Overview: Forms

A form determines the content and formal structure of a report. A form can be thought of as a semi-finished report, which you complete by specifying (additional) characteristics and key figures when you define the individual report. The content of a form should generally be fixed and change only under rare circumstances. When you change a form, it affects every report that uses that form.

Types of form

Forms are divided into forms with one axis and forms with two axes. Forms with one axis only consist of one dimension -- that is, either columns or rows. Forms with two axes contain both columns and rows. You can choose from the following form types:

In a form with one axis without key figure, you define either the rows or the columns of the form by choosing characteristics. When you press Continue, the system displays an empty structure of columns. You can "tip" this structure to define rows instead by choosing Goto ® Row display from the menu.

In a form with one axis with key figure, you define either the rows or the columns of the form by choosing key figures. When you press Continue, the system displays an empty structure of rows. You can "tip" this structure to define columns instead by choosing Goto ® Column display from the menu.

In a form with two axis with key figure, you define both the rows and the columns of the form by choosing key figures and characteristics. When you press Continue, the system displays an empty structure of rows and columns. You can define key figures in the rows or in the columns, depending on how you want to use the form.

Which type of form you want to use will depend on what type of layout and what content you require for your report.

Creating a form

You can define a form from the screen Create Report: Initial Screen under the menu option Environment ® Create form or from Customizing under Forms. On the initial screen, enter the name and choose the type of form you would like to create. To obtain a fully formatted detail list in the report, choose the type Two axes (matrix).

Basic screen

When you press Continue, the system jumps to the next screen and displays an empty list structure of either four rows, four columns, or four rows and four columns, depending on the type of form you are creating. This is the basic structure of a formatted list. If you chose to create a form with one axis, only columns are displayed. All definable fields on the screen are referred to as "elements". Every row, every column and every individual cell is an element of the form.

Elements

You can define each row, column or cell of a form individually. To do so, position the cursor on the element you want to process, and then choose Edit ® Element ® Define element... You can also define an element simply by double-clicking on that element. In a series of dialog boxes, you can then specify the essential information for the content of the element.

You can define elements anywhere on the form except where defined elements already exist. To add a new element, position the cursor between two defined elements or in the free space to the right or below, and choose Edit ® Element ® Insert element or simply double-click where you want to insert the element.

You cannot define a cell until you have defined the corresponding row and column. Specially defined cells are indicated as such with symbols.

If you want a characteristic (or a single characteristic value) to apply to all the rows and columns of the form, you can define this in one step in the General data selection. Defining such characteristics in the general data selection also leads to improved system response times.

For more information, see General Data Selection.

For information about processing rows, columns and cells, see Defining Elements.

For information on topics related to forms, See also:

For application-specific examples of how to define a form, see:

Example: Creating a Form (CO-PA)

Example: Creating a Form (EC-EIS / CO-PC)

Example: Creating a Form (FI)