Reporting Platform / Layer Parameters

Layer Parameters defines the reporting structure for the dataset. Each parameter forms a layer on the navigation and/or filter tree.

layer settings - hides the menu selection of Data Platform, Navigation, Filter, Enterprise Integration etc

find

export settings.

All datasets have the following configuration elements:

Defaults to the Navigation Section

Parameter Name	Description
Navigation Layer
Layer	Enter a descriptive name for each layer.
Data Platform
Layer Alias
System Layer
Hidden Layer
Key in Description
Description Format
Null Replacement
Navigation Settings
Layer Fields	Enter a valid column name (or variable) from the table in Table Name under dataset parameters. This will then display the layer detail for each layer shown in the navigation tree, data browser, chart window etc.
Layer Keys	Enter a unique key for each layer. It must be a valid column name (or variable) form the table in the name under dataset parameters.
Layer Selection	Not Required.
Layer Group By	Not Required.
Layer Order By	Enter a valid column name (or variable).
Layer Table	Not Required.
Layer Join	Not Required.
Is Layer Visible	Tick if you want the layer to appear on both the navigation tree and in filters. Leave unticked if the layer will be available in Filters. Any layers that have this unticked need to be listed after all the layers that are visible (ticked).
Load on Startup	Ticking will pre-load the layer information when the dataset loads. If navigation on demand is set to YES.
Tree
Dynamic Segment Name	Populating this with a segment name lets the tree module know that the values in this layer should be setup as a tree segment.
Revenue
Positive Revenue Values	Positive Revenue will be applied where the layer is equal to these values.
Apply to layer	Positive Revenue will be applied to this layer.
Filter Settings
Layer Keys	Not Required.
Layer Present Keys	Not Required.
Layer Selection	Not Required.
Layer Group By	Not Required.
Layer Order By	Enter a unique key to be used for sorting a layer shown in filters. It must be a valid column name from the table in Table Name under dataset permissions. If left blank the sort order will be alphabetic.
Split Name/Position	A description in these cells controls the starting point for each branch of the filter tree. If left blank the layer will roll up to the previous layer with a description in Split Name / Position.
Load on Startup	Ticking will pre-load the layer information when the dataset loads. If filers on demand is set to YES.
Enterprise Integration Settings
Integration enabled
Notes Category
Atachements Category
Budget Settings
Budgeting Layer	Tick to trigger the budget entry window to be populated with the layer determined by the budget display layer.
Budget Display Layer	Tick which layer will populate the budget entry window once the budgeting layer has been selected in the navigation tree.
Target Budget Entry Layer	Tick to select which layer is to have target budgets entered and saved against it.
Target Budget Layer Key	Enter the unique key that identifies the target budget entry layer. If blank, it will default to the layer key.
Target Budget Exclusion	Generally, not required.
Transaction Settings
Layer Key	Enter the key to sepcify which transaction will be selected. Only enter if you have enabled transactions to be entered at more than one layer. If this is not the case Budgeting will use the Transaction Key in dataset parameters.
Display Layer	Tick to indicate which layer transactions can be fired from.
Auto Open	Tick to indicate whether or not the transaction will automatically open at this layer.

Right click Menu Items

Cell Editor - this will bring up another window allowing you to enter, edit and view long text.

Insert Layer - create/insert a new layer.

Remove Layer - layer will immediately be removed.

Export to Export - exports all settings to excel.

Find - find / search for layers, filters etc.