Setting Up Appearance: Data Entry Forms

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

Setting Up Appearance

Settings of display type, formatting and displayed indicators of data entry form are related to custom settings. On viewing ready data entry form it is available to save configured display type, formatting and displayed indicators of data entry form.

After the data entry form appearance setup is finished, if required, follow the step:

Setting Up Form Display Type

To change zoom:

Click the Zoom button. The drop-down menu opens:

Execute one of the operations:

Select the radio button next to one of the predefined zoom values.
Select the Custom item. The Zoom dialog box opens to specify the custom zoom value:

Focus on the sheet and scroll the mouse wheel while holding down the CTRL key. Scroll up the mouse wheel to zoom in and scroll down to zoom out.

To display full-sized form, click the 100% button.

To keep form areas visible on scrolling the rest, freeze the required areas:

To freeze the first row, select the Freeze First Row item in the drop-down menu of the Freeze Areas button.
To freeze the leftmost column, select the Freeze First Column item in the drop-down menu of the Freeze Areas button.
To freeze the area including several rows and columns:

Select the cell, which top left corner will determine fixed rows and columns.
Select the Freeze Areas item in the Freeze Areas drop-down menu of the button.

To unfreeze areas, select the Freeze Areas > Unfreeze Areas item in the Layout group.

To show or hide scrollbars, formula bar, headers and grid, select or deselect the checkbox.

To autofit size by row or column contents, click the Fit Row Height or Fit Column Width buttons.

To display the Processes panel and tab, click the Process Tree button. The Processes panel and tab are used on executing data entry and approval processes, if data entry form is linked to process.

NOTE. The Process Tree button is available only if the Business Process Management extension is installed.

Setting Up Displayed Indicators

To set up displayed indicators in the table area on viewing ready data entry form, use the Indicators Structure dialog box. This setting is custom, that is, the indicators contents and order configured using this dialog box will be saved for the user and will be displayed on viewing only for this user. To open the dialog box, select the table area cells and click the

Indicators Structure button on the Table ribbon tab:

The dialog box displays the list of table area indicators with private dimensions and dimensions displayed to the heading. Indicators that are used as filters are not displayed in the list.

To hide indicators, private dimensions of indicators and dimensions displayed to the heading, deselect the checkbox next to them.

To reorder displayed indicators, indicators' private dimensions and dimensions in the heading, use the

Move Up and

Move Down buttons.

If on editing data entry form, the aggregation of fixed dimensions was set for table area, then when hiding indicators dimensions, the selection by elements of hidden dimensions remains unchanged and values will be aggregated. If aggregation was disabled, the first element from the current selection of hidden dimensions will be selected. When dimensions visibility is enabled, the selection is restored to the one before hiding.

When hiding indicators dimensions, the specified settings of filtering remain unchanged.