AX2261

Axiom file setup

Axiom files are enhanced spreadsheets used for reports, templates, plan files, utilities, and driver files. Each Axiom file has a Control Sheet and supports special features, such as:

  • Bringing data from the database into Axiom files
  • Saving data from Axiom files to the database
  • Inserting or changing rows by using calc method libraries (available in file groups only)
  • Enhanced navigation and view controls throughout the workbook
  • Inherited settings for freezing panes, sheet protection, and other spreadsheet options

The defining characteristic of an Axiom file is a Control Sheet where many of the settings for that file are defined. Other settings are defined in the individual sheets through use of control columns, control rows, and reserved feature tags. This section discusses how to set up Axiom file features.

With a few exceptions, Axiom file features and Control Sheet settings apply to all Axiom file types. For example, plan files and report files have the same base functionality. The same features are used to bring data into the file, and to save data to the database. The difference is the context and purpose of the file, not its inherent functionality.

NOTE: Use of calc method libraries is limited to templates/plan files. For information on maintaining calc method libraries and configuring calc method controls, see Calc method libraries.

Using Axiom file functionality in non-managed Axiom files

Axiom files can be managed or non-managed. Managed files are files stored in the Axiom Software database. Non-managed files are files saved to your local drive or a network folder.

Most Axiom Software functionality assumes that the files are managed. All Axiom files that relate to file groups (plan files, drivers, templates) are required to be managed. We recommend that report files also be managed, but they do not have to be. You can query the database and use other Axiom file functionality in a non-managed report file, but you cannot save data to the database from a non-managed file.

For more information, see Managed and non-managed files.