Setting the Table of Contents Display for a Document or Section

You can modify and refine the TOC display for a report, Section, or Book. In Book Designer, select a report, Section, or Book and then under the TOC Headings tab within the Properties pane, you can use text functions to define the TOC.

In the TOC Headings section, you can select functions to include in each table of contents heading row and add additional rows. The text functions for TOC Headings include the following:

ArtifactName() Returns the name of the Document or Section.

MemberName(<dimension>) Returns the member name for the current POV member selection for the specified dimension.

MemberAlias(<dimension>) Returns the member alias for the current POV member selection for the specified dimension.

Setting the Table of Contents for a report, Section, or Book

To set the TOC headings for a report, Section, or Book:

1. In the Book Designer, select a report, Section, or Book.

2. Under TOC Headings within the Properties pane, you can view the default TOC heading for the selection.

   Default TOC headings include the following:

   • For Section: ArtifactName() - returns the Section name. In a Section, you cannot retrieve the name of a report or Book, only the Section name is returned.

   • For Report or Book: ArtifactName() ; MemberName()… - returns the report or Book name, followed by the member names for all dimensions in the report or Book POV, based on their initially defined order.

     For example, see the Sample Report information.

     
     
     

     The default TOC header for the Sample Report in the preceding image include the following text functions: ArtifactName() ; MemberName("Entities") ; MemberName("Segments") ; MemberName("Fiscal Calendar")

3. To edit the existing text function, you can double-click on the text field and manually enter the text function.

   The text box displays a black border, similar to the following image:

   
   
   

4. You can manually enter a text or text functions into the field. You can also click on Function - to insert the available or supported text functions.

5. After entering the text function, you can press the Enter key to exit the edit mode and accept all the updates.

6. You can add TOC header rows by clicking Add - to define hierarchical TOC headers. For example, displaying the report name first, followed by POV members.

   
   
   

7. Optional: If multiple TOC Header rows exist, you can move the selected row up or down by clicking on the Move Up or Down buttons.

   
   
   

   Note:

   Multiple rows always represent a hierarchical display structure.

8. Optional: To delete a selected row, click Delete - .