Configuring Tables in Form Templates

Creates a column from scratch where you define all properties manually.

Creates a column based on dimension elements from Consolidation & Financial Planning. The following dimensions are available:

Creates an automatically calculated column that aggregates values from other columns.

Creates a column whose values are calculated automatically from an arithmetic expression. Only administrators can add formula columns. Formula columns show the ∫ icon in the column header alongside a lock indicator.

Operand scope

A formula column expression can reference:

Key behaviors

Creates a new row where you define the name manually.

Creates a row that automatically aggregates values from other rows.

Creates a row whose values are calculated automatically from an arithmetic expression. Only administrators can add formula rows. Formula rows show the ∫ icon next to the row name.

To add a formula row, click + Add row and select Add formula row.

Operand scope

A formula row expression can reference:

Key behaviors

To add a subordinate row under an existing row, right-click the row and select Add row. The submenu offers:

To configure a drill down for a row:

For each drill down level, the row displays a drill down icon . Point at an icon to display the dimension of that level.

Rows with subordinate rows

You can also configure a row drill down on a row that has subordinate rows. The configuration applies to all lowest-level rows beneath the selected row, including rows you add later, and replaces any row drill down configured directly on these rows. In the table, rows with an inherited configuration display grey icons, rows with their own configuration display purple icons.

If you remove the configuration of a superordinate row with Delete drill down configuration, the drill down is removed from all its lowest-level rows. Configurations that were replaced when you configured the superordinate row must be configured again.

During data collection, collectors add the elements of the selected dimensions as subordinate rows directly in the table, one level per dimension. For details, see Entering, Validating, and Approving Data.

You can configure a drill down for columns with Numeric or Currency data types. To configure a drill down for a column:

When a column drill down is configured, data collectors enter the values of that column for each element of the selected dimensions in the drill down dialog, across all rows in the table.

When a table has both a row drill down and a column drill down, collectors enter each cell at the intersection of a row element and the column per element of the column dimensions in the drill down dialog. Collectors cannot type values directly into these cells.

If all five dimensions are used for the row drill down, a column drill down is not available in that table.

You can drag any row to a new position among the rows at the same level (rows under the same superordinate row). The Total row is fixed at the bottom of the table and cannot be moved.

When you drag a superordinate row, all its subordinate rows move with it as a single unit. The internal superordinate–subordinate relationships within the moved subtree are preserved.

A horizontal line indicates the drop position during the drag. If you drop a row on an invalid target, it returns to its original position and an error message is shown.

You can drop a row onto another row to make it subordinate to that target row, changing its position in the hierarchy.

When you drop a row on a valid target, a Move Row dialog is displayed showing the row you are moving, the source superordinate row, and the target superordinate row:

Review the details and click Move to commit the move.

After the move:

The following moves are not allowed:

You can drag any column to a new position within the table. All column types are draggable.

Exceptions:

When you move a Total column, it continues to reference its source columns by identifier. Moving the total column or its source columns has no effect on the calculated value.