Setting Row and Column Layout

When you create data forms, the Layout tab initially contains one row and one column, and all dimensions are in POV. When creating or editing data forms, you can add rows and columns to a data form, as necessary.

Use the Layout tab to:

When setting row and column layout:

  To set or update the data form layout:

  1. Open the data form, and then click Layout.

    See Selecting and Opening Data Forms and Folders.

  2. Optional: Click Dimension Icon to select a dimension, and then drag it to Rows or Columns, or within a row or column.

    Note:

    Initially, all dimensions are in the data form Point of View. You can drag dimensions from Point of View to rows, columns, or Page. You can also drag dimensions from any area in the grid (row, column, POV, or Page) to any other area.

  3. Optional: Select another dimension, and then drag it to Rows or Columns, or within a row or column.

  4. Optional: Right-click in a row or column and select Add Row or Add Column to add rows and columns to the data form.

  5. Optional: To re-order rows or columns within a data form, right-click within a row or column, and select Move Row Up or Move Row Down for rows, or Move Column Left or Move Column Right for columns.

  6. Select each dimension’s members.

    See Using the Member Selector.

  7. Optional: Right-click in a row or column and select Move Dimension Up or Move Dimension Down to rearrange the order of dimensions in rows or columns.

  8. Select a row header (such as 1 or 2) to set row properties, or a column header (such as A or B) to set column properties using the information in this table.

    Data form row and column properties define how rows and columns display in data forms. These properties add to row and column display specifications defined for the data form grid. See Setting Data Form Grid Properties.

    Table 43. Data Form Row and Column Properties

    Option

    Description

    Apply to all rows

    Apply settings to all rows; available when there are two or more rows. Clear this option to set different properties for each row.

    Apply to all columns

    Apply settings to all columns; available when there are two or more columns. Clear this option to set different properties for each column.

    Hide

    Hides the column on the data form

    Read-only

    Creates a read-only row or column, enabling comparison of old, read-only data with new, editable data

    Show separator

    Creates a bold border before the segment to visually distinguish it

    Suppress hierarchy

    Suppresses indentation.

    Suppress missing

    Hides rows or columns without data. Clear to display rows or columns with “#MISSING” in cells when data is missing.

    Default column width

    • Small: Display seven decimal places

    • Medium: Display 10 decimal places

    • Large: Display 13 decimal places

    • Size-to-Fit: Force all column headings to fit in the displayed space

    • Custom: Select a custom size to display more than 13 decimal places, up to 999 places

    • Use Default: Have the column width defined at the grid level

    Row height

    • Size-to-Fit: Force all row headings to fit in the displayed space

    • Custom: Select a custom size in pixels for the row height

    • Use Default: Have the row height defined at the grid level

    Validate only for users with access to this data form

    If the currently logged in user does not have access to the data form, do not execute validations associated with the data form when validating the planning unit.

  9. Optional: Add formula rows or columns. See Adding Formula Rows and Columns.

  10. Optional: Add or update data validation rules. See Including Data Validation Rules in Data Forms.