Type

Options are Report and Input Schedule.

The refresh options provide default selections to optimize the workbook performance. After setting the type, you can further customize the refresh options to suit your needs.

Refresh and expansion

When you refresh a workbook, the system goes to the server and returns data values for the cells whose retrieval formulas are affected.

When you expand a workbook, the expansion functions dynamically expand dimensional data.

All refresh and expansion options for both reports and input schedules are enabled by default except for Refresh by sheet.

Allow users to change options

If you select this, users, who are not administrators, can set workbook options on a workbook. If you leave it blank, only administrators can change these options. By default, this check box is selected.

Drill-down

This option controls member expansion behavior in the active spreadsheet. You can use Expand by Overwriting Rows or Expand by Inserting Rows. When you select Expand by Overwriting Rows, the expanded members display in the rows below the expanded member, clearing existing members. When you select Expand by Inserting Rows, any rows below the expanded member shift down, and new rows are inserted to accommodate the newly displayed members.

Set maximum expansion

For performance purposes, there is a maximum number of rows and columns to return when the row or column in the report or input schedule dynamically expands.

For Microsoft Excel, the maximum number of rows is 65,535 and the maximum number of columns is 255. However, for a file format of Excel 12 (Excel 2007) html, xml workbook or template, the maximum number of rows is 1,048,575 and the maximum number of columns is 16,383.

Override current view settings

When you open a Planning and Consolidation report or input schedule in Interface for Office or Interface for the Web, the data changes based on your current view. If you want an active workbook to always open to specific members, you can override one or more of the current view members.

To override current view settings, enter some data in two columns (for member names and values) of an empty cell on the workbook. Enter the names and values of the members you want to hard code. Select  eTools Workbook Options , then select the two-column range of cells that represents the current view settings, and then choose Add. Choose the Remove button to remove the range.

Save the session CV with the workbook

This option allows you to save the active current view with the workbook when you have multiple reports open for which you want to see different current views. Rather than use the active session current view for all three reports, you select, then save the desired current view with each workbook. When you switch between the reports, a unique current view is used for each.

Set worksheet password

You can set a Planning and Consolidation password on the workbook. A Planning and Consolidation password is required when the report or input schedule is distributed or collected using the Offline Distribution Wizard.

The password is different from native Excel's workbook password. If you use the Excel password to secure a workbook, Planning and Consolidation expansions may not work properly. To set the password, select  eTools Workbook Options from the Excel interface.

Lock status

The Workbook Options dialog shows whether the current workbook is locked or unlocked. You can lock the report or input schedule using the Park N Go feature.

Read options for comment

This field is used for cell-based comments. If an EvCOM function returns a specific comment value, you can have it displayed as text in the cell or in a Microsoft Excel comment dialog box.