¶ 1. Overview
Forms are one of the possible ways to update data within T6. They allow data entry (quantities, percentages, values, etc.) for more detailed and specific planning by the responsible party.
The form is the tool used by Planners and Data Reporting Managers to perform detailed company planning or consolidation data adjustments, respectively.
¶ 1.1. Prerequisites
To be able to create and edit forms within T6, the following requirements must be met:
-
The user must have the Manager feature: Create and View Data Entry Forms enabled;
-
The user must be added to a Global Group, with the Manager feature: Manage Explorer enabled;
To use the new cube form creation and editing experience, through the Edit tab of the form ribbon (5. Editing Forms through the Edit Tab), the following Preview Feature must also be enabled:
With the Form Edit New Preview Feature disabled, cube forms continue to be created and edited through the editing page described in section 3. Creating and Editing Forms.
¶ 2. Functionalities
Form configuration is done in 8 main steps: defining properties and options, defining dimension members to be displayed, adding related reports, selecting desired dimension relationships, creating calculated members, configuring excluded intersections, defining parameters and formatting.
The Related Reports, Dimension Relationships and Calculated Members options are optional.
Forms within T6 Enterprise serve as data windows, allowing users to register and manage information with ease. Each form is designed to be intuitive and adaptable where customers can enter data to feed our analysis model. By configuring your row, column, and page fields, you shape the data structure that makes up each form, allowing flexible customization to meet your specific needs.
¶ 3. Creating and Editing Forms
To create a form within T6, we should follow these steps:
- In the T6 main menu, access the Explorer option;
- Within Explorer, access the folder where we will create our form;
- After accessing the folder, in the ribbon, click on New Item and in the Data-Entry option, select Form;
- With the object created, select it and click Open in the ribbon;
- The form editing page will open, where we will configure our form according to our needs;
With the Form Edit New Preview Feature enabled, when creating or editing a cube form, it opens directly on its own screen, in the Edit tab of the ribbon. For more information, see section 5. Editing Forms through the Edit Tab.
¶ 3.1. Properties/Options
¶ 3.1.1 Properties
The properties/options tab allows you to define the basic details and form display and interaction options.
- In the Properties step we will define the following fields:
- Name: Field where we will define the display name of our form;
- Application: Field with dropdown, where we will select which application this form will be linked to;
- Description: Field where we can provide a brief description about the form (displayed in the explorer listing);
- Folder: Field with dropdown, where we can change the location where the form will be saved and displayed;
- Instructions: Field where we can provide instructions about the form in question (displayed only when opening the form);
¶ 3.1.2. Options
- In the Options step we will define the following fields:
| Name | Description | Default Value |
|---|---|---|
| Show null cells as empty | When enabled, null cells are displayed without any data | Enabled |
| Lock cells calculated by formulas | We have three options: None, Account and Complete | Complete |
| Allow editing in Actual months | When enabled, allows editing in actual months | Disabled |
| Allow editing at all intermediate levels | Check this option to allow editing values at all levels and not only in leaf members (when enabled, it mandatorily enables the Show member data checkbox) | Disabled |
| Show member data | Check this option to show the member data of all members that have children (If the option above is enabled, the member data will be visible mandatorily) | Disabled |
| Show aggregated rows/columns at the end | Check this option to show total rows below the hierarchy of members that compose its value | Enabled |
| Do not show empty rows | Check this option to not show rows that do not contain any value | Disabled |
| Do not show empty columns | Check this option to not show columns that do not contain any value | Disabled |
| Aggregated rows/columns start closed | Check this option to show the total rows/columns initially closed (increases loading performance in forms with a large number of cells) | Enabled |
| Read only | When enabled, data editing is not allowed | Disabled |
| Allow duplicate members | When enabled, allows the same member to be displayed more than once in the form | Disabled |
| Allow data allocation in cells | When enabled, opens a box with the options Proportional Allocation, Fill leaf members and Custom, allowing you to select the type of allocation available for the form | Disabled |
| Enable cache | Check this option to enable cache on the first execution of the form, with this the next executions of the same form will take less time | Disabled |
| Show details when saving data | Check this option to view details when saving a form. These details can be Formula Execution, Updating Data, etc. | Disabled |
| Allow changing intermediate levels of time dimension | Check this option to allow editing intermediate members of the time dimension. Examples of intermediate members can be: Semesters, Quarters. | Disabled |
| Decimal Places for monetary accounts | Defines the number of decimal places after the decimal point for monetary accounts | 2 |
| Decimal Places for non-monetary accounts | Defines the number of decimal places after the decimal point for non-monetary accounts | 2 |
| Decimal Places for percentage accounts | Defines the number of decimal places after the decimal point for percentage accounts | 2 |
| Column size for text accounts | Enter the column size for text accounts that will be displayed in the form | 30 |
| Enable Copy in Time | Check this option to replicate the account value in all valid leaf members in the Time dimension | Disabled |
| Apply roles to non-leaf member value | Allows posting values at intermediate levels, allocating the value to leaf members | Disabled |
| Planners can save information in other entities | Check this option to allow other Planners/Data Report Managers, in addition to the one defined in the entity, to enter data in the form | Disabled |
| Enable OData | When enabled, allows the exposure of form data as an OData service, facilitating consultation and integration with other applications, such as BI tools and custom scripts. | Disabled |
| Enable as data source | Allows saving the form as a Data Set in Reporting Server for use in SDP | Disabled |
| Enable pages as data source | Allows saving pages as a Data Set in Reporting Server for use in SDP | Disabled |
| Use context in formula execution | When enabled, the execution of formulas in the form will take into account the cube context | Disabled |
| Show year filter on page | If enabled, displays a new frame with the options Year, Semester, Quarter and Month | Enabled (month enabled) |
| Month Rolling | Check this option to show time starting from the chosen month that will be defined by the time dimension on page (Filter). Only the months from the chosen month on page up to the number chosen for rolling will be displayed (the chosen number must be a multiple of twelve) | Disabled |
| Enable export to XBRL | Check this option to enable the form export button in XBRL standard (The checkbox will only be enabled when there are one or more XBRL models registered in the application.) | Disabled |
| Display extra column for List, Dates and Texts | When enabled, reports will display an extra column for list, date and text type data | Disabled |
| Display cell values | When enabled, reports will also bring the cell values | Disabled |
| Display cell details | When enabled, reports will also bring the cell details | Disabled |
| Live Calculation | When enabled, executes formula calculations in real time when changing any data (used only in basic operations +, -, *, / and in the IFF function) | Disabled |
| Live Aggregation | Allows real-time updating of aggregated values, without the need to refresh the page or reload the form (can only be used in basic operations +, -, * and /) | Disabled |
| Disable data update when changing pages | When enabled, when changing page in the form, inserted/changed data that is not saved will remain until closing or saving the form | Disabled |
| Display attributes | We have three options: Default, Right after members and Right before members | Default |
As of version 12.4, the Allow editing in Actual months option also determines whether data in Actual months can be deleted using the Clear button, available on the Home tab of the cube form ribbon. For more information about the Clear button, see Ribbon in Cube Forms.
¶ 3.2. Dimension Layout
After configuring the form properties and options, the next step is to define how the data will be structured. The layout tab allows you to define the main structure of the form, establishing how data is displayed in the form.
To work with forms, we will need to have at least one dimension arranged in rows and one dimension arranged in columns.
Creating a form is only possible if all dimensions contain registered members.
If our form has, in its row or column layout, more than one dimension, the first dimension displayed will take into account the number of members that will be displayed in the second dimension and will aggregate the cells in the header of the member of the first dimension added.
¶ 3.2.1 Dimensions
The dimension list displays all dimensions available for insertion in columns, rows, pages or restrictions.
All dimensions must be added to one of the form's structural filters (Columns, Rows and Pages).
- Columns: Displays the list of dimensions added in columns for the form. The members defined for each dimension in columns appear in the upper header of the form.
- Rows: Displays the list of dimensions added in rows for the form. The members defined for each dimension in rows appear in the headers on the left side of the form.
- Pages: Displays the list of dimensions added in pages for the form. The members defined for each dimension in pages appear in the selection boxes, in the panel located on the right side of the screen.
In the dimension layout list, we have the following columns being displayed:
| Column | Description |
|---|---|
| Dimension | Name of the dimension added to the list |
| Attributes | List of attributes selected for the added dimension |
| Members | List of members selected for the added dimension |
| Read Only | Check this option to define dimension restrictions for the form |
| Visible | Check this option so that the restriction definition is visible in the form display |
| Edit MD | Check this option to allow editing of Member Data |
| Show MD | Check this option to display Member Data for selected members |
| Filter | Checked option where it shows if there is a filter created for the dimension |
The Read Only and Visible columns are only available for pages.
In cube forms, Read Only prevents changes to the field, while Visible controls whether it is displayed in the Pages panel. In data forms, the equivalent behavior is configured in the field properties in the Designer panel. See Creating and editing data forms for the Default, Disabled, and Hidden options.
After distributing the dimensions, we will select the members to be displayed in the form. To do this, double-click on the Member field of the selected dimension, a new window will open where we will make the member selection.
¶ 3.2.2. Member Selection
Allows the selection of members of the selected dimension, using the specified aggregation.
- Hierarchy: Displays the list of hierarchies available for the selected dimension.
This option will not be available for dimensions that do not have hierarchies created.
- Available members: Displays the list of members available for selection;
- Aggregation: Select the type of aggregation to be applied to the selected members;
¶ 3.2.2.1 Aggregation Types
In the aggregation types, we will have some options where Children or Descendants appear.
Children: Are members located directly one hierarchical level below the selected member;
Descendants: Are all members found in hierarchical levels below the selected member;
For example: We are creating a form that uses the Entity and Time dimensions, which have the following hierarchical structures:
Entity Dimension
Entity (level 0)
├── Company-1 (level 1)
│ ├── South Region (level 2)
│ │ └── South Branches (level 3)
│ │ ├── Florianópolis Unit (level 4)
│ │ ├── Porto Alegre Unit (level 4)
│ │ └── Curitiba Unit (level 4)
│ └── Southeast Region (level 2)
│ └── Southeast Branches (level 3)
│ ├── São Paulo Unit (level 4)
│ ├── Rio de Janeiro Unit (level 4)
│ └── Belo Horizonte Unit (level 4)
├── Company-2 (level 1)
│ ├── North Region (level 2)
│ │ └── North Branches (level 3)
│ │ ├── Manaus Unit (level 4)
│ │ ├── Belém Unit (level 4)
│ │ └── Porto Velho Unit (level 4)
│ └── Central-West Region (level 2)
│ └── Central-West Branches (level 3)
│ ├── Brasília Unit (level 4)
│ ├── Goiânia Unit (level 4)
│ └── Campo Grande Unit (level 4)
└── Company-3 (level 1)
└── Northeast Region (level 2)
└── Northeast Branches (level 3)
├── Salvador Unit (level 4)
├── Recife Unit (level 4)
└── Fortaleza Unit (level 4)
Time Dimension
All (level 1)
└── 2024 (level 2)
├── 1H/24 (level 3)
│ ├── Q1/24 (level 4)
│ │ ├── January/24 (level 5)
│ │ ├── February/24 (level 5)
│ │ └── March/24 (level 5)
│ └── Q2/24 (level 4)
│ ├── April/24 (level 5)
│ ├── May/24 (level 5)
│ └── June/24 (level 5)
└── 2H/24 (level 3)
├── Q3/24 (level 4)
│ ├── July/24 (level 5)
│ ├── August/24 (level 5)
│ └── September/24 (level 5)
└── Q4/24 (level 4)
├── October/24 (level 5)
├── November/24 (level 5)
└── December/24 (level 5)
.
In the example above, in the Entity dimension, our Root Member is the Entity dimension itself, which is at level 0, and the members at level 4 are the Leaf Members.
In the Time dimension, our Root Member is the dimension itself, which is at level 0, and the members at level 5 are the Leaf Members.
Click to display available aggregation options
The aggregation types Previous (Relative to Root) and Next (Relative to Root) will only be used in dimensions where we have more than one member at level 1.
To use the aggregation types that mention Member Data, it will be necessary to enable the flag Show Member Data in step 3.1.2. Options.
To exemplify Member Data, we will use a form where we have employee expenses in the South Region of a company in the year 2025.
We can define a "fixed value" for our South Branch, which will be part of the final calculation when aggregating the values of its children (SC, RS and PR). To do this, we will need to enable the flag Edit MD next to the selected dimension and also enable the flag Show Member Data in step 3.1.2 Options.
Consider that the company has a monthly expense with employee salaries and vacations, however, monthly the company reserves 15,000 for possible eventual expenses with employees in the South Branches, this value is calculated as Member Data. In the form display, we will have the values of Employee Salaries and Vacations added to the Member Data value defined in South Branches, therefore, when viewing the form we will have the following display:
In the available members list, we will select the member we wish to add to our form and its aggregation type and then click on 
to add it to the Selected Members list.
We can choose to not select specific members in the layout step, if you do not select any member, the form will display all members registered in the selected dimension;
- Selected Members: Displays the list with the selected members and the applied aggregation type;
To remove a member from the selected members list, simply select the member and click on
.
Still in the member selection screen we have the Attributes tab, which allows us to select the attributes for the selected dimension.
- Attribute selection is divided into two areas, Filter and Display;
¶ 3.3. Related Reports
This step is optional and allows the association of reports to the form to enrich data analysis.
When we have registered reports, they are displayed in the list of reports available for linking with the form. To add a report, click on . If you want to remove an added report, click on .
¶ 3.4. Dimension Relationships
This tab allows the selection of dimension relationships created in the application model administration. Dimension relationships help filter and contextualize the data presented in the form.
We have a list displaying the dimension relationships available for selection. To add a relationship to the form, click on . To remove a relationship added to the form, click on .
For additional information, access: Dimension Relationships.
¶ 3.5. Calculated Members
This functionality enables the creation of simple calculations between dimension members without the need for creating complex formulas.
For additional information, access: Calculated Members.
¶ 3.6. Excluded Crossings
This functionality allows the creation, editing, and removal of intersections/combinations between members and dimensions for simple calculations between dimension members.
¶ 3.7. Parameters
This functionality allows filtering the dimension members of the form in a more specific way, helping to reduce its scope or allowing other views in a practical and intuitive way. Thus, the user can change, for example, the base year or the planned scenario without having to edit the form, as these parameters can also be used in calculated members.
¶ 3.8. Formatting
This functionality allows formatting forms with changes to fill colors, font, background, and borders of headers or values. It is also possible to direct these formatting options to all or some specific items such as rows, columns, dimensions, or members.
From version 12.0 onwards, all forms created will have a default formatting group, if this is deleted, the form will be displayed without any type of formatting.
For additional information, access: Formatting.
After completing the form configuration we will need to save it, to do this, we will click on the floppy disk icon, in the upper corner of the page:
¶ 4. Adding Images to Forms
¶ Configuring the Environment for Adding Images
To add images to forms, we will need to create a new attribute in some dimension of our application.
Adding attribute:
- In Explorer, access the Dimensions folder of your application;
- Select the desired dimension and click Edit in the ribbon;
- Click on the plus sign (+) in the lower corner of the page;
- A new window will open, in which we will name and define the attribute type;
- In the Name field, add a name for the new attribute to be created;
- In the Type field, click on the dropdown and select the URL for image option;
- Click Ok to close the creation window;
- Click Save to complete the creation of the URL for image attribute;
Adding images to the form is done through the properties of a dimension member. Therefore, access the T6 main menu, in the Modeling field and select the Designer option.
- In Application, click on the dropdown and select the desired application;
- In Hierarchy, click on the dropdown and select the dimension in which the URL for image attribute was created;
- Select a member from the dimension and click on Tools → Show Properties;
- A panel will open on the side displaying the properties of the selected member, where we will have a field with the name of the attribute created previously;
- In the URL for image attribute field, we will add the complete URL (protocol/domain/path) of the image we want to add:
https://exemplodeurl.com.br/home/images/2518154
The added image will only be displayed if the URL informed in the property field is compatible with the communication protocol and domain previously added in the Image Host Addresses parameter (for additional information, access: Parameter Configuration).
- After adding the URL, click Save;
- To complete, we must publish the cube.
To view the images added to our form, we will select the form and click Edit in the ribbon:
- In the first tab, Properties/Options, we have the Display Attributes option, where we will define where the added image will be displayed: Before the member or After the member (the default display is after the member);
- In the next tab, Layout, we will distribute the dimensions in our form;
For the added images to be visible, it is necessary that the dimension containing the UrlImage attribute be added in Row or Column.
- Select the dimension that contains the UrlImage attribute and double-click or click on
;
- A new window will open for member selection, with two tabs: Members and Attributes;
- In Members, select the member that contains the image URL added in the properties, select the aggregation type and click on
; - In Attributes, we have the Display field. Locate in the list the attribute created previously for adding images and click on to add it and click OK;
- After completing the distribution of dimensions and adding the necessary members and attributes, save by clicking on
;
- When we open the form, we will have the added images being displayed according to the previous settings.
Example:
With the Form Edit New Preview Feature enabled, the same settings are made through the form Edit tab: the Show attributes option is in the Options panel, and the image attribute is added as a visualization in the Attributes tab of the member selection of the dimension placed in rows or columns.
¶ 5. Editing Forms through the Edit Tab
With the Form Edit New Preview Feature enabled, viewing and editing cube forms happen on the same screen, just as in Data Forms. The entire form configuration is done through the Edit tab of the ribbon, and the result of each change is immediately displayed in the form itself, with no need to switch pages.
The Edit tab is only displayed to users who have the Manager feature Create and View Data Entry Forms and when the Form Edit New Preview Feature is enabled.
¶ 5.1. Accessing the Edit Tab
- New form: When creating a form through Explorer (New Item → Data-Entry → Form), it opens directly in the Edit tab;
- Existing form: Open the form and click the Edit tab of the ribbon, or select the form in Explorer and click Edit.
While editing, the form displays the actual cube data as a read-only preview, allowing you to follow the result of the configuration as it is being made.
- In a new form, the other ribbon tabs (Home, Tools, Formatting and Data Exploration) are locked until the form is saved for the first time;
- While there are pending changes, the other tabs are also locked, and you must Save or Cancel the changes before switching tabs;
- When you leave the Edit tab, the Designer and Data panels are closed and, if the form was saved, the data is reloaded and the cells become available for editing again.
¶ 5.2. Ribbon - Edit Tab
The Edit tab is divided into the following groups:
- Form.
- Save: Saves all the configurations made in the form. The button is only enabled when there are pending changes and all dimensions are placed in columns, rows or pages. After saving, the Save and Cancel buttons become disabled again;
- Cancel: Discards all pending changes and restores the last saved state of the form (in a new form, all dimensions return to the Data panel);
- Options: Opens the form options panel (5.4. Options).
- Configurations.
- Related Reports: 5.6. Related Reports;
- Instructions: 5.5. Instructions;
- Calculated Members: 5.7. Calculated Members;
- Parameters: 5.8. Parameters.
- Filters.
- Dimension Relationships: 5.9. Dimension Relationships;
- Excluded Crossing: 5.10. Excluded Crossings.
The changes made in the Edit tab panels are reflected in the form preview when you click Apply (or Confirm), however, they are only stored when you click Save in the ribbon.
¶ 5.3. Data and Designer Panels
In the Edit tab, the layout of the form dimensions is defined through two side panels:
- Data: Lists the cube dimensions that have not yet been placed in the form. For each dimension, there are the Add as column, Add as row and Add as page buttons;
- Designer: Displays the dimensions placed in the form, grouped into Columns, Rows and Pages. To move a dimension between groups, simply drag and drop it into the desired group.
For the data preview to be displayed and for the form to be saved, all dimensions must be placed in columns, rows or pages, with at least one dimension in rows and one dimension in columns.
Each dimension placed in the Designer panel has the following actions:
- Filter (funnel icon): Opens the dimension member selection (5.3.1. Member Selection);
- Properties (pencil icon): Opens the dimension properties panel (5.3.2. Dimension Properties);
- Remove (trash icon): Removes the dimension from the form, returning it to the Data panel.
When a form page is linked to a parameter, it only displays the Filter button, which directly opens the parameter member selection.
¶ 5.3.1. Member Selection
When you click Filter, the dimension member selection panel opens, displaying the Selected list with the members already added to the form and the aggregation type of each one.
In the Selected list, we have the following options:
- Edit: Allows you to change the member aggregation type (for more information about aggregation types, see: 3.2.2.1 Aggregation Types);
- Move Up and Move Down: Change the order of the members. It is also possible to reorder them by dragging and dropping the member into the desired position. When the members are reordered, the form displays them in the defined order;
- Remove (X icon): Removes the member from the selection;
- Display mode: In the list header, you can switch the display between the chips format and the one member per line format.
To add new members, click Add. The selection area is displayed, where you can choose the Hierarchy and the Aggregation type, find items through the Search field and add them through the following tabs:
- Members: Lists the dimension members. Click Add next to the desired member;
- Attributes: Lists the dimension attributes. You can:
- Expand an attribute and add its values to filter the displayed members;
- Click Add next to the attribute itself to include it as a visualization, so that the attribute value of each member is displayed as an additional column in the form header. In addition to the attributes created in the dimension, system attributes are also available, such as the member ID. This option is only available for dimensions placed in rows or columns, and the added attributes can be reordered in the same way as members;
- Parameters: Lists the form parameters created for the dimension, allowing you to link the selection to a parameter. Through the Create button, you can create a new parameter for the dimension without leaving the member selection and, through the Manage button, open the Parameters panel;
- Calculated: Lists the form calculated members created for the dimension, allowing you to add them to the form. Through the Create button, you can create a new calculated member.
After completing the selection, click Confirm.
- If no member is selected for a dimension, the form displays all members of the dimension. In dimensions with a large number of members, we recommend restricting the selection so that the preview loads faster;
- Member reordering is also available in the member selection of Data Forms.
¶ 5.3.2. Dimension Properties
When you click Properties, the Edit Dimension panel opens, with the following fields:
- Visibility: Defines how the dimension placed in pages is displayed to the user:
- Standard: Field is visible and editable;
- Disabled: Field is visible but not editable;
- Hidden: Field is not visible.
Dimensions placed in rows or columns are always visible, therefore, for them the Visibility option is displayed disabled, with the Standard option selected.
- Edit data member: Allows editing the Member Data of the dimension;
- Show data member: Displays the Member Data of the selected members;
- Additional filters: Allows adding filters to the dimension based on its attributes. When you click Add, fill in the fields:
- Attribute: Dimension attribute used in the filter;
- Filter Visualization and/or Filter Data: Define whether the filter is applied to the visualization and/or to the data;
- Select Filter: Attribute values that are part of the filter;
- Levels: Hierarchy levels in which the filter is applied.
The added filters can be edited or removed at any time. After completing the settings, click Apply.
For more information about how Member Data works, see section 3.2.2. Member Selection.
¶ 5.4. Options
The Options panel gathers the form options, organized into the General, Visualization, Decimal places, Time and Report Options groups. When the panel opens, all groups are displayed collapsed, and you can use the Search field to find a specific option.
The available options are the same as those described in section 3.1.2. Options, with the following highlights:
- Time periods: Defines the time dimension levels displayed in the form columns (for example, when selecting only Month, only the month columns are displayed, without the year, semester or quarter totals);
- Show year filter in page: In new forms, it is enabled by default, automatically displaying the year page of the time dimension;
- Edit in all levels: When enabled, the Show data member option is automatically enabled and locked;
- Allow Data Allocation in Cell: When enabled, the Allocation type field is displayed, with the Proportional allocation, Fill leaves members and Custom options;
- Show attributes: Selection list with the Default, Right after members and Right before members options.
After defining the options, click Apply to reflect them in the form.
¶ 5.5. Instructions
Allows you to enter instructions about the form, which are displayed to users when they open it.
¶ 5.6. Related Reports
Displays the list of reports related to the form. To add or remove reports, click Manage: the Selected and Available lists are displayed, where reports can be found through the Search field and selected individually or through the Select All option. Click Apply to finish.
¶ 5.7. Calculated Members
Displays the form calculated members, grouped by dimension, with the Name and Expression columns. Each calculated member can be edited or removed directly in the list.
To add a new calculated member, click Add and fill in the fields:
- Dimension: Dimension in which the calculated member is created (required field);
- Name: Name of the calculated member (required field; a name that is already in use is not allowed);
- Type: Value type of the calculated member: Unknown (default), Currency, Percentage or Text;
- Dynamic Name: Name displayed in the header where the calculated member is placed. If it is not filled in, the content of the Name field is displayed (optional field);
- Expression: Mathematical expression that defines the value of the calculated member, for example:
[Gross Revenue] - [Taxes].
In the Expression field, press Ctrl + Space to open the expression assistant, which offers the Function Search, Dimension Search, Member Search and Parameter Search options. When you select an item in the assistant, it is inserted into the expression without erasing the content already typed. Parameters are inserted in parentheses, for example: (ParameterName), and their value is obtained from the member selected in the parameter page. Parameters created during the editing, even before saving the form, are also listed.
When you click Confirm, the expression is validated. If it is invalid (for example, when it references a member that does not exist), a message describing the error is displayed, and the calculated member is not added until the expression is corrected.
After creating the calculated member, add it to the form through the Calculated tab of the dimension member selection. For information about the functions available in calculated members, see: Calculated Members.
¶ 5.8. Parameters
Displays the list of form parameters, with the Name, Dimension, Visible and Members (number of configured members) columns. Each parameter can be edited or removed directly in the list.
To add a new parameter, click Add, fill in the fields below and click Add again:
- Dimension: Dimension to which the parameter belongs (required field);
- Name: Name of the parameter (required field; a name that is already in use is not allowed);
- Visible: Defines whether the parameter is displayed as a form page (enabled by default). A parameter that is not visible is not displayed to the user, however, its filter is still applied to the data.
To define the parameter members, click Edit on the desired parameter and, in the Members field, click Select. When editing, you can also change the Name and the Visible option (the Dimension cannot be changed).
- It is possible to create more than one parameter for the same dimension;
- The added parameters are immediately displayed in the form preview, even before saving it;
- A parameter without configured members uses the default member of the dimension;
- When a parameter is linked to the members of a row or column, the corresponding header displays the parameter name;
- When a parameter is removed, the members linked to it are unlinked, and the form continues to be displayed normally.
¶ 5.9. Dimension Relationships
Displays the dimension relationships applied to the form. To add or remove relationships, click Manage:
- Available: Lists the dimension relationships registered in the form application. To add a relationship, check its checkbox;
- Selected: Lists the relationships added to the form. For each relationship, you can define the Order (Normal or Reversed), change the application sequence through the Move Up and Move Down buttons, or remove it through the Delete button.
When you click Apply, the selected relationships are applied to the form preview.
For additional information, access: Dimension Relationships.
¶ 5.10. Excluded Crossings
Displays the list of form excluded crossings. To add a new crossing, click Add, enter the crossing Name and, in the Dimension / Members list, click Select on the dimensions that are part of the crossing to choose their members. Existing crossings can be edited or removed directly in the list.
When you click Apply, the crossing is only added if it has a name that is not in use by another crossing and at least one member selected.
¶ 6. Q&A
Frequently Asked Questions
1. What are the prerequisites for creating and editing cube forms?
The user must have the Manager feature Create and View Data Entry Forms enabled and be added to a Global Group with the Manager feature Manage Explorer enabled. To edit through the Edit tab, the Form Edit New Preview Feature must also be enabled (for more information, see: 1.1. Prerequisites).
2. What changes when the Form Edit New Preview Feature is enabled?
Cube forms are created and edited directly on the form screen, through the Edit tab of the ribbon, with the data preview updated after each change. With the Preview Feature disabled, editing continues to be done through the editing page described in section 3. Creating and Editing Forms (for more information, see: 5. Editing Forms through the Edit Tab).
3. How do I create a new cube form?
In Explorer, access the desired folder and, in the ribbon, click New Item → Data-Entry → Form. With the Form Edit New Preview Feature enabled, the form opens directly in the Edit tab, where the dimensions are placed through the Data and Designer panels.
4. Why is the Save button disabled in the Edit tab?
The Save button is only enabled when there are pending changes and all dimensions are placed in columns, rows or pages. Check whether there are still dimensions in the Data panel and add them to the form.
5. Why can't I access the other ribbon tabs while editing?
The other tabs are locked in two situations:
New form: until the form is saved for the first time;
Pending changes: until the changes are saved, through the Save button, or discarded, through the Cancel button.
6. Are the changes made in the Edit tab panels saved right away?
No. When you click Apply or Confirm in the panels, the changes are only reflected in the form preview. To store them, you must click Save in the ribbon. To discard them and return to the last saved state, click Cancel.
7. How do I change the order of the members displayed in the form?
In the Designer panel, click Filter on the desired dimension and, in the Selected list, use the Move Up and Move Down buttons, or drag and drop the member into the desired position. The form then displays the members in the defined order (for more information, see: 5.3.1. Member Selection).
8. What happens if I don't select any member for a dimension?
The form displays all members of the dimension. In dimensions with a large number of members, we recommend restricting the selection so that the form loads faster.
9. What is the difference between the Standard, Disabled and Hidden visibility options?
The Visibility options apply to dimensions placed in pages:
Standard: The page is displayed and can be changed by the user;
Disabled: The page is displayed but cannot be changed;
Hidden: The page is not displayed to the user.
Dimensions placed in rows or columns are always visible (for more information, see: 5.3.2. Dimension Properties).
10. How do I add a calculated member to the form rows or columns?
First, create the calculated member through the Calculated Members button of the Edit tab. Then, in the Designer panel, click Filter on the dimension of the calculated member, click Add and, in the Calculated tab, add the created calculated member (for more information, see: 5.7. Calculated Members).
11. How do I use a parameter in a calculated member expression?
In the Expression field of the calculated member, press Ctrl + Space, select Parameter Search and click the desired parameter. It is inserted in parentheses, for example: (ParameterName), and its value is obtained from the member selected in the parameter page.
12. How do I define the members of a parameter?
In the Parameters panel, click Edit on the desired parameter and, in the Members field, click Select. A parameter without configured members uses the default member of the dimension (for more information, see: 5.8. Parameters).
13. What is the purpose of the Order option (Normal or Reversed) in dimension relationships?
The Order option defines the direction in which the dimension relationship is applied to the form. In addition to the order, you can also define the application sequence of the relationships through the Move Up and Move Down buttons (for more information, see: 5.9. Dimension Relationships).
14. How do I display images in forms?
You must create an attribute of type URL for image in the dimension, enter the image URL in the member properties, publish the cube and add the attribute as a visualization in the member selection of the dimension placed in rows or columns. The URL must be compatible with the Image Host Addresses parameter (for more information, see: 4. Adding Images to Forms).