Invalid Members and Comments Retained in Ad Hoc Grids After Refresh
In Smart View ad hoc grids, you can now retain invalid members after refresh when the Service Administrator enables the new Keep Invalid Members/Comments option in the application settings of your business process.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting
When the Keep Invalid Members/Comments option is enabled, you can detect:
- Unknown or invalid members on a grid
- Text typed outside the grid; for example, your own notes
Additionally, you can set a cell style for comments in Smart View that allows you to quickly and easily spot comment cells, including invalid or unknown members in the grid or pertinent notes you may have made on a sheet outside of the grid.
In the following example, the cell style for Comments is set to a pink background with bolded italic text. Two errors were made when entering member names.
After refreshing the grid, note the invalid members in cells C2 and A4. Also note that the data entered remains on the grid and the data cells associated with the invalid members have no formatting applied.
Portion of a Smart View Ad Hoc Grid Showing Invalid Members
Users can replace the invalid members with the correct member names by using the Member Selection dialog or by hand-typing the correct member name. Refresh the grid again and note that the row member is placed correctly within the hierarchy and the data remains.
Portion of a Smart View Ad Hoc Grid After Correcting Invalid Members and Refreshing
Business Benefit: This feature allows users to quickly identify invalid members and comments in an ad hoc grid without losing their work during a refresh.
Steps to Enable
To enable users to retain invalid members in an ad hoc grid after a refresh:
In the web business process, click Application, and then click Settings.
In Application Settings, under Smart View Add-on, select the Keep Invalid Members/Comments check box. This check box is disabled by default.
Click Save.
Tips And Considerations
- In Smart View, invalid members are considered comments. Use Cell Styles to set a distinct style for comments to quickly note invalid members and comments on an ad hoc sheet.
- In multi-dimension rows and columns, changing the member in the first column in the first row dimension or any of the rows in the first member column of the grid will result in an error. Changes to any other member cells will work as expected.
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