Framework:Input mask, Analysis view

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.

Framework, BI Center, creating a analysis view

The analysis view is created.

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. 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:

Framework, Ribbon Edit, CoPlanner Analysis view designer

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'

Framework, Ribbon Function, CoPlanner Analysis view designer

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.

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:

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.

Framework, a provided object