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Form Data commands

Form Data Commands

The Data button is towards the top-right of the screen and toggles display or hiding of the Data panel. Some of the commands are also available by right-clicking on data.

Form-Data-Button

Often it is easier to right-click on a row or colum and choose the desired command.

Sorting may be performed using the options near the bottom of the Data panel.

Data may be sorted in Ascending or Descending order, or sorting removed. Ensure that you are in or have selected the column of data on which you want to sort.

Form-Data-Sort

An alternative way to sort data is to right-click on the column heading and choose to sort Ascending or Descending. 'Ignore Hierarchy' is usually the desired option - it means that the sort will be across the data, not within the hierarchy.

Form-RightClick-Sort

You can specify which rows to display (or to hide) using the filter options in the Data panel.

Form-Data-Filter

Data can also be filtered by right-clicking.

Right-click a row or column member, select Filter, and then Filter. Specify the options required. To cancel the filter, right-click a row or column member, and then select Cancel Filter.

Form-RightClick-Filter

Spreading data ia available on certain froms only. If you feel it would be useful to make it available on other forms, please contact central FPMA.

You can specify an amount or percentage by which values across multiple dimensions on the form are increased or decreased, based on the existing values in the target cells.

You immediately see the result in the form and can save the new data or discard it. When calculating the spread data, Planning ignores read-only and locked cells and cells that have Supporting Detail. Data integrity is ensured by spreading values only to cells you have write permission to.

To spread values using Grid Spread:

  1. Place the cursor in the Subtotal or Total source cell whose value you want to spread to target cells.
  2. Click Data, and then Spread.
  3. In Adjust By, enter the change factor:
    • To change values by a specified amount, click increase_or_decrease_icon.jpg. Precede the value by a minus sign to decrease the value.

    • To change values by a percentage, click percent_icon.jpg.

  4. Click a spreading pattern:
    • Proportional spread: Spreads the value proportionally, based on the existing values in the target cells (default).

    • Evenly split: Spreads the value evenly among the target cells.

    • Fill: Replaces the value in all target cells.

  5. Click Apply.

    The specified value or percentage is spread across the target cells, replacing former values with new ones.

  6. Click Save.

Excluding cells by locking

To exclude cells from spreading, lock them. Their value will remain unchanged. A lock icon indicates that a cell is locked. You can click on the lock command again to unlock, and cells are automatically unlocked when the data is saved.

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