Difference between revisions of "XLCubed Options/Version 7"

m (Antonio.remedios moved page XLCubed Options/Version 7.0 to XLCubed Options/Version 7)
 
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==XLCubed options==
+
==XLCubed Options==
 
These are the XLCubed installation level defaults which are applied to any new workbooks opened during the Excel session.  
 
These are the XLCubed installation level defaults which are applied to any new workbooks opened during the Excel session.  
  
 
===Main===
 
===Main===
 +
[[image:options1.png|centre|350px]]
 +
*'''Format File:''' the default FormatSheet location
 +
*'''Language:''' selects XLCubed's interface language
 +
*'''Hide format sheet:''' sets whether the format worksheet is hidden when created in new workbooks
 +
*'''Default at level view in member tree:''' sets the default view of hierarchies to be level based, rather than member based
 +
*'''Default at level view in measure tree:''' sets the default view of the measures hierarchy to be level based, rather than member based
 +
*'''Sort hierarchies alphabetically:''' rather than the cube defined order
 +
*'''Show dimensions in folders:''' display folders shown at a level above the dimension rather than beneath the dimension
 +
*'''Limit number of members returned in tree to:''' limits to specified value in user interface. See [[Expanding Large Hierarchies]] for details
 +
*'''Show right-click menu option at top (restart Excel to apply):''' the XLCubed right click menu option is by default at the bottom
 +
*'''Use single members on filters:''' implements 'select and replace' on hierarchies in the filter area of grids (selecting a member replaces any existing selected member)
 +
*'''Automatically select Children of first member'''
 +
*'''Display Dimension Name with Hierarchy Name:''' prefixes the hierarchy name with the dimension name
 +
*'''Disable Tabular columns in Designer:''' sets whether XLCubed automatically attempts to disable unrelated columns for the [[Tabular Designer|tabular report designer]]
 +
*'''Don't show Small Multiples warning:''' controls whether XLCubed warns when it restricts the number of charts it shows in a [[Small Multiple Charts|Small Multiple chart]]
 +
*'''Auto apply changes in Task Pane:''' grid task pane defaults to 'Auto Apply', i.e. changes are made instantaneously
 +
*'''Unicode Compatibility (Excel 2003):''' this is required for Unicode support in Excel 2003 and earlier. Note should it only be set in Excel 2003 / XP if Unicode member names exist
 +
*'''Display Conversion Options:''' shows the [[Converting a Workbook from XLCubed V5|Convert from V5]] options in the XLCubed ribbon
  
[[image:options1.png|centre|400px]]
+
===Web Publication===
 
 
**'''Format File''' – the default FormatSheet location.
 
**'''Default at level view in member tree''' – Sets the default view of hierarchies to be level based, rather than member based
 
**'''Sort hierarchies alphabetically''' – rather than the cube defined order
 
**'''Show dimensions in folders''' – Display folders shown at a level above the dimension rather than beneath the dimension
 
**'''Limit number of members returned in tree to''' – limits to specified value in user interface
 
**'''Show right-click menu option at top (restart Excel to apply)''' – The XLCubed right click menu option is by default at the bottom.
 
**'''Use single members on filters''' – Implements ‘select and replace’ on hierarchies in the filter area of grids (selecting a member replaces any existing selected member)
 
**'''Automatically select Children of first member'''
 
**'''Display Dimension Name with Hierarchy Name''' – prefixes the hierarchy name with the dimension name
 
**'''Auto apply changes in Task Pane''' – Grid task pane defaults to ‘Auto Apply’, i.e. changes are made instantaneously
 
**'''Unicode Compatibility (Excel 2003)''' – ** Note should only be set in Excel 2003 / 2002 where Unicode member names exist. This is required for Unicode support in Excel versions pre 2007.
 
 
 
 
 
===Publication===
 
 
 
 
[[image:options2.png|centre|400px]]
 
[[image:options2.png|centre|400px]]
 +
*'''Default Web Address:''' the default web address for publishing
 +
*'''Maximum number of columns allowed:''' the maximum number of columns allowed per page
 +
*'''Maximum number of rows allowed:''' the maximum number of rows allowed per page
 +
*'''Log Publication Process:''' in the event of a problem, logs additional detail
 +
*'''Check Web Compatibility:'''checks the workbook pre-publication for any known compatibility issues.
  
**'''Default Web Address''' – the default web address for publishing
+
===Workbook Defaults===
**'''Maximum number of columns allowed''' – The maximum number of columns allowed per page
+
Controls the defaults for new workbooks.
**'''Maximum number of rows allowed''' – The maximum number of rows allowed per page
 
**'''Log Publication Process''' – in the event of a problem, logs additional detail
 
**'''Check Web Compatibility''' – checks the workbook pre-publication for any known compatibility issues.
 
 
 
===Workshop defaults===
 
 
 
 
[[image:options3.png|centre|400px]]
 
[[image:options3.png|centre|400px]]
 
+
*'''Available Actions - Ignore multiple filter members:''' if multiple members are selected on filters, these are ignored when determining which Actions to display
**'''Replace null values''' – Replaces null values with the contents of the field Replace null values with:
+
*'''Replace null values:''' replaces null values with the contents of the {{Menu|Replace null values with}} text field
**'''Remove nulls when drilling''' – If there are any null rows/columns when drilling down on a member, they will be removed so that  there are no fully empty rows/columns in the report.
+
*'''Remove nulls when drilling:''' if there are any null rows/columns when drilling down on a member, they will be removed so that  there are no fully empty rows/columns in the report.
**'''Remove 0 values when drilling''' - If there are any rows/columns when drilling down on a member that only contain zeros, they will be removed so that there are no zero rows/columns in the report.
+
*'''Remove 0 values when drilling:''' if there are any rows/columns when drilling down on a member that only contain zeros, they will be removed so that there are no zero rows/columns in the report.
**'''Resize Columns after drilling''' – This allows a column to resize itself when drilled
+
*'''Resize Columns after drilling:''' this allows a column to resize itself when drilled
**'''Indent drilled members''' – When the user drills down on a member, they will be displayed indented
+
*'''Indent drilled members:''' when the user drills down on a member, they will be displayed indented
 
 
 
 
==Workbook options==
 
===Workbook===
 
 
 
[[image:options4.png|centre|400px]]
 
 
 
**'''Maximum calculation depth during grid refresh''' – Please do not change without checking first with XLCubed Support.
 
**'''Refresh Format Sheet''' – This removes any customised formatting from workbook by replacing the existing FormatSheet sheet with the default sheet as defined in Options -> XLCubed Options -> Main.
 
 
 
===Web publication===
 
Specifies the behaviour and options available in the report once published to XLCubed Web.
 
 
 
 
 
[[image:options5.png|centre|400px]]
 
 
 
**'''Display Submit Changes''' – Controls display of Submit Changes toolbar button on XLCubed Web.
 
**'''Allow Printing''' – Controls display of the Print toolbar button on XLCubed Web.
 
**'''Allow save workbook to Excel''' – Controls display of save to Excel on XLCubed Web.
 
**'''Allow save active sheet to Excel''' – Controls display of save to Excel on XLCubed Web.
 
**'''Allow save to repository''' – Controls display of save to Repository on XLCubed Web.
 
**'''Display Refresh button''' – Controls display of Refresh button on XLCubed Web.
 
**'''Enable Right Click Menus'''  – Controls availability of right click menus on XLCubed Web
 
**'''Save Custom View''' – Controls availability of save custom view on XLCubed Web
 
**'''Drill Formulae'''  – Whether formulae can be drilled on XLCubed Web
 
**'''Edit Member Formulae''' – Whether XL3Member formulae can be edited on XLCubed Web
 
**'''Auto Reload'''  – Whether the report auto-reloads if IIS has timed out due to inactivity
 
**'''Edit XL3LookupRW without unlocking''' – Enable LookupRW formulae for editing
 
**'''Open Links in same Window''' – Whether any XL3Link formulae to other websites or reports are opened in the same or different windows
 

Latest revision as of 12:25, 7 May 2015

XLCubed Options

These are the XLCubed installation level defaults which are applied to any new workbooks opened during the Excel session.

Main

Options1.png
  • Format File: the default FormatSheet location
  • Language: selects XLCubed's interface language
  • Hide format sheet: sets whether the format worksheet is hidden when created in new workbooks
  • Default at level view in member tree: sets the default view of hierarchies to be level based, rather than member based
  • Default at level view in measure tree: sets the default view of the measures hierarchy to be level based, rather than member based
  • Sort hierarchies alphabetically: rather than the cube defined order
  • Show dimensions in folders: display folders shown at a level above the dimension rather than beneath the dimension
  • Limit number of members returned in tree to: limits to specified value in user interface. See Expanding Large Hierarchies for details
  • Show right-click menu option at top (restart Excel to apply): the XLCubed right click menu option is by default at the bottom
  • Use single members on filters: implements 'select and replace' on hierarchies in the filter area of grids (selecting a member replaces any existing selected member)
  • Automatically select Children of first member
  • Display Dimension Name with Hierarchy Name: prefixes the hierarchy name with the dimension name
  • Disable Tabular columns in Designer: sets whether XLCubed automatically attempts to disable unrelated columns for the tabular report designer
  • Don't show Small Multiples warning: controls whether XLCubed warns when it restricts the number of charts it shows in a Small Multiple chart
  • Auto apply changes in Task Pane: grid task pane defaults to 'Auto Apply', i.e. changes are made instantaneously
  • Unicode Compatibility (Excel 2003): this is required for Unicode support in Excel 2003 and earlier. Note should it only be set in Excel 2003 / XP if Unicode member names exist
  • Display Conversion Options: shows the Convert from V5 options in the XLCubed ribbon

Web Publication

Options2.png
  • Default Web Address: the default web address for publishing
  • Maximum number of columns allowed: the maximum number of columns allowed per page
  • Maximum number of rows allowed: the maximum number of rows allowed per page
  • Log Publication Process: in the event of a problem, logs additional detail
  • Check Web Compatibility:checks the workbook pre-publication for any known compatibility issues.

Workbook Defaults

Controls the defaults for new workbooks.

Options3.png
  • Available Actions - Ignore multiple filter members: if multiple members are selected on filters, these are ignored when determining which Actions to display
  • Replace null values: replaces null values with the contents of the Replace null values with text field
  • Remove nulls when drilling: if there are any null rows/columns when drilling down on a member, they will be removed so that there are no fully empty rows/columns in the report.
  • Remove 0 values when drilling: if there are any rows/columns when drilling down on a member that only contain zeros, they will be removed so that there are no zero rows/columns in the report.
  • Resize Columns after drilling: this allows a column to resize itself when drilled
  • Indent drilled members: when the user drills down on a member, they will be displayed indented