Spreadsheet table
A Spreadsheet table is a template that you define and use as the basis for producing Chart views and Table views. By using a Spreadsheet table you can show the contents of an Excel spreadsheet in a table or chart.
The Spreadsheet table reflects the original Excel source, but not sorting that is part of a filter.
A Spreadsheet table can refer to a Spreadsheet produced by Reporter, and convert the Spreadsheet report to a table that a table view, chart, table function, or Pivot table can display.
The spreadsheet to be used must be valid. E.g. to be valid it must start in cell A1, so a spreadsheet that begin with a title is not valid and cannot be used. Similarly,
a spreadsheet that contains only one value is not valid.
How to create a Spreadsheet table in Configuration Studio
To create a Spreadsheet table, go to the Template panel. It is a default panel in the Business Management Platform model and can also be found under Structure in the Windows menu, in the View menu, and in the Toolbar.
Right click in the Template panel and choose Add -> Category, or use an existing category to store the table template. Then right click the Category and choose Add -> Table -> Spreadsheet table. Double click the Spreadsheet table to configure it, or use the Properties panel.
Properties
General
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Name - the name "Spreadsheet table" is generated automatically but it may be changed
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Description - an optional text describing the table
Configuration
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File - click the icon on the right and select the file to use
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Sheet - enter the name of the sheet in the file
Be sure to enter the sheet name exactly as it is in the file. If you enter a sheet name that does not exist, the first sheet in the file will be used.
Visibility
Chart template - choose the template to use when the table is converted to a chart on the web. Chart templates are configured in Shared web items.
Audit
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Modified by - the name of the last user to make changes to the object.
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Last modified - the date and time when the object was last changed.
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Created by - the name of the user who created the object.
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Created - the date and time when the object was created.
Advanced
ID
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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.
Access control
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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.
