item, Period, Location, measure context values:
  • All the notes at and above the selected levels (up to top of the hierarchy) and all children (to base of the hierarchy) below the selected position for Item, Location, and Period.
    Note: If an Item, Location, Period is not passed, the application considers the relevant module item/location/period data context and returns all the parents, grandparents, children and grandchildren.
  • The Notes can also be filtered based on the measure value if passed to the notes worksheet.
  • The Notes must belong to the Cycle Period and Scenario defined in datacontext.
  Note: Data security is not applicable when retrieving Notes at all the levels in the hierarchy.
• The Type 3 Notes which are set to ‘Data context Cycle Period and Scenario’ and associated with a worksheet value

If the Worksheet option is set to On, and the notes parameter rv_restrict_notes is True.

These Note types are included:

• The Type 4 Notes that contain Item, Period, Location, measure context values. These Notes must belong to the Cycle Period and Scenario defined in datacontext:
  • All the notes at the selected levels and all children (to base of the hierarchy) below the selected position for Item, Location, and Period.
    Note: Data security is applicable when retrieving notes. Notes above the selected levels are not considered.
• The Type 3 notes that are set to ‘Data context Cycle Period and Scenario’ and associated with a worksheet value.

If the Others option is set to On.

These Note types are included:

• The Type 1 Notes that are set to Data context Cycle Period.
• The Type 2 Notes that are set to the Data context Cycle Period and Scenario.
  Note: If the Others option is set to On, the value of rv_restrict_notes does not impact the results.

If both options are set to Off, no data is displayed.

Standalone Note worksheet

For a standalone Note worksheet with no passed parameters, the Notes are displayed based on the filter options selected.

If the Worksheet option is set to On and notes parameter rv_restrict_notes is False or not specified.

These Note types are included:

• The Type 4 Notes that have Item, Period, Location, measure context values. These Notes must belong to the Cycle Period and Scenario defined in datacontext:
  • All the notes at and above the selected levels (up to top of the hierarchy) and all children (to base of the hierarchy) below the selected position for Item, Location, and Period.
    Note: Data security is not applicable when retrieving notes and all hierarchy is considered.
• The Type 3 notes that are set to ‘Data context Cycle Period and Scenario’ and associated with any worksheet value.

If the Worksheet option is set to On, and the notes parameter rv_restrict_notes is True.

These Note types are included:

• The Type 4 Notes that contain Item, Period, Location, measure context values. These Notes must belong to the Cycle Period and Scenario defined in datacontext:
  • All the notes at the selected levels and all children (to base of the hierarchy) below the selected position for Item, Location, and Period.
    Note: Data security is applicable when retrieving notes. Notes above the selected levels are not considered.
• The Type 3 notes that are set to ‘Data context Cycle Period and Scenario’ and associated with a worksheet value.

If the Others option is set to On.

These Note types are included:

• The Type 1 Notes which are set to Data context Cycle Period.
• The Type 2 Notes which are set to the Data context Cycle Period and Scenario.