User manual BUSINESS OBJECTS PLANNING EXCEL ANALYST 5.2

[. . . ] BusinessObjects Planning Excel Analyst User Guide BusinessObjects Planning Excel Analyst 5. 2 Copyright Copyright © 2007 Business Objects. patents, which may cover products that are offered and licensed by Business Objects: 5, 555, 403; 6, 247, 008; 6, 289, 352; 6, 490, 593; 6, 578, 027; 6, 768, 986; 6, 772, 409; 6, 831, 668; 6, 882, 998; 7, 139, 766; 7, 181, 435; 7, 181, 440 and 7, 194, 465. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Xcelsius, Crystal Decisions, Intelligent Question, Desktop Intelligence, Crystal Enterprise, Crystal Analysis, Web Intelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects in the United States and/or other countries. All other names mentioned herein may be trademarks of their respective owners. [. . . ] (If you nest columns in a report, and you leave a cell in one of the ranges blank, the entire column becomes a text column. The column remains a text column even if another range defines data for it. ) If you forget which cells you defined as a column range, you can use View Dimensions to display the range. For more information on View Dimensions, see "Viewing and highlighting dimensions" on page 106. Specifying section properties using the Dimension Wizard At the section properties level, you can specify dimensions, display currencies, display states, and rates. When you set a section property, it applies to the entire report unless it is also specified in a column or row. As a best practice, the cells you select to define section properties should appear vertically in the report. In this way, you can create a table that displays the identifiers next to their names. For example: If you are specifying a dimension (such as Balance Type) as a section property, and you are logged on to the server, the Dimension Wizard automatically appears to help you create the section property. If you are specifying a scenario or display state, or you are not logged on to the server, you must specify the section property manually. For information on specifying a section property manually, see "Specifying section properties manually" on page 94. For information on how to log on to the BusinessObjects Planning server, see "Logging on to the server" on page 69. To specify section properties using the Dimension Wizard: Specify a business model on which to base the report. (If the model you specify is not valid, dimensions will not appear in the Section menu when you perform Step 3. For information on how to specify a business model, see "Specifying a business model" on page 74. ) 1. BusinessObjects Planning Excel Analyst User Guide 89 4 Working with Ad Hoc Reports in Excel Creating ad hoc reports 2. Right-click a single cell and select BusinessObjects Planning, Section, and an item from the menu. (For example, to specify the display currency for the report, select Display Currency from the Section menu. ) 90 BusinessObjects Planning Excel Analyst User Guide Working with Ad Hoc Reports in Excel Creating ad hoc reports 4 Once you have selected your cell, the Dimension Wizard automatically appears if you are logged on to the BusinessObjects Planning server, and provided you have not selected Scenario or Display State. For all dimensions except the Time Period dimension, the Dimension Wizard appears as follows: BusinessObjects Planning Excel Analyst User Guide 91 4 Working with Ad Hoc Reports in Excel Creating ad hoc reports For the Time Period dimension, the Dimension Wizard appears as follows: 3. If you are selecting a time period, select and enter time period components in the boxes provided. See "Specifying time periods" on page 98 for more details on selecting time period components. OR In the text box to the left of the button, type all or part of a member identifier. If necessary, press TAB to display the complete member identifier in the text box. OR 92 BusinessObjects Planning Excel Analyst User Guide Working with Ad Hoc Reports in Excel Creating ad hoc reports 4 Click to select a member from the dimension list. See "Selecting members from the dimension list" on page 96 for more details on selecting a member from the dimension list. Note: If you are selecting a member of the Currency dimension, do not select either Pure Currencies or Derived Currencies, as these are folders, not members. To select a currency, expand either or both of the Pure Currencies and Derived Currencies folders. If you did not use the dimension list to select the member, click to add the selected member to the Members selected list. [. . . ] The D:QTD daily time periods The D:QTD time periods display a rolling forecast from the start of a quarter to a specified day. If D:QTD is specified without a + or - identifier, it displays a rolling forecast from the start of the current quarter to the global current day. For example, if the global current day is May 6, and the current quarter starts on April 1, D:QTD displays a rolling forecast for the days from April 1 to May 6. For example, if the global current day is May 6, and the current quarter starts on April 1, D+5:QTD changes the specified day from May 6 to May 11, and displays a rolling forecast for the days from April 1 to May 11. [. . . ]