Create a Summary Row (Classic view)
If you selected a Tree Structure format, you can indent rows. These indented rows can be used to capture cost transactions. The parent node acts as a summary row, summarizing the information present for each of the indented "child" rows. You cannot enter information directly into a summary row.
To create a summary row by indenting
- In the Rows window, select the checkbox of the row(s) to indent under the summary row.
- Click the Indent button. The row immediately above will become a summary row. All monetary values in the detail lines below a summary row will be rolled up to the summary row automatically.
To outdent a row
- In the Rows window, select an indented row by clicking its checkbox.
- Click the Outdent button. The row will no longer be part of the summary row.
Last Published Monday, August 28, 2023