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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 Applet > User Properties:
  • DC Scrolling: Enabled
  • DC Scrolling: Set Size (Default = 6)
  • DC Scrolling: Window Size (Default = 6)

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

To configure scrolling buttons to jump to the end or the beginning 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 end user can then use the previous column button to see columns to the left.

To inactivate 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, inactivate the following Applet > User Properties:
   • DC Scrolling: Enabled
   • DC Scrolling: Set Size
   • DC Scrolling: Window Size
3. For each applet, inactivate the following Applet > Controls:
   • GotoNextHorColumn
   • GotoNextHorSet
   • GotoPrevHorColumn
   • GotoPrevHorSet
4. For each applet, inactivate the corresponding Applet > Web Template > 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)