Designing forms
Introduction¶
In CCH Tagetik, forms can be designed for reporting purposes, i.e. to consult and browse the data in the application database, and for data entry purposes, i.e. to edit or enter data in the application database. The design of the structure and the content is identical, but there are specific restrictions on the dimensions, as necessary for the data to be displayed and entered in forms correctly.
Mandatory dimensions¶
Depending on the selected form type and dataset, some dimensions are mandatory.
| Form type | Mandatory dimensions |
|---|---|
| Report with Financial Workspace data | - scenario - period - amount type - accounts |
| Data entry with Financial Workspace data | - scenario - period - amount type - accounts - entity - category - all enabled custom dimensions If the details of a custom dimension are not available for certain data, the generic element can be used (see New dimension settings). For example, if a certain cost is available by product but not by cost centre, when designing the data entry form, a filter can be set on the product dimension and, for the cost centre, the generic element. |
| Report with Analytical Workspace datasets | - scenario - period - a measure of the dataset - (only with datasets partitioned by business cycle and entity) entity - (only with datasets containing the account dimension) account Note: the scenario and period filters must be specified and must be present in the dataset or inferable from the partition type. |
| Data entry with Analytical Workspace datasets | The set of mandatory dimensions for a Data Entry form are the same as those required for an Output Form of the same type. |
Specific behaviours per dimension for multidimensional Analytical Workspace matrices¶
A multidimensional Analytical Workspace matrix can only be run using the in Memory Reporting engine (see Types of reporting engine).
Only matrices with the following characteristics can be used:
- Only with numerical and/or text-based measures. This measure is only managed if the dataset has the data update mode set to "Update the existing record".
- Without Advanced selection (pruning at 0 + Lowest Level)
Also note the following behaviours:
- When the form is saved, if one or more mandatory dimensions are missing from a matrix, the system shows a message with the requirements that are not met.
- If used in at least one of the original datasets, the Account- and Reason-type dimensions, must be used explicitly in the matrix or as global filters on the form.
- When an optional dimension is not specified in the form filters, the system shows aggregate data for that dimension, i.e. it shows the sum of the value of all its elements. For example, if the Product dimension is present in the dataset but not set as one of the form filters, the system shows the sum of all its products. If the form is a data entry form, it is not possible to write over these aggregate dimensions.
Data entry configuration¶
A data entry form must contain at least one of the following elements:
- cells editable by user (see Cell editability)
- other formulas (see Formula filters)
- query on cells (see Query)
For more details, consult the relevant pages.