Defining row and column headings for the grid enables you to specify the information you want displayed in the row and column headings for the entire grid. You can specify one of the following member labels for row and column headings:
When specifying row and column headings, you must define where you want row headings to be positioned in relation to the columns. For example, you might want your row headings to be positioned before column A.
You can also suppress headings for repeating members in a segment. When you suppress headings, only the first instance of the heading for a member that is repeated is displayed. Headings for the additional repeating members are hidden.
If you are using the Entity dimension through a Financial Management database connection, you can select the check box for Short Name for Entities for the row, column, or grid using the relevant properties sheet. This option enables you to display the short name of the entity in your report, removing the parent portion of the entity that typically displays.
The standard display for an entity using Financial Management is “parent.child.” If you select Short Name for Entities on the relevant properties sheet, the entity displays as “child,” removing the “parent” from the display. For example, an entity that typically displays as “UnitedStates.Connecticut” displays as “Connecticut” when the Short Name for Entities check box is selected.
You may also want to select the alias table you want to use. You can select alias tables in your Oracle Essbase or Planning Details database connection. Although you may not specify aliases on the grid level, if you display aliases for a row or column, the system displays the alias table as selected on the grid level.
The heading properties you specify on the grid apply to all rows and columns unless you specify otherwise.
To define row and column headings for the grid:
Select one of the following member label options:
Alias:Default, to show the alias for a member from a Oracle Essbase or Planning Details database connection OR Description, to show a description for a member from a Financial Management database connection.
Both, to show the member name and alias or description as the heading.
The option that is displayed on the Properties sheet changes depending on your type of database connection. For example, if you are using Financial Management as your type of database connection, the Description option is displayed. In this case, the Alias:Default option is not displayed unless you are using a Oracle Essbase or Planning Details type of database connection.
Select a column. The row heading is positioned to the left of the selected column. Columns are represented alphabetically as Column A, Column B, Column C, and so on.
Optional: Select the Short Name for Entities check box to display the short name for entities in your Financial Management grid.
Optional: Select the Suppress Repeats check box to hide headings for repeating members in a segment.
Optional: Select the alias table to use when showing aliases. By default, this option is set to the default alias table for the type of database connection.
Once in the grid, text can be aligned horizontally or vertically. For more information, see Aligning Text in Text Boxes.