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Financial Statements - Working with Do-it-Yourself Tables

Financials includes options that enable you to insert, delete, edit, and sort tables, rows, columns and header rows in DIY tables.

For more information on common operations available to all tables, see Editing Tables in the Financial Statements


Editing a Do-It-Yourself table

If you have added a Do-It-Yourself table to the financial statements, you must mark it as editable before you can edit it.

Note: If the Do-It-Yourself table has been locked by the template author, you will not be able to edit the table.

  1. Click the Do-It-Yourself table that you want to edit.
  2. From the Table Tools tab, in the Operations group, click (Launch Edit for DIY Tables) .
  3. Note: this button is active only when a Do-It-Yourself table has been selected and has not been locked by the content author.

The selected Do-It-Yourself table is now editable.


Inserting a table, row, header, or column

You can also insert row, a header row or a column into a Do-It-Yourself table, or create a new Do-It-Yourself table below an existing DIY table.

Rows added to tables will be retained when you perform a check for updates, but columns will not be preserved. Refer to Checking for updates for more information on updates.

  1. Click in the table that you want to add to, or click where you want to add the new Do-It-Yourself table.
  2. Select the amount of columns you would like to insert and select the Switch mapping/entity selector locations check box if applicable.
  3. From the Table Tools tab, in the Operations group, click (Insert) drop-down and select one of the following:

    Option Description
    Rows Insert rows into any table using the Insert Rows dialog.
    Header rows Insert header rows into Do-It-Yourself tables.
    Columns

    Insert columns into Do-It-Yourself tables. The maximum number of columns that can be added is 92.

    Notes:

    • If you have consecutive tables that are identical in layout, you will be prompted to add the column(s) into the consecutive table. This allows you to add multiple columns into multiple tables if they are identical in layout.
    • New! You can copy the attributes of a selected DIY column into a new column by selecting the Copy content checkbox.

    Copy table Copy the selected Do-It-Yourself table. This is only available in the statement and schedule financial statement areas, not the notes area.
    Custom table Create a new default Do-It-Yourself table below the selected DIY table. This is only available in the statement and schedule financial statement areas, not the notes area.

Deleting a table, row, header, or column

You can delete a row from any table in the financial statements. You can also delete a header row or column from a Do-It-Yourself table, or delete an existing DIY table.

  1. Click in the table that you want to delete or in which you want to delete a row or column.
  2. From the Table Tools tab, in the Operations group, click (Delete) drop-down and select one of the following:

    Option Description
    Rows

    Delete the selected row from any table. Highlighting multiple rows will delete the selected rows.

    Note: Deleting all rows that make up a subtotal also deletes the subtotal, and where applicable, the collapsible section.

    Header rows Delete the selected header rows from Do-It-Yourself tables only.
    Columns

    Delete the selected columns from Do-It-Yourself tables only.

    Note: If you have consecutive tables that are identical in layout, you will be prompted to delete the column(s) from the consecutive table(s). This allows you to delete multiple columns from multiple tables if they are identical in layout.

    Table Delete the selected Do-It-Yourself table. This is only available in the statement and schedule financial statement areas, not the notes area.

    Editing a column

    In a Do-It-Yourself table, you can specify the calculation type of a column with balances and edit its properties.

    1. Click in the column that you want to edit.
    2. From the Table Tools tab, in the Operations group, click (Edit) drop-down and select Column.
    3. Use the fields in the Column calculation dialog to edit the column.

    The Do-It-Yourself table column is updated to use the changed properties.


Sorting DIY Tables

In a Do-It-Yourself table, you can sort rows, header rows, columns, and tables.

  1. Click in the table that you want to sort.
  2. From the Table Tools tab, in the Operations group, click (Sort) drop-down then select from the following: 

    Option Description
    Rows Sort rows within a selected table.
    Header rows Sort the header rows. Available for Do-It-Yourself tables only.
    Column right Shift the selected column to the right. Available for Do-It-Yourself tables only.
    Column left Shift the selected column to the left. Available for Do-It-Yourself tables only.
    Tables Sort tables. Available for statement and schedules Do-It-Yourself tables only.
  3. If you have selected Rows from the (Sort) drop-down, from the shortcut menu, select one of the following:
  4. Option Description
    Ascending - By This Column Sort the rows in ascending order. The sort criterion is the column in which your cursor is located.
    Descending - By This Column Sort the rows in descending order. The sort criterion is the column in which your cursor is located.
    Manually

    Display the Manual Section Sort dialog to enable you to specify the sort order. In this dialog, use the Move Up and Move Down buttons to reorder the rows. Click OK when you have finished sorting.

  5. If you have selected Header rows or Tables from the (Sort) drop-down, the Manual Section Sort dialog appears. In this dialog, use the Move up and Move down buttons to reorder the header rows or tables. Click OK when you have finished sorting.

The table rows, header rows or columns are sorted.


Editing Table Headers

In Do-It-Yourself tables, you can insert heading rows, delete heading rows that you have inserted, and merge and unmerge cells in heading rows.

  1. Click in the Do-it-Yourself table heading that you want to edit.
  2. From the Table Tools tab, in the Operations group, click the (Header) drop-down, select one of the following table heading options:

    Option Description
    Insert Insert additional rows into the table heading.
    Delete Delete rows from the table heading. You can delete any heading rows that you have created yourself, but you cannot delete the table heading row that is created when the Do-It-Yourself table is created.
    Merge Cells Merge all selected heading cells into one heading cell.
    Unmerge Unmerge the selected merged heading cell. All paragraphs in the merged header column are moved to the left header column, and a blank paragraph is created for the right header column.

The table headers are updated as specified.