To Define the Units to Be Included in the Unit Set

On the Unit Sets (CS206030) form, you can perform the following operations on the selected unit set, as detailed in the sections of this topic:

  • Add new units to the unit set.
  • Specify the attributes for each unit in the unit set. By changing the unit attributes, you can define the data selection and processing rules for the data to be included in this unit.
  • Organize the units in the unit set into a hierarchical structure, which defines the order in which the units will be included in the report.
  • Delete units from the unit set.

The Units table on the form displays available units and their properties.

To Create a Unit

  1. Open then Unit Sets (CS206030) form.
  2. In the Code box of the Summary area, select the code of the unit set in which you want to create a unit.
  3. On the table toolbar of the Units table, click Add Row.
  4. Specify the settings of the new unit in the relevant columns of the added row.
  5. On the form toolbar, click Save.

To View and Edit the Unit Attributes

Each unit is represented by a row in the Units table. You can edit the attributes for any unit by changing the values in the row that represents the unit.

  1. Open the Unit Sets (CS206030) form.
  2. In the Code box of the Summary area, select the code of the unit set in which you want to make edits.
  3. In the row of the Units table that represents the unit whose attributes you want to change, fill in or edit the values
  4. Repeat Step 3 for each row you want to edit.
  5. On the form toolbar, click Save.

To Define the Units' Hierarchical Structure

  1. Open the Unit Sets (CS206030) form.
  2. In the Code box of the Summary area, select the code of the unit set you want to work with.
  3. In the lower left pane, click the unit in the hierarchical structure.
  4. Use the buttons on the toolbar to move the selected unit to the appropriate position:
    • The Move to external node button moves the unit one position left and places it in the next external node in the hierarchical structure.
    • The Move to internal node button moves the unit one position right and places it in the next internal node in the hierarchical structure.

To Delete a Unit from the Unit Set

  1. Open the Unit Sets (CS206030) form.
  2. In the Code box of the Summary area, select the code of the unit set you want to work with.
  3. In the Units area, click the unit to be deleted.
  4. On the table toolbar, click Delete.
  5. On the form toolbar, click Save.