Dataviews

Dataviews filter and manipulate the amount of data displayed on the Accounts view, and you select them from Dataview.

There are three dataviews:

• Standard—displays standard accounts.

• Input Only—displays input accounts.

• Output Only—displays output accounts.

You can create custom dataviews displaying data according to your needs.

Creating and Maintaining Dataviews

You modify and create dataviews in Create Dataview.

To create and maintain dataviews:

1. From the Edit grouping label, click Dataviews.

2. To create dataviews, click .

3. Select Display Group Header as Titles to display Account Group headings.

4. Select Hide Input Row if a Calc Account to conceal input rows of calculated accounts.

5. Select Hide Forecast Row if a Calc Account to conceal forecast methods of calculated accounts.

6. Select Hide Calculated Time Period Column to conceal the calculated time period details.

7. Select account attributes:

   • Available Account

     Select attributes in the Available Account column, and then click to include it in the dataview.

     • Output Row—Display outputs

     • Input Row —Display inputs

   • Selected Account Attributes—Display or remove account attributes

8. Select time periods to be displayed:

   • All Time Periods

   • Only History

   • Only Forecast

   • Set Time Range

     Displays periods in a specified range:

     • In Beginning Boundary, enter a formula to set the first period in the range.

     • In Ending Boundary, enter a formula to set the last period in the range.

9. Click OK.

Renaming Dataviews

To rename dataviews:

1. From the Edit grouping label, click Dataviews.

2. In Dataview, click , enter a name in the New Name field, and then click OK.