Balance Sheet Case Study Task: Create Column Titles in the Statement Header

Note: You can access an existing layout that was created for the One View Financial Statements feature only by using the Manage Layout option on the Work with Statement Definition form. If you exited the Layout Editor after you completed the last set of steps and need to re-access an existing layout, see Balance Sheet Case Study Task: Accessing an Existing Layout.

The column titles in the table grid do not print on each page of the balance sheet statement that you generate. To include column titles on each page, you must set up the column titles in the header area of the layout. You also want to replace the standard text provided in the layout with text that describes your statement.

In this task, you will create and format column titles in the statement header. You will hide the column headers in the table grid in the next task.

To create and format column titles in the header:

1. Select the cell that includes the text Table Title, and then press Delete.

2. Select a grid cell in the header area.

3. If the grid cell is empty and in the position in which you want the column titles, skip to Step 5; otherwise, continue with Step 4.

4. Click the Add a Row above or Add a Row below icon in the Insert section of the Layout Grid Cell tab.

5. Select the Text Item option from the Insert tab.

6. Double-click in the text item cell, and enter Description.

7. Format the text using the options in the Font section on the Text tab:

   • Select Tahoma.

   • Change the font size to 10pt.

   • Click the Bold icon.

8. Add the following text in the Text Item cell:

   1. Current Actual

   2. Last Month End

   3. Change This Month

   4. Change This Year

9. Using your space bar, center each title you entered over the appropriate column.

10. Click the Save icon to save your layout.

Caution: If you need to exit the BI Publisher Layout Editor, do not click the Sign Out icon or you will log out of the server. Instead, click the Close icon (the X in the upper right corner of the window) to exit the window.

After you complete the steps in this task, your statement layout should look like the following image: