Set properties

You can set properties for an Exploration View or a list that are specific to a worksheet.

About this task

The settings in the Properties dialog box are specific to a worksheet. For information about setting global options, see Settings.

In addition to changing settings, the Properties dialog box enables you to view information about the worksheet including server and package information, and the date the worksheet was created.

Procedure

  1. On the IBM Planning Analytics tab, click Properties icon Properties.
  2. To change the starting location of your Exploration View or list, type a new row number in the Row start box and a new column number in the Column start box.
  3. If you are working with a TM1 Exploration View, you can choose whether to process data in either CSV or raw XML format.
    • To choose CSV format for faster processing of large data sets, in the Request format drop-down box, click Unformatted Values.
    • To choose raw XML format, in the Request format drop-down box, click Formatted Values.
  4. If you are working with a IBM Cognos® Analytics List, you can choose whether to process data in either CSV or raw XML format.
    • To choose CSV format for faster processing of large data sets, in the Request format drop-down box, click Unformatted Values.
    • To choose raw XML format, in the Request format drop-down box, click Formatted Values.
  5. To control how labels appear in nested cells, set the Default grouping option.
    Note: The Default grouping option controls how the Group / Ungroup feature works. For Exploration Views, this is the automatic setting for presentation of metadata in nested rows and columns. For lists, this determines how the Group /Ungroup menu items and buttons work.These settings override the settings in the Options dialog box and affect only the current worksheet. You can leave cells ungrouped when you need to use Microsoft Excel lookup functions or you can group cells to provide for greater readability. Changes to the Grouping option will be reflected in the worksheet immediately, whereas changes in the Options dialog box will only be reflected when a new Exploration View is created.
    • To merge metadata into cells that span nested items and allow for full grouping, click Merge Cells.
    • To repeat metadata in individual cells that span nested items, click Repeat Labels.

      Use this option when you want to use other Microsoft Excel functions on the data.

    • To limit cell metadata and merging to minimize labels, click Label Top Cell.
    • To turn grouping off, click None.
  6. To limit the number of rows displayed, set the Data Display Row Limit property.
  7. After you are done setting options, click OK.