Lists can be used for different purposes, there are different list types. Within some list types new lines can be calculated using the formula editor.
Lists can be created, changed, deleted and copied within the Manage List Section.
Type of Lists
When lists are assigned to report parameters they become a certain list type. Each list type has its own specific set of attributes. Click on the list types to read about the purpose and these specific attributes:
Structure
A list structure contains multiple levels. A list is based on one or more dimensions, it contains list items and a list item contains list item members for each dimension. This section explains the attributes of each level.
List
See here an example of the attributes of a list:
Attributes:
Attribute | Description |
|---|---|
Name | The name identifies a list. A list name must be unique at all times. |
Type | Lists can either normal (manual input) or dynamically generated (click on the link for the options) based on a parent member. When a list is dynamically generated, it must be based on one dimension only. |
| Source Systems | The source system of the List. |
| Dimensions | A list is based on one or more dimensions, click on the settings button at thebegining of the list row and click on Edit to open the List Dimensions |
List Item
At the list item level you can configure the contents of a list. A list item has a value attribute for each dimension selected at the list level. The value attribute is linked to the ´List Item Member´ level. The value attribute of a specific dimension can contain the following:
- Dimension Member
- Dimension Variable
- For the period and year dimension: Context specific variables like: @@CUR-1, @@CUR+12, etc.
See the screenshot on the right for the examples of the three type of values.
The value attribute is by default blank which is the same as @@CUR. @@CUR means the current dimension member acording to the POV or /wiki/spaces/CXO/pages/2806776312 of the report.
After the dimension value attributes you can find the List Type specific attributes. Read more about these attributes in the following articles: Rows List, Columns List, Pick List, Reference Pick List, Value Tree List, Time Series List
Set Display Name
You can set the Display Name of an item, if you double click on the Items Name field, which will open the Set Display Name Window. Yoiu can see the detials on how to set the name on the example below:
Calculations
Calculated list items are supported by the following list types:
Read more about calculated items in the Formulas article| . |
Drill Lists
Rows List items can contain a drilldown list. Drilling down from one list item to another list is only supported in the Financial Statement template, the Multi-Column template and the Home Page template. Read more about this in the Drill List article.Options article.
Convert a Report List to Shared List
When opening the shared lists it is possible to convert a report list to a shared list
Search for the report where the report list is used and give it a name that will be used for the shared list which can be equal to the report list in case this is a not yet used name
