3.2 Navigating Tables

Initialised tables are displayed in the Tables panel. To load open a table, you must

• Double-click the table in the Tables panel; or
• Select the table and click the Open Table button in the toolbar, or
• Select the table and right-click, and select the Open Table option.

Searching for tables

You can now search for a table using either the table name, or table code:

Notice in the screenshot above, searching for "loss", will filter the tables to show only those that contain the word "loss" in them.

Working with Tables

Fixed Tables are represented as a series of rows and columns and are generated as described by the XBRL taxonomy:

A table will consist of row and column headers, and the intersection points are called data points.  

Data Points

Valid data points as defined by the taxonomy are clearly indicated and are selectable such as R0010 C0010 above. Invalid intersection points such as R0020 C0040 are represented as a grey cell and cannot be selected.

Row and Column Headers

Row and column headers not only describe the data requirements but are also useful tools for selecting or automating data points.  

If you click on the "Unsettled Transactions a..."  column header – all data points in that column are selected. 

Furthermore, if you click on the merged "Total unsettled transaction in the Non-trading Book" row header, all data points in the R0010 to R0060 rows for all columns will be selected.

When automating data points with HFM or Essbase (see External Data Connections), dimension members can be dropped onto individual cells, or groups of cells as defined by the row and column headers.  

Data Point Shading

The data point is coloured to indicate data source type.  It highlights which cells are linked to which data sources, such as Manual (no link), HFM, Essbase, SQL, OneStream, Excel, or Calculation:

In the example above, R0020 C0010 is whit to indicate that it is no automated. The yellow cells indicate that they are automatically calculated, and the green cells are all linked to Excel.

Data Point Values

The Value Editor Panel will appear beneath the table when you select a single data point.  The Value Editor Panel controls where the value comes from, what it represents, and how it is displayed. (See Data Point Values for more information.)