Working With Rows and Columns

Modify spreadsheets by adjusting row height and column width, inserting rows and columns, and adding page breaks.

Inserting Rows

To insert rows:

  1. From the Report grouping label, and click Insert

  2. From the drop down list, select Text Row.

  3. On Insert Text Row, select an option:

    • Blank Text Row

      Create an empty row.

    • Subtotal Line

      Create a row with a line indicating a subtotal row following.

    • Total Line

      Create a row with double lines for indicating a total row following.

    • User Defined

      Create a custom row break. Select one or both of these:

      • Text for Account Name Columns

        Add a name to the row break, and enter the name in this field.

      • Text to Fill Data Columns

        Add a row break across the row and enter a character in this field. The columns in the row display this character to indicate a break.

  4. Click Insert.

Inserting Columns

To insert columns:

  1. From the Report grouping label, and click Insert

  2. From the drop down list, select Text Column.

  3. Click OK.

Inserting Account

To insert Accounts:

  1. From the Report grouping label, and click Insert

  2. From the drop down list, select Account.

  3. On Insert Accounts, select an accounts and click Add.

  4. Optional: Select Expand Subaccounts to include all subaccounts when inserting main account.

  5. Optional: Select Expand Dimensions to include all dimensions when inserting dimensional accounts.

  6. Optional: Select Change Sign to reverse the +/- sign of accounts.

    • If you insert a main or dimensional account and expand the account and select this option, the sign applies to the expanded block of data.

    • To revert to the default sign, deselect this option.

  7. Optional: In Accounts to Insert, reorder the accounts.

    This defines the display order of accounts in reports. To change the order, select accounts and click Up.

    To remove the account, select an account and click Remove

  8. Click Insert.