Add spacer rows and columns to Universal Reports
You now have the option to add spacer rows and columns, called user rows and columns, to Universal Reports in TM1 Web. These user rows and columns offer advanced customization options, which allows you to create complex, tailored reports.
- Easily build stylized reports within a workbook by adding custom spacers to organize and format your data.
- Unlock extended calculation capabilities by incorporating Excel formulas directly into your reports, enabling more complex data analysis and insights.
You can add a user row or column to a Universal Report by using the context menu.
To add a user row or column in a Universal Report:
- Right-click a header member cell.
- Hover over the Add a user row (or column) to the universal report.
- You can insert the user member before or after the selected member by choosing the relevant option.
User rows or columns are anchored against a selected cell. When multiple cells are selected and you choose to add a user row or column before the selection, the user row or column is anchored against the first selected cell. If you choose to add a user row or column after the selection, the user row or column is anchored against the last selected cell.
By default, all user rows and columns are created as a spacer without a name or content.
- Impact of user rows and columns on toggle icon and member level
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In Universal Reports, the display of member levels and toggle information is determined by the adjacency of parent and child members in an axis. This means that the relationship between a parent and its children is established based on their proximity to each other.
If you insert a row or column between a parent and its children, it can disrupt the parent-child relationship and cause the following issues:
- The parent can become disconnected from its children.
- The toggle display icon can be affected.
- The levels of the child members can be impacted.
To avoid these issues, consider the following best practices when designing reports with spacers or Excel calculations:
- Plan the report layout carefully to avoid inserting rows or columns between parent and child members.
- Use alternative design approaches that do not disrupt the parent-child relationship.
- Consider anchoring the user row or column before members when toggle direction is set to expand below (default), or anchoring after members when toggle direction is set to expand above.
- Impact of user rows and columns on spreading
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User rows and columns block directional spreading. Do not interrupt cells that need frequent direction bulk updates. You can use user rows and columns as a tool to control spreading size.
- User rows and columns and complex axis expressions
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Currently, you cannot add user rows and columns on axis with complex use case expressions. This option to add a user row or column is unavailable in the Excel context menu.
Excel calculations in user rows and columns
In Planning Analytics Workspace websheets and TM1 Web, you can only view Excel calculations in user rows and columns.
Renaming and deleting user rows and columns
To rename a user row or column, double-click a user row or column header member, enter the new name, and press Enter. The name you enter must be unique and cannot have the same name as a dimension member, set, or a private set.
You can delete a user row or column from the report by right-clicking a user row or column header member cell. When you delete a user row or column that has additional user row and columns anchored to it, the delete apples to only selected row or column. The anchored ones are not deleted and persist in the calcs range of the Universal Report. You can delete the anchored user rows or columns from the calcs range manually.
Saving user rows and columns changes
You cannot save workbook changes directly to TM1 using Planning Analytics Workspace websheets or TM1 Web.