Defining the Layout

When you create forms, they initially contain only one row and column, and all dimensions, except for the optional attribute dimensions, are in Point of View. Add rows and columns as needed. When setting row and column layout:

• Assign at least one dimension to the row and column axis.

• You can't select the same dimension for multiple axes. To use dimensions on multiple axes, set user variables in the point of view.

• You can select a dimension from any axis and drag it to another

• You can exclude members of dimensions from the form after a dimension is assigned to a row or column.

Note:

Attribute dimensions are optional and are displayed in their own area on the Layout tab. Drag the attribute dimension to the point of view, page, row, or column to use it in the form.

Caution:

When working with attributes as filters, don't drag the attribute on any axis as you'll cause a cross-dimensional reference which will have a performance impact. When using an attribute dimension as a filter, there is a form option that shows the associated attribute (just like there is an option to show alias).

To define the layout:

1. Open the form, and then click Layout.

   See Selecting and Opening Forms and Folders.

2. Click the icon next to a dimension on the Layout tab, and then drag it to the desired axis (Rows or Columns). Optionally, you can also select the attribute dimensions to use on Point of View, Page, Rows, and Columns.
3. To edit dimensions added to rows and columns, click next to a dimension:

   • Select Edit to launch the member selector and define the dimension members and variables you want to include on the form.

     Table 24-13 Member Selection Options for Forms

     Member Selection Option	Description
     Members	Make selections by clicking a member in the member list. See Selecting Members for Forms.
     Variables	Make selections for the following options: User Variables (see Selecting User Variables as Members) Substitution Variables (see Selecting Substitution Variables as Members) Attributes (see Selecting Attribute Values as Members) UDAs (see Selecting UDAs as Members)

   • Select Exclude or Exclude All to use the member selector to define the dimension members you want to exclude:

     • Exclude: Selecting this option excludes members by ID. Only the specified members (base or shared) will be excluded.

     • Exclude All: Selecting this option excludes members by name. If a base member is specified, then the base and all of its shared members will be excluded. If a shared member is specified, then this member, its base member, and all other shared members of this member will be excluded.

     Service Administrators can also choose to display or hide excluded members to users in the segment drop-down member selector list using the application setting, Filter Out Excluded Members in Segment Drop-down.

     See What Application and System Settings Can I Specify?.

   • Select Clear to remove selections.

4. Optional: To change the order of dimensions in rows or columns, click , and then Move Dimension Up or Move Dimension Down.
5. Select a row header (such as 1 or 2) to specify row properties, or a column header (such as A or B) to set column properties described in Segment Properties.

   To enable users to transfer global assumptions from a test to a production environment for a form, select Global Assumptions Form, and then update the form to store global assumptions. See Designing Forms with Global Assumptions.

6. Optional: Add formula rows and columns. See Adding Formula Rows and Columns.

Subtopics:

• Segment Properties

• Setting Form Grid Properties

• Setting Dimension Properties

• Setting Display Properties

• Setting Smart View Form Options

• Setting Printing Options

• Including Data Validation Rules in Forms

• Enabling Drilling on Shared Members