Create a User-Defined Table
In this example, you create a user-defined table to hold the bonus percentages based on a person's years of service and department.
This table shows the various user-defined table components and values for those components:
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Rows represent the years of service.
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Columns represent the department.
Years of Service |
Accounting |
Payroll |
---|---|---|
1-5 |
.10 |
.08 |
6-10 |
.20 |
.16 |
11-99 |
.30 |
.24 |
Step 1: Create a User-Defined Table
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On the Home page, click the User-Defined Tables quick action under the My Clients tab.
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On the User-Defined Tables page in the Search Results area, click Create.
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On the Create User-Defined Table dialog box, in the Legislative Data Group field, select US Legislative Data Group.
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In the Effective As-of Date field, enter 1/1/2016.
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Click Continue.
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On the Create: User-Defined Table page in the Basic Details section in the Name field, enter Bonus_Percent.
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In the Range or Match field, select Range.
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In the Row Title field, enter Years of Service.
Step 2: Define the Accounting and Payroll Columns
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In the User-Defined Columns section, click Create.
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In the Column Name field, enter Accounting.
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In the Data Type field, select Number.
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In the User-Defined Columns section, click Create.
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In the Column Name field, enter Payroll.
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In the Data Type field, select Number.
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Specify the Bonus Percent Range
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In the User-Defined Rows section, click Create.
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In the Sequence field, enter 10.
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In the Low Range field, enter 1 as the low range.
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In the High Range field, enter 5 as the high range.
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In the User-Defined Rows section, click Create.
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In the Sequence field, enter 20.
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In the Low Range field, enter 6 as the low range.
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In the High Range field, enter 10 as the high range.
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In the User-Defined Rows section, click Create.
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In the Sequence field, enter 30.
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In the Low Range field, enter 11 as the low range.
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In the High Range field, enter 99 as the high range.
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Step 4: Add Table Values for the Accounting Column
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In the User-Defined Columns section, click Accounting.
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Click Next.
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On the Create User-Defined Table: User-Defined Table Values page in the User-Defined Table Values section, click Create.
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On the Add User-Defined Table Values dialog box, select the first row, and then click OK.
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In the Value field, enter .10.
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Click Create.
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On the Add User-Defined Table Values dialog box, select the second row, and then click OK.
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In the Value field, enter .20.
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Click Create.
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On the Add User-Defined Table Values dialog box, select the third row and click OK.
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In the Value field, enter .30.
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Step 5: Add Table Values for the Payroll column.
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Click Back.
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In the User-Defined Columns section, click Payroll.
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Click Next.
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On the Create User-Defined Table: User-Defined Table Values page in the User-Defined Table Values area, click Create.
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On the Add User-Defined Table Values dialog box, select the first row, and then click OK.
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In the Value field, enter .08.
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Click Create.
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On the Add User-Defined Table Values dialog box, select the second row, and then click OK.
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In the Value field, enter .16.
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Click Create.
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On the Add User-Defined Table Values window, select the last row, and then click OK.
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In the Value field, enter .24.
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Click Submit.
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On the User-Defined Tables page, click Done.