Contents Panel

Introduction

When a report is open, the Contents Panel appears at the bottom of the Designer to allow managing the lists used in the report. By default the panel will show one of the lists. It is possible to select another one clicking on the arrow next to the name of the list. Use this panel to change list members, formats, formulas, etc. List settings are divided in three groups: Data, Format and Display. Additional tabs can appear for settings that are report specific. You can also view all settings by selecting the ‘All’ Tab button.

 

Panel Position and Dimensions

You can customize the Contents Panel to best suit your needs. By default the panel appears in the bottom of the screen. You can collapse it, clicking on the ‘x’ at the right end of the panel. You can drag and drop its upper border to change the panel’s height. Moreover you can maximize the panel in full screen mode, clicking on the upwards arrow on the top-left of the panel (just before ‘Contents’). Click on the arrow again to revert to the normal mode. If you prefer the panel to appear on the right click on the ‘image’ icon in the right of the panel just before the x.”  

List Item

At the list item level you can configure the contents of a list. A list item has a value attribute for each dimension selected at the list level. The value attribute is linked to the ´List Item Member´ level. The value attribute of a specific dimension can contain the following:

  1. Dimension Member
  2. Dimension Variable
  3. For the period and year dimension: Context specific variables like: @@CUR-1, @@CUR+12, etc.

The value attribute is by default blank which is the same as @@CUR. @@CUR means the current dimension member according to the POV or Dimension Settings of the report.

After the dimension value attributes you can find the List Type specific attributes. Read more about these attributes in the following articles: Rows List, Columns List, Pick List, Reference Pick List, Value Tree List, Time Series List

Contents Panel Options

 

OptionExplanations
Edit ListA pop up for editing of the main attributes of the list such as Name Type and Dimensions will be opened. Details in List page.
Add ItemAnother Item will be added in the list and will be represented by a new row in the Contents Table.
RulesThis option is enabled for Dynamic Lists only. All the details can be found in Rules Editor page.
List FormatsThis is a Format linked to a single List. This option opens the maintain List formats pop up. One from the existing List Formats can be chosen or New Format created

 

By the "This list is used in x Places" the admin can see the number of reports in which this list is used. If "x places" is clicked, a popup will open and all the reports which contain this list will be displayed.

Data:

Attributes

List Attribute

Description

Order

Use the order attribute to reorder the items. Items can be reordered using drag and drop functionality. Additionally, when an Item is selected a gear appears in front of the Order column. The options available for the Item there are: Copy, Delete, Sent to Top, Send To Bottom. 

Item LabelClick on the Item Label in case a custom one should be set. More details for this can be found in Set Item Label. When custom, the item label is light blue.
Item TypeClick on the Item Type to select Empty/ Label only, Data, Comment, Subtotal, Microchart or Prediction.
Dimension 1...Dimension nColumns for each of the n dimensions on which the list is set. A member or a variable can be selected for each of them.
DrillBy assigning a drill list to a row, a drill icon will appear in front of the line in the report. This drill list allows the end-user to drill to that list
Column SelectorDifferent Columns can be grouped and showed as a drop down (Column Selector)
FormulaBy specifying a formula this item will be calculated. Formulas can be used in
Navigate toUse this field to select an existing report that will be available through a hyperlink or link to an external webpage (Link Control)

 

Format:

Attributes

List AttributeDescription
FormatThe format attribute will specify the look and feel of the item. This format is not applied to the header of the column/row, but only to its values.
HeaderThe header format, defines how the column/row.. header should be formatted. The available values are identical with the ones used by the "Format" attribute, but applied only on the header.
Insert Data LabelWhether the data label will be visible in the report or not.
WidthDetermines the width of a column.

 

Display:

Attributes

List AttributeDescription
Item Type

Displays the Type of the Item. It can be changed by a double click and options include Data, Label Only or Comment.

ValuationThe value of the valuation is inherited from the underlying system. It can be positive or negative.
Reverse SignWhen this attribute is set to yes, the sign will be flipped.
VisibleWhether this Item will be visible in the report or not.
Suppress ValueThis value sets automatic suppressing, click on the type to see the suppressing options.
Suppress VarianceAllows you to set the conditions for not suppressing the Variance, by using a pick list. Available values include:

Suppress No Base or No Reference, Suppress, NoSuppress, SuppressNoBase, and SuppressNoReference.