Data view drawers

Each data view in a template has its own drawer. The drawers are stacked in the left-side panel of Template Studio and each is labeled with the name of the data view.

A drawer lists the components that make up the data view (the Pages, Rows, Columns, and Cells) as well as the page hierarchies that they contain.

You use the drawer to manage the data view, including to add Blanks and Row Notes.

Manage data views

View the available high-level functions

  • Click to see the high-level functions that apply to the data view: Locate, Refresh Data From Cube, Rename, and so on.

Move a data view

  • In the grid, select the data view and drag it.

Page hierarchies

See the page hierarchies available in the data view

  • Expand the Pages node.

See the page hierarchies currently used by the data view

  • Expand the Rows and Columns nodes.

Find a page hierarchy in its data view grid

  • Click the Rows, Columns, or Cells node.

    The cells that belong to it are highlighted in the grid.

Dimensions

Change the members of a dimension

  • In the hierarchy select the dimension and click .

    The dimension opens in Member Selector.

Change how an axis dimension is displayed

  1. Under Rows or Columns, select the dimension.
  2. In the lip click , and select an option.
  3. To define a custom display format, click .

 

Hide a dimension

  1. Under Rows or Columns, select the dimension.
  2. In the lip click and select Hide dimension.

Why hide a dimension?

Hiding dimensions is useful where an axis has more than one dimension, but you only want to show the first dimension.

 Example:  A data view with Hide dimension turned off and with it turned on:

Hide repeating dimension members

  1. Under Rows or Columns, select the dimension.
  2. In the lip click , and select Hide repeating members.

Why hide repeating dimension members?

When an axis has more than one dimension, you get repeating members. Hiding these repeating members makes the data easier to read.

 Example:  The first dimension in the vertical axis appears with Hide repeating members turned off and with it turned on:

Components

The term "component node" refers to the Rows, Columns, or Cells nodes in the data view drawer.

Move a component

  1. In the data view drawer, select the component node.

    In the data view grid the component appears outlined.

  2. Drag the component's outline to the new location.

Rename a component

  • Select a component node and click .

    The new name can use letters, numbers, and symbols and can be up to 30 characters.

Clone a component

  1. Select a component node and click .
  2. Select a location for the cloned component, and click OK.

Cloning allows you to copy and re-use a component, with alterations if you want, within the data view.

 Example:  You could clone the row axis and then change the display format in the cloned version to show a different member property value, such as Names instead of Keys, or even hide one of the dimensions.

 Note:  The cloned version remains linked to the original data view: if you change the members in the original, your changes appear in the clone as well.

Delete a component

  • Select a component node and click .

Link to a template

You can link a component to another template. When the template runs, the end user can click the link to open the linked template.

  1. Select a component node and click .
  2. Click and select the template.
  3. Click OK.

Formatting with Dynamic Calculated named sets

A template that uses Calculated named sets of the Dynamic type applies any cell formatting and cell formulas associated with the rows and columns.

An axis can support only a single Dynamic Calculated named set. However, other members (including Single member or Standard named sets) can be included in the axis member selection, so long as there are no members that are duplicated in the results of the Dynamic Calculated named set and the other selections.

  • Examples of valid selections:
    • Top 25 Customers – A Dynamic Calculated named set
    • Total Customers – A parent member (this member is excluded from the results in the Dynamic Calculated named set and therefore there is no problem with report formatting)
  • Examples of invalid selections:
    • Top 25 Customers – A Dynamic Calculated named set
    • Customer Number One – A leaf member (this member is included in the results of the Dynamic Calculated named set and therefore causes issues with report formatting)