Edit properties for tables

Applies to: TBM Studio 12.0 and later

You control how users interact with editable tables with the Editing properties. Note that these properties apply to generated tables as well. To learn more about the Editing properties, see Set table properties.

You can also control how users interact with editable tables with the Editing properties from the TBM Studio ribbon bar. Note that these properties apply to generated tables as well:

Upload

You can upload an editable table in one of the ways:

Select Upload from the Editable Tables ribbon.
Select the Upload button at the bottom of the table. This button appears only when you enable the Enable/Disable Upload option in the Advanced Properties popup.

To know more about upload options, see Table Upload component.

Download

This button is available by default for all editable tables. On selecting this button, the following popup appears.

Make the appropriate choice and select Export button.

Enable Add Row Dialog

Select Enable Add Row Dialog button configure and add new row with pre-filled data.

Click Add Row button to see the dialog box that has column and data, and then select the row to add in the current report.

Disable Edits

This field takes a dynamic text expression. If the expression evaluates to true, editing will be disabled for the table. In the example below, user ddavis will not be able to edit the table.

{$CurrentUser:Users.ID}="ddavis@ABCCompany.com"

For more information on dynamic text, see Insert context-dependent text into the HTML.

From 12.11.6, the Delete All Rows button will appear even when the expression is 'true'.

Uneditable Columns

Applies to 12.10.10 and later

This field allows you to make a column as non-editable. Expand the Uneditable Tables option to see the list of columns that can be made non-editable.

Script

ApptioScript is the scripting language that is used to build the interactive business applications on top of the Apptio Platform.

ApptioScript can be used to perform many operations, such as edit tables, send email, transition states in work flow, or script what happens when the user clicks a button. See About ApptioScript and ApptioScript examples.

Validate Total

Total Column Validator

Used to validate row totals. For example, you may want a row of numbers to add to 100. Or, you can check for values that fall between a low and a high value. When this feature is used, a Totals column is added to the right side of the table. Values that fall outside of the parameters are highlighted in red.

To define the validators, click the icon at the right of the field. The Total Column Validator dialog is displayed as shown below. Select Total in the first field, select a qualifier in the second field, and enter a value in the third field. You can add multiple entries to specify minimum and maximum values. To add a second entry, click the + sign below the first entry.

Total Row Validator

Used to validate row totals. For example, you may want a column of percentages to add to 100%. Or, you can check for values that fall between a low and a high value. When this feature is used, a Totals row is added to the bottom of the table. Values that fall outside of the parameters are highlighted in red.

To define the validators, click the icon at the right of the field. The Total Row Validator dialog is displayed as shown below. Select Total in the first field, select a qualifier in the second field, and enter a value in the third field. You can add multiple entries to specify minimum and maximum values. To add a second entry, click the + sign below the first entry.

Permissions

This section allows you to grant/deny permissions for the following actions on a row. The default permission for Delete All Rows Permission is admin and partner, while rest of the permissions have everyone as the default value.

Add Row Permission

Specifies the roles that will be able to add rows to the table. The options are Everyone and Selected Roles. To specify the roles, click the Select roles icon choose the role(s) from the dropdown.

Duplicate Row Permission

Specify the roles that will be able to duplicate the rows in a table.

Delete Row Permission

Specify the roles that will be able to delete rows from the table.

Publish Row Permission

Specify the roles that will be able to publish rows to the table.

Edit Row Permission

Specify the roles that will be able to edit rows in the table.

Download Permission

Specify the roles that will be able to download the table.

Upload Permission

Specify the roles that will be able to upload the table.

Show History Permissions

Specifies the roles that will be able to see history of changes made in the table.

Delete All Rows Permission

Specify the roles that will be able to delete all rows from an editable table.

Delete All Rows

This button appears only when you enable the Delete All Rows option in the Advanced Properties popup. On selecting this button, the warning popup appears as shown.

Enter 'delete' and then select OK button. The table is blank, but all the changes are captured in Show Changes section.

Note: If you enter any value other than 'delete', the OK button will remain disabled.

If all cells in the filtered set of viewable rows are locked, then all buttons (Add Row, Delete Row, and Duplicate Row) will be disabled but the Delete All Rows button will remain enabled.

Enable Checkbox Column

12.11.5 and later: The select checkbox column appears only when you enable the Enable Checkbox Column option in the Advanced Properties popup. Filter for specific values, and then use the ApptioScript button to edit the cell value or delete the row.

Select or drag the cursor across multiple rows. right-click and then select Delete Row option.

From 12.11.6 onwards, you can do the following:

From a filtered values, select a specific row(s) and edit the cell value or delete that row(s) using the ApptioScript button.

Publish

Select this button to publish the data of generated tables to the parent tables. For more information, see Manually publish changes in the reporting surface.

Supress

This feature allows you to supress/hide data in lengthy and large editable tables.

12.11.5 and later: The editable table report is suppressed only when you enable the Suppress initial data request option in the Advanced Properties popup.

If the Suppress initial data request option is selected, then all data will be hidden in the table. A message appears "Please select your preferred filter to retrieve the data. Note: Automatic loading of the report has been disabled.".

To see data of your choice, you must apply compact slicers or row filters.

Alternatively, you can refresh data manually, automatically, or by selecting Update Data in the right click menu.