Modeler Guide - Part 6 – Kepion Support Center

Formatting and Preview

When the layout and axis definitions are specified, you can use the General tab to perform formatting on the Form.

Kepion supports all major formatting features commonly found in most applications. In addition you can define system level formatting per Form by using the Advanced Settings.

Advanced Settings

Use the Advanced Settings to control rendering and behavior of the Form.

Row aggregate indicator: When checked, the selected color will be used to highlight an entire row when containing a non-leaf member on the row axis.

Input cell and annotation indicator: When checked, all available input/annotation cells will be highlighted with the selected color.

Dropdown Indicator: When checked, all drop-down cells that are available for input on the Form will be highlighted with the selected color.

Alternate row color: When checked, all even rows on the Form will use the first color option and odd rows will use the second color option.

Increase and decrease color: When checked, numbers that change positively on refresh will be highlighted with the first color option, while all numbers that decrease will use the second highlighted color.

Show grids on row: When checked, display cell grids in the row axis region of the Form.

Show grids on column: When checked, display cell grids in the column axis region of the Form.

Show grids on data: When checked, display cell grids in the data axis region of the Form.

Show grids on corner: When checked, display cell grids in the corner region of the Form between the row and column axis.

Show border: When checked, display default bordering on the row, column and data region.

Red for negative numbers: When checked, negative values will be colored red.

Bold parent members on row: Similar to row aggregate indicator, instead of highlighting the entire row, the data will be formatted with bold.

Hide spreadsheet headers: When checked, spreadsheet headers on the Form on both row and column will be hid.

Auto merge rows: When checked, row axis members are auto-merged to Form continuous cells when possible.

Auto merge columns: When checked, column axis members are auto-merged to Form continuous cells when possible.

Enable expand and collapse: When checked, hierarchy members along row and column axis can be expanded and collapsed.

Include all writeable to change-list: When checked, all members within the writeable region will automatically be added to the change list.

Manage Formula: This is an advanced option that will translate formulas from spreadsheet co-ordinate space into MDX tuples.

Query includes annotation and text cells: When checked, annotations will be supported on the Form. For large Forms, it is advised to have this property unchecked.

Smart Refresh: When a data change is detected within an app instance, selecting this Form will cause an automatic refresh.

Settings

Display Properties

Use the display properties to control how the members should display on the Form.

General

For the members on the axis, you can choose to show different properties. By default, each member will show its MemberName property. Select multiple properties to display for a member and define the ordering by using the UP and DOWN button. Also, to show the natural indentation of the member within a hierarchy, check the checkbox in the Indent Hierarchy column.

Alternate Display

The Alternate Display allows the user to dynamically swap out the current display property with one or more of the selected properties.

You can give the selectable group of properties a common header and define the available properties for users to pick from in the Alternate Display popup window.

Hyperlink

The Attribute for Link option can turn a header display to a hyperlink. To setup this feature, you will need to have an attribute in the dimension that stores the hyperlink target. Then select that attribute from the Attribute for Link list.

The mouse pointer will turn to a hand indicating a clickable hyperlink once mouse is over the header display. The link will always be opened in a new tab within the same window.

Hover-over

The Attribute for Hover option, once configured, will show a floating window with selected attribute value when user hovers over on header display.

Display Format

Format allows you to specify a format string for the Form display property. Depending on the type of the display property, you can have different format options. The following options are available to use when formatting display properties:

Byte - With a value of 240

‘C3′: $240.000
‘D4′: 0240
‘e1′: 4e+002
‘E2′: 40E+002
‘F1′: 0
‘G’: 240
‘N1′: 0
‘P0′: 24,000 %
‘X4′: 00F0
‘0000.0000’: 0000

Int16 - With a value of -23805

‘C4′: ($23,805.0000)
‘D6′: -023805
‘e1′: -2.4e+004
‘E2′: -2.38E+004
‘F1′: -23805.0
‘G’: -23805
‘N1′: -23,805.0
‘P0′: -2,380,500 %
‘X4′: A303
‘000000.0000’: -023805.0000
‘##000.0′: -23805.0

Int32 - With a value of -16325

‘G’: -16325
‘C’: ($16,325.00)
‘D8′: -00016325
‘E4′: -1.6325E+004
‘e3′: -1.633e+004
‘F’: -16325.00
‘N’: -16,325.00
‘P’: -16.33 %
‘X’: FFFFC03B
‘0,0.000’: -16,325.000
‘#,#.00#;(#,#.00#)’: 16,325.00

Double - With a value of 1054.32179

‘C’: $1,054.32
‘C0′: $1,054
‘C1′: $1,054.3
‘C2′: $1,054.32
‘C3′: $1,054.322
‘E’: 1.054322E+003
‘E0′: 1E+003
‘E1′: 1.1E+003
‘E2′: 1.05E+003
‘E3′: 1.054E+003
‘e’: 1.054322e+003
‘e0′: 1e+003
‘e1′: 1.1e+003
‘e2′: 1.05e+003
‘e3′: 1.054e+003
‘F’: 1054.32
‘F0′: 1054
‘F1′: 1054.3
‘F2′: 1054.32
‘F3′: 1054.322
‘G’: 1054.32179
‘G0′: 1054.32179
‘G1′: 1E+03
‘G2′: 1.1E+03
‘G3′: 1.05E+03
‘N’: 1,054.32
‘N0′: 1,054
‘N1′: 1,054.3
‘N2′: 1,054.32
‘N3′: 1,054.322
‘P’: 105,432.18 %
‘P0′: 105,432 %
‘P1′: 105,432.2 %
‘P2′: 105,432.18 %
‘P3′: 105,432.179 %
‘R’: 1054.32179
‘#,000.000′: 1,054.322
‘0.###E-000′: 1.054E003
‘000,000,000,000.00###’: 000,000,001,054.32179

DateTime - For complete coverage, please refer to the following link

‘MMMM dd, yyyy’: July 16, 2014

Image

You can also integrate images inside a Form.

To configure for this scenario, you will need to configure a Dimension Attribute that contains the URL of the PNG/JPEG files.

Then in the Form, you need to configure the attribute which contains the URL as the display property, and then check the Image Link checkbox to indicate that this should be displayed as an image. You can also configure the Image Stretch property to determine how the image is rendered.

Drop-down

Refer to the Drop-down section for a detailed look into Form Drop-downs.

Relationship

A Form can make use of one or more relationship to define the valid combination of members across dimensions within a model. For instance, there might be a set of products that are sold in certain countries, or a relationship that defines which Accounts are valid for a set of Departments. You can configure relationship on a Form by using the measure from a linked model of the parent model.

Native MDX

You can use advanced MDX to define your Form once you have the layout and display properties specified. It is important to ensure the layout and display properties match with any custom MDX that is used to define an axis.

To define your own custom MDX, enter in the MDX to the appropriate section such as on With, Column, or Row and choose to enable that MDX by checking one of the following:

Inject custom With syntax on query.
Inject custom Column syntax on query.
Inject custom Row syntax on query.

KPI

To create KPI in the Form, select the cell(s) that you want to put the KPI(s) in and right click. Select Create KPI.

In the KPI window, you can rename the KPI.

In the SCOPE tab, you need to define the region on the Form to which the KPI definition should apply. In the example below, we want to apply this KPI definition to only the ‘Product GM %’ member on the Form. What this also means is that if the user changes the Form filter to different years or scenarios, this KPI definition will still apply as long as the ‘Product GM %’ member appears on the Form. You can choose to include other dimensions and members to narrow down the scope of the KPI.

In the TARGET tab, you can choose to define target conditions for numeric data or text data. You can also Add or Remove conditions by clicking on the relevant buttons, and order your conditions by using the UP and DOWN buttons. You can change the color and the shape for each target condition by using the shape drop-down and color palette.

In the FORMAT tab, you can give some formatting options around the KPI definition. Multiple formatting options are available, including different vertical and horizontal alignments, sizing of the KPI, different KPI styling and whether to hide the cell value when the KPI is displayed in the Form.

Click Finish. Then you’ll see the KPI in the Form immediately.

To modify the KPI definition, right-click on any cells in the Form and choose Manage KPI.

In the pop-out window, you’ll find all the KPIs that are defined in the Form. If there are multiple KPIs defined for one cell, their priority is based on the order of the list. Use MOVE UP and MOVE DOWN to reorder the KPIs. To modify a KPI, click Edit. To delete a KPI, click on the checkbox next to the KPI and click Remove.

Cell Attribute

Cell attribute allows you to create validations on Forms, change the input attribute of the cells, and define format by Dimension Members. Right-click on a cell that should have the validation applied and select Define Cell Attributes.

In the Define Cell Attributes window, you can rename the cell attribute.

In the SCOPE tab, you need to define the region on the Form to which the cell attribute should apply. This is similar to define KPI Scope. Please refer to the KPI section for more details.

Click Next to continue to the ATTRIBUTES tab. You can override the cell input attribute here. If you don’t want to modify the input attribute, select the “None” option. You can also choose to hide aggregated values on a Form.

Click Next to continue to the VALIDATION tab. Click the Validation checkbox on the bottom left to enable this area. Select the Numeric Range or Text radio button as needed. Click Add to create the validation condition. Here you can define the condition such that when the value is less than zero, the user will see an error icon along with a message. Check the Disallow Post checkbox if you want to prevent the user from posting when an error condition is encountered.

Use the FORMAT tab to modify the icon alignment, size, and position.

Click Next to continue to the FORMAT tab. Click the Enable formatting checkbox on the bottom left to enable this area. You can format the cell(s) defined by the SCOPE the way you want. This definition will override what is defined in the Form.

Click Finish. If user enters in any number that is less than zero, they will see a red error icon with a message letting them know that the value needs to be positive.

To modify the Cell Attributes definition, right-click on any cells in the Form and choose Manage Cell Attributes.

In the pop-out window, you’ll find all the Cell Attributes that are defined in the Form. If there are multiple Cell Attributes defined for one cell, their priority is based on the order of the list. Use Move Up and Move Down to reorder the Cell Attributes. To modify a Cell Attribute, click Edit. To delete a Cell Attribute, click on the checkbox next to the Cell Attribute and click Remove.

Print

To configure the print settings of the Form, right click on any cell and select Print.

In the print window, the definition of page orientation, paper size, margin, scaling, and headers and footer are derived from the application-level print settings. You can modify them and preview each page of the Form in the preview area. Click Save to override the application print settings on this particular Form.