Creating matrices

Introduction

Setting up matrices means creating a structure in which to define the data managed by the form. Once that structure has been created, it is necessary to define the database data that must be managed by the matrix. To do this, it is therefore necessary to set filters on the database data at several configuration levels. Matrix filters define which data are shown in a specific matrix. Form filters and tab filters are applied to all matrices present in the individual form or sheet, respectively. This module shows how to create matrix elements. For more details, see Matrix filters.

Define the matrix starting cell

Before creating a matrix, it is necessary to select a cell in the work desktop of the spreadsheet that will become the first cell at the top-left of the matrix table.

IMPORTANT: Do not select cell A1 of the work desktop to allow any information on the form to be displayed at runtime. Choose the starting cell in such a way that the created matrix never overlaps with other matrices, especially in the presence of dynamic matrices: overlapping could cause errors and lead to data being incorrectly displayed.

The matrix can always be moved inside the template.

Create/modify a matrix with Financial Workspace data

Excel > CCH® Tagetik > Design > select form > Matrix

See How to access the windows for alternative paths.

1. In the Choose the dataset window, click $CPM-Financial Workspace.
2. Click OK.

Once the matrix has been created, the system assigns a default name (e.g. Matrix00, Matrix01...), which can be edited in the matrix wizard by the Matrix options tab in the Code field.

Create/modify a matrix with Analytical Workspace data

IMPORTANT: only with the Analytical workspaces module active and at least one workspace configured and online. Offline linked Analytical Workspace forms will not be accessible in either data entry or navigation mode.

Excel > CCH® Tagetik > Design > select form > Matrix

See How to access the windows for alternative paths.

1. In the Choose the dataset window, click the desired dataset.
2. (Only if an Analytical Workspaces dataset is selected) To create a transactional matrix, click Transactional.
3. Click OK.

Once the matrix has been created, the system assigns a default name (e.g. Matrix00, Matrix01...), which can be edited in the matrix wizard by the Matrix options tab in the Code field.

Create a data entry matrix for the user

Excel > CCH® Tagetik > Design > open form > open or create matrix > Row/column filters

For a matrix to be a data entry matrix, some of its cells must be made available for data entry for the user, i.e. they must be made editable. To do this, once the desired matrix has been created, do the following:

1. In the Row/column filters tab, set the desired row/column filters (see Set a filter on rows/columns).
2. Select the row/column filter to be made editable and, in the filter properties table, set the filter’s editability property to Editability.

IMPORTANT: matrices whose fields, with Protected editability, are fed by formulas or queries that calculate an overall figure based on the reading of data existing in the database, are not considered data entry matrices. For more details, see Formula filters and Query.