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Creating Data Forms in The Form Builder

1. Data forms are templates that allow users to view and enter data in predefined rows and columns. Users cannot modify the structure of data forms. 2. Data forms can be linked to other forms to enable drilling between forms. Scripts can also be used to customize data forms. 3. When creating data forms, the properties, point of view, columns, rows, and other attributes must be defined. Formatting options and linked forms allow for enhanced data presentation.

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ravigriet
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46 views

Creating Data Forms in The Form Builder

1. Data forms are templates that allow users to view and enter data in predefined rows and columns. Users cannot modify the structure of data forms. 2. Data forms can be linked to other forms to enable drilling between forms. Scripts can also be used to customize data forms. 3. When creating data forms, the properties, point of view, columns, rows, and other attributes must be defined. Formatting options and linked forms allow for enhanced data presentation.

Uploaded by

ravigriet
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Data Forms

Data forms are templates with predefined rows and columns that you set up for
users to view and enter specific data. Users cannot add rows and columns to or
remove rows and columns from data forms. They can change point of view
selections only for the dimensions that you specify when you set up the form.
You can define links from one form to another to enable users to drill through to
view data in the linked form.
To create data forms load, extract, and delete data forms, you must be assigned
to the Manage Data Entry Forms role or Administrator
Data form in two ways,
1. Data Form options in the Form Designer
2. Writing a script in the Script view
By default, data forms use the WDF file extension.

Creating Data Forms in the Form Builder:


For information on the tabs in the Form Builder, see these sections:

1. Properties
2. POV
3. Columns
4. Rows
5. Details
6. Headers
7. Script
Scan - To scan the form for proper syntax. After the system scans the form, it
displays a page containing information such as the scan start and end times. If
the form is valid, the page includes a Preview button, which you can use to view
the form. If the form contains errors, the page lists the errors.
Update - to post changes to the server.
Reset - to reset form values. This button can be useful if you make a mistake
Click Save at the bottom of the Form Builder, then select a file name and
location
After the system attempts to saves the form, it displays a page containing
information such as the start and end times of the save operation
1. If the form is valid, the system saves the form and the page includes a
Preview button, which you can use to view the form.
2. If the form contains errors, the form is not saved and the page lists the
errors.

Note: If you attempt to close the form without saving the script, the system
warns you and provides the option to save before continuing.

1. Properties.
The Properties tab specifies general information for the data form.
Label, security class, description and instruction.
2. Pov
- Background pov : single members for dimension access
- Selectable pov : Multiple members for dimension access
3. Columns
The Columns tab specifies the dimension members to display in the columns of
the form
Note: You can specify one member list per column.But we cannot select different
individual members.
Col 1: Options
Cell text : 1 means allow text and it will display only text
Empty box means values will display
Decimal places: No of decimal places 1 or 2 ..
Ex. 12345.25678
Decimal

Values

12345.25

12345.256

Scale: No of units
Ex. 12345.25678
Scale

Values

123.45

12.34

Customer header: Header for column ex.difference

Customheaderstyle: style for row


Ex: Color:red;text-align:right
C3=S#Actual.Y#@CUR(-1),Style:color:blue;background-color:red;font:bold
Export data form to excel: it is used to view data in excel
Ctrl + click on Export excel .
We can do calculation in excel but not in data forms.
Save and import excel
Scripts:
Existing data form go to scripts and copy then paste in notepad and make
necessary changes and then again open new data form paste in scripts.
Linked forms: link option only available in row and need to enter form label
( Name) Ex: BS linked to PL.(TO move from bs to pl right click on bs form then
select linked form automatically opens another form PL)
Override: This is used for over write the data or value.
Accounts

Jan-C1

Feb-C2

Mar-C3

Sales

2500

3500

4500

Purchases

1500

1500

1500

Salaries

500

500

500

adminexp

1000

1000

1000

Here select adminexp row then go to override option type (2,3,string(111)


means ( Admin for feb and mar will be 111)
Accounts

Jan-C1

Feb-C2

Mar-C3

Sales

2500

3500

4500

Purchases

1500

1500

1500

Salaries

500

500

500

adminexp

1000

111

111

Q) Web Data forms Vs Data Grids


Forms

Grids

Pov Restrictions

Yes

No

Test Formatting (Ex : Bold red italic)

Yes

No

Import form \Export to excel

Yes

No

Linked Forms

Yes

No

Customs Headings

Yes

No

Scripts

Yes

No

Calculations Scalccol(1)-col(2)

Yes

No

File execution (wdf)

Wdf

XML

usage

End
user

Group
user

Report Type = Webform


Reporting Label = Bs

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