Balance Sheet Case Study Task: Format the Account Descriptions Text

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.

When you set up your row definition, you selected the Enable Level of Detail Rollup check box. In the statement version that you ran, you also specified detail level 5 for the rollup. Because you enabled the level of detail, you can use the levels as a basis for formatting the account descriptions and balances.

Note: The Description column has a row of Xs along the top of the column cells, and the account balance columns have a 0 (zero) at the top of the column cells. These values indicate that the Description column is a string value and the account balances column are numeric values. The Xs and 0s do not print on the statement output, so there is no need to hide or format the values.

To format the account descriptions text, complete the following steps:

1. Select the entire table to display the Table tab, and then click100 in the Rows to Display section of the tab.

   Changing the number of rows to display is an optional step, but making the change enables you to view all of the accounts descriptions and balances.

2. Select the Description column and select Highlight from the Conditional Formatting section on the Column tab.

3. In the Highlight window, apply formatting for account descriptions at level of detail 3:

   1. Select Account Level of Detail under the Rowset heading from the Data Field list.

   2. Enter 3 in the Value field.

   3. Select 10pt from the Size list.

   4. Click the Bold icon.

   5. Click OK.

   All account descriptions for level of detail 3 appear in the table grid with the formatting that you applied.

4. In the Highlight window, apply formatting for account descriptions at level of detail 4:

   1. Select Account Level of Detail under the Rowset heading from the Data Field list.

   2. Enter 4 in the Value field.

   3. Enter 6 for the Text Indent value.

   4. Click the Bold icon.

   5. Click OK.

   All account descriptions for level of detail 4 appear in the table grid with the formatting that you applied.

5. In the Highlight window, apply formatting for account descriptions at level of detail 5:

   1. Select Account Level of Detail under the Rowset heading from the Data Field list.

   2. Enter 5 in the Value field.

   3. Enter 12 for the Text Indent value.

   4. Click OK.

   All account descriptions for level of detail 5 appear in the table grid with the formatting that you applied.

6. 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: