Column Sets

Form ID: (CS206020)

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 column set defines the columns to be included in the report and the data to be displayed in each column, as described in Column Sets.

This form, which is part of the Analytical Report Manager, displays the column sets defined for the analytical reports. You can view or modify existing column sets, create new column sets, and delete any column sets. For each column set, add the columns to be included in the analytical report and define the properties for each column.

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 Column Set	Initiates the copying of the selected column set configuration. If you click this button, you type the new column set code in the New Column Set Code dialog box that opens.

Summary Area

This area of the form displays basic information about the column set. You can define a new column set, or you can look up an existing one by selecting its code or using actions on the form toolbar.


Element	Description
Code	The unique code used to identify the column set. You can use up to 10 alphanumeric characters.
Type	The data source of the column 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 column set.

Upper Table

This area displays the headers defined for the columns and their properties, which you can modify. You can add or delete a header for a single column or a selected column range. The column headers are displayed in the table and can be modified.

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
Shift Left	Shifts the selected cell value to the left.
Shift Right	Shifts the selected cell value to the right.
Shift Down	Shifts the selected cell value down.
Shift Up	Shifts the selected cell value up.
Copy Style	Copies the printing style from a header to use it in another header.
Paste Style	Pastes the printing style copied from another header.

Table 2. Table Columns
Column	Description
Height	The height of the header line (in pixels).
Printing Group	The printing group to which the header is applied. When you specify a printing group for a header, the header will be printed for only the columns in the defined printing group.
Formula	The formula that defines the header name and printing style selected for the range of columns. To specify the header name, you can use text or formulas. You click the selector in this box to view the Formula dialog box. To specify a formula, enter it in this box. For more information about formulas, see Formulas.

Table 3. Formula Dialog BoxYou use the Formula dialog box, which you invoke by clicking the Edit button in the Formula box, to define the text of the header. This dialog box has the following elements.
Element	Description
Column Range	The column range for which the header is displayed. Enter the first and last column names in these boxes.
You use the Style section of the dialog box to define the printing style for the column range.
Text Align	The alignment of the text to be displayed for the range of columns. You can select one of the following options: Not Set: There is no specific text alignment. Left: The text is left-aligned. Center: The text is centered. Right: The text is right-aligned.
Color	The color to be used for the range of columns.
Backgr. Color	The background color used for the range of columns.
Font	The name of the font to be used for the range of columns.
Font Size	The font size to be used for the range of columns. Enter the appropriate value in the text box, and use the drop-down box to select the unit of measure (Pixel, Point, Pica, Inch, Mm., or Cm.) for the value.
Bold	A check box that indicates (if selected) that the text displayed in the range of columns will be in bold type.
Italic	A check box that indicates (if selected) that the text displayed in the range of columns will be italicized.
Strikeout	A check box that indicates (if selected) that the text displayed in the range of columns will have the strikeout font style applied to it.
Underline	A check box that indicates (if selected) that the text displayed in the range of columns will be underlined.

Lower Table

The lower table displays in a tabular format the columns included in the column set and their properties, which can be modified. You can add a column to the column set or delete a column from the set.

Table 4. 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
Shift Left	Shifts the selected cell value to the left.
Shift Right	Shifts the selected cell value to the right.
Copy Style	Copies the printing style from a header to use it in another header.
Paste Style	Pastes the printing style copied from another header.

Table 5. Table Columns
Column	Description
Description	The descriptive name of the column.
Type	The column type, which defines how the values in the column are calculated. Select one of the available options: GL: Use this row type to select the source of the data to calculate the values in the column from the general ledger functional area if the type of the column set is GL or from the projects functional area if the type of the column set is PM. Calc: Use this row type to calculate the values in the column using the formula in the Value column. Descr: Use this row type to display the description of a row in the column.
Cell Evaluation Order	The source of the formula used to evaluate the cell's value if both the row set and the column set contain formulas. You can select either of the following options: Row: The formula from the row set is used to calculate the value. Column: The formula from the column set is used to calculate the value. Attention: You cannot set Cell Evaluation Order to Column for columns of the GL type.
Cell Format Order	The source of the format for the cell if both the row set and the column set have a format specified. You can select either of the following options: Row: The format from the row set is used. Column: The format from the column set is used.
Value	The value to be displayed in the column. A formula can be created to define the value.
Rounding	The rounding rule, which the system uses to round the values in the corresponding columns of the report. Select one of the following values: No Rounding: The value is not rounded in the report. Whole Dollars: The system rounds the value to an integer. (For example, $1,117,559,400.58 is rounded to $1,117,559,400.) Thousands (000.0): The system truncates the last three digits of the value (before the decimal point) and rounds the number to an integer portion and one decimal place. (For example, $1,117,559,400.58 is rounded to $1,117,559.4.) Thus, the values in the selected column of the report will be considered thousands. Whole Thousands (000): The system truncates the last three digits of the value (before the decimal point) and rounds the number to an integer value. (For instance, $1,117,559,400.58 is rounded to $1,117,559.) Thus, the values in the selected column of the report will be considered thousands. Millions: The system truncates the last six digits of the value (before the decimal point) and rounds the number to an integer portion and one decimal place. (For example, $1,117,559,400.58 is rounded to $$1,117.6.) Thus, the values in the selected column of the report will be considered millions. Whole Millions: The system truncates the last six digits of the value (before the decimal point) and rounds the number to an integer value. (For example, $1,117,559,400.58 is rounded to $1,118.) Thus, the values in the selected column of the report will be considered millions. Billions: The system truncates the last nine digits of the value (before the decimal point) and rounds the number to an integer portion and one decimal place. (For example, $1,117,559,400.58 is rounded to $1.1.) Thus, the values in the selected column of the report will be considered billions. Whole Billions: The system truncates the last nine digits of the value (before the decimal point) and rounds the number to an integer value. (For example, $1,117,559,400.58 is rounded to $1.) Thus, the values in the selected column of the report will be considered billions. The selected rounding rule is applied to all column cells except those whose rows contain the `RoundingDiff()` function in the formulas. The values of such cells will be rounded by the rows' formulas.
Format	The format used to convert the data selected from the data source to the string value used in the printed report. You can use C# data conversion functions to convert data to string values. For details, see the following Microsoft article: https://msdn.microsoft.com/en-us/library/0c899ak8(v=vs.110).aspx.
Width	The column width (in pixels).
Auto Height	A check box that, if selected, adjusts the height of the cell in the selected column. You can use this attribute when you need to move a long string of text to the next line inside the cell.
Extra Space	The extra space added to the column (in pixels).
Suppress Empty	A check box that, if selected, prevents the printing of empty columns.
Hide Zero	A check box that, if selected, prevents the printing of zero values in the row.
Suppress Line	A check box that, if selected, prevents the printing of empty lines.
Printing Group	The printing group to include the column. If you specify a printing group, the data from these columns will be printed only in the rows that have the same Column Group value as the value defined here.
Unit Group	The unit group that includes the row.
Printing Control	The way the column will be printed, which is one of the following: Print: The column will be printed in the report. Hidden: The column will be hidden from the report and used only to store some values. Merge Next: The column will be merged with the next one in the report.
Visible Formula	The formula that defines the conditions of visibility of a column in the generated report.
Page Break	A check box that indicates (if selected) that a page break should be inserted after the column in the printed report.
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 this box. For this lookup description, see the Style Parameters section of Printing Style.
Data Source	The source of the data to be displayed in the column. Use the Data Source Editor dialog box to define the data source.