Showing Supporting Detail for Planning

When you use a Planning database connection and select a row, you can display supporting detail for a member.

If supporting detail exists for one or more cells in the selected row, additional rows are inserted to show the supporting detail. In addition, you can control whether a page break is allowed within the rows of supporting detail.

To show supporting detail for a Planning database connection:

1. In a grid, select a row that contains a member with supporting detail.
2. In Row Properties, select Display Supporting Details.
3. Specify whether to allow page breaks in the rows of supporting detail:

   • To allow a page break in the rows of supporting detail, select Allow Page Break Within.

   • To keep the parent member and the supporting detail on the same page, clear Allow Page Break Within. If the supporting detail does not fit on the current page, the parent member and supporting detail is moved to the next page.

   If the supporting detail spans multiple pages, this option defaults to Allow Page Break Within and page breaks are used.

4. Optional. To position the supporting detail before or after the parent member, in the Grid Properties, under Position, select an option in Position of Supporting Detail.
5. Optional. To indent each generation in the supporting detail:
   1. Select the heading cell of the member that is going to display the supporting detail.
   2. Select Format, then Cells, and then the Alignment tab.
   3. In Indent Increases for Each Generation by, select a positive number to indent (to the right) each generation in the supporting detail list, or select a negative number to indent in reverse (to the left) each generation in the supporting detail list.

   This property applies only to the heading cells in the rows. It is enabled for Planning database connection only when Display Supporting Detail is selected.

6. Optional. To apply additional formatting to supporting detail, use conditional formatting. The following two options are useful:

   • Supporting Detail—If, at runtime, supporting detail results from a cell, you can format the supporting detail.

   • Relative Generation—You can format the different generations of supporting detail independently. For example, if the resulting hierarchy of a member includes four generations of supporting detail, you can specify to format the third generation. The conditions would resemble the following example:

     Condition 1: If

     Supporting Detail Is True    And

     Relative Generation (of) Market = 3

Note:

In order for all types of database connections to use relative generation, you must select a member relationship that returns members on multiple levels. For example, Children of...(Inclusive), Descendants of..., Descendants of ...(Inclusive), Parents of...(Inclusive), Ancestors of, Ancestors of...(Inclusive), and AllMembers. For Planning, you can use relative generation with a member or dynamic member if supporting detail is turned on.