Add Window For Regular Measure Items

If you are adding a new measure item by copying an existing one, you will see this Add window populated with properties of the item you’re copying. You can adjust those properties to finish setting up the new measure item. If you are adding new measure items from scratch, see the next image in this topic and the descriptions that follow that image.

Note: If you click Exit in the Add window shown above, you will be asked to confirm that you want to discard the new measure item that you had started to add. No new measure item will be added if you choose Yes in that prompt.

Use the drop-down list provided if you need to change the measure for the new measure item. Or, click the Search button  to access the Select Measure window, search for, and then select the new measure.

Time properties only display for measure items with time ranges. If needed, use the properties to edit the time range for the measure item.

  • Time Unit - Determines the unit of time. For example, weeks, months, or quarters.

  • From Year / Period / Offset - Determine the starting point in the time range. Optionally use the Offset property in combination with the year and period to further customize the time range. Enter a positive offset or negative offset value such as 1 or -1 to define how many period(s) to move forward or backward from the designated year / period.

  • To Year / Period / Offset - Determines the ending point in the time range. These properties behave in the same manner as the From properties.

General Section – Use this section to set up a custom caption for the measure item and to select a format or fill color for it.

Caption Expression – Clicking the Browse button  opens a Caption Expression window. You can set up a custom caption from that window. Typing directly in the Caption Expression field is another option for setting up a caption. This is recommended if your caption uses only static text. If your caption includes variables, then we recommend that you use the Caption Expression window.

Format – Choose the format from this drop-down list.

Fill Color – Assign a fill color that will be used in the row or column containing the measure item. This makes it stand out from the rest of the grid. Click the Browse button  next to the Fill Color property to choose a color from the Color window. Or, if there is already a color selected and you don’t want a fill color used anymore, select the No Color checkbox.

OK – Will add the new measure item, returning you to the Measure Items window.

Exit – Closes the window and discards the new measure item you were setting up. If you click Exit, you will be asked to confirm that you want to discard the new measure item that you had started to add. No new measure item will be added if you choose Yes in that prompt.

Next is an example and description of the Add Measure Item window when it is used to set up measure items from scratch.

Search section - Use the Search For field and values in the Search By drop-down list to narrow down the measures displayed in the window. Search using one or more criteria separated by semicolons (;) and by the category or measure. Additional search specifications can be associated with the search, for example, Contains, Greater Than, or Not Equal To.

Measure section - Select one or more measures to serve as the basis for the measure items that you are inserting. You can use Ctrl+Click and Shift+Click to select more than one measure. Measures are listed by their category, and the section can be sorted. If a search has been executed, the section is refreshed to display search results. The remainder of the window will be populated with information based on the measures you select.

Time Properties - Use the time properties to define time ranges for the measure item(s) that you are setting up. The properties only display if the view you're working with has its main Time Range property set to Yes.

  • Time Unit - Select the unit of time for the measure item(s). For example, weeks, months, or quarters.

  • From Year / Period / Offset - Use to determine the starting point for the measure item’s time range. You can use all absolute, all based, or a combination of absolute and based time properties to define the point in time. Optionally use the Offset property in combination with the year and period to further customize the time range. The property defaults to 0. You can enter a positive offset or negative offset value such as 1 or -1 to define how many period(s) to move forward or backward from the designated year / period.

  • To Year / Period / Offset - Use to determine the ending point for the measure item’s time range. The To properties behave in the same manner as the From properties described above.

OK / Add / Exit - OK inserts the measure item(s) and closes the window. Add inserts the item(s) and leaves the window open so you can insert more measure items. Exit closes the window without inserting any items.