Making Global Settings for a New Data Matrix (SAP Library

Making Global Settings for a New Data Matrix

Prerequisites

You have opened a workbook that was created using the Interactive Excel template.

Procedure

Place the cursor on a cell that you want to form the upper left corner of the matrix header data.

Choose Consolidation ® Data matrix ® New.

The settings of existing matrices are copied as default values into your matrix.

A dialog box appears, in which you are shown the Preset Characteristics (= global parameters). You have the possibility to deactivate some parameters.

On the Settings tab page, enter a name for your matrix and specify the following parameters:

A debit/credit sign logic
A scaling factor for data
Whether you want to enter values with units or display units for imported data
Whether the matrix is a data entry matrix
Whether blank lines should be displayed

On the Characteristics tab page, specify values for characteristics that are valid for the whole matrix as follows:

Select a characteristic in the upper part of the dialog box.
Determine the characteristic type for the value. You can define the value as either a single value or a set aggregation.
Use the arrow button next to the bottom field to display a list of possible values. Select one of these values.
Set the Constant flag if a characteristic is valid for the whole matrix and you do not want it to appear in the sheet.
Choose Confirm to complete your definition of the characteristic.

Note

If you want to change the value selected for a characteristic, position the cursor on the characteristic, select a new value from the list of possible values, and choose Confirm.
If you want to remove the value selected for a characteristic, position the cursor on the characteristic, select the empty entry at the top of the list of possible values, and choose Confirm.

Repeat step 4 until you have specified all the characteristic values that you require. Then choose OK.

Result

The relevant characteristic vales are inserted as a block at the cursor position, unless you specified them as constants, in which case they are invisible. General information, for example user, scaling factor, and aspect are also inserted.

Header data can be formatted, moved, or deleted after being inserted into a worksheet. All global settings except for the matrix name and aspect can be changed after insertion.

You can check your settings and make changes at any time by choosing Consolidation ® Data matrix ® Change and the Settings tab page.

Note

In this way, you can find out which characteristic values are flagged as constants and therefore do not appear on the sheet. You can also remove the Constant flag for a characteristic value.

For more information about changing values, see Changing Characteristic Values.

You can preset the settings for new data matrices. To do this choose Settings ® Global Parameters ® Preset Characteristics. In exactly the same way, you can copy the settings of already existing matrices as default values.