Using the Column Set Builder
With the Column Set Builder, you can define a column set by laying it out graphically. You can also modify existing column sets.
Column Set Builder is primarily a layout and design tool. It does not include all of the options available from the Columns window. As a result, you cannot assign accounts, calculations, or exceptions within the Column Set Builder. However, you can add these things from the Columns window after you've designed your column set with the Column Set Builder.
Note: If you define a non-displayed column from the Columns window, it will not be visible in the Column Set Builder.
To define a column set using Column Set Builder:
1. Navigate to the Column Set window.
2. Enter or query a column set.
3. Choose Build Column Set.
4. Enter a Sequence number, and optional Name, Amount Type, and Offset for each column.
Suggestion: When defining columns, you may find it easier to define one column at a time. To do this, follow steps 4 through 9 for your first column, then repeat the same steps for each additional column.
5. Specify the Left Margin of your report, and the Width of each column.
Suggestion: When determining the width of your columns, you may find it helpful to consider the size of the numbers you expect to be displayed in your report, the factor you use, and the format mask you specify.
6. Enter a Heading for each column, using the ruler as a guide. You can define up to four lines of heading text. If you need additional lines, you must define them in the Columns window. However, once defined they can be edited using Column Set Builder.
Note: The scroll bar to the left of the column headings area is only active when there are more than four lines used for headings.
You can also choose Create Default Heading to have FSG generate a heading based on the amount type and period offset for each column. You can then modify the default headings as necessary.
7. Enter the Format Mask for each column.
8. Choose More Column Options to enter additional column format and display options, such as Currency, Control Value, Override Value, Factor, and Level of Detail.
9. Choose Apply to save your headings and continue working with the Column Set Builder.
10. Choose OK to save your work and close the Column Set Builder.
To change a column set layout using the Column Set Builder:
1. Navigate to the Column Set window.
3. Choose Build Column Set.
4. Use the buttons on the Column Set Builder toolbar to add, move, or delete columns.
5. Modify any column information as needed.
6. Choose Apply to save your work and continue working with the Column Set Builder.
7. Choose OK to save your work and close the Column Set Builder.
To undo changes to your column set:
- When working with the Column Set Builder, you can choose Revert to undo all changes since you last saved the column set definition.
See Also
Column Set Builder Toolbar
Defining Column Sets
Format Masks
Creating Column Headings
Defining Column Exceptions
Column Set Advanced Options
Display Options
Relative Headings
Assigning Accounts to a Report
Defining Report Calculations
