Enterprise Edition:Data record mask

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Data Record Masks are masks that display table entries in line form. You can find such masks in the Model tab of the Planning Parameters group.

Enterprise Edition, Data Record Masks

Elements and Functions

When you open the Data Record Mask, it will have the following appearance:

Data Record Mask, payment key

Ribbon

The symbols in the Ribbon have the following functions:

Pushbutton Action
Refresh data records
Save all changes
Create new data record
Delete selected element
Print table
Export table to Microsoft Excel
Open the Search dialogue box


The symbols in the right part of the Ribbon have the following functions:

Pushbutton Action
Show/hide filter area
Show/hide aggregation area
Show/hide data range
Show/hide single record mode
Show/hide options


Choosing columns

Click on the “Choose column” symbol to open the “Choose column” menu.

Choosing columns

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:

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).

“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).