Introducing Longview Designer Guide
Introducing Longview Designer GuideLongview provides corporate performance management (CPM) software that leading companies use to drive performance with speed, visibility, and financial integrity. Since 1994, many of the world's most respected companies have been using our technology platform to create a single repository of financial truth from which statutory consolidation, management report...
Apps Category
Apps CategoryThe apps category is divided into folders containing items based on their purpose.Data Collection: The data collection folder contains Mappings, and Data Table Input, Data View Input and Data Import apps.Export: The export folder contains Mappings, and Data Area Export apps. Data area export apps come in single value and multiple value export flavors.Reports: The reports folder con...
Navigation pane
Navigation paneIf your system administrator has configured your system to use a custom file path for your system specific content, items in the navigation pane will appear in either normal or italic textIf your system administrator has not configured your system to use a custom file path, all items will appear in italic text.If you are using custom file pathItems displayed in italic text are cu...
Administrative toolbar
Administrative toolbarLongview Designer includes an administrative toolbar. The buttons that appear on the administrative toolbar may vary depending on the tool or editor you have open in the workspace:ButtonDescriptionSaveClick the Save button to save any changes made in the current view.Note: The save button is disabled for an out-of-box app.RunClick the Run button to run the current app. Thi...
Create an app, event, or configuration library
Create an app, event, or configuration libraryYou can create an app, event, or configuration library by:Starting with a template, orDuplicating an existing appTo create a new app, event, or configuration library from a template:Navigate to the Design module.Expand the folder that relates to the purpose of the app, event, or configuration library you which to create.Expand the folder of the spec...
Delete an app, event, or configuration library
Delete an app, event, or configuration library If you have the appropriate authorization, you can use Longview Client to delete an app. You cannot delete an app that is still published to at least one group. Before you delete an app, unpublish it from all groups. For more information, see “Unpublishing apps from user groups”.
Creating data table input apps
Creating data table input appsYou can use Longview Designer to create data table input apps.Specifying settingsYou can use Longview Designer to specify global settings for a data table input app.FieldNotesLayout typeUse this to specify the layout type of the view. Select Tabbed for a multi-tabbed view layout. Select Single for a single view layout.Note: If Single layout type is selected, only o...
Creating data view input apps
Creating data view input appsYou can use data view input apps to create single or multi-tabbed data input apps to allow users to enter data as required. Specifying overall settingsYou can specify settings for a data view input app that control the type of data displayed, whether the interface has tabs or not, and some of the options available to the user.FieldNotesLayout typeUse this to specify...
Input tools
Input toolsInput app templates provide the ability to add input tools to the view allowing the user to quickly enter values.Spread behaviorQuick 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 ...
Creating data import apps
Creating data import appsYou can use Longview Designer to create data import apps. Data import apps can be used to import data into your system.Note: If you intend to run your data import app in batch mode, include only commands supported in batch mode; do not include any Show commands.Working with variablesYou can use Longview Designer to create, modify, reorder, or delete variables for your a...
Creating single value data area export apps
Creating single value data area export appsYou can use Longview Designer to create single value data area export apps.Working with variablesYou can use Longview Designer to create, modify, reorder, or delete variables for your app. Variables are optional. You might include variables in your app if you want to, for example, use an attribute such as the current time period, or if you want to prom...
Creating multiple value data area export apps
Creating multiple value data area export appsYou can use Longview Designer to create multiple value data area export apps.Working with variablesYou can use Longview Designer to create, modify, reorder, or delete variables for your app. Variables are optional. You might include variables in your app if you want to, for example, use an attribute such as the current time period, or if you want to ...
Creating attribute-based report apps
Creating attribute-based report appsYou can use attribute-based report apps to analyze your Longview data based on defined attribute values.Specifying overall settingsYou can specify overall display and formatting options for the report.Display options:FieldNotesDisplay dimensionsSelect the dimensions that you would like to display in the attribute-based report.Note: The Display Dimension canno...
Creating standard intercompany report apps
Creating standard intercompany report appsYou can use Longview Designer to create standard intercompany report apps.Specifying settingsYou can use Longview Designer to specify settings for a standard intercompany report app.Note: For a matching report, each account in group 1 is matched to the account listed in the same order in group 2. It is important to list the accounts in the correct order...
Creating investment intercompany report apps
Creating investment intercompany report appsYou can use Longview Designer to create investment intercompany report apps.Specifying settingsYou can use Longview Designer to specify settings for an investment intercompany report app.FieldNotesDisplay capital accounts in header?Select Yes to display the capital accounts selected in the header of the report.Capital accountsEnter the capital account...
Creating validation reports
Creating validation reportsYou can use Longview Designer to create, duplicate, modify, verify and delete validation report apps. You can use validation report apps to review validation data in the consolidation system. Specifying pre-selection commandsUse pre-selection to perform any commands before symbol selection. The typical use of pre-selection is to perform advanced logic to determine def...
Creating events
Creating eventsYou can use event templates to build event-based calculations. When creating an event through an event template, all procedures, models, data areas and data table definitions will be saved within a kar file on the Longview application server.The name of the kar file created will have the same name as the name provided for the event itself. The kar file will be placed in the Longv...
Creating event trigger apps
Creating event trigger appsYou can use Longview Designer to create event trigger apps.Specifying symbol selections no pre-postThis section provides detailed information on following topics:Specifying user selectionsSpecifying attribute-based selectionsSpecifying user selectionsUse user selections to specify dimensions for which the user will be prompted to choose symbol(s). For each dimension t...
Calculated journal entries
Calculated journal entriesYou can use Longview Designer to create, duplicate, modify, and delete calculated journal entry (CJE) events.Calculated journal entry event template overviewYou can use Calculated Journal Entry event templates to build event-based calculated journal entries. When creating a Calculated Journal Entry event through a Calculated Journal Entry event template, all procedures...
Creating calculated journal entry events
Creating calculated journal entry eventsYou can use Longview Designer to create Calculated Journal Entry events.Specifying calculated journal entry settingsYou can use Longview Designer to specify the main settings for a Calculated Journal Entry event.FieldNotesApplication ID PrefixType the name you want to use as the prefix for the calculated journal entry application ID. The application ID is...
Creating free form apps
Creating free form appsYou can use Longview Designer to create free form apps.Specifying propertiesYou can use Longview Designer to specify properties for a new free form app. For more information, see “Specifying properties.”Specifying troubleshooting settingsYou can use troubleshooting settings and tools to track down issues in a free form app. For more information see "Setting troubleshooti...
Creating a data view input app using free form app
Creating a data view input app using free form appYou may come across cases where the data view input app template is insufficient for a particular case. You can use the free form app to replicate the standard functionality of the data view input and extend it to meet your specific needs. The steps provided here will guide you on incorporating the standard functionality of an input app but is i...
Creating configuration libraries
Creating configuration librariesYou can use Longview Designer to create configuration libraries.Specifying propertiesYou can use Longview Designer to specify properties for a new configuration library. For more information, see “Specifying properties.”Specifying Calculated Journal Entry SpecsA Calculated Journal Entry Spec (.lvcje) is an ASCII file that specifies information about a calculated ...
Maintaining Mappings
Maintaining MappingsUsers with the appropriate permissions can create, view, and modify maps and mappings to maintain system data. A map is a collection of mappings for a specified dimension. A mapping is a rule for translating an account code or other code in your source file to a Longview symbol name when importing data into the Longview database.You can use maps created using the Mappings ed...
Process Maps Category
Process Maps CategoryThe process maps category contains the Manage Process Maps, Edit Process Maps, Import Process Maps, and the Export Process Maps app Manage Process Maps: Use the process maps manager to create, edit and delete process maps.Edit Process Maps: Use the process maps editor to update process maps.Import Process Maps: Use the process map import to add or replace process maps with ...
APIs Category
APIs CategoryThe apps category contains items based on their purpose.In this section, you can find information on the following topics:Administrative toolbarSpecifying propertiesCreate an APIDelete an APICreating data get APIsCreating data put APIsAdministrative toolbarLongview Designer includes an administrative toolbar. The buttons that appear on the administrative toolbar may vary depending ...
Administration Category
Administration CategoryThe administration category is divided into folders containing the Apps Publisher, Process Maps Publisher, and the Configure Categories app.Apps Publisher: Use the apps publisher to assign which groups can access an app, and which categories an app is assigned to. Assigning an app to a category controls which folder it appears in within the Longview Client navigation pane...
Using the code editor
Using the code editorThe code editor is used is several templates to allow direct entry of commands, functions and keywords into a document. Depending on the template, a code editor may be used to enter specific functions or an entire document.DocumentsDocuments are saved with standard extensions that must be used when referencing the document name in code.Example: Run a model named MainRun MOD...
Adding context links to reports and apps
Adding context links to reports and appsSolutions Framework provides out-of-box apps that can be set up as context links within reports and apps.To make a context link available in a report:Launch Longview Analysis and Reporting. Open a report template. Select Links>Attach Links... The Attach Links dialog appears.For each app check the link to add it to the context menu for the reportAppCell Co...
Using Code Libraries
Using Code LibrariesSolutions Framework provides a set of code libraries that can be used with apps and events. Many of these code libraries are used internally but can also be used when creating configuration libraries and apps to speed development.In this section, you can find information on the following topics:Using the ALLOC Code LibraryUsing the AREA Code LibraryUsing the CJE Code Library...