Setting Up Indicators Structure

In this article:

Selecting Elements in General Dimensions and Indicators Dimensions

Displaying Dimension Attribute in Heading

Adding Calculated Indicators

Setting Up Filter

Adding Available Indicators to Heading

Changing Position

Renaming Dimension or Indicator

Denying Value Input for Indicator

Deleting Dimensions and Indicators from Heading

The indicators structure includes elements that must be displayed in the table area heading.

To set up indicators structure of table area, use the Indicators Structure page of the Table Area Wizard dialog box:

Calculation practices

Elements of the Indicators Structure page

To set indicators structure:

  1. Select elements in general dimensions and in heading indicators dimensions.

  2. Select a dimension attribute that will be displayed in the heading.

  3. Add calculated indicators.

  4. Set indicator use as a filter.

To determine additional settings of indicators structure:

For additional settings of heading structure:

NOTE. Numbering by columns can be set up after creating a table area. To do it, select a cell or a cell range of table area and select the By Columns item of the Numbering button drop-down menu of the Table ribbon tab.

    1. Select shared dimension.

    2. Select the Names item in the dimension's context menu.

    3. Select the checkbox next to the attribute.

Example of setting up indicator name display

After table area heading structure is set up, go to the Select Calculation Algorithms stage or finish creating the table area by clicking the Finish button.

Selecting Elements in General Dimensions and Indicators Dimensions

To set up elements of general dimensions and indicators dimensions in the Data Entry Form Indicators area:

    1. Select a group of elements in the Groups of Elements dimension context menu. Groups of elements selection is not a mandatory step.

    2. Set selection of dimension elements. To do this:

      • Select the Edit item in the dimension's context menu.

      • Select the selection schema in the Selection Schema drop-down list in the dimension's context menu.

Execute these operations for each indicator dimension and dimension.

NOTE. The Alternative Hierarchies, Selection Schema, Groups of Elements items are available if alternative hierarchies, selection schema, groups of elements are set up in dictionaries.

Displaying Dimension Attribute in Heading

To display in the heading:

Drag and drop from the Available Indicators area to the Data Entry Form Indicators:

Example of displaying dimension attributes in heading

Adding Calculated Indicators

To calculate values obtained on source dictionary elements using formulas, add calculated indicators.

NOTE. On creating formulas for calculated indicators, previously created indicators can be used.

To add and set up calculated indicators on the Calculated Indicators panel:

  1. Add indicator. To do it, click the Add button. By default the new indicator name is Indicator. New indicators are added to the list end. Calculated indicator is an indicator including all sidehead dimensions and shared heading dimensions.

  2. Rename it. To rename indicator, select the Rename item in the indicator context menu or click its name on the panel. The name must be meaningful and present entity of calculations made using the created indicator.

  3. Duplicate indicator. To add an indicator using the same formula that the previously created indicator, duplicate it by selecting the Duplicate item in the indicator's context menu. Duplicated indicator is added to the list end.

  4. Add private indicators dimensions, which values will be used in calculations. To do it, select the Select Dimensions item in the indicator's context menu. The dialog box to select private indicators dimensions opens:

The dialog box displays all for indicators with private dimensions.

Select he checkbox next to the dimensions that will be used for calculation. If the same dimension is used in several indicators, the checkbox will be selected automatically to all indicators of this dimension where it is present. Finish dimension selection, click the Finish button.

The selected dimensions will be displayed under calculated indicators.

  1. Set filter by dimensions. To limit the elements, by which calculation will be executed, select checkboxes of consumer dimensions:

By default all dimensions of calculated indicator has full selection: formula of calculated element applies to all sidehead elements, general dimensions of heading and private dimensions, if they were added. To fix one dimension element, deselect checkbox of one dimension. In the opened Fix Selection dialog box, select dimension element. Selected element can be changed on formula setting. If checkbox was deselected, then on its selection the warning message is displayed indicating that dimension selection defined in formulas will be deselected.

To limit elements of selected dimension:

The Set Up Filtering dialog box opens where filtering settings can be defined. For details see the Settings Up Consumer Dimension Filtering section.

  1. Determine calculation formulas. To set up calculation formula, select the Formula Editor item in the calculated indicator context menu and double click it. The Formula Editor dialog box opens where the calculation formula can be set up. All indicators of table area, including calculated indicators, are available for use in formulas. All data entry parameters are available in dimensions on setting up the selection. If dimension selection was fixed, then dimension element specified on fixation can be changed in navigation chain. For details see the Setting Up Calculation Formulas article.

  2. Set aggregation for dimension levels. To merge dimension data by levels, use data aggregation. To do it, select the Dimension Aggregation item in the calculated indicator context menu. The Dimension Aggregation dialog box opens where set up aggregation method:

The dialog box displays all sidehead dimensions, shared indicators dimensions that were previously added, and their levels.

Set aggregation method:

Select data aggregation method in the drop-down list of the Aggregation Method column:

  1. Change indicator calculation order. To move indicators up and down, use the / buttons. If calculated indicator is calculated basing another calculated indicator, then it is required to place dependent calculated indicator below the indicator from which it depends.

To display calculated indicators in heading, drag and drop them to the Data Entry Form area in any list place.

Calculated indicator is added to the table area with the General number format. To change number format use the drop-down list in the Number group of the Format ribbon tab.

On changing data in cells participating in calculated indicator calculation, the indicator value is recalculated.

Example of calculated indicators adding

Setting Up Filter

To filter shared dimensions by empty values, one of the form indicators can be used as a filter. To do it, select an indicator in the Data Entry Form Indicators are and select the Use as Filter context menu item. After executing the command the indicator will be marked with the icon. Filter-cube is not displayed in the table form heading.

Example of using filter-cube

Adding Available Indicators to Heading

If it is required to display the dame indicators with various selections in private dimensions in the heading, add one more time available indicators to the heading. To do it, select one or several indicators in the Available Indicators area and drag and drop them to the Data Entry Form Indicators area in any place of the list.

After moving indicators, set selection of private dimension elements.

Changing Position

To change position order of dimension attributes, dimensions inside indicator, indicators against each other, all indicators and shared dimensions of the heading, use the and buttons by selecting dimension or indicator in the Form Indicators area.

To change position of indicator dimensions:

Renaming Dimension or Indicator

To make name of dimension or indicator more meaningful, rename it. To do this:

Enter a new name and exit editing by pressing the ENTER key.

NOTE. Name changing is applied in the frame of selected table area.

Denying Value Input for Indicator

To deny value input for indicator into the form, select the Deny Data Entry checkbox in the indicator's context menu of the Data Entry Form Indicators area. The checkbox is disabled if the Use Sheet Formatting checkbox is selected.

Deleting Dimensions and Indicators from Heading

To delete dimension or factor from heading, use the button. It is available for all dimensions or indicators except for shared dimensions.

See also:

Building Data Entry Form | Working with Ready Data Entry Form