Input Tools

Input app templates provide the ability to add input tools to the view allowing the user to quickly enter values.

Spread behavior

Quick Input (spread evenly) and Quick Spread have certain behaviors to be aware of. Each calculates a residual value based on the unlocked cells in the target area, spreading the remainder to the lock cells using the source pattern. This is commonly used in forecast updates as some of the periods contain actual data and should not be updated. To configure an input app correctly in this scenario, configure the app as follows:

1. In the lock spec, exclude the symbols that should not be updated
   • In a forecast this would be the actual periods. The set of forecast periods can be retrieved from the system attribute SGPForecastForecastPeriods.
2. In the query spec, include all the symbols to be displayed.
3. In the view, display all symbols from the query spec.
   • The symbols excluded form the lock will be protected from update by the user.
   • Spread allocations will not affect these cells.
   • The allocated amount will be adjusted to spread the difference between the amount entered and the amount contained in the protected cells.

If the user attempts a spread on a target area it will be allowed, but no data will be changed. Information can be provided to the user that the target area is read-only by providing a list of un-locked symbols. To provide a list of unlocked symbols, do the following:

1. For the inner column dimension, set the variable VIEW_ReadOnlyColumnList to contain a list of the names of the unlocked symbols.
2. For the inner row dimension, set the variable VIEW_ReadOnlyRowList to contain a list of the names of the unlocked symbols.

Note: The list of read-only symbols must contain the individual leaf symbol names, and not any hierarchy specifications.

Copy across

The copy across tool allows the user to copy the value in a cell across to all related cells. This tool is available on leaf cells and copies values to all leaf cells to the right, under the same root symbol, in the data area. Any cells that are indicated as read-only are skipped.

Adjust values

The adjust values tool allows the user to adjust values starting with the selected cell by a percentage or an absolute amount. This tool is available on leaf cells and adjusts all leaf cells to the right, under the same root symbol, in the data area. Any cells that are indicated as read-only are skipped.

Pattern spread

The pattern spread tool allows you to quickly populate the leaf cells related to a selected pattern. Pattern spread supports using pre-existing patterns set up by the System Administrator.

For more information on creating patterns, see “Managing Patterns” in the Administrator Guide.

This tool is only available in a parent cell and affects all leaf cells related to the parent.

Quick input

The quick input tool allows the user to copy a value or spread a value evenly across several related cells. This tool is only available on a parent cell and affects all leaf cells related to the parent cell.

Quick spread

The quick spread tool allows the user to spread a value across several related cells based on a pattern in another row. This tool is only available in a parent cell and affects all leaf cells related to the parent. The value to be spread can be manually entered or can be derived from the pattern source value and adjusted by a percentage and/or absolute amount.

Import

The import tool allows the user to import data from a file into the underlying data area. The data imported will replace the existing values for the intersections specified. If the user chooses to clear the data prior to import, all other cells will be set to 0. If the user does not choose to clear the data prior to import all cells not specified in the file will retain their current value.

File format:

Symbol<delimiter>...Symbol<delimiter>Value

delimiter can be:

• ,
• ;
• {

Example: 

ACCOUNT,TIMEPERIOD,ENTITY,CURRENCY,1000