Create Data Column

Explanation

This activity is used to create a data column in a column template. A data column is used for retrieving data from various data sources. A column template must include at least one data column.

In the General tab, the data source is specified, and the budget version as well if applicable. The period for the corresponding data can be either fixed or relative.

In the Selections tab, specify the information you want to retrieve from the data source. This limits the row template selections for this specific column. This is done via the objects code part, account group, consolidation account, structure, account type, attribute or balance amount. A selection is defined via operators, e.g., < or >. For each selection, specify whether the information matching the criteria is to be included or excluded.

Selections can be specified in a data column in the column template, in a data row in the row template, and in the report template. If selections are specified in two or three templates, only the information matching all criteria is printed.

The Layout tab is used for specifying information that is not retrieved from the database, e.g., the font style and justification of the column.

Prerequisites

In order to perform this activity, you must have created, copied, or imported a column template.

System Effects

As a result of this activity, a data column is added to the column template.

Window

Overview Column Templates

Related Window Descriptions

Data Column

Procedure

Use the following procedure to create a new data column:

  1. Open Column Template window and look for the column template where you would want to include a data column.
  2. Right-click in the window and click New Column, or double click on a row to open the Create Column dialog box. Select the Data Column option and click OK to open the Data Column window.
  3. Enter a column name and a description.
  4. Select a value for the Data Source field in the General tab. Specify a budget version in the Budget Version field and select the Visible check box if you want the column to be visible in the report. Specify the year and period and save the information.
  5. Select the Selections tab to limit the information in the data column, if applicable. This will limit the row template selections for this specific column. Use the new function before you enter the information. Save the information.
  6. The Layout tab contains default values on how the column will be presented in the report. Modify these values if required and save the information.
  7. Click Col. Order in the Layout tab to change the column order, if applicable. In the dialog box, select the name of the column and then click either Up or Down to move the column to the required location. To start the printing of a column on a new line in the report, select New Line and click Up . Click OK.