Reference: Workbook and Selection Properties Fields

Learn more about User Settings and Workbook Properties, and link to action-related instructions.

To save any changes that you make to workbook or selection properties, click Refresh.

Workbook Properties

Field	Description	Can Be Overridden?
General Tab
Report date	Select the date. If the report time elements are relative, the report shifts the data according to the date selected. Default: Current date.	No
Make new time elements relative to the report date	For New Reports: Select the check box to make the Time elements you add to the report relative to the Report Date. The Time elements shift according to the Report Date. Clear the check box to make Time elements you add to the report absolute, so they don't shift with the report date. For Existing Reports: Check the check box to make only new Time elements you add to the report relative to the Report Date. Clear the check box to make any new Time elements you add absolute so they don't shift with the Report Date. Default: selected	No
Currency settings	Select Level Currency or Corporate Currency as the default currency for the workbook.	Yes, by a currency element
Clear Data	Select Always clear data upon save to replace the sensitive data in the current workbook with the default security text whenever you save. You can set the default security text in the user settings. Select Never clear data upon save to not replace the sensitive data in the current workbook with the default security text whenever you save.	No
Include update groups in refresh	Select the check box to update all element groups automatically when you refresh a report. Default: Inherits the user setting.	No
Highlight cells for writeback	Highlights all editable cell intersections in the grid when you start Writeback mode. The option in checked by default.	No
Filters Tab
Enable filters	Select the check box to filter the workbook data. The activated workbook filters filter the data only if they’re check marked. To deactivate the filters, clear the check boxes. Data isn’t filtered.	Yes, by worksheet filters in the Reporting pane.
Search	Enter a word or phrase to narrow the list of filters.	N/A
	Click to display only selected workbook filters (that are check marked) in the window. Click to display all workbook filters, whether they have been check marked or not.	N/A
	Click to view a list of all possible elements you can add as filters.	Yes, by worksheet filters in the Reporting pane.
Display unknown elements in worksheet and workbook filters	Select this option to enable users to see an unknown element that corresponds to an element: They can't access. That doesn't exist in the hierarchy for a specific effective date.
Format Tab
Round to	Tells reports to round numbers to the nearest: Hundreds (Default) Thousands Ten Thousands Hundred Thousands Millions Ten Millions Hundred Millions Billions No Rounding: display the exact numbers	Yes, by Selection Properties (defined by row, column, or cell)
Show zero in cells with no data	Tells report how to display cells with no data: Select to show zeros where no data exists. The Exclude rows with no data setting in the Expand dialog keeps the rows that actually evaluate to a zero amount. It filters out rows that display zeros but actually have no data. Clear to display blanks where no data exists. Default: checked	No
Hide rows with all zeros	If all cells in a row are zeros, hides the row when you select Hide Zeros & Blanks from the ribbon. If you selected Show zeros in cells with no data , this option also hides those rows that have all blanks since they display zeros.	Yes, by Selection Properties (defined by row, column, or cell)
Hide rows with no data	If all cells in a row are blanks, hides the row when you select Hide Zeros & Blanks from the ribbon. If you selected Show zeros in cells with no data , this option doesn't hide those rows since they display zeros.	Yes, by Selection Properties (defined by row, column, or cell)
Hide columns with all zeros	Hides columns if all their cells are zero WHEN you click the Hide Zeros & Blanks from the ribbon. If you select Show zeros in cells with no data , this option also hides those columns that have all blanks.	Yes, by Selection Properties (defined by row, column, or cell)
Hide columns with no data	Hides columns if all their cells are blank WHEN you click the Hide Zeros & Blanks from the ribbon. If you select Show zeros in cells with no data , this option also hides those columns that have all blanks.	Yes, by Selection Properties (defined by row, column, or cell)
Auto-fit columns on refresh	Select to make columns expand to fit larger numbers. Clear to leave the columns at the width that you set. This setting doesn’t apply to header rows or columns, which you can adjust manually to display properly. Default: selected	No
Explore Tab
Expand/Collapse	Refresh data for rows or columns as they expand or collapse: The default value inherits the user setting. Select this check box to: Refresh data for the child rows or columns on expand. Refresh data for the parent row or column on collapse.	No
Refresh	Update rows or columns with latest element structure when data is refreshed. Select the check box to update the parent-child hierarchy to match the Elements pane on refresh. Default: Inherits the user setting.	No

Selection Properties

Field	Description	Can Be Overridden?
Suppress rounding	Displays the complete number without rounding according to workbook properties or user settings.	No
If the selected values are all zero:	Use workbook settings : Defaults to the workbook settings for zeros WHEN you click Hide Zeros & Blanks from the ribbon. Hide the row : Hides rows if all their cells are zeros WHEN you click the Hide Zeros & Blanks button from the ribbon. Show the row : doesn’t hide rows, even if you click the Hide Zeros & Blanks button from the ribbon.	No
If the selection has no data:	Use workbook settings : Defaults to the workbook settings for blanks WHEN you click Hide Zeros & Blanks from the ribbon. Hide the row : Hides rows if all their cells are blanks WHEN you click the Hide Zeros & Blanks button from the ribbon. Show the row : doesn’t hide rows, even if you click the Hide Zeros & Blanks button from the ribbon.