Making Global Settings for a New Data Matrix 
Before you create a new data matrix, you make the global settings.
You have opened a workbook that was created using the Interactive Excel template.
Place the cursor on a cell that you want to form the upper left corner of the matrix header data.
Click .
The settings of existing matrices are copied into your matrix as default values.
A dialog box opens that displays the preset characteristics, that is, the global parameters.
You can predefine the global parameters by clicking . You can deactivate certain parameters.
On the Settings tab, enter a name for your matrix and specify the following parameters:
Matrix name
If you define several matrices for a single worksheet, you can give them different names.
Note
You cannot change the name of a matrix later.
Debit/credit sign logic
For information, see Debit/Credit Sign Logic.
Scaling
When you create a matrix, you can specify a scaling factor of one (1) to one million (1,000,000) to apply when you enter or display data. You can change the scaling factor later if required.
Return units indicator
Select this indicator to display values with a unit in Interactive Excel reports, for example, currency or unit of measure.
Data entry matrix indicator
Select this indicator to use a matrix to enter data and prepare a data matrix for the entry of financial data. For information, see Preparation for Data Entry.
Display blank lines indicator
By default, this indicator is selected and blank lines are displayed in a data matrix. To suppress the display of blank lines, for example, to improve clarity, deselect this indicator.
Display blank columns indicator
By default, this indicator is selected and blank columns are also displayed in a data matrix. To suppress the display of blank columns, for example, to improve clarity, deselect this indicator.
Post 0 for blank cells indicator
Select this indicator if you want to write zero (0) for blank cells. You can use this setting to enter a numerical value in all items.
Update mode
The update mode specifies how the system is to process the values of data records that were posted earlier. You have the following options:
Delete (all FS items, all subassignments)
All existing data for each object is reset to zero
Delete (entered items, all subassignments)
All existing data for each object in posted items is deleted before writing the entered data.
Delete (FS items in the matrix, all subassignments)
All existing data for each object in the matrix is deleted with all subassignments, before writing the entered data.
Note
This option is available for Enterprise Controlling Consolidation (EC-CS) only.
Overwrite (entered items and subassignments)
The existing entries are overwritten by the entered ones (when identical to the item and all subassignments), other entered data is written; otherwise, existing settings remain unchanged
Allocate (overwrite, but total per item remains unchanged)
The value, which already exists in an item, is divided onto the uploaded subassignments the total per item remains unchanged. To achieve this, an automatic offsetting entry is generated on the respective default subassignment.
Note
This option is available for Enterprise Controlling Consolidation (EC-CS) only.
No Modification: all data in the target system remains unchanged; the new data is posted only if it does not exist in the target system yet; otherwise, an error message is displayed.
Note
This option is available for Business Consolidation (SEM-BCS) only.
Note
The Divide function is currently restricted to the Partner subassignment.
On the Characteristics tab, specify values for characteristics that are valid for the whole matrix as follows:
Select a characteristic in 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 Value ID field to display a list of possible values and select one of these values
If a characteristic is valid for the whole matrix and you do not want it to appear on the worksheet, select Fix.
Note
If you want to change the value selected for a characteristic, position the cursor on the characteristic and select a new value from the list of possible values using the arrow button; then select the correct value.
If you want to remove the value selected for a characteristic, position the cursor on the characteristic, and select the empty entry at the top of the list of possible values.
Repeat step 4 until you have specified all the characteristic values that you require and then click OK.
The relevant characteristic values 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 is also inserted.
You can format, move, or delete header data after it is inserted into a worksheet. You can change all global settings except for the matrix name and the aspect after insertion.
You can check your settings and make changes at any time by clicking .
Note
In this way, you can find out which characteristic values are defined as constants on the Constant tab and therefore do not appear on the worksheet. You can also deselect the Constant indicator for a characteristic value.
For more information about changing values, see Changing Characteristic Values.
You can predefine the settings for new data matrices. To do this, click .
Global parameters are saved for every single aspect. In exactly the same way, you can copy the settings of existing matrices as default values.