Data type

Select the data type for which you want to enter data or report data from. The data types to which you have user rights are available in the list.

This option applies when the template contains the %DATA TYPE CODE% parameter as the value of the <dimensionudid> element in the data column settings.

Note! The unit tree is updated according to the data type connections. In other words, you can only select units that are connected to the selected data type.

Period

Select the period for which you want to enter data or report data from. The available periods depend on the task settings. If the content of the period list has not been defined in the task settings, all periods are included in the list.

Year

Select the year for which you want to enter data or report data from. The list contains all financial years included in the system.

This option applies when the template contains the %YEAR CODE% parameter as the value of the <dimensionudid> element in the data column settings.

Note! The unit tree is updated according to the data type connections of the selected year. In other words, you can only select units that are connected to the data type of the selected year.

Hide Zero Rows

If you select this option, the account rows that contain no data in any data column (or the value in the cell is 0) are hidden on the template.

Unit/Dimension

Select the dimensions for which you want to enter data or report data from (units are selected for each dimension separately). The available dimensions depend on the task settings. To select a dimension, select the check box at the beginning of the dimension row.

Select the hierarchy according to which the available units are shown. The list contains all hierarchies defined for the selected dimension.

For the selected dimensions, select the units for which you want to enter data or report data from. The dimension unit tree contains all units of the selected dimension for which you have 'Read and write' or 'Read' rights in the selected year. Depending on the task settings, it may be possible to select several units (by holding down the CTRL key). This setting is dimension-specific.

For dimensions that you do not select, data will be entered to the BWNonAllocatedItem unit. You can also specifically select the BWNonAllocatedItem unit (BWNonAllocatedItem is the default name of the unit, but may be different in your system).

Reporting for dimensions that you do not select depends on your user rights:

•If you have rights to the top-level unit of the dimension, reporting will be done from the top-level.

•If you do not have rights to the top-level unit of the dimension, reporting will be done from the BWNonAllocatedItem unit. You can also specifically select the BWNonAllocatedItem unit (BWNonAllocatedItem is the default name of the unit, but may be different in your system).

To search for units, type a search term in the text field above the unit tree and click . To move to the next match, click again.

Accounts

Whether the accounts are available for selection depends on the task settings. To select accounts, select the check box at the beginning of the dimension row.

Select the accounts for which you want to enter data. The account tree contains all accounts connected to the selected data type. If you change the selected data type and the selected accounts are not attached to the newly selected data type, the account selection is set to the first summary level account available on the tree. Depending on the task settings, it may be possible to select several accounts (by holding down the CTRL key).

To search for accounts, type a search term in the text field above the unit tree and click . To move to the next match, click again.