The Filters area allows you to make selections that apply for the entire table.
You can choose the relevant Measure and current time period here, along with any other filters that you want to create.
The Columns area has selections that generate the columns generated when you Apply a template. The selections required here depend on the selected template.
The Rows area defines the members that are on the report rows. These can be drilled down once the report has been inserted. This can usually be any hierarchy you want, except for IBCS Template four, where the rows must be the Account hierarchy.
The Columns selection area
There are two main type template, split by Scenario or by Time. Depending on the template selected, you'll be prompted to pick the members of these. In each case, you can choose from a dropdown of the members defined in the rules or pick a different member from the hierarchy.
- For most templates, you need to pick a Scenario hierarchy on Columns.
- For the Time Comparison Template, you also need to pick the current year and several previous years to generate the report for.
- For Time Butterfly, you need to pick the current month, and the months from that year will be automatically selected.
