Spreadsheet view

From version 4.1.3.0, Spreadsheet view is changed. The previous functionality has been moved to the Reports list object.

Spreadsheet report and Spreadsheet view are separately licensed.

A Spreadsheet View object can be used to display an Excel document on the web. It is possible to select a spreadsheet from Resources or an existing Spreadsheet report. You can choose to display an entire sheet or you can select a specific part of a sheet that is pre-defined in Excel. If you choose to display a Spreadsheet report it will be rendered with the current context, i.e. period and organization.

The following limitations apply:

General

Excel documents cannot reference external resources, i.e. other documents, data sources, scripts, URLs, etc.
When displaying tabular data from a spreadsheet, column widths are not automatically expanded to display all content; the user must manually adjust column width, as in Excel.
Conversion is not pixel perfect; placement of text or graphical elements might be different than in Excel, and may be slightly different in different browsers. However, in most cases the difference should be marginal.
Advanced graphical features may not be converted correctly. As an example 3D-effects on graphs will in some cases not be displayed at all. However, most ordinary graphs will display fine.

Performance

We do not recommend trying to show more than maximum 5000 cells, as this may reduce performance when displaying tables/sheets on the web.
Other factors affecting performance and memory consumption
Performance of hardware running BMP.
Number of simultaneous users.

Recommended use

Use caution when processing/displaying large or complex spreadsheets, as this is resource intensive. In addition, we recommend that you verify that the visual output is satisfactory, and that you try to modify the spreadsheet to work around any deviations.

Spreadsheet views can be exported as images on the web page.

To add a Spreadsheet view to a report as an image, simply copy the image in the Template listing for the Spreadsheet view to the report template.

Right click the object to which it belongs and choose Add -> File view -> Spreadsheet view.

Properties

General

Name - the name "Spreadsheet view" is generated automatically but it may be changed
Description - an optional text describing the object
Spreadsheet file - the spreadsheet to display; select a spreadsheet from Resources or an existing Spreadsheet created in Corporater Reporter.
Include only named element - should only one specific, pre-defined element in the spreadsheet be displayed?

Named element - the element that should be displayed; this checkbox is only active if Include only named element is selected; elements are displayed in the format <sheet name>!<element name>, e.g. Sheet2!Chart1

In this case, an element may be any predefined area in the spreadsheet. All elements will be available for selection, including elements on hidden or protected sheets.

Sheet - the sheet that should be displayed; the only field is active if Include only named element is not selected

All sheets will be available for selection, including sheets that are hidden or protected.

Scale to fit - when selected, the view will automatically stretch or shrink as you change the size of your browser window, without using scroll bars

Visibility

Border style - choose the style the object should have:
- Frame and Title bar
- Frame only
- None
Visible - select how the object should appear on the web:
- Visible
- Not visible
- Only visible for Admin - shows the object on the web only for users with admin user role; this applies everywhere, e.g. breadcrumb, organization tree, page content, Reporter, searching, filtered lists, maps, and Workflow.
This can be useful e.g. when adding new elements to "live" objects.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Lifetime

Lifetime start - select the first day the object and its available children are valid.
Lifetime end - select the last day the object and its available children are valid.

For more information on how to limit the time period during which an object is available to users, see Time span.

Layout

Row span - number of rows used by an element (Row layout only)
Column span - number of columns used by an element (Row layout only)
Width - the space to be used by the object as per row layout; the number must be postfixed with the unit to use, e.g. 40%, 100px, 10cm, 4in

The Width property is a string, so any html size units (i.e. "%", "px", "em", "mm", "cm", "in", "pt") may be used. However, bear in mind that when you set fixed widths on objects and there isn't enough space, some of them will be rendered on the next row. We therefore recommend always using %.
Area - choose the part of the page where you want the object to be placed, Header, Body or Footer, when a Column Layout where Header and/or Footer has been selected is used; see Page setup for more information (Column layout only)

The Area property will only appear if the Tab selected is of type Column, and Header or Footer is enabled in Tab.
Column - the column in a Column layout the object should be placed in (Column layout only)
Tab - click the icon and select the tab in the Page setup on which to display the object. Note that the Page setup to choose from is not the one selected on the current object, but the one on the parent object. The tab must belong to the chosen Page setup. New tabs can be created here; see Shared web items for more information.

See Web Layout for more information on layouts.

Visibility

Show Menu Button - check if you want the button that opens the Options menu for the object to be available on the web page; among other things, the Options menu contains alternatives for editing and deleting. The contents of the Options menu can be configured in Page setup.

Show Icon/Status - select which icon to display in the Title bar. You can choose between:
- Table type icon - the standard icon for the object
- Status gauge icon - a status gauge used as icon
- No icon

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.