A Reference Only tab allows you to display data from another database. For example, to bring in more detail to a Financial budget, you can add a Reference Only tab that links to the Sales database. You might want to use a Reference Only tab to:
Have certain data at hand, to help you make budgeting decisions.
Refer to certain data in formulas in other tabs, to drive budget values.
Click the blue plus button
next to the Main tab, enter a name for the tab, select the Lookup tab type, then click Add.In the Lookup setup window, select the Related Tab Reference This is the tab that contains the data for which you want to add the lookup data, such as the Main tab.
Select how you want the lookup worksheet to be organized. The available dimensions options depend on whatever is in the Related Tab Reference.
Select whether you want to use period columns or not.
If yes, lookup info added as rows under the other levels (based on the level hierarchy in the Related Tab Reference).
If no, lookup info added as columns, similar to ‘matrix’ format in FS/Analytics.
Add the look up item(s):
Enter a name, default value and aggregation method.
Click Add and add other items as required.
Click Create Lookup Tab and review the data in the new tab.
