Table Column Properties Dialog

Financials provides the ability to modify the properties of any table in the template. Advanced CaseView users will be familiar with the properties in the Table Column Properties dialog, as many of the options are available in the CaseView Table menu when Properties is selected.

Table Options

Field or check box Description
Table indent

The amount to indent the column from the left margin. The default is 0. The indent shifts the entire table to the right by the indicated amount.

The table is now an exception, and will no longer follow the indentation strategy for notes defined as part of the organization standards.

Automatically adjust indentation to maintain alignment By default, all tables automatically adjust their indentation when the associated note number or note heading is hidden. If you do not want the table to automatically indent, de-select this option.
Preserve custom borders When selected, overrides changes made to the Underline settings in Organisation standards.
Expand to page width By default, all tables will expand to page width. If you are only printing specific columns, the table will automatically expand to the width of the page. If you do not want the table to span the page, de-select this option.
Auto fit all columns (DIY tables only) Redistribute column widths among remaining columns in a DIY table with skipped/hidden columns.
Print table

One of the following options:

  • Wrapping – Select to allow wide tables to wrap when printing, so that the portion that overflows the page to the right appears as a continuation of the table positioned under the first table on the page.
  • Horizontally – Select to allow wide tables to print so that the first page width's worth of the table prints on a page and then consecutive columns of the table print on consecutive pages of the document. Only partial tables appear in the pages to the right, and the remainder of the CaseView document prints with the left-most part of the table.

For example, if a document was made up of one short paragraph of text followed by a short but wide table that spanned two pages, followed by several more paragraphs with no page breaks, the printing order would be as follows:

  • The first page with the text paragraph
  • The left-most columns of the table
  • The rest of the text

Page two would contain the remaining columns of the table. If there was a page break inserted after the table, the text after the table appears on page three, after the rest of the table.

Extremely tall tables should not be set to wrap, as it may make them hard to read. In addition, printing a tall wrapping table on a page that has a large header, footer, or carry forward header could cause content to be lost when printing.

Print order When printing wide tables, Print order determines what content will print on the second page of the wide table. If printing by rows, the same rows will be printed on the second page with the new columns - for example, a table with 10 rows and 10 columns. If printing by column, then the second page will have the same columns but the new rows.
Space between rows The spacing between rows when wrapping a wide table.

Column Options

Tip: To navigate columns, simply click to go the next column and to go to the previous column. To change the properties on multiple columns, click beside each column name in the drop down.

Column Size

Field or check box Description

The width of the column.

The space between columns is calculated as part of the total column width, so the total of the spaces between columns must be at least .10 less than the width of the column as a whole.

Note: After you click OK to apply a column width change, you'll be given the option to apply the changes to all similar tables in the document or the section.

Space Between Columns The space or padding to the left and right of the column.
Column Types The cell groups to apply to the selected column. Permission to change the cell group is not available on all columns.
Number of decimals

The number of decimals to be set on an individual column. This is available in Numeric or Percent columns only. The default is the decimal number set in cell groups.

If the decimals are set in the client file, and a subsequent change is made to the cell groups setting, the customizations made in format columns will be overridden.

Hide currency/unit symbol Force the rising or sinking currency/unit symbol to hide on the numeric column selected.
Column shading colour

Shading color to apply to columns.

Note: This option only appears when accessed from the Financial Statements document.

Shade column Shade the selected column. This setting is a global option and applies to all tables.
Shade space between columns Include the shading on the space between columns. This setting is a global option and applies to all tables.
Shade heading Include the column heading in the Shade column option. This setting is a global option and applies to all tables.
Switch sign for column

Specify that the numeric values in the column are to have their sign switched for display purposes. This means that numbers are displayed as positive if stored as negative, and vice versa. Columns with a switched sign are marked with the icon at the top of the column.

This provides the ability to display debits and credits with their natural sign, as is expected in the Other Income and Expense section of the Income Statement.

Use rounding unit for column If unselected, rounding will not be applied to the column.

Column Format

Field or check box Description
Horizontal Alignment The alignment of the cell contents horizontally within the cell.
Vertical Alignment The alignment of the cell contents vertically within the cell.
Break After Column

Control where the table breaks if a table must be split to fit properly on a page. There are two options available for breaking up the table:

  • Vertical break – this will insert a break on the selected column, which will then wrap below the existing table on the same page.
  • Page break – this will insert a page break on the selected column to wrap to the next page. This option is ideal for spanning across facing pages.
Repeat columns For wide tables, set columns (such as the description column) to repeat printing on subsequent pages.

Border Options

Field or check box Description

Whether to turn borders on or off for this column:

  • Display all borders.

  • Display no borders.

Line thickness Specify the thickness of borders if they are visible.

Display or hide specific heading or body borders:

  • The border between the heading and the body.

  • The left heading border.

  • The right heading border.

  • The top heading border.

  • The bottom body border.

  • The left body border.

  • The right body border.

Select the Apply to all tables in section check box to apply your table modifications will apply to all the tables within a section. For example, you can apply modifications to all the tables that comprise the Balance Sheet (or Statement of Financial Position).

Note: The shading options are a global setting and will apply to all tables in the financial statements.