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Budget Planning and Management - Delphi Planning - Working with Web Forms

This article explains how to work with web forms within the Delphi Planning application.

Delphi Planning provides web-based forms similar to Excel spreadsheets in which you may enter data.

Users with write permissions can view, enter, and calculate data in the web forms, and save changes to the data. Aside from the data, users cannot modify the web form.

Web Form Page Layout and Components

The page layout and screen components are generally consistent for all Delphi Planning web forms. The interface includes arrow controls to hide or view the toolbars and view pane so you can maximize web form space.



Point of View and Page Lists

The Point of View (POV) displays both predefined and user-definable form views.

The Page List is a drop-down list of members for one or more dimensions that may be selected for data entry. For example, web forms in the planning application are set to allow the user to select an Account 6 at various levels in the organizational hierarchy.

Make sure to update the POV and Page List selections each time you use the web form to ensure correct data entry. If you make changes to the POV and Page List selections, click Go to update the web form based on the selected member.


pointofView

Web Form Cell Color Cues

Delphi Planning web forms use color cues in the cells to provide important information about your data:

White

Available for data entry

Gray

Read-only

Yellow

Contains modified data that has not been submitted

Aqua

Contains supporting detail

Blue triangle in upper right corner of a cell

Contains a comment

Red

Contains a custom function

Beige

Cell is locked

 

The following example shows several data entry cells for a particular base and parent row with different color indicators. Once the web form is saved, the yellow cells will change to white. The rows that are all gray are parent rows. The columns that are all gray are historical months.


colorcues

Delphi Planning Shortcut Keys

Web forms in Delphi Planning use many of the same shortcut keys commonly used in Excel, including:

Enter

Enters the value and moves the cursor to the field in the next row

Tab

Enters the value and moves the cursor to the field in the next column

Shift+Tab

Enters the value and moves the cursor to the field in the previous column

Esc

Cancels the value and restores the previous value

Ctrl+C

Copies the values in the field or range of fields

Ctrl+X

Cuts the selected field or range of fields

Ctrl+V

Pastes content from the clipboard

Filter Data

Within a web form, you can suppress data rows containing no data or only containing zeros. This is helpful when adding adjustments or hedges to existing amounts, as hiding these rows makes the form easier to navigate.

Copy and Paste Data

You can copy and paste data values from cell to cell within a web form, from another web form, or from Microsoft Excel to a web form. This feature only pastes the values (not formulas), and works the same way it does in Excel. You can copy data to modify the contents of a cell, rows, or columns. For rows and columns, click their headings to select the entire row or column. Read-only cells can receive data via the paste function; however, you will not be able to save it.

Adjusting Data

Once you have entered data in a web form, you may find you need to adjust the data. One way is to perform this manually with direct data entry. Another way is to use the Adjust Data feature. This is a great option if you need to change a large amount of data by a specific value or percentage.

  1. Select options from the Adjust dialog box to adjust the data by value or percentage.
  2. Enter the value or percentage for the selected cell or range for your adjustment.

Spread Data

Data spreading in web forms is another very powerful Delphi Planning feature of Delphi Planning. If you enter a value for a high level member such as YearTotal, Delphi Planning will spread the value down to the lowest level of the hierarchy (in our applications, the lowest level is Month. Delphi Planning stores the values at the lowest level and aggregates them back up to the highest level when saved.

There are multiple ways you can configure a spread:

  • The default when no other data is present is an even spread.
  • If data is present at a lower level and you enter a new data value at a higher level, the default spread will be proportional.
  • You can force a proportional spread when there is no data by entering your own percent or ratio spread values at the lower level.
  • Use the Adjust Data fields in the Grid Spread dialog to increase or decrease values by another value or percentage. Select a Spread Type option to spread them proportionally, evenly or fill absolute values.

gridspread

Lock Data

Locking data is useful when spreading data, or any other time you want to protect data from alteration by any other user. You administrator may lock some data by default; however, you can also lock data yourself.

  1. Select the cell or range you want to lock.
  2. Click Lock on the toolbar, or click Edit > Lock.
  3. The cell background will turn beige to indicate that it is locked.
  4. To unlock, select the cell or range you want to unlock and click Unlock in the toolbar or click File > Unlock.

In this example, 1,2000,000 was first entered and spread to all of the quarters and months. The Q1 value was locked and the YearTotal changed to 1,800,000. This time, it accounted for the locked amount and spread the rest evenly among the other 3 quarters and their months respectively.


Attach Documents

You can attach documents to cells in a Delphi Planning web form. You may store them in Workspace or another shared access location with a web link. These documents can be of various types, for example, Microsoft Office files, Adobe PDF documents, or web links.





Keywords:Hyperion, UCSAL, UCBUD, Budget_Office, Executive, workspace, POV   Doc ID:28607
Owner:Levita G.Group:University of Chicago
Created:2013-02-12 16:35 CDTUpdated:2017-03-15 16:19 CDT
Sites:University of Chicago, University of Chicago - Sandbox
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