Setting Ad Hoc Options

Control the display and behavior of ad hoc grids by setting your preferences.

Note:

This tab is only available if Consolidation is enabled for the application.

1. On the Home page, click Tools, and then click User Preferences.
2. Click Ad Hoc Options.
3. Under the top section, set how members are displayed:
   • Member inclusion:
     • Include selection: Select to display both the selected member and the members retrieved as a result of the operation. For example, zooming in on the selected member Qtr1 displays data for Qtr1, Jan, Feb, Mar.
     • Within selected group: Select to perform an operation such as Zoom only on the selected group of members, leaving unselected cells as is. This setting is meaningful only when there are two or more dimensions down the grid as rows or across the grid as columns. This option pertains to Zoom, Keep Only, and Remove Only.
   • Zoom in: Select the level at which to zoom in:
     • Next level: Select to get data for the children of the selected members.
     • All levels: Select to get data for all descendants of the selected members.
     • Bottom level : Select to get data for the lowest level of members in a dimension.
   • Ancestor Position: Set how to display ancestors in the hierarchy:
     • Top: Select to display member hierarchies in order from highest to lowest level.
     • Bottom: Select to display member hierarchies in order from lowest to highest level.
   • Display Member Label as: Set whether member names, aliases, or both are displayed.
   • Alias Table: Select the alias table to use.
   • Indentation: Set how member hierarchy levels are indented:
     • None: Select for no indentation.
     • Subitem: Select to indent descendants. Ancestors are left-justified in the column.
     • Totals: Select to indent ancestors. Descendants are left-justified in the column.
   • Navigate without refreshing data: Select this option to improve performance as you navigate around the grid. (Data is refreshed by default.)
4. Under Suppression, to simplify your view of the data, select options to suppress elements of the grid. For example, you can hide rows or columns with zeros.
   • Zeros:
     • Row: Select to hide rows containing only zeros.
     • Column: Select to hide columns containing only zeros.
   • Suppress:
     • Repeat members: Select to hide rows that contain repeated member names, regardless of the grid orientation.
     • Missing blocks on rows: Select to hide blocks of cells in rows that have no data.
   • Missing data: Select to hide rows or columns with zeros or that have no data.
   • No Access: Select to hide rows or columns that you don't have access to.

   Note:

   If you get this error when you try to open an ad hoc grid, "Ad hoc grid cannot be opened as there are no valid rows of data", clear the Suppression options.

5. Under Precision, set:
   • Use currency member setting: Select to apply the precision setting of the currency member.
   • Set the minimum and maximum number of decimal positions to display in a cell for Currency values, Non-currency values, and Percentage values.

     For example, if the cell value is 100, and you select the Minimum precision "2", the value displays as "100.00".

6. Under Replacement, set labels to display for cells that are missing data, that you don't have access permission to view, or that have invalid data:
   • No Data: Enter the text that you want displayed for cells that have #Missing or #NoData as their value.
   • No Access: Enter the text that you want displayed for cells that you don't have access permission to view.
   • Submit Zeros: Select if you specified #NumericZero as the text for the No Data or No Access replacement option and you want to submit zeros to the application.
7. Click Save.