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Introduction to transactional forms

What they are

Transactional forms allow you to perform data entry both on standard CCH Tagetik dimensions and on "new dimensions" that are not included as standard and not defined as custom dimensions. This allows you to increase the level of detail of the data entered. In particular, transactional forms allow you both to enter data in the elements tables of dimensions and to enter values of dimension elements.

Since data entry in transactional forms reproduces the data tables created on the database, these forms are organised into columns. The user can insert columns containing CCH Tagetik dimension, text-type columns and amount-type columns.

Text-type columns can contain numeric-type default values, or default values with SQL queries (see Transactional form columns page), or dictionary-type filters.

Transactional forms can be used as web forms when the relative option is active on the form or in the application's general settings.

Transactional form creation process

To create a transactional data entry form, follow the procedure detailed below:

Phase Description
Create an information model of the form in web interface This phase requires the following actions: 1. Create a transactional form. Note: the form created in this phase is a mere configuration element, and does not correspond to the data entry form to be used by the user. 2. Create the form columns. 3. Configuring column attributes. IMPORTANT: creating the information model in web interface also defines the structural elements with which working transactional data entry forms can be designed in the Excel add-in.
Create a data entry form in the Excel add-in This phase requires the following actions: 1. Introduction to transactional forms. 2. Introduction to transactional forms. Note: the columns available for matrix configuration are those of the information model selected in the creation phase. 3. (Optional) Introduction to transactional forms. IMPORTANT: Columns inserted in a form created in Excel can only be removed from the structure from the web interface if they no longer contain any values.

Saving data in the database

When data entry is run on a transactional form, the data modified in the form are saved without distinction in a specific table in the database (FORM_DATI). From this table, it is possible to transfer all data, based on type, to the specific table of values (e.g. the DATI_SALDI_LORDI, DATI_SALDI_IC tables) and to the specific dimensions table (e.g. DEST1, DEST2, etc.). To do this, an ETL routine must be run.

For more details on ETL routines, see Extraction, Transformation & Loading.

Note: it is still possible to relate the form to an ETL job provided the form was created with the utility in the Flex version of the application. On new forms the manual relating of an ETL job is now deactivated.

On saving, the system systematically refreshes the form in the following cases:

  • when elements table codes are generated automatically
  • in the presence of columns with default values, with values calculated when the form is opened in Excel
  • in the presence of columns with SQL formulas
  • in the presence of read-only columns
  • when at least one row is deleted