Managing components in the design panel

On the Components tab, all components included in a workbook are displayed in a tree-like structure. You can select if the components should be listed by data source or by sheet. In both cases, the highest node of the list is the workbook. Below this, the data sources or the sheets are displayed with their components.

You can use the context menu to manage the components. The following sections describe the functions of the context menu.

To insert a component

On workbook level, you can insert the following components:

data sources ('Use Data Source')
planning functions ('Use Planning Function')
planning sequences ('Use Planning Sequence')

On data source level, you can insert a crosstab for this data source ('Insert Crosstab'). A dialog box appears to enter the sheet and cell information where the copied crosstab should be inserted.

On the planning objects level, you can insert planning functions ('Use Planning Function') and planning sequences ('Use Planning Sequence')

To refresh a component

You can refresh the following components with the context menu:

workbooks
crosstabs
charts

To copy a component

You can copy the following components with the context menu:

data sources
When you copy a data source, the copied data source is added to the tree-like structure with a new data source alias. No crosstab or other component of the original data source is added to the workbook.
crosstabs
When you copy a crosstab, a dialog box appears to enter the sheet and cell information where the copied crosstab should be inserted. The new crosstab is inserted on the defined position and in the structure, a entry with data source, data source alias and crosstab is added.
sheets
When you copy a sheet, the copied sheet is added to the tree-like structure.

To move a component

You can move crosstabs and charts ('Move To'). A dialog box appears to enter the sheet and cell information where the crosstab or chart should be moved to.

To jump to a component

You can use the context menu to jump to a crosstab or a filter ('Jump To'). You can use this function to jump to a crosstab on another sheet in the workbook, for example. The sheet with the selected crosstab will be displayed.

To execute planning objects

You can use the context menu to execute planning functions and planning sequences.

To delete a component

You can delete the following components with the context menu:

data sources
crosstabs
charts
filters
planning functions
planning sequences