Creating Composite Data Forms

Composite data forms display several data forms simultaneously, even those associated with different plan types. Users can enter data and see results aggregated to an upper-level intersection, such as Total Revenue.

  To create composite data forms:

  1. Select Administration, then Manage, and then Data Forms and Ad Hoc Grids.

  2. Select the folder in which to store the data form. See Selecting and Opening Data Forms and Folders.

  3. Click Create above the list of data forms.

  4. Select Composite Data Form.

  5. Provide a name of up to 80 characters, and an optional description of up to 255 characters.

  6. Optional: Select Hide Data Form to hide the data form.

  7. Optional: Enter instructions for the data form in Instructions.

  8. Set the composite data form layout. See Setting Composite Data Form Layout.

  9. Set the composite data form section properties, global layout dimensions, and common dimensions. See Setting Composite Data Form Section Properties.

  10. Set the composite data form POV and Page display options. See Setting Composite Data Form POV and Page Properties

  11. Click Save to save your work and continue, or click Finish to save your work and close the data form.