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Configuring Spreadsheet Scrolling Buttons for Forecasting

Scrolling buttons appear in the upper right corner of spreadsheets in both the Forecasts and Revenues screens. These buttons allow users to view records containing multiple columns. Table 10 describes the buttons.

The static columns found on the spreadsheet view such as, Opportunity, Product, Currency, and so on, are fixed and do not move when the date columns are scrolled. Similarly, persistent columns such as the Total column and any new columns that are added using the Add Column button are retained as the user scrolls. Newly added date columns are persistent until the next time the spreadsheet is refreshed at which time it becomes dynamic like the other date columns.

You can enable or disable spreadsheet scrolling buttons and set the Set Size, which controls the number of dynamic columns to scroll at any one time, and the Window Size, which controls the number of dynamic columns that can be displayed on one screen. Window Size, as defined, does not include static or persistent columns.

To configure spreadsheet scrolling buttons

• From Siebel Tools set the following values in the Applet, then the User Properties:
  • DC Scrolling: Enabled
  • DC Scrolling: Set Size (Default = 6)
  • DC Scrolling: Window Size (Default = 6)

    NOTE:  Set Size and Window Size must be equal so that the functionality is predictable to users. If Set Size is greater than Window Size, some records that the user expects to see are not displayed by default. For example, if SetSize is 8 and WindowSize is 6, clicking the next column set button causes the window not to display the first two columns in SetSize. The user has to click the previous column button to see those columns. Likewise, if Set Size is less than Window Size, the window displays more records than the user expects. For example, if SetSize is 4 and WindowSize is 6, using the next column set button displays the next four records to be returned as well as the last two columns of the existing window.

Configuring the Position of Spreadsheet Scrolling Buttons

The following procedure describes how to configure scrolling buttons to jump to the start or the end of the spreadsheet.

To configure scrolling buttons to jump to the start or the end of the spreadsheet

• Set the SetSize to a large number. For example, if SetSize = 1000, the scrolling button jumps to the end of the spreadsheet, assuming there are fewer than 1000 columns. The user can then use the previous column button to see columns to the left.

Deactivating Scrolling Spreadsheet Buttons

The following procedure describes how to deactivate scrolling spreadsheet buttons.

To deactivate scrolling spreadsheet buttons

1. Locate the following applets:
   • Forecast 2000 -- Forecast Summary List Applet DC
   • Forecast 2000 -- Forecast Item List Applet DC (ExecWS)
   • Account Revenue Schedule List Applet DC
   • Opportunity Revenue Schedule List Applet DC
2. For each applet, deactivate the following Applet, then the User Properties:
   • DC Scrolling: Enabled
   • DC Scrolling: Set Size
   • DC Scrolling: Window Size
3. For each applet, deactivate the following Applet, then the Controls:
   • GotoNextHorColumn
   • GotoNextHorSet
   • GotoPrevHorColumn
   • GotoPrevHorSet
4. For each applet, deactivate the corresponding Applet, Web Template, and then the Web Template items:
   • Opportunity Revenue Schedule List Applet DC:
     • GotoNextHorColumn (item identifier 150)
     • GotoNextSet (item identifier 151)
     • GotoPrevHorColumn (item identifier 164)
     • GotoPrevSet (item identifier 163)
   • Account Revenue Schedule List Applet DC:
     • GotoNextHorColumn (item identifier 150)
     • GotoNextSet (item identifier 151)
     • GotoPrevHorColumn (item identifier 164)
     • GotoPrevSet (item identifier 163)
   • Forecast 2000 -- Forecast Summary List Applet DC:
     • GotoNextHorColumn (item identifier 150)
     • GotoNextSet (item identifier 151)
     • GotoPrevHorColumn (item identifier 164)
     • GotoPrevSet (item identifier 163)
   • Forecast 2000 -- Forecast Item List Applet DC (ExecWS)
     • GotoNextHorColumn (item identifier 150)
     • GotoNextSet (item identifier 151)
     • GotoPrevHorColumn (item identifier 164)
     • GotoPrevSet (item identifier 163)