Spreadkey Settings
You can edit the settings for the actual spreadkey in Spreadkey Settings.
The following settings are available for spreadkeys:
Field | Description | Example | Note |
|---|---|---|---|
Spreadkey ID | The unique identifier of the spreadkey. | LY | Keep it short, but it must be easy to understand for end-users, due to the fact that this ID is what is visible in the input form spreadkey column. |
Description | The description of the spreadkey. | Last Year | Also visible when end-user press the space button when in the spreadkey column in an input form. |
Timeunit ID | Defines the granularity of the time dimension the spreadkey should do the allocation. | ISOMONTH | E.g. to isomonth, isoquarter, etc. |
Active | Defines if the spreadkey is active and possible to use or not. | ||
Spreadkey Type | Defines if the spreadkey is Manual (fixed), or Calculated (dynamic), based on data in the form. | 1 Weights are calculated from the actuals in the form | |
Derive Weights From | If spreadkey type is "Manual" (fixed), you can inherit the allocation base data from another client. | ||
Spreadkey should only be valid for: | Makes it possible to limit to what object the spreadkey should be available. | ACCOUNT | For example, if you want to limit the spreadkey to only be available when the object account is on rows in an input form, but not available for Products, Customers, etc. If not defined, the key will be available for all objects within the client. |
From/To: | Makes it possible to limit to what object values the spreadkey should be available. | 3000 - 3999 | For example, if you want to limit a spreadkey to only be available for revenue accounts from account number 3000 to 3999 and similar. If From/To is not defined, the key will be available for all object values. |
For information about how to create a new spreadkey, see Spreadkeys.