Firm Library- Specifying Table Row Properties
Template authors can control how rows are displayed in the tables.
- Specifying Table Row Attributes
- Defining rows as input rows
- Specifying a title row
- Specifying when a row is to be printed.
Specifying Table Row Attributes
Procedure
- From the Table Tools tab, in the Row Properties group, click
(Attributes).
- Select from the following options:
Option | Description |
---|---|
Title Row | Select to make the row a title row. The style applied to the row will change and the numeric cells will hide for the row. |
Switch Sign | Select to display sign for a table row is to be switched. This means that a balance of 20 is displayed as -20, and vice versa. A ![]() |
Subtract |
Select to make the row to be subtracted rather than added. By default, all values in a subtotal or total are added. A |
Currency |
Select to display currency symbols on the first row of the table and/or the total row. In Financials, you can display a currency symbol in any row. This symbol is specified in the Global Setup tab. |
Keep Cell Properties |
Select to preserve row properties. For example, if the properties for a row are different from the properties defined for the cell group to which the row belongs, you can specify that these changed row properties are to be preserved. |
Defining Rows as Input Rows
The entire row or components of a row can be set to input so that end users can manually type data into the row. When the row or row component is set to input, a red dot will appear indicating to reviewers that a manual change has been made.
For convenience, Financials enables you to specify multiple input rows in a table.
Procedure
- In the Firm Library document for the financial statement area, click in the table in which you want to define input rows.
- From the Table Tools tab, in the Row Properties group, click
(Input).
- In the Select Rows dialog, select the rows to be input.
- Click OK.
Results
The selected rows are now input.
Specifying a title line
In a table in a financial statement area, you can add and configure title lines and headings.
In a financial statement area, you can specify that any line in a table is to be a title line.
Prerequisites
Title lines and headings can be added to tables after content has been added to a financial statement area. See Adding and organizing content for more details.
Procedure
- In the Firm Library document for the financial statement area, click the line that is to become a title line.
- From the Table Tools tab, in the Row Properties group, click Attributes.
- In the Attributes dialog, select the Title Row checkbox.
- Click OK.
Results
The table line is now a title line.
Specifying when a row is to be printed
For any table row, you can specify that a row is to be:
- Always printed
- Never printed
- Printed if a balance exists (this is the default).
You can also select specific columns to print, or specify that a subtotal is to be printed only if more than one balance exists in the rows to be totaled.
Procedure
- In the Firm Library document document, click in the row for which printing is to be specified.
- Click
(Print). The Row Print Options dialog appears.
-
Select one of the following radio buttons:
Radio Button Description Print if there is a balance Print the row if it contains at least one non-zero balance. Print always Always print the row. This can be used if you want to print a row even if it has a zero balance. Never Print Never print the row. Print if more than one balance in the sub-total Print the subtotal row if more than one of the rows that is being summed contains a non-zero balance. This radio button is available for subtotals only. - In the Printed columns pane, select the check boxes next to the columns that you want to print.
Results
The specified row print option determines when the row is printed.