Configuring Spreadsheet Scrolling Buttons for Forecasting

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

Button	Name	Description
	Previous column set	Click to scroll backward to view the previous column set (before the current column set).
	Previous column	Click to scroll backward to view the previous column (before the current column).
	Next column	Click to scroll forward to view the next column (after the current column).
	Next column set	Click to scroll forward to view the next column set (after the current column set).

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.