Row Sets

Form ID: (CS206010)

To define what data will be displayed in each analytical report and how it will be organized, you need to define the row set and column set; optionally, you can define the unit set. A row set defines the rows to be included in the report and the data to be displayed in each row. For more information on using row sets, see Row Sets.

The Row Sets form, which is part of the Analytical Report Manager, displays the row sets defined for the analytical reports. You use the form to view or modify existing row sets, create new row sets, and delete row sets. For each row set, add the rows to be included in the analytical report and define the properties for each row.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Copy Row Set Initiates copying of the selected row set configuration. If you click this button, you type the new row set code in the New Row Set Code dialog box that opens.

Summary Area

The Summary area of the form displays basic information about the particular row set. You can define a new row set, or you can look up an existing one by selecting its code or by using the actions in the form toolbar.

Element Description
Code The unique code used to identify the row set. You can use up to 10 alphanumeric characters.
Type The data source of the row set. Select one of the following options:

  • GL: The General Ledger module is used as the data source.

    The data is selected from GLHistory.

  • PM: The Projects module is used as the data source.

    The data is selected from PMHistory joined with PMBudget. One of the join parameters is InventoryID, which is an input parameter of the data source. If PMBudget has no data with the corresponding InventoryID that matches PMHistory, the system returns zero for the respective budget amounts.

    When the Projects module is used as the data source, the Start Period and the End Period selectors of the Data Source Editor list the financial periods by master calendar. For more information about the Data Source Editor, see Data Source Editor. For more information about the Master Financial Calendar, see Master Financial Calendar
Description The descriptive name of the row set.

Table

The table shows the rows included in the row set, along with their properties, which you can modify. You can add a row to the row set or delete a row from the set.

Table 1. Table Toolbar

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button Description
Copy Style Copies the printing style from a row to use it in another row.
Paste Style Pastes the printing style copied from another row.
Renumber Initiates the renumbering of rows. You can type numbering step and code length (up to 10) in the Set Numbering Step dialog box, which opens. The system changes the row codes to comply with new settings.
Table 2. Table Columns
Column Description
Code The unique code used to identify the row. You can use up to 10 alphanumeric characters.
Description The descriptive name of the row.
Type The type of the row. This property defines how the values in the row are calculated and whether the column will display any data. Select one of the available options:
  • GL: Use this row type to select the source of the data to calculate the values in the row from the general ledger functional area if the type of the row set is GL or from the projects functional area if the type of the row set is PM.
  • Caption: Use this row type to display the caption of the report in this row.
  • Line: Use this row type to display the continuous line in this row.
  • Total: Use this row type to exclude the subtotals from the value calculation for the row.
  • Header: Use this row type to display the report header in this row.
  • Sort: Use this row type to set up the sorting conditions of the report rows in the Value column. A row of this type is not printed in the report; instead, it affects the order of the data printed in the report.
Value The value to be displayed in the row. You can create a formula to define the value and use parameters in the formula you define.
Format The format used to convert the data selected from the data source to the string value used in the printed report. C# data conversion functions can be used to convert data to string values.
Data Source The source of the data to be displayed in the row. Click the lookup button for the particular row to use the Data Source Editor dialog box to define the data source.
Style

The printing style to be used for this data row. The printing style parameters are defined in the Style dialog box, which you invoke by clicking the selector in the Style box.

For the description of this lookup, see the Style parameters section of Printing Style.
Printing Control The property that identifies the row's position in the report and the way the row printing will be controlled. Select one of the following options:
  • Line Break: Use this option to show the next row in a new line.
  • Hidden: Use this option to hide the row. You may need to use this option if you want to use the values of the row in some calculations but do not need to display the row itself.
  • Merge Next: Use this option to merge the data in the row with the data in the next row. You can use this option in a sequence of rows if you need to merge the data of multiple rows. The description of the merged row corresponds to the description of the first row with the Merge Next option. You may need to merge the data in rows if you need to display a row with the data from different data sources.
  • Start Box: Use this option to show the data of the row in a frame whose upper border is placed above the row with the Start Box option.
  • End Box: Use this option to show the data of the row in a frame whose lower border is placed under the row with the End Box option. If End Box is not specified in the Printing Control column in any row below the row with the Start Box option, then all the rows from the row with the Start Box option to the last row in the row set are displayed in the frame.
Page Break A check box that, if selected, indicates that a page break should be inserted after the row line in the printed report.
Height The row height in the printed report (in pixels).
Indent The indent value used for the row in the printed report (in pixels).
Line Style The line style used when the Line option is selected for the row type in the Type box.
Suppress Empty A check box that prevents (if selected) the printing of empty rows.
Hide Zero A check box that prevents (if selected) the printing of zero values in the row.
Linked Row The code of the row linked to the current one. The linked rows are printed on the same line in the report.
Base Row A row code. You specify the row code in the specific row cell if you need to reference to this row in the formula that you enter in the Value box on the Column Sets form (by using the @BaseRowCode parameter) when the system should use the value specified in this row to compute another value. For details, see Formula Parameters.
Column Group The column group to include the row.
Unit group The unit group to include the row.