Author: Ian Britz
In this article, we'll use the Models we created to generate Forms. A Form is used to show data from the Model. Forms can be set to read-only for reporting, or can be used to input and capture data. A Form in Kepion is composed of four sections: Rows, Columns, Filters, and Data. The Rows, Columns, and Filters are driven directly by the Dimensions, while the Data exists as the intersections between them.
Cost of Goods Form
Step 1. First, let's create our Cost of Goods Form. This Form will be used to track how much it costs to produce each of our products over time. Navigate to the Forms node in the Assumption Model and click Add to create a new Form.
Step 2. Name the Form Cost of Goods.
Step 3. Then, navigate to the newly created Form in the navigation pane. If you click Refresh in the middle of the page, you'll see that the section remains blank. Before anything is displayed, we need to define the different sections of our Form.
Step 4. Let's first click the edit icon and open the LAYOUT tab. Here we can define which Dimensions to apply to the Rows, Columns, and Filters. Let's put Product on the Row, Months on the Column, and Scenario, Metric, and Fiscal Year on the Filter. Note that we're using the Time Dimension twice here.
Tip: When at least one Member from each Dimension with (Input) is selected, we'll be able to input data on the Form.
Step 5. Navigate to the ROW tab. Here we can choose exactly which Dimension Members we want to display. In this particular case, we'd like to display all five of our products, so we have a few options to choose from:
- Single - Brings in just the selected Member
- All - Brings in all Members of the Hierarchy below the selected Member
- Children - Brings in all the Members on the next level of the Hierarchy
- Leaves - Brings in all the Members on the lowest level of the Hierarchy
As our Dimension Hierarchy is only one-level deep, we could choose All, Children, or Leaves from the ribbon at the top to select the members we want. In the example below we've selected Children of the All member, which is represented as C([All]).
Step 6. Let's do the same thing in the COLUMNS tab for the Time Dimension.
Step 7. Let's return to the MAIN tab to view what our Form looks like at this point. Save and Refresh the Form using the options in the top-left and we should see all of our products on the rows and every month from the entire 8-year span, on the columns. This is far too many members of the Time Dimension than we can easily work with, so let's use the Filters to scope down what we're looking at.
Step 8. We could change the Filter selection using the drop-down above the Form, but this would require us to set the Filter every time we open the Form. Let's instead change the selection in the FILTER tab where we can select the default Filter to use.
Step 9. For the Metric Dimension, let's select Cost of Goods and click OK.
Step 10. Select Plan as the default Scenario, and FY19 for Fiscal Year. Let's also check the Read Only box here, as we want to lock the Form into this context.
Tip: For more information on the other Filter options here, check out this article.
Step 11. Save the Form and return to the MAIN tab. We should now see that our Form only displays the months for the fiscal year of 2019. Also note that the cells have changed color to yellow. This indicates that these cells are inputable.
Note: Every Dimension Member we're using needs to be on the lowest level of the hierarchy in order to input data.
If we change the Scenario Filter back to All, note that the cells turn white again. This is because the Scenario Dimension is no longer on the lowest level of its hierarchy. Let's leave the Scenario Filter set to Plan.
Tip: If your cells are still not inputable, check out this article for more troubleshooting help.
Step 12. Lastly, let's move to the GENERAL tab. Here we have a wide variety of common formatting tools. Feel free to style the Form however you see fit.
Step 1. Now that our Costs of Goods Form is complete, let's move onto the Price Form. As the only difference between the two Forms is the Filter on the Metric Dimension, we can save time by copying the Cost of Goods Form using the Copy From option in the Add Form window.
Step 2. Now all we need to do is change the default Filter in the FILTER tab.
Step 3. And then give the Form a unique look so we can differentiate it from Cost of Goods.
Now we should have two of the four Forms we need in our Assumption Model. In the next article we'll work on creating the other two Forms.