Defining Elements

Element types

When you define a row or column of a form, the system first displays a dialog box in which it asks you to specify an element type. Which element types are offered here depends on whether you are defining a row or a column as well as what elements you have already defined.

Element type:

Description:

Where offered:

Characteristics

Values:

  • one or more characteristics,
  • values of these characteristics and
  • the text that is to appear

 

in a dimension in which no key figure has yet been defined

Key figure (or Value field) with characteristics

Values:

  • one key figure,
  • characteristics that describe the key figure,
  • values of these characteristics and
  • the text that is to appear

 

in a dimension in which no (pure) characteristics have yet been defined

Element of the line structure

Values:

 

(only in CO-PA Profitability Analysis)

  • a key figure that already exists as part of the line structure being used,
  • characteristics that describe the key figure,
  • values of these characteristics and
  • the text that is to appear

in a dimension in which no characteristics have yet been defined

Predefined Element

Values:

any predefined element

Here you can choose any element from any existing form with one axis.

First you need to choose the desired form, and then the element you want to copy. You then receive the same sequence of dialog boxes as with the above options, where the data of the copied element is displayed as the default. You can change this data where necessary.

 

  • if no dimension has been defined, all forms with one axis are offered
  • in a dimension in which key figures have been defined, only forms with key figure are offered
  • in a dimension in which characteristics have been defined, only forms without key figure are offered

Formula

Definition

a formula that uses any existing elements in the same dimension.

 

  • in any dimension where at least one element has been defined

Row processing

Under Edit ® Rows you can find special functions for editing rows. Insert blank line and Insert dividing line insert the desired line directly above where the cursor is standing. Insert text gives you a field 40 characters in length beginning where the cursor is standing.

The function Replace rows lets you replace the rows of a form with all the values of a single characteristic or with a suitable form with one axis. A "suitable" form with one axis means either one with or one without key figure, depending on what type of columns you have already defined. If you have not defined any rows, the system offers both types of forms. However, if you have defined a column with a key figure, the system only offers you forms without key figure for the rows.

If the desired form with one axis contains columns instead of rows, you can tip the form under Goto ® Row display.

The replace function is only available for forms with two axes. For forms with one axis, you can do this by specifying another form in the Copy from box on the initial screen.

The function Edit ® Rows ® Hide lets you hide the row where the cursor is standing. The definition of the hidden row remains active, however, so that you can still use it in formulas. You can edit hidden rows under Edit ® Hide ® Hidden rows ® Change... You can also Delete and Show these rows.

Column processing

Under the function Edit ® Columns you can find special functions for editing columns. Replace all columns lets you replace all the columns of a form with the elements of a suitable form with one axis. A "suitable" form with one axis means either one with or one without key figure, depending on what type of rows you have already defined. If you have not defined any rows, the system offers both types of forms. However, if you have defined a row with a key figure, the system only offers you forms without key figure for the columns.

If the desired form with one axis contains rows instead of columns, you can tip the form under Goto ® Column display.

This function is only available for forms with two axes. For forms with one axis, you should create the form by specifying another form in the Copy from box on the initial screen.

The functions Edit ® Columns ® Hide and Edit ® Columns ® Hidden rows work the same way as the corresponding menu options for rows (see above).

Cell types in cell processing

The content of a cell is generally determined by the definitions of the row and the column which intersect there. If this definition is not sufficient, you can define the cell separately. To do so, position the cursor on the cell and choose Define element... or simply double-click on the cell. Then choose the cell type you wish to define in the dialog box.

The following describes the various cell types and explains when the system lets you use them.

The dialog box Choose Row or Column Formula appears when both the row and the column that make up the cell contain formulas. In this case you need to specify which formula you want to use to calculate the cell. Use column formula means that the value displayed in the cell will be the solution of the column formula, and Use row formula means it is the solution of the row formula. If you still have to choose which formula to use for a cell, that cell is indicated by a red question mark.

Which formula is used for the cell is indicated on the screen by an arrow pointing up:(for the column formula) or to the left: é(for the row formula). ç).

In addition to these two options, you can also choose No formula.

Since the system always uses the setting which was last made, you can use this option to reverse the previous setting.

Choose Selection with key figure (value field) if you want a separate selection to take place for that cell. When you choose this option and press Confirm, the system displays a series of dialog boxes in which you can choose a key figure, characteristics and characteristic values and define a text for the cell. The cell definition is indicated on the screen by a . ¨.

Note that the value in this cell need not necessarily reflect the intersection of the selections for the corresponding row and column.

The option Formula becomes available only when you have already defined at least one special cell. When you choose this cell type, the system displays the formula editor, where you can define a formula based on the special cells. You can also enter a special text to describe the cell. This cell definition is indicated by a .

Note that the value in this cell need not necessarily reflect the intersection of the selections for the corresponding row and column.

Inactive lets you deactivate the cell if the value contained there is of no interest.

A deactivated cell is indicated by a "0" in the form.

Choose Selected when you want to use this cell in formulas for other cells but do not want to define it separately. When you call up the formula editor, the system displays a list of all the selected cells for you to use in the formula. All cells for which you have defined special processing are "selected".

You can see which cells in the form have been selected in the select mode (Extras ® Select mode for cells). To leave the select mode, choose Save selections.

No special processing deletes any special cell definition which you previously defined. The cell becomes a normal cell again, and its content is determined by the row and column to which it belongs.

This cell type is not available for cells in which special processing is mandatory. That is the case when the cell forms the intersection of a formula row and a formula column, where at least one of those formulas contains non-additive elements.

In contrast to the rows and columns, you can change the cell type at any time.