Framework:Row view: Difference between revisions

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In the row view, the entries in a table are shown in lines.  
In the row view, the entries in a table are shown in lines.  You can find such masks in the Model tab of the Planning Parameters group and as detailed mask of [[Enterprise Edition:Input mask|input masks]] and [[Enterprise Edition:Analysis View|analysis views]].


==Ribbon==
==Elements and Functions==


===Ribbon Edit===
:*[[Framework:Ribbon_Row_View|Ribbon]]
:*[[Framework:Context_Menu_Row_View|Context Menu]]


The icons in the toolbar have the following functions:


[[image:Fw_BI_Center Line view designer01.jpg|thumb|center|Framework, BI Center, Ribbon Edit, Row view designer]]
== Creating a new data record ==


To create a new data record, left-click on the symbol “Create new record”. A new data record appear in the Work Area ready for editing:
[[Image:Create a new data record mask .jpg|thumb|center|Datensatzmaske, „Create a new data record” mask ]]


{| style="width: 857px; height: 108px" cellspacing="1" cellpadding="3" width="857" border="1"
If the data record mask contains filters, these will be automatically added to the data record you are editing. Use “Choose columns” to display additional required fields and record your parameters in the data entry fields of the data record mask or the detail record mask.
|-
In the case of dimension lookup fields and planning parameter fields, you can simply select the desired element to change the settings applied by the filters. To do so, select the corresponding field in the new data record. The Lookup symbol  [[Image:Icon_LookUp.jpg]] will appear in the Dimension column. Left-click on the Lookup symbol to display the dimension selector (or, in the case of planning parameter fields, the planning parameter selector).  
| style=background-color:#f6f6f6 |'''Button'''
[[Image:Lookup data record mask .jpg|thumb|center|“Lookup” data record mask ]]
| style=background-color:#f6f6f6 |'''Action'''
|-
| [[image:Icon_Speichern.jpg‎]]
| Save
|-
| [[Image:Icon_Speichern_unter.jpg]]
| Save as
|-
| [[Image:Icon_Konnektoren_laden_new.jpg]]
| Reload connectors
|-
|[[Image:Icon_Systemspalten_einblenden.jpg‎]]
|Show system columns
|-
|[[Image:Icon_Lookups.jpg‎]]
|Lookups
|-
|[[Image:Icon_Suchen.jpg‎]]
|[[Searchfunction|Search]]
|-
|[[Image:Icon_Sicht_bearbeiten.jpg‎]]
|Edit
|}
 
 
===Ribbon Functions===
 
The icons in the toolbar have the following functions:
 
[[image:Fw_BI_Center Row view02.jpg|thumb|center|Framework, BI Center, Ribbon Funktionen, CoPlanner Row view designer]]
 
{| style="width: 857px; height: 108px" cellspacing="1" cellpadding="3" width="857" border="1"
|-
| style=background-color:#f6f6f6 |'''Button'''
| style=background-color:#f6f6f6 |'''Action'''
|-
| [[Image:Icon Aktualisieren.jpg]]
| Refresh
|-
| [[Image:Icon Speichern.jpg]]
| Save records
|-
| [[Image:Icon Loeschen.jpg]]
| Delte records
|-
| [[Image:Icon_neuer_Datensatz.jpg‎]]
| Create a new record
|-
| [[Image:Icon_mehrere_Datensaetze.jpg]]
| Create several new records
|-
| [[Image:Icon_Suchen.jpg]]
| Search 
|-
|[[Image:Icon_Sicht_bearbeiten.jpg‎]]
|Edit
|}
 
 
==Create row view==
 
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;Click with the right mouse button on the “My objects” directory and choose the “Line view” command from the “New” context menu.  
Give the dialog “Line view” the name “My line view” and confirm with OK.
|}
 
 
[[image:Fw_BI_Center creating a row view.jpg|thumb|center|Framework, BI Center, creating a row view]]
 
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;From the “Data objects” tree, select the CoPlanner table “Sales proceeds_Plan“.
|}
 
The following screen is presented:
 
[[image:Fw_BI_Center Initial view of the row view.jpg|thumb|center|Framework, BI Center, Initial view of the row view]]
 
 
{| {{Bausteindesign2}}
|-
|<span style="color: darkblue">'''Entry'''</span> &nbsp;In the “Data objects” tree, click the filter icon [[Image:Icon_Filtersymbol.jpg]] to hide the elements “payment key” and “VAT rates” from the filter bar.
If you click into the free area underneath the measure in the “Data objects” tree, you obtain the general properties for this line view.
Under the property “AggregateDimension”, select “Time” from the list. Click the “Save” button and “Update”.
|}
 
The following screen is shown:
 
[[image:Fw_BI_Center Row view grouped according to time.jpg|thumb|center|Framework, BI Center, Row view – grouped according to time]]
 
====Properties of the row view====
 
In the right part of the designer, the properties of the row view are shown.
 
'''AggregateDimension'''
 
Dimension, according to which grouping is performed. For instance if time is selected, all datasets whose other characteristics – i.e. except for the time – are identical, will be consolidated. The annual total is shown, where required the individual datasets can be opened up.  
[[image:Fw_BI_Center Row view AggregateDimension.jpg|thumb|center|Framework, BI Center, Row view – AggregateDimension]]
 
'''AutomaticSearchAfterFirstTimeOpen'''
 
Defines if the data are loaded from the server immediately when the view is opened. If this option has not been set, you must click on the “Update” button after opening the view.
 
'''AutomaticSearchAfterSave'''
 
Defines if the data are loaded from the server immediately after saving the view. If this option has not been set, you must click on the “Update” button after saving the view.
 
'''FiltermeasureSettings'''
 
Shows all columns and their settings if used as filter or measure.
 
'''MakroDescriptorSettings'''
 
Here, macros can be added to the view. They are provided for the user in the ribbons.
 
'''AllowSaveNewDelete'''
 
Defines which of the buttons “Save”, “New” and “Delete” is available.
 
'''ShowLookUpMode'''
 
If system columns are active, it is possible to define here if the internal keys are shown or whether they are transformed into readable values.
 
'''ShowSystemsColumns'''
 
Defines whether the system columns are available.
 
'''RefreshResultAfterFilterChange'''
 
Defines if the server loads the data after a filter change or if it is necessary to press “Update” first.
 
====Properties of the filters or measures====
 
'''FilterCaption'''
Defines the name of the filter such as it is shown in the user interface.
 
'''FilterName'''
 
Shows the system name of the filter
 
'''FilterReadOnly'''
 
Defines whether the user can change the filter setting.
 
'''FilterSessionKey'''
 
Defines the default value of the filters when the view is opened. All CoPlanner environment variables including application properties are available for selection.
 
'''FilterVisibilityCanBeChanged'''
 
Defines if the filter can be hidden. Even if the filter is hidden, it nevertheless affects the result of the query.
 
'''FilterVisible'''
 
Defines whether the filter is visible or not.


After making your selections and entering values in the data entry fields, be sure to save your data record. Fields you do not edit will contain default values (default is 0 for numerical fields and “Unassigned” for dimension lookup columns).




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[[Category:Framework|Row view]]
[[Category:Framework|Row view]]
[[Category:BI Center|Row view]]
[[Category:BI Center|Row view]]
[[Category:Masks|Row view]]
[[Category:User interface|Row view]]
[[Category:User interface|Row view]]


[[de:Framework:Zeilensicht]]
[[de:Framework:Zeilensicht]]

Latest revision as of 11:57, 25 November 2010

In the row view, the entries in a table are shown in lines. You can find such masks in the Model tab of the Planning Parameters group and as detailed mask of input masks and analysis views.

Elements and Functions


Creating a new data record

To create a new data record, left-click on the symbol “Create new record”. A new data record appear in the Work Area ready for editing:

Error creating thumbnail: File missing
Datensatzmaske, „Create a new data record” mask

If the data record mask contains filters, these will be automatically added to the data record you are editing. Use “Choose columns” to display additional required fields and record your parameters in the data entry fields of the data record mask or the detail record mask. In the case of dimension lookup fields and planning parameter fields, you can simply select the desired element to change the settings applied by the filters. To do so, select the corresponding field in the new data record. The Lookup symbol will appear in the Dimension column. Left-click on the Lookup symbol to display the dimension selector (or, in the case of planning parameter fields, the planning parameter selector).

Error creating thumbnail: File missing
“Lookup” data record mask

After making your selections and entering values in the data entry fields, be sure to save your data record. Fields you do not edit will contain default values (default is 0 for numerical fields and “Unassigned” for dimension lookup columns).