Defining Non-Do-It-Yourself Statement Linkages
Template authors can automatically link statements together so that the subtotal or total from one statement will populate a line item in another statement. Linking the statements requires template authors to define one statement as the source and the other statement as the target. The linkage source is a subtotal or total row within the statement. Any line item in the statement can be the linkage target.
Prerequisites
To define a linkage source and target, you must have created the financial statement area content for the source and target. See Adding and organizing content for more information.
Defining a linkage source
In a financial statement area, you can specify that a line in a table is to be a source for a linkage.
Procedure
- Open the Firm Library document for the financial statement area in which you want to set the linkage source.
- Click on the subtotal or total row that will be the source.
- From the Table Tools tab, in the Linkage group, select Set As Linkage Source.
- In the Statement Linkage dialog, click New.
- In the dialog that appears, type a new linkage description. Click OK.
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Select the check box next to the linkage description that you just created.
- Click OK.
Results
The selected line is now a source and can be used to link to another statement or schedule.
Defining a linkage target
In a financial statement area, you can specify that a line in a table is to be a target for a linkage.
Procedure
- Open the Firm Library document for the financial statement area in which you want to set the linkage target.
- Click on the row that you want to use as the target.
- From the Table Tools tab, in the Linkage group, select Set As Linkage Target.
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In the Statement Linkage dialog, select the check box next to the linkage description that you created when you defined the linkage source.
- Click OK.
Results
The selected line is now a linkage target, and is now automatically linked to the source.
Note: You can define the linkage target before defining the linkage source. To do this, type a new linkage description when defining the target, and select this linkage description when defining the source.