way. ClearView instantiates an individual query in each cell consisting of a formula containing
dimension-dimension member pairs. When cells are copy/pasted or moved, the queries go with
them, so data shows up in the cell it is assigned to. This persists after the worksheet is closed
and reopened.
These cell queries can be operated on just like any other Excel formula.
All cells can be moved to any location, even to other worksheets. They will retrieve data from
the database when any of the different types of refresh buttons are clicked.
All Excel formatting properties – fonts, size, alignment, precision, etc. – can be used. Users may
also insert rows and columns without disturbing the OFA data – it simply moves as expected.
ClearView also provides its own Row and Column Insertion feature. This invokes the
Selector tool to locate and select a dimension member to add as a row or column. This does
not disturb the formatting – the new row/column picks up the formatting of the cell the
cursor was placed in before the insertion.
An Easy Select feature provides a textbox and dropdown list to display all dimension values in
the cell where the data row or column will be inserted. The list dynamically follows the typing
so within a few keystrokes the desired dimension member is located, selected and
inserted.
Row and column headers may be formatted and changed in any way. Cell data retrieval is
independent of report text (and any other items on the worksheet such as Excel formulas).
Different Scaling can be set by cell ranges, or even be conditional on a formula or look up value.
Building Asymmetrical Reports is easy as users can delete any rows and columns, or even
individual cells. This will not affect data refresh, because all refreshes are done through the
cells’ qualified data reference (QDR) formulas. Rows, columns or ranges can be moved or
copied anywhere. There is no need to create dummy dimension values to duplicate rows or add
spacing rows. Simply use Excel functionality to put data exactly where you want it.
Users may create Excel dropdown lists to control what data is displayed in the report. The
ClearView cell formulas can be changed in one step via the Excel Replace All edit option to
reference the selected value. Reports can reflect, for example, a mixture of data from different
organizations or time periods in the same report page.
For more automation, a linked Control Sheet can be used to set time periods, labels, specify
measures, etc. for a complete report set of financial statements. Excel features like vlookup,
table_arrays, string manipulation, etc. can be used to modify and control the cell queries first
built by ClearView and then modified by the user.
An Excel workbook can contain Multiple Report Styles. Different queries can be built in the
same workbook, such as Income Statement, Profit and Loss, and Balance Sheet. Each can be
Expanded to Worksheets independently. Once built and refreshed with current month
results, the workbook can be prepared for Offline Use and taken on the road without need for
connectivity.
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