Excel input forms with compact layout

Excel input forms with compact layout

This section describes, how to add/delete/edit rows in an Excel input form with compact layout.

Add row into a compact layout form Excel

Only rows can be added to compact report layouts. New rows cannot be added with 'All' values selected on columns, or with parameters that do not belong to the reporting level hierarchy.

To add a new row:

  1. Right-click the cell with the plus sign next to the row header. Select the Add new row menu item.



    Adding a row to an Excel input form with compact layout

    A new row is added, as follows:



    New row in an Excel input form with compact layout

  2. To enter a parameter value, right-click the cell, select Change Values menu. Select a value from the drop-down list.



    New row in a Excel input form with compact layout

    If the new row duplicates an existing row, the existing row is highlighted in grey, and figures are moved to the new row. A new duplicate row overrides an existing row when it is saved.
    Two or more new duplicate rows are summarized into one row.



    Adding a duplicate row to an Excel input form with compact layout

Edit a row in the form with compact layout Excel

To edit an existing row:

  1. To change the row parameter value, right-click value cell, select Change Values menu and the new value from the drop-down list.



    Selecting a new row parameter value


  2. If the selected value duplicates an existing row, the following message is displayed:



    Message when a duplicate row is created

    Click one of the buttons:
    • Aggregate – two duplicate rows will be summarized into one row;
    Replace – edited row will replace the existing row;
    Cancel – selection will be cancelled.

  3. If Aggregate or Replace is chosen, the affected duplicate row is highlighted in grey. The changed row is highlighted in dark-green colour and shows the value that will be saved.



    Two rows to be aggregated


  4. Click Save Report (alternatively, click Save Sheet or Save All) to save changes.

Delete a row from the form with compact layout Excel

To delete a row:

  1. Right-click a cell in the row to be deleted, select Mark row to delete menu.



    Delete a row from an Excel input form withcompact layout


  2. Click Save Report (alternatively, click Save Sheet or Save All) to save changes.