Setting Table Area Structure: Data Entry Forms in the Desktop Application

To work with the tool in Foresight Analytics Platform 10, use the new interface.

Setting Table Area Structure

Filter is a cube that is used to filter dimension elements displayed in the sidehead for various parameter values. The filter cells can be filled with value or the cell can be empty. The sidehead will display elements with values. The filter structure can be different from the indicator structure for which filtering is launched:

So, on changing parameter value the displayed sidehead elements will change without editing table area.

The filter is not displayed in the table area heading if all its private dimensions do not have more than one element selected. When several dimension elements are selected, the behavior will depend on the selected filtering type:

To determine a filtering type, create the NEW_D_CUBE global variable or change its value.

In the Adding, Moving and Deleting Dimensions, Indicators and Filter section of the current article, there is an example showing filter work.

NOTE. If shared dimension is not added to sidehead dimensions or to shared dimensions of table area heading, it will be a private dimension of indicators.

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

Stages panel. It contains buttons of the stage name to navigate to a particular stage of table area setup.
Data sources. It contains the Dimensions and Indicators tabs that contains repository object trees.
Structure. It contains areas to set and set up dimensions of sidehead, heading and fixed dimensions.
Navigation panel. It contains buttons to navigate consequently between stages and finish table area setup

Adding, Moving and Deleting Dimensions, Indicators and Filter

To see the example of filter use, select table area:

Add a filter to form indicators. The filter is set based on the same dimensions used for table area indicator, the difference is only in the fact dimension. It will be displayed to the heading:

Move filter to the Filter branch. As a result, the table will display only the strings where there are ones in filter:

NOTE. If folders containing indicators and dimensions were set, hierarchy in dimension tree and indicators tree will be expanded to the contents of the corresponding folder.

The item set depends on the panel where the dimension is placed. One or several dimensions can be moved simultaneously. To select several dimensions, use the SHIFT or CTRL keys.

NOTE. To move indicator from table area heading to sidehead, click the Transpose button.

To delete dimensions and indicators, select the Delete context menu item. One or several dimensions and/or indicators can be deleted simultaneously. To select several dimensions and/or indicators, use the SHIFT or CTRL keys.

NOTE. It is available to change number of displayed indicators and their location on working with ready data entry form.

Features of Including Private Dimensions to Shared

To make the table area look as required, private indicators dimensions can be included into shared sidehead dimensions.

Under each indicator in the Heading Dimensions tree of the Structure area in the Indicators branch, its private dimensions are displayed.

To move private dimensions of indicators to shared sidehead dimensions or back, select private dimension and:

NOTE. All private dimensions except parametric can be included into shared dimensions.

A private dimension, included into the Sidehead Dimensions tree of the Structure area, will get the

icon.

After the private dimension is moved to sidehead, it can be processed as sidehead dimension.

The example uses a data entry form with two indicators: Execution Deadlines (plan) and Amount of Capital Investment Implementation (plan). The shared dimension for two indicators is Investment Object Versions, which is displayed in the sidehead. Private dimensions of the Execution Deadlines (plan) indicator: Standard Stages and Execution Deadlines. Private dimensions of the Amount of Capital Investment Implementation (plan) indicator: Calendar, Project Participants, Currency, Including VAT, Items of Expenses. Values of the Project Participants, Currency, Including VAT dimensions are fixed. The heading displays dimension values:

Standard stages: development and validation of land planning documentation, registration of rights in land to perform construction and installation works.
Execution deadlines: scheduled start, scheduled end.
Calendar: 2018.
Items of expenses: total by items of expenses, expenses for construction and installation works, expenses for materials and equipment, other expenses.

Move the Items of Expenses dimension to shared dimensions. Then, the table will look as follows:

In the table, after the private dimension is moved to the sidehead, values of the indicator, which does not have a moved dimension, will be located in the first element, for the rest cells the editing will be unavailable.

Setting Up Fixed Dimensions

Setting up fixed dimensions is executed using context menu items and using the Fixed Dimension Aggregation Method drop-down list of the Structure area.

Aggregation allows for merging values of elements selected in fixed dimensions.

NOTE. When using a filter, aggregation of fixed dimensions is not available.

To set aggregation, select the method:

No. No aggregation is executed. Selected by default.
Sum. Values of fixed dimensions elements are summed.
Minimum. Minimum value is selected for fixed dimension elements.
Maximum. Maximum value is selected for fixed dimension elements.
Arithmetic Mean. The arithmetic mean of fixed dimension elements is determined considering empty values.

If in the Fixed Dimension Aggregation Method drop-down list the None option is selected, only one element can be selected in the Fixed Dimensions tree. If another aggregation method is selected, the multiple selection will be available for elements in the Fixed Dimensions tree.

For the example of fixed dimensions aggregation, use the table area, which fixed dimensions contain a calendar dimension. One element is selected in calendar dimension. If there is no aggregation, the table looks as follows:

Set up aggregation: select the Sum aggregation method and select three elements in calendar dimension. The table will look as follows:

As a result of aggregation application, the element values were summed.

The selection allows for limiting a list of fixed dimensions elements, based on which table area will be built.

To set a selection, follow the steps:

Select a group of elements in the Groups of Elements dimension context menu. Groups of elements selection is not a mandatory step.
Determine selection of dimension elements in the Fixed Dimensions tree. To do this:

Select the Edit item in the dimension's context menu. Depending on the selected method in the Fixed Dimensions Aggregation Method drop-down list:

Only one element can be selected if the No option is selected.
Multiple selection is available.

NOTE. If advanced filter is chosen on selecting dimension, it will be available to set up binding of fixed dimension value to form parameter. In this case, on changing parameter value, fixed dimension value will be automatically changed.

Select the selection schema in the Selection Schema drop-down list in the dimension's context menu. Depending on the selected method in the Fixed Dimensions Aggregation Method drop-down list:

The first element specified in the selected schema will be selected if the No option is selected.
Elements specified in the selected schema will be selected.

To reset selection, select the Selection Schema > Reset context menu item, which becomes available after selecting the selection.

If the filter application brought to the multiple selection by dimension, then for fixed dimensions with disabled aggregation the first selected element will be used for selection.

NOTE. The Selection Schema, Groups of Elements items are available if selection schema, group of elements are set up in dictionaries.

Select alternative hierarchy to display alternative dictionary elements, instead of the elements of the dictionary that is used to build a sidehead, or set up dynamic selection of alternative hierarchy depending on the parameter attribute by specifying alternative hierarchy option in the Alternative Hierarchies dialog box.

NOTE. When using a filter, grouping of dimensions of alternative hierarchies is not available.

To open the dialog box select the Alternative Hierarchies item in the dimension's context menu:

Set:

Alternative Hierarchy Type. Select the radio button of the required option: fixed, dynamic, or none. Alternative hierarchy is not applied by default.
Alternative Hierarchy Source. It depends on the selected type of alternative hierarchy:

If the Fixed type is selected, the alternative hierarchy source is a dictionary. Select the available dictionary in the drop-down list or click the Search button and start typing dictionary name. Only one dictionary can be selected.
If the Dynamic type is selected, the alternative hierarchy source is parameter. Select the data entry form attribute in the drop-down list or click the Search button and start typing parameter name. When the dynamic type of alternative hierarchy is selected, the sidehead is rebuilt depending on the selected attribute value. If attribute value of the selected parameter element is not an alternative hierarchy key, the appropriate message is displayed. When this option is selected, the Selection Schema and Group of Elements options are not available even if grouping is available for this dimension.

TIP. For details about setting up dynamic selection of alternative hierarchy depending on parameter attribute, see the How to Set Up Dynamic Changing of Displayed Sidehead Dimension Elements article.

If the None type is selected, the list is not available.

If dictionary or parameter attribute is not selected as an alternative hierarchy data source, clicking the OK button applies the main hierarchy.

If the dictionary attribute that was set as an alternative hierarchy key, is deleted, the first opening of the data entry form displays the message about deleting attribute and applying the main hierarchy for change.

NOTE. The Alternative Hierarchies item is available if alternative hierarchies are set up in dictionaries.

Filtering Shared Dimensions

To select elements based on attribute values for dimensions contained in all data entry form indicators, click the Filter Shared Dimensions button, the dialog box opens:

One or several links can be added. As a result, filtering by attribute links is set up.

To automatically determine dimension attribute link, click the Autosetup button.

Transposing

To place sidehead dimension in heading and heading dimensions in sidehead, click the Transpose button.

The name of the next stage will be changed to Heading Structure, all other stage settings remain unchanged.