Defining Row Orders
You can use a row order to control how detail rows appear in your report. You can:
- Display account descriptions in addition to or instead of segment values.
- Sort detail rows by amounts displayed in a column.
- Sort detail rows by account segment values or segment value descriptions.
- Rearrange the sequence of your account segments to fit specific reporting needs. For example, you may want to see product segment values displayed before cost center values.
- Suppress header descriptions for particular account segments.
Prerequisites
To sort detail rows by an account segment's values or descriptions, the segment's display type in the related row definition must be either Expand or Both. Optionally, you can use a content set whose display type is set to Row/Expand or Row/Both.
To create a new row order:
1. Navigate to the Row Order window.
2. Enter a Name and Description for the row order.
3. (Optional) Enter Rank by Column information.
4. (Optional) Enter Account Display information.
To sort detail rows by amounts displayed in a column (Rank by Column information):
1. Create a new row order or query an existing one.
2. From the Row Order window, enter the Name or the Order of the column whose values will be used to sort the detail rows.
Order corresponds to the sequence of the sorting column relative to other displayed columns in the column set, where the leftmost column has an Order of 1.
For example, assume you've defined the following column set:
Column Number
| 1
| 2
| 3
|
Position
| 50
| 75
| 100
|
Sequence Number
| 10
| 20
| 30
|
Displayed?
| Yes
| No
| Yes
|
If you want to sort detail rows based on the amounts in Column 1, enter 1 as your Order. If you want to sort based on the amounts in Column 3, enter 2 as your Order (since Column 2 is not displayed).
3. Select a Ranking method. You can sort amounts in Ascending or Descending order
To sort detail rows by account segment values or segment value descriptions (Account Display information):
1. Create a new row order or query an existing one.
2. (Optional) Enter Rank by Column information in the Row Order window.
3. Enter the Sequence number of the segment to use for sorting detail report rows.
4. Enter the Segment name.
5. Choose an Order By method to control sorting of the detail report rows:
- Description -- sort by the account segment description.
- Value -- sort by account segment value.
Note: If you enter Description or Value as your Order By method, FSG will ignore any information you entered in the Rank by Column region.
- Ranking -- sort by the Rank by Column information.
Note: If you assign the Order By Ranking method to a segment, you must also enter Rank by Column information. If you don't, FSG will sort by account segment values. Also, when you use the Order By Ranking method, all segments following the sorting segment must have a display type of Total or Both. Otherwise, FSG cannot derive the totals needed to sort the report rows.
6. Enter a segment Display method:
- Description -- will display the segment description on your report.
- Value -- will display the segment value on your report.
- Value and Description -- will display both the segment value and description on your report.
7. Enter a printing Width for your account segment. If you choose to print a segment's description, make sure the printing width is large enough to accommodate the description.
Note: You must also make sure that in your column set definition you have provided enough room at the left of your report to accommodate the cumulative printing widths of all the segments specified in your row order.
To rearrange the sequence of your account segments (Account Display information):
1. Create a new row order or query an existing one.
2. (Optional) Enter Rank by Column information.
3. From the Row Order window, enter the Account Display information for the segment whose account sequence you want to change when printed on your report:
- Enter a new Sequence number for the segment.
Note: You do not have to enter a new sequence number for each of the segments in your account structure. FSG automatically adjusts the position of all segments (either left or right, as needed) when you change the sequence number of an account segment. For example, if your account structure is Company--Cost Center--Account--Product and you enter a new sequence number of 3 for Company, the account will print on your report as Cost Center--Account--Company--Product.
- Enter the Segment name, Order By method, Display method, and printing Width.
To suppress header descriptions for particular account segments:
- When you enter your Account Display information, set the segment printing width to zero.
See Also
Row Set Display Types
Display Options
Defining Content Sets
Defining Financial Reports
Copying Report Objects
Overview of Financial Statement Generator