Template Tables

Template tables allow you to easily add predefined tables that have usefuly metrics and formatting built into them. These can be used directly or further customised for your specific needs.

General features

The tables can be built on top of a cube or Pivot View which allows calculations to be built into the column definitions, and for users to drill down on the row members.

Columns can be formatted with standard number styles, or be displayed as in-cell charts for simple visualisation.

IBCS formatting can be applied to indicated data categories like Actual, Plan and Forecast.

It is very useful (but not essential) to define Business Rules in your workbook. When these are found the template will automatically be populated with usedful defaults, and a table can be build with just a few selections. The templates use the same rules as Business Charts.

Built in templates

IBCS Table 1	IBCS Table 2
Compare Actuals to Plan and Previous Year, for Current Month and YTD.	Compare Actuals to Previous Year, with incell charts, for Current Month and YTD.
IBCS Table 3	IBCS Table 4
Compare Plan to Acutal or Forecast, over multiple Time periods.	Compare Account Actuals to Previous Year or Plan, with waterfall and percentage deltas.
Time Butterfly
View Acutal and Forecast, over multiple Time periods.

Designer

The template designer allows you to insert tables based on the provided template and to customise the calculation and appearance for each column.

The main areas are

1. Template - The initial design of the table and columns. This controls the formatting of the columns and the required inputs for calculations. Pressing the Apply button will clear the current columns and generate new ones based on the current selections.
2. Design - Table table layout allows you to define the Filters which apply to the whole table. It is common to define a Measure and the Current Month in this area.
3. Columns - Initially blank, this is populated once you press the "Apply button". You can then customise the columns generated.
4. Calculations - Used to define parameters for any calculations that are required, e.g. for YTD columns.

Business Rules

If you have defined Business Rules in your workbook then much on the information required will be prefilled.

For example if you want to use IBCS Template 1 then the following can be pre-poulated:

• Design (2)
  • Current Month
  • Acutal Measure
  • Budget Measure
• Calculations (4)
  • Date hierarchy
  • Year level