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 the buttons described below.


Button	Description
Copy Row Set	Initiates copying of the selected row set configuration. If you click this button, the Copy Row Set dialog box opens, where you can enter the new row set code and its description.

New Row Set Dialog Box

This dialog box opens when you click New Record. You specify the code, type, and the description of the new row set.


Element	Description
Row Set 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 is used as the data source. The data is retrieved from the GLHistory table. PM: Projects is used as the data source. The data is retrieved from the PMHistory table joined with PMBudget. One of the join parameters is InventoryID, which serves as an input parameter of the data source. If PMBudget contains no records with the InventoryID value that matches PMHistory, the system returns zero for the corresponding budget amounts. When Projects is used as the data source, the starting and ending periods in the Period box list the financial periods according to the master financial calendar. For more information about the Master Financial Calendar, see Master Financial Calendar.
Description	The descriptive name of the row set.
This dialog box has the following buttons.
Save	Creates a new row set and closes the dialog box.
Cancel	Closes the dialog box without creating a new row set.

Copy Row Set Dialog Box

This dialog box opens when you click Copy Row Set on the form toolbar. You specify the code and its description for the new row set.


Element	Description
New Code	The code used to identify a new row set.
Description	The descriptive name of a new row set.
This dialog box has the following buttons.
Save	Creates a new row set and closes the dialog box.
Cancel	Closes the dialog box without creating a new row set.

Rows Table

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

The table toolbar has only standard buttons.

Table 1. Table Columns
Column	Description
Row	The sequence number 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 Data Summary column. A row of this type is not printed in the report; instead, it affects the order of the data printed in the report.
Description	The descriptive name of the row.
Data Summary	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.

Data Tab

On this tab, you can define the value, data source, and view condition for the row selected in the Rows table. The settings available on the tab vary depending on the row type.

Table 2. Formula SectionThis section is available for the GL, *Total*, and *Sort* row types.
Element	Description
Calculation Formula	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. You click the pencil in this box to view the Value dialog box. To specify a value, enter it in this box. For more information about formulas, see Formulas.
Base Row	A row number. You specify the row number if you need to reference to this row in the formula that you enter in the Calculation Formula box on the Column Sets (CS206020) 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.

Table 3. Data Source SectionThis section is available only for the GL row type.
Element	Description
Ledger	The ledger to be used as the data source.
Account Class	The account class to be used as the data source.
Account	The starting and ending accounts in the range of account numbers to be included in the analytical report.
Subaccount	The starting and ending subaccounts in the range of subaccounts to be included in the analytical report.
Amount Type	The amount type to be used to calculate the values in the report. Select one of the following options: Not Set: No specific amount type is defined for the report. Turnover: The turnover amounts are included in the report. Credit: The credit amounts are included in the report. Debit: The debit amounts are included in the report. Beg. Balance: The beginning balance amounts are used in the report. Ending Balance: The ending balance amounts are used in the report. Curr. Turnover: The turnover amounts in a foreign currency are included (retrieved from the denominated accounts). Curr. Credit: The credit amounts in a foreign currency are included (retrieved from the denominated accounts). Curr. Debit: The debit amounts in a foreign currency are included (retrieved from the denominated accounts). Curr. Beg. Balance: The beginning balance amounts in a foreign currency are included (retrieved from the denominated accounts). Curr. Ending Balance: The ending balance amounts in a foreign currency are included (retrieved from the denominated accounts).
Expand	An option that determines how data will be displayed. You can select one of the following options: Nothing: The data related to the selected range of accounts and subaccounts will be displayed in a single row. Account: The data for each account in the selected range will be displayed in a separate row. This increases the number of rows in the report. Sub: The data for each subaccount in the selected range will be displayed in a separate row, increasing the number of rows in the report.
Row Description	An option that determines the description that will be displayed in the selected row. The following options are available: Not Set, Code, Description, Code-Description, Description-Code. The box is available if Account or Sub is selected in the Expand box.
Company	The company to be used as the data source.
Branch	The starting and ending branches in the range of branches to be included in the analytical report.
Period	The starting and ending financial periods in the range of periods to be used in the analytical report.
Offset (Year, Period)	The offset from the starting or ending financial period (or both of them) specified in the Period box. Examples: If you set the value to -1 for the ending period, the ending period shifts one period back from the specified ending period. If you set the value to 2 for the starting period, the starting period shifts two periods forward from the specified starting period.

Table 4. View Condition SectionThis section is available for all row types, except *Sort*.
Element	Description
Linked Row	The number of the row linked to the current one. The linked rows are printed on the same line in the report.
Column Group	The column group to include the row.
Unit Group	The unit group to include the row. The box is unavailable for the Line row type.
Suppress Empty	A check box that prevents (if selected) the printing of empty rows. The check box is available only for the GL and Total row types.
Hide Zero	A check box that prevents (if selected) the printing of zero values in the row. The check box is available only for the GL and Total row types.

Formatting Tab

On this tab, you can specify the settings for text or line, layout, and style of the rows.

Table 5. Buttons
Button	Description
Copy	Copies the printing style from a row to use it in another row.
Paste	Pastes the printing style copied from another row.
Reset	Resets the row formatting.

Table 6. Text SectionThe section is available for the GL, *Caption*, *Total*, and *Header* row types.
Element	Description
Font	The font name. You can select it from the available embedded fonts.
Font Size	The size of the font. You can select the unit of measure the font size. The following predefined options are available: Pixel, Point, Pica, Inch, Mm, and Cm.
Bold	The check box indicates (if selected) that the font is bold.
Italic	The check box indicates (if selected) that the font is italic.
Strikethrough	The check box indicates (if selected) that the font is struck through.
Underline	The check box indicates (if selected) that the font is underlined.
Color	The color of the text.
Text Alignment	The alignment of the text in the report lines. The following options are available: Not Set, Left, Center, Right.

Table 7. Layout and Style Section
Element	Description
Number Format	The format used to convert the data selected from the data source to the string value used in the printed report. For details, see Cell Formatting. The box is available only for the GL and Total row types.
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. The box is available for the GL, Caption, Total, and Header row types.
Page Break	A check box that indicates (if selected) that a page break should be inserted after the row line in the printed report.
Row Height	The row height in the printed report (in pixels). The default value is 16. The box is unavailable for the Sort row type,
Indent Size	The indent value used for the row in the printed report (in pixels). The default value is 0. The box is unavailable for the Sort row type,
Background Color	The color of the background. The box is unavailable for the Sort row type.

Table 8. Line SectionThe section is available only for the *Line* row type.
Element	Description
Type	The type of the line. The following options are available: Not Set, None, Dotted, Dashed, Solid, Double, Groove, Ridge, Inset, Outset.
Color	The color of the line.