Depending on the cell type selected, different data sources are available, as described in the following sub-topics.
Cell Value Data Sources
There are three types of data sources available for cell values (applicable only for sub-items and items), as follows:
- Manual: No further information is required to be entered in this dialog box. The value is set manually in the Cell Update dialog box.
- Calculated: Data is calculated using the following function options, which are further described in Defining Functions:
- Horizontal Function: In a horizontal function, the cell's value is calculated from other categories in the same sub-item, item or portfolio. For more information, refer to Horizontal Function.
- Over-Time Function: In over-time functions, the cell's value is calculated from a different category's trend values in the same sub-item, item or portfolio. For more information, refer to Over-Time Function.
- Advanced Function: An advanced function requires you to define a JavaScript function, which calculates and returns the value for the cell. For more information, refer to Advanced Function.
- Imported Data: Imported data is mined from sources outside the system, such as your legacy systems. For more information, refer to Defining Imported Data.
Note: Only users with the appropriate security permission can define categories with imported data source.
Cell Indicator Data Sources
There are two types of data sources available for cell indicators (applicable only for sub-items and items), as follows:
- Manual: No further information is required to be entered in this dialog box. The indicator is set manually by a user in the Cell Update dialog box.
- Calculated: Data is calculated using the following function options, which are further described in Defining Functions.
- Indicator Function: An indicator function enables you to map a value of a cell to the indicator that represents that value. For more information, refer to Indicator Function.
- Advanced Function: An advanced function requires you to define a JavaScript function, which calculates and returns the indicator for the cell. For more information, refer to Advanced Function.
Summary Value Data Sources
There are several types of data sources available for summary values (applicable only for portfolios), as follows:
- Manual: No further information is required to be entered in this dialog box. The value is set manually by a user in the Cell Update dialog box.
- Calculated: Data is calculated using the following function options, which are further described in Defining Functions:
- Horizontal Function: In a basic formula, the cell's value is calculated from other categories in the same portfolio. For more information, refer to Horizontal Function.
- Vertical Function: In a summary function, the cell's value is calculated from all the portfolio items or portfolio values for a single category. For more information, refer to Vertical Function.
- Vertical Function (Advanced): An advanced summary function is a function that is calculated from the portfolio's items or portfolios in different categories, using a JavaScript function. It adds the ability to filter the view according to Status. For more information, refer to Vertical Function (Advanced).
- Over-Time Function: In over-time functions, the cell's value is calculated from a different category's trend values in the same portfolio. For more information, refer to Over-Time Function.
- Advanced Function: An advanced function requires you to define a JavaScript function, which calculates and returns the value for the cell. For more information, refer to Advanced Function.
- Imported Data: Imported data is mined from sources outside the system, such as your legacy systems. For more information, refer to Defining Imported Data.
Note: Only users with the appropriate security permission can define categories with an imported data source.
Summary Indicator Data Sources
There are several types of data sources available for summary indicator values (applicable only for portfolios), as follows:
- Manual: No further information is required to be entered in this dialog box. The indicator is set manually by a user in the Cell Update dialog box.
- Calculated: Data is calculated using the following function options, (which are further described in Defining Functions:
- Indicator Function: An indicator function enables you to map a value of a cell to the indicator that represents that value. For more information, refer to Indicator Function.
- Vertical Function (Advanced): An advanced summary function is a function that is calculated from the portfolio's items or portfolios in different categories using a JavaScript function. It adds the ability to filter the view according to Status. For more information, refer to Vertical Function (Advanced).
- Advanced Function: An advanced function requires you to define a JavaScript function, which calculates and returns the indicator for the cell. For more information, refer to Advanced Function.