Power User - Advanced
Welcome to our training materials! We're excited to have you here and hope that this training will provide you with valuable knowledge and skills. Below, you can find the complete table of contents, this will give you an overview of what topics will be covered and in what order. Be sure to check back regularly for any updates, as we make changes or additions to the training materials.
- 1 Working with Subset Editor
- 2 Working with Settings Service
- 3 Working with Attributes
- 4 Table Advanced Options
- 4.1 1. Zero Suppression
- 4.2 2. Subset Selection
- 4.3 3. Context menu options
- 4.3.1 » User defined consolidations: Rollup
- 4.3.2 » Subset Editor Shortcuts
- 4.3.3 » Inserting new column and row
- 4.3.3.1 Adding column
- 4.3.3.2 Column title change
- 4.3.4 » Formulas
- 4.4 4. Cross Drill
- 4.5 5. Spreading
- 4.6 6. Number Format
- 4.7 7. Read only
- 4.8 8. adHoc columns edit
- 4.8.1 » Enabling adHoc columns
- 4.8.2 » Overview of the available options
- 4.8.3 » Configure Default Elements
- 4.8.4 » Exercise
- 4.9 9. Undo the changes
- 5 Charts configuration and edition
- 5.1 1. Waterfall Chart
- 5.1.1 » Drill Down
- 5.1.2 » Y-axis scaling
- 5.1.3 » Add commentary
- 5.1 1. Waterfall Chart
- 6 KPI widget types and configuration
- 7 Advanced TI integration
- 7.1 1. Basic TI setup
- 7.2 2. Advanced TI settings
- 7.2.1 » TI Process configuration using new Advanced Options GUI
- 7.2.1.1 Hide specific parameters
- 7.2.1.2 Add labels
- 7.2.1.3 Disable parameters
- 7.2.1.4 Add default value
- 7.2.1.5 Configure subnm selection
- 7.2.1.6 Change the parameter type to checkbox
- 7.2.1 » TI Process configuration using new Advanced Options GUI
- 7.3 3. Track process status in notification drawer
- 7.4 4. Create TI Process button from Action menu
- 7.5 5. Run on click
- 8 Advanced MDX
- 9 Full MDX view
- 10 User default settings
- 11 Final Exercise
Working with Subset Editor
1. Open Subset editor from different levels of the app
Navigate to Exec Dashboard.
The subset editor is accessible from:
Filter bar
Widget header for every available row or column dimension in each widget
Cube Settings popup
Subset editor shortcut can be also added to the context menu which is useful functionality when editing views.
- Follow the steps
Navigate to Reports / Views - Simple planning template view
Enable the edit mode
Click on the cube setting icon
Select Product dimension
Open the advanced option GUI for the Dimensions Settings
Turn on Enable Subset Editor option
Close the cube settings popup
Save the changes
Right click on any element from Product dimension
Notice the the Subset Editor option is available in the context menu
Navigate back to Exec Dashboard
2. Subset Selection
- Open Subset editor for Overview widget Region dimension directly form its header.
Change subset selection by opening the Subset drop-down list
Click through the available options to see how the displayed elements change
Your choice is immediately visible and you can decide if those are the elements you want to display. The list includes Static and Private subsets.
- Create your own subset
Select Europe and Asia element
Use Keep button to confirm the selection
Click Save icon
In the popup input: my test subset
Click Save button
New Subset will be now available in the Subset drop-down list
Click Apply to see the changes in the Overview widget
Discard the changes
If you want to make additional adjustments it's possible to copy & paste and change the order of the elements.
3. Attribute Selection
Now you will practice Attribute selection.
- Follow the steps
Open Subset Editor for Overview widget Region dimension directly form its header
Open Attribute drop-down list to see all available attributes for selected dimension
Choose Color and Currency
Like in previous case you immediately can see how given attribute will look like if it was applied.
Open Attribute list again
Unselect Code and Description
Click Apply to see the changes in the Overview widget
Click Save & Discard button and Discard changes in the confirmation popup to revert to original configuration.
4. Choose Default Value
Subset editor also allows you to change default values for global filters and fixed values.
- Follow the steps
Open Subset Editor for Region global filter
Current default value is set to: World
- You can easily change that
Go through the elements visible in the dimension and notice that cursor icon appears
If you hover over it, the Select default message will appear
Select Europe as Default
Click Apply
Save the changes and reload the page
Turn on the Edit Mode
Region filter should be displaying Europe element.
You can decide to remove default element by clicking "x" visible next to the selected element.
5. Exercise
In this exercise you will use Subset Editor to change elements displayed in Version dimension.
- Follow the steps
Open Subset Editor for Overview widget directly from its header
Choose Version from the list
Select Actual, Budget and Act_Bud_Var from the list by pressing and holding Ctrl to select multiple items
Click Keep button
Click Apply button
Overview widget is now displaying updated column elements selection.
Open cube settings for Overview widget
Select Version dimension
After applying changes, List Type is now set to MDX and the selected elements are listed in the MDX statement in the textbox
Change List Type back to Subset and choose Default from Subset drop-down list
Close the popup
6. Rollup
Rollup functionality, allows users to quickly and easily aggregate data from selected members into a single, summarized record. The rollup feature can simplify data analysis and provide more comprehensive view of information. Aggregated data can be displayed in tables and charts.
In Subset Editor you will find dedicated Rollup button or you can utilize the Rollup option inside the context menu.
- Follow the steps
Open the subset editor for Region dimension in Overview widget
Click Show All Elements (All E) button
Select all leaf level elements
Click Rollup button
Click Apply button
You will notice that new rollup was saved in the subset editor toolbar.
Click Apply button
New consolidated element will be visible in the table
Open subset editor again
Click on the x button to reset the Rollup
Select different leaf level elements
Right click on any element to open up the context menu
Select Rollup from the context menu
Click on the x button to reset the Rollup
Rollup will be no longer visible in the subset editor toolbar
7. Expand above
Enabling this option reverses the order in which child elements are displayed under (or above) their parent consolidations.
- Follow the steps
Click Show All Elements (All E) button
Click Expand Above button
Click Apply button
Save the changes
Collapse and expand Region dimension consolidations and you will notice that the order in which children elements are displayed changed.
Working with Settings Service
Values stored in settings service can be easily retrieved and utilized in reports. For instance, you can use them to set dynamic titles and descriptions, pass them into MDX and more.
The values in the Settings Service are stored in a 3-part key, delimited by periods. This key includes information such as the instance name, dimension name, and hierarchy name, making it easy to access and work with these values.
Syntax example: UX_Demo.Product.Product
1. UX Placeholders
» Dynamic Titles
In this exercise, you'll be using the UX placeholder to set a dynamic title that changes based on the global filter value.
To do this, you need to reference that value in the report's title using the UX placeholder. This way, every time the user changes the filter, the report title will update accordingly
- Follow the steps
Navigate to Sales Planning view (Exercises / Views)
Enable the Edit Mode
Click on the page title
Change it to: Sales Planning $<<UX_Demo.Region.Region>>
Change the Region global filter to World
Make sure that the title updated
With the use of the UX placeholder, you can also retrieve the alias of elements. This is done by using the syntax: $<<Instance_Name.Dimensions_Name.Hierarchy_Name-alias>>
» Attribute values
It is also possible to retrieve specific attribute value from Settings Service and use in e.g view title. You must use the following syntax: $<<Instance_Name.Dimensions_Name.Hierarchy_Name::attribute>>
In this exercise you will retrieve values for Region dimension Country Code attribute.
For the attribute to show correctly in the frontend option called All Attributes needs to be enabled.
This is how we enable it:
Click on the Settings icon
Select Filterbar option
Set All Attributes to Yes
Collapse the settings panel
Save the changes
Reload the page
Enable the edit mode
- Then follow the steps
Click on the view title
Change it to: Sales Planning $<<UX_Demo.Region.Region::CountryCode>>
Change the Region global filter to Spain
Make sure that the title says: Sales Planning ES
Those variables can be used in every text field in the view definition: info tool-tips, page titles etc. as well as in MDX query.
2. Dynamic MDX
UX placeholders can be part of MDX expressions that are used when configuring dimensions.
In this example you will configure Version dimension (Exercises / Views / Sales Planning view) to dynamically change the column content depending on the selected global filter.
- Follow the steps
Click on the cube icon to open up the cube settings popup
Change the sub-view to Version
Select Version column dimension
Open the advanced options panel and select Dimension Settings
Change the List Type to MDX
In the MDX text box input: {[Version].[Version].[$<<UX_Demo.Version.Version>>]}
Close the Cube Settings popup
Change the Version global filter to Budget
Make sure that the data as well as column header updated
Save the changes
3. Dynamic Formatting
Another way to utilize the UX placeholders is to make the formatting of our table more dynamic. Instead of using the column name for formatting, we can use the UX placeholder, which will apply the formatting based on the value of the global filter.
- Follow the steps
Click on the cube icon to open up the cube settings popup
Click + icon visible the Global Filters section
In the popup:
From the dropdown list select Period dimension
Click Add Dimension button
Change the Attribute (for newly added Period dimension) to Short Description
Close the cube settings popup
- Follow the steps
Open the advanced option panel
Expand Table Config section by clicking on the + icon
Select Column Format
Click + Column Format
Add Feb column by selecting it from the dropdown list and clicking +
Click on the pencil icon in className textbox and select any class
Click Apply button
Open the CODE tab
Replace the Feb column name with $<<UX_Demo.Period.Period::Short Description>>
Collapse advanced options panel
Save the changes
Change the Period global filter and notice that formatting is based on currently selected value (only Year column will have different formatting applied)
4. UX placeholders used in hierarchy context
This functionality allows users to dynamically define a dimension hierarchy using a placeholder. After clicking Select button the Hierarchy dropdown list will be changed to text box to enable placeholder input.
- Create new view
Select Add public... option inside Exercises - Views folder
Do the following configuration inside the popup:
Add view title: Dynamic hierarchy
Change the Cube Source by selecting Retail from the dropdown list
Click Create button
Publish the view
- Set up the view
Click on the cube icon to open cube settings popup
Select Default view
Drag and drop:
Period to Row Dimensions
Product to Column Dimensions
- Set up Product dimension to dynamically change based on the hierarchy selected
Click Add Dimension (+ icon) button in Global Filters section
Choose Product from the list
Click Add Dimension button
Click Add Dimension (+ icon) button again
Set Control Objects option to Yes
Choose }Hierarchies_Product from the list
Click Add Dimension button
Select }Hierarchies_Product dimension
Open Subset Editor
Click All E button
Select Product:Color and Product:Size from the list of available elements
Click Apply button
Select Product global filter dimension
Open the advanced options panel Dimension Settings
Click Select button visible above Hierarchy dropdown list
In the editable text box input UX Placeholder: $<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product::Hierarchy>>
Change the List Type to MDX
Select Product dimension added in columns
Add the same placeholder in the Hierarchy text box
Change the List Type to MDX
Close the cube settings popup
Change }Hierarchies_Product filter to Product:Size and back to Product:Color
Notice how Product dimension hierarchy dynamically updated in global filter as well as in columns.
Save the changes
This configuration will work for global filters as well as for dimensions selected in rows or columns.
5. Nested UX placeholders
Use the view configured in the previous exercise to practice adding nested UX placeholders.
In this example the selection will be even more dynamic, both filters are configurated the same way as in previous case, but the MDX changes were made for the Product dimension added in columns.
- Update the configuration and follow the steps
Click on the cube icon to open cube settings
Select Product dimension added in columns
Open advanced options panel and select Dimension Settings
Click Select button visible above Hierarchy dropdown list
In the editable text box input UX Placeholder: $<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product::Hierarchy>>
Change the MDX query to:
{[Product].[$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>].[$<<UX_Demo.Product.$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>>>]}
Close the cube settings popup
Select element from Product global filter and notice how the column element dynamically updated
Change }Hierarchies_Product filter to Product:Size and select different element from Product global filter
Save the changes
Above example shows that by nesting two UX placeholder statements within each other users can not only define dynamic element selection based on filters, but also dimension hierarchy.
MDX details:
{[Product].
product dimension
[$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>].
dynamic hierarchy based on the global filter selection
[$<<UX_Demo.Product.$<<UX_Demo.}Hierarchies_Product.}Hierarchies_Product>>>>]}
nested UX placeholder enabling to selection from Product dimension even when its hierarchy is changing dynamically
Working with Attributes
1. Cell Types
Apliqo supports few predefined cell types that can help you create the reports you need, we will take a look at Date picker & Checkbox. Both of them are defined by CellType attribute.
Navigate to UX Samples - Cell Types - Date Picket options
Let's see what will happen when we change the Cell Type:
Open Set Cell Type popup
Click on the Checkbox CellType and notice that the box is checked
Clear the Checkbox CellType by clicking backspace button
Cell type changed and the checkbox is no longer visible
Input checkbox value into the cell to change the type again
Click on the date CellType and notice that the calendar opens
Clear the "date" value
The calendar is no longer available
Input date value into the cell to change the type again
2. Table format based on attribute
Navigate to UX Samples - Attributes -Format - driven by Attribute
In Simple Condition widget you can edit the value of the Region UX_Class attribute that is is used to drive the format in the Style grid.
Let's try it out:
change the value for USA cell to bg-orange-600
you will notice that the formatting in style widget changed
Now let's take a look at the advanced options to see how this was achieved:
Open advanced options panel
Click on the Style widget header
Click on the CODE tab
In the table section you will notice that instead of class the attribute was used to drive the formatting
Replace UX_Class with:
$<<UX_Demo.}ElementAttributes_Region.}ElementAttributes_Region>>
Collapse advanced options panel
change the }ElementAttributes_Region global filter to Class2
You will notice that the cell color for the USA and Brazil elements was updated.
3. Read only based on attribute
Read-only access can be applied to the whole table, specific rows, columns or be based on attribute value. In this exercise you will use UX Placeholder to see how the read access can change based on the selected filter.
For the purpose of this exercise navigate to UX Samples - Attributes - ReadOnly and Popup display based on dimension attribute.
Take a look at the Read only option based on Region dimension attribute widget, right now the leaf level elements are editable, which is indicated by the grey formatting.
Change the Region global filter to Brazil
Formatting of the cells will be changed to read only
Follow the steps below to practice the configuration:
Open the subset editor for Region global filter
From the attributes list select ReadOnly (this atribute is used to dynamically drive read access of the table. It's configured with true/false values)
Click on the pencil icon to edit the attributes
Set the value of ReadOnly attribute for USA element to true
Apply the changes
Change the Region global filter to USA and you will notice that cells are no longer editable
In this part you will check the advanced options that allowed for readOnly access to change dynamically:
Open the advanced options panel and select CODE tab
Click on the Read only option based on Region dimension attribute widget header
Under the table section you will see "readOnly" option
In this example true/false value was replaced with the placeholder referencing in this case Region global filter dimension and ReadOnly attribute:
"$<<UX_Demo.Region.Region::ReadOnly>>"
For this to work correctly the All Attributes option under Filterbar section needs to be turned on.
4. Show table popup based on attribute
By default, popup icon will appear for all elements in the table. However, if you want to limit the display of the icon to only certain elements based on their attribute values, you can do so by assigning a value of 1 to those elements. This exercise will show you how to set up and use this feature effectively.
For the purpose of this exercise navigate to UX Samples - Attributes - ReadOnly and Popup display based on dimension attribute.
Take a look at the Popup display based on Region dimension attribute widget, popup icon is limited to just few rows.
Follow the steps below to practice the configuration:
Open the subset editor for Region global filter
From the attributes list select ShowTablePopUp (you can use whatever name you prefer for your attribute)
Click on the pencil icon to edit the attributes
Change the value for America, Europe & Asia to 1
Apply the changes
And all done, now the popup icon will be displayed for the selected elements (all with the value 1) from the dimension.
Second part of the configuration was done using table advanced options:
Open the advanced options panel
Click on the Popup display based on Region dimension attribute widget header
Select Table Config section
Popup Attribute Enabled option needs to be set to Yes
Change it to No and notice that now the popup icon will be displayed for all Region elements in the table
Change it back to Yes
Also correct Display Popup Attribute must be selected from the list to ensure correct configuration.
Table Advanced Options
1. Zero Suppression
In case you do not want your table to display rows/ columns containing only null data, you can achieve this by changing the 'Zero Supression' settings.
Navigate to Views - Sales Planning
Before following below steps notice that rows displaying only 0s were hidden. Now you will check what happens if you change this option:
Click view Cube Settings icon
Open Zero Suppression drop-down list and un-check Rows and Columns option
Open advanced options panel and select SubView Settings
Open Zero Suppression Button drop-down list and chose Rows and Columns
Close the Cube Settings popup
If you look at the table now you will rows contain 0 values. Select rows from the new Zero Suppression button and they will disappear again.
When the Zero Suppression button is enabled, there is no need to go back to the cube settings to change zero suppression selection, it can be done directly from the view level.
2. Subset Selection
To provide a more dynamic analysis of the data, another very useful feature is available in the cube settings - Subset Selection. Enabling it allows you to change the subsets of the dimension from the list available at the view level. Additionally, we decide which subsets are included in the selection.
Do the following configuration:
Open view Cube Settings
Click on the Product dimension
Open the advanced options panel and select Dimension Settings
Enable Subset Selection
Choose Accessories, Bikes and Clothing in Multi Subset Selection list
Close the pop-up and check the subset selection availability and save the changes.
3. Context menu options
» User defined consolidations: Rollup
Two new options, Rollup and Custom Rollup, have been added to the context menu for grid widgets and views.
Rollup: creates a new element that summarizes the selected members by displaying their sum.
Users also have the ability to create a Custom Rollup which requires an additional dialog in order to select the mathematical function to apply to the rollup.
You can specify both Rollup Name and Rollup Function:
AGGREGATE/SUM: display the total for the selected members
AVG: display the average value of the selected members
COUNT: display the number of the selected members
MIN: display the minimum value of the selected members
MAX: display the maximum value of the selected members
STDDEV: displays sample standard deviation of the selected members Follow the steps below to practice it:
Select few elements from Product dimension (e.g. leaf level elements from Mountain Bikes) • Right click on one of the elements to open up a context menu • Select Rollup option
New consolidated element Product Sum will appear in the table.
You can edit the Rollup at any time:
right click on the Product Sum element
select Edit Rollup option from the context menu
in the popup do the following configuration
◦ Change the Rollup Name to: Product AVG
◦ Change the function to AVG
◦ Apply the changes
Now the Product AVG element is showing the average value for the selected elements.
What is more you can also Save the changes made or Reset them to get back to the original view configuration:
Right click on the Product AVG element
Select Save option
Save the view & reload the page
Product AVG will still be available in the view configuration
Enable the edit
Right click on the Product AVG element
Select Reset option
Product AVG will no longer be available in the view configuration
Save the changes
» Subset Editor Shortcuts
These shortcuts allow you to change selected elements or attributes on the fly, making it easy to manipulate data quickly and efficiently. There's also an option to reset or save changes.
Follow the steps below:
Right click on the Helmets element
Open Selection list
Select Keep + children
You will notice that the table updated the selection accordingly
Right click on the Helmets element
Open Attributes list
Select Spanish Description
The Product dimension will now display updated attribute
Select Reset from the context menu to return to the original configuration
» Inserting new column and row
In this exercise, we'll focus on enhancing reports by inserting new columns or rows. Adding custom calculations to your reports can provide valuable insights and context to your data, making it more informative and visually appealing.
Adding column
First we will add a column:
Right click on the Dec column
Choose Insert column right form the list
Context menu will automatically close and the new column will appear in the table.
Adding new rows works the same way. After right clicking on the row element, context menu appears and we will have the option to add row above or below selected element.
Column title change
All the columns added to the table will appear with the default name: Inserted + number (depending on the amount of already added columns).
It can be changed using context menu:
Right click on the inserted column header
Select Edit Column Header from the list
Enter the new title in the popup: New Column
Click Save
Make sure that the column header updated
Save the changes
» Formulas
Adding new columns in views or grid widgets is often done to perform further calculations. The application allows us to use arithmetic operations or standard Excel formulas.
We will use our new column to calculate the sum of the values for the first half of the year, so months of Jan through Jun.
Follow the steps below:
Click Toggle Excel Headers button for easier formulas input
Click on the firs row cell in New Column
Input the formula e.g. =SUM(D1:J1) and click Enter
Formula entered on the first row cell is automatically applied to all elements in rows. Now only the first row cell is editable.
You can change it:
right clicking on the first cell in New Column
select Remove Auto Column Fill from the context menu
select Auto Column Fill from the context menu to populate rest of the cells again •
Save the changes
DBRW function
DBRW function which uses the same syntax as in Perspectives or PAfE is also supported.
In this exercise we will use this function:
=DBRW("UX_Demo", "Retail", "Actual", "2012", "$<<UX_Demo.Period.Period>>", "Local", "USA",
A1, "Sales Amount")
Period dimension was replaced with: '$<<UX_Demo.Period.Period>>' to allow the value to dynamically change together with the Global filter.
Product dimension was replaced with A1, which refers to the row dimension Follow the steps below:
Double click on the first row cell in New Column
Input the DBRW function and click Enter
Change the Period global filter to May
Make sure that the data updated
Save the changes
As you can see, the data from the New Column displays the same data as the May column.
COLHEAD - referencing column headers in custom formulas
To fully benefit from the formulas new custom function =COLHEAD(1,0) was added to the app that allows to reference column header name.
First parameter refers to column number (starting from 0 for column A)
Second parameter specifies the column header index and is needed only if nested column headers are used, in which case the user must specify the header row. The default value if omitted is 0.
In this exercise you will use a DBRW function, which will include =COLHEAD formula.
First you will update New Column name and connect it with Period global filter with the use of settings service placeholder:
Right click on the New Column header
Select Edit Column Header option from the context menu
In the textbox input $<<UX_Demo.Period.Period>>
Click Save button
The column name will update to match the current Period global filter selection.
In this part of the exercise you will add DBRW formula to the table.
double click on the first cell in the Year column (so it will become editable)
input the following formula in the cell =DBRW("UX_Demo","Retail","Actual","2012", COLHEAD(15), "Local","USA",A1, "Sales Amount")
Now, thanks to the fact that you used a settings service placeholder in the column name and a new COLHEAD formula in the DBRW function, you can see how the data will dynamically update when we change the Period global filter.
Change the Period global filer by selecting Jan from the dropdown list. The column name header as well as the column data will update.
4. Cross Drill
For better analytical possibilities, the application allows us to drill on each row, by any other dimension, which is part of the cube the view is based on.
For the purpose of this exercise navigate to Exec Dashboard and follow those steps:
Right click on the USA element in the Overview widget
Make sure that the context menu appeared and the Drill down by... option is available
Chose Account from the list of available dimensions
Drill appeared in the table and is marked with blue color. You can collapse and expend the consolidations.
To close the drill, right click on one of its elements and choose Close from the list.
5. Spreading
Spreading is used to distribute a value across a range of cells or all leaf elements in a consolidation. For the purpose of this exercise navigate to Reports / Views - Input on C-level Cells.
Once spreading is enabled two additional right-click menu options will appear:
Spreading (opens a separate dialog)
Holds... ( leads to a sub menu) Follow the steps below:
Change the Region global filter to USA
Right-click on February - Bottles and Cages • Select Spreading option
In the popup:
Select Proportional Method
Select Replace Data Action
Input 1000 in the Value to be spread textbox
Click Apply
All leaf elements should now be equal 333.
Spreading & Holds shortcut can be entered directly in the cell without using the right-click options or spreading dialog.
» Overview of available options
Method:
The proportional spread method distributes a specified value among cells proportional to existing cell values. (P)
The equal spread method distributes a specified value equally across cells in a view (S)
The repeat method repeats a specified value across cells in a view. (R)
The Clear method clears values from cells in a view. (C)
The percent change method multiplies current cell values by a specified percentage. (P%)
The straight line data spreading method populates cube cells by linear interpolation between two specified endpoints. (SL)
The growth % method accepts an initial value and a growth percentage. (GR)
» Spreading advanced options
When spreading is enabled for a view or widget then by default all spreading types are enabled. But with the use of advanced options you can control which types are allowed.
Follow the steps below:
Click on the Spreading widget header
Click on the Settings icon
Click on the + icon visible next to Table Config option
Select Spreading Items
All available spreading types will be visible in the right panel of the advanced options.
Set Proportional, Equal and Repeat to No
Collapse the Settings panel
Right-click on any cell in Spreading Widget
Select Spreading from the menu
Open Method dropdown list
Disabled spreading types will not be visible
Close the popup and Discard the changes.
» Input on consolidations
After enabling Input on Consolidations in the advanced options by default non editable consolidated cells can be updated. It will work with spreading and holds shortcuts.
For the purpose of this exercise we will use again Simple Planning template Follow this steps to check out this functionality:
Click on the Jan cell for Accessories element and notice that the cell can't be edited
Open advanced options panel and expand Table Config option
Select Input on Consolidations and enable it
Double click on the same cell again to check that now editable textbox will appear.
Save the changes.
6. Number Format
In this section, we will learn how to override TM1 number format with the use of advanced options. For the purpose of this exercise we will use the Report / Views - Simple Planning Template.
Follow the steps below:
Click on the settings icon