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Forms Library

Forms Library

The Forms Library feature allows exporting and importing .json files to simplify the management of grids connected to Essbase.

Accessing the Forms Library​

The interface is accessible through the hamburger menu under the Form library tab.

Forms Library

Form Export​

1) Exporting a File Locally​

Select the sheet you want to work on and click Export.
A file containing the connection information of the selected sheet will be downloaded to your computer.

Forms Library

2) Exporting a File to the Manager​

You can export a file directly into the Manager.
To do so:

  1. Select the sheet you want to export.
  2. Click Create Form.
  3. A form opens where you must enter the name, description, parent folder (only folders where you are an admin appear), and comment.
  4. Click Create: the form will be saved in the Manager.

Forms Library

Form Import​

1) Importing from a Local File​

Using the Import form to sheet button, choose a local file and load it into a new sheet.

Forms Library

2) Importing from the Manager​

By clicking Apply, the active version of the file will be loaded into a new sheet.

Forms Library

Adding a Version to an Existing Form​

If the user has update rights, the Update button will appear enabled.

Forms Library

A popup opens containing:

  • The name of the selected sheet
  • A field to add a comment
  • The choice between a minor or major version

Click Update to deploy a new version.
An automatic email is sent to all users who have access rights to the form to inform them of the new version.

Forms Library

Refreshing the Interface​

If forms have been added in the Manager, click Refresh to update the list.

Forms Library

Supported Formatting Details​

The exported/imported .json file preserves the following elements:

  • Background: Cell background color
  • Font color: Text color
  • Font size: Text size
  • Font styles: Text style (e.g., italic, normal)
  • Font weights: Text weight (e.g., bold, normal)
  • Number formats
  • Formulas applied to cells
  • Merged cells configuration

Unsupported Formatting Details​

  • Borders (thickness, color, style)
  • Text alignment (horizontal, vertical, indent, text orientation)
  • Gradient fills
  • Data validation
  • Hyperlinks
  • Comments/Notes
  • Cell protection
  • Conditional formatting
  • Inserted images or objects
  • Column width and row height
  • Custom page breaks
  • Specific date/time formats (outside of general supported formats)

Key Points​

  • The .json format preserves data, formatting settings, merged cells, and connection information.
  • Importing ensures an accurate restoration of exported data.
  • Compatible with both Microsoft and Google environments.

This feature simplifies the management and sharing of connected grids while ensuring consistency of data, formulas, merged cells, and formatting.