Configuring multi-panel worksheets

You can create multi-panel worksheets to display multiple standard worksheets in a single screen.

To create multi-panel worksheets:

  1. Select Configuration > Common > Worksheets.
  2. Click New and select MultiPanel Worksheet. Specify this information:
    Name
    The name of the worksheet.
    Display Name
    The name to be displayed in the application. This is an optional field.
    Type
    The type of worksheet. This value is defaulted based on the type of worksheet selected.
    Users
    The users who can access the worksheet.
    System
    If this check box is selected, the worksheet is system generated.
    Enabled
    If this check box is selected, you can view the worksheet only in the specified module.
    Module
    The cycle or cycle and module linked to the worksheet.
    Workbook
    The workbook that must be used to group the worksheets.
    Tags
    The tag linked to the worksheet. 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 entities such as measures or worksheets.
    Roles
    The roles authorized to access the worksheet.
  3. Specify this information on the Layout tab:
    First Panel Width (%)
    The width of the 1st panel, as a percentage, in which the worksheet row must be displayed.
    Second Panel Width (%)
    The width of the 2nd panel, as a percentage, in which the worksheet row must be displayed.
    Third Panel Width (%)
    The width of the 3rd panel, as a percentage, in which the worksheet row must be displayed.
    Fourth Panel Width (%)
    The width of the 4th panel, as a percentage, in which the worksheet row must be displayed.
    Row Height
    The height of the row, in pixels.
  4. Specify this information on the Panels tab:
    Panel
    The name of the panel.
    Note: The panel is selected based on the number of worksheet rows and panels defined for each row in the Layout tab.
    Worksheet
    The standard worksheet defined and enabled for the specified module.
    Layout
    The location of the selected panel in the worksheet.
    Display on Load
    If this check box is selected, the panel is displayed in the location specified on the Layout tab, when you load the multi-panel worksheet.
    Note: If this check box is cleared, the panel is displayed only using a panel link, as specified on the Panel Links tab.
  5. Specify the required information on the Panel Links tab and click Add. See, Panel Links tab .
  6. Specify the required information on the Worksheet Parameters tab and click Add. See, Worksheet Parameters tab.
  7. Click Save.