Difference between revisions of "FluenceXL Options/Version 7"

 
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==XLCubed options==
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==FluenceXL Options==
These are the XLCubed installation level defaults which are applied to any new workbooks opened during the Excel session.  
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These are the FluenceXL installation level defaults which are applied to any new workbooks opened during the Excel session.  
  
 
===Main===
 
===Main===
 +
[[image:options1.png|centre|350px]]
 +
*'''Format File:''' the default FormatSheet location
 +
*'''Language:''' selects FluenceXL's interface language
 +
*'''Hide format sheet:''' sets whether the format worksheet is hidden when created in new workbooks
 +
*'''Default at level view in member tree:''' sets the default view of hierarchies to be level based, rather than member based
 +
*'''Default at level view in measure tree:''' sets the default view of the measures hierarchy to be level based, rather than member based
 +
*'''Sort hierarchies alphabetically:''' rather than the cube defined order
 +
*'''Show dimensions in folders:''' display folders shown at a level above the dimension rather than beneath the dimension
 +
*'''Limit number of members returned in tree to:''' limits to specified value in user interface. See [[Expanding Large Hierarchies]] for details
 +
*'''Show right-click menu option at top (restart Excel to apply):''' the FluenceXL right click menu option is by default at the bottom
 +
*'''Use single members on filters:''' implements 'select and replace' on hierarchies in the filter area of grids (selecting a member replaces any existing selected member)
 +
*'''Automatically select Children of first member'''
 +
*'''Display Dimension Name with Hierarchy Name:''' prefixes the hierarchy name with the dimension name
 +
*'''Disable Tabular columns in Designer:''' sets whether FluenceXL automatically attempts to disable unrelated columns for the [[Tabular Designer|tabular report designer]]
 +
*'''Don't show Small Multiples warning:''' controls whether FluenceXL warns when it restricts the number of charts it shows in a [[Small Multiple Charts|Small Multiple chart]]
 +
*'''Auto apply changes in Task Pane:''' grid task pane defaults to 'Auto Apply', i.e. changes are made instantaneously
 +
*'''Unicode Compatibility (Excel 2003):''' this is required for Unicode support in Excel 2003 and earlier. Note should it only be set in Excel 2003 / XP if Unicode member names exist
 +
*'''Display Conversion Options:''' shows the [[Converting a Workbook from XLCubed V5|Convert from V5]] options in the FluenceXL ribbon
  
[[image:options1.png|centre|400px]]
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===Web Publication===
 
 
**'''Format File''' – the default FormatSheet location.
 
**'''Default at level view in member tree''' – Sets the default view of hierarchies to be level based, rather than member based
 
**'''Sort hierarchies alphabetically''' – rather than the cube defined order
 
**'''Show dimensions in folders''' – Display folders shown at a level above the dimension rather than beneath the dimension
 
**'''Limit number of members returned in tree to''' – limits to specified value in user interface
 
**'''Show right-click menu option at top (restart Excel to apply)''' – The XLCubed right click menu option is by default at the bottom.
 
**'''Use single members on filters''' – Implements ‘select and replace’ on hierarchies in the filter area of grids (selecting a member replaces any existing selected member)
 
**'''Automatically select Children of first member'''
 
**'''Display Dimension Name with Hierarchy Name''' – prefixes the hierarchy name with the dimension name
 
**'''Auto apply changes in Task Pane''' – Grid task pane defaults to ‘Auto Apply’, i.e. changes are made instantaneously
 
**'''Unicode Compatibility (Excel 2003)''' – ** Note should only be set in Excel 2003 / 2002 where Unicode member names exist. This is required for Unicode support in Excel versions pre 2007.
 
 
 
 
 
===Publication===
 
 
 
 
[[image:options2.png|centre|400px]]
 
[[image:options2.png|centre|400px]]
 +
*'''Default Web Address:''' the default web address for publishing
 +
*'''Maximum number of columns allowed:''' the maximum number of columns allowed per page
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*'''Maximum number of rows allowed:''' the maximum number of rows allowed per page
 +
*'''Log Publication Process:''' in the event of a problem, logs additional detail
 +
*'''Check Web Compatibility:'''checks the workbook pre-publication for any known compatibility issues.
  
**'''Default Web Address''' – the default web address for publishing
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===Workbook Defaults===
**'''Maximum number of columns allowed''' – The maximum number of columns allowed per page
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Controls the defaults for new workbooks.
**'''Maximum number of rows allowed''' – The maximum number of rows allowed per page
 
**'''Log Publication Process''' – in the event of a problem, logs additional detail
 
**'''Check Web Compatibility''' – checks the workbook pre-publication for any known compatibility issues.
 
 
 
===Workshop defaults===
 
 
 
 
[[image:options3.png|centre|400px]]
 
[[image:options3.png|centre|400px]]
 
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*'''Available Actions - Ignore multiple filter members:''' if multiple members are selected on filters, these are ignored when determining which Actions to display
**'''Replace null values''' – Replaces null values with the contents of the field Replace null values with:
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*'''Replace null values:''' replaces null values with the contents of the {{Menu|Replace null values with}} text field
**'''Remove nulls when drilling''' – If there are any null rows/columns when drilling down on a member, they will be removed so that  there are no fully empty rows/columns in the report.
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*'''Remove nulls when drilling:''' if there are any null rows/columns when drilling down on a member, they will be removed so that   there are no fully empty rows/columns in the report.
**'''Remove 0 values when drilling''' - If there are any rows/columns when drilling down on a member that only contain zeros, they will be removed so that there are no zero rows/columns in the report.
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*'''Remove 0 values when drilling:''' if there are any rows/columns when drilling down on a member that only contain zeros, they will be removed so that there are no zero rows/columns in the report.
**'''Resize Columns after drilling''' – This allows a column to resize itself when drilled
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*'''Resize Columns after drilling:''' this allows a column to resize itself when drilled
**'''Indent drilled members''' – When the user drills down on a member, they will be displayed indented
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*'''Indent drilled members:''' when the user drills down on a member, they will be displayed indented
 
 
 
 
==Workbook options==
 
===Workbook===
 
 
 
[[image:options4.png|centre|400px]]
 
 
 
**'''Maximum calculation depth during grid refresh''' – Please do not change without checking first with XLCubed Support.
 
**'''Refresh Format Sheet''' – This removes any customised formatting from workbook by replacing the existing FormatSheet sheet with the default sheet as defined in Options -> XLCubed Options -> Main.
 
 
 
===Web publication===
 
Specifies the behaviour and options available in the report once published to XLCubed Web.
 
 
 
 
 
[[image:options5.png|centre|400px]]
 
 
 
**'''Display Submit Changes''' – Controls display of Submit Changes toolbar button on XLCubed Web.
 
**'''Allow Printing''' – Controls display of the Print toolbar button on XLCubed Web.
 
**'''Allow save workbook to Excel''' – Controls display of save to Excel on XLCubed Web.
 
**'''Allow save active sheet to Excel''' – Controls display of save to Excel on XLCubed Web.
 
**'''Allow save to repository''' – Controls display of save to Repository on XLCubed Web.
 
**'''Display Refresh button''' – Controls display of Refresh button on XLCubed Web.
 
**'''Enable Right Click Menus'''  – Controls availability of right click menus on XLCubed Web
 
**'''Save Custom View''' – Controls availability of save custom view on XLCubed Web
 
**'''Drill Formulae'''  – Whether formulae can be drilled on XLCubed Web
 
**'''Edit Member Formulae''' – Whether XL3Member formulae can be edited on XLCubed Web
 
**'''Auto Reload'''  – Whether the report auto-reloads if IIS has timed out due to inactivity
 
**'''Edit XL3LookupRW without unlocking''' – Enable LookupRW formulae for editing
 
**'''Open Links in same Window''' – Whether any XL3Link formulae to other websites or reports are opened in the same or different windows
 
 
 
 
 
===Formula options===
 
 
 
[[image:options6.png|centre|400px]]
 
 
 
**'''Replace null values''' – Replaces null values with the contents of the field Replace null values with:
 
**'''Remove nulls when drilling''' – If there are any blank rows/columns when drilling down on a member, they will be removed so that there are no empty rows/columns in the report.
 
**'''Remove 0 values when drilling''' - If there are any rows/columns when drilling down on a member that only contain zeros, they will be removed so that there are no zero rows/columns in the report.
 
**'''Resize Columns after drilling''' – This allows a cell to resize itself when a formula is inserted to display the result correctly.
 
**'''Indent drilled members''' – When the user drills down on a member, they will be displayed indented.
 
 
 
 
 
==Writeback==
 
===Formula writeback===
 
 
 
[[image:options7.png|centre|400px]]
 
 
 
**'''Enable Writeback''' – Enables Writeback, whether or not this happens on or offline is controlled by the individual Grid Properties 
 
**'''Allow at Lowest Level Only''' – data is entered at leaf level only.
 
**'''Allow at Any Level''' – data is entry at any level is allowed , select one of the following Analysis Services Writeback spreading methods. Note this can be overridden at Grid Properties level
 
***'''Equal allocation''' – Each constituent cell is assigned an equal value.
 
***'''Equal increment''' – Every constituent cell will be changed according to an incremental value
 
***'''Weighted allocation''' - Each constituent cell will be assigned an equal value that is weighted against a formula
 
***'''Weighted increment''' - Every constituent cell is changed incrementally according to a weighting formula
 
 
 
**'''Lowest Level Indicators'''
 
***'''Highlight members''' – This highlights the members that are available for Writeback.
 
***'''Highlight data''' – This highlights the data that is available for Writeback.
 

Latest revision as of 11:46, 6 October 2023

FluenceXL Options

These are the FluenceXL installation level defaults which are applied to any new workbooks opened during the Excel session.

Main

Options1.png
  • Format File: the default FormatSheet location
  • Language: selects FluenceXL's interface language
  • Hide format sheet: sets whether the format worksheet is hidden when created in new workbooks
  • Default at level view in member tree: sets the default view of hierarchies to be level based, rather than member based
  • Default at level view in measure tree: sets the default view of the measures hierarchy to be level based, rather than member based
  • Sort hierarchies alphabetically: rather than the cube defined order
  • Show dimensions in folders: display folders shown at a level above the dimension rather than beneath the dimension
  • Limit number of members returned in tree to: limits to specified value in user interface. See Expanding Large Hierarchies for details
  • Show right-click menu option at top (restart Excel to apply): the FluenceXL right click menu option is by default at the bottom
  • Use single members on filters: implements 'select and replace' on hierarchies in the filter area of grids (selecting a member replaces any existing selected member)
  • Automatically select Children of first member
  • Display Dimension Name with Hierarchy Name: prefixes the hierarchy name with the dimension name
  • Disable Tabular columns in Designer: sets whether FluenceXL automatically attempts to disable unrelated columns for the tabular report designer
  • Don't show Small Multiples warning: controls whether FluenceXL warns when it restricts the number of charts it shows in a Small Multiple chart
  • Auto apply changes in Task Pane: grid task pane defaults to 'Auto Apply', i.e. changes are made instantaneously
  • Unicode Compatibility (Excel 2003): this is required for Unicode support in Excel 2003 and earlier. Note should it only be set in Excel 2003 / XP if Unicode member names exist
  • Display Conversion Options: shows the Convert from V5 options in the FluenceXL ribbon

Web Publication

Options2.png
  • Default Web Address: the default web address for publishing
  • Maximum number of columns allowed: the maximum number of columns allowed per page
  • Maximum number of rows allowed: the maximum number of rows allowed per page
  • Log Publication Process: in the event of a problem, logs additional detail
  • Check Web Compatibility:checks the workbook pre-publication for any known compatibility issues.

Workbook Defaults

Controls the defaults for new workbooks.

Options3.png
  • Available Actions - Ignore multiple filter members: if multiple members are selected on filters, these are ignored when determining which Actions to display
  • Replace null values: replaces null values with the contents of the Replace null values with text field
  • Remove nulls when drilling: if there are any null rows/columns when drilling down on a member, they will be removed so that there are no fully empty rows/columns in the report.
  • Remove 0 values when drilling: if there are any rows/columns when drilling down on a member that only contain zeros, they will be removed so that there are no zero rows/columns in the report.
  • Resize Columns after drilling: this allows a column to resize itself when drilled
  • Indent drilled members: when the user drills down on a member, they will be displayed indented