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Procedure documentationSpecifying Sets Locate this document in the navigation structure

 

You can use a list of proposed values to define a characteristic as a set and insert it into the matrix. Sets are defined as named single selections in the consolidation workbench. A set consists of characteristics such as consolidation unit and FS item.

Procedure

  1. Place the cursor on the cell in which you want to insert the first entry in the set.

  2. On the Data Matrix tab, click   Sets   and then select a characteristic.

    A dialog box opens with a list of values for the characteristic. Depending on the characteristic that you are defining, values for other characteristics that you have already specified, and on which the values in the proposal list are dependent, may appear in the fields at the top of the box.

    Note Note

    You may want to specify a value for a characteristic that is dependent on the values of characteristics that you have not yet specified. In order to generate a list of valid proposals, you need to specify these delimiting characteristic values. A value list displayed only after you have made this specification.

    End of the note.

    Note Note

    If a list is very long, first, a condensed form of the list is displayed, which you can selectively expand as required.

    End of the note.

  3. Select one or more sets.

    You can use Windows selection functions to select multiple values (CTRL + click) or blocks of values (SHIFT + click). You can enter a value ID (in the form of the field name) to go to its position in the list. You can also use the search function by ID values or long texts to go to their position in the list. In addition, you can position on a value using the Position button.

  4. Determine the following:

    • How the set entries should be arranged on the worksheet (in the case of a set list or multiple set aggregations)

    • Whether the ID and/or short text and/or long text of the characteristic should be displayed

    • Whether the set is a list set or a set aggregation

  5. Click OK.

Result

Set list

The relevant set entries are inserted at the cursor position, either vertically or horizontally (depending on the arrangement selected).

Set entries are inserted in the sequence in which they are entered in the set.

Set aggregation

Only one entry is inserted into the worksheet. This entry represents the sum of all entries in the set.

You can format, move, delete or change sets in a worksheet.