Framework:Input mask, Analysis view: Difference between revisions
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In an input mask or analysis view, you define the appearance of a planning and analysis mask. The basis of every input mask or analysis view is a data object. As a data object, the following are available to you: CoPlanner cubes, CoPlanner tables | In an input mask or analysis view, you define the appearance of a planning and analysis mask. The basis of every input mask or analysis view is a data object. As a data object, the following are available to you: CoPlanner cubes, CoPlanner tables and OLAP cubes. | ||
As an example, in this section you will create a matrix view with the [[Framework:CoPlanner_cube_designer|CoPlanner cube “My P&L”]]. | As an example, in this section you will create a matrix view with the [[Framework:CoPlanner_cube_designer|CoPlanner cube “My P&L”]]. | ||
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The analysis view is created. | The analysis view is created. | ||
[[image:Fw_BI_Center the object My PL matrix view.jpg|thumb|center|Framework, BI Center | [[image:Fw_BI_Center the object My PL matrix view.jpg|thumb|center|Framework, BI Center, the object “My P&L, matrix view”]] | ||
The further procedure is described in the chapter with the heading CoPlanner Analyzer in the Enterprise Edition manual. | The further procedure is described in the chapter with the heading CoPlanner Analyzer in the Enterprise Edition manual. | ||
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==Ribbon== | ==Ribbon== | ||
===Ribbon Edit=== | ===Ribbon 'Edit'=== | ||
The icons in the toolbar have the following functions: | The icons in the toolbar have the following functions: | ||
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{| | {| class="wikitable" width="857px" | ||
|- | |- {{Tabellentitel}} | ||
| | | width="100px"| Button | ||
| | | Action | ||
|- | |- | ||
| [[image:Icon_Speichern.jpg]] | | [[image:Icon_Speichern.jpg]] | ||
| Save | | Save | ||
|- | |- | ||
| [[Image:Icon_Konnektoren_laden_new.jpg]] | | [[Image:Icon_Konnektoren_laden_new.jpg]] | ||
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|[[Image:Icon_Sicht_bearbeiten.jpg]] | |[[Image:Icon_Sicht_bearbeiten.jpg]] | ||
|Edit | |Edit | ||
|- | |||
| [[Image:Icon_Formatvorlage.png]] | |||
| Selection of style sheets and their [[Framework:BI_Center:Style_sheet_administration|administration]] | |||
|} | |} | ||
===Ribbon Function=== | ===Ribbon 'Function'=== | ||
[[image:Fw_BI_Center CoPlanner Analysis view designer02.jpg|thumb|center|Framework, Ribbon Function, CoPlanner Analysis view designer]] | [[image:Fw_BI_Center CoPlanner Analysis view designer02.jpg|thumb|center|Framework, Ribbon Function, CoPlanner Analysis view designer]] | ||
{| | {| class="wikitable" width="857px" | ||
|- | |- {{Tabellentitel}} | ||
| | | width="100px"|Button | ||
| | | Action | ||
|- | |- | ||
| [[Image:Icon Aktualisieren.jpg]] | | [[Image:Icon Aktualisieren.jpg]] | ||
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Defines the column width of the measure. | Defines the column width of the measure. | ||
==Enabling objects for users== | |||
In CoPlanner, you can allow individual or several users to access analysis views, line views, input masks and reports. | |||
[[image:Fw_BI_Center enabling analysis view for users.jpg|thumb|center|Framework, enabling analysis view for users]] | |||
Choose “Enable for users” from the context menu of the “My P&L” object. | |||
The following dialog is shown: | |||
[[image:Fw_BI_Center Provide object dialog.jpg|thumb|center|Framework, provide object dialog]] | |||
Activate the checkboxes of the users for whom access to the object is to be enabled, then confirm by pressing “Finish”. | |||
The user will get the enabled mask in his/her BI-Center in the “Provided objects” directory. | |||
[[image:Fw_BI_Center a provided object.jpg|thumb|center|Framework, a provided object]] | |||
Latest revision as of 16:23, 14 January 2013
In an input mask or analysis view, you define the appearance of a planning and analysis mask. The basis of every input mask or analysis view is a data object. As a data object, the following are available to you: CoPlanner cubes, CoPlanner tables and OLAP cubes.
As an example, in this section you will create a matrix view with the CoPlanner cube “My P&L”.
| Entry Click on the “My objects” directory with the right mouse button and select the command “Matrix view” from the “New” context menu.
In the “Matrix view” dialog, allocate the name “My P&L matrix view” and confirm with OK. |
The analysis view is created.
The further procedure is described in the chapter with the heading CoPlanner Analyzer in the Enterprise Edition manual. For this example, choose as data source CoPlanner cube “My P&L”. The creation of this data object was described in section CoPlanner cube designer.
Ribbon
Ribbon 'Edit'
The icons in the toolbar have the following functions:
| Button | Action |
|
Save |
|
Reload connectors
During a session, changes in the OLAP database are only reloaded from the server after a click on this button. |
|
Search
Search in the object tree |
|
Edit |
|
Selection of style sheets and their administration |
Ribbon 'Function'
| Button | Action |
|
Refresh |
|
|
Save record |
|
Delete records |
|
Null suppression |
|
Export |
|
Show, hide the chart |
|
Show detailed information |
|
Report |
|
|
Search |
|
|
Edit view |
Properties
Properties of the input mask, analysis view
In the right part of the designer, the properties of the input mask, analysis view are shown.
AllowSelectMeasures
Defines whether the user is allowed to select the measures.
AllowSwitchAxis
Defines whether the user is allowed to switch the axes.
GridReadOnly
Defines if the user is allowed to change the data in the mask.
MaxDimesnionsOnAxis
Restricts the maximum number of dimensions per axis in this object.
SingleRowManipulableState
Defines whether the user is allowed to open the single set mode. The following options are possible
- activated
- unhidable
- hidable
Properties of the filters
FilterCanBeDeactivated
Defines whether the user is allowed to deactivate the filter. This means that the filter setting does not affect the result of the query.
FilterCaption
Defines the name of the filter 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 filter when the view is opened. All CoPlanner environment variables including application properties are available for selection.
FilterVisibility
Defines whether or not the filter is visible as a default. Even if the filter is hidden, it does nevertheless affect the result of the query.
Properties of the measures
Caption
Defines the name of the measure as it is shown in the user interface.
Name
Shows the system name of the filter
BgColor
Defines the background color of the measure in the view.
ColumnFormat
Overrides the number format of the measure.
ColumnWidth
Defines the column width of the measure.
Enabling objects for users
In CoPlanner, you can allow individual or several users to access analysis views, line views, input masks and reports.
Choose “Enable for users” from the context menu of the “My P&L” object.
The following dialog is shown:
Activate the checkboxes of the users for whom access to the object is to be enabled, then confirm by pressing “Finish”.
The user will get the enabled mask in his/her BI-Center in the “Provided objects” directory.
