Page tree
Skip to end of metadata
Go to start of metadata

The first selection “modiy” in the forms menu, can be used for adjusting existing forms and tables.

Adjusting forms

Adding new positions


Adding form fields is made possible through a drag and drop function. The position is taken in the form by dragging a position in the outline structure of the taxonomy from the left window to the right window.

The positions in a form can be placed in any order or structure. The exact target position on the form will be displayed during the drag and drop operation by a dotted line. If an item is inserted behind an existing position, the horizontal position of the mouse pointer decides whether the position of the present position is added behind or below (indented). When the cursor is moved - in accordance with the engagement of the existing position -  a little further to the right than the existing indentation, then the position will be incorporated under the existing position. If the pointer is placed left from the indentation, the position on the same indentation or at a higher level is inserted.

With the "Save" button, the form can be saved so that it can then be used to enter data. When the checkbox “Drop subpositions” is selected, all subpositions are added to the form automatically when adding a new taxonomyposition to a form. That happens in the already existing structure of a taxonomy. The mode "add subpositions" facilitates the creation of circumferential forms, where large areas are covered by outline structures of a taxonomy.

When a form for collecting data from several periods has been configured, then a selection button "default periods" appears in the toolbar, here the existing periods can be enabled or disabled.

Activated periods are always taken as the default values for the periods to be detected (second column in the right window) in the sequence when adding items to a form.

Configuration of an input field

In the window on the right side, the input fields of the form can be configured.

For this, the following information can be given:

  • Occurrence: This determines how many occurrences of a data structure in a form have to generated minimally, and at least and may be generated maximally
  • Unit: unit of the input field, for example, monetary unit
  • Periods: Reporting periods, for which values can be set. When entering, the reporting periods are shown in the columns
  • Edit: specifies the type of formatting with the following values
    • NO: No data acquisition possible, field is only used to structure
    • normal: normal box, depending on the data type of the underlying position
    • multiline: multiple line input for text positions
    • formatted: editing formatted texts into an editor dialog
  • Identifier: specifying of custom field names by double clicking on the default name

If a filled out form field has been deleted, all data gets lost.

Adjusting tables

By clicking "change form" the first time, a dialog appears, asking you to select a table space from the taxonomy.

After selecting the table space, it can not subsequently be changed. For a different table space, a new form must be created.

After specifying the table space you will see a preview of the table form. 

To create the table, drag the dimensions from the "Unassigned dimension" in one of the areas rows, columns or worksheets. Thereby, the dimensions appear as rows, columns, or worksheets.

The table preview is updated and you will be informed whether further action is required .to ensure that at least one dimension, each for rows, columns and worksheets was set.

Once at least one dimension in the fields of rows, columns and worksheets was assigned, the table preview is supplemented by the positions of the associated dimensions. Once all dimensions have been associated with, the table form can be saved.

Dimensions with a position hierarchy (total positions and subordinate positions) can only assigned to the table axes rows and columns.

To delete the association of a dimension click on the “Remove icon” or drag the dimension to the "Unassigned dimensions".

The arrangement of positions in table rows columns, and pages are changed by three operations:

1. Moving from one area to another area. For example, the arrangement of positions and subpositions can be transmitted from the line on the column. Or an "open" position with custom values can be drawn to the area “sheets”.

2. By rearranging the dimensions in an area. The positions of the subordinate dimensions in the list subdivide the positions of the overlying dimensions, see illustration below:

3. By specifying whether the total positions are displayed in first or after the subpositions. This can be changed by selection of the edit icon next to the dimension name.

By using the Dimension Editor may also be affected the appearance of the positions and subpositions in the table. To change the structure click on the delete icon in the right pane of the dialog box. This position and subpositions are moved to the right side of "Available positions". Positions in the left panel can be moved in the right area back to change their arrangement.

After confirming the settings by clicking the OK button, the settings for the table view are applied.

If an position is removed from the display, to which data has already been collected, this data will be deleted!

Dimension values

Click to edit the characteristics of a dimension on Dimension edit .In the following dialog select a dimension in the menu selection:

  • by clicking on “add new” new description values can be edit
  • by clicking on the delete icon on the right of a dimension value, this is this deleted

Dimension values can be only acquired for “open” dimensions; those which are not determined by the taxonomy.

  • No labels
Write a comment…