Settings

This tab is used to define which columns appear on the datasheet, and in what order they are displayed. If you are creating or editing a datasheet that is assigned to a datasheet type, you cannot edit any of the datasheet properties on the Columns, Filters, Organize, Time Views, or Dashboard tabs:

• Datasheet Name Type the name of the selected datasheet.
• Available Attributes This box lists attributes assigned to the item types included in the datasheet on the General tab.
• Selected Attributes This box lists all attributes that are displayed as columns on the selected datasheet. Columns are displayed left to right on the datasheet in the order the attributes are listed in this box.
• Add Click this button to move the selected attributes from the Available Attributes box to the Selected Attributes box.
• Remove Click this button to move the selected attributes from the Selected Attributes box to the Available Attributes box.
• Move Up Click this button to move the selected attribute up in the list, making it display farther left on the datasheet.
• Move Down Click this button to move the selected attribute down in the list, making it display farther right on the datasheet.
• Default Header For the selected attribute, this box lists the default column name.
• Custom Header For the selected attribute, this box is the display name as it will appear in the datasheet. By default, this is the same as the Default Header. Changing this value modifies the column name for all users.

This tab is used to define which columns appear on the datasheet, and in what order they are displayed. If you are creating or editing a datasheet that is assigned to a datasheet type, you cannot edit any of the datasheet properties on the Columns, Filters, Organize, Time Views, or Dashboard tabs:

• Datasheet Name Type the name of the selected datasheet.
• Filter Rules Lists all of the current rules set up to filter the datasheet.
• Up Moves the selected rule up in the list.
• Down Moves the selected rule down in the list.
• Delete Removes the selected rule from the Filter Rules box.
• And Select this option to indicate that the items on the datasheet must meet the conditions of the selected filter rule and all other filter rules that do not begin with Or. For example, If multiple rules use the And option, and one rule uses the Or option, the rules containing the And option are grouped together, and the rule containing the Or option is considered separately. The items on the datasheet must either meet all of the And conditions, or at least the Or condition.
• Or Select this option to indicate that the items on the datasheet must meet the conditions of the selected filter rule, or all the filter rules that do not begin with Or, or another filter rule that begins with Or.
• Attribute Select the datasheet column that you are building a filter rule around from this list.
• Comparison Select the test you want to apply to the column selected in the Attribute list.
• Compare To Select what the filter rule should compare the attribute to. Select the this specific value option and type a value in the box below the options to filter the datasheet so that only items with the Comparison relationship with the value you specified for the selected attribute are displayed. Select the another attribute option and select an attribute from the list below the options to filter the datasheet so that only items with the Comparison relationship between the two selected attributes are displayed.
• Update Click this button to update the selected filter rule.
• Add Click this button to add the rule to the filter.

This tab is used to identify the basic information about a datasheet. If you are creating or editing a datasheet that is assigned to a datasheet type, you cannot edit the item types included on the datasheet type on the General tab. You cannot edit any of the datasheet properties on the Columns, Filters, Organize, Time Views, or Dashboard tabs:

• Associate with You can associate the datasheet with a specific location in the item hierarchy. This enables you to define the root item for the datasheet; the item you select is the top-level item in the datasheet. By default, datasheets are associated with the enterprise portfolio.
• Show All Roles Select this check box check box to display excluded rows on the datasheet. A row is excluded on a datasheet when the check box to the left of the row is cleared. Excluded rows are displayed in gray on the datasheet. If the Show All Roles check box is cleared, the excluded rows are not displayed on the datasheet.
• Show Unallocated Select the Show Unallocated check box to display the differences between a parent item and its child items for roll-up attributes in non-roll-up dimensions, such as the target dimension.
• Display Levels Select how many levels of data you want to view on the datasheet from the Display Levels list.
• Default Expansion Level Select the default expansion level for the datasheet from the Default Expansion Level list. The Default Expansion Level list determines how many levels of the datasheet are opened on the datasheet by default.
• Items Select the Include All Types option to include all item types on the datasheet. Select the Include Only These Types option and select the item types you want to include on the datasheet. To select more than one item type from the list, press <CRTL> while selecting each item type.
• Description Type a brief description of what the datasheet can be used for, or what data it includes.
• Created By Displays the user name of the person who initially created the datasheet, and the date and time it was created. This box is read-only.
• Last Modified By Displays the user name of the person who made the most recent changes to the datasheet, and the date and time they modified it. This box is read-only.
• Location Displays the location of the datasheet within your organization's portfolios.
• Private Select this check box if you want the datasheet to only be available to you. Clear the check box if you want the datasheet to be available to all users that have access to datasheets for the portfolio. When the Private check box is selected, only the user that created the datasheet can view and modify the datasheet, unless you are sharing the datasheet.
• Share This button is only available if the Private check box is selected on a datasheet that you created. If you selected the Private check box, but would like to share the datasheet with specific users and/or security groups, you can share the datasheet. When you share a datasheet, the users and/or members of the security groups you assigned to the datasheet can also view and modify the datasheet. Click the Share button on the General tab on the New Datasheet, Datasheet Properties, or Datasheet Type Properties page to assign users and/or security groups to the datasheet on the Datasheet Shared Access page.