Columns tab

The Columns tab has two sections: a list of the columns in the table and the definition of each column.

Columns can be added, reordered, and deleted in the column list. Copying an existing column can give you a good starting point for new columns. Try to copy a column that is similar to the requirements when adding new columns.

• Column
  • Name - Used to format the column. This is the name of the format to use from the Format Sheet. This isn't displayed.
  • Display - Choose how the value is displayed as a number in the chart.
  • Rule — The business rule that the column represents controls the column format indicators at the top and bottom.
  • Caption — This has an entry for each row in the column titles. You can use a hierarchy's unique name as a placeholder. It'll be replaced with the relevant member when the table is rendered. Columns that have the same titles will have the title cells merged.
• Value (optional)
  • Selection - Only appears when a secondary hierarchy splits the columns, for example, in IBCS Template 3 when each column is for a Year and Scenario.
  • This is also discussed in the Advanced section of template tables.
• Calculation
  • Expression - The type of calculation in the column. This can be a simple value, delta, or percentage. Each calculation can be made of several parts. For example, Delta = Part 1 - Part 2
  • Parts - Each Expression Part is made of 3 inputs
    • Member — the value to use, often a scenario.
    • Date part — defaults to the current period, but could be Previous Year, Year To Date...
    • Custom Slice — This will be discussed in the Advanced section of template tables.
    • For example, the definition of "Actual value, Delta to Previous Year" uses the Actual value in each part, but the second uses the "Previous Year" Date part.