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- From the Row Type section select Column Name and drag it to the grid area, in the position you want that row be added.
- Enter a value in the Row Name field. This value should be as descriptive as possible so it would be easy to read what row is that for.
- All other fields are not anymore necessary so you can leave those out.
This is how Column Name row will look like when you follow the above steps.
For the above row to work, the Column Designer > Caption field should be setup as well. The following will illustrate how to configure the Column Designer > Caption field to work with this row. There are a number of options to select from and each are detailed below.
Example 1. Column Name value is used for column header
The Column Name row will show the Column Name value (boxed in red) if Column Name is selected in the Caption field (highlighted in yellow).
This is how Column Name row will look like on report based on the above configurations.
Example 2. Specific Year is used for column header
The Column Name row will show specific year when Year is selected in the Caption field. And the year it will show will be based on the Filter configurations (Start Offset and End Offset fields that is setup per fiscal year).
Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.
This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Current Fiscal Year.
Example 3. Short Month and Long Month is used for column header
The Column Name row will show specific month when Short Month and Long Month is selected in the Caption field. And the month it will show will be based on the Filter configurations (Start Offset and End Offset fields in a monthly basis).
Take note also that the As of Date in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in December, the current month is December.
This is how Column Name row will look like on report preview based on the above configuration.
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*Short Month will show the abbreviated month name while Long Month will show the full month name. |
Example 4. Month and Period Description is used for column header
The Column Name row will show specific month when Month and Period Description is selected in the Caption field. And the month it will show will be based on the Filter configurations (Start Offset and End Offset fields - monthly basis in this example).
The Month caption will show 2-digit value equivalent to the Filter configuration of the row. The first row in the Fiscal Year setup being 01.
The Period Description caption will take the Period Name from the Fiscal Year screen, equivalent to the Filter configuration of the row.
Take note also that the As of Date in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in December, then current month is December.
This is how Column Name row will look like on report preview based on the above configuration.
Example 5. Fiscal Start and Fiscal End is used for column header
The Column Name row will show specific date that is equivalent to the Fiscal Start date and Fiscal End date.
Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.
This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Fiscal Year.
Example 6. Filter Type is used for column header
The Column Name row will show the date range based on Start and End Offset configuration of the column
Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.
This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Fiscal Year.
You can enhance this row by setting its Font Properties and Row Height. See How to Configure Row Font Properties and Row Height topic to guide you on how to do this.
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The Column Name row is a row intended to show a column name on the first page of the report. This row type works with Column Designer > Caption field. Follow these steps to add a Column Name row.
This is how Column Name row will look like when you follow the above steps. For the above row to work, the Column Designer > Caption field should be setup as well. The following will illustrate how to configure the Column Designer > Caption field to work with this row. There are a number of options to select from and each are detailed below. Example 1. Column Name value is used for column header The Column Name row will show the Column Name value (boxed in red) if Column Name is selected in the Caption field (highlighted in yellow). This is how Column Name row will look like on report based on the above configurations. Example 2. Specific Year is used for column header The Column Name row will show specific year when Year is selected in the Caption field. And the year it will show will be based on the Filter configurations (Start Offset and End Offset fields that is setup per fiscal year). Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.
Example 3. Short Month and Long Month is used for column header The Column Name row will show specific month when Short Month and Long Month is selected in the Caption field. And the month it will show will be based on the Filter configurations (Start Offset and End Offset fields in a monthly basis).
The Column Name row will show specific month when Month and Period Description is selected in the Caption field. And the month it will show will be based on the Filter configurations (Start Offset and End Offset fields - monthly basis in this example).
The Period Description caption will take the Period Name from the Fiscal Year screen, equivalent to the Filter configuration of the row. Take note also that the As of Date in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in December, then current month is December. This is how Column Name row will look like on report preview based on the above configuration.
Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs.
Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 12/15/2015 date belongs. This is how Column Name row will look like on report based on the above configurations. As shown, 2015 is the Fiscal Year. You can enhance this row by setting its Font Properties and Row Height. See How to Configure Row Font Properties and Row Height topic to guide you on how to do this. |
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The Column Name row is a row intended to show a column |
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name configured |
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from the Column Designer. Follow these steps to add a Description Title row.
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This is how Description Title row will look like when you follow the above steps. |
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Example 1. |
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Column Description value is used for column header The Description Title row will show the Column |
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Description value if Column Header is selected in the Caption field. |
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This is how Description Title row will look like on report |
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If other captions are selected in the Caption field, then it will show specific value based on that caption.
based on the above configuration. |
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Example 2. |
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Specific Year is used for column header The Description Title row will show specific year |
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when Year is selected in the Caption field. And the year it will show will be based on the Filter Type configured. |
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Take note also that |
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the As of Date |
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in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where |
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12/ |
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31/ |
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2015 date belongs. |
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based on the above configuration. As shown, |
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2015 is the Current Fiscal Year. |
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Example 3. |
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Short Month and Long Month is used for column header The Description Title row will show specific month |
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when Short Month and Long Month is selected in the Caption field. And the month it will show will be based on the Filter Type configured. |
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the As of Date in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in September, the current month is September. |
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Title row will look like on report preview based on the above configuration. |
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The Description Title row will show specific month |
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when Month and Period Description |
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is selected in the Caption field. And the month |
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it will show will be based on the Filter Type configured.
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The first row in the Fiscal Year setup being 01. The Period Description caption will take the Period Name in the Fiscal Year screen, equivalent to the Filter Type setup for the row. Take note also that |
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the As of Date |
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in the Report Settings screen will be the basis to determine what month is your current month. In this example, since the As Of date is a date in |
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April, |
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then current month is |
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The first column header is the Month caption for the column header, which shows a 2-digit number equivalent to the month specified in the Filter Type field, while the second column header is the Period Description setup in the Fiscal Period screen equivalent to the month specified in the Filter Type field
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April. This is how Description title row will look like on report preview based on the above configuration.
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The Description Title row is a row intended to show column headers configured in the Column Designer. Follow these steps to add a Description Title row.
This is how Description Title row will look like when you follow the above steps.
Example 1. Column Header value is used for column header The Description Title row will show the Column Header value if Column Header is selected in the Caption field. This is how Description Title row will look like on report preview based on the above configuration. Example 2. Specific Year is used for column header The Description Title row will show specific year when Year is selected in the Caption field. And the year it will show will be based on the Filter Type configured. Take note also that the As of Date in the Report Settings screen will be the basis of what year is your fiscal year. In this example, it will get the Fiscal Year where 09/11/2014 date belongs.
The Description Title row will show specific month when Short Month and Long Month is selected in the Caption field. And the month it will show will be based on the Filter Type configured.
The Month caption will show 2-digit value equivalent to the Filter Type setup for the row. The Period Description caption will take the Period Name in the Fiscal Year screen, equivalent to the Filter Type setup for the row. This is how Description Title row will look like on report preview based on the above configuration.
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09/ |
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11/ |
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2014 date belongs. |
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2014 is the Fiscal Year. |
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its Font Properties |
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and Row Height. See How to Configure Row |
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Font Properties and Row Height topic to guide you on how to do this. |