HFM Smartview Free-Form

Smartview Reporting Using Free-Form Mode

Presented By :Amit Sharma

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Lesson 8: Using Free Form Reporting Duration: 30 Duration:  30 minutes Topics        

About Free-Form Mode Free-Form Guidelines Free-Form Grid Examples Comments in Free-Form Grids Comments in Blank Rows and Columns Comments Inside and Outside of Grid Boundaries Formulas in Free-Form Grids Creating Free-Form Reports

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About Free-Form Mode In ad hoc analysis, if you are familiar with the dimensions and members of your database, you can use free-form mode by typing dimension and member names directly into cells. You can still use the POV, member selection, and other ad hoc operations in free-form grids.

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Free-Form Guidelines 1. Grids Grids do not not nee need d to start start in cell cell A1. A1. 2. A grid must must have have at least least one one row dimension dimension and one one column column dimen dimension sion.. 3. Each row row dimension dimension can contain contain membe members rs of only one one dimension dimension.. Each column column dimension can contain members of only one dimension. 4. Members Members of one one dimension dimension can can be entere entered d only in one one of the follow following ing region regions: s: 1. In the the same same row 2. In the the same same colu column mn l The replacement labels specified in the Data Options page of Smart View Options apply in free-form mode. 5. Numerical entries are identified identified as data in the data region, and as comments outside the data region. If you want to use a number as a member name, precede it with a single quotation mark; for example, '100.

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Free-Form Grid Examples Simple Example

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Comments in Free-Form Grids Between

row dimensions Between column dimensions Between page dimensions Between dimensions dimensions and data cells Interleaved with members of page dimensions Interleaved with members of row, column and page dimensions Further, comment rows and comment columns can be interleaved with row and column dimensions. To the left, right, top, bottom of the grid.

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Comments in Blank Rows and Columns

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Comments Inside and Outside of Grid Boundaries

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Formulas in Free-Form Grids You can enter Excel formulas in cells that can contain comments.

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Creating Free-Form Reports To construct a free-form report: 1 Open a worksheet and connect to a data source. 2 In the worksheet, enter member names according to the rules specified. 3 Members may have duplicate names (for example, both East and West markets may contain a member named Portland — Maine and Oregon). To enter a duplicate member name: In Financial Management, the Member Name Resolution window is displayed if the member you enter has a duplicate. From the drop-down list, select the dimension of the member you entered and click OK. Repeat as necessary. 4 Refresh Refresh the grid, or select Ad hoc analysis. 5 Perform further ad hoc operations and formatting as needed.

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Any Question?

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