Path: <area><datacolumns>

Contains the definitions of data columns.

Path: <datacolumns><generates>

Contains the definitions of a column generation template.

Attributes

reportsheet: Defines the type of the input or report template.

Possible values:

•dynamic: The input or report template is generated while it is opened.

•static: The account, unit, and dimension combinations are already in the workbook, not generated while the input or report template is opened (refer to Row Generation Templates in Clausion Financial Performance Management Administrator's Guide).

Path: <datacolumns><generates><settings>

Contains the settings of a column generation template.

Attributes

fittopages: Cannot be used in the current version.

pagebreakblocks: Cannot be used in the current version.

removeemptyblocks: Defines whether all account, unit, and dimension combinations are shown in the generated template, or only those for which data has been entered.

Possible values:

•true: Only those combinations for which data has been entered are shown.

•false: All combinations are shown (default value).

Path: <datacolumns><generates><generateitem>

Contains the settings of one item (dimension, account, data type, financial year, financial period, document series) for which data is generated. When creating an input or report template, remember to take the dimension and data type connections into consideration.

For more information, refer to Clausion Financial Performance Management Administrator's Guide.

Note! These descriptions also apply to the <dimensionselector> parameter used in the input task parameters for input calculation. For more information about input calculation, refer to Clausion Financial Performance Management Administrator's Guide.

Attributes

dimensiontype: Defines the item for which data is generated.

Possible values:

•dim[nn]

•codim00

•account

•datatype

•finyr

•finper

•documentseries

generatetype: Defines how data is generated for the dimension or the account.

Note! Data is always retrieved from those units for which the user has the required rights.

Possible values:

•next: In input templates data is retrieved from input units and accounts, and rows are generated for sum accounts and components starting from the next level below the selected level. If entering data to consolidation units is allowed (AllowConsolidationInput=True), data is retrieved also from consolidation units (for more information, refer to Allowing Input to Consolidation Units in Clausion Financial Performance Management Administrator's Guide). In reports data is retrieved from all units and accounts (input and consolidation units, sum accounts) starting from the next level below the selected level.

The level attribute defines how many levels down from the selected or defined level is retrieved. The selected or defined dimension unit can be defined with the <udid> element(s) (see <subtotalsettings>).

•input: Data is retrieved only from unit and account input levels regardless of the value of the AllowConsolidationInput parameter (refer to Allowing Input to Consolidation Units in Clausion Financial Performance Management Administrator's Guide). Used in input templates and reports. The selected/defined dimension unit can be defined with the <udid> element(s) (see <udid>). If an input unit is selected or defined, data is generated for it.

•selected: Data is retrieved from specific units, accounts, account components, data types, years, periods, or document series defined with <udid> element(s) (see <udid>) regardless of the value of the AllowConsolidationInput parameter (refer to Allowing Input to Consolidation Units in Clausion Financial Performance Management Administrator's Guide). Use this option always for static generated templates (refer to Row Generation Templates in Clausion Financial Performance Management Administrator's Guide).

•branch: In input templates data is retrieved from all input units and accounts, and rows are generated for sum accounts under the selected level. If entering data to consolidation units is allowed (AllowConsolidationInput=True), data is retrieved also from consolidation units (for more information, refer to Allowing Input to Consolidation Units in Clausion Financial Performance Management Administrator's Guide). In reports data is retrieved from all units and accounts (input and consolidation units, sum accounts) under the selected level.

The selected or defined dimension unit can be defined with the <udid> element(s) (see <udid>). If an input unit is selected or defined, data is generated for it.

•all: In input templates data is retrieved from all input units, accounts, data types, years, and periods, and rows are generated for sum accounts. If entering data to consolidation units is allowed (AllowConsolidationInput=True), data is retrieved also from consolidation units (for more information, refer to Allowing Input to Consolidation Units in Clausion Financial Performance Management Administrator's Guide). In reports data is retrieved from all units, accounts, data types, years, periods, and document series. In account generation data is retrieved from all accounts.

Note! The 'all' generation also includes the 'BwNonAllocatedItem' unit.

All values are available for dimension types 'dim[nn]', 'codim00' and 'account'. For 'datatype', 'finyr', 'finper', and 'documentseries' only selected and all can be used.

Data is retrieved to the input or report template according to the user's rights. To input templates, data is retrieved for those units that the user has 'read and write' rights. For reports, 'read' rights are required.

level: Defines how many levels down in the hierarchy data is retrieved. Required with 'generatetype' attribute value next.

Note! The hierarchy and levels refer to the actual hierarchy tree of the system, not the hierarchy tree of the user based on the user's rights.

hierarchy: Defines the hierarchy according to which the units are generated on the input or report template. Not needed for account generation.

Possible values:

•Hierarchy ID: The units are generated according to this specific hierarchy.

•Variable %DIMnn HIERARCHY%: The units are generated according to the hierarchy selected by the user in the input or report template options view.

sourcedatatype: Defines the data type according to which accounts and/or units are generated. When creating an input or report template, remember to take the dimension and data type connections into consideration.

For more information, refer to Clausion Financial Performance Management Administrator's Guide.

Possible values:

•Data type code

•Variable %DATA TYPE CODE%: The accounts/units will be generated according to the connections of the data type selected by the user in the input or report template options view.

•Empty or not defined: All accounts or units are used in generation. The data type connections of the accounts/units are not checked.

sourceyear: Defines the financial year according to which units are generated.

Possible values:

•Year code

•%YEAR CODE%: The units will be generated according to the financial year selected by the user in the input or report template options view.

•Empty or not defined: All units of the selected or defined year are used in generation; the data type connections of the units are not checked.

generateorder: Defines the order in which the parent level and lower level accounts/components are shown in the generated template.

Possible values:

•parentfirst (default): Accounts are generated as in the account hierarchy (parent accounts first, lower level accounts after the parent).

•childfirst: Parent level accounts are generated after lower level accounts.

Path: <datacolumns><generates><generateitem><settings>

Defines the settings of one generate item (dimension).

Attributes

showselectedunit: Defines whether the data of the selected unit is retrieved to the template.

Possible values:

•no: The data of the selected unit is not retrieved to the template (default value).

•first: The data of the selected unit is shown first in the template.

•last: The data of the selected unit is shown last in the template.

Path: <datacolumns><generates><generateitem><udid>

Defines the selected or defined dimension unit or account used for the generation settings (with generatetype='next', 'branch', and 'input'), or the specific unit, account, account component, data type, year, period, or document series to be generated (with generatetype='selected').

You can also use the %DIMnn CODE% and %DIMnn CODES% variables:

•%ACCOUNT CODE%: the accounts selected by the user in the input or report template options view is used. Task settings allows several accounts to be selected, if 'multiselect' function is in use. For more information about the 'multiselect' function, refer to Clausion Financial Performance Management User Interface Task Parameters.

•%DIMnn CODE%: the unit selected by the user in the input or report template options view is used.

•%DIMnn CODES%: When the 'multiselect' function is in use, the dimension units that a user selects on the Basic Options tab are opened on the template. When the 'multiselect' function is not in use, %DIMnn CODES% functions in the same way as %DIMnn CODE%. For more information about the 'multiselect' function, refer to Clausion Financial Performance Management User Interface Task Parameters.

In all other cases, the selected level defined with the <udid> element is stronger than the user's selection in the user interface.