Table Menu Options on Story Pages

Table Main Context Menu (Optimized Story)

The table-specific menu options let you work with the data and change the appearance of the whole table, as well as letting you work with individual table cells.

The table action menu is dynamic and is only visible when (More Actions) is selected.

Note

Some options are only available on Grid pages, and other options are only available on Canvas or Responsive pages. The options will be identified in the following tables as (Grid pages only) or (Canvas or Responsive).

Action Menu Options
Action	Description
Applied to Table (Optimized View Mode)	Contains table details such as filters, drill level, and so on. Restriction To use the linked analysis functionality to change filter values, you must make the changes within the table body.
Set Layout	Use this option to set up a table that shows the results of an allocation step. It’s available when you have access to an allocation process based on the table’s data source. The layout includes the following dimensions: Rows: Source dimensions of the allocation step, and the account dimension Columns: Target dimensions of the allocation step, and the version dimension Any other dimensions are removed from the table as soon as you select the Allocation Processes option. You won’t be able to automatically restore your table’s previous setup, although you can change it back by adding and removing dimensions. To use this option, select it and choose Allocation Processes in the Layout panel. To change the allocation step that it’s based on, select the (Select allocation step) icon and choose an allocation process and step.
Drill	(Drill) opens a Set Drillstate dialog that lets you manage the number of levels that are currently visible in a hierarchy. Data is typically organized and displayed in a collapsible hierarchy. This option lets you avoid drilling through branches of the hierarchy to see the level you prefer. When the table currently includes more than one dimension, you can select the dimension you wish to open from the drop-down Dimension list. Under Drill Level, enter the drill level you require. Entering 0 as the drill level value, collapses all levels of the hierarchy.
Freeze (Canvas or Responsive)	If you select a cell in a table, you can freezes all rows up to the selected row, and all columns up to the selected column.
Ignore Data Locks or Enforce Data Locks	For a planning model with data locking enabled, toggle this setting to switch between ignoring data locks or enforcing them. When ignoring data locks, you can enter data in locked and restricted cells. However, you won’t be able to publish changes to a locked or restricted cell unless you have additional permissions. (For example, you have data locking ownership of a restricted cell that you changed, you're the model creator, or you have the Admin role.)
Swap Axis	Lets you switch rows and columns.
Resize columns to fit content (Canvas or Responsive)	If you select one or more columns in a table, you can automatically resize the columns to fit the content. Alternately, you can select one or more columns in a table then manually drag the columns to resize them.
Mass Data Entry	Lets you enter multiple values before processing updates. More information: Entering Multiple Values in a Table
Linked Analysis	Use a linked analysis to drill through hierarchical data or to create filters that simultaneously update multiple charts in your story. More information: Creating a Linked Analysis
Add	You can add the following options: New Threshold: Add threshold values or ranges to a measure: Using Thresholds in Tables Hyperlink: Lets you add a hyperlink to an external URL, page or story: Linking to Another Page, Story, or External URL. Comment: Canvas or Responsive pages: lets you add a comment to the tile. Grid pages: lets you add and save comments to a data cell: Adding Comments to a Data Cell
Show / Hide	Lets you show or hide table elements. By default, most elements are shown. The following elements can be hidden Elements that are on Canvas or Responsive pages: Grid Column / Row Headers Freeze Lines Elements that are on all page types: Table Title (Title Section) Subtitle Table Details Reason for unplannable data - when you select a cell that cannot be edited, a message appears showing the reasons why the cell cannot be edited. Formulas Note When the table cells have text wrapping set, showing or hiding the formulas can affect the row height and the width of the column and table. References Data Locks - when data locking is enabled, you can show icons on cells that are locked, cells that have a mix of locked and unlocked data, and cells that have an unknown lock state. Validation Warning - validation warnings help you to quickly identify which cells are invalid for data entry due to dimension combination rules that have been defined for the underlying planning model. More information: Check Validation Rule Results and Warnings for Planning Dimension Headers Member Names: you can apply one of the following. Selecting the other option deselects whichever one had been selected. Repetitive Member Names - when you've expanded a hiearchy, this repeats the dimension name on every row. Keep Member Names Visible - when you've expanded a hierarchy and are scrolling through the data, this displays the member name for outer dimensions. Elements that are only available for acquired or planning models: Zeros in Table Rows Zeros in Table Columns Nulls in Table Rows Nulls in Table Columns Note If you choose to hide (suppress) zero or null values while Unbooked Data is selected, the following message (or a similar one) is displayed. “To apply Zero suppression, we're disabling unbooked data.” “To apply Null suppression, we're disabling unbooked data.”
Edit Scripts (Advanced Mode)	Use the script editor to add scripts to your table widget. For more information, see Scripting (Optimized Story Experience and Analytics Designer).
Copy (Canvas or Responsive)	Copy options include the following: Copy to the clipboard Copy to: New Responsive Page New Canvas Page an existing story page Duplicate: copy and paste the table on the same page. Restriction When you copy or duplicate a table that has custom calculations (row or column calculations), the new table uses the same calculations as the original table, not copies of those calculations. If you want to use different custom calculations in your new table, you need to remove the current calculations from that table and then create new ones. For more information on custom calculations in tables, see Create Custom Calculations Within Your Table.
Export	Lets you export the table as a CSV or XLSX file, with or without formatting. More information: Export Table Data as a CSV or XLSX File
Edit Styling (Canvas or Responsive)	Opens the Styling panel. For more information, see Formatting and Styling Items on a Story Canvas
Open Data Analyzer	Lets you create ad-hoc analyses from the data used in your story. For more information, see Data Analyzer.
Fullscreen (Canvas or Responsive)	Expands the tile to fill the canvas; also displays the formula bar. (When you exit fullscreen mode, the formula bar is hidden again.)
Disable Mouse Actions / Enable Mouse Actions	When enabled, you can use the mouse to resize or reposition the table widget.
Remove (Canvas or Responsive)	Lets you remove the table from the canvas.

Table Cell (Context) Menus (Optimized Story)

In addition to the actions available for the whole table, you can also modify individual table cells. Right-click a table cell to bring up a context menu.

Table Header Cells

The table header has its own context menu.

Action	Description
Add Dynamic Text	Add dynamic text from a variety of elements. (See Add Dynamic Text to a Table Title)
Show/Hide	Lets you show or hide table elements. By default, most elements are shown.
Swap Axis	Lets you switch rows and columns.

Row And Column Headers (Dimension Headers)

The table row and column headers (Dimension headers) have their own context (right-click) menu.

Action	Description
Drill	Lets you change the level of the hierarchy that is currently visible for each dimension. More information: How to Show More Hierarchy Levels in Your Table
Select Hierarchy	Lets you choose the type of hierarchy that you want to display. More information: Learn About Hierarchies
Sort Options	Decide whether to sort ascending or descending, or to set a custom order. Restriction The sort option won't be available if you aren't allowed to change the sort order for a particular dimension. For example, you aren't allowed to change the order of members in the version (or category) dimension. The grouping options (Keep Left Columns Grouped, Keep Top Rows Grouped) are only available for SAP acquired data models and SAP HANA live data connections. For more information on sorting, see the following topics: Changing Member Order How to Sort Members in a Table
Display Options	Display information as Description, ID, or ID and Description.
Show / Hide	Lets you decide whether to show Unbooked cells or Totals values, and select properties.
Add Member	Create a new unbooked member combination. More information: Create New Dimension Members Without Leaving Your Table
Resize columns to fit content
Table Functions	A link to the table action menu. More information: Table Main Context Menu (optimized)

Menu for Measure Headers

Action

Description

Version management actions

Valid for tables created from planning models.

For more version management information, see About the Version Management Panel

Action	Description
Undo Data Entry	Undo the last change.
Redo Data Entry	Redo (reapply) the change that was undone.
Revert	Discard your changes to a public version or to embedded data.
History	Open the history panel to see a list of changes.
Publish	Publish your work as an update to a public version.
Publish As	Create a new public version.
Copy Version	Create a private version.
Delete Version	Delete the version.

Add member

Create a new unbooked member combination.

More information: Create New Dimension Members Without Leaving Your Table

In-Cell Chart

Add a bar chart to a measure. The bar chart can be changed to a variance bar or variance pin chart.

More information: Adding In-Cell Charts to Table Measures

Thresholds

Add threshold values or ranges to a measure.

More information: Using Thresholds in Tables

Filter

Include specific cells.

More information: Applying a Table Filter

Exclude

Exclude specific cells.

More information: Applying a Table Filter

Sort Options

Decide whether to sort ascending or descending.

Restriction

The sort option won't be available if you aren't allowed to change the sort order for a particular dimension. For example, you aren't allowed to change the order of members in the version (or category) dimension.

Add row / Add column

Add a calculated member to a dimension.

For more information about adding calculated rows or columns, see Create Custom Calculations Within Your Table.

Add calculation

Select one or more measures and use them to create calculation rows or columns.

For more information about creating calculations from table rows or columns, see Create Custom Calculations Within Your Table.

Hide row / Hide column

Removes the rows or columns, but doesn't filter the data.

Remove row / Remove column

Deletes the calculation row or column.

Note

If the row (column) that you removed is referenced by another row, you may see REF_ERR in the formula for the remaining row. To fix this, go into the formula and set a different reference row.

Resize columns to fit content

Table Functions

A link to the table action menu.

More information: Table Main Context Menu (optimized)

Table Body (Dimension Value) Cells (Optimized Story)

The table body (dimension value) cells have context menus for rows and columns.

Menu for Body Cells

Action	Description
Lock Cell	Lets you prevent individual cells of the table being updated. This feature is available for users with a planning license. Select the cells you want to lock and choose the icon on the toolbar. Locked cells are shaded gray as a visual indicator that they are locked, and the toolbar icon changes to an open lock. Select the lock icon again to unlock the cell. The read-only feature on the main toolbar prevents a cell value from being overwritten, but cell locking prevents updates to a cell value that would be caused by aggregation. You can use this feature to redistribute values among sibling nodes of a hierarchy. For example, if the parent node in the hierarchy Employee Expense has three child nodes: Salaries, Bonus, and Training, and you lock the Employee Expense node, and then increase the value of the Salaries cell, the values of the Bonus and Training cells are automatically reduced to balance out the increase in salaries and maintain the same total Employee Expense value. The cell locks that you apply are saved with the story. When other users work on the page, they can remove your cell locks and add their own, if necessary.
Manage Data Locks...	For models with data locking enabled, this option opens the Data Locking page so that you can lock, restrict, or unlock dimension members. Before you open the Data Locking page, adjust your filters to include the relevant dimension members in the table. You can also select one or more cells before opening the Data Locking page to filter the data locking grid to those dimension members. For more information about data locking, see Configuring Data Locking. Note If you want to change settings such as driving dimensions or dimension ownership, open the Data Locking page from the Modeler.
Filter Member, Filter	Create a simple filter (Filter Member) based on a single member, or create a complex filter (Filter) that includes a combination of specific cells. For more information, see Applying a Compound or a Simple Table Filter.
Exclude Member, Exclude	Excludes a single member (Exclude Member) or exclude members (Exclude) that are in a combination of specific cells. For more information, see Applying a Compound or a Simple Table Filter.
Add Comment	Lets you add and save comments to a data cell. More information: Adding Comments to a Data Cell
Mobile (Responsive pages only)	When enabled, shows the table on a mobile device.
Sort Options	You can apply an ascending or descending sort to a table. To apply a sort, select a column or row heading, and then select (Sort Options). Note The Sort Options icon is active only when a suitable column or row of data is selected. Restriction The sort option won't be available if you aren't allowed to change the sort order for a particular dimension. For example, you aren't allowed to change the order of members in the version (or category) dimension. Choose the direction of the sort. For example, you can choose Ascending or Descending or A-Z or Z-A. If you want to arrange the members of a dimension yourself, select Add Custom Order and drag the members into the correct order in the Edit Member Order panel. More information about custom sorting: Changing Member Order. More information about sorting non-string dimension values in a table: Value Sorting.
Create Top N	A Top N filter shows a specified number of the lowest or highest ranked members. Fill in the following details: Type Direction Apply to each dimension – shows the top values for each dimension instead of for the group of dimensions. When you have a hierarchical measure in your table, this option is enabled and cannot be disabled. Value – the number of values you want to include in the filter. Related Dimensions – if required, select dimension members. When a Top N filter is applied, text is displayed at the top of the table indicating which column is filtered. The visible content of the table depends on the underlying structure of the data. All rows of data that have not been selected are hidden. If the data in the table is hierarchical or aggregated, other dependent rows will also be visible. Note The Create Top N icon is active only when a suitable column of data is selected.
New Threshold	Add threshold values or ranges to a measure. More information: Using Thresholds in Tables
Sort Options	Decide whether to sort ascending or descending.
Resize columns to fit content
Table Functions	A link to the main context menu. More information: Table Main Context Menu (Optimized)

Table Main Context Menu (Classic Story)

The table-specific menu options let you work with the data and change the appearance of the whole table, as well as letting you work with individual table cells.

The table action menu is dynamic and is only visible when (More Actions) is selected.

Note

Some options are only available on Grid pages, and other options are only available on Canvas or Responsive pages. The options will be identified in the following tables as (Grid pages only) or (Canvas or Responsive).

Action Menu Options
Action	Description
Applied to Table (Optimized View Mode)	Contains table details such as filters, drill level, and so on. Restriction To use the linked analysis functionality to change filter values, you must make the changes within the table body.
Set Layout	Use this option to set up a table that shows the results of an allocation step. It’s available when you have access to an allocation process based on the table’s data source. The layout includes the following dimensions: Rows: Source dimensions of the allocation step, and the account dimension Columns: Target dimensions of the allocation step, and the version dimension Any other dimensions are removed from the table as soon as you select the Allocation Processes option. You won’t be able to automatically restore your table’s previous setup, although you can change it back by adding and removing dimensions. To use this option, select it and choose Allocation Processes in the Layout panel. To change the allocation step that it’s based on, select the (Select allocation step) icon and choose an allocation process and step.
Drill	(Drill) opens a Set Drillstate dialog that lets you manage the number of levels that are currently visible in a hierarchy. Data is typically organized and displayed in a collapsible hierarchy. This option lets you avoid drilling through branches of the hierarchy to see the level you prefer. When the table currently includes more than one dimension, you can select the dimension you wish to open from the drop-down Dimension list. Under Drill Level, enter the drill level you require. Entering 0 as the drill level value, collapses all levels of the hierarchy.
Freeze (Canvas or Responsive)	If you select a cell in a table, you can freezes all rows up to the selected row, and all columns up to the selected column.
Ignore Data Locks or Enforce Data Locks	For a planning model with data locking enabled, toggle this setting to switch between ignoring data locks or enforcing them. When ignoring data locks, you can enter data in locked and restricted cells. However, you won’t be able to publish changes to a locked or restricted cell unless you have additional permissions. (For example, you have data locking ownership of a restricted cell that you changed, you're the model creator, or you have the Admin role.)
Swap Axis	Lets you switch rows and columns.
Resize columns to fit content (Canvas or Responsive)	If you select one or more columns in a table, you can automatically resize the columns to fit the content. Alternately, you can select one or more columns in a table then manually drag the columns to resize them.
Mass Data Entry	Lets you enter multiple values before processing updates. More information: Entering Multiple Values in a Table
Linked Analysis	Use a linked analysis to drill through hierarchical data or to create filters that simultaneously update multiple charts in your story. More information: Creating a Linked Analysis
Add	You can add the following options: New Threshold: Add threshold values or ranges to a measure: Using Thresholds in Tables Hyperlink: Lets you add a hyperlink to an external URL, page or story: Linking to Another Page, Story, or External URL. Comment: Canvas or Responsive pages: lets you add a comment to the tile. Grid pages: lets you add and save comments to a data cell: Adding Comments to a Data Cell
Show / Hide	Lets you show or hide table elements. By default, most elements are shown. The following elements can be hidden Elements that are on Canvas or Responsive pages: Grid Column / Row Headers Freeze Lines Elements that are on all page types: Table Title (Title Section) Subtitle Table Details Reason for unplannable data - when you select a cell that cannot be edited, a message appears showing the reasons why the cell cannot be edited. Formulas Note When the table cells have text wrapping set, showing or hiding the formulas can affect the row height and the width of the column and table. References Data Locks - when data locking is enabled, you can show icons on cells that are locked, cells that have a mix of locked and unlocked data, and cells that have an unknown lock state. Validation Warning - validation warnings help you to quickly identify which cells are invalid for data entry due to dimension combination rules that have been defined for the underlying planning model. More information: Check Validation Rule Results and Warnings for Planning Dimension Headers Member Names: you can apply one of the following. Selecting the other option deselects whichever one had been selected. Repetitive Member Names - when you've expanded a hiearchy, this repeats the dimension name on every row. Keep Member Names Visible - when you've expanded a hierarchy and are scrolling through the data, this displays the member name for outer dimensions. Elements that are only available for acquired or planning models: Zeros in Table Rows Zeros in Table Columns Nulls in Table Rows Nulls in Table Columns Note If you choose to hide (suppress) zero or null values while Unbooked Data is selected, the following message (or a similar one) is displayed. “To apply Zero suppression, we're disabling unbooked data.” “To apply Null suppression, we're disabling unbooked data.”
Copy (Canvas or Responsive)	Copy options include the following: Copy to the clipboard Copy to: New Responsive Page New Canvas Page an existing story page Duplicate: copy and paste the table on the same page. Restriction When you copy or duplicate a table that has custom calculations (row or column calculations), the new table uses the same calculations as the original table, not copies of those calculations. If you want to use different custom calculations in your new table, you need to remove the current calculations from that table and then create new ones. For more information on custom calculations in tables, see Create Custom Calculations Within Your Table.
Export	Lets you export the table as a CSV or XLSX file, with or without formatting. More information: Export Table Data as a CSV or XLSX File
Edit Styling (Canvas or Responsive)	Opens the Styling panel. More information:Formatting and Styling Items on a Story Canvas
Fullscreen (Canvas or Responsive)	Expands the tile to fill the canvas; also displays the formula bar. (When you exit fullscreen mode, the formula bar is hidden again.)
Pin to Home	Adds the table to your home screen.
View Controls	Opens the Controls panel. For more information about controls, see Measure-Based Filters.
Remove (Canvas or Responsive) Remove the Table (Grid pages only)	Lets you remove the table from the canvas.

Table Cell (Context) Menus (Classic Story)

In addition to the actions available for the whole table, you can also modify individual table cells. Right-click a table cell to bring up a context menu.

Table Header Cells

The table header has its own context menu.

Action	Description
Add Dynamic Text	Add dynamic text from a variety of elements. (See Add Dynamic Text to a Table Title)
Show/Hide	Lets you show or hide table elements. By default, most elements are shown.
Swap Axis	Lets you switch rows and columns.

Row And Column Headers (Dimension Headers)

The table row and column headers (Dimension headers) have their own context (right-click) menu.

Action	Description
Drill	Lets you change the level of the hierarchy that is currently visible for each dimension. More information: How to Show More Hierarchy Levels in Your Table
Select Hierarchy	Lets you choose the type of hierarchy that you want to display. More information: Learn About Hierarchies
Sort Options	Decide whether to sort ascending or descending, or to set a custom order. Restriction The sort option won't be available if you aren't allowed to change the sort order for a particular dimension. For example, you aren't allowed to change the order of members in the version (or category) dimension. The grouping options (Keep Left Columns Grouped, Keep Top Rows Grouped) are only available for SAP acquired data models and SAP HANA live data connections. For more information on sorting, see the following topics: Changing Member Order How to Sort Members in a Table
Display Options	Display information as Description, ID, or ID and Description.
Show / Hide	Lets you decide whether to show Unbooked cells or Totals values, and select properties.
Add Member	Create a new unbooked member combination. More information: Create New Dimension Members Without Leaving Your Table
Resize columns to fit content
Table Functions	A link to the table action menu. More information: Table Main Context Menu

Menu for Measure Headers

Action

Description

Version management actions

Valid for tables created from planning models.

For more version management information, see About the Version Management Panel

Action	Description
Undo Data Entry	Undo the last change.
Redo Data Entry	Redo (reapply) the change that was undone.
Revert	Discard your changes to a public version or to embedded data.
History	Open the history panel to see a list of changes.
Publish	Publish your work as an update to a public version.
Publish As	Create a new public version.
Copy Version	Create a private version.
Delete Version	Delete the version.

Add member

Create a new unbooked member combination.

More information: Create New Dimension Members Without Leaving Your Table

In-Cell Chart

Add a bar chart to a measure. The bar chart can be changed to a variance bar or variance pin chart.

More information: Adding In-Cell Charts to Table Measures

Thresholds

Add threshold values or ranges to a measure.

More information: Using Thresholds in Tables

Filter

Include specific cells.

More information: Applying a Table Filter

Exclude

Exclude specific cells.

More information: Applying a Table Filter

Sort Options

Decide whether to sort ascending or descending.

Restriction

The sort option won't be available if you aren't allowed to change the sort order for a particular dimension. For example, you aren't allowed to change the order of members in the version (or category) dimension.

Add row / Add column

Add a calculated member to a dimension.

For more information about adding calculated rows or columns, see Create Custom Calculations Within Your Table.

Add calculation

Select one or more measures and use them to create calculation rows or columns.

For more information about creating calculations from table rows or columns, see Create Custom Calculations Within Your Table.

Hide row / Hide column

Removes the rows or columns, but doesn't filter the data.

Remove row / Remove column

Deletes the calculation row or column.

Note

If the row (column) that you removed is referenced by another row, you may see REF_ERR in the formula for the remaining row. To fix this, go into the formula and set a different reference row.

Resize columns to fit content

Table Functions

A link to the table action menu.

More information: Table Main Context Menu

Table Body (Dimension Value) Cells (Classic Story)

The table body (dimension value) cells have context menus for rows and columns.

Menu for Body Cells

Action	Description
Lock Cell	Lets you prevent individual cells of the table being updated. This feature is available for users with a planning license. Select the cells you want to lock and choose the icon on the toolbar. Locked cells are shaded gray as a visual indicator that they are locked, and the toolbar icon changes to an open lock. Select the lock icon again to unlock the cell. The read-only feature on the main toolbar prevents a cell value from being overwritten, but cell locking prevents updates to a cell value that would be caused by aggregation. You can use this feature to redistribute values among sibling nodes of a hierarchy. For example, if the parent node in the hierarchy Employee Expense has three child nodes: Salaries, Bonus, and Training, and you lock the Employee Expense node, and then increase the value of the Salaries cell, the values of the Bonus and Training cells are automatically reduced to balance out the increase in salaries and maintain the same total Employee Expense value. The cell locks that you apply are saved with the story. When other users work on the page, they can remove your cell locks and add their own, if necessary.
Manage Data Locks...	For models with data locking enabled, this option opens the Data Locking page so that you can lock, restrict, or unlock dimension members. Before you open the Data Locking page, adjust your filters to include the relevant dimension members in the table. You can also select one or more cells before opening the Data Locking page to filter the data locking grid to those dimension members. For more information about data locking, see Configuring Data Locking. Note If you want to change settings such as driving dimensions or dimension ownership, open the Data Locking page from the Modeler.
Filter	Include specific cells. More information: Applying a Table Filter
Exclude	Exclude specific cells. More information: Applying a Table Filter
Add Comment	Lets you add and save comments to a data cell. More information: Adding Comments to a Data Cell
Mobile (Responsive pages only)	When enabled, shows the table on a mobile device.
Sort Options	You can apply an ascending or descending sort to a table. To apply a sort, select a column or row heading, and then select (Sort Options). Note The Sort Options icon is active only when a suitable column or row of data is selected. Restriction The sort option won't be available if you aren't allowed to change the sort order for a particular dimension. For example, you aren't allowed to change the order of members in the version (or category) dimension. Choose the direction of the sort. For example, you can choose Ascending or Descending or A-Z or Z-A. If you want to arrange the members of a dimension yourself, select Add Custom Order and drag the members into the correct order in the Edit Member Order panel. More information about custom sorting: Changing Member Order. More information about sorting non-string dimension values in a table: Value Sorting.
Create Top N	A Top N filter shows a specified number of the lowest or highest ranked members. Fill in the following details: Type Direction Apply to each dimension – shows the top values for each dimension instead of for the group of dimensions. When you have a hierarchical measure in your table, this option is enabled and cannot be disabled. Value – the number of values you want to include in the filter. Related Dimensions – if required, select dimension members. When a Top N filter is applied, text is displayed at the top of the table indicating which column is filtered. The visible content of the table depends on the underlying structure of the data. All rows of data that have not been selected are hidden. If the data in the table is hierarchical or aggregated, other dependent rows will also be visible. Note The Create Top N icon is active only when a suitable column of data is selected.
New Threshold	Add threshold values or ranges to a measure. More information: Using Thresholds in Tables
Sort Options	Decide whether to sort ascending or descending.
Resize columns to fit content
Table Functions	A link to the main context menu. More information: Table Main Context Menu